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J.P. Duffy is joined by Jeff Zaino, vice president of the AAA-ICDR's Commercial Division, to discuss the AAA's upcoming centenary and its enduring reputation as a trusted choice for resolving commercial conflicts across industries. The conversation delves into the AAA's significant milestones and accomplishments, highlighting its commitment to innovation, including its approach to AI and the recent appointment of Bridget McCormack as president and CEO. ----more---- Transcript: Intro: Hello and welcome to Arbitral Insights, a podcast series brought to you by our international arbitration practice lawyers here at Reed Smith. I'm Peter Rosher, Global Head of Reed Smith's International Arbitration Practice. I hope you enjoy the industry commentary, insights and anecdotes we share with you in the course of this series, wherever in the world you are. If you have any questions about any of the topics discussed, please do contact our speakers. And with that, let's get started. J.P.: Welcome back to the next episode of Arbitral Insights, in which we'll discuss the American Arbitration Association with Jeff Zaino, who's the vice president of the AAA's commercial division. I'm J.P. Duffy. I'm an international arbitration partner based in New York that acts as both counsel and arbitrator in international arbitration seated around the world under a variety of governing laws and arbitral rules. I'm qualified in New York, England, and Wales in the DIFC courts in Dubai, where I previously lived and practiced. I routinely represent clients and arbitrations involving a range of issues and frequently sit as an arbitrator in commercial disputes as well. I also have the good fortune to be a member of the AAA's commercial division arbitrator roster, the ICDR panel, and I'm a member of the AAA-ICDR Life Sciences Steering Committee and a member of the ICDR Publications Committee as well. So I get to do a lot with the AAA, which is really a wonderful organization. As I mentioned, with me today is Jeff Zaino, who's the vice president of the commercial division of the AAA in New York. He oversees administration of the large, complex commercial caseload, user outreach, and panel of commercial neutrals in New York. He joined the association in 1990, and Mr. Zaino is dedicated to promoting ADR methods and services. He's also written and published extensively on the topics of electronic reform and ADR, including several podcasts with the ABA, talks on law, and corporate counsel business. And he's appeared on CNN, MSNBC, and Bloomberg to discuss national election reform efforts and the Help America Vote Act. He was deemed a 2018 Alternative Dispute Resolution Champion by the National Law Journal and received awards for his ADR work from the National Academy of Arbitrators, Region 2 and Long Island Labor and Employment Relations Association. In 2022, Jeff received the Alicott Lieber Younger Committee of the Year Award for the New York State Bar Association Commercial and Federal Litigation Section. And in 2023, the Chairman's Award, NYSBA Dispute Resolution Section. So as you can tell, Jeff is a highly experienced, highly lauded arbitration expert, but we're really lucky to have his valuable insights today. So before we begin with some of the substance, let me just give a little bit of background on the AAA and the commercial division so that those that are less familiar have a little bit of information about what we're going to discuss today. The AAA is a non-profit alternative dispute resolution service provider headquartered in New York that administers arbitrations, mediations, and other forms of dispute resolution, such as ombudsperson and dispute avoidance training. It was founded in 1926 to provide an alternative to civil court proceedings, and that makes the AAA one of the oldest arbitral institutions in the world, as well as one of the largest, having administered over 11,553 business-to-business cases in 2023 alone, with a total value of over $19.1 billion. So that should give you a pretty good idea of the scope of what the AAA does. Notably, the AAA has several divisions that offer users substantial subject matter expertise. For instance, the commercial division, which Jeff heads, specializes in business-to-business disputes of all sizes, but has a particular expertise with large complex cases across a variety of industries, including accounting, communications, energy, entertainment, financial services, franchise, hospitality, insurance and reinsurance, life sciences, sports, and technology. There are also separate AAA divisions that focus exclusively on construction issues, consumer disputes, employment matters, government issues, healthcare, and labor disputes. Lastly, as many of our listeners will know, the AAA has a well-known international division, the International Center for Dispute Resolution, or what's colloquially known as the ICDR, that focuses on disputes that have an international component. Before we get into some of our recent developments, Jeff, if you could tell us a bit about what makes the AAA different than other arbitral administrators, I'm sure our audience would love to hear that. Jeff: Sure. Hey, thanks so much, J.P., for having me today, and thanks for the kind words at the beginning. It's great to be here today. Well, you mentioned it. The AAA is the largest and oldest ADR provider in the world. We have over 700 staff worldwide and 28 offices, including one in Singapore. And we have a huge panel, and you're on that panel. We have 6,000 arbitrators on our panel, and we consider them experts in the industry. And we're really proud of our panel. And like you mentioned, we're hitting our 100th anniversary in 2026. And since then, when I started, I started in the 90s, like you mentioned, 1990. From 1926, when we were founded, to 1990, we did a million cases, one million cases. And then, since then, from 1990 until now, 2024, we hit 8 million, 8 million cases. So it's growing. And I feel that's because of AAA, AAA-ICDR. Again, we've been around for almost 100 years, and we keep on growing. And I feel that we took the A out of ADR. I mean, everyone says alternative dispute resolution, but I really think now it's, and you'll probably agree with me, J.P., that it's dispute resolution. It's something in our toolbox and it's not alternative any longer. And then another thing about us, a huge difference about AAA-ICDR is we're not for profit. That makes us unique in this space. Profit-based companies are a little bit different than what we are. We're not criticizing them, but we're unique in the sense that we work directly for the parties, not for the arbitrators. J.P.: That's a really interesting stat, Jeff. Let me unpack some of that because I think, first off, if I understood that correctly, you said up until 1990, there were 1 million cases administered. Is that right? Jeff: That's correct. We did 1 million cases from our founding, 1926, a year after the Federal Arbitration Act in 1925. So we did 1 million when I came on board in 1990. And then from 1990 until now, we've done a total of 8 million. So we doubled that, or tripled it. It's been amazing how the growth that we've seen. And also during a pandemic, we saw a huge growth at AAA-ICDR. J.P.: And Jeff, one thing that I think you're obviously very involved with the New York State Bar, and I've done quite a bit with the New York State Bar myself over the years. One thing that I noticed, and you just reminded me of this, was an uptick in submission agreements during the pandemic, by which I mean parties taking existing disputes for which there was no arbitration clause, drafting an arbitration clause for it to submit it and move it into arbitration. And I think some of that was a function of the recognition that disputes would founder if the courts were closed and that parties needed things done. Did you see that kind of growth during the pandemic of submission agreements as well? Jeff: Absolutely. The courts were shut down, like you mentioned, for three to four months worldwide. And the ADR providers, like the AAA-ICDR, did not shut down. And we did have submissions, more submissions than we've ever seen. And usually it's only about, I would say, 2%, 3% of our caseload is submissions, but we saw the court systems. And I had, personally, I had over a billion dollar case, a bankruptcy case that came to us from Texas and it was mediated. We had two mediators, one in Connecticut and one in Texas. We had six parties, 40 people showed up on the Zoom, J.P., it was amazing. And that was a submission to AAA through the court system. The judge talked to the parties and said, listen, we're shut down. This is an important matter. Why don't you go to AAA? And so, yes, we did see submissions during the pandemic. I'm not sure if that's going to continue on. Most of our disputes are features of contract, as you know. J.P.: Yeah. I mean, that's always going to be the case in arbitration, right? That the vast majority of cases will be subject to a pre-dispute arbitration clause. But I think it's really interesting when you see submission agreements like that, because I think it's a clear recognition that one, arbitration is a really valuable tool. And two, it's a real plus for the AAA and a real nod of confidence that those are submitted to AAA because that's parties taking something they know has to be figured out and saying, all right, AAA is the guy to do. I wanted to pick up, too, on that exponential growth of 8 million cases between 1990 and the present versus 1 million over the first, you know, what is that, 70-something years or 60-plus years? Jeff: 60-plus years, absolutely, yeah. J.P.: Are there particular industries that you've seen significant growth in since the 1990 period that you were discussing, like between 1990 and the present? Are there particular industries that you are seeing more growth in or that you think there could be more growth in? Just be curious to get your views on that. Jeff: Sure, sure. And my area of commercial, as you know, because you're on the commercial panel and the ICDR panel, is healthcare. And I know you're a big part of healthcare. Also, financial services. We've seen a huge growth in that in the last five years. We put together an advisory committee for financial services on insurance. And then also, as you probably know, consumer. We saw a big amount of consumer cases during the pandemic and even prior to the pandemic. And that's a big caseload. It's about 30% of our caseload at AAA-ICDR. But again, people criticize that sometimes and say, well, that's not fair to the consumer. They're forced into arbitration. But what I say, J.P., to law students and when I speak at events like this, I say, listen, we don't draft ourselves into contracts. AAA-ICDR does not do that. People draft us into contracts and we just try to make the process, we try to level the playing field. And we do a lot of consumer, but we do a lot of high-end commercial cases, as you know, a lot of international cases and things like that. But the two areas, I would say, a long way to answer to your question, J.P., is I would say healthcare and financial services, insurance, that's where we're seeing a lot of growth and also technology. J.P.: The consumer aspect is one that is obviously very, very, very hot right now, given things like the mass arbitration rules and things like that. And we will probably touch on that in a bit, but it's a really valuable service to provide. And that's one thing that I think the AAA really does well. As you mentioned, it's a not-for-profit organization. It's not an organization that's out to make money off of consumer disputes. It's really there to help everybody resolve them. So something for everyone to keep in mind. Jeff: The company bears the cost, not the consumer. And I hope people know that, that we're not out, like you said, we're not out to make a big buck on this. We're just trying to level a playing field and access to justice for these people. J.P.: Yeah. And that's really what it is. At the end of the day, it's access to justice. And a lot of times the alternative is small claims court, which is not always a great choice. I've sat as an arbitrator in small claims court a few times, and I can tell you it's a great process when it works, but it can be a challenging process as well so Jeff: Without a doubt. J.P.: Always something to keep in mind. Yeah. Well, let's talk then about some of the recent developments because there have been quite a few. And as you mentioned, it's coming up on the centennial for the AAA-ICDR. And a lot has happened, obviously, in the 100 years of its existence, almost 100 years of its existence. Jeff: Sure. J.P.: And quite a few of those things are pretty monumental. And one of the biggest ones, I guess, is that in February 2023. Bridget McCormack took over as president and CEO of the AAA-ICDR from India Johnson, who was in that role for a lot of years. Bridget was previously the chief justice of the Michigan Supreme Court, if I'm correct, and was also a professor and associate dean at the prestigious University of Michigan Law School. So she brings a pretty extensive wealth of experience to the AAA. Now that she's been in that role for about a year and a half, how have things been different at the AAA-ICDR under Bridget's leadership? Jeff: It's been wonderful. I mean, Bridget brings such life to the company right now. I mean, India Johnson was great. She put our house in order, our finances. but Bridget is now doing a wonderful job in getting out there. I'm not sure, J.P., have you met her yet? J.P.: I have not had the pleasure of meeting her in person, but I'll sort of preview for our listeners that we are in the process of trying to get Bridget into our firm to talk to everyone about what the AAA-ICDR does and give sort of an insider's view for our partners. Jeff: Oh, wonderful. She's such a dynamic speaker. If you go on YouTube, you'll see she speaks all the time. It's amazing. Whenever I ask her to speak at an event in New York, I feel bad about asking her because I know how busy she is, but she does agree. But I have to find a space in her calendar because if you see on LinkedIn, I know you're on LinkedIn too, J.P., and she is everywhere. It seems like every week she's speaking somewhere, very dynamic, and she embraces AI. And I know we're going to talk about AI a little bit, but also innovation. And she's been doing such a terrific job being the face of the AAA, and we needed that. India, again, did a wonderful job, but Bridget is out there and around the world doing international events, doing events here domestically. And it really, I think, is getting the word out there about ADR and about, well, I should say DR, sorry, dispute resolution, and also access to justice. Being a former chief justice of the Supreme Court of Michigan, doing a terrific job. And really, the people in the company are very excited. We have 700 plus employees, and we're excited with our new president. It really has been a great time with her. J.P.: You know it's funny. The one thing I've universally heard from anyone who works there when I ask about Bridget is everyone says great energy, great leadership, and really, really, really strong presence, which is really wonderful to hear because you seem to be echoing that pretty strongly as well. Jeff: Yeah, without a doubt. I mean, when she works a room, when she talks at an event, and it's great. We're forward-looking right now, big time. The AAA now is looking, AAA-ICDR, looking towards the future with innovation, with ODR, and we're going to talk about that, and with access to justice, which I love. And she's doing a terrific job. J.P.: Well, that's great to hear. And I think we are going to talk about odr.com in just a second. But before we do that, I'd just be curious, because they may well be the same thing. But what would you say Bridget's greatest accomplishment is so far? Jeff: I would say being the face of the AAA and embracing new ideas. For years, we didn't really, we moved kind of slowly. We embraced new ideas, but we moved slowly like a battleship turning around or an aircraft carrier turning around. We moved slowly. We're not doing that any longer. Bridget wants to move on quickly, which is great, and embrace things that are going on. And I think we're ahead of the curve on a lot of things, with acquiring ODR, with our embracing AI, with her ideas about innovation, access to justice. We are, I think, really ahead of the curve with respect to these areas, ahead of law firms, ahead of some of our competitors. And I attribute that to Bridget. J.P.: That's really great to hear. That's really great to hear. And it's really hard with a large organization to be nimble. Exactly. I know we do that pretty well at Reed Smith, I think, too, but it's a challenge, and it does require great leadership in order to get everybody on board with that. So it's wonderful to hear that's happening at the AAA-ICDR, and you see it. Jeff: Oh, yeah, without a doubt. And also, we're almost 100-year-old organizations, so you would think that we wouldn't be thinking about these innovation things in the future, but we are, which is terrific. We're an old organization, but not really. We're ready for the future. J.P.: Well, let's talk about that future a bit because it's clear that there's a strong focus on that. And one of the first things that I noticed is the odr.com resourceful internet solutions acquisition. So for those that don't know anything about that, maybe you could fill the audience in and give us a bit of background about that one and what it's done for the AAA-ICDR. Jeff: Sure. We just recently, a few months ago, acquired odr.com. It's a company that's been around for approximately 25 years. Online dispute resolution that can be completely customized for your needs for online dispute resolution. And they've been doing a wonderful job for many years. Okay. obviously much smaller than the AAA-ICDR, but they've been working with us. I'm not sure if you know this, J.P., but they've helped us with our no-fault business in New York. They help us set up our system initially years ago. So we've had a relationship with them for probably two decades with ODR. So we recently acquired them and we're working with them. Their most important area is right now is mediation. They have mediate.com and we're looking at our mediation.org and combining those two. Okay. And we want to expand our mediation business. And again, I mentioned it a couple of times, access to justice. We want high volume cases. Okay. We do obviously high-end cases, high dollar cases, but right now we're seeing with odr.com, we can spread the business, we can grow the business and we can expand our mediation business. And that's what we're trying to do because mediation is growing. As you know, J.P., it's it mediation has grown tremendously over the last couple of decades. But now with ODR online dispute resolution, I mean, it's going to really grow, I think. So that's what that's why we acquired it. And, you know, Colin Rule, I'm not sure, J.P., if you've ever met Colin Rule. The head of ODR.com. J.P.: I have not had the pleasure. Jeff: Yeah, he's he's phenomenal. know if anyone that's listening to this podcast, you just Google Colin Rule. He's been in this space for many, many years and he's a phenomenal person. And I'm really excited about this acquisition. And I think we're going to work so well together. J.P.: Jeff, just for people like me that are a little bit less savvy with how some of these things work technologically and sort of mechanically, is odr.com and mediate.com is a function of that, right? Or a part of that? Jeff: Yeah, it's a part of it. Yeah. And I believe they have arbitration.com, but now it's going to be merged in with the AAA. And the platform of odr.com is going to be used for our mediation services at AAA for online mediation services. J.P.: Okay. That's what I was getting at. So this is like a platform where users or parties and the mediator all log in, communicate with each other. Exchange their positions, and do everything that way. So is it correct to say it's sort of a virtual mediation platform? Jeff: Yeah, without a doubt. And now the timing is perfect, J.P., because we just came off the pandemic about a couple of years ago, and we were seeing, as you probably know, as an arbitrator at AAA, we were doing thousands of virtual hearings arbitration and also mediation, and it worked. It really worked. J.P.: Yeah. And that's really one of the true benefits that came out of the pandemic, in my view. Prior to the pandemic, I had always done certain aspects of cases virtually. And there was video conferencing was something that you could suggest, but that parties and frankly, arbitrators were not always that willing to embrace. But I think the pandemic really showed everyone that you can do things virtually. Efficiently, cost-effectively, and in a way that you don't need an in-person hearing for, and that it can be really successful. So I'm sure the timing has been right for odr.com and that acquisition. In terms of integrating it, what's the full timeline for getting it fully integrated, if you don't mind my asking? Jeff: Sure. I mean, right now we're focusing on mediation. Okay. That's going to be our focus for the next several months. And then I think we're going to try to see if we can move this into arbitration also, because we're still seeing a lot of arbitrations, not a lot. I mean, I would say that 30% of our arbitrations are still being done in the virtual world. We're starting to see, and JP you've been at my Midtown office in Midtown Manhattan on 42nd Street, and we're starting to see about 60 to 70% capacity as an in-person for arbitration. But there's still a segment that wants to do it in the virtual world. And this is where odr.com comes into play. And right now it's, but the focus right now is mediation and working with our mediation team at the AAA-ICDR. J.P.: Got it. Well, you know, it's funny. I have an employment partner who told me the odds of them ever doing an employment mediation below a certain value in person again are slim to none. Jeff: Interesting. J.P.: Yeah. And I think you guys have really hit the nail on the head with this. Jeff: Well, with labor similar to employment, we're seeing almost 80% of labor cases now in New York City, I'm talking, are being done virtual, maybe even a little bit more than that. They got so used to doing it in the virtual world for labor cases, union management. It's interesting to see where we're going with this. But commercial type disputes, the type that you handle, J.P., we're starting to see more people coming back into in-person. However, we're not seeing the days of a witness flying in from Paris for one hour because we have all the technology at the offices, our offices around the country, the voice activated camera. So we don't need to ship in people for one hour. It's a waste of money. J.P.: Yeah. And that's, you know, that's really the great thing that this technology allows for, which is, you know, I just did a, to mention the hearing space, Jeff, I just did a pretty large week-long hearing earlier in the year at the AAA's offices on 42nd Street. And it was great, but there were, you know, and I do, you know, myself prefer in-person for certain things, but, you know, during that hearing, we had witnesses that were exactly what you're describing, I mean, really only required to confirm a few issues or give, you know, a short cross examination and they were located in pretty diverse regions. Absolutely no reason to incur the time or expense or frankly, just the headache of bringing those people in from around the world for scheduling purposes and everything else. Jeff: Sure. J.P.: We did those, you know, we did those witnesses virtually and that is a real, that's a real benefit. You know, you sort of do that hybrid approach and you can save, it's way more efficient, It's way more cost-effective, and it is just easier from a scheduling perspective. So this is a really great development. Jeff: Yeah, and J.P., have you noticed, I mean, when you were probably at my office on 42nd Street, we have now the big monitors. And I've noticed that arbitrators like yourself and advocates like yourself are using more technology in the rooms. We have these cupboards in our hearing rooms where the binders used to go, the big binders for exhibits and things like that. No longer am I seeing that. Most arbitrators are now using our, we provide iPads, we have the big monitors, and it seems like people are going away from paper, which is great too. J.P.: Yeah, it's funny. I'm sort of like probably the last of the Mohicans where people really had to do things like mini books. Like when I was a real junior associate, we would have hearing bundles that were in mini book form and they were, you'd have 55 volumes and everything would be in there. I mean, there's sort of those nightmare stories where parties would spend hundreds of thousands of dollars just pulling together the paper for a hearing. And that, you know, that to me always seemed a little bit crazy. In this day and age, it is totally unnecessary. I would much prefer to have everything electronically. And that hearing space really allows for that. So really, really great to hear that parties are embracing that because it's such a cost savings and it's an efficiency. You know, it just doesn't need to be the way it was. Jeff: Sure. J.P.: Well, let's talk then a bit about some of the AI stuff that you were mentioning, because I think that is really, I have to confess, I don't understand it as well as I should. I think most people, if they were being honest, probably have an inkling of what it does, but don't really know. I'd love to hear what the AAA-ICDR is doing with AI, because it's a really, really, really groundbreaking development. Jeff: Absolutely. Well, if you Google Bridget McCormack, our president, she speaks on AI quite frequently and it really has embraced it. And how have we embraced that AAA? Well, she encourages the staff to use it. And we have, she's even recommended certain programs that we should use. But with respect to how are we using it with respect to running our business? Well, we have ClauseBuilder and you know about ClauseBuilder. It's a tool that was developed in 2013 where people can go online and develop a clause for arbitration. Now we have ClauseBuilder AI, which as opposed to going through various modules with the original ClauseBuilder, you can just type in, I want an employment clause. I want three arbitrators. I want limited discovery. And the clause builder AI will build that clause for you. That's something we just rolled out. Also for arbitrators, scheduling orders. We have an AI program right now for arbitrators where a scheduling order usually takes an arbitrator, and you can correct me if I'm wrong, J.P., usually about an hour to two hours after you do the preliminary hearing. Well, now AI reduces that time to probably a couple of minutes for an arbitrator. So we rolled that out. And we obviously were having discussions about low dollar cases, high volume cases. Can AI be used? And we're looking into that. We haven't rolled that out yet. It's not going to eliminate you, J.P., but it's something that we're looking at right now. And we are embracing it. I use it for various things. I'll give you an example. I use it for if I'm doing an educational program, I'll type in, you know, I'm doing a program on arbitration and discovery. Can you give me a good title for this program? I've been doing this for years. I've used a lot of different titles for programs, and it's wonderful to use AI for those purposes and for editing things. So I like the fact that our company embraces it. Some companies do not. Some law firms, as you know, J.P., do not embrace AI. And we had that case last year where I think an attorney, it wasn't arbitration, it was litigation, where he cited cases through AI that never existed. J.P.: Yeah, that's actually happened more than once since then. And it's been kind of amazing to me. Yeah, it's funny. We as a law firm at Reed Smith have definitely embraced AI. We've got a person who's sort of C-suite level that addresses that and that heads that function up. And I know we are trying to bring it in much more for things that are sort of routine, that don't require necessarily true attorney time. And it is a real game changer. I mean, you know, anybody who doesn't get on board with AI is going to get left behind at some point because it is truly, truly the wave of the future, in my view. Jeff: Oh, absolutely. And the way I look at it, people say, well, it seems scary or whatever. But what about Google Maps and things that we've embraced years ago? I couldn't live, J.P., without Google Maps. So that's technology that it's going to help us. It's not going to take us over or whatever. It's going to help us enhance what we're doing. J.P.: Yeah, I think the concerns about Skynet are a little bit, you know, Skynet and Terminator are a little bit far-fetched, but it is something that we all need to get on board with. It's a lot like the way that, you know, when I first started practicing the notion of uploading paper documents to be reviewed and then using search terms was really scary for a lot of people, but that, you know, that became commonplace and you couldn't function without it. This will do the same thing to the extent it's not the same. Now, Jeff, what's the overlap, if any, between that you see between some of the AI initiatives and odr.com? Jeff: We're not really combining those yet, but I think we will. There's discussions about it, but right now we're focusing on mediation with odr.com and we're discussing rolling out AI with various things to help to assist our arbitrators, are mediators, but I think eventually, you know, there'll be a combination, I think, but right now there's not. J.P.: Got it. Well, we'll stay tuned because I can't imagine those two things are going to stay in separate houses for too long. Well, we could talk all day about what's going on at the AAA-ICDR right now because it's just amazing. I mean, it's really incredibly, incredibly dynamic at the moment. But what I'd like to do is sort of shift ahead to looking ahead to the future. We talked a bit earlier about how the AAA is rapidly approaching its centennial anniversary, And that's kind of a natural reflection point for any organization. If you were to sort of sum things up and say, what accomplishments from its first century of existence that the AAA is most proud of, what do you think you would point to? Jeff: Well, I would point to two things. First, how amazing the AAA-ICDR was and also other ADR providers. When pandemic hit, within a week, we were up with 700 employees doing thousands and thousands of cases. And I was worried about the arbitrators, not you, J.P., but other arbitrators with the technology. And our 6,000 arbitrators, it was flawless. It was amazing or seamless. It really went well. And that I'm very, very proud of because I had been with the AAA for a long time prior to that. And I was really concerned that the arbitrators weren't going to get it. We weren't going to be able to understand Microsoft Teams, Zoom, all that kind of stuff. So we did a great job during pandemic. We had some of our best years during pandemic with respect to helping society in arbitrating cases. But also some of the things that we've done for state and federal governments, you know, state and federal governments, Storm Sandy, Katrina. Those are the things I'm very proud of. I was a part of the Storm Sandy stuff where we administered 6,000 cases for homeowners and with insurance companies. And we were able to do that very quickly. And we're a not-for-profit. So the federal government and the state governments look at us and will hire us to do those kind of projects. And we can quickly mobilize because of our staff. So those two things really stand out in my career at AAA. J.P.: That's a really, really interesting thing to point to because that truly embodies the best that the AAA can offer. It's an incredible service that really helped people with real-life issues during really challenging times. So wonderful to hear. What would you see for the next 100 years in the AAA? Like, you know, looking forward, I know it's going to be here for, it's going to be having its two, it's bicentennial at some point. It will absolutely occur. What would you see is, you know, if you were to fast forward yourself a hundred years and still be in the seat, because by then technology will have kept us all alive for the next hundred years, and you're Jeff Zaino 2.0, sitting around in 200 years, where would you see the AAA-ICDR at that point? Jeff: Well, I'm on part of the committee for the 100-year anniversary. We have a committee already formed two years in advance to get ready for our 100th year anniversary, and we're talking about this stuff. And I think some of the themes that Bridget's talking about, access to justice, I think we're going to be, we saw from 1990 to now 8 million cases, we're going to see far more. We're going to see the public now embracing arbitration. When I was hired by the AAA in the 90s, I didn't even know what AAA stood for. I mean, with the name, American Arbitration Association. I didn't know what arbitration was. We are reaching out to law schools. We're doing collaboration with a lot of law schools in New York and throughout the country, throughout the world. And I think the word's going to get out there that arbitration is the way to go. Our mediation is too. And I'm excited about that. Also, we're going to see far more diversity at AAA and also in the community. And that's something that we really care about at the AAA. Right now, J.P., as you probably know, any list that goes out at the AAA is a minimum of 30% diverse. So we're going to see an increase in that area, but also access to justice for the public. J.P.: Really, really great. And I think we will all watch with rapt attention to see what happens because it's only good things in the future for the AAA-ICDR, that's for sure. Well, Jeff, I just want to thank you. But before we wrap this up, I'm going to reserve my right to bring you back for another podcast because there's so much more we could talk about. So, but is there anything I missed that we should hit on now that would be great for the audience to hear? I know there's just so much going on. Jeff: Well, I hope the audience when in 2026, when we have our 100th anniversary, I hope people participate in it because we're going to do things worldwide and we're going to be doing events everywhere. And that year we really are, we have a huge team of people that are working in our 100th year anniversary and not to just necessarily promote AAA-ICDR, but to promote arbitration and mediation. And that's what we're going to be doing in 2026, and I'm very excited about it. J.P.: You heard it here first, folks. Arbitration is the future. And Jeff said it himself. So we will definitely watch closely. Well, good. And just to give a very quick preview on this one, too, because Jeff, you mentioned it. We are going to, in the future, have your colleagues from the ICDR side of the house come on, and we're going to bring some of the new folks from Singapore and a few other people. So more to come. And it's just incredible to see. Jeff: We look forward to it. And J.P., I'd love to have another sit down with you. It's been great. J.P.: Good. We absolutely will. So that then will conclude our discussion at the American Arbitration Association for now. And I want to thank our guest, Jeff Zaino of the AAA Commercial Division for his invaluable insights. And I want to thank you, the audience, for listening today. You should feel free to reach out to Reed Smith about today's podcast with any questions you might have. And you should absolutely as well feel free to reach out to Jeff. I know he's super responsive and he would love to chat with you directly if you have any questions. And we look forward to having you tune in for future episodes of the series, including future updates with Jeff and our podcast with the ICDR as well. So thank you everyone. And we will be back. Outro: Arbitral Insights is a Reed Smith production. Our producers are Ali McCardell and Shannon Ryan. For more information about Reed Smith's global international arbitration practice, email arbitralinsights@reedsmith.com. To learn about the Reed Smith Arbitration Pricing Calculator, a first-of-its-kind mobile app that forecasts the cost of arbitration around the world, search Arbitration Pricing Calculator on reedsmith.com or download for free through the Apple and Google Play app stores. You can find our podcast on podcast streaming platforms, reedsmith.com, and our social media accounts at Reed Smith LLP. Disclaimer: This podcast is provided for educational purposes. It does not constitute legal advice and is not intended to establish an attorney-client relationship, nor is it intended to suggest or establish standards of care applicable to particular lawyers in any given situation. Prior results do not guarantee a similar outcome. Any views, opinions, or comments made by any external guest speaker are not to be attributed to Reed Smith LLP or its individual lawyers. All rights reserved. Transcript is auto-generated.
In this special episode of the Oracle University Podcast, Lois Houston and Nikita Abraham, along with Principal HCM Instructor Jeff Schuster, delve into the intersection of HCM and AI, exploring the practical applications and implications of this technology in human resources. Jeff shares his insights on bias and fairness, the importance of human involvement, and the need for explainability and transparency in AI systems. The discussion also covers the various AI features embedded in HCM and their impact on talent acquisition, performance management, and succession planning. Oracle AI in Fusion Cloud Human Capital Management: https://mylearn.oracle.com/ou/learning-path/oracle-ai-in-fusion-cloud-human-capital-management-hcm/136722 Oracle Fusion Cloud HCM: Dynamic Skills: https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-hcm-dynamic-skills/116654/ Oracle University Learning Community: https://education.oracle.com/ou-community LinkedIn: https://www.linkedin.com/showcase/oracle-university/ Twitter: https://twitter.com/Oracle_Edu Special thanks to Arijit Ghosh, David Wright, and the OU Studio Team for helping us create this episode. -------------------------------------------------------- 00:00 Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started! 00:26 Lois: Hello and welcome to the Oracle University Podcast! I'm Lois Houston, Director of Innovation Programs here at Oracle University, and with me, is Nikita Abraham, Team Lead of Editorial Services. Nikita: Hi everyone! Last week's conversation was all about Oracle Database 23ai backup and recovery, where we dove into instance recovery and effective recovery strategies. Today's episode is a really special one, isn't it, Lois? 00:53 Lois: It is, indeed, Niki. Of course, all of our AI episodes are special. But today, we have our friend and colleague Jeff Schuster with us. I think our listeners are really going to enjoy what Jeff has to share with us. Nikita: Yeah definitely! Jeff is a Principal HCM Instructor at Oracle University. He recently put together this really fantastic course on MyLearn, all about the intersection of HCM and AI, and that's what we want to pick his brain about today. Hi Jeff! We're so excited to have you here. 01:22 Jeff: Hey Niki! Hi Lois! I feel special already. Thanks you guys so much for having me. Nikita: You've had a couple of busy months, haven't you? 01:29 Jeff: I have! It's been a busy couple of months with live classes. I try and do one on AI in HCM at least once a month or so so that we can keep up with the latest/greatest stuff in that area. And I also got to spend a few days at Cloud World teaching a few live classes (about artificial intelligence in HCM, as a matter of fact) and meeting our customers and partners. So yeah, absolutely great week. A good time was had by me. 01:55 Lois: I'm sure. Cloud World is such a great experience. And just to clarify, do you think our customers and partners also had a good time, Jeff? It wasn't just you, right? Jeff: Haha! I don't think it was just me, Lois. But, you know, HCM is always a big deal, and now with all the embedded AI functionality, it really wasn't hard to find people who wanted to spend a little extra time talking about AI in the context of our HCM apps. So, there are more than 30 separate AI-powered features in HCM. AI features for candidates to find the right jobs; for hiring managers to find the right candidates; skills, talent, performance management, succession planning— all of it is there and it really covers everything across the Attract/Grow/Keep buckets of the things that HR professionals do for a living. So, anyway, yeah, lots to talk about with a lot of people! There's the functional part that people want to know about—what are these features and how do they work? But obviously, AI carries with it all this cultural significance these days. There's so much uncertainty that comes from this pace of development in that area. So in fact, my Cloud World talk always starts with this really silly intro that we put in place just to knock down that anxiety and get to the more practical, functional stuff. 03:11 Nikita: Ok, we're going to need to discuss the functional stuff, but I feel like we're getting a raw deal if we don't also get that silly intro. Lois: She makes a really good point. Jeff: Hahaha! Alright, fair enough. Ok, but you guys are gonna have to imagine I've got a microphone and a big room and a lot of echo. AI is everywhere. In your home. In your office. In your homie's home office. 03:39 Lois: I feel like I just watched the intro of a sci-fi movie. Jeff: Yeah. I'm not sure it's one I'd watch, but I think more importantly it's a good way to get into discussing some of the overarching things we need to know about AI and Oracle's approach before we dive into the specific features, so you know, those features will make more sense when we get there? 03:59 Nikita: What are these “overarching” things? Jeff: Well, the things we work on anytime we're touching AI at Oracle. So, you know, it starts with things like Bias and Fairness. We usually end up in a pretty great conversation about things like how we avoid bias on the front end by making sure we don't ingest things like bias-generating content, which is to say data that doesn't necessarily represent bias by itself, but could be misused. And that pretty naturally leads us into a talk about guardrails. Nikita: Guardrails? Jeff: Yeah, you can think of those as checkpoints. So, we've got rules about ingestion and bias. And if we check the output coming out of the LLM to ensure it complied with the bias and fairness rules, that's a guardrail. So, we do that. And we do it again on the apps side. And so that's to say, even though it's already been checked on the AI side, before we bring the output into the HCM app, it's checked again. So another guardrail. 04:58 Lois: How effective is that? The guardrails, and not taking in data that's flagged as bias-generating? Jeff: Well, I'll say this: It's both surprisingly good, and also nowhere near good enough. Lois: Ok, that's as clear as mud. You want to elaborate on that? Jeff: Haha! I think all it means is that approach does a great job, but our second point in the whole “standards” discussion is about the significance of having a human in the loop. Sometimes more than one, but the point here is that, particularly in HCM, where we're handling some really important and sensitive data, and we're introducing really powerful technology, the H in HCM gets even more important. So, throughout the HCM AI course, we talk about opportunities to have a human in the loop. And it's not just for reviewing things. It's about having the AI make suggestions, and not decisions, for example. And that's something we always have a human in the loop for all the time. In fact, when I started teaching AI for HCM, I always said that I like to think of it is as a great big brain, without any hands. 06:00 Nikita: So, we're not talking about replacing humans in HCM with AI. Jeff: No, but we're definitely talking about changing what the humans do and why it's more important than ever what the humans do. So, think of it this way, we can have our embedded AI generate this amazing content, or create really useful predictions, whatever it is that we need. We can use whatever tools we want to get there, but we can still expect people to ask us, “Where did that come from?” or “Does this account for [whatever]?”. So we still have to be able to answer that. So that's another thing we talk about as kind of an overarching important concept: Explainability and Transparency. 06:41 Nikita: I'm assuming that's the part about showing our work, right? Explaining what's being considered, how it's being processed, and what it is that you're getting back. Jeff: That's exactly it. So we like to have that discussion up front, even before we get to things like Gen and Non-Gen AI, because it's great context to have in mind when you start thinking about the technology. Whenever we're looking at the tech or the features, we're always thinking about whether people are appropriately involved, and whether people can understand the AI product as well as they need to. 07:11 Lois: You mentioned Gen and Non-Gen AI. I've also heard people use the term “Classic AI.” And lately, a lot more about RAG and Agents. When you're teaching the course, does everybody manage to keep all the terminology straight? Jeff: Yeah, people usually do a great job with this. I think the trick is, you have to know that you need to know it, if that makes sense. Lois: I think so, but why don't you spell it out for us. Jeff: Well, the temptation is sometimes to leave that stuff to the implementers or product developers, who we know need to have a deep understanding of all of that. But I think what we've learned is, especially because of all the functional implications, practitioners, product owners, everybody needs to know it too. If for no other reason so they can have more productive conversations with their implementers. You need to know that Classic or Non-Generative AI leverages machine learning, and that that's all you need in order to do some incredibly powerful things like predictions and matching. So in HCM, we're talking about things like predicting time to hire, identifying suggested candidates for job openings, finding candidates similar to ones you already like, suggesting career paths for employees, and finding recommended successors. All really powerful matching stuff. And all of that stuff uses machine learning and it's certainly AI, but none of that uses Generative AI to do that because it doesn't need to. 08:38 Nikita: So how does that fit in with all the hype we've been hearing for a long time now about Gen AI and how it's such a transformative technology that's going to be more impactful than anything else? Jeff: Yeah, and that can be true too. And this is what we really lean into when we do the AI in HCM course live. It's much more of a “right AI for the right job” kind of proposition. Lois: So, just like you wouldn't use a shovel to mix a cake. Use the right tool for the job. I think I've got it. So, the Classic AI is what's driving those kinds of features in HCM? The matching and recommendations? Jeff: Exactly right. And where we need generative content, that's where we add on the large language model capability. With LLMs, we get the ability to do natural language processing. So it makes sense that that's the technology we'd use for tasks like “write me a job description” or “write me performance development tips for my employee”. 09:33 Nikita: Ok, so how does that fit in with what Lois was asking about RAG and Agents? Is that something people care about, or need to? Jeff: I think it's easiest to think about those as the “what's next” pieces, at least as it relates to the embedded AI. They kind of deal with the inherent limitations of Gen and Non-Gen components. So, RAG, for example - I know you guys know, but your listeners might not...so what's RAG stand for? Lois & Nikita: Retrieval. Augmented. Generation. Jeff: Hahaha! Exactly. Obviously. But I think everything an HCM person needs to know about that is in the name. So for me, it's easiest to read that one backwards. Retrieval Augmented Generation. Well, the Generation just means it's more generative AI. Augmented means it's supplementing the existing AI. And Retrieval just tells you that that's how it's doing it. It's going out and fetching something it didn't already have in order to complete the operation. 10:31 Lois: And this helps with those limitations you mentioned? Nikita: Yeah, and what are they anyway? Jeff: I think an example most people are familiar with is that large language models are trained on this huge set of information. To a certain point. So that model is trained right up to the point where it stopped getting trained. So if you're talking about interacting with ChatGPT, as an example, it'll blow your doors off right up until you get to about October of 2023 and then, it just hasn't been trained on things after that. So, if you wanted to have a conversation about something that happened after that, it would need to go out and retrieve the information that it needed. For us in HCM, what that means is taking the large language model that you get with Oracle, and using retrieval to augment the AI generation for the things that the large language model wouldn't have had. 11:22 Nikita: So, things that happened after the model was trained? Company-specific data? What kind of augmenting are you talking about? Jeff: It's all of that. All those things happen and it's anything that might be useful, but it's outside the LLM's existing scope. So, let's do an example. Let's say you and Lois are in the market to hire someone. You're looking for a Junior Podcast Assistant. We'd like the AI in HCM to help, and in order to do that, it would be great if it could not just generate a generic job description for the posting, but it could really make it specific to Oracle. Even better, to Oracle University. So, you'd need the AI to know a few more things in order to make that happen. If it knows the job level, and the department, and the organization—already the job posting description gets a lot better. So what other things do you think it might need to know? 12:13 Lois: Umm I'm thinking…does it need to account for our previous hiring decisions? Can it inform that at all? Jeff: Yes! That's actually a key one. If the AI is aware not only of all the vacancies and all of the transactional stuff that goes along with it (like you know who posted it, what's its metadata, what business group it was in, and all that stuff)...but it also knows who we hired, that's huge. So if we put all that together, we can start doing the really cool stuff—like suggesting candidates based not only on their apparent match on skills and qualifications, but also based on folks that we've hired for similar positions. We know how long it took to make those hires from requisition open to the employee's first start date. So we can also do things like predicting time to hire for each vacancy we have with a lot more accuracy. So now all of a sudden, we're not just doing recruiting, but we have a system that accounts for “how we do it around here,” if that makes any sense. But the point is, it's the augmented data, it's that kind of training that we do throughout ingestion, going out to other sources for newer or better information, whatever it is we need. The ability to include it alongside everything that's already in the LLM, that's a huge deal. 13:31 Nikita: Ok, so I think the only one we didn't get to was Agents. Jeff: Yeah, so this one is maybe a little less relevant in HCM—for now anyway. But it's something to keep an eye on. Because remember earlier when I described our AI as having a great big brain but no hands? Lois: Yeah... Jeff: Well, agents are a way of giving it hands. At least for a very well-defined, limited set of purposes. So routine and repetitive tasks. And for obvious reasons, in the HCM space, that causes some concerns. You don't want, for example, your AI moving people forward in the recruiting process or changing their status to “not considered” all by itself. So going forward, this is going to be a balancing act. When we ask the same thing of the AI over and over again, there comes a point where it makes sense to kind of “save” that ask. When, for example, we get the “compare a candidate profile to a job vacancy” results and we got it working just right, we can create an agent. And just that one AI call that specializes in getting that analysis right. It does the analysis, it hands it back to the LLM, and when the human has had what they need to make sure they get what they need to make a decision out of it, you've got automation on one hand and human hands on the other...hand. 14:56 Have you mastered the basics of AI? Are you ready to take your skills to the next level? Unlock the potential of advanced AI with our OCI Generative AI Professional course and certification that covers topics like large language models, the OCI Generative AI Service, and building Q&A chatbots for real-world applications. Head over to mylearn.oracle.com to find out more. 15:26 Nikita: Welcome back! Jeff, you've mentioned the “Time to Hire” feature a few times? Is that a favorite with people who take your classes? Jeff: The recruiting folks definitely seem to enjoy it, but I think it's just a great example for a couple of reasons. First, it's really powerful non-generative AI. So it helps emphasize the point around the right AI for the right job. And if we're talking about things in chronological order, it's something that shows up really early in the hire-to-retire cycle. And, you know, just between us learning nerds, I like to use Time to Hire as an early example because it gets folks in the habit of working through some use cases. You don't really know if a feature is going to get you what you need until you've done some of that. So, for example, if I tell you that Time to Hire produces an estimated number of days to your first hire. And you're still Lois, and you're still Niki, and you're hiring for a Junior Podcast Assistant. So why do you care about time to hire? And I'm asking you for real—What would you do with that prediction if you had it? 16:29 Nikita: I guess I'd know how long it is before I can expect help to arrive, and I could plan my work accordingly. Jeff: Absolutely. What else. What could you do with a prediction for Time to Hire? Lois: Think about coverage? Jeff: Yeah! Exactly the word I was looking for. Say more about that. Lois: Well, if I know it's gonna be three months before our new assistant starts, I might be able to plan for some temporary coverage for that work. But if I had a prediction that said it's only going to be two weeks before a new hire could start, it probably wouldn't be worth arranging temporary coverage. Niki can hold things down for a couple of weeks. Jeff: See, I'm positive she could! That's absolutely perfect! And I think that's all you really need to have in terms of prerequisites to understand any of the AI features in HCM. When you know what you might want to do with it, like predicting the need for temp cover, and you've got everything we talked about in the foundation part of the course—the Gen and the Classic, all that stuff, you can look at a feature like Time to Hire and then you can probably pick that up in 30 seconds. 17:29 Nikita: Can we try it? Jeff: Sure! I mean, you know, we're not looking at screens for this conversation, but we can absolutely try it. You're a recruiter. If I tell you that Time to Hire is a feature that you run into on the job requisition and it shows you just a few editable fields, and then of course, the prediction of the number of days to hire—tell me how you think that feature is going to work when you get there. Lois: So, what are the fields? And does it matter? Jeff: Probably not really, but of course you can ask. So, let me tell you. Ready? The fields—they are these. Requisition Title, Location, and Education Level. Nikita: Ok, well, I have to assume that as I change those things… like from a Junior Podcast Assistant to a Senior Podcast Assistant, or change the location from Redwood Shores to Detroit, or change the required education, the time to hire is going to change, right? Jeff: 100%, exactly. And it does it in real time as you make those changes to those values. So when you pick a new location, you immediately get a new number of days, so it really is a useful tool. But how does it work? Well, we know it's using a few fields from the job requisition, but that's not enough. Besides those fields, what else would you need in order to make this prediction work? 18:43 Lois: The part where it translates to a number of days. So, this is based on our historic hiring data? How long it took us to hire a podcast assistant the last time? Jeff: Yep! And now you have everything you need. We call that “historic data from our company” bit “ingestion,” by the way. And there's always a really interesting discussion around that when it comes up in the course. But it's the process we use to bring in the HCM data to the AI so it can be considered or predictions exactly like this. Lois: So it's the HCM data making the AI smarter and more powerful. Nikita: And tailored. Jeff: Exactly, it's all of that. And obviously, the HCM is better because we've given it the AI. But the AI is also better because it has the HCM in it. But look, I was able to give you a quick description of Time to Hire, and you were able to tell me what it does, which data it uses, and how it works in just a few seconds. So, that's kind of the goal when we teach this stuff. It's getting everybody ready to be productive from moment #1 because what is it and how does it work stuff is already out of the way, you know? 19:52 Lois: I do know! Nikita: Can we try it with another one? Jeff: Sure! How about we do...Suggested Candidates. Lois: And you're going to tell us what we get on the screen, and we have to tell you how it works, right? Jeff: Yeah, yeah, exactly. Ok—Suggested Candidates. You're a recruiter or a hiring manager. You guys are still looking for your Junior Podcast Assistant. On the requisition, you've got a section called Suggested Candidates. And you see the candidate's name and some scores. Those scores are for profile match, skills match, experience match. And there's also an overall match score, and the highest rated people you notice are sorted to the top of the list. So, you with me so far? Lois: Yes! Jeff: So you already know that it's suggesting candidates. But if you care about explainability and transparency like we talked about at the start, then you also care about where these suggested candidates came from. So let's see if we can make progress against that. Let's think about those match scores. What would you need in order to come up with match scores like that? 20:54 Nikita: Tell me if I'm oversimplifying this, but everything about the job on the requisition, and everything about the candidate? Their skills and experience? Jeff: Yeah, that's actually simplified pretty perfectly. So in HCM, the candidate profile has their skills and experience, and the req profile has the req requirements. Lois: So we're comparing the elements of the job profile and the person/candidate profile. And they're weighted, I assume? Jeff: That's exactly how it works. See, 30 seconds and you guys are nailing these! In fairness, when we discuss these things in the course, we go into more detail. And I think it's helpful for HCM practitioners to know which data from the person and the job profiles is being considered (and sometimes just as important, which is not being considered). And don't forget we're also considering our ingested data. Our previously selected candidates. 21:45 Lois: Jeff, can I change the weighting? If I care more about skills than experience or education, can I adjust the weighting and have it re-sort the candidates? Jeff: Super important question. So let me give you the answer first, which is “no.” But because it's important, I want to tell you more. This is a discussion we have in the class around Oracle's Embedded vs. Custom AI. And they're both really important offerings. With Embedded, what we're talking about are the features that come in HCM like any other feature. They might have some enablement steps like profile options, and there's an activation panel. But essentially, that's it. There's no inspection panel for you to open up and start sticking your screwdriver in there and making changes. Believe it or not, that's a big advantage with Embedded AI, if you ask me anyway. Nikita: It's an advantage to not be able to configure it? Jeff: In this context, I think you can say that it is. You know, we talk about the advantages about the baked-in, Embedded AI in this course, but one of the key things is that it's pre-built and pre-tested. And the big one: that it's ready to use on day one. But one little change in a prompt can have a pretty big butterfly effect across all of your results. So, Oracle provides the Embedded AI because we know it works because we've already tested it, and it's, therefore, ready on day one. And I think that story maybe changes a little bit when you open up the inspection panel and bust out that screwdriver. Now you're signing up to be a test pilot. And that's just fundamentally different than “pre-built and ready on day one.” Not that it's bad to want configuration. 23:24 Lois: That's what the Custom AI path and OCI are about though, right? For when customers have hyper-specific needs outside of Oracle's business processes within the apps, or for when that kind of tuning is really required. And your AI for HCM course—that focuses on the Embedded AI instead of Custom, yes? Jeff: That is exactly it, yes. Nikita: You said there are about 30 of these AI features across HCM. So, when you teach the course, do you go through all of them or are there favorites? Ones that people want to spend more time on so you focus on those? Jeff: The professional part of me wants to tell you that we do try to cover all of them, because that explainability and transparency business we talked about at the beginning. That's for real, so I want our customers to have that for the whole scope. 24:12 Nikita: The professional part? What's the other part? Jeff: I guess that's the part that says sure, we need to hit all of them. But some of them are just inherently more fun to work on. So, it's usually the learners who drive that in the live classes when they get into something, that's where we spend the most time. So, I have my favorites too. The learners have their favorites. And we spend time where it's everybody's favorite. Lois: Like where? Jeff: Ok, so one is far from the most complex one, but I think it's really elegant in its simplicity. And it's the Celebrate feature, where we do employee recognition. There's an AI Assist available there. So when it's time to recognize a colleague, you just need to enter the headline or the title, and the AI takes it from there and just writes up the recognition. 24:56 Lois: What about that makes it a good example, Jeff? You said it's elegant. What do you mean? Jeff: I think it's a few things. So, start with the prompt. It's just the one line—just the headline. And that's your one input. So, type in the headline, get the recognition below. It's a great demonstration of not just the simplicity, but the power we get out of that simplicity. I always ask it to recognize my employees for implementing AI features in Oracle HCM, just to see what it comes up with. When it tells the employee that they're helping the company by automating routine tasks, bringing efficiency to the HR department, and then launches into specific examples of how AI features help in HCM, it really is pretty incredible. So, it's a simple demo, but it explains a lot about how the Gen AI works. Lois: That's really cool. 25:45 Nikita: So this one is generative AI. It's using the large language model to create the recognition based on the prompt, which is basically just whatever you entered in the headline. But how does that help explain how Gen AI works in HCM? Jeff: Well, let's take our simple prompt for example. There's a lot happening behind the scenes. It's taking our prompt, it's doing its LLM thing, but before it's done, it's creating the results in a very specific way. An employee recognition reads really differently than a job description. So, I usually describe this as the hidden part of our prompt. The visible part is what we typed. But it needs to know things like our desired output format. Make sure to use the person's name, summarize the benefits, and be sure to thank them for their contribution, that kind of stuff. So, those things are essentially hard-coded into the page. And that's to say, this is another area where we don't get an inspection panel that lets us go in and tweak the prompt. 26:42 Nikita: And that's generally how generative AI works? Jeff: Pretty much. Wherever you see an AI Assist button in HCM, that's more or less what's going on. And so when you get to some of the other more complex features, it's helpful to know that that is what's going on. Lois: Like where? Jeff: Well, it works that way for the About Me part of your employee profile, for goal creation in performance, and I think a really great example is in performance, where managers are providing the competency development tips. So the prompt there is a little more complex there because it involves the employee's proficiency rating instead of free text. But still, pretty straightforward. You're gonna click AI Assist and it's gonna generate all the development tips for any specific competency listed for that employee. Good development tips. Five of them. Nicely formatted with bullet points. And these aren't random words assembled by an AI. So they conform to best practices in the development of competencies. So, something is telling the LLM to give us results that are that good, in that particular way. So, it's just another good example of the work AI is doing while protected behind the inspection panel that doesn't exist. So, the coding of that page, in combination with what the LLM generates and the agent that it uses, is what produces the result. That's generally the approach. In the class, we always have a good time digging into what must be going on behind that inspection panel. Generally speaking, the better feel we have for what's going on on these pages, the better we're able to get the results we want, even without having that screwdriver out. 28:21 Nikita: So it's time well-spent, looking at all the individual features? Jeff: I think so, especially if you're anticipating really using any of them. So, the good news is, once you learn a few of them and how they work, and what they're best at, you stop being surprised after a while. But there are always tips and tricks. And like we talked about at the top, explainability and transparency are absolutely key. So, as much as I'm not a fan of the phrase, I do think this is kind of a “knowledge is power” kind of situation. 28:51 Nikita: Sadly, we're just about out of time for this episode. Lois: That's too bad, I was really enjoying this. Jeff, you were just talking about knowledge—where can we get more? Jeff: Well, like you mentioned at the start, check out the AI in HCM course on MyLearn. It's about an hour and a half, but it really is time well spent. And we get into detail on everything the three of us discussed here today, and then we have demoscussions of every feature where we show them and how they work and which data they're using and a whole bunch more. So, there's that. Plus, I hear the instructor is excellent. Lois: I can vouch for that! Jeff: Well, then you should definitely look into Dynamic Skills. Different instructor. But we have another course, and again I think about an hour and a half, but when you're done with the AI course, I always feel like Dynamic Skills is where you really wanna go next to really flesh out all the Talent Management ideas that got stirred up while you were having a great time in the AI course. And then finally, the live classes. It's always really fun to take live questions while we talk about AI in HCM. 29:54 Nikita: Thanks, Jeff! This has been really interesting. Lois: Yeah, thanks for being here, Jeff. We've loved having you on. Jeff: Thank you guys so much for having me. It's been a pleasure. Lois: If you want to learn more about what we discussed, go to the show notes for today's episode. You'll find links to the AI for Human Capital Management and Dynamic Skills courses that Jeff mentioned so you can check them out. You can also head over to mylearn.oracle.com to find the live sessions for MyLearn subscribers that Jeff conducts. Nikita: Join us next week as we kick off our “Best of 2024” season, where we'll be revisiting some of our most popular episodes of the year. Until then, this is Nikita Abraham… Lois: And Lois Houston, signing off! 30:35 That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.
Listen Up Home Buyers—Jeff Jackson With FIMAVictoria: Hi, I'm Victoria Ray Henderson, the host of the NABA podcast, Listen Up Homebuyers. So happy to have back for a second round of conversations, Jeff Jackson, the Deputy Assistant Administrator for the Federal Insurance Directorate. He leads flood insurance operations for the National Flood Insurance Program at FEMA. And Jeff, I want to thank you so much for being a guest again on Listen Up Homebuyers.Jeff: Thanks. It's great to be back.Victoria: So glad to have you. I'd like to start with a very general question. What should every homebuyer know about flood insurance?Jeff: The most important thing to know is then that in all but the rarest of cases, flood risk is not insured through your homeowner's insurance policy. If you want to have coverage for water that comes from the outside and comes inside your house, so not stink backups, not toilet backups. Those kinds of things, but water coming in from the outside, it requires a separate flood insurance policy. You can either buy that from the National Flood Insurance Program, which is through FIMA, or there often are a number of private flood insurance policies that you can buy as well.Victoria: So if somebody lives in an area that isn't by the coast, isn't necessarily by a creek or a river, what do they need to know about flood insurance?Jeff: Well, it floods everywhere. There have been in the last little bit under 25 years, 99% of the counties in America have flooded. So, it's happening somewhere in your county. And what I would say is it's not always readily apparent just by looking around and seeing the distance to the nearest water source, although that's an extremely important factor. Changes in our built environment, the more we see paving, the more we see development of what was traditionally green space can raise our flood risk as well. And so there can be an illusion that you don't have flood risk when in actuality, you're at least perhaps moderately risky. And that certainly is an area when you get there, you would at least want to strongly only consider buying a flood insurance policy.Victoria: Okay. So as you know, I only work for people buying homes as an exclusive buyer broker. So the first thing that we typically do when they're going to be buying a home is see how well they're qualified to obtain a mortgage. At what point should a home buyer be looking at the risk that could be potentially there in a house of interest?Jeff: I would say it's when you get that listing from your broker and you see a list of houses, it's good to go look them up on the FIMA maps to see if it's a place where you would have to buy flood insurance. And we certainly went over this the last time I was here. But for the folks who are checking in for the first time, if you are in a high-risk area, what's called a special flood hazard area, and you have a federally backed mortgage, which is most mortgages, then you're required to buy. For everyone else, it's an option to buy, and for those where it's required, certainly as you go through the lending process, that will be made clear to you.But really, getting back to the heart of your question, it's when you walk through the door of the house for the first time. It's everything from knowing if it's in a high-risk area as you go and choose to look at the listing, as well as when you walk through the property, look around and look for what are there any signs of water in this house? Are there stomp pumps? Has clearly work been done because there's a drainage issue in a basement? Many places have that. So you don't have to be scared away that it's a matter of going in and learning as much as you can about the property so that you make a decision about whether or not to purchase it, and then if you do purchase it; First, do you have to buy, have flood insurance? And then second, should you choose to buy flood insurance?Victoria: Right, I always tell people that I'm working with that when we go into a house, the first thing I'm going to tell you is everything that's wrong with it. And I go straight to the basement because we both live in the greater Washington, D.C. area, and we have a lot of wet basements, a lot of issues, along the Potomac River. Just last week, I'm working with clients in Old Town, Alexandria, and they were interested in a condominium, and I checked the flood maps, and it's in an A.E. flood map. Walk me through what your advice would be for a homebuyer in that situation if they really wanted to put an offer in on a place like that.Jeff: The first thing I would do is reach out to your insurance agent and get a quote, not just for homeowners insurance, but also for flood insurance. If you're in that A.E. zone, that's one of the zones that is required to purchase if you have a federally backed mortgage. So I would go get a flood quote and factor that in, the cost of that in, when you're determining the affordability of the house, and as you're comparing it to other properties, perhaps where you might not have to buy a flood insurance policy and make that part of your buying decision, the more you can learn about a property, including from the cost perspective. But your number one trigger should be, have your insurance agent on speed dial. So, when you see that house, you know that Saturday is coming, you're getting excited about going and looking at all these properties, you know for that one, you would have to factor in cost.Victoria: When people are looking at properties and it's zoned X, but they aren't that far from a zone A.E., you had mentioned that typical flood insurance isn't covered in most homeowners insurance. Is that correct?Jeff: That's right.Victoria: Yeah. So, if you are anywhere near an A.E., would your advice be to go ahead and look into flood insurance?Jeff: I would go ahead and do it for a couple of reasons. The FIMA flood maps are really a regulatory product designed to decide when we as a country and particularly looking out for the mortgage holders' interest, when we're going to say, hey, we need you to go ahead and purchase this insurance because your high risk. If you're just outside of the high-risk area, you're not no risk, and that's the biggest myth that we have to bust here as we teach folks about flood risk in America. You're probably at medium risk. Medium to medium high is a good way of characterizing it.What we know over time is it only takes about an inch of water that can quickly get you up to around a $25,000 cost repairing your home. So, in that circumstance, I certainly would buy a policy. It really gives you peace of mind. It is an expense and I know with housing being so expensive and insurance costs are rising, it's not exciting to add an additional expense into the household budget to be sure. But we talk to people every year who do have the coverage and who do experience a loss. And they look at, let's say, a $50,000 or $60,000 flood loss, which is pretty common.Victoria: Okay.Jeff: Not average, but common, and so if you don't have the coverage, you're looking at covering that, putting things on a credit card, taking it out of your home equity. If you just bought the property, depending upon the size of your down payment, you may not have a lot of equity, and it really can set you back. People get set back decades and don't financially or don't financially recover at all. So particularly for the people in that situation that you described, it would be a great investment. Your home is your biggest investment for most of us, and this certainly will help you protect that investment.Victoria: Is it possible to give kind of an average, and we're not going to hold you to this, but an average cost for flood insurance? So people have some idea of what they'd be looking at.Jeff: Our average cost is a little bit over $800 right now.Victoria: Okay.Jeff: But it can range and particularly for those who are just outside of a high-risk area, it's going to be a little bit more than that probably. But the average cost right now is just a little bit over $800. The National Flood Insurance Program was created because we have an insurability problem in America, as well as an affordability problem. We haven't unfortunately solved the affordability problem in all these years, but the NFIP is here and we'll sell a policy to anyone in any of the 22,600 participating communities. So that availability problem that we see with, you know, we see insurers pulling out of places like California. We see people dropping people in Florida, insurers dropping people in Florida.With the NFIP that we're going to be there and we're going to continue to sell you the insurance. It is going to be at a risk-based price. That's the affordability piece of things, and it's one of the reasons why certainly for those who can afford to do so, we encourage you to buy, and for those that can't afford it, we continue to advocate to Congress to provide some type of assistance, and we're hopeful that one day that'll be in place as well.Victoria: On this podcast, we're going to include some links so that people can learn more, from the FIMA maps and regarding the flood insurance that you're talking about. Is there anything else that you would like consumers to know and specifically, again, people who are buying homes, anything that you could share with your expertise?Jeff: One is that the FIMA flood map is a snapshot in time. It may be some vintage and certainly has to be reevaluated to make sure it continues to represent the flood picture every five years, but a lot can happen in five years. Maps get updated on a priority order. And so, it's not uncommon to see a 10-year-old map that probably is pretty close to what the risk is. But if you're expecting fine line gradations and risk, that's not really what it's designed to do. It's designed to say it's tremendously helpful for the folks in your community who manage the floodplain, particularly at the county level. It's an important technical product for them. It's important for realtors and it certainly important to help you learn if you have to buy.What it's not great at is a nuanced view of risk, and so I caution against over-reliance on the flood maps, and I think the way you look at it is the right way to think about it, which is not just, am I in or am I out of the high risk zone? But how close am I to water sources? And then give some thought and have some conversation around what have been the changes to the built environment? Say, every map will have a date on it. What's the environment? What's happened since that map was put into place? That certainly is one thing.The second thing I would say is for many years, there's been a school of thought, which is that if you don't have to buy the insurance, you don't need it, you don't need to talk about it. I caution against anybody, gives you a very dismissive, oh, you don't need that, and so we don't need to bother to talk about it. I think that's a thinking that's a little bit behind the times and is certainly not where I would want to be as a consumer in terms of getting service from whoever would be giving me that advice. So I would counsel against you don't need it. I think there are a number of great agents. There are a number of great insurance agents who will help talk you through a nuanced conversation. I think somebody who's willing to get in a conversation with you is where I would want to be as a buyer.Victoria: Yeah, I think exclusive buyer brokers like myself, and we're all over the country, one of the first things we want to do is educate and inform, which is why I have you on this podcast, because people need to know what the risks are, and then they can make a decision based on that. I live in the Washington area, and every summer, I end up flocking to the beach, just like everybody does. Sometimes I drive along that strip, that little narrow strip of Ocean City and Lewis, Delaware, and then Dewey and Rehoboth and just think, this is a pretty risky area.Jeff: Yeah, it certainly is, there's been so much evolution in the science of catastrophe modeling and learning all the flooding events that potentially could happen. The more I talk to those experts, the more that I learn is that the amount of time we're in a home is infinitesimally small. It's just minute, and you'll hear owners of homes say, I've been here for 10 years, I've been here for 15 years, and it's never flooded. So, it's probably not likely to flood. And while previous flooding experience is important, it's just such a small amount of time. I mean, the way the water patterns work, 100 years is just beginning to get to the point where you really get a keen sense of how water is moving around and what the risk is in a particular area.And then that's on top of the fact that we change things so much. I mean, we're fortunate to live in these areas where things are getting torn down and things are getting rebuilt and we need additional parking. And so, there's got to be an extra lot. And so, there's all these things that sort of hopefully will move us away from maybe the people selling us the property had it for 15 years and it never flooded there. I wouldn't let that be the end of my inquiry.Victoria: No, definitely not. I mean, it's the biggest financial commitment you're going to make in your life until you, I guess, do it again. But you don't want to make a mistake like this.Jeff: We have a great website called FloodSmart.gov. It has all kinds of information about flood insurance policies, and that's important, but also just about flood risk in America. So, it's a great resource to go out and learn a little bit. Encourage your listeners to go check that out and we've got some videos on that as well. So, go check that out.Victoria: Great. Jeff Jackson is the Deputy Assistant Administrator for the Federal Insurance Directorate. He leads flood insurance operations for the National Flood Insurance Program at FIMA. Jeff, it is such a pleasure to talk to you again about flood insurance here on Listen Up Homebuyers.Jeff: It was great to be with you. Thanks.FEMA flood insurance Listen Up, Home Buyers! The podcast offering advice and tips from true buyer agents. Host and Producer, Victoria Ray Henderson is the owner and broker of HomeBuyer Brokerage in the Washington D.C. area. Victoria is and a member of the National Association of Exclusive Buyer Agents.
Jeff Morris, VP of Product & Solutions Marketing at Couchbase, joins Corey on Screaming in the Cloud to discuss Couchbase's new columnar data store functionality, specific use cases for columnar data stores, and why AI gets better when it communicates with a cleaner pool of data. Jeff shares how more responsive databases could allow businesses like Dominos and United Airlines to create hyper-personalized experiences for their customers by utilizing more responsive databases. Jeff dives into the linked future of AI and data, and Corey learns about Couchbase's plans for the re:Invent conference. If you're attending re:Invent, you can visit Couchbase at booth 1095.About JeffJeff Morris is VP Product & Solutions Marketing at Couchbase (NASDAQ: BASE), a cloud database platform company that 30% of the Fortune 100 depend on.Links Referenced:Couchbase: https://www.couchbase.com/TranscriptAnnouncer: Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at The Duckbill Group, Corey Quinn. This weekly show features conversations with people doing interesting work in the world of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles for which Corey refuses to apologize. This is Screaming in the Cloud.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn. This promoted guest episode of Screaming in the Cloud is brought to us by our friends at Couchbase. Also brought to us by Couchbase is today's victim, for lack of a better term. Jeff Morris is their VP of Product and Solutions Marketing. Jeff, thank you for joining me.Jeff: Thanks for having me, Corey, even though I guess I paid for it.Corey: Exactly. It's always great to say thank you when people give you things. I learned this from a very early age, and the only people who didn't were rude children and turned into worse adults.Jeff: Exactly.Corey: So, you are effectively announcing something new today, and I always get worried when a database company says that because sometimes it's a license that is going to upset people, sometimes it's dyed so deep in the wool of generative AI that, “Oh, we're now supporting vectors or whatnot.” Well, most of us don't know what that means.Jeff: Right.Corey: Fortunately, I don't believe that's what you're doing today. What have you got for us?Jeff: So, you're right. It's—well, what I'm doing is, we're announcing new stuff inside of Couchbase and helping Couchbase expand its market footprint, but we're not really moving away from our sweet spot, either, right? We like building—or being the database platform underneath applications. So, push us on the operational side of the operational versus analytic, kind of, database divide. But we are announcing a columnar data store inside of the Couchbase platform so that we can build bigger, better, stronger analytic functionality to feed the applications that we're supporting with our customers.Corey: Now, I feel like I should ask a question around what a columnar data store is because my first encounter with the term was when I had a very early client for AWS bill optimization when I was doing this independently, and I was asking them the… polite question of, “Why do you have 283 billion objects in a single S3 bucket? That is atypical and kind of terrifying.” And their answer was, “Oh, we built our own columnar data store on top of S3. This might not have been the best approach.” It's like, “I'm going to stop you there. With no further information, I can almost guarantee you that it was not.” But what is a columnar data store?Jeff: Well, let's start with the, everybody loves more data and everybody loves to count more things, right, but a columnar data store allows you to expedite the kind of question that you ask of the data itself by not having to look at every single row of the data while you go through it. You can say, if you know you're only looking for data that's inside of California, you just look at the column value of find me everything in California and then I'll pick all of those records to analyze. So, it gives you a faster way to go through the data while you're trying to gather it up and perform aggregations against it.Corey: It seems like it's one of those, “Well, that doesn't sound hard,” type of things, when you're thinking about it the way that I do, in terms of a database being more or less a medium to large size Excel spreadsheet. But I have it on good faith from all the customer environments. I've worked with that no, no, there are data stores that span even larger than that, which is, you know, one of those sad realities of the world. And everything at scale begins to be a heck of a lot harder. I've seen some of the value that this stuff offers and I can definitely understand a few different workloads in which case that's going to be super handy. What are you targeting specifically? Or is this one of those areas where you're going to learn from your customers?Jeff: Well, we've had analytic functionality inside the platform. It just, at the size and scale customers actually wanted to roam through the data, we weren't supporting that that much. So, we'll expand that particular footprint, it'll give us better integration capabilities with external systems, or better access to things in your bucket. But the use case problem is, I think, going to be driven by what new modern application requirements are going to be. You're going to need, we call it hyper-personalization because we tend to cater to B2C-style applications, things with a lot of account profiles built into them.So, you look at account profile, and you're like, “Oh, well Jeff likes blue, so sell him blue stuff.” And that's a great current level personalization, but with a new analytic engine against this, you can maybe start aggregating all the inventory information that you might have of all the blue stuff that you want to sell me and do that in real-time, so I'm getting better recommendations, better offers as I'm shopping on your site or looking at my phone and, you know, looking for the next thing I want to buy.Corey: I'm sure there's massive amounts of work that goes into these hyper-personalization stories. The problem is that the only time they really rise to our notice is when they fail hilariously. Like, you just bought a TV, would you like to buy another? Now statistically, you are likelier to buy a second TV right after you buy one, but for someone who just, “Well, I'm replacing my living room TV after ten years,” it feels ridiculous. Or when you buy a whole bunch of nails and they don't suggest, “Would you like to also perhaps buy a hammer?”It's one of those areas where it just seems like a human putting thought into this could make some sense. But I've seen some of the stuff that can come out of systems like this and it can be incredible. I also personally tend to bias towards use cases that are less, here's how to convince you to buy more things and start aiming in a bunch of other different directions where it starts meeting emerging use cases or changing situations rapidly, more rapidly than a human can in some cases. The world has, for better or worse, gotten an awful lot faster over the last few decades.Jeff: Yeah. And think of it in terms of how responsive can I be at any given moment. And so, let's pick on one of the more recent interesting failures that has popped up. I'm a Giants fan, San Francisco Giants fan, so I'll pick on the Dodgers. The Dodgers during the baseball playoffs, Clayton Kershaw—three-time MVP, Cy Young Award winner, great, great pitcher—had a first-inning meltdown of colossal magnitude: gave up 11 runs in the first inning to the Diamondbacks.Well, my customer Domino's Pizza could end up—well, let's shift the focus of our marketing. We—you know, the Dodgers are the best team in baseball this year in the National League—let's focus our attention there, but with that meltdown, let's pivot to Arizona and focus on our market in Phoenix. And they could do that within minutes or seconds, even, with the kinds of capabilities that we're coming up with here so that they can make better offers to that new environment and also do the decision intelligence behind it. Like, do I have enough dough to make a bigger offer in that big market? Do I have enough drivers or do I have to go and spin out and get one of the other food delivery folks—UberEats, or something like that—to jump on board with me and partner up on this kind of system?It's that responsiveness in real, real-time, right, that's always been kind of the conundrum between applications and analytics. You get an analytic insight, but it takes you an hour or a day to incorporate that into what the application is doing. This is intended to make all of that stuff go faster. And of course, when we start to talk about things in AI, right, AI is going to expect real-time responsiveness as best you can make it.Corey: I figure we have to talk about AI. That is a technology that has absolutely sprung to the absolute peak of the hype curve over the past year. OpenAI released Chat-Gippity, either late last year or early this year and suddenly every company seems to be falling all over itself to rebrand itself as an AI company, where, “We've been working on this for decades,” they say, right before they announce something that very clearly was crash-developed in six months. And every company is trying to drape themselves in the mantle of AI. And I don't want to sound like I'm a doubter here. I'm like most fans; I see an awful lot of value here. But I am curious to get your take on what do you think is real and what do you think is not in the current hype environment.Jeff: So yeah, I love that. I think there's a number of things that are, you know, are real is, it's not going away. It is going to continue to evolve and get better and better and better. One of my analyst friends came up with the notion that the exercise of generative AI, it's imprecise, so it gives you similarity things, and that's actually an improvement, in many cases, over the precision of a database. Databases, a transaction either works or it doesn't. It has failover or it doesn't, when—Corey: It's ideally deterministic when you ask it a question—Jeff: Yes.Corey: —the same question a second time, assuming it's not time-bound—Jeff: Gives you the right answer.Corey: Yeah, the sa—or at least the same answer.Jeff: The same answer. And your gen AI may not. So, that's a part of the oddity of the hype. But then it also helps me kind of feed our storyline of if you're going to try and make Gen AI closer and more accurate, you need a clean pool of data that you're dealing with, even though you've got probably—your previous design was such that you would use a relational database for transactions, a document database for your user profiles, you'd probably attach your website to a caching database because you needed speed and a lot of concurrency. Well, now you got three different databases there that you're operating.And if you're feeding data from each of those databases back to AI, one of them might be wrong or one of them might confuse the AI, yet how are you going to know? The complexity level is going to become, like, exponential. So, our premise is, because we're a multi-modal database that incorporates in-memory speed and documents and search and transactions and the like, if you start with a cleaner pool of data, you'll have less complexity that you're offering to your AI system and therefore you can steer it into becoming more accurate in its response. And then, of course, all the data that we're dealing with is on mobile, right? Data is created there for, let's say, your account profile, and then it's also consumed there because that's what people are using as their application interface of choice.So, you also want to have mobile interactivity and synchronization and local storage, kind of, capabilities built in there. So, those are kind of, you know, a couple of the principles that we're looking at of, you know, JSON is going to be a great format for it regardless of what happens; complexity is kind of the enemy of AI, so you don't want to go there; and mobility is going to be an absolute requirement. And then related to this particular announcement, large-scale aggregation is going to be a requirement to help feed the application. There's always going to be some other bigger calculation that you're going to want to do relatively in real time and feed it back to your users or the AI system that's helping them out.Corey: I think that that is a much more nuanced use case than a lot of the stuff that's grabbing customer attentions where you effectively have the Chat-Gippity story of it being an incredible parrot. Where I have run into trouble with the generative story has been people putting the thing that the robot that's magic and from the future has come up with off the cuff and just hurling that out into the universe under their own name without any human review, and that's fine sometimes sure, but it does get it hilariously wrong at some points. And the idea of sending something out under my name that has not been at least reviewed by me if not actually authored by me, is abhorrent. I mean, I review even the transactional, “Yes, you have successfully subscribed,” or, “Sorry to see you go,” email confirmations on stuff because there's an implicit, “Hugs and puppies, love Corey,” at the end of everything that goes out under my name.Jeff: Right.Corey: But I've gotten a barrage of terrible sales emails and companies that are trying to put the cart before the horse where either the, “Support rep,” quote-unquote, that I'm speaking to in the chat is an AI system or else needs immediate medical attention because there's something going on that needs assistance.Jeff: Yeah, they just don't understand.Corey: Right. And most big enterprise stories that I've heard so far that have come to light have been around the form of, “We get to fire most of our customer service staff,” an outcome that basically no one sensible wants. That is less compelling than a lot of the individualized consumer use cases. I love asking it, “Here's a blog post I wrote. Give me ten title options.” And I'll usually take one of them—one of them is usually not half bad and then I can modify it slightly.Jeff: And you'll change four words in it. Yeah.Corey: Yeah, exactly. That's a bit of a different use case.Jeff: It's been an interesting—even as we've all become familiar—or at least junior prompt engineers, right—is, your information is only going to be as good as you feed the AI system—the return is only going to be as good—so you're going to want to refine that kind of conversation. Now, we're not trying to end up replacing the content that gets produced or the writing of all kinds of pros, other than we do have a code generator that works inside of our environment called Capella iQ that talks to ChatGPT, but we try and put guardrails on that too, right, as always make sure that it's talking in terms of the context of Couchbase rather than, “Where's Taylor Swift this week,” which I don't want it to answer because I don't want to spend GPT money to answer that question for you.Corey: And it might not know the right answer, but it might very well spit out something that sounds plausible.Jeff: Exactly. But I think the kinds of applications that we're steering ourselves toward can be helped along by the Gen AI systems, but I don't expect all my customers are going to be writing automatic blog post generation kinds of applications. I think what we're ultimately trying to do is facilitate interactions in a way that we haven't dreamt of yet, right? One of them might be if I've opted into to loyalty programs, like my United account and my American Express account—Corey: That feels very targeted at my lifestyle as well, so please, continue.Jeff: Exactly, right? And so, what I really want the system to do is for Amex to reward me when I hit 1k status on United while I'm on the flight and you know, have the flight attendant come up and be like, “Hey, you did it. Either, here's a free upgrade from American Express”—that would be hyper-personalization because you booked your plane ticket with it, but they also happen to know or they cross-consumed information that I've opted into.Corey: I've seen them congratulate people for hitting a million miles flown mid-flight, but that's clearly something that they've been tracking and happens a heck of a lot less frequently. This is how you start scaling that experience.Jeff: Yes. But that happened because American Airlines was always watching because that was an American Airlines ad ages ago, right, but the same principle holds true. But I think there's going to be a lot more of these: how much information am I actually allowing to be shared amongst the, call it loyalty programs, but the data sources that I've opted into. And my God, there's hundreds of them that I've personally opted into, whether I like it or not because everybody needs my email address, kind of like what you were describing earlier.Corey: A point that I have that I think agrees largely with your point is that few things to me are more frustrating than what I'm signing up, for example, oh, I don't know, an AWS even—gee, I can't imagine there's anything like that going on this week—and I have to fill out an entire form that always asked me the same questions: how big my company is, whether we have multiple workloads on, what industry we're in. And no matter what I put into that, first, it never remembers me for the next time, which is frustrating in its own right, but two, no matter what I put in to fill that thing out, the email I get does not change as a result. At one point, I said, all right—I'm picking randomly—“I am a venture capitalist based in Sweden,” and I got nothing that is differentiated from the other normal stuff I get tied to my account because I use a special email address for those things, sometimes just to see what happens. And no, if you're going to make me jump through the hoops to give you the data, at least use it to make my experience better. It feels like I'm asking for the moon here, but I shouldn't be.Jeff: Yes. [we need 00:16:19] to make your experience better and say, you know, “Here's four companies in Malmo that you ought to be talking to. And they happen to be here at the AWS event and you can go find them because their booth is here, here, and here.” That kind of immediate responsiveness could be facilitated, and to our point, ought to be facilitated. It's exactly like that kind of thing is, use the data in real-time.I was talking to somebody else today that was discussing that most data, right, becomes stale and unvaluable, like, 50% of the data, its value goes to zero after about a day. And some of it is stale after about an hour. So, if you can end up closing that responsiveness gap that we were describing—and this is kind of what this columnar service inside of Capella is going to be like—is react in real-time with real-time calculation and real-time look-up and real-time—find out how you might apply that new piece of information right now and then give it back to the consumer or the user right now.Corey: So, Couchbase takes a few different forms. I should probably, at least for those who are not steeped in the world of exotic forms of database, I always like making these conversations more accessible to folks who are not necessarily up to speed. Personally, I tend to misuse anything as a database, if I can hold it just the wrong way.Jeff: The wrong way. I've caught that about you.Corey: Yeah, it's—everything is a database if you hold it wrong. But you folks have a few different options: you have a self-managed commercial offering; you're an open-source project, so I can go ahead and run it on my own infrastructure however I want; and you have Capella, which is Couchbase as a service. And all of those are useful and have their points, and I'm sure I'm missing at least one or two along the way. But do you find that the columnar use case is going to disproportionately benefit folks using Capella in ways that the self-hosted version would not be as useful for, or is this functionality already available in other expressions of Couchbase?Jeff: It's not already available in other expressions, although there is analytic functionality in the self-managed version of Couchbase. But it's, as I've mentioned I think earlier, it's just not as scalable or as really real-time as far as we're thinking. So, it's going to—yes, it's going to benefit the database as a service deployments of Couchbase available on your favorite three clouds, and still interoperable with environments that you might self-manage and self-host. So, there could be even use cases where our development team or your development team builds in AWS using the cloud-oriented features, but is still ultimately deploying and hosting and managing a self-managed environment. You could still do all of that. So, there's still a great interplay and interoperability amongst our different deployment options.But the fun part, I think, about this is not only is it going to help the Capella user, there's a lot of other things inside Couchbase that help address the developers' penchant for trading zero-cost for degrees of complexity that you're willing to accept because you want everything to be free and open-source. And Couchbase is my fifth open-source company in my background, so I'm well, well versed in the nuances of what open-source developers are seeking. But what makes Couchbase—you know, its origin story really cool too, though, is it's the peanut butter and chocolate marriage of memcached and the people behind that and membase and CouchDB from [Couch One 00:19:54]. So, I can't think of that many—maybe Red Hat—project and companies that formed up by merging two complementary open-source projects. So, we took the scale and—Corey: You have OpenTelemetry, I think, that did that once, but that—you see occasional mergers, but it's very far from common.Jeff: But it's very, very infrequent. But what that made the Couchbase people end up doing is make a platform that will scale, make a data design that you can auto partition anywhere, anytime, and then build independently scalable services on top of that, one for SQL++, the query language. Anyone who knows SQL will be able to write something in Couchbase immediately. And I've got this AI Automator, iQ, that makes it even easier; you just say, “Write me a SQL++ query that does this,” and it'll do that. But then we added full-text search, we added eventing so you can stream data, we added the analytics capability originally and now we're enhancing it, and use JSON as our kind of universal data format so that we can trade data with applications really easily.So, it's a cool design to start with, and then in the cloud, we're steering towards things like making your entry point and using our database as a service—Capella—really, really, really inexpensive so that you get that same robustness of functionality, as well as the easy cost of entry that today's developers want. And it's my analyst friends that keep telling me the cloud is where the markets going to go, so we're steering ourselves towards that hockey puck location.Corey: I frequently remark that the role of the DBA might not be vanishing, but it's definitely changing, especially since the last time I counted, if you hold them and use as directed, AWS has something on the order of 14 distinct managed database offerings. Some are general purpose, some are purpose-built, and if this trend keeps up, in a decade, the DBA role is going to be determining which of its 40 databases is going to be the right fit for a given workload. That seems to be the counter-approach to a general-purpose database that works across the board. Clearly you folks have opinions on this. Where do you land?Jeff: Oh, so absolutely. There's the product that is a suite of capabilities—or that are individual capabilities—and then there's ones that are, in my case, kind of multi-model and do lots of things at once. I think historically, you'll recognize—because this is—let's pick on your phone—the same holds true for, you know, your phone used to be a watch, used to be a Palm Pilot, used to be a StarTAC telephone, and your calendar application, your day planner all at the same time. Well, it's not anymore. Technology converges upon itself; it's kind of a historical truism.And the database technologies are going to end up doing that—or continue to do that, even right now. So, that notion that—it's a ten-year-old notion of use a purpose-built database for that particular workload. Maybe sometimes in extreme cases that is the appropriate thing, but in more cases than not right now, if you need transactions when you need them, that's fine, I can do that. You don't necessarily need Aurora or RDS or Postgres to do that. But when you need search and geolocation, I support that too, so you don't need Elastic. And then when you need caching and everything, you don't need ElastiCache; it's all built-in.So, that multi-model notion of operate on the same pool of data, it's a lot less complex for your developers, they can code faster and better and more cleanly, debugging is significantly easier. As I mentioned, SQL++ is our language. It's basically SQL syntax for JSON. We're a reference implementation of this language, along with—[AsteriskDB 00:23:42] is one of them, and actually, the original author of that language also wrote DynamoDB's PartiQL.So, it's a common language that you wouldn't necessarily imagine, but the ease of entry in all of this, I think, is still going to be a driving goal for people. The old people like me and you are running around worrying about, am I going to get a particular, really specific feature out of the full-text search environment, or the other one that I pick on now is, “Am I going to need a vector database, too?” And the answer to me is no, right? There's going—you know, the database vendors like ourselves—and like Mongo has announced and a whole bunch of other NoSQL vendors—we're going to support that. It's going to be just another mode, and you get better bang for your buck when you've got more modes than a single one at a time.Corey: The consensus opinion that's emerging is very much across the board that vector is a feature, not a database type.Jeff: Not a category, yeah. Me too. And yeah, we're well on board with that notion, as well. And then like I said earlier, the JSON as a vehicle to give you all of that versatility is great, right? You can have vector information inside a JSON document, you can have time series information in the document, you could have graph node locations and ID numbers in a JSON array, so you don't need index-free adjacency or some of the other cleverness that some of my former employers have done. It really is all converging upon itself and hopefully everybody starts to realize that you can clean up and simplify your architectures as you look ahead, so that you do—if you're going to build AI-powered applications—feed it clean data, right? You're going to be better off.Corey: So, this episode is being recorded in advance, thankfully, but it's going to release the first day of re:Invent. What are you folks doing at the show, for those who are either there and for some reason, listening to a podcast rather than going to getting marketed to by a variety of different pitches that all mention AI or might even be watching from home and trying to figure out what to make of it?Jeff: Right. So, of course we have a booth, and my notes don't have in front of me what our booth number is, but you'll see it on the signs in the airport. So, we'll have a presence there, we'll have an executive briefing room available, so we can schedule time with anyone who wants to come talk to us. We'll be showing not only the capabilities that we're offering here, we'll show off Capella iQ, our coding assistant, okay—so yeah, we're on the AI hype band—but we'll also be showing things like our mobile sync capability where my phone and your phone can synchronize data amongst themselves without having to actually have a live connection to the internet. So, long as we're on the same network locally within the Venetian's network, we have an app that we have people download from the Apple Store and then it's a color synchronization app or picture synchronization app.So, you tap it, and it changes on my screen and I tap it and it changes on your screen, and we'll have, I don't know, as many people who are around standing there, synchronizing, what, maybe 50 phones at a time. It's actually a pretty slick demonstration of why you might want a database that's not only in the cloud but operates around the cloud, operates mobile-ly, operates—you know, can connect and disconnect to your networks. It's a pretty neat scenario. So, we'll be showing a bunch of cool technical stuff as well as talking about the things that we're discussing right now.Corey: I will say you're putting an awful lot of faith in conductivity working at re:Invent, be it WiFi or the cellular network. I know that both of those have bitten me in various ways over the years. But I wish you the best on it. I think it's going to be an interesting show based upon everything I've heard in the run-up to it. I'm just glad it's here.Jeff: Now, this is the cool part about what I'm talking about, though. The cool part about what I'm talking about is we can set up our own wireless network in our booth, and we still—you'd have to go to the app store to get this application, but once there, I can have you switch over to my local network and play around on it and I can sync the stuff right there and have confidence that in my local network that's in my booth, the system's working. I think that's going to be ultimately our design there because oh my gosh, yes, I have a hundred stories about connectivity and someone blowing a demo because they're yanking on a cable behind the pulpit, right?Corey: I always build in a—and assuming there's no connectivity, how can I fake my demos, just because it's—I've only had to do it once, but you wind up planning in advance when you start doing a talk to a large enough or influential enough audience where you want things to go right.Jeff: There's a delightful acceptance right now of recorded videos and demonstrations that people sort of accept that way because of exactly all this. And I'm sure we'll be showing that in our booth there too.Corey: Given the non-deterministic nature of generative AI, I'm sort of surprised whenever someone hasn't mocked the demo in advance, just because yeah, gives the right answer in the rehearsal, but every once in a while, it gets completely unglued.Jeff: Yes, and we see it pretty regularly. So, the emergence of clever and good prompt engineering is going to be a big skill for people. And hopefully, you know, everybody's going to figure out how to pass it along to their peers.Corey: Excellent. We'll put links to all this in the show notes, and I look forward to seeing how well this works out for you. Best of luck at the show and thanks for speaking with me. I appreciate it.Jeff: Yeah, Corey. We appreciate the support, and I think the show is going to be very strong for us as well. And thanks for having me here.Corey: Always a pleasure. Jeff Morris, VP of Product and Solutions Marketing at Couchbase. This episode has been brought to us by our friends at Couchbase. And I'm Cloud Economist Corey Quinn. If you've enjoyed this podcast, please leave a five-star review on your podcast platform of choice, whereas if you've hated this podcast, please leave a five-star review on your podcast platform of choice along with an angry comment, but if you want to remain happy, I wouldn't ask that podcast platform what database they're using. No one likes the answer to those things.Corey: If your AWS bill keeps rising and your blood pressure is doing the same, then you need The Duckbill Group. We help companies fix their AWS bill by making it smaller and less horrifying. The Duckbill Group works for you, not AWS. We tailor recommendations to your business and we get to the point. Visit duckbillgroup.com to get started.
Join us for a fascinating discussion as we unpack Amazon unBoxed 2023, exploring the most exciting releases such as generative AI and more that can level up your advertising game. Our co-host from Pacvue, Anne Harrell provides us with a unique perspective on the advertising industry. Let's start with our chat with Jeff Cohen, Principal Evangelist, Advertising API at Amazon, as he shares his transition journey and the biggest differences he's noticed. Listen in as we dive into the role of ad tech in digital transformation and its implications for brands. We examine Amazon Ads' new offerings like generative AI and sponsored TV, which promise to revolutionize brand imagery and audience engagement. Get the inside scoop on Amazon PPC and new-to-brand metrics that could redefine your brand's success measurement. We also explore Amazon Publisher Cloud, a game-changing technology for publishers that promises unique and differentiated opportunities for advertisers. Get to know Miranda Chen, the director of growth and modernization for Amazon Marketing Cloud, as she walks us through its potential. Learn how lookalike audiences can help your brand reach new customers and how templatized analytics can make AMC more accessible. We also examine Amazon Marketing Stream and Rapid Retail Analytics, which provide valuable data on retail signals. Discover how sponsored products can appear on platforms like Pinterest and the features that make Amazon's new Sponsored TV offering a game-changer. All this and more, right here on our podcast! In episode 504 of the Serious Sellers Podcast, Bradley, Anne, and our special guests discuss: 00:00 - Amazon unBoxed 2023 04:31 - Insights on Amazon and Advertising Growth 08:29 - Sponsored TV and Ad Tech Announcements 12:29 - Embracing Change in Amazon Advertising 20:40 - Amazon Advertising Full Funnel Solutions 23:39 - Benefits and Capabilities of Demandside Platforms 28:25 - Lookalike Audiences for Reaching New Customers 34:59 - Amazon Marketing and Rapid Retail Analytics 41:15 - Amazon's Sponsored TV Announcement ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/video Transcript Bradley Sutton: Today we've got a special episode here at Amazon Unbox 2023 where we're going to talk about all of their releases, like generative AI and sponsored brand hats, and also a lot of cool things like sponsored TV. How cool is that? Pretty cool, I think. If you're like me, maybe you were intimidated about learning how to do Amazon PPC, or maybe you think you just don't have the hours and hours that it takes to download and sort through all of those sponsored ads reports that Amazon produces for you. Adtomic for me allowed me to learn PPC for the first time, and now I'm managing over 150 PPC campaigns across all of my accounts in only two hours a week. Find out how Adtomic can help you level up your PPC game. Visit h10/adtomic for more information. That's h10.me/adtomic. Hello everybody and welcome to another episode of the Serious Sellers Podcast by Helium 10 I'm your host, Bradley Sutton, and this is the show that's completely BS free, unscripted and unrehearsed organic conversation about serious strategies for serious sellers of any level in the e-commerce world. We're here at Amazon Unboxed in New York. I've been on the road for like three weeks and there's a second there where I wasn't quite sure where. I was. I've been in so many countries lately, but we've got a co-host today and from Pacvue, and how's it going? Anne: Great. How are you doing? Bradley Sutton: I'm just delightful. Now, what is your background? What do you do at Pacvue? Anne: Yeah, so I'm a product solutions director for DSP at Pacvue, so I do basically anything related to DSP and AMC help with our product road mapping, help with strategy for some of our enterprise level clients doing customer within AMC marketing you name it, I probably do it. Bradley Sutton: How long have you been at Pacvue? Anne: I've been at Pacvue for coming up on four years now, so about three and a half years total. A lot has changed since I joined. I started at Pacvue focusing on our managed services team, so I was primarily working with some of our strategic accounts, helping to build out their capabilities, doing strategy not just for DSP but across kind of omni-channel focuses, so for search as well. Prior to working at Pacvue, I actually worked in an agency in Austin, Texas, where I'm normally based, where I again did omni-channel strategy for enterprise level accounts. So my background is not just with programmatic and DSP, but I really gravitated to it. It's just one of those types of advertising channels that really allows you to have a lot of flexibility and creativity and really is conducive to innovation. So I really enjoy working on the DSP side of things. Bradley Sutton: Cool. Now what did you go to school for? Anne: I went to school for advertising, so I think I'm in the right place. Bradley Sutton: Okay, so you're right. Where did you go to school at? Anne: It's called St Edward's University. It's in Austin, Texas. So I've been in Austin since I went to school and I just never left about a decade. Bradley Sutton: Okay, I was about to say, because you don't sound like you were born and raised in Austin. Anne: I was not Okay. Bradley Sutton: What were you born and raised? Anne: Well, where I was born was Hattiesburg, Mississippi, but raised is a harder question. I moved about 10 times before I graduated high school. So you pick a state, I probably was raised there. Bradley Sutton: Okay, cool, yeah, because I was like wait a minute, she doesn't sound like a native Texan here. Anne: I know no accent yet. Bradley Sutton: All right, maybe 15, 20 years from now you might have a little twang in here. Anne: Right, right, I actually have a little bit of a Southern accent, I think I kind of got rid of it as I moved around. Bradley Sutton: Okay, cool. Now what are you? We're going to be talking to some people that probably people have never heard of podcasts, right? You know there are exactly executives here at Amazon who are you most excited to talk to today. Anne: If I were to have to say, my favorite subject matter is definitely the DSP AMC side of things, and I know that we're speaking to Kelly, who's the VP of DSP, so that's obviously a great place to start. We're also going to speak to Miranda, who is a director for AMC at Amazon, so I think there's going to be a lot of really great content around that. But in general, we're also talking to a lot of people who are very broadly focused across all of ads, and so I think we'll have something for everyone in this one. Bradley Sutton: Yeah, so you guys might be. There might be some newbies out there, don't tune out. This is stuff that you're going to need to know If you're an advanced seller. We're going to talk about some stuff that you guys might be able to use right away. That was just announced this week at Amazon Unbox, so let's go ahead and hop right into the interviews, all right. First up, we've got my brother from another mother here, jeff Cohen. Jeff, how's it going? Jeff: Everything is great. So great to see you, so great to see the whole Helium 10 Pack View team at this conference. It's great to catch up with everybody. Bradley Sutton: Yeah, Now you've been in the game longer than me. I remember the very first conference I spoke at. You were a speaker and you were already a veteran speaker at that time. You know side note that that conference there probably had the best food I've ever had at the conference. This is probably the second best Like. Jeff: I'm really impressed with the offerings here. Yeah, I'm curious what conference that is, but we don't have to go into that now. Bradley Sutton: But it was right here in New York. But you were on the SaaS side. You know, like I am now. Now you're at Amazon, like what's been the biggest you know kind of eye-opening thing or difference, now that you're on the other side of the aisle. Jeff: Yeah, interesting because I always like to joke that you know I drink the Amazon Kool-Aid before I ever like came here. I've been an Amazon like fanboy since like 2005 when I started textbookscom and it's been interesting because I'm in a unique position where I can bring the outside in and the inside out, and I think that you know, one of the many things that I've learned is maybe like the patience that you have to have with Amazon Maybe I didn't have as much patience when I was on the outside and the amount of time that it takes for some of the things to develop at Amazon. But when they like grow and they go to scale, it then moves at like this rocket ship pace. And so I think you're starting to see that with some of the tools, like AMC or even like you know what's happening with, like Amazon Studios and some of the new, you know productions that are coming out, you have this like rocket ship pace of what's happening in terms of the development and the new opportunities and how advertisers are using the technology, and so you have to kind of be patient when new things come out. So when you have a totally new product like Sponsored TV, you got to realize that it takes a little bit of time to kind of figure out how does it work into the individual advertisers media mix, and so that's the measurement work for each brand along the way. But then once it kind of gets up to full speed, you get to see like how it all works and you know and how it's really excelling brand growth. Bradley Sutton: Yeah, now we're going to be interviewing a lot of your colleagues here about some very specific announcements that happened here at Unboxed and before I ask you to give a rundown, you know, one of the things that was announced today it's on the website too is about the new generative AI that can help people doing Sponsored Brand Ads to generate some new creatives. Can you talk about that just a little bit? Jeff: Yeah, I think there were like three themes to the keynote today that I kind of jotted down. One was this idea of, like digital transformation and one was this idea of like how ad tech plays in in a responsible way. And then the third one was like how we reinvent, right, how we have reinvent what's possible. That was said numerous times, and I think Gen AI kind of fits into almost all three of those categories. And you know, we saw a lot of opportunity, a lot of new changes with Gen AI that have come out of AWS. We saw a lot of changes with Gen AI that came out of Amazon Accelerate, and now we're starting to see some come out of Amazon ads and I'll you know it's cool, right, we can take a product and we can turn that product into a full lifestyle image. And I think it's if you can just start to kind of think about where the possibilities go from there and what else brands can do and how we can enable that, either with what Amazon ads is doing or with what our partners are doing right, because it doesn't always have to be invented by us at Amazon it's really making it easier for brands to be able to take advantage of this technology that maybe was a little expensive or time consuming or difficult to use, and now it's all done with prompts and it's really simple and easy and that's really cool yeah. Bradley Sutton: Now, what about some of the other announcements? Say you have any. You know things that stick out that you're especially excited for. Jeff: Yeah, I think that what we're doing I mentioned it during our opening segment but Sponsored TV, I think is a really cool one and you know, in short, it's democratizing the ability for brands to be able to place ads into our streaming portfolio right so across Prime Video, free V and all the other channels that we have that I can't even remember them all because I'm supposed to think so quickly and I think that's really cool. And again, like there's no budget for that, you do have to have the creative, but Amazon has services that can help you make that creative or there's third parties that can help you make that creative. And I thought that was a really exciting announcement that was made, you know, on the heels of the announcement that was made a month ago. It was kind of reinforced about like what's happening with Prime Video and it moving to an ad supported network, creating a ton of, you know, new inventory for brands to begin to explore, and that's really super exciting as we start to go into it. And then there was like a bunch around ad tech and like what's happening around measurement and I know, like from you know, we're all near and dear to this idea that measurement is critical to our overall success and new metrics that are being released, making it available to understand how new to brand customers are impacting the business, and I think those are all really important for us to be thinking about because we have to close the loop. As advertisers and as we move to this cookie-less world right, it's signs point to it happening in 2024, we have to find ways to be able to close the funnel and understand how our ads are working, and Amazon's working really hard to help brands be able to do that, both within our suite and also when you're outside of our suite. Anne: Yeah, you mentioned the new. New to brand metrics, new to brand consideration metrics, I think is what we're calling them. Can you walk our listeners through what those really are? Jeff: Well, when you're looking at new to brand, right from like a super high level, new to brand is starting to give you this metric that's beyond ROAS, and it's starting to allow brands to look at who was not buying their brand within the last 12 months. Who's now buying their brand, and there's a suite of metrics now that are available for you to be looking at so that, as you're looking at different inflection points of your advertising, you can start to actually dial down into what action you're looking for people to take. And I think that's what's really cool. And it's like this evolution and brands have to think through this evolution like one of the simplest ways to think of this, right for people who maybe, like this concept's a little far for them. One of the simplest ways to think of this is around this idea that, like, if you're trying to get more awareness of your product, when you're looking at a video, you don't want to just see video views, you want to see how long they've been watching the video, and so you might start optimizing your campaign based on video length, how many people get to a half the video or three quarters of the video. And so, when you start to get into the new to brand type of metrics, you're actually saying, okay, I want incremental growth and by definition is, you know, sales you wouldn't have had before. One of the best ways to measure that is by people who are new to your brand, and so by having multiple metrics now to be able to understand how those are being impacted, you can now go back into tools like AMC and see how that funnel is working and which ones are driving the actual you know points that you want to drive and that that's really cool, right, it's, it's very excited about. Anne: I'm very excited too, yeah. Bradley Sutton: Awesome, all right. Last question for you know maybe not something that was released here at Unbox, but you know you're very active on LinkedIn. You see what people are posting about. You know I'm sure you look at metrics about what advertisers are using. Is there something in Amazon advertising that you feel is is kind of being slept on or not enough people are talking about it, that you think more people should be using it? Jeff: I mean more people should be using Helium 10 and Pacvue. Bradley Sutton: That goes without saying. Jeff: Okay, besides that, I think that you know, bradley, you and I get asked this question a lot, right? And? And our answer is always it depends. And I think that, instead of like saying, like this is a tool that you should be using or this is a a, an advertising function, you should be trying, I think that advertisers need to be open to the idea of test and learn, and I think the more you can train your mental model to work in a test and learn type of environment, the more open you are to change, because the only thing that's constant is going to be change. Right, and you started by saying like, where this industry was years ago when we both started, think about all the change that's happened and all the change that's occurred, and the brands that have not just survived but thrived through that are brands that have taken advantage of new opportunities, have invested by testing and learning and have then double down on the things that we're working. And I don't mean to oversimplify it, right, but it's not a very specific answer of like, use helium tens tool for keyword, blah, blah, blah, but it's like that's just one piece that you then use to implement the strategy. So work backwards. What's your goal. How are you gonna get there? And then figure out what tools you need to help you scale. Bradley Sutton: Awesome. All right, well, jeff. Thank you so much for joining us. We've been trying to get you on the podcast for like two years. I'm happy it finally happened and we'll definitely be keeping in touch. Appreciate it. Thanks, guys. All right, next up, we've got Kelly here. Now, Kelly, can you go ahead and introduce yourself? Tell us what you do at Amazon. Kelly: Absolutely so, Kelly McClain. I lead our demand side platform at Amazon, so we call it ADSP, and excited to be here. Bradley Sutton: Thank you for the time. Awesome, Awesome. Now you were, you know. Just saw you on stage a few minutes ago. What were your big reveals of the day? Kelly: Yeah, really good question. So I think if, if you think about Amazon ads and kind of where we've, where we've been and where we're going, we've really continued to make a lot of progress on on how, what we've been building a lot of our goals. We're focused a lot on interoperability with our ad tech solutions, so making it easier to use. We're focused a lot on performance improvements and then again, all of this is underpinned by making sure that we're putting privacy at the core of everything that we're doing, and so, with that in mind, we've been kind of launching this week in particular, a lot of different updates around, as you think about planning, activating and measuring, right. So within planning, we were launching Cross Channel Planner, which is a new way for you to really think about full, full funnel planning. We announced Amazon Publisher Cloud, which is the new clean room technology for publishers, which we're really excited about. We've been making a lot of performance improvements to the demand side platform, both with the user interface as well as the backend performance, and then we've also been been launching a lot more on our measurement capabilities, right, so making sure that marketers are getting the insights real time, making it a lot easier for them to kind of understand. You know how they should be looking at performance and where they should be making future investments. So we're excited about it. It's going to be a really fun week. Bradley Sutton: Awesome, awesome. We have our resident DSP nerd here, Ann, so she's going to go ahead and ask have some follow up. Anne: Definitely. Amazon Publisher Cloud was announced today, which is a big step for your publishing partners, obviously. Do you see any benefit for advertisers with this release? Kelly: Yes, definitely, and you know, I think to your point. I mean we've had, if you think about kind of clean room technology, right, really starting with cloud solutions. Then Amazon marketers cloud right thinking for marketers on how we can help support them. And Amazon publisher cloud it's going to be a mouthful after I'm speaking all morning. So excuse me, but you know that's really about a solution for publishers, right, giving them much more of the ability to pair any unique insights that they have right Demographics that they might know, of course, with folks who are coming to their site and then pairing that with Amazon Ads data. But the real core of that is, of course, providing opportunities for publishers but making it easier for them to connect with advertisers, right, advertisers. Often that you know there's so many different deal opportunities out there. A lot of the kind of deal process is very manual today and it's hard to discover the right deal and knowing which deal is right for you to reach your audience and so you know. A simple example, right is, if you're, let's say, you're a common website and you know the different demographics that are coming to your site every day, but by layering on Amazon audiences, you might realize, oh, I actually have pet food lovers who or sorry, pet food lovers- I have pet lovers who are coming to my site that I didn't realize, and so then that offers publishers the ability to maybe customize some unique deal opportunities to advertisers who might be trying to target pet lovers right, or specific brands who might be selling pet food, and it provides much more unique, differentiated opportunities, and we actually had a recent test with NBC Universal and they were able to offer three and a half times more reach than what they'd seen in the past, which is really exciting. So we see this as beneficial to both marketers and to publishers by really making it a lot more simple to connect with audiences. Bradley Sutton: At the end of the day, you know, pet food lovers are pets in about 10 years at Unbox. I predict like there's going to be some DSP where pets can actually base, you know, based on what they see on TV. Anne: They've already made more of the food, Exactly exactly, so we just launched something. Kelly: And if that's possible, maybe pets will be transformed into some sort of language that they can then activate. Anne: I think so, I think so. I don't even want to think about that. Kelly: I know, I never really thought about that? Anne: Yeah, that's very exciting. So, essentially for the advertisers listening, it's going to make your reach potentially broader but also more relevant, right? So the publishers have the ability to make targeting more relevant Absolutely Great. Another big announcement was the cross-channel planner. Yes, so can you walk us through how you think the ability to forecast reach will change how advertisers perform through their DSP program? Yeah, absolutely. Kelly: I mean, I think one of the biggest challenges today, as you all know right, is the fragmentation of channels and information and the overload of signals, right, and so that's where we're excited with Cross Channel Planner providing more of the ability to help marketers understand who they should be reaching right across the funnel and get much more information on how to kind of more efficiently drive their spend. In the past, we've launched Channel Planner, so that was our first product for mostly catered towards streaming TV, right, and how do you think about reach curves and how do you make sure that you're delivering against that for upfront pitches and so forth, and this is really kind of the next iteration to driving more efficient spend. So, ultimately, we think this is going to be kind of the next step of just providing much more granularity across all of the Amazon ads products on Amazon beyond Amazon, to make it easier to figure out. Okay, where should I be allocating my budget in the best way possible? We had a baby brand who actually was reaching audiences and they activated. So they leveraged Cross Channel Planner, activated via the DSP, and then they used custom advertising to direct customers to their online store and actually had four and a half times click through rate and 11% increase in impurchase rate, which was pretty cool to see. So again, I think the ability to plan and then easily activate is something that we're really committed to and excited about. Anne: Do you think this will be applicable for advertisers who are advertising both on Amazon and off, so more so that third party placement this will help plan for that as well. Absolutely. Kelly: So Amazon is known for retail media and driving conversions in the Amazon store, and we've been making so many investments over the past several years to really drive much more full funnel solutions and making all of our solutions work for all types of advertisers whether you're an advertiser that sells on Amazon or not because we're really excited about the power of again combining Amazon signals with marketers, third party and third party signals in a way that you can actually drive conversions, drive reach and have more of a full funnel experience and conversation. And that's where our Amazon publisher direct team comes into play, where we have a lot of these relationships and can reach anyone across the internet. But we've also been investing in modeled audiences and the performance through the DSP, and so a lot of people are kind of thinking about the loss of cookies in a negative way. We actually see this as an opportunity. We see this as a way to really innovate and rethink how marketers can potentially reach people in a privacy, safe way. That also drives performance, and so this is why we've also been investing in our modeled audience solutions right so, especially as we think about driving sales or reach off of Amazon, and we've been seeing over 25% increase delivery with a lot of the solutions, as well as 12% less cost per click per impression, which I'm barely able to talk. I'm going to lose my voice by the end of this day. But so, yeah, I think all of these from again, the planning, how you can activate all of the performance improvements we've been doing within our DSP we're excited. We'll continue to help accelerate marketers across full funnel wherever they want to reach people, which we're thrilled about. Anne: Definitely the ever looming third party cookie deprecation. Yes, exactly. Kelly: Yeah, a lot of energy, but understandably, and I think it's the right thing for us to rethink how we can really connect marketers and people in the right way, moving forward. Anne: Agreed, agreed. Another thing that was mentioned was the bidding enhancements that are now going to be available through the DSP program. So, essentially, you pick a KPI and you let Amazon do all the bid optimization in order to get to that KPI. Do you think this is going to change costs for advertisers, like, will CPMs go down in highly competitive categories or go up because of this automation? Kelly: Good question and, being a DSP enthusiast, I'm sure you know that our system has been really hard to use in the past. We've heard feedback from customers and partners that it was very complex, and so we've really been. So this goal seeking bidder, as well as re-augmenting our interface so that it's much more anchored on goals, has been paramount. We want to make it easier to use the DSP. We want to understand what is your goal, what are you trying to do? What outcome are you trying to drive for your business? And we've been making a lot of user interface improvements. And then the goal seeking bidder, on the back end to your point, I'm not sure what it will do in terms of you know, I can't talk to overall pricing in the system, right, but what I can say is that we're already seeing, you know, up to 40% reduction in CPAs, where we're able to better optimize against a goal, and we're seeing marketers just really gravitate towards the ability to kind of have much more of a simple experience. But we also believe in control, and so I think that's one of the powers that we think the Demand side platform has is, if you want all of the customization, if you want the complexity, we have that right. You can really adjust whatever types of bids that you want. You can layer on various different types of audiences. You can play around with different creatives. You can, you know, make a ton of different ads to try and test and at the same time, if you want a more simple, easy experience, you know what your goal is. We're able to help optimize and provide recommendations on the best way to do that. So we see it as kind of a nice balance in providing marketers kind of that wide range of capabilities, because we think there's a lot of different discussions in the industry right now on what way folks are going to be going. Bradley Sutton: Awesome. Well, thank you so much for your time and thank you for all you do at Amazon. We appreciate it. Kelly: Thank you for the partnership. Appreciate it, of course. Bradley Sutton: Thanks, thank you All right Now we've got Miranda. Miranda, this is our first time meeting you, so can you introduce yourself and tell us what your position is at Amazon? Miranda: Absolutely. I'm Miranda Chen. I'm the director of growth and modernization for Amazon Marketing Cloud, or AMC for short. I've been at Amazon for 11 and a half years now, live in the Bay Area and at AMC I lead several teams responsible for product and engineering, developing our audience activation capabilities, making AMC easier to use for more and more customers, as well as our go to market and customer enablement activities. Bradley Sutton: All right Now. We have a wide variety of listeners, anywhere from brand new people selling on Amazon to humongous billion dollar brands. Now, the billion dollar brands probably know all about AMC, but some of our newer ones might not understand that. Maybe there can feel like wait, marketing, stream, marketing, AMC, there's all these acronyms. So can you just give a quick, maybe 30 second, one minute introduction about what is AMC? Miranda: Yeah for sure. So Amazon Marketing Cloud, or AMC, is Amazon ads as clean room, so it's private and secure by design. Each advertiser has their own campaign signals of all their various Amazon ad spend within their particular instance. So we have signals from sponsored products, sponsored brands, streaming TV effectively like all of the actual campaign events and enables custom flexible analytics on those signals. And then it also enables advertisers to be able to upload their own first party signals or third party signals so you can think of, like product catalog, retail conversions, things like that, and so then you can generate really really flexible insights, typically using SQL, such as path to conversion, reach and frequency, overlap analysis and then actually take actions on them. Bradley Sutton: Cool, so most of our listeners probably weren't able to attend here at Unbox. What's the big release for your department here at Unbox? Miranda: Yeah, so we had a couple different releases specifically related to AMC that I can touch on. The first was AMC template analytics. So it takes some of our most popular queries, such as path to conversion, reach and frequency, and then allows users to be able to generate those insights without needing to touch any codes. So that's a pretty exciting development, particularly since we know that not everybody no SQL has taught themselves SQL overnight. And then the second one was AMC lookalike audiences. So we already have the capability where one can generate a custom audience based on specific parameters. So let's just say, an advertiser saw, wanted to create an audience of folks that had seen their detail page view or even added to cart but didn't actually activate and then wanted to drive better performance. They could create a particular, they could run a query, generate that insight and push that directly to the DSP. So that's one way. That's AMC rule based audiences. And then now we launched this enhanced capability for lookalike audiences. So it enables effectively exactly what it sounds like. So finding alike audiences based on that same seed, leveraging machine learning in a clean room capacity trained on Amazon, shopper and customer signals, but all still in a private and secure place. Bradley Sutton: All right, you're already starting talking technical terms that are over my head, so let me bring in the smart one of us. And to clean rooms. My room's not clean, I don't know. That's not what we're talking about here, but go ahead and please follow up and make me sound smart here. Anne: Yeah, of course. So I'd like to talk about lookalike audiences more specifically, because this is a way for brands to reach highly relevant, essentially new customers. So do you think this will change the way people are targeting that new to brand customer targeting incrementality? Miranda: Yeah, I mean we think it's going to be a great way for brands to be able to reach more and more shoppers. So, as I mentioned, the lookalike audiences are trained on based on deep, deep ML, based on lots of very, very, very good signals, and then the advertiser can actually leverage, can get to choose what's their specific seed for the audience, like what's the general size of the audience, based on their objective and then also the relevance. So I think it'll be a really key tool as a part of the marketer toolkit. Anne: Yeah, definitely. Do you think lookalike audiences are scalable for brands that maybe have lower purchase data or lower engagement data that are using AMC? Miranda: I think so. I think they're precisely like the brands that actually could benefit from it, right Because they have a small bit of deterministic signals that they actually want to be able to enhance. And then also because AMC is private and secure by design, as I mentioned, they can also choose to upload their own first party or third party signals and then create a seed based on that and then continue to go find additional customers that seem similar to that seed. Anne: Right, I love that you call it a seed, because it sounds like it will grow over time if you're utilizing these tactics, so that's a great way to phrase it. Miranda: Thanks, it didn't come up with it. Anne: Well, we'll give you credit anyways. So you talked about the AMC templatized analytics, right? Is this a way to make AMC more accessible and, if so, are the queries that are available through those templatized analytics? Will it grow over time? What's available through that? Miranda: Yeah, so we think it's a first step towards making AMC easier for more and more customers. So we don't have a specific timeline yet on additional templates, but it is something we'll be continuing to evaluate. We have been talking to different customers and internal teams about how we can also make AMC easier to use through point and click applications as well. We also work with dozens of partners that are making AMC easier to use, either through visualizations or through their own innovative dashboard. So I think through the combination of either homegrown or partner built capabilities, we'll be able to continue to bring AMC insights to more and more customers. Anne: Yeah, pacview is one of those partners. We do have an AMC dashboard Great, I think. Another question that's kind of just in general about AMC do you think there are any verticals or categories that benefit the most from this data, or that you've seen a lot of growth and success with using AMC? Miranda: Yeah, we think of AMC as equal opportunities. So we look at the data a lot. We're very, very data driven surprise, surprise at Amazon and what we've seen is that there's penetration for AMC across brands and partners and agencies as well as across all verticals. So we've seen, certainly, strength from brands that sell on the Amazon store, but also pretty strong results with entertainment, with automotive, financial services. So you can think of someone who's like automotive who might have a bunch of local dealerships. They want to be able to do more fine event grained analyses based on specific geos, and so something like AMC is perfect for that be able to do more precise measurements. So, yeah, certainly we think it's a great product for all, but it really depends on that particular advertiser's objective and then what are the types of signals that they want to bring in and what kind of insights they can generate. Anne: Definitely, it is flexible. Miranda: Exactly Infinite and flexible. Yes, Great. Anne: My last question is just a kind of a fun one. Do you have any specific query or an example of a query that you think was really innovative that's been pulled through AMC that you can recall? Miranda: I think it's probably a generic answer, but I think the Path to Conversion one is probably one of my favorites, just because it's the simplest. I think AMC was actually the first place where an advertiser could see all of their signals across all of the Amazon ad products, and so someone who was buying sponsored products and DSP might not have realized before that they actually were driving better results together, and so Path to Conversion, and actually be able to understand how those two products were interacting, for example, really brought a lot more power and insight, I think, to advertisers. Anne: So I don't think that's generic at all. I love that one too. Miranda: There's a reason. That's core kind of at the top of the instructional query library. Anne: Right. Miranda: Agreed, all right. Bradley Sutton: I have another question for you. I like asking stuff that maybe nobody else is going to ask. When you want to take off your Amazon hat and kick back with a hobby to kind of like balance work life, what's your go-to hobby? Miranda: Well, I have an almost four-year-old so she is probably my hobby in most of the time. I'm going to try and go do fun things on the weekend, whether it's exploring new coffee shops or going to find music. Bradley Sutton: The four-year-old is a coffee drinker, is she? Miranda: No, she's not, but she's an avid consumer of chocolate croissants, and so we sample baked goods in lots of different places. Then mom gets her coffee. I think that's probably it, but in my prior pre-kid years I did a lot more yoga and hiking and things like that. Bradley Sutton: So enjoy those years. You know, my kids are over 20 already, so I wish I had a four-year-old. I remember those days All right. Thank you so much for joining us and you educated me a lot. It sounds like Ann knows all about what you're talking about. It was like a different language to me, so I appreciate you educating us on IMC. Yes, absolutely. Thank you so much. Miranda: Thank you so much. Bradley Sutton: Alright, we've got Teresa here. Teresa, could you go ahead and introduce yourself? Teresa: Sure, I'm Teresa Uthralton. I'm the Director of Partner Development here at Amazon Ads. Bradley Sutton: Awesome, awesome. How long have you been here at Amazon? Teresa: I've been at Amazon for almost 10 years, so I'm approaching that red badge. For those of you that know our badging conventions, Nice, nice. Bradley Sutton: Now you're from here in New York. I've always been in New York, yep. So I'm going to start off with maybe the most important question of the day Julianne's Pizza in Brooklyn. Is that the best representation of New York pizza, or not? Teresa: Oh, that's tough. There's so many really good pizza places now I can't even keep up with them. There's so many. Bradley Sutton: Alright. Well, we're going to have to connect right after this, because I have two days left and I need to maximize my time here. Teresa: Yes, Alright now. Bradley Sutton: We're not here to talk about food here. Teresa: I recommend checking out Roberta's in Bushwick though. Bradley Sutton: Roberta's in Bushwick. I have not been there. Anne: Yes, I think you'll really enjoy that. Bradley Sutton: We're going to that one. Anne: Right now. Yeah, actually, cancel the interview. Let's go there, we go. Yes, of course. Bradley Sutton: Now Anne here is going to ask a lot of the more technical questions, especially those that have to do with enterprise. Now I'm here to represent, kind of like, the voice of the average Amazon seller, and you know, there's some people out there who might not fully know what Amazon marketing stream is first of all. So could you just go ahead and just kind of give a quick elevator pitch for what that is? Teresa: Sure. So Amazon marketing stream is a partner-facing product, and what it does is it provides really granular hourly signals on all our advertising metrics through the Amazon API, and what that means to a seller is that they will be able to get all sorts of insights about their business that normally they would not have known. Bradley Sutton: Okay, all right, I love that. Did you practice this? I didn't even tell you I was going to ask that. All right, cool, cool. How about rapid retail analytics, your other specialty? Teresa: I know I love rapid retail analytics, so Amazon marketing stream obviously totally focused on advertising signals. As we know, so much of what's exciting about Amazon ads is that you got online retail and digital advertising Right, and so rapid retail analytics provides that level of granularity on retail signals, and one of the reasons that's so exciting is that that data used to be available at a daily cadence with a 72-hour lag, so we literally it's almost near real time now, which is a really, really exciting development. Bradley Sutton: Okay, all right. Well, now that I got that out of the way, let me turn it over to the smart one of us too, and for some follow up questions. Anne: Yeah, so I kind of want to double click into Amazon marketing stream, specifically the fact that it was recently released for DSP or it's being extended to DSP. How do you think this will change the way advertisers manage their DSP campaigns now that they have that real time data that we were talking about? Teresa: Well, it's interesting. I think one of the things that I've learned is I've been humbled by our partner's creativity. Right, you know, I was just. I was just telling someone. I joined this team three weeks before Can last year and so I showed up at Can meeting all my partners for the first time, and we had just launched the first version of Amazon marketing stream and I was like this is the coolest product. But what really got me excited was it's a product that we developed based on the feedback we got from partners Like they, they have a seat at the table, they participate in all our betas and our product teams love them, right, because they get like this incredible, you know, they get their hands dirty and they come back and they're like these are the 27 things that are wrong and you need to fix right, which is if you're a product team, that's actually like really helpful, right, so, and what? The thing that's so interesting is like it launched and everyone loved it, but then people are like well, but it only has sponsored products. Right, like, I want more, I want more, I might want more. So I think what's exciting about having ADSP signals in there is that's going to unlock a whole bunch of opportunity around partners that are deep on ADSP Right. Definitely and I think you know, probably a few months from now, we'll have some really interesting case studies, success stories. There's really like almost no end to the creativity of our partners, which is really great because they're such awesome builders. Anne: I agree. I'm curious AMC they not AMS? AMC? I know they get our accurate, our Amazon accurate. I know, there's so many of them Also provides hour by hour data for both DSP and for sponsored ads. Prior to this, especially prior to AMC, but also prior to AMS, this wasn't available for advertisers, so you kind of had to guess when you were running, like day parting or anything along those lines. Do you think the release of the stream data for DSP will eliminate the need for the AMC hourly data? Teresa: Well, I think you got to go back to like what are the use cases that people use other product, right? I think, like what is great about Amazon marketing stream? Right, it's an aggregate, aggregate data pipe, if you think about it, right, and so ultimately that's going to help people build solutions that are evergreen. It's going to help people train AI models right, because how do you train AI models? You need, like, lots of granular signals, right? And whereas the Amazon marketing stream is really about very specific use cases around, like understanding the customer purchase path, understanding incrementality, understanding attribution, so I don't think it's like one or the other, I think it's very like use case specific. Anne: Right. That actually leads perfectly into my next question, which is how you see these two datasets working together with advertisers currently, or how you see in the future that they can work together. Teresa: Yeah. So I think, like what I think is really exciting about partner innovation is, ultimately, I don't think there's ever been a better time to be a marketer, right, like there's that whole age old question about, like I know half my advertising is working, but I don't know which half, and I think we're getting about as close as we're going to get probably in our lifetime, but we're on the cusp of that with a lot of these tools, and so I think the the part about Amazon marketing stream that I think is so exciting is that it will allow the kind of automation that makes brands so much smarter and helps them do more with less. Right, and we're seeing like especially like this year has been an uncertain economic climate for a lot of folks, right, and a lot of a lot of folks are trying to figure out like my budget has been cut or my budget is capped, but I'm being asked to drive more growth Right, and I think, like partners have been able to deliver solutions based on Amazon marketing stream and rapid retail analytics that have really enabled that Awesome. Bradley Sutton: And you had a last question. Anne: I did. It's a fun one. What's your favorite thing about being at conferences like unboxed? Teresa: Oh, it's meeting my partners. You know, I learn so much from from meeting with partners, right, like I said, it's very humbling. The innovation, the creativity, what they teach us about our customers, what they teach us about our products and it's such an incredible learning experience is so energizing. Were you at our our cocktail party last night? Anne: No. Bradley Sutton: I was not. Anne: We had a lot of cocktail parties. I'm sure it was very. Teresa: That was like such a fun buzzing party and I got to meet partners from all over the world. At our award ceremony on Monday we met partners that came from Delhi and it was just really, really exciting. Bradley Sutton: Awesome, all right, well, thank you so much for coming on the show and we appreciate all that you do at Amazon. Teresa: Thank you, thanks guys. Bradley Sutton: All right, we've got Ruslana here. Ruslana, welcome to the show. Ruslana: Thank you, Bradley and Anne, for having me. Bradley Sutton: Are you based here in? Ruslana: New York no, I'm based in Seattle. Bradley Sutton: Seattle. Okay, Seattle was just there for accelerate, lots of rain, but I like. I like Seattle weather a lot. Quick question for you, first of all just how long have you been at Amazon and what is your title there? Ruslana: I'm a vice president of sponsored brands display in TV advertising and I just celebrated my 10 year anniversary Last week awesome, congrats, congrats. Bradley Sutton: now we're gonna go into like what you announced today, but you know something while you were on stage, you also referred to something that was, you know, launched a little bit ago. We're how, now you know, sponsored products can show up on websites like Pinterest and things like that, and one thing that was I have a bad memory, but it was new to me, maybe I knew about it, I guess, didn't know was like it's not just a product that's gonna display, but it'll also show, I believe, like the reviews count and even the shipping time did I, did I hear that right. Ruslana: Well, with sponsor products, our goal is to deliver the same value that Advertisers are getting today by having sponsored products was an Amazon store and some of the critical sort of trusted Amazon attributes, such as reviews, pricing information, as well as Prime delivery promise, are essential elements To helping customers make decisions and actually purchase. So yes you are, you got it right at that. Sponsor products will be containing Kind of product level or Amazon key, amazon trusted information Within these new and exclusive placements across some of these sides to help our advertisers to really go quickly and with ease from discovering something or exploring something to actually purchasing awesome, awesome. Bradley Sutton: That's been. That's been out for a while, but today, when you're on stage, you announce something brand new, and that was sponsored TV. So just give us maybe a quick 30 second, one minute overview of what that is, and Anne has some follow-up questions on that. Ruslana: Well, we see a sponsored TV, tv advertising as a whole, as a critical element of brand-building strategy. That should not be something that Brand cannot do. Any brand of any science should be able to tap into this opportunity and reach these engaged audiences on a big screen In the living room, and so sponsored TV is aiming to accomplish just that. We have worked very closely with our brands and our customers and Backwards from them, to understand what their key pain points have been and why they have not potentially used TV more actively Was in their overall brand-building strategy and, as a result, launch sponsored TV. I'm trying to eliminate three main pain points no guarantee commitments, no spend, minimum creative support and, lastly, access to first-party Amazon, first-party signals. Even when you advertise in TV, powered my machine learning and Right measurement so that advertise and send value, because what we've learned is spend is intimidating, a Lack of the right creative or ability to create the right credit. Just knowing what resonates on such a screen is Hard and intimidating and, lastly, just understanding the value that TV delivers for these brands was difficult. And so, given those three main pain points, that's there. That's why we're sponsored TV. I think to wrap like there is another element right. We at Amazon, we very custom obsessed and in this instance, we have two customers right. We have brands, and we just talked about the value we deliver for the brands, but there's also another key customer, which is the viewers, and for viewers, this is an opportunity to discover diverse collection of brands and products in places where they choose to spend their time. Bradley Sutton: Okay, now I'm just wondering where, like? What kind of placements are these? Are these like, like, like trailers that come up, or are there just actual, you know, banner ads that might pop up while you're watching a TV show? Ruslana: Oh, this is a TV advertising we're talking about, so they are video, so this is not this not sponsored display. Jeff: Yeah. Ruslana: This is video ads and they sponsor TV. Today service was in freebie content. Like I don't know if any of you watch freebie, I do. I love certain shows there, so big fan. So there is freebie content. There is streaming. Do you stream? Do you twitch? Bradley Sutton: Yes. Ruslana: Okay. Well, when you twitch during live streams, that could be. Another opportunity was in. Bradley Sutton: There might be people watch watching this right now on our rebroadcasts of this. Ruslana: People that twitch. This is where the ads would show. And then, lastly, was in a fire TV apps. Bradley Sutton: Okay, excellent yeah. Anne: So it was mentioned that the goal of this campaign, or at least one of the goals, is to make it more accessible to Advertisers who have lower budgets, don't necessarily want to deal with spend minimums etc. Do you feel like there's a lower level of budget sufficiency for running these campaigns, or can it be tested with a small amount of money? Ruslana: Well, we, as I said earlier, right customer obsessed, working back, working backwards from our brands and working backwards for them. I'm really observed that they do want to be able to engage with this audience. Why wouldn't you like if you launched a product that is net new, delightful, on the market? Why wouldn't you want to tell? Like you know, I talked on my keynote about hex glad. I don't know if you don't know, if you have it in your kitchen, but if you don't, I highly recommend. I discovered through our sponsor TV offering the brand and I love the non-stick and also non scratch. Bradley Sutton: Oh no, you had me out when you showed part of the video where it flipped over and nothing Was coming on. Anne: I like that. Ruslana: Very impressive and so at the end of the day, like that is the brand that I'm delighted to cook with every day, and I like my eggs for breakfast. Doesn't matter if it's Monday or Tuesday, Wednesday or Sunday, so in at the end of the day, I think these are the type of brands. They want to engage with the right audience at the right time, and I think this is the right time. Anne: Great. Can you walk us through some of the targeting that will be available with this type of advertising? Most of sponsored ads is keyword basis. That going to be the truth for Sponsored TV, or is it going to be more signal-based behavioral audiences? Ruslana: Well, we always try to help our brands reach the right audiences. So let me Maybe adjust one statement here Most of sponsor brands is not keyword based sponsored products. Keyword based sponsored Products is keywords based. Sponsor brands has keywords Elements in their way and how you express intent. Sponsored display doesn't have that way to express intent. But our aim is to always work with our brands and help them, give them the right tools to express the intent in the best possible way so we can deliver their message and their story in the right place at the right time. So in the case of sponsored TV, the advertisers could use both sort of category based interests and as well as Genre based interest. Bradley Sutton: I've got a spooky brand on Amazon, so like come Halloween season gonna be Maybe throwing some ads on some spooky Halloween shows or horror show. Anne: Perfect, I think we have time for one more question. So I'm curious how do you recommend brands measure success with these campaigns? Do you have specific KPIs that you think you know appropriately measure the success for sponsored TV or anything along those lines? Ruslana: So they reach. Traditional metrics are available similarly how they would be available for any other TV offerings, but in addition, we are sharing branded searches as well as detail page and store page Traffic, and so that is a starting point for the offering. We will continue evolving our metrics and help brands understand the value they're getting out of their sponsored TV offering Wonderful. Bradley Sutton: Thank you so much for joining us today. Ruslana: Thank you for having me and in Bradley.
Jeff Geerling, Owner of Midwestern Mac, joins Corey on Screaming in the Cloud to discuss the importance of storytelling, problem-solving, and community in the world of cloud. Jeff shares how and why he creates content that can appeal to anybody, rather than focusing solely on the technical qualifications of his audience, and how that strategy has paid off for him. Corey and Jeff also discuss the impact of leading with storytelling as opposed to features in product launches, and what's been going on in the Raspberry Pi space recently. Jeff also expresses the impact that community has on open-source companies, and reveals his take on the latest moves from Red Hat and Hashicorp. About JeffJeff is a father, author, developer, and maker. He is sometimes called "an inflammatory enigma".Links Referenced:Personal webpage: https://jeffgeerling.com/ TranscriptAnnouncer: Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at The Duckbill Group, Corey Quinn. This weekly show features conversations with people doing interesting work in the world of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles for which Corey refuses to apologize. This is Screaming in the Cloud.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn. A bit off the beaten path of the usual cloud-focused content on this show, today I'm speaking with Jeff Geerling, YouTuber, author, content creator, enigma, and oh, so much more. Jeff, thanks for joining me.Jeff: Thanks for having me, Corey.Corey: So, it's hard to figure out where you start versus where you stop, but I do know that as I've been exploring a lot of building up my own home lab stuff, suddenly you are right at the top of every Google search that I wind up conducting. I was building my own Kubernete on top of a Turing Pi 2, and sure enough, your teardown was the first thing that I found that, to be direct, was well-documented, and made it understandable. And that's not the first time this year that that's happened to me. What do you do exactly?Jeff: I mean, I do everything. And I started off doing web design and then I figured that design is very, I don't know, once it started transitioning to everything being JavaScript, that was not my cup of tea. So, I got into back-end work, databases, and then I realized to make that stuff work well, you got to know the infrastructure. So, I got into that stuff. And then I realized, like, my home lab is a great place to experiment on this, so I got into Raspberry Pis, low-power computing efficiency, building your own home lab, all that kind of stuff.So, all along the way, with everything I do, I always, like, document everything like crazy. That's something my dad taught me. He's an engineer in radio. And he actually hired me for my first job, he had me write an IT operations manual for the Radio Group in St. Louis. And from that point forward, that's—I always start with documentation. So, I think that was probably what really triggered that whole series. It happens to me too; I search for something, I find my old articles or my own old projects on GitHub or blog posts because I just put everything out there.Corey: I was about to ask, years ago, I was advised by Scott Hanselman to—the third time I find myself explaining something, write a blog post about it because it's easier to refer people back to that thing than it is for me to try and reconstruct it on the fly, and I'll drop things here and there. And the trick is, of course, making sure it doesn't sound dismissive and like, “Oh, I wrote a thing. Go read.” Instead of having a conversation with people. But as a result, I'll be Googling how to do things from time to time and come up with my own content as a result.It's at least a half-step up from looking at forums and the rest, where I realized halfway through that I was the one asking the question. Like, “Oh, well, at least this is useful for someone.” And I, for better or worse, at least have a pattern of going back and answering how I solved a thing after I get there, just because otherwise, it's someone asked the question ten years ago and never returns, like, how did you solve it? What did you do? It's good to close that loop.Jeff: Yeah, and I think over 50% of what I do, I've done before. When you're setting up a Kubernetes cluster, there's certain parts of it that you're going to do every time. So, whatever's not automated or the tricky bits, I always document those things. Anything that is not in the readme, is not in the first few steps, because that will help me and will help others. I think that sometimes that's the best success I've found on YouTube is also just sharing an experience.And I think that's what separates some of the content that really drives growth on a YouTube channel or whatever, or for an organization doing it because you bring the experience, like, I'm a new person to this Home Assistant, for instance, which I use to automate things at my house. I had problems with it and I just shared those problems in my video, and that video has, you know, hundreds of thousands of views. Whereas these other people who know way more than I could ever know about Home Assistant, they're pulling in fewer views because they just get into a tutorial and don't have that perspective of a beginner or somebody that runs into an issue and how do you solve that issue.So, like I said, I mean, I just always share that stuff. Every time that I have an issue with anything technological, I put it on GitHub somewhere. And then eventually, if it's something that I can really formulate into an outline of what I did, I put a blog post up on my blog. I still, even though I write I don't know how many words per week that goes into my YouTube videos or into my books or anything, I still write two or three blog posts a week that are often pretty heavy into technical detail.Corey: One of the challenges I've always had is figuring out who exactly I'm storytelling for when I'm putting something out there. Because there's a plethora, at least in cloud, of beginner content of, here's how to think about cloud, here's what the service does, here's why you should use it et cetera, et cetera. And that's all well and good, but often the things that I'm focusing on presuppose a certain baseline level of knowledge that you should have going into this. If you're trying to figure out the best way to get some service configured, I probably shouldn't have to spend the first half of the article talking about what AWS is, as a for instance. And I think that inherently limits the size of the potential audience that would be interested in the content, but it's also the kind of stuff that I wish was out there.Jeff: Yeah. There's two sides to that, too. One is, you can make content that appeals to anybody, even if they have no clue what you're talking about, or you can make content that appeals to the narrow audience that knows the base level of understanding you need. So, a lot of times with—especially on my YouTube channel, I'll put things in that is just irrelevant to 99% of the population, but I get so many comments, like, “I have no clue what you said or what you're doing, but this looks really cool.” Like, “This is fun or interesting.” Just because, again, it's bringing that story into it.Because really, I think on a base level, a lot of programmers especially don't understand—and infrastructure engineers are off the deep end on this—they don't understand the interpersonal nature of what makes something good or not, what makes something relatable. And trying to bring that into technical documentation a lot of times is what differentiates a project. So, one of the products I love and use and recommend everywhere and have a book on—a best-selling book—is Ansible. And one of the things that brought me into it and has brought so many people is the documentation started—it's gotten a little bit more complex over the years—but it started out as, “Here's some problems. Here's how you solve them.”Here's, you know, things that we all run into, like how do you connect to 12 servers at the same time? How do you have groups of servers? Like, it showed you all these little examples. And then if you wanted to go deeper, there was more documentation linked out of that. But it was giving you real-world scenarios and doing it in a simple way. And it used some little easter eggs and fun things that made it more interesting, but I think that that's missing from a lot of technical discussion and a lot of technical documentation out there is that playfulness, that human side, the get from Point A to Point B and here's why and here's how, but here's a little interesting way to do it instead of just here's how it's done.Corey: In that same era, I was one of the very early developers behind SaltStack, and I think one of the reasons that Ansible won in the market was that when you started looking into SaltStack, it got wrapped around its own axle talking about how it uses ZeroMQ for a full mesh between all of the systems there, as long—sorry [unintelligible 00:07:39] mesh network that all routes—not really a mesh network at all—it talks through a single controller that then talks to all of its subordinate nodes. Great. That's awesome. How do I use this to install a web server, is the question that people had. And it was so in love with its own cleverness in some ways. Ansible was always much more approachable in that respect and I can't understate just how valuable that was for someone who just wants to get the problem solved.Jeff: Yeah. I also looked at something like NixOS. It's kind of like the arch of distributions of—Corey: You must be at least this smart to use it in some respects—Jeff: Yeah, it's—Corey: —has been the every documentation I've had with that.Jeff: [laugh]. There's, like, this level of pride in what it does, that doesn't get to ‘and it solves this problem.' You can get there, but you have to work through the barrier of, like, we're so much better, or—I don't know what—it's not that. Like, it's just it doesn't feel like, “You're new to this and here's how you can solve a problem today, right now.” It's more like, “We have this golden architecture and we want you to come up to it.” And it's like, well, but I'm not ready for that. I'm just this random developer trying to solve the problem.Corey: Right. Like, they should have someone hanging out in their IRC channel and just watch for a week of who comes in and what questions do they have when they're just getting started and address those. Oh, you want to wind up just building a Nix box EC2 for development? Great, here's how you do that, and here's how to think about your workflow as you go. Instead, I found that I had to piece it together from a bunch of different blog posts and the rest and each one supposed that I had different knowledge coming into it than the others. And I felt like I was getting tangled up very easily.Jeff: Yeah, and I think it's telling that a lot of people pick up new technology through blog posts and Substack and Medium and whatever [Tedium 00:09:19], all these different platforms because it's somebody that's solving a problem and relating that problem, and then you have the same problem. A lot of times in the documentation, they don't take that approach. They're more like, here's all our features and here's how to use each feature, but they don't take a problem-based approach. And again, I'm harping on Ansible here with how good the documentation was, but it took that approach is you have a bunch of servers, you want to manage them, you want to install stuff on them, and all the examples flowed from that. And then you could get deeper into the direct documentation of how things worked.As a polar opposite of that, in a community that I'm very much involved in still—well, not as much as I used to be—is Drupal. Their documentation was great for developers but not so great for beginners and that was always—it still is a difficulty in that community. And I think it's a difficulty in many, especially open-source communities where you're trying to build the community, get more people interested because that's where the great stuff comes from. It doesn't come from one corporation that controls it, it comes from the community of users who are passionate about it. And it's also tough because for something like Drupal, it gets more complex over time and the complexity kind of kills off the initial ability to think, like, wow, this is a great little thing and I can get into it and start using it.And a similar thing is happening with Ansible, I think. We were at when I got started, there were a couple hundred modules. Now there's, like, 4000 modules, or I don't know how many modules, and there's all these collections, and there's namespaces now, all these things that feel like Java overhead type things leaking into it. And that diminishes that ability for me to see, like, oh, this is my simple tool that solving these problems.Corey: I think that that is a lost art in the storytelling side of even cloud marketing, where they're so wrapped around how they do what they do that they forget, customers don't care. Customers care very much about their problem that they're trying to solve. If you have an answer for solving that problem, they're very interested. Otherwise, they do not care. That seems to be a missing gap.Jeff: I think, like, especially for AWS, Google, Azure cloud platforms, when they build their new services, sometimes you're, like, “And that's for who?” For some things, it's so specialized, like, Snowmobile from Amazon, like, there's only a couple customers on the planet in a given year that needs something like that. But it's a cool story, so it's great to put that into your presentation. But some other things, like, especially nowadays with AI, seems like everybody's throwing tons of AI stuff—spaghetti—at the wall, seeing what will stick and then that's how they're doing it. But that really muddies up everything.If you have a clear vision, like with Apple, they just had their presentation on the new iPhone and the new neural engine and stuff, they talk about, “We see your heart patterns and we tell you when your heart is having problems.” They don't talk about their AI features or anything. I think that leading with that story and saying, like, here's how we use this, here's how customers can build off of it, those stories are the ones that are impactful and make people remember, like, oh Apple is the company that saves people's lives by making watches that track their heart. People don't think that about Google, even though they might have the same feature. Google says we have all these 75 sensors in our thing and we have this great platform and Android and all that. But they don't lead with the story.And that's something where I think corporate Apple is better than some of the other organizations, no matter what the technology is. But I get that feeling a lot when I'm watching launches from Amazon and Google and all their big presentations. It seems like they're tech-heavy and they're driven by, like, “What could we do with this? What could you do with this new platform that we're building,” but not, “And this is what we did with this other platform,” kind of building up through that route.Corey: Something I've been meaning to ask someone who knows for a while, and you are very clearly one of those people, I spend a lot of time focusing on controlling cloud costs and I used to think that Managed NAT Gateways were very expensive. And then I saw the current going rates for Raspberries Pi. And that has been a whole new level of wild. I mean, you mentioned a few minutes ago that you use Home Assistant. I do too.But I was contrasting the price between a late model, Raspberry Pi 4—late model; it's three years old if this point of memory serves, maybe four—versus a used small form factor PC from HP, and the second was less expensive and far more capable. Yeah it drags a bit more power and it's a little bit larger on the shelf, but it was basically no contest. What has been going on in that space?Jeff: I think one of the big things is we're at a generational improvement with those small form-factor little, like, tiny-size almost [nook-sized 00:13:59] PCs that were used all over the place in corporate environments. I still—like every doctor's office you go to, every hospital, they have, like, a thousand of these things. So, every two or three or four years, however long it is on their contract, they just pop all those out the door and then you get an E-waste company that picks up a thousand of these boxes and they got to offload them. So, the nice thing is that it seems like a year or two ago, that really started accelerating to the point where the price was driven down below 100 bucks for a fully built-out little x86 Mini PC. Sure, it's, you know, like you said, a few generations old and it pulls a little bit more power, usually six to eight watts at least, versus a Raspberry Pi at two to three watts, but especially for those of us in the US, electricity is not that expensive so adding two or three watts to your budget for a home lab computer is not that bad.The other part of that is, for the past two-and-a-half years because of the global chip shortages and because of the decisions that Raspberry Pi made, there were so few Raspberry Pis available that their prices shot up through the roof if you wanted to get one in any timely fashion. So, that finally is clearing up, although I went to the Micro Center near me yesterday, and they said that they have not had stock of Raspberry Pi 4s for, like, two months now. So, they're coming, but they're not distributed evenly everywhere. And still, the best answer, especially if you're going to run a lot of things on it, is probably to buy one of those little mini PCs if you're starting out a home lab.Or there's some other content creators who build little Kubernetes clusters with multiple mini PCs. Three of those stack up pretty nicely and they're still super quiet. I think they're great for home labs. I have two of them over on my shelf that I'm using for testing and one of them is actually in my rack. And I have another one on my desk here that I'm trying to set up for a five gigabit home router since I finally got fiber internet after years with cable and I'm still stuck on my old gigabit router.Corey: Yeah, I wound up switching to a Protectli, I think is what it's called for—it's one of those things I've installed pfSense on. Which, I'm an old FreeBSD hand and I haven't kept up with it, but that's okay. It feels like going back in time ten years, in some respects—Jeff: [laugh].Corey: —so all right. And I have a few others here and there for various things that I want locally. But invariably, I've had the WiFi controller; I've migrated that off. That lives on an EC2 box in Ohio now. And I do wind up embracing cloud services when I don't want it to go down and be consistently available, but for small stuff locally, I mean, I have an antenna on the roof doing an ADS-B receiver dance that's plugged into a Pi Zero.I have some backlogged stuff on this, but they've gotten expensive as alternatives have dropped in price significantly. But what I'm finding as I'm getting more into 3D printing and a lot of hobbyist maker tools out there, everything is built with the Raspberry Pi in mind; it has the mindshare. And yeah, I can get something with similar specs that are equivalent, but then I've got to do a whole bunch of other stuff as soon as it gets into controlling hardware via GPIO pins or whatnot. And I have to think about it very differently.Jeff: Yeah, and that's the tough thing. And that's the reason why Raspberry Pis, even though they're three years old, even though they're hard to get, they still are fetching—on the used market—way more than the original MSRP. It's just crazy. But the reason for that is the Raspberry Pi organization. And there's two: there's the Raspberry Pi Foundation that's goals are to increase educational computing and accessibility for computers for kids and learning and all that, then there's the Raspberry Pi trading company that makes the Raspberry Pis.The Trading Company has engineers who sit there 24/7 working on the software, working on the kernel drivers, working on hardware bugs, listening to people on the forums and in GitHub and everywhere, and they're all English-speaking people there—they're over in the UK—and they manufacture their own boards. So, there's a lot of things on top of that, even though they're using some silicons of Broadcom chips that are a little bit locked down and not completely open-source like some other chips might be, they're a phone number you could call if you need the support or there's a forum that has activity that you can get help in and their software that's supported. And there's a newer Linux kernel and the kernel is updated all the time. So, all those advantages mean you get a little package that will work, it'll sip two watts of power, sitting 24/7. It's reliable hardware.There's so many people that use it that it's so well tested that almost any problem you could ever run into, someone else has and there's a blog post or a forum post talking about it. And even though the hardware is not super powerful—it's three years old—you can add on a Coral TPU and do face recognition and object recognition. And throw in Frigate for Home Assistant to get notifications on your phone when your mom walks up to the door. There's so many things you can do with them and they're so flexible that they're still so valuable. I think that they really knocked it out of the park with that model, the Raspberry Pi 4, and the compute module 4, which is still impossible to get. I have not been able to buy one for two years now. Luckily, I bought 12 two-and-a-half years ago [laugh] otherwise I would be running out for all my projects that I do.Corey: Yeah. I got two at the moment and two empty slots in the Turing Pi 2, which I'll care more about if I can actually get the thing up and booted. But it presupposes you have a Windows computer or otherwise, ehh, watch this space; more coming. Great. Like, do I build a virtual machine on top of something else? It leads down the path super quickly of places I thought I'd escaped from.Jeff: Yeah, you know, outside of the Pi realm, that's the state of the communities. It's a lot of, like, figuring out your own things. I did a project—I don't know if you've heard of Mr. Beast—but we did a project for him that involves a hundred single-board computers. We couldn't find Raspberry Pi's so we had to use a different single-board computer that was available.And so, I bought an older one thinking, oh, this is, like, three or four years old—it's older than the Pi 4—and there must be enough support now. But still, there's, like, little rough edges everywhere I went and we ended up making them work, but it took us probably an extra 30 to 40 hours of development work to get those things running the same way as a Raspberry Pi. And that's just the way of things. There's so much opportunity.If one of these Chinese manufacturers that makes most of these things, if one of them decided, you know what? We're going to throw tons of money into building support for these things, get some English-speaking members of these forums to build up the community, all that stuff, I think that they could have a shot at Raspberry Pi's giant portion of the market. But so far, I haven't really seen that happen. So far, they're spamming hardware. And it's like, the hardware is awesome. These chips are great if you know how to deal with them and how to get the software running and how to deal with Linux issues, but if you don't, then they're not great because you might not even get the thing to boot.Corey: I want to harken back to something you said a minute ago, where there's value in having a community around something, where you can see everyone else has already encountered a problem like this. I think that folks who weren't around for the rise of cloud have no real insight into how difficult it used to be just getting servers into racks and everything up, and okay, they're identical, and seven of them are working, but that eighth one isn't for some strange reason. And you spend four hours troubleshooting what turns out to be a bad cable or something not seated properly and it's awful. Cloud got away from a lot of that nonsense. But it's important—at least to me—to not be Captain Edgecase, where if you pick some new cloud provider and Google for how to set up a load balancer and no one's done it before you, that's not great. Whereas if I'm googling now in the AWS realm and no one has done, the thing I'm trying to do, that should be something of a cautionary flag of maybe this isn't how most people go about approaching production. Really think twice about this.Jeff: Yep. Yeah, we ran into that on a project I was working on was using Magento—which I don't know if anybody listening uses Magento, but it's not fun—and we ran into some things where it's like, “We're doing this, and it says that they do this on their official supported platform, but I don't know how they are because the code just doesn't exist here.” So, we ran into some weird edge cases on AWS with some massive infrastructure for the databases, and I ran into scaling issues. But even there, there were forum posts in AWS here and there that had little nuggets that helped us to figure out a way to get around it. And like you say, that is a massive advantage for AWS.And we ran into an issue with, we were one of the first customers trying out the new Lambda functions for RDS—or I don't remember exactly what it was called initially—but we ended up not using that. But we ran into some of these issues and figured out we were the first customer running into this weird scaling thing when we had a certain size of database trying to use it with these Lambda calls. And eventually, they got those things solved, but with AWS, they've seen so many things and some other cloud providers haven't seen these things. So, when you have certain types of applications that need to scale in certain ways, that is so valuable and the community of users, the ability to pull from that community when you need to hire somebody in an emergency, like, we need somebody to help us get this project done and we're having this issue, you can find somebody that is, like, okay, I know how to get you from Point A to Point B and get this project out the door. You can't do that on certain platforms.And open-source projects, too. We've always had that problem in Drupal. The amount of developers who are deep into Drupal to help with the hard problems is not vast, so the ones who can do that stuff, they're all hired off and paid a handsome sum. And if you have those kinds of problems you realize, I either going to need to pay a ton of money or we're just going to have to not do that thing that we wanted to do. And that's tough.Corey: What I've found, sort of across the board, has been that there's a lot of, I guess, open-source community ethos that has bled into a lot of this space and I wanted to make sure that we have time to talk about this because I was incensed a while back when Red Hat decided, “Oh, you know that whole ten-year commitment on CentOS? That project that we acquired and are now basically stabbing in the face?”—disclosure. I used to be part of the CentOS project years ago when I was on network staff for the Freenode IRC network—then it was, “Oh yeah, we're just going to basically undermine our commitments to you and now you can pay us if you want to get that support there.” And that really set me off. Was nice to see you were right there as well in almost lockstep with me, pointing out that this is terrible, just as far as breaking promises you've made to customers. Has your anger cooled any? Because mine hasn't.Jeff: It has not. My temper has cooled. My anger has not. I don't think that they get it. After all the backlash that they got after that, I don't think that the VP-level folks at Red Hat understand that this is already impacting them and will impact them much more in the future because people like me and you, people who help other people build infrastructure and people who recommend operating systems and people who recommend patterns and things, we're just going to drop off using CentOS because it doesn't exist. It does exist and some other people are saying, “Oh, it's actually better to use this new CentOS, you know, Stream. Stream is amazing.” It's not. It's not the same thing. It's different. And—Corey: I used to work at a bank. That was not an option. I mean, granted at the bank for the production systems it was always [REL 00:25:18], but being able to spin up a pre-production environment without having to pay license fees on every VM. Yeah.Jeff: Yeah. And not only that, they did this announcement and framed it a certain way, and the community immediately saw. You know, I think that they're just angry about something, and whether it was a NASA contract with Rocky Linux, or whether it was something Oracle did, who knows, but it seems petty in retrospect, especially in comparison to the amount of backlash that came out of it. And I really don't think that they understand the thing that they had with that Red Hat Enterprise Linux is not a massive growth opportunity for Red Hat. It's, in some ways, a dying product in terms of compared to using cloud stuff, it doesn't matter.You could use CoreOS, you could use NixOS, and you could use anything, it doesn't really matter. For people like you and me, we just want to deploy our software. And if it's containers, it really doesn't matter. It's just the people in government or in certain organizations that have these roles that you have to use whatever FIPS and all that kind of stuff. So, it's not like it's a hyper-growth opportunity for them.CentOS was, like, the only reason why all the software, especially on the open-source side, was compatible with Red Hat because we could use CentOS and it was easy and simple. They took that—well, they tried to take that away and everybody's like, “That's—what are you doing?” Like, I posted my blog post and I think that sparked off quite a bit of consternation, to the point where there was a lot of personal stuff going on. I basically said, “I'm not supporting Red Hat Enterprise Linux for any of my work anymore.” Like, “From this point forward, it's not supported.”I'll support OpenELA, I'll support Rocky Linux or Oracle Linux or whatever because I can get free versions that I don't have to sign into a portal and get a license and download the license and integrate it with my CI work. I'm an open-source developer. I'm not going to pay for stuff or use 16 free licenses. Or I was reached out to and they said, “We'll give you more licenses. We'll give you extra.” And it's like, that's not how this works. Like, I don't have to call Debian and Ubuntu and [laugh] I don't even have to call Oracle to get licenses. I can just download their software and run it.So, you know, I don't think they understood the fact that they had that. And the bigger problem for me was the two-layer approach to destroying all the trust that the community had. First was in, I think it was 2019 when they said—we're in the middle of CentOS 8's release cycle—they said, “We're dropping CentOS 8. It's going to be Stream now.” And everybody was up in arms.And then Rocky Linux and [unintelligible 00:27:52] climbed in and gave us what we wanted: basically, CentOS. So, we're all happy and we had a status quo, and Rocky Linux 9 and [unintelligible 00:28:00] Linux nine came out after Red Hat 9, and the world was a happy place. And then they just dumped this thing on us and it's like, two major release cycles in a row, they did it again. Like, I don't know what this guy's thinking, but in one of the interviews, one of the Red Hat representatives said, “Well, we wanted to do this early in Red Hat 9's release cycle because people haven't started migrating.” It's like, well, I already did all my automation upgrades for CI to get all my stuff working in Rocky Linux 9 which was compatible with Red Hat Enterprise Linux 9. Am I not one of the people that's important to you?Like, who's important to you? Is it only the people who pay you money or is it also the people that empower your operating system to be a premier Enterprise Linux operating system? So, I don't know. You can tell. My anger has not died down. The amount of temper that I have about it has definitely diminished because I realize I'm talking at a wall a lot of times, when I'm having conversations on Twitter, private conversations and email, things like that.Corey: People come to argue; they don't come to actually have a discussion.Jeff: Yeah. I think that they just, they don't see the community aspect of it. They just see the business aspect. And the business aspect, if they want to figure out ways that they can get more people to pay them for their software, then maybe they should provide more value and not just cut off value streams. It doesn't make sense to me from a long-term business perspective.From a short term, maybe there were some clients who said, “Oh, shoot. We need this thing stable. We're going to pay for some more licenses.” But the engineers that those places are going to start making plans of, like, how do we make this not happen again. And the way to not make that happen, again is to use, maybe Ubuntu or maybe [unintelligible 00:29:38] or something. Who knows? But it's not going to be increasing our spend with Red Hat.Corey: That's what I think a lot of companies are missing when it comes to community as well, where it's not just a place to go to get support for whatever it is you're doing and it's not a place [where 00:29:57] these companies view prospective customers. There's more to it than that. There has to be a social undercurrent on this. I look at the communities I spend time in and in some of them dating back long enough, I've made lifelong significant friendships out of those places, just through talking about our lives, in addition to whatever the community is built around. You have to make space for that, and companies don't seem to fully understand that.Jeff: Yeah, I think that there's this thing that a community has to provide value and monetizable value, but I don't think that you get open-source if you think that that's what it is. I think some people in corporate open-source think that corporate open-source is a value stream opportunity. It's a funnel, it's something that is going to bring you more customers—like you say—but they don't realize that it's a community. It's like a group of people. It's friends, it's people who want to make the world a better place, it's people who want to support your company by wearing your t-shirt to conferences, people want to put on your red fedora because it's cool. Like, it's all of that. And when you lose some of that, you lose what makes your product differentiated from all the other ones on the market.Corey: That's what gets missed. I think that there's a goodwill aspect of it. People who have used the technology and understand its pitfalls are likelier to adopt it. I mean, if you tell me to get a website up and running, I am going to build an architecture that resembles what I've run before on providers that I've run on before because I know what the failure modes look like; I know how to get things up and running. If I'm in a hurry, trying to get something out the door, I'm going to choose the devil that I know, on some level.Don't piss me off as a community member and incentivize me to change that estimation the next time I've got something to build. Well, that doesn't show up on this quarter's numbers. Well, we have so little visibility into how decisions get made many companies that you'll never know that you have a detractor who's still salty about something you did five years ago and that's the reason the bank decided not to because that person called in their political favors to torpedo that deal and have a sweetheart offer from your competitor, et cetera and so on and so forth. It's hard to calculate the actual cost of alienating goodwill. But—Jeff: Yeah.Corey: I wish companies had a longer memory for these things.Jeff: Yeah. I mean, and thinking about that, like, there was also the HashiCorp incident where they kind of torpedoed all developer goodwill with their Terraform and other—Terraform especially, but also other products. Like, I probably, through my book and through my blog posts and my GitHub examples have brought in a lot of people into the HashiCorp ecosystem through Vagrant use, and through Packer and things like that. At this point, because of the way that they treated the open-source community with the license change, a guy like me is not going to be enthusiastic about it anymore and I'm going to—I already had started looking at alternatives for Vagrant because it doesn't mesh with modern infrastructure practices for local development as much, but now it's like that enthusiasm is completely gone. Like I had that goodwill, like you said earlier, and now I don't have that goodwill and I'm not going to spread that, I'm not going to advocate for them, I'm not going to wear their t-shirt [laugh], you know when I go out and about because it just doesn't feel as clean and cool and awesome to me as it did a month ago.And I don't know what the deal is. It's partly the economy, money's drying up, things like that, but I don't understand how the people at the top can't see these things. Maybe it's just their organization isn't set up to show the benefits from the engineers underneath, who I know some of these engineers are, like, “Yeah, I'm sorry. This was dumb. I still work here because I get a paycheck, but you know, I can't say anything on social media, but thank you for saying what you did on Twitter.” Or X.Corey: Yeah. It's nice being independent where you don't really have to fear the, well if I say this thing online, people might get mad at me and stop doing business with me or fire me. It's well, yeah, I mean, I would have to say something pretty controversial to drive away every client and every sponsor I've got at this point. And I don't generally have that type of failure mode when I get it wrong. I really want to thank you for taking the time to talk with me. If people want to learn more, where's the best place for them to find you?Jeff: Old school, my personal website, jeffgeerling.com. I link to everything from there, I have an About page with a link to every profile I've ever had, so check that out. It links to my books, my YouTube, all that kind of stuff.Corey: There's something to be said for picking a place to contact you that will last the rest of your career as opposed to, back in the olden days, my first email address was the one that my ISP gave me 25 years ago. I don't use that one anymore.Jeff: Yep.Corey: And having to tell everyone I corresponded with that it was changing was a pain in the butt. We'll definitely put a link to that one in the [show notes 00:34:44]. Thank you so much for taking the time to speak with me. I appreciate it.Jeff: Yeah, thanks. Thanks so much for having me.Corey: Jeff Geerling, YouTuber, author, content creator, and oh so very much more. I'm Cloud Economist Corey Quinn and this is Screaming in the Cloud. If you've enjoyed this podcast, please leave a five-star review on your podcast platform of choice, whereas if you've hated this podcast, please leave a five-star review on your podcast platform of choice along with an angry comment that we will, of course, read [in action 00:35:13], just as soon as your payment of compute modules for Raspberries Pi show up in a small unmarked bag.Corey: If your AWS bill keeps rising and your blood pressure is doing the same, then you need The Duckbill Group. We help companies fix their AWS bill by making it smaller and less horrifying. The Duckbill Group works for you, not AWS. We tailor recommendations to your business and we get to the point. Visit duckbillgroup.com to get started.
Welcome my friends to season 3 of the Determined to Dance podcast. My prayer is that you'll be encouraged to persevere daily in our chaotic world. Show Notes: An Interview with Jeff Walling Part 2 Today I'm honored to share part two of my interview with Jeff Walling: author, speaker, and the Director of the Youth Leadership Initiative at Pepperdine University. We've spent this season learning from his wonderful book, Daring to Dance with God. Now on to part two… Jennifer: One thing I wondered about because it's something as a fiction writer people ask me is what is your favorite quote in the book? And I know there are probably tons of them. But is there one that really stands out? Jeff: I may have to get back to you on this. That's kind of a frightening thing after thinking back all those years. I know there are some quotes in that passage on letting the Lord lead, you know, the importance of doing that and how control is the hardest thing for us to let go of. Ideas, yeah. Quotes? As a writer, you're just busy trying to get it from your brain out through your fingertips. You challenge me to go back and say is there a passage where I say, “Oh, God, you did a good job on that one.” I'll get back to you. Jennifer: My favorite story in the book is the one about you manning the record player. That one stood out to me more than any of them. Jeff: Yeah, a few years ago, quite a while now, I found a time in my life where I was burned out, tired of marching, I knew it was because I was tripping over stuff I shouldn't be tripping over. And I remember going to a therapist, a Christian therapist, and telling him about that experience and about the record player. And he gave me a new perspective. He said, “Wow. That was your way of hiding and coping. That was your way of making a joke out of it. Let's somehow make this fun. And you talk about a quote, he said, “Jeff, you like many people don't enjoy sitting in pain.” We learn so much more, I know this, through pain than we ever do through pleasure. And yet we try to eradicate pain just as quickly as we can. I have probably eight different kinds of Advil or Tylenol or aspirin in my cabinet because why should we hurt, even for a moment? Spiritually, oh my goodness, to be able to just listen to the voice of God in the pain. That's the only reason that the prodigal son got home. If he had managed to make himself some kind of pig slop taco, he'd have stayed where he was. But the pain, the agony of man, this is not what God wants for me is what helped him make the turn. Jennifer: I totally agree. It seems like, especially when I'm frustrated when I finally get to that point of saying, “Okay, God. I don't know what I'm supposed to be doing here. He says, “Okay. I've been waiting for you to say that. Now let me tell you what you're supposed to be doing here.” Pain, aggravation, frustration—all of it brings me to that point. Jeff: Amen. We need to be like the woman who had spent all her money on the cures, right? Who was still bleeding. Who'd gone on the misery-go-round over and over and over again, and finally, she was willing not only to go out in public in a crowd—where she wasn't supposed to be—but to just reach out and touch the hem of his garment. I love that picture. I hope your listeners will hear the voice of God saying, “Don't be ashamed. You might not dance like somebody else, and somebody may look at you like you're goofy but just look into my eyes and dance with Me. Let me guide you in celebrating life, using your gifts and skills even when dancing through the pain.” Jennifer: That was a good chapter. And we have about six or seven more episodes on the podcast. I plan on doing some filling in and at the end, I'm going to deal with the last chapter. We've already been touching on a lot of trust and faithfulness. This week's podcast was on the end. The end time. Getting ready to meet our Savior, tying on to where I'm going.
Working with amazing, hard-working property management entrepreneurs is what makes being a coach worth it. Join property management growth expert Jason Hull in today's episode as he interviews DoorGrow client Jeff Garner. Jeff went from 150 to 420 doors in 4 months! Learn how he did it. You'll Learn [02:35] Why would anyone get into property management? [12:40] Fixing the foundation of a property management business [15:14] Importance of culture in a business [25:05] Why you need a coach [27:34] Navigating operational issues Tweetables “No matter what market we're in, it's good. If we're going to the moon, management's great. If we're crashing, it's even better because people can't sell their properties and they go, ‘Oh shoot, we'll turn them into rentals.'” "Go where they won't go and do what they won't do. That's where the money's at," “It all starts with your mindset.” “Weekly commitments, and you'll start to see the momentum build big time when the team are all visible and can be seen and there's accountability and they get recognized because you have that system installed, performance sometimes goes up.” Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive TalkRoute Referral Link Transcript [00:00:00] Jeff: I have 420 doors and I have more peace of mind, more direction and I know where I'm going to be and where I'm going and how to get there. [00:00:12] Jason: Welcome DoorGrow Hackers to the DoorGrowShow. If you are a property management entrepreneur that wants to add doors, make a difference, increase revenue, help others, impact lives, and you are interested in growing in business and life, and you're open to doing things a bit differently, then you are a DoorGrow Hacker. DoorGrow Hackers love the opportunities, daily variety, unique challenges, and freedom that property management brings. Many in real estate think you're crazy for doing it. You think they're crazy for not [00:00:38] because you realize that property management is the ultimate, high trust gateway to real estate deals, relationships, and residual income. At DoorGrow, we are on a mission to transform property management business owners and their businesses. We want to transform the industry, eliminate the bss, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. I'm your host, property management growth expert Jason Hull the founder and CEO of DoorGrow. Now let's get into the show. [00:01:08] And today's guest is Jeff Garner. Jeff, welcome. [00:01:14] Jeff: Thanks man. Glad to be here. [00:01:17] Jason: So Jeff, what's the name of your property management business? [00:01:19] Jeff: Homes Stretch Property Management [00:01:21] Jason: Homes Stretch. All right, cool. And why'd you pick that name? [00:01:26] Jeff: I feel like real estate investing it's a long-term play. It builds wealth over the long haul. And for our home stretch of our life, whether you decide your home stretch starts at 40 because you retire early, or whether it's 60 or 70, if you are buying real estate, really it, you know, It's about letting the tenants pay down, you know, principal balance, pay down, depreciation, tax, write-offs, appreciation. Sure cash flow's nice every month, but you can make millions over, you know, 20 year period, 25 year period. And so I see the real value in real estate is being that, so we want to get our owners to the home stretch and, you know, that's kind of how we look at it. So we want to improve and maintain your property so that someday you can either sell or refi and it's in great shape and it's an easy process. Or you just want to keep it in cashflow forever. So our job's to give you freedom and peace of mind knowing that your properties are being taken care of better than you can or anyone else so. [00:02:29] Jason: Nice. Love the brand. So Jeff. Why don't you give people a little bit of background on you. How did you start getting into real estate and what made you decide to do the crazy thing of starting a property management company? How did this all happen? [00:02:43] Jeff: Yeah, it was the crazy thing because-- so I'll tell you a little bit about me. Real estate's the only business I've ever been in. I got my real estate license when I was 22. I was going to be a real estate agent. Found a niche working with investors because when you're 22, you know, growing up doesn't come overnight. And so when you're got all your, "oh shoot, I'm showing property today," and you have to crunch the beer cans and put them under your seat. because you just turned 21 a year before, you know, it can be a little awkward putting the 40 year old mom and dad and their kids in the car to go show them property. [00:03:18] Right. Which I did okay at. I did fine. But I found a niche in working with investors because you could sell them one house and most of the time they don't even want to get in your car. Half the time, once you get know what you're doing, you just give them a lockbox code and tell them to call you back and tell you what you think, and they give you a number and you write it and put it in. You could sell them 10 or 20 houses. So I developed a niche at that. I got really good at finding deals and I would send them to my guys. Shortly after that, I decided that I was on the wrong side of the table, you know, three or four years of that. I go to closing, I collect my $2,500 commission check, and he gets a check for $20,000 because he flipped it, right? And I just thought, wait a minute, I'm finding the deal. I'm calling him up, I'm telling him what number to put it in at and he's making all this money. What am I doing wrong? So I got into that side of the business, you know. So, 08 hit crashed. All of us really put me in a position to where I to make a decision on what I wanted to do because all my investors were gone. Right? [00:04:17] They were trying to stay alive. Yeah. You know, in 08 for the people that didn't go through it, was like If you worked in Walmart and all of a sudden the next morning you woke up and no one will shop at Walmart again. [00:04:31] Jason: Right? [00:04:31] Jeff: Yeah. Never walks through the door. [00:04:34] Jason: Yeah. So must have been scary. [00:04:37] Jeff: Yeah. And so, I thought, "well, this investment thing's really what I want to do. So I'm going all in. It's time to restart. So that's what I'm going to go all in at." So I really looked at what happened and I realized that history, you know, tells the story and that everyone was riding this wave and had no idea it was a wave because no one does the research to, you know, see what the cycles are. I didn't know there was a cycle. I was young. Yeah. And so the common sense thought came, well, we were at a high. If I was a real investor and I was really good at what I did, I would've been taking vacations, waiting for this crash to happen, and then I'd go out and buy everything I could find and hold it. Yeah, so I did that. I bought 110 rentals over a three year period, all at, you know, probably 20% of what the market is today. And outsourced the management a couple times. Horrific. Cost me more money than you know, one, when I was at 110 properties, I had to take them back overnight because I realized that I had 16 vacants and they didn't even know about half of them. [00:05:42] Really? Yeah. It was horrible. They just they got overwhelmed and so I built a management company overnight to manage my own properties and had zero desire. It was the last thing on the absolute planet I wanted to deal with was tenants and toilets. I did not get into rentals to deal with tenants or maintenance. It didn't, yeah. So I put together a makeshift management company and decided I'd never take on another property of anyone else's. I'd only do my own, because I was going to do this, it was going to be for myself. There certainly wasn't going to make a hundred dollars a month on a property and do all this for somebody else. Right. That's, that was my thought on being real. And a few years went by '16, '17, realized that I'd gotten tons of equity and I had properties sitting there with 50, 60,000 in equity and I'm making 200 or 300 a month. And I thought, this math doesn't make sense anymore, right? So I sold off over a two or three year period, about 50 of them. But everyone apparently, everyone knew management is a tough gig and there's not a lot of good management companies out there. Why? Right? There was no DoorGrow then that I'm aware of at least. Right? So everyone in the management business just thought, "this looks like we can make some money, let's do this." [00:06:57] But they had no idea. The machine, it has to be to run well. Yeah. And so they said, "well, I'll buy that property. I'll even give you retail for it, but you have to keep the management." So to this day, I still manage all 110 of those properties, even though I only own 60 of them. Right. So to get the money I wanted, I had to keep the management. And then I just kind of started looking at it is in the last couple years when I realized that we could potentially be getting to another place. If you look at the charts and you look at history that we're you know, we're at a high now, will it last four years longer? Probably. So I had to kind of reevaluate what I wanted to do and I looked at all my businesses, flip business, wholesale, you know, my rental portfolios and my management company, I went, wait a minute, what am I doing? I'm focusing all this energy and chasing down deals and having all these, you know, taking all the risk on everything I buy and just grinding away constantly. For over 20 years now. And I got this management company, although it's not sexy, everyone tells me it's the worst thing in the world to do. Yeah. You know, I realize it was the one thing that was repeatable, scalable, and I could predict. And no matter what market we're in, it's good. If we're going to the moon, management's great. If we're crashing, it's even better because people can't sell their properties and they go, oh shoot, we'll turn them into rentals. I thought, "wait, what am I doing? I'm looking at this all wrong." I just started to look at it and so I started working on getting really good at it and filling all the holes on my own, right, with my own. And it's, you know, and I realized that with the right team in place and the right mindset, you know, which is we want to help landlords, right? I want to take 20 something years of resources and try to convert over this management company and give them to everyone else-- that it could be a great business. And then I realized, like I preach, because I did some coaching in the real estate space throughout the years "go where they won't go and do what they won't do. That's where the money's at," right? So if everyone's going after retail flips and a really nice b and b areas, then go look in the C areas because they're being neglected. If everyone's after all the C properties because the cash flows, so well then go up to your A or B areas and start doing flips because those are being neglected. Nice. Certain town everyone's afraid of? Good. Let them be all fighting in one place and you go there. And so I realized that was what was going on in the real estate market for the management business. So I decided that's what I wanted to focus my energies on. So I literally burned all the other boats, man. No marketing, no wholesaling, no flipping. [00:09:40] Jason: Wow. You went all in on property management? [00:09:42] Jeff: All in on property management, period. I got online, I did what I did 15 years before, after 08 happened, and I thought, "I'm going to redo myself. How do I do this?" And so I just got online and I started digging around and trying to teach myself things and I got coaches back then, and even though I knew 90% of what they were trying to teach me, because I got coaches in the flipping side, right? I knew you know, 80, 90% of what they were teaching me was that 10 or 20% where I knew would bring me all my money, right? So I did the same thing here and that's how I came to DoorGrow is I found you guys really were the only real system oriented, you know, nuts and bolts teach the how and not just the why. You know, a lot of people want to tell you why you do. Oh, well, you know why? They want to give you the why on, you know, but they don't want to give you the nuts and bolts of the how and tell you connect A to B to C to D and you'll get your results, right? And so, I found you guys, and I knew that's all I was missing to having success because the rest of the management companies all had bad raps. You couldn't talk to a landlord that really loved their management company. Yeah. So I knew I could fix, put those pieces together and really treat it like a business based off of giving people their freedom and peace of mind, knowing that their properties are being taken care of better than theirs. [00:11:10] If you can do that, anyone listening to this, if you can wrap your mind around being of service. No one else is doing that in the management business. Right? Yeah. You will dominate, it's like I used to say when I had lots of rehab crews going, if someone shows up and does what they say and has half of the talent that I need them to have, they could be rich. That's all they have to do. Just not be the best, but do what you say and show up so it's predictable and we can communicate well and get stuff done. So if you did that, and you can do that with a mindset of, "I want to be of service to the industry." Be the best. You'll dominate, end the story, but you have to wrap that around your mind, you know, and it'll come out in your calls. It'll come out in your conversations at the grocery store. It'll come out everywhere. [00:12:00] Hell, I pulled 16 doors out of my gym in the first 30 days after joining DoorGrow because I just got the structure when we went through mindset and and some sales stuff of. Really taking what was in my mind and putting it in paper and going through the process of splitting the page into four spots and right. You know, going through everything. I got to dial it in and then boom, that was it. There's nothing else to talk about, but what I came up with there, you know, home stretch was the name of the business because it fits what I'm trying to do. I know what our mindset is, the culture for my company and you know, we started just plugging in systems and processes. [00:12:40] Jason: So let's talk a little bit about it. because you said nuts and bolts, but to most property managers, they're like, "nuts and bolts means how do you like do maintenance and how do you plunger a toilet?" you know, like it's like the practical stuff where you know how to manage properties. Yeah. You know how to deal with tenants, you know how to like do all that. What challenge were you dealing with that brought you to DoorGrow and how did that help? [00:13:04] Jeff: It's really hard to explain that. What I really had was is I had a business and it functioned and I did okay, but I did not feel at 150 properties, I did not feel I could bring on 10 more doors. I felt like it would all crumble and break because I had no idea what I was doing really. Right. I had nothing to model. I had just said I got maintenance, my maintenance was horrible. I had all these guys that that was one of the hardest parts to find. But I had all these just subcontractors and every once in a while we'd find someone to come on full time, but you'd have to trust them to be out there all day doing what they said they were doing. And I didn't know how to run that. I didn't know how to manage that. I didn't know how to systematize that where I knew what was going on at all times. And I didn't feel comfortable going any bigger because, I felt like I could see why other management companies had problems, and I don't think they want to suck, right? No, I don't think so. But they just don't want to say no to the money. [00:14:06] "Hey, I got 20 doors." oh, we're going to do a great job for you. Let's bring it on. And they're already struggling with what they have. Yeah, right. Just think it's magically you're going to work, or, you know what? It'll give me more money in that way. More money will mean I can do more things. And no it doesn't. It creates more problems that cost more money. So I needed the systems, I needed the processes. Those are the nuts and bolts I'm talking about. Got it. Who to hire to do what and to, because that's it. [00:14:34] Jason: I mean, so what's changed then? Like you had 150 doors, you came to DoorGrow and we started helping you change a lot of stuff, right? Yeah, absolutely. So, what things have you changed since joining DoorGrow? Yeah. What are some of the first things we start working on with you? [00:14:51] Jeff: Okay, well, really it was just getting my mindset right was the biggest one because once my mindset was correct and I knew and I had our, what we were trying to do, where we could be of service, that opened my mind up to, " how do we do that then?" Right. So that's sort of answering questions for me, you know. [00:15:14] Jason: So with mindset, what you're saying is I believe you're talking about all the culture stuff that we took you through stuff. Just the culture stuff and just kind of, I mean, that's the core foundation of the business. Like if we want to make this business built around you, we've got to figure that piece out, right? So we started with that and that probably had a significant ripple through everything. [00:15:33] Jeff: Imagine like this, you have children, you all of a sudden you, "I'm going to be the best dad ever and I'm going to have kids." Next thing you know, you got two or three of them, they're under five. You have no, literally imagine your parents weren't good. I don't know. They didn't model worth a crap. Okay. Like, how do I do this? Like, I can feed them, I can put them to bed and I can keep them from killing themselves, but do I really know how to raise them to have commitment, how to be honest, how can I make a five year old a strong member of society at 28 years old, right? But if you have a culture and a mindset, you know, "I want my children to be like this. I want them to have this belief system," and how do we give them that belief system? Okay, "well, let me look into that. Okay. Well, if we go to this school, it'll give them these values and then I can back them up at home. And then with bedtime and, oh, I did a little research here. If I put them to bed at this time, get them up at this time. Oh wait, the sugars and dyes are bad. It makes them spastic and oh, well I'll take that out." And you start learning, right? But it all starts with your mindset. Right. And so my mindset changed and it started making me go down the rabbit holes that are all in DoorGrow of, "Okay. Leasing-- my leasing person that we're just winging it and working out of this software that we really were just doing all workarounds and spreadsheets because we really didn't know how to use it. Watch this. Watch these videos on leasing, watch these videos on placing tenants." And then I would watch them and then we would meet and put together a process and a system on how it's going to go instead of just winging every call we got. [00:17:17] So I started building it out position by position. I went and I found a new property manager that had the capacity to be a really good property manager and grow from some of the-- I'm still new inDoorGrow. I'm only six months in. Right? And honestly over the last month I've had a two months, I've had a really hard time getting into DoorGrow because I. [00:17:42] I'm up 420 in doors. Right. [00:17:45] Jason: So, yeah. So, and let's get to that. That's interesting. But so the children, in your analogy here, this is your team you're talking about, and this is my team. Yeah. And you were in it for what, maybe a couple months and then you started replacing the entire team? [00:18:00] Jeff: The entire team is gone except for two people. And one of the two was almost gone. Because of just be all of a sudden having this parent mindset, I kind of coached him, or you know, raised him in a way in this little short period of time to where he's changed. Nice. And he is just, and the reality of it is, what I found out is he was so unhappy because of how screwed up systems were that everything rolled down to him that once I realized that I got to take things away, put them create and find out what was broken on his role. And he was a main construction manager that we created a different systems and now he's probably one of my strongest pieces. So everyone knew the whole team is new. [00:18:50] Jason: So new team, you installed a good culture, you're then able to work with us on the hiring piece and getting good team members in place. Absolutely. You've leveled up some team members because you have culture and you know, like what you deserve and want as a business owner and what have the type of team and we want to build around you. Absolutely. Most business owners build teams around the business, and that's probably what you did before. [00:19:15] Jeff: Absolutely a pure necessity. And I, I didn't but hire people that fit the culture or what I was looking for. I just hired a warm body that seemed like they would work, and I thought, we'll just teach them what we need them to know. Yeah. And their mindset or what they did in their off time or their goals didn't mean they were their business. [00:19:36] Jason: Right. Yeah it's amazing. Some simple frameworks like just understanding the three fits to hiring. Yeah. Like culture fit, skill fit, personality fit can shift hiring significantly. So then you started working pretty quickly with one of our coaches on acquisitions. You went out and found a deal. And in four months you were at 420 units. [00:19:59] Jeff: Yeah. Yep. 420. And I've got probably we're I'm just, we might be at four 40 or four 50 because we have 20 or 30 vacants that Okay. That are under, that are kind of on make ready that we took over that we haven't been able to fill yet because we have this construction backlog, not on our end, but on his backend. The guy that I bought the management from, which was part of the deal, and one of the reasons he sold was because he had done exactly what everyone else did. He got too big and wasn't saying no, and got backlogged and yeah, he was starting to provide really horrible service, so I went in, bought it from him at a really good price for me, but I think it was still a good price for him because if you're at a point to where you're going to, it's stressing you out, you can't get it all done. [00:20:46] It's affecting anything, all your other revenue streams and people are getting ready to start leaving you. Someone walks in "wait, you can take this off my hands and give me money? Okay. Where do I sign?" You know? [00:20:59] Jason: So what are the things did you do with our team? Have we done a website for you? [00:21:03] Jeff: You did a website. [00:21:05] Jason: What about your branding? Did you change your brand at all? [00:21:08] Jeff: Yeah. Hell, hell yeah. I was starting point property management. I changed my brand. We rebranded a week before this acquisition, which I was like, I'm going to put this rebranding thing off because that's another, and then we sat down and I was talking to the team and I don't think they loved it, but they agreed that doing it before we transition all these new owners and tenants over was going to be the way to go because then we would have to change it all up in a couple months anyway when we rebranded and had them in a new website and portal and such so. [00:21:38] Jason: How about pricing? Did you change your pricing? [00:21:41] Jeff: I'm on the hybrid pricing. Okay. The three plans. The three plans now, which is exactly from you guys. Which was another thing that really helped me because with changing the pricing and doing the hybrid plan and going through that training, and it was, once again, it was all the why's we're doing it. I got to design the plans that fit our culture and provide the service we wanted to provide. It gave me more confidence, honestly, in what we were doing, even though I was going to be charging more now. So yeah, we're on the three tier pricing, hybrid pricing. [00:22:19] Jason: So you've changed your team, you changed your branding, you changed your website, you changed your pricing model. You've probably made some adjustments to your pitch. Do you do the Golden Bridge stuff? [00:22:31] Jeff: I didn't have a pitch before. You didn't have a pitch? I didn't have a pitch. I'd just say, "Hey, we do management. Can we manage your properties?" And I just like, that's what I'm saying, when I didn't know, like I couldn't wrap my mind around, because I'd been flipping houses and wholesaling. I had that down to a science. I am a fricking ninja in that. Yeah. But the management side, it was just, "Hey, we manage properties." Yeah. This is what we charge if you want to come over. Cool. If not, I got to go. I got other calls with me, you know, and to have a pitch. So it was literally everything and the pitch made it. That's what I'm saying. I pulled 16 doors out of the gym. Yeah. Just "what are you doing now? Oh, I'm doing management and it's--" 'boop,' just going into my pitch casually, just real casual because we're at the gym. "Do you know anybody that manages any properties? Yeah, I do. I got this buddy. Cool. Could I talk to him? That was it. [00:23:23] Jason: So I love clients like you, Jeff. because you implement, like you went through the rapid revamp and you did it rapid, like you got that stuff done. Yeah. Pretty quick. And then you start working on acquisition because you saw that opportunity with our acquisitions coach and you're like, "I'm going to do that." and you're just doing stuff and I think that's a testament to you. You know, this is part, I think when we work out more often at the gym, and I think our brains work better. I think that's science, like that's been proven. Like there's something released in our muscles. And you're a big dude. I got to get to your point. I'm trying to work out to catch up to you. [00:23:59] Jeff: I'm going to be pitching you on coaching you in that area. [00:24:02] Jason: But I think I appreciate that you've been implementing this stuff rapidly and I asked you at DoorGrow Live, I was like, "where do you see yourself, you know, do you think you could get to a thousand doors?" And you were like, "yeah, probably a year and a half." Like it's nothing. Like it's nothing. And you're like, "well, maybe two years." And I was like, "do you know how ridiculous that sounds to most people?" Yeah. So, but I believe it. I believe it for you. I believe it's possible for you. And I believe any of our clients could do it if they just. Take action and implement. And in order to do that, they've got to trust us. And I appreciate you putting your faith in us and trusting us and just putting your head down and doing the work. [00:24:41] So what would you say to other property managers that are maybe like the company that you bought or maybe like the way you were before if they've just been watching DoorGrow on the sidelines and they think they know what we're about and they think we're just marketers or something that like have a decent sales pitch, but they don't know if they can trust us? You're behind the paywall. What would you say to them? [00:25:04] Jeff: Well, I mean, besides being behind the paywall and doing it and having experience with it, I know coaching and I know that space, and so I recognized DoorGrow immediately from watching your marketing and just digging in a little that you guys taught the business. It wasn't a marketing ploy to get people to sign up to you. Actually, it wasn't like I was just going to get a bunch of motivation, "go out there and do it!" right, right. Because I motivated it was, like I said, it was the whys and the hows and and the all the processes and systems. And so man, it's all there for you to just do it. You would just do it. You would literally just go, "okay, I'll start at one and work to 10." I had a management company already. If I had to redo it all when I got real life processes and systems, and then I saw that there was people in it that had a hundred doors, 500 doors, a thousand doors, and I'm like, "that's what I need." I need to be surrounded by people that are at a higher level of success and have been where I am and now are where I want to go. And so if you are watching and you have management already and you are struggling, and it sucks. Whether it's for you or your customers, or both? I have 420 doors and I have more peace of mind, more direction and I know where I'm going to be and where I'm going and how to get there. And more time to myself if I wanted to take it. I don't take it because I still have big goals and so I'm working a lot. But then I did with 150 doors. That's awesome. I had more certainty with 3x almost than I did where I started. I got the team in place. I watched them problem solve all day long on the chat and working systems and the processes and everything happens the same over and over again. [00:27:01] So it's really a business in a box, but you have to do it. You can't question yourself. You can't make excuses. You just have to do it. It'll be really easy if you just one foot in front of the other and take the steps. It's all there. And I had to stop because I can't wrap my mind around everything until I get to another place. Right. Yeah. Like I can only do so much and it's growing and working and so like, I've got to pause and then I'm going to dive back in and I don't know I'm still in DoorGrow obviously regularly. [00:27:34] Jason: Well, let's do some co coaching live on air. Let's figure out what's your next step? Ready? Okay. Yeah. You open? Okay, cool. So you're at 420 units right now. Yeah. Yeah. You've finally got a good team, you've got good culture. Yeah. So the next level to get to, you know, to break past that next kind of major barrier, which maybe is 600 doors, you have to have a great team, but you got to get three major systems installed. Those three major systems are going to be, you have to really get a good process system installed. Not just process documentation, but a system to where they're running the processes each time. So we've got DoorGrow flow. You can use that, lead simple, process street, something, but you need a good process system. That's one piece. The other piece you need is you need a really good people system. So you've started to create the culture, you've started to install that system. Then we want to make sure-- and did you use DoorGrow hiring and do grow ATS and work with Sarah on some of that stuff? [00:28:32] Jeff: I watched the coaching and implemented some of the things I learned just like I did with Clint. So yeah. [00:28:38] Jason: So we want to make sure we have a solid system so that as you scale, you can get the right people and get those people quickly. So it sounds like you've done some work on that. And then we want to make sure you have a really good planning system. So once you have a team of people you trust to execute, your executive team, then we want to install a planning system. Now these three systems should not be run by you because as a visionary and an entrepreneur, it's not fun for you to do this. So the key person, the most important hire you will have on the team will be an operator. Somebody that runs the operations. Do you feel like you have that key person right now? [00:29:15] Jeff: I do, but she is one of the people I brought on the most valuable hire I've made after I came to DoorGrow. And it was to have that operator, but she's a CFO. Okay. And she's grown another insurance company to probably where we're at now from scratch, which, you know, I think I'm blowing her mind a little on where we want to go, how fast we're going. But yeah, my goal is to make her the operator. She's the CFO. And so you know management's an accounting business, really at the end of the day, and so we are doing so many changes to our software and our accounting to make sure that all those processes and automations are in place that she is buried every day, but she helps with the team. She helped on the hiring. And she's going to be the operator to try to shorten that. We're working her into that role because as she figures pieces out, we hand them off. So it frees her time up and she's not doing the 15- $20 an hour work because they're paying her more than that. Handing it off and it's freeing up her time and she's. Then we're putting in place some of that more operation stuff, so in process. [00:30:23] Jason: Nice. Yeah. Cool. Awesome. So when she's ready, one of the things we'll want to do is start to get her to show up on the Friday coaching call, which is operations, and to do that super system breakout and work with her and you to get DoorGrow OS installed. Once you get DoorGrow OS installed, the planning system is that next level system. This is going to allow you to have your team start to function like a visionary, like the entrepreneur, they're going to start to innovate and move goals forward without you having to, you know, push them. And she will run that system. She'll run the meetings, and then you'll be able to set goals and break them down from quarterly to monthly to weekly commitments, and you'll start to see the momentum build big time when the team are all visible and can be seen and there's accountability and they get recognized because you have that system installed, performance sometimes goes up. When I first install a system like that, we grew 300% in a year. And so that is kind of the next level I think for you guys is when she's ready for that, we start to get DoorGrow OS installed and get that planning system and cadence. Because cadence in a business is the communication, cadence is the culture, cadence creates all of this, and it gets everyone rowing the boat in the same direction. So instead of you saying, "Hey, let's do this to everybody, watch this video at DoorGrow," et cetera. They will start to innovate and move outcomes forward because they're given goals and deadlines and then support instead of tasks. And that's where you'll start to see your team really perform. This is where you get like three times the output from your team members. This is where your operational costs drop significantly in relation to the number of people you have per door. And so that's what I see next level for you guys. And once you have that system installed, 600 doors is going to be a piece of cake. [00:32:17] Jeff: Yeah. The other thing too is that I know we need a sales funnel. The funnel right now is this mouth, that's it right now. [00:32:27] Jason: We got to get you out of that. So what'll be next is either we get you, if you don't have this already, we get you an assistant, a setter, or a sales assistant. And that person will then help you double your capacity currently. because they'll be doing all of the follow up, getting you on calls to close and you can use tactics like the double barrel close and some of these things we talk about. That's maybe, that's like level one, baby step. Level two, we just get you out of doing that all together. We get you a full-time BDM. Just like James Wachob 's team installed Brad, he's been showing up to each of our Wednesday calls where we support the BDMs or the people working on growth and I think he's helped him add like 250, something like that. They've added 400 doors organically in less than a year. [00:33:18] Jeff: Is that Brian Bouler guy? [00:33:20] Jason: Yeah, Brian Bouler's their operator. And he's, he actually just, yeah, he's a stud. He just became the director of the property management. So he's running all property management and he just hired an operator to replace himself from a Fortune 50 company. Right? So this is like once you have your operator fully functioning as an operator, you get her out of CFO role and you get her into being an operator, then we can start to install DoorGrow OS, get that team to the next level. And part of that plan, I think for your 90 days would be to start to focus on that sales side. If you're ready to ramp up lead gen and growth, then we get you maybe a setter initially, and then we get you a full-time BDM or you can jump straight to getting a BDM and we help you find somebody that can just crush it at sales. We identify the right personality type, they're great at this, and they will go out and just make it rain and create business for you. [00:34:13] Jeff: I got the hiccups all of a sudden, so I'm like, this is going to look great in the podcast. [00:34:17] Jason: You're just so excited about the future. Excited. Yeah. And you know, and that BDM could also, and then I think what you would do, if you want to focus on the growth side, if that's still fun for you, you just go out and find more acquisition deals. Yeah. Yeah. Yeah, that's fine. You can even get your BDM to start hunting for acquisition deals as well and feed them to you, and then you do double barrel close that way. They're feeding you to close it. Right? So, anyway, I think that's going to be the next level for you and, you know, maybe what I would maybe have your CFO do is do a time study and maybe you do a time study if you haven't done one for a while, so that you can see where can you support her even more and more quickly to get things off of her plate. What are you doing? Which things do you love the most? Which things don't you? And start to take some things off of her plate and give them to other team members as quick as possible. So, and then you'll know like, this is what she spent her time doing over the last two weeks. You're like, cool, we, these are minus signs. These are things that are lower level dollar an hour work. Let's define these processes and we make that a goal and all that. When you have a cadence and a planning system, you can plug all that into your goals. Like one of your quarterly goals would be transition CFO to operator, for example. Yeah. So we could start to build out those systems even right now with her, we just need to get you and her on board with that. And then you'll see things start to go even faster because you're already working a plan. When we put the plan in a way that everyone else can see it and everyone can contribute, the whole business starts to go faster. Otherwise, it's you pushing her and her pushing everybody else, and it's very top down. When you create a bottom up system, you'll start to feel a lot of momentum. Okay. It's a weird feeling when you start to feel the team pulling you forward instead of you pushing them forward. [00:36:10] Jeff: So, when you say that, what does that, what do you call that then? Like when you're saying bottom up, you know? When you, everything you just said, like, what is that? Like, what do I call that? [00:36:21] Jason: So I call that the planning system or DoorGrow OS, the operating system. The operating. So we want to get this operating system installed so that there's this planning cadence and communication. So I'd start with by doing a six core functions assessment with your team brainstorming session. That'll be quarterly planning and it'll take like an hour and a half or two hours. First time you do this as a team. [00:36:44] Jeff: That's all in os. That whole process is an OS. The step-by-step on that. That was my direction. I need OS, and I need Flow, and I'm like, oh, another thing I got to plan. [00:36:53] Jason: Yeah that's DoorGrow OS. The planning system. What's cool about it and, if you do the math on this, right? Let's say you do in your annual planning, you spend maybe an hour, a half. Your quarterly planning, you do four times a year. You spend maybe an hour, a half, two hours, right? Each of your monthly planning meetings, which you have 12, that adds up to 12 hours, maybe an hour each, right? Then you're doing your weekly commitments meetings every week. Maybe you'll do about 50 of those a year. Maybe those take an hour, sometimes even just 30 minutes, depending on the size of your team and the aggressiveness of your goals. And the goal on a weekly basis is to hit 80% of your weekly commitments. That's a lot of goals getting achieved. This is outside of the tactical work, outside of the day-to-day work. This is innovating and moving the business forward towards your core functions and what the business needs most and what you need most. [00:37:49] If you stack and add all this up, maybe even add a culture meeting here or there, and you add your daily huddles with your teams that are like maybe 15, 20 minutes, all that combined adds up to, you can run the entire business on 300 hours a year, and it eliminates a massive amount of 'got a minute?'s, sneaker net communication, interruptions, and it makes the business far more efficient. [00:38:14] Jeff: And that's all lined out in OS. Like I start OS, it's like everything step by step. I can do this. How? [00:38:22] Jason: Yes. However, my disclaimer is, this is not stuff that you're going to want to do. This is stuff that your operator will probably enjoy doing. Okay, but not you. Okay. Like me, I hear a bunch of meetings. My initial gut reaction is like, "oh gosh, shoot me now." Right? Yeah. Like that sounds like a cumbersome and a waste of my time. It actually speeds you up and speeds up the business and gives you more time, but you don't want to run it. You need somebody else to run it because otherwise you end up as the emperor with no clothes because everybody's going to agree to you, say "whatever Jeff says," you need somebody else to run it. And you're last to speak in all these meetings. Yeah. Then you'll start to see the magic and the genius of your team. because some of them are more closely connected to some of the things that need to shift or move or be innovated or move forward than you are, right? Your maintenance coordinator can see what's going on in maintenance and they probably have ideas. And so this will allow them to start to, you know, bubble up some of these ideas and it'll allow them to innovate. When team members don't get deadlines and outcomes that they're given to achieve. And then they can see that there's need for improvement, instead of innovating, they go and try and spend more of your money. Yeah, exactly. And so the team gets more expensive. And then you, if you give them a blank check, they'll just spend like, "let's go buy this new thing and let's buy that. And that might do this," right? When you give your team a deadline and some constraints and an outcome, they will start to get creative and innovate, and you want your team members to start to think like that. That turns them into intrapreneurs. So getting this system installed, I think will be the big next level thing, and we can start getting that installed right away so Sarah can help you get that set up. And set up a call with you and your operator and you're already working on some goals. So let's just get those goals into a system where everyone can see and make sure you start to move the plan forward, create the plan, work the plan, and you'll start to see the team move forward way faster. [00:40:16] So I'm excited for you man. [00:40:19] Jeff: Can you believe I got the hiccups? I get hiccups like once every 10 years. I get in the middle of the podcast. Yeah, I'm very excited about that because here's the truth is you're right, like you get to this place at, you know, 150 doors on my own right, that's capacity really no capacity would've been much higher. But doing it well, capacity was 150 doors. Now I'm at 400 something and we're going, well, yeah. I think I could add another a hundred doors before anything breaks, but I know we're there. We're 50 to a hundred doors away from having to do new stuff again. Yeah. I can feel it. And so that's exciting, but dreadful to think, to have to implement myself. [00:40:59] I think that's why I've kind of like, "let's just wait till we get everything we're doing dialed it perfectly before I get into that," but I need to just suck it up. I got to call with Sarah coming up the next couple days and I just need to tell her, okay, let's do OS, whatever. Tell me what to do next. Let's go. [00:41:14] Jason: Yeah. And really we're just going to start working on creating a plan. Then we'll put in the software and you'll start to see when you start having these weekly meetings with your team, you're going to start to see stuff move forward. Like our goal, we sometimes have like 40 things in a single week that we're working on as a team outside of our daily work, like 40 tasks that are assigned to different team members. [00:41:38] And my team members do not want to show up with a red 'no.' Yeah. And this increases their performance level, like you would not believe. They want green yeses when they show up on Monday for our weekly commitments meeting. And that means we are really likely to get all of our 30 day goals done, which means we're really likely to get all of our quarterly goals done because they're all connected. [00:41:59] Yeah. You'll start to see your business move forward really quickly. This is a next level thing. So I'm excited for you to get that installed. because first, you got to have an operator. because I've tried to do it on my own without an operator and I really, I get lazy because I just don't like it. Like, I don't like running the meetings. I'm like, "all right, anyone's stuck on anything? Let's move forward faster." And I just skip steps and I tell people, do things, but when the team starts to run this, your operator will start to run the business. The business will start to run itself. Things will start to move forward without you, and then instead of you feeling like you're the entrepreneur pulling your entire team up the hill in a wagon, which is what it feels like until you get a system like this, you're going to start to see them moving forward ahead of you, and you're going to be the one that is in the wagon and they're pulling you up the hill. You're just going to be there like giving some feedback, coaching them, supporting them, but you'll start to see the business move forward. I'm the biggest constraint on my team. Sarah and the team are using DoorGrow OS, and they're moving the whole business forward constantly. And they're like, "Jason, keep up. We need more from you." And so they're keeping me accountable now. I don't need to keep them accountable because I've got A players and I've got a system that brings that out in them. So that's the next level. Cool, man. Awesome. Well, hey, thanks for coming on the podcast and being vulnerable and sharing some of your struggles and your wins. [00:43:23] Really appreciate you as a client. [00:43:25] Jeff: Yeah. Appreciate you too, man. It's been a huge life changer. So cool. Well, keep pushing me. [00:43:32] Jason: Yeah, we'll keep going. We'll get you to that next level as well. So, thousand doors, here we come! [00:43:37] Jeff: Here we come. All right. [00:43:39] Jason: All right, thanks. See you. All right, so if you are a property management entrepreneur and you're wanting to get some coaching, you're tired of not having anyone in your corner, maybe nobody's believing in you, maybe not even your spouse is believing in you right now, and you need some hope, you want to have some results like Jeff, you're wanting to move your business forward. We would love to coach and help and support you. Join our mastermind. You can check us out at doorgrow.com. If you're looking like to get nurtured and warmed up a little bit more and you're not really sure about those DoorGrow people, then go to doorgrowclub.com. Join our free Facebook group. We give out better free stuff than most coaches in this industry give out that's paid, and you're going to get access to our master classes and some really cool stuff in there. Join that and you're going to see that we care and we want to see you succeed. And that will hopefully be a nice pathway into you becoming a client and working with DoorGrow and taking your business to that next level. And finally getting what you deserve, getting paid what you deserve, and having the business that you dream of having. [00:44:47] Until next time everybody, to our mutual growth. Bye everyone. [00:44:51] Jason Hull: You just listened to the #DoorGrowShow. We are building a community of the savviest property management entrepreneurs on the planet in the DoorGrowClub. Join your fellow DoorGrow Hackers at doorgrowclub.com. Listen, everyone is doing the same stuff. SEO, PPC, pay-per-lead content, social direct mail, and they still struggle to grow! [00:45:18] At DoorGrow, we solve your biggest challenge: getting deals and growing your business. Find out more at doorgrow.com. Find any show notes or links from today's episode on our blog doorgrow.com, and to get notified of future events and news subscribe to our newsletter at doorgrow.com/subscribe. Until next time, take what you learn and start DoorGrow Hacking your business and your life.
Episode Show Notes In this episode we cover: Why accessibility is important What is assistive technology Easy ways to make our content more accessible How to use alt text The four main principles of accessibility This week's question is: Tell me something interesting you've learned this year. Recommendation of the week is: Guava Flavored Lies by JJ Arias Apple Kobo Amazon UK Amazon USA ***this show uses affiliate links Find out more about Jeff, Michele and accessible content: Content For Everyone Buy the Book Here Color Contrast Checker Rebel of the Week is: Angel Ackerman If you'd like to be a Rebel of the week please do send in your story, it can be any kind of rebellion. You can email your rebel story to rebelauthorpodcast@gmail.com 1 new patron this week, welcome and thank you to Wendy Karas. A big thank you to my existing patrons as well. If you'd like to support the show, and get early access to all the episodes as well as bonus content you can from as little as $2 a month by visiting: www.patreon.com/sachablack Transcript: Sacha: This is The Rebel Author Podcast, where we talk about books, business and occasionally bad words. Hello rebels, and welcome to episode 180. Today, I'm talking to Jeff and Michele all about accessible content and making our books, our social media, our websites more accessible for more readers. But first to last week's question, which was: what book has gotten you out of a reading slump? Carrie says, "I'm still in a slump. I'm always so tired by the time I have time to read that I can read a few pages before I shut down. I think I need an audible subscription again." Heather says, "The book that recently got me out of reading slump was the rage read that was Iron Widow, and it was just what I needed." Claire said, "Another Stupid Love Song by Miranda McLeod and Em Stevens. Last summer, I was racially abused on my way home and followed to the train station by a group of white man." I'm already fucking livid reading this. "It was really traumatic, and I fell into a deep depression afterwards. Stopped going out, stopped writing and reading." I hate reading this. I'm so sorry. "But then I saw Miranda mention that she had a new age gap romance. And the part of me that felt curious about stories began to wake up when I started reading the straightforward writing style, fast pacing and promise of a happily ever after made a good book to start with." I seriously don't know what the fuck is wrong with people. Like, I'm not going to get into a whole load of politics and opinions right now, but just know that reading that made me really crass, and I'm really sorry that you experienced that. I'm really really glad that reading and story and happy ever afters have helped you to at least heal a little bit from that experience. This week's question is: tell me something interesting that you've learned this year. We are heading towards the end of the first quarter. What the fuck? And so I want to know, what have you learned this year? It could be something small. It could be something not at all about writing. It could be anything really. So yeah, it can be about yourself as well. Let me know what you have learned about something this year. Okay, the book recommendation of the week this week is Guava Flavored Lies by JJ Arias. JJ is a fuckin master of bickering. This is the same JJ who interviewed me in the Ruby Roe launch episode. And JJ is coming on the show. We are literally just in the process of booking a date. Oh my god, I had the pleasure of reading Guava Flavored Lies in audio, and it was so good. It was the breath of fresh air that I needed. And okay, so let me tell you about it instead of just keep fucking ranting about how good it is. It's a contemporary romance, sapphic romance, contemporary sapphic romance with two Cuban families rowing. They've got a shit ton of like history, familial history, and like generational arguments between them. They're both pastry chef families and they own like pastry shops. The bickering went back to school girl days, and I've just never read anything where the bickering was so real and so funny and so brilliant. And I just like I literally laughed, and I don't know, I don't know. I think it actually will go down as my favorite contemporary romance that I've ever read. I loved it that much. It's kind of rivals to lovers as well. Yeah, enemies to lovers, rivals to lovers. Probably rivals to lovers, I would say. Just because there are no like stabbing knives. But it is just fantastic. So if you are looking for an example of dialogue that is sharp as fuck, and bickering that is just fantastic between two love interests, this is the story for you. I highly, highly recommend this book. Of course, links will be in the show notes. So in personal news and updates, I'm sick again. Literally can't fucking believe it. Woke up a couple of days ago feeling like rough as a dog, and I just honestly, I really want this to be a positive episode. I hate being whiny, you know what I'm like, I like to charge forward at 1000 miles per hour all of the time, and always look to the goal, to the future, to the whatever. I just, I'm struggling this week. It is a struggle. I am exhausted again. And I genuinely don't think it's any one thing in my life particularly, I just think it is the fact that it's all combined. And I really need to fucking slow down or like, not slow down, but just like take something off my plate before I crash and burn, because I sort of feel like this is a mini physical burnout. I have decided to reduce boot camps slightly. Instead of going five times a week, I'm gonna go three times a week for now. And I'm going to move one of those to the weekend so that I get a little bit more time in the week during the working days so that I can, you know, not work in the evenings so much. But yeah, I'm really over being sick this year. It is alarm bells to me. I am acutely aware that this is a problem and that I need to have a holiday or take some time off. The problem is I'm really shit at taking time off at home because my office is at home. So, you know, that's why I like to travel because then the office isn't here, the temptation isn't here. It's probably a very privileged thing to say. But you know, I do struggle to take time off at home. It just is what it is. It's a fact. So that's kind of where I'm at. Yeah, I don't feel well, and I would like to not be working today, if I'm honest. But there are things that need doing and things that have deadlines. So on I go. In terms of what I've been working on, I have started The Villains Journey. I'm super excited. I have been trying Rachel's method, which I know you guys will have heard about last week on The Black Herron. Oh, no, no. So for those listening on the podcast, you won't have heard about this yet. But for those on Patreon, you will have heard about it. So in the coming episode, Rachel and I discussed the fact that she started writing 500 new words a day on anything. They can be any project. And I was like, oh, that's amazing. And basically, if you do it every single day of the year, I think it's about 182,000 words a year. That's like three books, or more if you write nonfiction and shorter word counts. And I'm not going to do it every single day, I'm just trying to do it every working day. And so yeah, I have started The Villains Journey, and I'm already 3000 words in. I know that doesn't sound like a lot, but I'm not supposed to start writing this until May, you know, and at this rate, I can go to May with about 20k in the bag. So feels like a lot to me. I'm very, very happy. I'm about 19,000 words into the second Girl Games book. This is the one that I already had 30k in, but no, as you know, I more or less scrapped it. I have salvage some of the stuff from the first version, and so yeah, I'm 19,000 words into the book. I've been doing about 5000-word days, which is great. And using a write to sprint in the morning, and that's really been helping. So yeah, I feel pretty good about the writing projects. And it's really nice to be writing words. I find that I get to a point where I'm exhausted and don't want to write anymore, probably because I burned so hard, and then I like get very sick and tired of doing the marketing or the entity or whatever it is, and want to go back to doing the drafting. So it's a good schedule to have to be able to switch between the two. So when you hear this, it will be my birthday week. And I am considering, given that I'm not feeling very well, that I might take a couple of days off. I don't know, we'll see. I would like to go down to London and go to the Big Waterstones and like spend some time in there, but we'll see. I don't know whether or not I'll actually get to do that. But it would be nice to, so we'll see. You know, given that I'm not feeling very well, I think that is probably everything that I'm going to update you with this week. So the rebel of the week this week is, and I have to say, I did pause for a second and have to reread the name, It's Angel Ackerman, which when you write it and you read quickly, very much read as Angela Ackerman. Not Angela Ackerman, ladies and gentlemen, it's definitely Angel Ackerman. So let me read Angel's story to you. "I work in the Stitch Fix warehouse in Pennsylvania folding clothes for eight hours a day. I'm a former journalist and needed a low stress job that could allow me time and energy to pursue my own creative interests. At the warehouse, which Stitch Fix refers to as Hizzies, with cute names for each, we are the Buzzy Hizzy, but there is also the breezy, the hoozy, the dizzy, and the fizzy. I'm allowed to listen to podcasts, and so as a writer, I discovered The Rebel Author podcast and many others in the industry. "I have racked my brain trying to capture a rebel story from memory and suddenly I realized my whole creative side hustle is rebellion. I founded Parisian Phoenix Publishing in 2021 as the brand behind my paranormal women's fiction series, Fashion and Fiends, debuting with the first volume, Manipulations, in September of that year. "One of my best friends is a graphic designer with an obsession with typography. In her first job as a graphic design professor had invented the name and logo for the company and a complete boxset of the novels in 2008, just to have something to submit for the faculty art show. At the time, I was shopping my novels to traditional publishers and agents, attending conferences and serving on the board of my local writers group. Motherhood prevented me from giving proper effort to that, and the book industry was changing so much in the aughts. "When the pandemic happened, I thought it would be fun and rebellious to self-publish preserve these stories for my now teen daughter. But the project barrel rolled into a full-fledged craft press as more people asked me to publish their books. I asked fellow writers and artists for help with projects being proposed because linking creative communities is one of our goals. "As of 2023 Parisian Phoenix has nine published books ranging from an anthology of marginalized voices, LGBTQ disability, mental health, body image, ethnicity, etc., to a romantic comedy with original photographs, a devotional focusing on how to protect yourself in a violent modern world without violating your Christian values in production, and an 11th book of short stories in the editing phase. Not to mention, poetry, a holocaust memoir, and nostalgic fiction. "Each book seems to host its own rebellion. Our tagline is: publishing unique voices and diverse perspectives. And many of our staff members and peer review board members have disabilities. I have cerebral palsy. My assistant editor has been blind since birth. And we have primarily women on board." This is an awesome, awesome rebellion. And yeah, look up Parisian Phoenix if you are interested in finding out more about them. I think this is such a cool rebellion, and the fact that you are creating communities and collecting people and helping to bring diverse voices into the world is just fantastic. So I absofuckinglutely love that rebellion. And also thank you for listening. If you would like to be a rebel of the week, please do send in your story. It can be any kind of rebellion, something big, something small, or something in between. You can email your rebel story to Becca over on rebelauthorpodcast@gmail.com. A huge welcome and a warm thank you to new patron Wendy Karis. And of course, a gigantic thank you to all of my existing patrons. You guys help keep the show running. You make me feel like what I do is worthwhile and having a wonderful impact, so I really, really appreciate each and every single one of you. If you would like to support the show and get early access to all of the episodes, as well as a ton of bonus content, then you can from as little as $2 a month by visiting patreon.com/sachablack. Okay, that's it from me this week. Let's get on with the episode. Hello, and welcome to The Rebel Author Podcast. We are in for a special treat today because we have not one, but two guests on the show. First, we have Jeff Adams. Jeff is a creative entrepreneur, as an author of both queer romances and young adult fiction, as well as the co-host of The Big Gay Fiction Podcast. In his day job, Jeff's a certified professional and accessibility core competencies by the International Association of Accessibility Professionals. As the Accessibility Operations Director for UsableNet, a company focused on making the digital world more accessible and usable, he consults with clients around the world about digital accessibility. Next up we have Michele Lucchini. Michele is the Vice President of Delivery and Accessibility Operations for UsableNet and overseas the teams responsible for ensuring client success in their digital accessibility program. Michele's background is rooted in software development first, and moving to team and operation management later. Thanks to experience gathered in over two decades, Michele is an expert at helping companies from the largest to the smallest, making their digital experiences accessible. Hello, and welcome. Jeff: Thanks for having us, Sacha. It's great to be here. Sacha: So Jeff, you were first on the show back in episode 55, which I can't actually believe because that was October 2020. Jeff: It feels like a year ago, like years and years and years ago. Sacha: I know. I know. I mean, honestly, time is a lie. I was texting one of my friends this evening who was talking about the movie, Everything Everywhere... Jeff: Everything Everywhere All at Once, I think. Sacha: Yes, that one. And I was like, "Oh yeah, yeah, that was out like three years ago." And she was like, "Oh, actually, no, it's up for the Oscars now." And I was like, "Wait, what? No, no, no. It could not possibly have been out last year." Though it was. Yeah, time is a lie. It's weird. So normally I ask people like what their journey is, how they came to writing the book. But I'm gonna ask you first of all, like, what have you been up to since then? Because obviously, we know like your journey from the first episode, which I'll link in the show notes. Jeff: It's interesting as I went back to look at 55, and like what was going on in October of 2020. Like, within the month before you dropped that episode, so between the time we talked for that interview and you dropped the episode, we actually ended The Big Gay Author Podcast, which is one of the things we were talking about on that show. Mostly, because with pandemic and other things that were going on, like some of our priorities shifted, and it's like, we weren't sure that show was really relevant anymore. So as it's so popular, now, we learned how to say no and learned when to end something, and put that aside. Big Gay Fiction Podcast continues on. It went into its eighth year last November, so we're 400+ episodes now there. So that's been exciting. I've written the book we're about to talk about. And the neat thing about that, I think, is writing this nonfiction book, I think has resparked my fiction side a little bit, because I've been really stagnant over the last couple of years. I've done some rereleases of some things I got the rights back on, but writing new stuff has really been a struggle. So my fingers crossed, that the nonfiction kind of broke that kind of cloud over my head, if you will, and I'm gonna be able to hopefully get some new fiction out this year. Sacha: I always find nonfiction is a real palate cleanser. Like I adore fiction, but I definitely need to also write nonfiction, because it gets me excited to go back to the fiction. Otherwise, I do tend to find it's a bit of a burn. So Michele, have you written other books? Or is this your first one? Or? Michele: That's the very first one. Sacha: That's exciting. Michele: The last thing I wrote was my thesis at the university. And that was far from exciting. Well, actually, it was in home automation, so it was actually an interesting topic. But I've always loved writing, but I never dedicated myself enough to call myself like a producer or a writer of a proper book. Sacha: So before we dive into the questions like about the book, then how did you find writing, and writing together? Like what was the experience like for you? Michele: Well, let's also consider that it's not my mother language, right. So it was an extremely interesting experience. So I had the opportunity to learn on many different threads. So one is the challenge of transferring something that is my daily job knowledge, and the knowledge that has been built across 22 years, that I would use the word dedicate to this topic. Plus, learning the ability to put in words for somebody who is not an expert. One of the limits that I realize I have is that sometimes when you gather so much experience, you can lose the ability to explain and translate it in easy terms. I think that Jeff has experienced the same. I remember the first iteration of our review process, we were asking ourselves, does it make any sense for somebody if it's their first time approaching the topic of accessibility? So it was an interesting learning curve, but it was what made all the project extremely interesting for me. Sacha: Well, you both absolutely smashed it because it's the most meta book possible. For a book on accessibility, it's extremely accessible for someone who knows nothing about it. So you absolutely smashed it out of the park. So well done, both of you. And that is what we're here to talk about. And your new book is called Content for Everyone. And it focuses on the topic of accessibility. So before we dive into some more technical, practical tips and tricks, like why accessibility? What made you want to write a book on this topic? And why is it so important, particularly for the authors and writers listening? Jeff: The whole thing kind of became this big smashing together of my day job in accessibility. But the things that I do on the creative side, so even before the book was kind of a seed in my head to do, I was trying to make sure that my sites, my email, my social media, were as accessible as I could make them. You know, because I'm not technical. Knowing what you need to do and actually being able to do it can be two different things, you know. So, moving through this, and as I talked about content accessibility all the time, it's one of the things I trained UsableNet clients about, is that very topic. It's so in my brain, I can't not see issues almost everywhere I go on the net. No alt text on Facebook, bad color combinations here, things that don't work with keyboard. You know, all these things just keep being in front of me. And I know that nobody sets out to do that. You know, nobody sets out to make inaccessible content that can exclude, potentially, a lot of people. They just don't know what to do. And they don't know what the topic is. So it's like, why don't I try to create something that distills what you can work on, and also to a degree, things to watch out for, because there are things in the book that are--and keyboard navigation is a great example of this, and we'll probably talk about a little bit more about that piece of it later. But you're not going to fix your own keyboard navigation issues, but if you know you have them, you might get a new template or do something to start to mitigate those problems. And so that's kind of where it started. And then one day, as I was talking with Michele, as we do all the time, I was like, I'm gonna write this book. And he was interested, so we decided to kind of tackle it together. Sacha: I love this so much. And like, I think it was such a humbling experience for me to read as well, because my stepfather is disabled, and he uses a wheelchair. And so I have a reasonable amount of knowledge about accessibility in terms of like mobility and physical issues. And so I kind of went into the book thinking, oh, yeah, like, I'm gonna understand. Holy moly, I was so ignorant of digital issues. Like all of the bits and bobs, like on social media. Like just things that I wouldn't even have thought would be an issue. And that's what I love so much about this book is I genuinely feel like every single person listening to this podcast will go away having learned something. So I think it's really important that listeners do go and educate themselves, and buy your book, I read your book, because it's fucking brilliant. So in your book, one of the things that you talk about are the four main types of disability. And I think it'd be helpful for listeners to understand what they are to give some context to the rest of the podcast. And I don't know if you are able just to give some like references to a couple of the numbers, which were really quite significant. And I was quite shocked when I read it and saw some of those stats. You know, and by that, I mean, sort of how many people are affected by disability. So yeah, because this is an important topic. Michele: Yeah, it is. And numbers are shocking. And I think that we can identify four main categories of disabilities, which is mobility. And this is the largest group, so over 13%, almost 14%, of US population as some mobility impairment. So translated into a digital experience, it could be something preventing the user to use emails, or a regular pointing device. The second category is the cognitive disability. And here we are talking about over 10% of the US population. Any cognitive disorder, it could be learning difficulties, dyslexia, and I'm not just talking about very, very bad disabilities, but just simple conditions that are not preventing an individual to conduct a normal life. The third category is the auditory ability. The count is around 6% of the population. And the auditory disability is any form of hearing loss. And last but not least, is the visual disability. Here we are around 5% of the population. So within the visual disability, of course, we include the blind individual categories, but we might have any kind of low vision, color blindness, contrast deficits, and all impairments that are preventing a user to be able to see colors or transfer the content as the mainstream, which is a word I hate and a concept I hate, will experience on this side. There is one more, in my opinion, a shocking number. Beside the fact that with easy math, we are seeing that 20% of the population as a sort of disability. 20% of your audience, your customers potentially have a sort of visibility. But in these 20%, we're not counting all the temporary impairments. So somebody that broke his arm, somebody that is using his mobile phone under the sunlight, and the sun is hitting the screen and he's not able to see as well as he'd be able to see the screen in the dark. We are now also considering that the age of the digital population is increasing year after a year. I always use an example, so my dad is 74. He is active, smart, quick. His expectation is to keep interacting with his mobile phone, for example, as it is right now. Why should he accept that as his sight is becoming a little bit lower, as his precision with the movements might degredate. In the course of the years, he won't be able to use his phone, he won't be able to do what he's doing with his computer. So that becomes a basic expectation. So we need to take that in consideration. So that 20%, actually, is much, much more if we are considering all the, let's call them disability induced by the context of use. Or simply the population getting older. Sacha: I think one of the things that I found enlightening is the term assistive technology and what that captures. Because I think many of us are actually using some of these technologies without even realizing that actually, they are tools that help those people who do have accessibility issues. I know I certainly was like, oh, you know, I was just using this because this is a handy thing. And actually, they're integral to ensure that our content is accessible for everybody. So I wondered if you could talk about what assistive technology is and give some like examples, just to put it into context. Jeff: Yeah, absolutely. It's something that, as you noted, we use it every day and don't even think about it. You and I are wearing assistive technology right now, Sacha, because we're both in glasses. Think about what you would not be able to see if you didn't have your glasses on. Sacha: I really couldn't. Jeff: You know, it'd be a mess. Using speech to text technology, I think we use it all the time. Authors certainly use it a lot to dictate their manuscripts. You know, if you're dictating a text to your phone, and then sending it that way, or interacting with any home assistant, that's part of it. But also for some people who maybe are restricted in the mobility area, they may use speech to text of that kind to literally navigate the web. And that would be what they'd use in place of a mouse is speaking to the computer. The keyboard itself is a big assistive tool for some people, because theoretically, you know, by the rules of accessibility, you should be able to interact with the site completely on your keyboard, without interacting with the mouse at all. So things like that, you know, are some of the high level things. But then each of our computers, if we're on any kind of, you know, modern Mac or Windows machine, or if we're using Android or iOS phones and tablets, all of those have a huge array of accessibility things built right into them. Whether it's a screen reader, Zoom technology, more around voice to text, a whole bunch of things. And I would really encourage people to look in their settings for their computer and their devices just to see the long list of things that are present that people could use to be interacting with their digital content. Sacha: So like what is the consequence of this to authors if they don't engage with making their content accessible? Michele: I think that the easiest to perceive consequence is they may leave out of the door a good portion of a potential audience or potential customers. But besides the numbers, beside the, let's say, business aspect, I like to think about the impact on potential reputation. Michele: The impact on the idea that the audience, the customer, might have on just ignoring categories of people. So we need to, I think that it is time for us to all get sensitized on the fact that we need to build a more inclusive world. I mean, it is everyone's responsibility, it is not Jeff's, it is not Michele's, it is not Sacha's responsibility only. It is not an expert's responsibility only. Everyone can provide a contribution. So, in my opinion, the impact on the reputation is probably getting to be the most prominent one. And this is what my advice is. Jeff: If you think about the whole idea that not doing this excludes people, and of course, I think all of us creatives really want to be about inclusion. We talk in the book, we talked to four different people in the book who have different disabilities, and in some cases, different multiple disabilities. And one of the things that struck me was speaking to one of my fellow authors in the queer romance space. They were trying to interact with courses, you know, there's a whole array of courses available to independent authors for ads, and for marketing here, and marketing there, and writing craft and all these things. And repeatedly, they are not finding courses where like the live courses don't have live captions through whatever venue it is. And certainly Zoom is really good at live captions for any call that you're doing there. But even in the replays, captions or transcripts weren't available. So they either, you know, don't get to interact with the training at all because they're deaf and hard of hearing. I mean, they've got hearing aids, but those only give them about 30 - 40% of the full picture. So they either strain to hear that content, and try to work on it, which of course is taxing and tiring, or they abandon it all together. And they really feel like they're not getting information that other authors get because, you know, they're not included in that experience. Sacha: Yeah, transcripts is a real sticking point for me, because when I first started the podcast, I used to do transcripts for the show. But at moment, I only have school working hours, and you know, each transcript for an episode is a two hour job. You know, when you do four a month, that's a whole lot. That's more than one working day, and I just can't afford the time. But it is something that I provide for courses. And I do try to make sure I do video audio transcript, and you know, all of that stuff. It's very frustrating for me because I would like to have the sort of AI transcription software be more accurate because I can't just transcribe and leave it and put it up because there are things still that don't make sense. It's not accurate enough. And obviously, outsourcing, it's costly. So that's one of the things for me that I know that I could change, and I would really like to change. But obviously, it's a costly exercise one way or the or another. So we know that it's important to make sure our books and websites and social media are accessible to everyone. So what are some easy wins that people could take away from this episode? Anything practical that we could do to make our content more accessible? Jeff: You kind of hit on one of the things there in what you just said around auto generated. Auto generated anything doesn't make it accessible. Auto generated transcripts or captions are just riddled with mistakes. They come close, they're about 95% of the way there, and they're a great point to start the editing process, but they're not complete. And they will leave your audience feeling the same way, like if you just put out a first draft of a book without any copy editing and without any fixes to it. That's also true for alternative text because Facebook and Instagram, for example, will put alt text on anything you upload to it, and it's horrible. It'll be like, "might be one person standing outside with a beard," because they've got a beard on their face. And they'll just kind of tag that on the end. And it'll also try to read any text that's actually in the image. And if you think about those very popular book promo graphics right now with the book in the middle and all the little arrows pointing with like tropes and plot points and stuff. Sacha: I posted one of those today. Jeff: The AI will actually read left to right, trying to read each line of that, including the book title and the bylines, and present that. That's what Facebook offers. So you need to make sure on social that you're cleaning up the alt text that's present there so that it's not just some real garbage that's sitting there. Then another key I would give, knowing how everybody loves to use emojis, really limit the use of them. Like put them at the end to like finish the punctuation on a post or a sentence or something. Don't start with them, because especially for screen readers, each emoji has its own thing that it reads out, that may not be the context that you want it to be. Don't put emojis between the words for the same reason. Also you think about cognitively disabled people and emojis as well. The context and the way you want those to be perceived, if somebody is already having to parse the words you're putting in there because maybe they're dyslexic and they need a very clean line of text, or some other cognitive disability, you're just making it that much harder for them to get the message that you're trying to give because you're trying to add some visual sparkle with the emojis. So I would say that those are my three quick hits on some things that can start to make the content more accessible. Sacha: Yeah, I still remember the first time somebody asked me to put captions on my stories. And as far as I'm aware, they have no accessibility issues, but they used to watch my stories at work, and they couldn't watch them with sound on. I was like, "oh," and I was like, "yeah, sure, I can do that." And then, obviously, there were other comments from other people who were like, "Oh, actually, now I can like watch your story, like watch/read your stories." And like, that was a real eye opener. I just think so much of this is just pure, like, what's the word? Not nefarious, but it is still ignorance. You know, it's just accidental ignorance in a way. But the emojis, I definitely do far too many emojis and I am going to make an effort to make sure they're at the end instead. I definitely start with emojis, I put them in the middle, you don't even think about it. So yeah, now I will be thinking about it going forward. Okay, so you've just mentioned alt text there. But I wondered if you could give me an example of what good alt text is because I do some freelance work managing a blog, and I know that when we have pictures, we're supposed to put alt text on there. I never really know what it is I am supposed to be describing or what I'm supposed to be putting into the alt text sections. So like, how do I know where I'm supposed to use it and when it's not actually needed? And how do I know what a good sentence is to put in there? Michele: Somebody says that finding the right alt text is like an art. And I actually agree with that. There is no magic recipe to define a good alternative text. We always recommend it is important to understand what role an image plays within the context. The context of what? It could be the context of the page, the context of the message we are communicating. So in the case an image is purely decorative, you're just using an image as a sort of placeholder, an extremely nice placeholder, but it's only conveying a decorative meaning, in that case, your alternative tags should be empty. It does not mean that you don't have to put the alt attribute, because if you don't, assistive technology will read the file name of the image, making it very difficult to understand for the final user. But setting the alternative tax as an empty, the assistive technology will know that that image will need to be ignored. So it won't be read. Instead, if the image is conveying a message, an important message, you should describe it with the right message. I mean it was funny for us, not in the context that we found the issue, it was the classic search icon, the magnifier lens, and so the site we were reviewing had, as an alternative text of the magnifier lengths, magnifier length. Instead, there was supposed to be search, because the function of the image was search, it was not magnifying something. So you can just imagine how confusing would have been the experience of a blind user using a screen reader that was hearing that there was an input text field on the page, so maybe that is what I can use to search something, and then magnifier lens. When you experience that, people with disabilities now have a bad website. With very little effort, you can fix it, you can make your site more accessible and more meaningful to everyone. Sacha: Yeah, that's so interesting, because obviously, you derive meaning from seeing the image, but actually, it's the function of the image that's the important bit. I think that's a fantastic bit of learning for everybody to take away. One of the other things you talk about in the book are the four main principles of accessibility on a website. And I think these are things that authors should be aware of. So I wondered if you could just briefly go over them. Michele: Yeah, sure. The web content accessibility guideline, which is the sort of Bible to determine whether a digital property is accessible or not, are four. And actually, those four principles also apply to everyday object accessibility. So the first one is perceivable. It means that any user must be able to perceive the content and the interface of your website. So we just did the example around the alternative text, that falls under the perceivable principle. The second principle is operable. So it requires to provide the ability for all users, independently by their abilities, to operate with user interface. The classic example is, let's consider a motor impairment, and it prevents the user to interact with the mouse. So the site must provide the ability for the user to use just the keyboard to interact and browse the site. The third principle is understandable, which probably is the easiest to understand. So the interface and the content must be understandable to the user. This actually, on some of these success criteria, it becomes extremely interesting because it also covers cultural disabilities. So the use of an easy language and all these aspects are, I think, extremely interesting for authors. And last but not least, is the final principle, which is the robust. It is probably the most technical principle that is included into the guideline, but it is all about respecting the standards, and respecting the core compatibility. One of the things that we always have to remember is that users with disabilities are massively relying on their system. So they are probably not upgrading them 30 seconds after the operative system notifies us that there is an upgrade ready to be installed. They don't do that because the risk of losing the ability to, for example, have the system working as it was working before, it might generate a big problem. Imagine a blind user that relies on his computer or any screen reader to order the food, to book the train ticket, to book a taxi. If after the upgrade, it won't work anymore or won't work as it was working before, considering that learning how to use a screen reader is probably a multiyear experience. Sacha: I find that so interesting. Actually, that's going to make me slightly more empathetic, I think. So with my stepdad, we often help like change bills over and do things like internet swap over, but there's a lot of resistance to like upgrading. And I was like, you need better internet, like you need it. And, you know, I wasn't particularly empathetic about it, but actually I get it now. I get it. Yeah, I can understand because so much is reliant on the existing system. And I'm just like, yeah, well, we can change it and upgrade it and make it better. But actually, when there are so many systems, you know, phone systems and call systems and nurse systems that are based on it, I can understand why there's that resistance and reluctance to change it. And so yeah, thank you for that. Now, I'm not very empathetic person, but I'm going to try very hard now to be better. Yeah, thank you. I've read the book and learned so much and I'm still learning even more. This is a fantastic interview. Thank you, guys. One of the things, speaking of, that I learned was that using color to differentiate isn't always helpful, which blew my mind because I am an extremely visual person, and I actually rely on color to learn. Like when I was studying at university, I would put my psychology studies in certain colors, so that I could close my eyes and picture like my big brainstorm thing, like with all the different colors on it, and then I'd remember the numbers and the words and the authors and things. And so that helps me to categorize and it's how I find books on my bookshelf. And I was ignorant of, obviously, the fact that that's a huge problem for people who are colorblind. So what are some of the things that those of us who are able bodied take for granted that you wish that we would change? Michele: Yeah, relying on color to convey information is probably one of those. Just the color is not enough, you should use something else. Let's do an easy example. So imagine that the style that you have on your website highlights the links only with the color. Let's also make sure the links are underlined, which is the standard, let's say link style, because otherwise, people might not be able to perceive the difference between the link and the plain text. The same when you are providing instructions on how to do something. Recently, I've seen a sign that was suggesting to use the red button. But what if I'm using my interface only on a scale of gray? I will not be able to perceive what is the red button, and I will not be able to distinguish between the other buttons. So again, it is not necessarily a hyper technical aspect, it is the ability to start understanding which are the difficulties. And these are difficulties that you might be able to perceive, not just on the web, but on the everyday life. So this is, I think, one of the nicest thing around accessibility, that when you start learning, and Sacha, you confirmed that before, right? When you start learning it on a field, then you naturally apply it to a number of different fields. And the use of colors is a classic one that you can find on books, guides, instructions, websites, on Facebook post. It is a very popular mistake. Sacha: I think it's so natural for so many of us to, you know, we go through the world with our own rose tinted spectacles on. We go through the world with our own experience. And so often we take that for granted that that's everybody's experience. And it's not. And that's why this is so important because none of us are perfect. We all have things to learn. And I think as long as we are open to being humble, and to putting our hands up and say, "Actually, yeah, I had no idea. I'm going to change that now." I think that's one of the magical things about your book is that you say throughout it that nobody's expecting you to do everything in this book immediately. You can do one little thing this month, another thing next month, you know. And I think that's what's so encouraging because I actually left the book very motivated to try and fix some of these things. Jeff: The thing to remember, and you kind of touched on it there, that we tell you, you don't have to do everything, but it's also a mindset of progress over perfection. It's one of the big things talked about among all the advocates in this space, because you can't do everything all at once. And especially for who we're talking to here, which is really creative entrepreneurs, probably little to no technical experience, working with little to no budget, you know, maybe if they're lucky, a PA who helps with this stuff. But to know you can choose to do nothing on your existing content and always do better going forward, those little things add up. You don't want this to feel like a crushing like, oh god, now I've got two thousand other things to go do. Baby steps, parse out what you're gonna do, what you think the most important thing is, and just do something. Yeah. Sacha: And like, speaking of doing something, I think one of the things that authors spend a lot of their marketing time on is social media. So what are some of the things that we can do to be more inclusive and accessible on social media? Jeff: Really think about that emoji use. I mean, I will tie back to that, because emojis is one of the places that I think most people, if they're going to abuse emojis, it's abuse on social. Put them at the end of the post, don't bury them in the middle of it, so that your message comes through. And that's really what I look at in every instance when I'm thinking about social. It's let's make sure the message you're giving actually comes through. Instagram stories and TikTok, when you can add your own text to those, make sure you're using text that's actually big enough to read. Those stories, you can't pinch and zoom and do all that stuff. And there's so many Instagrams, people type these big, long missives on their Instagram stories, and it's really teeny, tiny text, and I'm like, I have no idea. And if I am not reading it with my glasses on, it's like, yeah, you're gonna lower your interaction with that. Make it bigger text, more screens, whatever that takes to get that across. The same thing when you're doing caption fonts, like I love your caption fonts when you're doing your stories. It's good, big text. I think I could read that with my glasses off, perhaps, which is great. Think about how you're using images and what you're doing with them. Images of text are used a lot, and you know, they're catchy, like those graphics we talked about with all the arrows pointing to the books. But make sure that that message is coming out into the post itself. Because, you know, we talked about using alt text, which is great, but there are people with low vision, who aren't going to use the screen reader to get to the alt text. So for that book example, all of those little pop points that are running around the outside of the book, make that part of the post in a sentence format. You know, "this book features these things," so that it's equivalent information presented. That comes back to the perceivable principle that Michele mentioned. Different people perceive in different ways, so make sure the content is available in all those different perceivable ways. Sacha: So I got halfway there with that trope's post because I put the tropes in the caption, but then I put a tick emoji by each one. I was so close. Michele: You need to read the book again. Sacha: Clearly, I do. Okay, last sort of major question then. Talk to me about font. You've mentioned font, about having it large in captions, but also there are things that we should know about choosing font for our websites or for our books or social media where possible. Jeff: I would say this is less about books and book covers because that's going to the brand and the feel of the book, and that kind of thing. And the book cover itself is really art. And yes, there are certain things you could do, but you don't want to like take away from the feel of your cover for that. When you're promoting the book, you want the text around that art to be properly accessible and stuff. You can't really adjust the font on aspects of social. You've got some font choices on stories and areas like that. But if you're gonna look at font families, for example, like Tahoma, Times New Roman, Verdana, and to a large degree, Arial, Calibri, Helvetica, those are generally well accessible fonts because the things that you're looking for are easily distinguishable letters. So a font where a lowercase L and an uppercase I and the numeral one, don't all look the same. Because then you're gonna start having people having difficulty parsing the letters if they're visually interacting with them. And then, of course, it's a good font size. So you know, well 14 size font on websites and in emails and stuff. Think about are you using on your emails, for example, a mobile friendly template so that somebody doesn't have to pinch and zoom even if you're using a big font, because it's not reformatting in the mobile window well. And if you're doing tiny text, don't go too tiny. Even if you're doing like rules for something, somebody's trying to read that. So you know, be considered about that as well. Very thin fonts, things with big flourishes in them, be wary of those. Those will be much harder for people with cognitive disabilities, potentially, to parse and low vision to parse out what those are. Coming back to like images of text and that promo graphic, if you do have swirly stuff in there because it's part of the brand feel of the book, just make sure you're getting that message in the post and in the alt text so that it's all considerable. Two other things I'll throw out about fonts, and one of these ties back to color, is color contrast. So beyond the use of color that Michele mentioned, think about the color contrast and the ability to discern what's in the background versus the foreground. So if you're thinking about text, does the text pop enough off of the background color to be readable. And I'll send you for the show notes a link to a color contrast checker that's available, you just put in the hex codes for your foreground and your background, and it's gonna tell you if it passes color contrast. It nice little sliders on it so you can darken and lighten text to find the right balance to ensure that those visually interacting can see and discern the color appropriately and not have to like work too hard on it. The last thing I'll mention around text is the alignment of the text. Centering text, especially large blocks of text, we're not talking like headlines, but large chunks of text, very cognitively draining to read because your eye is always have to find where the start of the line is. Same thing with justification because there's inconsistent spacing between words. Left justify it so that I can follow, you know, not so much with the indents because indentations are expected, but you know, start left align copy so that it's just a straight line. It makes for the easiest readability. Sacha: Yeah, do you know I've always hated center justified text and I've never really know known why. And it is actually exhausting to read it. Yeah, that's so interesting. Thank you both so, so much because I think this is a really, really important topic. And I hope that listeners, even if they're only got to go and do one thing, please do go and take one action after listening to this podcast. Well, two actions. One, read the book, and then two, take a take a practical action. But this is The Rebel Author Podcast, so tell everyone about a time you unleashed your inner rebel. And I don't mind who goes first. Jeff: I will say that I prepared better this time than the first time that we did this because I know Will I found this question to be like, oh my god, what is this even mean? I have one for this though. And I challenge everybody after they read the book to start doing this kind of same thing. And it's gently educating people about accessibility. As you learn it, pass it on. Like, even before I wrote the book, every now and then I would talk to an author colleague, a podcaster colleague, about newsletters or things that I saw that just very clearly popped out to me because of this work that I do. Like maybe think about doing this thing different than this thing, to spread the word. And I'm even more kind of out there with it now. Whether it's a colleague, or a business that I that I work with. You know, I use maybe widgets and plugins on my websites to get to make certain things happen. I'll either go look for new ones, or be like, hey, this is bad, can you do something about this place? It's all about gently. It's not about aggressively coming out of the gate and be like, oh, my God, why aren't you doing this. It's like, you may not know this, but XYZ. And that way, accessibility becomes something that we all start to think about a little more. So it's a little rebellion and it takes a little courage to just know you're gonna go reach out to somebody go, can I just give you some unsolicited advice about this? But it's all about trying to make everything more inclusive. Sacha: Yeah, absolutely. Exactly. And the more welcoming we can be, the better our community becomes, and the more, what's the word, the more appreciated our readers feel. So I love that rebellion. Michele, what about you? You've got to have a rebellion, too. Michele: I do, I do. It might be considered close to Jeff's one, but the message I want to convey is that we live in a world that relies on accessory to use something that has been just purely designed. And we need to stop. The concept of an assistive technology, or even worse, an alternative, it needs to stop. So the fact that the product that you are designing, often we see the main actor as the designer, not the user, is what causes the majority of the accessibility issues. So we need to invest something that is not necessarily related to the technology only, but in the way we speak. And I include myself, I mean, this is a message that I send to myself as well. So to be more inclusive, but in a way that we think we will learn, which could be all the difficulties, all the possible different abilities of our audience, and we try to be more inclusive, but in a way that we don't just consider that if he's not able to use my website, for sure, she will have an accessory that will make her able to. Well, it's not always like that. We can design better, we can write better, we can produce better products to be available for a wider audience. Sacha: Yeah, I love that. And I think the best marketers who are authors keep the end user being the reader at the fore of their design of their books and their marketing campaigns. And you know, they're the ones who are the most effective at this. And so I think that's an amazing rebellion. Okay, tell everyone where they can find out more about you, your book, and anything else you would like to add? Jeff: Absolutely. So you can find all about Content for Everyone at contentforeveryone.info. Information where you can get the book, we're also going to be putting up routine blog posts there to talk about examples that we've seen, news that would be of interest to creatives. So we'll start to have you know that be kind of an ongoing resource to help share even more around the book. And Content for Everyone is available everywhere, eBook, paperback, large print paperback and audiobook. And you should find that anywhere you want to pick up a book, or pick up an audio, it should be there. Sacha: Are you narrating? Jeff: I am actually, yes. Sacha: I love it. I love it. Jeff: If you want more about me, JeffAdamsWrites.com for the fiction, and BigGayFictionPodcast.com for the podcast. Sacha: Excellent. Thank you very much. Okay, well, thank you so much for your time today, and of course a gigantic thank you to all of the show's listeners and all of the show's patrons. If you'd like to get early access to all of the episodes, you can do so by visiting patreon.com/sachablack. I'm Sacha Black, you are listening to Jeff Adams and Michele Lucchini, and this was The Rebel Author Podcast. Next week I am joined by one of my fav humans, Ines Johnson, and we are going to be talking about business, processes, efficiency, and basically how she is a fucking badass author. So join me next week for that. Don't forget to tune in and subscribe on your podcatcher. And when you have a moment, please leave a review.
Mental health, siblings, The Bear, and some apps you absolutely have to check out. Sponsor ZocDoc lets you choose a doctor using real patient ratings, and book appointments (live or telehealth) in minutes. No more waiting on hold. Take your healthcare seriously and visit zocdoc.com/OVERTIRED. SimpliSafe has everything you need to keep your home safe — from entry and motion sensors to indoor and outdoor cameras. Visit simplisafe.com/overtired and claim a free indoor security camera plus 20% off with Interactive Monitoring. TextExpander: The tool your hosts wouldn't want to live without. Save time typing on Mac, Windows, iOS, and the web. Overtired listeners can save 20% on their first year by visiting TextExpander.com. Show Links Medisafe The Bear (Jeff just finished last night!) Sandman Hazel FastScripts Name Mangler Join the Conversation Come chat on Discord! Twitter/ovrtrd Instagram/ovrtrd Youtube Get the Newsletter Thanks! You're downloading today's show from CacheFly's network BackBeat Media Podcast Network Check out more episodes at overtiredpod.com and subscribe on Apple Podcasts, Spotify, or your favorite podcast app. Find Brett as @ttscoff, Christina as @film_girl, Jeff as @jsguntzel, and follow Overtired at @ovrtrd on Twitter. Transcript # Barely There [00:00:00] **Jeff:** Hello everybody. This is Overtired. I'm one of your hosts, Jeff severances. Gunzel and I just got outta my prepo shower. And I'm here with Christina Warren and Brett Terpstra. Hello, friends [00:00:19] **Brett:** I have always said that cleanliness is next to podcast or [00:00:23] nurse. [00:00:24] **Jeff:** podcast. [00:00:26] **Brett:** Yes. [00:00:26] **Jeff:** Hi, [00:00:28] **Brett:** Hi [00:00:28] **Christina:** Hello? [00:00:31] **Jeff:** wait, Christina, why don't you tell us [00:00:32] where you are because people [00:00:34] can't see, but I can tell you're not where you would be [00:00:36] normally [00:00:37] **Christina:** yeah. I'm not where I would be normally. So I'm in Atlanta. I'm at my parents house. My mom's birthday is today actually, as we're recording this, so happy, 75th happy 75th birthday mom. Um, very, very, uh, happy to be here with her. So I [00:00:51] am in, um, the, uh, the bedroom that I stay in when I'm at their house. So I'm basically like in a nice, like, it'd be like, like a nice Airbnb[00:01:00] [00:01:00] **Jeff:** Mm-hmm nice. [00:01:01] **Brett:** you are 10 years younger than me, but your parents are the same age as my parents. Did [00:01:06] they have you really late? [00:01:08] **Christina:** Yes. [00:01:09] **Brett:** Is your sister older? [00:01:11] **Christina:** Yes. [00:01:12] **Brett:** Okay. So you're, are you the youngest [00:01:14] **Christina:** I'm the baby. I'm the baby. And she's older. And then my [00:01:17] parents were, frankly, they were older. [00:01:18] when they had my sister, [00:01:20] so [00:01:20] **Brett:** I mean, my parents were older when they had me. So [00:01:22] your parents I, I can't do math, [00:01:25] **Christina:** yeah. [00:01:26] **Brett:** that's, that's, pretty advanced. [00:01:28] **Christina:** Yeah. [00:01:29] **Brett:** All right. [00:01:30] **Jeff:** Yeah, well, my parents were 24 and it did not work out. something to be said for waiting a bit. [00:01:41] **Brett:** uh, yeah. [00:01:44] **Jeff:** here [00:01:44] **Brett:** I'm the oldest, but my sister's only six years younger than me. [00:01:48] **Jeff:** Hmm. Are you, so none of you have [00:01:50] steps or anything like that. You're [00:01:52] dealing with the, uh, the, original set. [00:01:54] **Brett:** I [00:01:54] **Christina:** Aboriginal said OG OG, OG rents, [00:01:57] **Jeff:** Yep. I just had an [00:02:00] amazing step kid experience where, so my mom was married twice and the second marriage was when I was like, end of junior high, beginning of high school. Um, and I had a stepbrother and a step sister at that time.
About JeffJeff Smith has been in the technology industry for over 20 years, oscillating between management and individual contributor. Jeff currently serves as the Director of Production Operations for Basis Technologies (formerly Centro), an advertising software company headquartered in Chicago, Illinois. Before that he served as the Manager of Site Reliability Engineering at Grubhub.Jeff is passionate about DevOps transformations in organizations large and small, with a particular interest in the psychological aspects of problems in companies. He lives in Chicago with his wife Stephanie and their two kids Ella and Xander.Jeff is also the author of Operations Anti-Patterns, DevOps Solutions with Manning publishing. (https://www.manning.com/books/operations-anti-patterns-devops-solutions) Links Referenced: Basis Technologies: https://basis.net/ Operations Anti-Patterns: https://attainabledevops.com/book Personal Site: https://attainabledevops.com LinkedIn: https://www.linkedin.com/in/jeffery-smith-devops/ Twitter: https://twitter.com/DarkAndNerdy Medium: https://medium.com/@jefferysmith duckbillgroup.com: https://duckbillgroup.com TranscriptAnnouncer: Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at The Duckbill Group, Corey Quinn. This weekly show features conversations with people doing interesting work in the world of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles for which Corey refuses to apologize. This is Screaming in the Cloud.Corey: This episode is sponsored by our friends at Fortinet. Fortinet's partnership with AWS is a better-together combination that ensures your workloads on AWS are protected by best-in-class security solutions powered by comprehensive threat intelligence and more than 20 years of cybersecurity experience. Integrations with key AWS services simplify security management, ensure full visibility across environments, and provide broad protection across your workloads and applications. Visit them at AWS re:Inforce to see the latest trends in cybersecurity on July 25-26 at the Boston Convention Center. Just go over to the Fortinet booth and tell them Corey Quinn sent you and watch for the flinch. My thanks again to my friends at Fortinet.Corey: Let's face it, on-call firefighting at 2am is stressful! So there's good news and there's bad news. The bad news is that you probably can't prevent incidents from happening, but the good news is that incident.io makes incidents less stressful and a lot more valuable. incident.io is a Slack-native incident management platform that allows you to automate incident processes, focus on fixing the issues and learn from incident insights to improve site reliability and fix your vulnerabilities. Try incident.io, recover faster and sleep more.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn. One of the fun things about doing this show for long enough is that you eventually get to catch up with people and follow up on previous conversations that you've had. Many years ago—which sounds like I'm being sarcastic, but is increasingly actually true—Jeff Smith was on the show talking about a book that was about to release. Well, time has passed and things have changed. And Jeff Smith is back once again. He's the Director of Product Operations at Basis Technologies, and the author of DevOps Anti-Patterns? Or what was the actual title of the book it was—Jeff: Operations Anti-Patterns.Corey: I got hung up in the anti-patterns part because it's amazing. I love the title.Jeff: Yeah, Operations Anti-Patterns, DevOps Solutions.Corey: Got you. Usually in my experience, alway been operations anti-patterns, and here I am to make them worse, probably by doing something like using DNS as a database or some godforsaken thing. But you were talking about the book aspirationally a few years ago, and now it's published and it has been sent out to the world. And it went well enough that they translated it to Japanese, I believe, and it has seen significant uptick. What was your experience of it? How did it go?Jeff: You know, it was a great experience. This is definitely the first book that I've written. And the Manning process was extremely smooth. You know, they sort of hold your hand through the entire process. But even after launch, just getting feedback from readers and hearing how it resonated with folks was extremely powerful.I was surprised to find out that they turned it into an audiobook as well. So, everyone reaches out and says, “Did you read the audiobook? I was going to buy it, but I wasn't sure.” I was like, “No, unfortunately, I don't read it.” But you know, still cool to have it out there.Corey: My theory has been for a while now that no one wants to actually write a book; they want to have written a book. Now that you're on the other side, how accurate is that? Are you in a position of, “Wow, sure glad that's done?” Or are you, “That was fun. Let's do it again because I like being sad all the time.” I mean, you do work Kubernetes for God's sake. I mean, there's a bit of masochism inherent to all of us in this space.Jeff: Yeah. Kubernetes makes me cry a little bit more than the writing process. But it's one of the things when you look back on it, you're like, “Wow, that was fun,” but not in the heat of the moment, right? So, I totally agree with the sentiment that people want to have written a book but not actually gone through the process. And that's evident by the fact that how many people try to start a book on their own without a publisher behind them, and they end up writing it for 15 years. The process is pretty grueling. The feedback is intense at first, but you start to get into a groove and you—I could see, you know, in a little while wanting to write another book. So, I can see the appeal.Corey: And the last time you were on the show, I didn't really bother to go in a particular topical direction because, what's the point? It didn't really seem like it was a top-of-mind issue to really bring up because what's it matter; it's a small percentage of the workforce. Now I feel like talking about remote work is suddenly taking on a bit of a different sheen than it was before the dark times arrived. Where do you land on the broad spectrum of opinions around the idea of remote work, given that you have specialized in anti-patterns, and well, as sarcastic as I am, I tend to look at almost every place I've ever worked is expressing different anti-patterns from time to time. So, where do you land on the topic?Jeff: So, it's funny, I started as a staunch office supporter, right? I like being in the office. I like collaborating in person; I thought we were way more productive. Since the pandemic, all of us are forced into remote work, I've hired almost half of my team now as remote. And I am somewhat of a convert, but I'm not on the bandwagon of remote work is just as good or is better as in person work.I've firmly landed in the camp of remote work is good. It's got its shortcomings, but it's worth the trade off. And I think acknowledging what those trade-offs are important to keeping the team afloat. We just recently had a conversation with the team where we were discussing, like, you know, there's definitely been a drop in productivity over the past six months to a year. And in that conversation, a lot of the things that came up were things that are different remote that were better in person, right, Slack etiquette—which is something, you know, I could talk a little bit about as well—but, you know, Slack etiquette in terms of getting feedback quickly, just the sort of camaraderie and the lack of building that camaraderie with new team members as they come on board and not having those rituals to replace the in-person rituals. But through all that, oddly enough, no one suggested going back into the office. [laugh].Corey: For some strange reason, yeah. I need to be careful what I say here, I want to disclaim the position that I'm in. There is a power imbalance and nothing I say is going to be able to necessarily address that because I own the company and if my team members are listening to this, they're going to read a lot into what I say that I might not necessarily intend. But The Duckbill Group, since its founding, has been a fully distributed company. My business partner lives in a different state than I do so there's never been the crappy version of remote, which is, well, we're all going to be in the same city, except for Theodore. Theodore is going to be timezones away and then wonder why he doesn't get to participate in some of the conversations where the real decisions get made.Like that's crappy. I don't like that striated approach to things. We don't have many people who are co-located in any real sense, nor have we for the majority of the company's life. But there are times when I am able to work on a project in a room with one of my colleagues, and things go a lot more smoothly. As much as we want to pretend that video is the same, it quite simply isn't.It is a somewhat poor substitute for the very high bandwidth of a face-to-face interaction. And yes, I understand this is also a somewhat neurotypical perspective, let's be clear with that as well, and it's not for everyone. But I think that for the base case, a lot of the remote work advocates are not being fully, I guess, honest with themselves about some of the shortcomings remote has. That is where I've mostly landed on this. Does that generally land with where you are?Jeff: Yeah, that's exactly where I'm at. I completely agree. And when we take work out of the equation, I think the shortcomings lay themselves bare, right? Like I was having a conversation with a friend and we were like, well, if you had a major breakup, right, I would never be like, “Oh, man. Grab a beer and hop on Zoom,” right? [laugh]. “Let's talk it out.”No, you're like, hey, let's get in person and let's talk, right? We can do all of that conversation over Zoom, but the magic of being in person and having that personal connection, you know, can't be replaced. So, you know, if it's not going to work, commiserating over beers, right? I can't imagine it's going to work, diagramming some complex workflows and trying to come to an answer or a solution on that. So again, not to say that, you know, remote work is not valuable, it's just different.And I think organizations are really going to have to figure out, like, okay, if I want to entice people back into the office, what are the things that I need to do to make this realistic? We've opened the floodgates on remote hiring, right, so now it's like, okay, everyone's janky office setup needs to get fixed, right? So, I can't have a scenario where it's like, “Oh, just point your laptop at the whiteboard, right?” [laugh]. Like that can't exist, we have to have office spaces that are first-class citizens for our remote counterparts as well.Corey: Right because otherwise, the alternative is, “Great, I expect you to take the home that you pay for and turn it into an area fit for office use. Of course, we're not going to compensate you for that, despite the fact that, let's be realistic, rent is often larger than the AWS bill.” Which I know, gasp, I'm as shocked as anyone affected by that, but it's true. “But oh, you want to work from home? Great. That just means you can work more hours.”I am not of the school of thought where I consider time in the office to be an indicator of anything meaningful. I care if the work gets done and at small-scale, this works. Let me also be clear, we're an 11-person company. A lot of what I'm talking about simply will not scale to companies that are orders of magnitude larger than this. And from where I sit, that's okay. It doesn't need to.Jeff: Right. And I think a lot of the things that you talk about will scale, right? Because in most scenarios, you're not scaling it organizationally so much as you are with a handful of teams, right? Because when I think about all the different teams I interact with, I never really interact with the organization as a whole, I interact with my little neighborhood in the organization. So, it is definitely something that scales.But again, when it comes to companies, like, enticing people back into the office, now that I'm talking about working from home five days a week, I've invested in my home setup. I've got the monitor I want, I've got the chair that I want, I've got the mouse and keyboard that I want. So, you're going to bring me back to the office so I can have some standard Dell keyboard and mouse with some janky, you know—maybe—21-inch monitor or something like that, right? Like, you really have to decide, like, okay, we're going to make the office a destination, we're going to make it where people want to go there where it's not just even about the collaboration aspect, but people can still work and be effective.And on top of that, I think how we look at what the office delivers is going to change, right? Because now when I go to the office now, I do very little work. It's connections, right? It's like, you know, “Oh, I haven't seen you in forever. Let's catch up.” And a lot of that stuff is valuable. You know, there's these hallway conversations that exist that just weren't happening previously because how do I accidentally bump into you on Slack? [laugh]. Right, it has to be much more it of a—Corey: Right. It takes some contrivance to wind up making that happen. I remember back in the days of working in offices, I remember here in San Francisco where we had unlimited sick time and unlimited PTO, I would often fake a sick day, but just stay home and get work done. Because I knew if I was in the office, I'd be constantly subjected to drive-bys the entire time of just drive-by requests, people stopping by to ask, “Oh, can you just help me with this one thing,” that completely derails my train of thought. Then at the end of the day, they'd tell me, “You seem distractible and you didn't get a lot of work done.”It's, “Well, no kidding. Of course not. Are you surprised?” And one of the nice things about starting your own company—because there are a lot of downsides, let me be very clear—one of the nice things is you get to decide how you want to work. And that was a study in, first, amazement, and then frustration.It was, “All right, I just landed a big customer. I'm off to the races and going to take this seriously for a good six to twelve months. Great sky's the limit, I'm going to do up my home office.” And then you see how little money it takes to have a nice chair, a good standing desk, a monitor that makes sense and you remember fighting tooth-and-nail for nothing that even approached this quality at companies and they acted like it was going to cost them 20-grand. And here, it's two grand at most, when I decorated this place the first time.And it was… “What the hell?” Like, it feels like the scales fall away from your eyes, and you start seeing things that you didn't realize were a thing. Now I worry that five years in, there's no way in the world I'm ever fit to be an employee again, so this is probably the last job I'll ever have. Just because I've basically made myself completely unemployable across six different axes.Jeff: [laugh]. And I think one of the things when it comes to, like, furniture, keyboard, stuff like that, I feel like part of it was just, like, this sort of enforced conformity, right, that the office provided us the ability to do. We can make sure everyone's got the same monitor, the same keyboard that way, when it breaks, we can replace it easily. In a lot of organizations that I've been in, you know, that sort of like, you know, even if it was the same amount or ordering a custom keyboard was a big exception process, right? Like, “Oh, we've got to do a whole thing.” And it's just like, “Well, it doesn't have to be that complicated.”And like you said, it doesn't cost much to allow someone to get the tools that they want and prefer and they're going to be more productive with. But to your point really quickly about work in the office, until the pandemic, I personally didn't recognize how difficult it actually was to get work done in the office. I don't think I appreciated it. And now that I'm remote, I'm like, wow, it is so much easier for me to close this door, put my headphones on, mute Slack and go heads down. You know, the only drive-by I've got is my wife wondering if I want to go for a walk, and that's usually a text message that I can ignore and come back to later.Corey: The thing that just continues to be strange for me and breaks in some of the weirdest ways has just been the growing awareness of how much of office life is unnecessary and ridiculous. When you're in the office every day, you have to find a way to make it work and be productive and you have this passive-aggressive story of this open office, it's for collaboration purposes. Yeah, I can definitively say that is not true. I had a boss who once told me that there was such benefits to working in an open plan office that if magically it were less expensive to give people individual offices, he would spare the extra expense for open plan. That was the day I learned he would lie to me while looking me in the eye. Because of course you wouldn't.And it's for collaboration. Yeah, it means two loud people—often me—are collaborating and everyone else wears noise-canceling headphones trying desperately to get work done, coming in early, hours before everyone else to get things done before people show up and distracted me. What the hell kind of day-to-day work environment is that?Jeff: What's interesting about that, though, is those same distractions are the things that get cited as being missed from the perspective of the person doing the distracting. So, everyone universally hates that sort of drive-by distractions, but everyone sort of universally misses the ability to say like, “Hey, can I just pull on your ear for a second and get your feedback on this?” Or, “Can we just walk through this really quickly?” That's the thing that people miss, and I don't think that they ever connect it to the idea that if you're not the interruptee, you're the interruptor, [laugh] and what that might do to someone else's productivity. So, you would think something like Slack would help with that, but in reality, what ends up happening is if you don't have proper Slack etiquette, there's a lot of signals that go out that get misconstrued, misinterpreted, internalized, and then it ends up impacting morale.Corey: And that's the most painful part of a lot of that too. Is that yeah, I want to go ahead and spend some time doing some nonsense—as one does; imagine that—and I know that if I'm going to go into an office or meet up with my colleagues, okay, that afternoon or that day, yeah, I'm planning that I'm probably not going to get a whole lot of deep coding done. Okay, great. But when that becomes 40 hours a week, well, that's a challenge. I feel like being full remote doesn't work out, but also being in the office 40 hours a week also feels a little sadistic, more than almost anything else.I don't know what the future looks like and I am privileged enough that I don't have to because we have been full remote the entire time. But what we don't spend on office space we spend on plane tickets back and forth so people can have meetings. In the before times, we were very good about that. Now it's, we're hesitant to do it just because it's we don't want people traveling before the feel that it's safe to do so. We've also learned, for example, when dealing with our clients, that we can get an awful lot done without being on site with them and be extraordinarily effective.It was always weird have traveled to some faraway city to meet with the client, and then you're on a Zoom call from their office with the rest of the team. It's… I could have done this from my living room.Jeff: Yeah. I find those sorts of hybrid meetings are often worse than if we were all just remote, right? It's just so much easier because now it's like, all right, three of us are going to crowd around one person's laptop, and then all of the things that we want to do to take advantage of being in person are excluding the people that are remote, so you got to do this careful dance. The way we've been sort of tackling it so far—and we're still experimenting—is we're not requiring anyone to come back into the office, but some people find it useful to go to the office as a change of scenery, to sort of, like break things up from their typical routine, and they like the break and the change. But it's something that they do sort of ad hoc.So, we've got a small group that meets, like, every Thursday, just as a day to sort of go into the office and switch things up. I think the idea of saying everyone has to come into the office two or three days a week is probably broken when there's no purpose behind it. So, my wife technically should go into the office twice a week, but her entire team is in Europe. [laugh]. So, what point does that make other than I am a body in a chair? So, I think companies are going to have to get flexible with this sort of hybrid environment.But then it makes you wonder, like, is it worth the office space and how many people are actually taking advantage of it when it's not mandated? We find that our office time centers around some event, right? And that event might be someone in town that's typically remote. That might be a particular project that we're working on where we want to get ideas and collaborate and have a workshop. But the idea of just, like, you know, we're going to systematically require people to be in the office x many days, I don't see that in our future.Corey: No, and I hope you're right. But it also feels like a lot of folks are also doing some weird things around the idea of remote such as, “Oh, we're full remote but we're going to pay you based upon where you happen to be sitting geographically.” And we find that the way that we've done this—and again, I'm not saying there's a right answer for everyone—but we wind up paying what the value of the work is for us. In many cases, that means that we would be hard-pressed to hire someone in the Bay Area, for example. On the other hand, it means that when we hire people who are in places with relatively low cost of living, they feel like they've just hit the lottery, on some level.And yeah, some of them, I guess it does sort of cause a weird imbalance if you're a large Amazon-scale company where you want to start not disrupting local economies. We're not hiring that many people, I promise. So, there's this idea of figuring out how that works out. And then where does the headquarters live? And well, what state laws do we wind up following on what we're doing? Just seems odd.Jeff: Yeah. So, you know, one thing I wanted to comment on that you'd mentioned earlier, too, was the weird things that people are doing, and organizations are doing with this, sort of, remote work thing, especially the geographic base pay. And you know, a lot of it is, how can we manipulate the situation to better us in a way that sounds good on paper, right? So, it sounds perfectly reasonable. Like, oh, you live in New York, I'm going to pay you in New York rates, right?But, like, you live in Des Moines, so I'm going to pay you Des Moines rates. And on the surface, when you just go you're like, oh, yeah, that makes sense, but then you think about it, you're like, “Wait, why does that matter?” Right? And then, like, how do I, as a manager, you know, level that across my employees, right? It's like, “Oh, so and so is getting paid 30 grand less. Oh, but they live in a cheaper area, right?” I don't know what your personal situation is, and how much that actually resonates or matters.Corey: Does the value that they provide to your company materially change based upon where they happen to be sitting that week?Jeff: Right, exactly. But it's a good story that you can tell, it sounds fair at first examination. But then when you start to scratch the surface, you're like, “Wait a second, this is BS.” So, that's one thing.Corey: It's like tipping on some level. If you can't afford the tip, you can't afford to eat out. Same story here. If you can't afford to compensate people the value that they're worth, you can't afford to employ people. And figure that out before you wind up disappointing people and possibly becoming today's Twitter main character.Jeff: Right. And then the state law thing is interesting. You know, when you see states like California adopting laws similar to, like, GDPR. And it's like, do you have to start planning for the most stringent possibility across every hire just to be safe and to avoid having to have this sort of patchwork of rules and policies based on where someone lives? You might say like, “Okay, Delaware has the most stringent employer law, so we're going to apply Delaware's laws across the board.” So, it'll be interesting to see how that sort of plays out in the long run. Luckily, that's not a problem I have to solve, but it'll be interesting to see how it shakes out.Corey: It is something we had to solve. We have an HR consultancy that helps out with a lot of these things, but the short answer is that we make sure that we obey with local laws, but the way that we operate is as if everyone were a San Francisco employee because that is—so far—the locale that, one, I live here, but also of every jurisdiction we've looked at in the United States, it tends to have the most advantageous to the employee restrictions and requirements. Like one thing we do is kind of ridiculous—and we have to do for me and one other person, but almost no one else, but we do it for everyone—is we have to provide stipends every month for electricity, for cellphone usage, for internet. They have to be broken out for each one of those categories, so we do 20 bucks a month for each of those. It adds up to 100 bucks, as I recall, and we call it good. And employees say, “Okay. Do we just send you receipts? Please don't.”I don't want to look at your cell phone bill. It's not my business. I don't want to know. We're doing this to comply with the law. I mean, if it were up to me, it would be this is ridiculous. Can we just give everyone $100 a month raise and call it good? Nope. The forms must be obeyed. So, all right.We do the same thing with PTO accrual. If you've acquired time off and you leave the company, we pay it out. Not every state requires that. But paying for cell phone access and internet access as well, is something Amazon is currently facing a class action about because they didn't do that for a number of their California employees. And even talking to Amazonians, like, “Well, they did, but you had to jump through a bunch of hoops.”We have the apparatus administratively to handle that in a way that employees don't. Why on earth would we make them do it unless we didn't want to pay them? Oh, I think I figured out this sneaky, sneaky plan. I'm not here to build a business by exploiting people. If that's the only way to succeed, and the business doesn't deserve to exist. That's my hot take of the day on that topic.Jeff: No, I totally agree. And what's interesting is these insidious costs that sneak up that employees tend to discount, like, one thing I always talk about with my team is all that time you're thinking about a problem at work, right, like when you're in the shower, when you're at dinner, when you're talking it over with your spouse, right? That's work. That's work. And it's work that you're doing on your time.But we don't account for it that way because we're not typing; we're not writing code. But, like, think about how much more effective as people, as employees, we would be if we had time dedicated to just sit and think, right? If I could just sit and think about a problem without needing to type but just critically think about it. But then it's like, well, what does that look like in the office, right? If I'm just sitting there in my chair like this, it doesn't look like I'm doing anything.But that's so important to be able to, like, break down and digest some of the complex problems that we're dealing with. And we just sort of write it off, right? So, I'm like, you know, you got to think about how that bleeds into your personal time and take that into account. So yeah, maybe you leave three hours early today, but I guarantee you, you're going to spend three hours throughout the week thinking about work. It's the same thing with these cellphone costs that you're talking about, right? “Oh, I've got a cell phone anyways; I've got internet anyways.” But still, that's something that you're contributing to the business that they're not on the hook for, so it seems fair that you get compensated for that.Corey: I just think about that stuff all the time from that perspective, and now that I you know, own the place, it's one of those which pocket of mine does it come out of? But I hold myself to a far higher standard about that stuff than I do the staff, where it's, for example, I could theoretically justify paying my internet bill here because we have business-class internet and an insane WiFi system because of all of the ridiculous video production I do. Now. It's like, like, if anyone else on the team was doing this, yes, I will insist we pay it, but for me, it just it feels a little close to the edge. So, it's one of those areas where I'm very conservative around things like that.The thing that also continues to just vex me, on some level, is this idea that time in a seat is somehow considered work. I'll never forget one of the last jobs I had before I started this place. My boss walked past me and saw that I was on Reddit. And, “Is that really the best use of your time right now?” May I use the bathroom when I'm done with this, sir?Yeah, of course it is. It sounds ridiculous, but one of the most valuable things I can do for The Duckbill Group now is go on the internet and start shit posting on Twitter, which sounds ridiculous, but it's also true. There's a brand awareness story there, on some level. And that's just wild to me. It's weird, we start treating people like adults, they start behaving that way. And if you start micromanaging them, they live up or down to the expectations you tend to hold. I'm a big believer in if I have to micromanage someone, I should just do the job myself.Jeff: Yeah. The Reddit story makes me think of, like, how few organizations have systematic ways of getting vital information. So, the first thing I think about is, like, security and security vulnerabilities, right? So, how does Basis Technologies, as an organization, know about these things? Right now, it's like, well, my team knows because we're plugged into Reddit and Twitter, right, but if we were gone Basis, right, may not necessarily get that information.So, that's something we're trying to correct, but it just sort of highlights the importance of freedom for these employees, right? Because yeah, I'm on Reddit, but I'm on /r/sysadmin. I'm on /r/AWS, right, I'm on /r/Atlassian. Now I'm finding out about this zero-day vulnerability and it's like, “Oh, guys, we got to act. I just heard about this thing.” And people are like, “Oh, where did this come from?” And it's like it came from my network, right? And my network—Corey: Mm-hm.Jeff: Is on Twitter, LinkedIn, Reddit. So, the idea that someone browsing the internet on any site, really, is somehow not a productive use of their time, you better be ready to itemize exactly what that means and what that looks like. “Oh, you can do this on Reddit but you can't do that on Reddit.”Corey: I have no boss now, I have no oversight, but somehow I still show up with a work ethic and get things done.Jeff: Right. [laugh].Corey: Wow, I guess I didn't need someone over my shoulder the whole time. Who knew?Jeff: Right. That's all that matters, right? And if you do it in 30 hours or 40 hours, that doesn't really matter to me, you know? You want to do it at night because you're more productive there, right, like, let's figure out a way to make that happen. And remote work is actually empowering us ways to really retain people that wasn't possible before I had an employee that was like, you know, I really want to travel. I'm like, “Dude, go to Europe. Work from Europe. Just do it. Work from Europe,” right? We've got senior leaders on the C-suite that are doing it. One of the chief—Corey: I'm told they have the internet, even there. Imagine that?Jeff: Yeah. [laugh]. So, our chief program officer, she was in Greece for four weeks. And it worked. It worked great. They had a process. You know, she would spent one week on and then one week off on vacation. But you know, she was able to have this incredible, long experience, and still deliver. And it's like, you know, we can use that as a model to say, like—Corey: And somehow the work got done. Wow, she must be amazing. No, that's the baseline expectation that people can be self-managing in that respect.Jeff: Right.Corey: They aren't toddlers.Jeff: So, if she can do that, I'm sure you can figure out how to code in China or wherever you want to visit. So, it's a great way to stay ahead of some of these companies that have a bit more lethargic policies around that stuff, where it's like, you know, all right, I'm not getting that insane salary, but guess what, I'm going to spend three weeks in New Zealand hanging out and not using any time off or anything like that, and you know, being able to enjoy life. I wish this pandemic had happened pre-kids because—Corey: Yeah. [laugh].Jeff: —you know, we would really take advantage of this.Corey: You and me both. It would have very different experience.Jeff: Yeah. [laugh]. Absolutely, right? But with kids in school, and all that stuff, we've been tethered down. But man, I you know, I want to encourage the young people or the single people on my team to just, like, hey, really, really embrace this time and take advantage of it.Corey: I come bearing ill tidings. Developers are responsible for more than ever these days. Not just the code that they write, but also the containers and the cloud infrastructure that their apps run on. Because serverless means it's still somebody's problem. And a big part of that responsibility is app security from code to cloud. And that's where our friend Snyk comes in. Snyk is a frictionless security platform that meets developers where they are - Finding and fixing vulnerabilities right from the CLI, IDEs, Repos, and Pipelines. Snyk integrates seamlessly with AWS offerings like code pipeline, EKS, ECR, and more! As well as things you're actually likely to be using. Deploy on AWS, secure with Snyk. Learn more at Snyk.co/scream That's S-N-Y-K.co/screamCorey: One last topic I want to get into before we call it an episode is, I admit, I read an awful lot of books, it's a guilty pleasure. And it's easy to fall into the trap, especially when you know the author, of assuming that snapshot of their state of mind at a very fixed point in time is somehow who they are, like a fly frozen in amber, and it's never true. So, my question for you is, quite simply, what have you learned since your book came out?Jeff: Oh, man, great question. So, when I was writing the book, I was really nervous about if my audience was as big as I thought it was, the people that I was targeting with the book.Corey: Okay, that keeps me up at night, too. I have no argument there.Jeff: Yeah. You know what I mean?Corey: Please, continue.Jeff: I'm surrounded, you know, by—Corey: Is anyone actually listening to this? Yeah.Jeff: Right. [laugh]. So, after the book got finished and it got published, I would get tons of feedback from people that so thoroughly enjoyed the book, they would say things like, you know, “It feels like you were in our office like a fly on the wall.” And that was exciting, one, because I felt like these were experiences that sort of resonated, but, two, it sort of proved this thesis that sometimes you don't have to do something revolutionary to be a positive contribution to other people, right? So, like, when I lay out the tips and things that I do in the book, it's nothing earth-shattering that I expect Google to adopt. Like, oh, my God, this is the most unique view ever.But being able to talk to an audience in a way that resonates with them, that connects with them, that shows that I understand their problem and have been there, it was really humbling and enlightening to just see that there are people out there that they're not on the bleeding edge, but they just need someone to talk to them in a language that they understand and resonate with. So, I think the biggest thing that I learned was this idea that your voice is important, your voice matters, and how you tell your story may be the difference between someone understanding a concept and someone not understanding a concept. So, there's always an audience for you out there as you're writing, whether it be your blog post, the videos that you produce, the podcasts that you make, somewhere there's someone that needs to hear what you have to say, and the unique way that you can say it. So, that was extremely powerful.Corey: Part of the challenge that I found is when I start talking to other people, back in the before times, trying to push them into conference talks and these days, write blog posts, the biggest objection I get sometimes is, “Well, I don't have anything worth saying.” That is provably not true. One of my favorite parts about writing Last Week in AWS is as I troll the internet looking for topics about AWS that I find interesting, I keep coming across people who are very involved in one area or another of this ecosystem and have stories they want to tell. And I love, “Hey, would you like to write a guest post for Last Week in AWS?” It's always invite only and every single one of them has been paid because people die of exposure and I'm not about that exploitation lifestyle.A couple have said, “Oh, I can't accept payment for a variety of reasons.” Great. Pick a charity that you would like it to go to instead because we do not accept volunteer work, we are a for-profit entity. That is the way it works here. And that has been just one of the absolute favorite parts about what I do just because you get to sort of discover new voices.And what I find really neat is that for a lot of these folks, this is their start to writing and telling the story, but they don't stop there, they start telling their story in other areas, too. It leads to interesting career opportunities for them, it leads to interesting exposure that they wouldn't have necessarily had—again, not that they're getting paid in exposure, but the fact that they are able to be exposed to different methodologies, different ways of thinking—I love that. It's one of my favorite parts about doing what I do. And it seems to scale a hell of a lot better than me sitting down with someone for two hours to help them build a CFP that they wind up not getting accepted or whatnot.Jeff: Right. It's a great opportunity that you provide folks, too, because of, like, an instant audience, I think that's one of the things that has made Medium so successful as, like, a blogging platform is, you know, everyone wants to go out and build their own WordPress site and launch it, but then it like, you write your blog post and it's crickets. So, the ability for you to, you know, use your platform to also expose those voices is great and extremely powerful. But you're right, once they do it, it lights a fire in a way that is admirable to watch. I have a person that I'm mentoring and that was my biggest piece of advice I can give. It was like, you know, write. Just write.It's the one thing that you can do without anyone else. And you can reinforce your own knowledge of a thing. If you just say, you know, I'm going to teach this thing that I just learned, just the writing process helps you solidify, like, okay, I know this stuff. I'm demonstrating that I know it and then four years from now, when you're applying for a job, someone's like, “Oh, I found your blog post and I see that you actually do know how to set up a Kubernetes cluster,” or whatever. It's just extremely great and it—Corey: It's always fun. You're googling for how to do something and you find something you wrote five years ago.Jeff: Right, yeah. [laugh]. And it's like code where you're like, “Oh, man, I would do that so much differently now.”Corey: Since we last spoke, one of the things I've been doing is I have been on the hook to write between a one to two-thousand-word blog post every week, and I've done that like clockwork, for about a year-and-a-half now. And I was no slouch at storytelling before I started doing that. I've given a few hundred conference talks in the before times. And I do obviously long Twitter threads in the past and I write reports a lot. But forcing me to go through that process every week and then sit with an editor and go ahead and get it improved, has made me a far better writer, it's made me a better storyteller, I am far better at articulating my point of view.It is absolutely just unlocking a host of benefits that I would have thought I was, oh, I passed all this. I'm already good at these things. And I was, but I'm better now. I think that writing is one of those things that people need to do a lot more of.Jeff: Absolutely. And it's funny that you mentioned that because I just recently, back in April, started to do the same thing I said, I'm going to write a blog post every week, right? I'm going to get three or four in the can, so that if life comes up and I miss a beat, right, I'm not actually missing the production schedule, so I have a steady—and you're right. Even after writing a book, I'm still learning stuff through the writing process, articulating my point of view.It's just something that carries over, and it carries over into the workforce, too. Like, if you've ever read a bad piece of documentation, right, that comes from—Corey: No.Jeff: Right? [laugh]. That comes from an inability to write. Like, you know, you end up asking these questions like who's the audience for this? What is ‘it' in this sentence? [laugh].Corey: Part of it too, is that people writing these things are so close to the problem themselves that the fact that, “Well, I'm not an expert in this.” That's why you should write about it. Talk about your experience. You're afraid everyone's going to say, “Oh, you're a fool. You didn't understand how this works.”Yeah, my lived experiences instead—and admittedly, I have the winds of privilege of my back on this—but it's also yeah, I didn't understand that either. It turns out that you're never the only person who has trouble with a concept. And by calling it out, you're normalizing it and doing a tremendous service for others in your shoes.Jeff: Especially when you're not an expert because I wrote some documentation about the SSL process and it didn't occur to me that these people don't use the AWS command line, right? Like, you know, in our organization, we sort of mask that from them through a bunch of in-house automation. Now we're starting to expose it to them and simple things like oh, you need to preface the AWS command with a profile name. So, then when we're going through the setup, we're like, “Oh. What if they already have an existing profile, right?” Like, we don't want to clobber that.SSo, it just changed the way you write the documentation. But like, that's not something that initially came to mind for me. It wasn't until someone went through the docs, and they're like, “Uh, this is blowing up in a weird way.” And I was like, “Oh, right. You know, like, I need to also teach you about profile management.”Corey: Also, everyone has a slightly different workflow for the way they interact with AWS accounts, and their shell prompts, and the way they set up local dev environments.Jeff: Yeah, absolutely. So, not being an expert on a thing is key because you're coming to it with virgin eyes, right, and you're able to look at it from a fresh perspective.Corey: So, much documentation out there is always coming from the perspective of someone who is intimately familiar with the problem space. Some of the more interesting episodes that I have, from a challenge perspective, are people who are deep technologists in a particular area and they love they fallen in love with the thing that they are building. Great. Can you explain it to the rest of us mere mortals so that we can actually we can share your excitement on this? And it's very hard to get them to come down to a level where it's coherent to folks who haven't spent years thinking deeply about that particular problem space.Jeff: Man, the number one culprit for that is, like, the AWS blogs where they have, like, a how-to article. You follow that thing and you're like, “None of this is working.” [laugh]. Right? And then you realize, oh, they made an assumption that I knew this, but I didn't right?So, it's like, you know, I didn't realize this was supposed to be, like, a handwritten JSON document just jammed into the value field. Because I didn't know that, I'm not pulling those values out as JSON. I'm expecting that just to be, like, a straight string value. And that has happened more and more times on the AWS blog than I can count. [laugh].Corey: Oh, yeah, very often. And then there's other problems, too. “Oh, yeah. Set up your IAM permissions properly.” That's left as an exercise for the reader. And then you wonder why everything's full of stars. Okay.Jeff: Right. Yep, exactly, exactly.Corey: Ugh. It's so great to catch up with you and see what you've been working on. If people want to learn more, where's the best place to find you?Jeff: So, the best place is probably my website, attainabledevops.com. That's a place where you can find me on all the other places. I don't really update that site much, but you can find me on LinkedIn, Twitter, from that jumping off point, links to the book are there if anyone's interested in that. Perfect stocking stuffers. Mom would love it, grandma would love it, so definitely, definitely buy multiple copies of that.Corey: Yeah, it's going to be one of my two-year-old's learning to read books, it'd be great.Jeff: Yeah, it's perfect. You know, you just throw it in the crib and walk away, right? They're asleep at no time. Like I said, I've also been taking to, you know, blogging on Medium, so you can catch me there, the links will be there on Attainable DevOps as well.Corey: Excellent. And that link will of course, be in the show notes. Thank you so much for being so generous with your time. I really do appreciate it. And it's great to talk to you again.Jeff: It was great to catch up.Corey: Really was. Jeff Smith, Director of Product Operations at Basis Technologies. I'm Cloud Economist Corey Quinn, and this is Screaming in the Cloud. If you've enjoyed this podcast, please leave a five-star review on your podcast platform of choice or smash the like and subscribe buttons on the YouTubes, whereas if you've hated this podcast, do the exact same thing—five-star review, smash the buttons—but also leave an angry, incoherent comment that you're then going to have edited and every week you're going to come back and write another incoherent comment that you get edited. And in the fullness of time, you'll get much better at writing angry, incoherent comments.Corey: If your AWS bill keeps rising and your blood pressure is doing the same, then you need The Duckbill Group. We help companies fix their AWS bill by making it smaller and less horrifying. The Duckbill Group works for you, not AWS. We tailor recommendations to your business and we get to the point. Visit duckbillgroup.com to get started.Announcer: This has been a HumblePod production. Stay humble.
S1E1 – The Retail Avengers & The Future of Frontline Staff, Part 1Welcome to Season 1, Episode 1, the first-ever episode of The Retail Razor Show!I'm your host, Ricardo Belmar, a RETHINK Retail Top 100 Retail Influencer, RIS News Top Movers and Shakers in Retail for 2021, advisory council member at George Mason University's Center for Retail Transformation, and lead partner marketing advisor for retail & consumer goods at Microsoft.And I'm your co-host, Casey Golden, CEO of Luxlock and slayer of retail frankenstacks!Together, we're your guides on the retail transformation journey. Whether you're thinking digital and online, mobile, or brick & mortar stores, there'll be something for you!In episode 1 we dive into the future of retail frontline workers, with none other than Ron Thurston, author of Retail Pride, The Guide to Celebrating Your Accidental Career. Ron joins our Retail Avengers team on Clubhouse to talk about what retailers need to do to foster the right environment for their store teams.For more information about Ron, and how you can Take Pride Today in your retail career, visit Ron's website: https://www.retailpride.comThe Retail Razor ShowFollow us on Twitter: https://bit.ly/TwRRazorConnect with us on LinkedIn: https://bit.ly/LI-RRazorJoin our club on Clubhouse: http://bit.ly/RRazorClubListen to us on Callin: https://bit.ly/RRCallinSubscribe on YouTube: https://bit.ly/RRShowYouTubeSubscribe on Apple Podcasts: https://bit.ly/RetailRazorShowRetail Razor Show Episode Page: https://bit.ly/RRShowPodHost → Ricardo Belmar,Follow on Twitter - ****https://bit.ly/twRBelmarConnect on LinkedIn - ****https://bit.ly/LIRBelmarRead my comments on RetailWire - ****https://bit.ly/RWRBelmarCo-host → Casey Golden,Follow on Twitter - ****https://bit.ly/twCaseyConnect on LinkedIn - ****https://bit.ly/LICaseyRead my comments on RetailWire - https://bit.ly/RWCaseyTRANSCRIPTThe Retail Avengers & The Future of Frontline Staff, Part 1[00:00:20] Ricardo: Hello. Good morning. Good afternoon. Good evening. No matter what time of day you're listening. Welcome. Welcome to season one, episode one, the first ever episode of the retail razor show. I'm your host Ricardo Belmar, a top 100 retail influencer and lead partner marketing advisor for retail and consumer goods at Microsoft.[00:00:37] Casey: And I'm your co-host Casey Golden CEO of Luxlock and Slayer of retail frankenstacks, [00:00:43] Ricardo: retail, frankenstacks. I love that intro. I really need to get a tagline like that. Casey. [00:00:48] Casey: Slaying, frankenstacks. It's a messy job it's earned.[00:00:51] Ricardo: Oh, I believe it![00:00:52] Casey: So I'm super stoked to kick off our first episode ever of the show! [00:00:56] Ricardo: I am too. I am too. So let's talk a little bit about what the show will be like. This all started some months ago with the retail razor club on clubhouse and a powerhouse group of retail experts and thought leaders to just talk retail, talk tech and host some really good deep discussions on what we think people in this industry need to make a difference and to be a change maker.[00:01:14] Casey: Tell us more Ricardo, tell us more. I feel like we need some dramatic [00:01:20] music here [00:01:20] Ricardo: and maybe for episode two, we'll add some budget for dramatic music. So our goal is to cut through all the noise, cut through the clutter, make it all actionable. Let everybody learn from the people who've actually done things.[00:01:33] Anyone who's solving challenges and not afraid to expose the hard truths.. [00:01:37] Casey: And best of all, since we started this on clubhouse, we made it interactive. So people could ask tough questions and voice their opinions. [00:01:44] Ricardo: A hundred percent, a hundred percent all the way. This is an open forum. One that really moves the industry forward.[00:01:50] By sharing deep, deep knowledge, we started an amazing series of rooms initially called retail tech predictions 2025. But you know, our group quickly earned the nickname, the Retail Avengers, [00:02:00] Casey: Captain America., right here![00:02:02] Ricardo: And I am iron man, you know, you're right Casey. We really do need some dramatic music and we got to work on that [00:02:06] Casey: maybe by episode three next time, next time.[00:02:10] Ricardo: Yeah, episode three, that I'm going to take, make a note of that. Okay. So in each episode listeners will hear one of our fabulous clubhouse rooms and we'll bring back [00:02:20] guests from those discussions for a few last words. But don't think that's all we have to offer in future episodes. We're going to introduce new segments, extra guests, and we'll also have some unique interview sessions that we're going to record in another app called Callin. [00:02:32] Casey: Can't wait for those. [00:02:34] So Ricardo, who's our special guests for the opening episode. [00:02:37] Ricardo: We are starting up strong with one of the best out there. Ron Thurston, the author of the book, Retail Pride, former head of stores at Intermix and quite possibly, one of our favorite retail executives out there.[00:02:48] Right? Casey, [00:02:49] Casey: I'm a fan. Let's get to it! [00:02:50] Ricardo: Okay. So let's quickly introduce the rest of our Retail Avengers team and everyone will be hearing from them quite often in these sessions. So besides Casey and myself, we have Jeff Roster, fellow RETHINK Retail, top one hundred influencer and fellow advisory council member at the George Mason University Center for Retail Transformation and former analyst.[00:03:11] Then we have Shish Shridhar, the global retail lead at Microsoft for Startups.[00:03:16] Casey: And Brandon Rael transformation delivery strategy leader at [00:03:20] Reach Partners, and one of my faves, Trevor Sumner, CEO of Perch Interactive. [00:03:25] Ricardo: All right. So without further delay, let's give a listen to the Retail Avengers and the future of Frontline Staff, Part 1.Clubhouse Session[00:03:42] Ricardo: So with that my name is Ricardo Belmar. I host the retail razor club here on Clubhouse. Retail tech guy have been in retail tech for the better part of the last two decades, working at various different solution providers and managed service providers, and of course, I like to say the best technology in retail is the kind that's seamless and transparent that you don't even notice.[00:04:02] Jeff: Hi Jeff Roster co-host of this week in innovation and serve on several advisory boards and a former Gartner and IHL retail sector analyst [00:04:11] Brandon: Hi, Brandon Rael here. I'm currently one of the transformation and delivery and strategy leaders here at Reach Partners a consultancy. My background is retail and consumer products, industries, and I've been working in the strategy consulting space, focusing predominantly on digital and it's impact on organizations and helping companies transform and evolve.[00:04:29] Casey: Hi, Casey here, founder of Luxlock we're a retail experience platform and we are deploying an independent workforce and re-skilling them. So I love this topic of the conversation. Worked a lot in enterprise retail tech [00:04:42] and on the e-commerce side. So excited to be here you guys, fun conversation! [00:04:46] Ricardo: Definitely will be! Shish. [00:04:47] Shish: Hi, good afternoon. I'm the retail lead at Microsoft for Startups and I'm actually working on building out a portfolio of retail tech B2B startups solving complex business challenges in retail. Absolutely love the topic that we're we're we're we're talking about today. Looking forward to it. Thank you. [00:05:03] Ricardo: I see Trevor has joined us. Trevor why don't you do a quick intro. [00:05:06] Trevor: My name is Trevor Sumner. I'm the CEO of perch. We do interactive displays in IOT that detect which products you touch and like minority report. They just wake up and start telling you about the product, they call them shelf talkers. So I've been deep in retail and retail tech for almost a decade now. So excited to be on board with everybody here. [00:05:26] Ricardo: All right. Wonderful. We have a special guest with us this week, Ron Thurston author of the book, retail pride, which I highly recommend.[00:05:33] Ron, why don't you go ahead and give us your introduction [00:05:36] Ron: hi everyone. Thank you. Yes. My name is Ron Thurston and I am the author of Retail Pride, the guide to [00:05:42] celebrating your accidental career, which is really about recognizing the hard work that the millions of people that work in all of our stores all around the world do every day.[00:05:50] And my full-time role is as the vice president of stores Intermix which officially today is a freestanding business on its own no longer under the Gap umbrella. And so we have a lot of exciting momentum behind us now being privately held and it will be an exciting adventure. And I sit on the board of directors of Goodwill here for New York and New Jersey, which also has a really exciting retail component to it, which I'm happy to talk about.[00:06:18] So thanks for inviting me, Ricardo. [00:06:19] Ricardo: Fantastic. We're really happy to have you here with us today, Ron, this is a topic that I know many of us on the panel have been wanting to do for a while. Not the least of which is because of the added focus that retail frontline workers have seen over the past 15 months.[00:06:34] Frontline Worker Sentiment[00:06:34] Ricardo: I want to ask everybody on the panel, What's the sentiment these days about frontline workers, has it swung more positive to the point where [00:06:42] frontline workers are going to get the recognition that they deserve to have for the job they do and the service they provide to customers and retail brands? [00:06:49] Ron, I'm going to ask you to respond first because I'd really like to hear what your feeling is on that. [00:06:53] Ron: Sure. Thanks, Ricardo. I have probably never been more excited about the opportunity for store teams. And I think as customers have come back in and , every day it's getting bigger, the opportunity to recognize in many ways the increased skillset necessary to manage the emotional, the tougher part of retail in conjunction with more tech in conjunction with higher customer demands and kind of new ways to shop has put this pressure and, excitement back into stores and the training that's necessary. [00:07:29] The up skill in the hiring process has never been more important. They, kind of challenge of the value of the brick and mortar business in compared to e-commerce.[00:07:39] This is the time where more [00:07:42] than ever, we need highly skilled people that are, that work in brick and mortar, retail, and are compensated for that work and the business models that are evolving out of it.[00:07:52] And I think it's just every day, I'm more excited about what I'm seeing my own business and what I'm reading about every day.[00:07:59] Brandon: I could not agree more with Ron. , if anything, the pandemic has accelerated the recognition of how critical the retail staff or brand ambassador to the store associates and how important they are to run the operation of building that trusted relationship with the customer.[00:08:15] I consider that the retail associates, part of the last mile of fulfillment and not necessarily the product, but of the relationship of the brand or the brand equity. [00:08:23] people go to the store to engage, to get inspired, to discover. And, , I'm all digital first. We know everyone is digital first and shopping e-commerce, , percentage wise, it's still , 15% of the business is converted on ecommerce.[00:08:36] The physical stores are as critical as ever to bridge that digital and physical gap and the journey [00:08:42]may begin in the store may ultimately end on the retailer's app, but the store associates plays a vital role in that relationship.[00:08:47] Casey: A hundred percent. , one of our biggest goal, which was to deploy an on-demand distributed workforce and it's been pretty amazing to put a lot of people back to work and give them opportunities to sell products that they've never had access to because they worked at a single brand.[00:09:02] Shish: agree with everyone I think there is going to be a big transformational element to it as well. I kind of look at the convenient spot of retail. There's a lot of things that has accelerated, during COVID, , BOPIS in particular. And I think that is going to change what the frontline workers do and, how to do it.[00:09:23] For example, I think there's going to be so much more focused on click and collect orders, because, cashierless becoming more prominent and accelerated. I also think the assisting the self checkout will be one aspect that frontline workers will be doing more of. There might also be a lot of clientelling [00:09:42] that has accelerated as a result.[00:09:43] And also I think from the experiential part of retail, that's going to be a lot more skills and expertise needed because that is leaning more towards that personalized, aspect of it where engaging with customers becomes more more of a requirement. [00:10:02] Trevor: Yeah. I agree with that. I think one of the transformational changes underlying is data. Because of the need for real-time inventory and product information for BOPIS for better supply chain management and COVID is an accelerator for that.[00:10:17] All of a sudden, we've normalized all this data that we can now put in the hands of sales associates. It's not their fault. If you go to a Macy's and you ask your question about what inventory looks like. Yeah, go look at those screens. They're green screens, right? I think they were programmed with punch cards.[00:10:29] Now that has all been changing, right? So the data is now available in normalized and formatted. It's now accessible, not just to be a tablets and iPads in the hands of sales associates, but, even like with Theatro in [00:10:42] a, in a mic format in an ear piece. So that's one piece of it. The second Shish hit on around you have the experiential being more part of it.[00:10:49] And that means being able to do brand storytelling. And while I love the thought that that's all gonna be done by purchasing digital tools like that, I, the role as a sales associate is going to be critical.[00:10:56] Ricardo: Interesting points there about the added roles for store associates to do, especially in light of things like picking up online orders in the store, other operational processes, either for picking product off the shelf to fulfill those orders, that these are new roles, new skills, new functions, we're asking those store associates to do and asking them to leverage real-time data about customers they're working with or items in the store, whether it's product information or other operational components.[00:11:23] Frontline Roles[00:11:23] Ricardo: One of the things that I would like to get into next is what are some of these additional roles? We've mentioned a few now, which were brought about by the nature of the pandemic, but what other new roles are we going to see frontline workers in retail taking on and particularly what are the required skills and I'll reference, really interesting article that I believe was in the wall street [00:11:42] journal about Levi's offering machine learning training for their retail workers. Presumably because it's a recognition that the need to understand data is going to become so much more important in how these frontline workers work with customers.[00:11:56] So what does everyone think of that? [00:11:58] Ron: I can jump in Ricardo , it's Ron. I actually think that the, width of the skillset has become so wide today that it's kind of become less about we're all cross-trained and we're all good in retail. We could work in stock room and we can work on the sales floor and we can do visual merchandising.[00:12:15] I think it's actually become a little more segmented than said if I have a skillset that is highly engaged and motivated and I'm good on camera for live selling, I'm good in front of customers, I can sell via chat that you have that level of personality. It's actually fully embracing that and saying, let's give you[00:12:34] that kind of customer facing roles or chat roles and not try to expect you to also run out to the curb and do a BOPIS [00:12:42] order and also fulfill a web order in the stock room, or when can you work an overnight to change the visual merchandising? I think we have to say, we have a team of people who are really good at tech people who are maybe good at tasks and people who are highly customer centric because what's coming with the customer coming in today more than ever wants a level of engagement.[00:13:03] And has it's curious, wants to be educated, wants to be styled once all the things that they haven't had. And that, that skill is really high. So I'm actually even looking at my own organization and saying, it's actually less about cross training and more about specialization and being the best version of that specialty based on your skills and your experience and your personality.[00:13:26] Because today, we're also expecting you to be on Instagram. We expect you to live sell. We expect you to, kind of show up every day in a new most highest version of what that would look like in the past. [00:13:39] Trevor: I really loved that. And one of the reasons [00:13:42] is because, I think this provides a new sense of career pathing, and compensation structures.[00:13:48] And so, Ron, I would love to, to understand better how you start thinking through that as the head of stores at the end, you get certified as, an influencer or as a live seller, or for example, there are technologies where during your downtime, you might do online clientelling and reach out in on a one-to-one basis.[00:14:05] Are you.becoming a certified personal shopper. And each of these, has a course associated with that. Some type of certification, some real-time training and evaluation, but also a better pay, better training. And not feeling like you're stuck in a specific kind of job that says a generalist with no place to go.[00:14:25] Ron: I was just going to say it, and having led apple stores. That's very much the apple model. You are a specialist and maybe you in phone or Mac or in software, and then you're next. kind of even more of a specialty or in training or in genius bar. [00:14:42] And that every step is a career trajectory. And I think in fashion, we've also kind of thought of it as we all have to be good at everything.[00:14:50] And I actually think it's more of the apple model, which is very structured and create benchmarks for growth. I agree with you, Trevor.[00:14:59] Casey: I was just going to say that, now that sales associates are able to sell online and get that commission tracked and productivity tracked, it changes the entire model of every single salesperson is able and has the opportunity to become a million dollar seller and not make $35,000 a year or 40,000, $50,000 a year.[00:15:20] We've seen the most of having what the industry used stylists for before, which is doing content on a, on an Instagram or putting lookbooks together or working in, like a stitch fix model and putting outfits or clothes into a box. They're coming to us and they have the passion. They have the skillset, they have the know-how, but they've never talked to a customer before.[00:15:41] And [00:15:42] so they don't know fit, they just get returned. And so, being able to communicate with the client, maintain that relationship over time and learn fit. We've actually had to start segmenting just like Trevor was saying is we're essentially segmenting talent into different talent pools and putting programs together to bring people who have worked at Citrix for the last six years into being able that they would be skilled enough to walk into Gucci on the floor and do a million dollars in sales. And so it's been really interesting and I think that there's going to be a lot of, differentiation between I'm a stylist versus I'm a sales person or a personal shopper right now.[00:16:24] I can't get a single person to agree on what they want to be called because salespeople don't want to be called the stylist and everybody gets called and everybody's called the stylist on Instagram. If you can put an outfit together. So it's like almost [00:16:42] diluted that job title almost in a way where no, I'm more than that. It's been interesting. We're still trying to figure out what. What everybody is going to be called.[00:16:54] Brandon: Is this the transformation evolution of what a store associate really is? I think to Ron's point and Trevor's point, there certainly is doing an operation stocking shelves or whatever else. Actually, what I want engagement with the customer is blended with the arts and sciences of social media, digital marketing, and micro influencing [00:17:14] Ricardo: I agree. I think it's fascinating point here about segmenting and the skills and Ron I like how you compare that to an apple model. One of the things that comes to my mind when I hear everyone saying that is a sort of implies a need for more staff in the store, as you get more specialized, depending of course, on what kind of store it is for format. It is the size of the store. The product categories are in, but if I were to generalize it, it makes me believe that I'm going to need [00:17:42] more staff. The more I specialize in to handle each of these different aspects. And if I compare again to an apple store for me as a consumer, walking into an apple store, there's an overwhelming number of staff.[00:17:52] Trevor: And also think about the revenue per square foot. [00:17:55] Ricardo: That too. Exactly. [00:17:57] Ron: I think that [00:17:58] on a really high margin business, you do have more room for that.[00:18:04] Ricardo: So you distinguish between luxury retailers at that point versus a discounter value retailer, where the model may be sufficiently different, that you don't need to apply that. segmentation or specialization of skills. [00:18:15] Trevor: You mean there's not going to be stylists at dollar stores[00:18:21] Ricardo: that would be, the question, [00:18:22] Shish: natural progression, but there is a customer expectation, which is generally followed by retail tech, responding to it. And one of the aspects that's really happening out there is technologies providing capabilities to address some of these things. For example, expertise in stores.[00:18:39] Today there is an expectation for [00:18:42] expertise. When you go into a store, a specialized store where, electronics or something like that, where you need a store associates to have a lot more knowledge, but with technology capabilities, it is possible to sort of democratize that make available. The expertise from different stores right across all of the stores. And those kinds of things are really making it possible to, to address those expectations as well. [00:19:09] Trevor: Yeah. I mean, one of the things that I'm a big fan of is that's kind of pushing out a technology to the edge. And certainly I look at this through my perch lens.[00:19:17] Which is, when you think about putting the digital experience has guided product storytelling that is available to obviously all the consumers on their own, but also the sales associates. But similarly, if you've got an iPad in your hand, that's a training device for downtime.[00:19:31] That's a career pathing and improvement device. and you can make the most of the hours that you're in store. So I think this pushing technology to the edge and into the fingertips of everyone, has the ability for those [00:19:42] who have the motivation and the desire to hold those skillsets up rapidly than what was available to them in the past.[00:19:48] Ron: A bit of a counter to the, more is better is that this is an industry in brick and mortar retail that has not always been given the accolade as a career that it deserves.[00:19:59] And sometimes this, people that are highly committed and highly skilled, and this is very much an intentional career become that much better at their job. They are retained longer and sometimes it's kind of a quality versus quantity. And so you could actually have a smaller team that's highly skilled, very engaged, works really well under, whatever kind of product categories you're selling and the culture of the company, but provide a level of service because of their expertise and their commitment to the industry.[00:20:30] And that's, I think the kind of temporary nature sometimes of people in stores then requires, more of them versus fewer that are highly skilled. And then, so it's a conversation and a balance that I [00:20:42] think every retailer, is talking about today. [00:20:44] Ricardo: I think that's true. I agree with you I like to view the technology piece of that in many cases, equalizer, sometimes to address the point, you just mentioned about the temporary aspect of people coming and going, and then the turnover and some ways if done properly and seamlessly enough, I think the technology can help normalize that approach a little bit and compensate for loss of skill. When you have people that leave that were perhaps one of those high-end skilled individuals that really knew how to do that job. And therefore they could handle working with many customers at once versus perhaps some of the other staff that are newer at the role might only be able to handle one or two at a time, depending on the type of store environment that you were in.[00:21:25] Question from Evan Kirstel[00:21:25] Ricardo: I want to turn attention over to, Evan who's joined us on stage. Why don't you go ahead and give us your question for the panel. [00:21:30] Evan Kirstel: Yeah. Happy Friday, everyone. I've been most interested in the technology side of retail behind the scenes. I laughed out loud, referenced to green CRT screen [00:21:42] flashing. Sadly, see that far too often. [00:21:46] Ricardo: still see that too often. I agree. [00:21:48] Evan Kirstel: Yeah. Well, the other hand, I talked to a lot of clients who are participating in the kind of digital transformation of retail. And I'd love your opinion on who were some of the players to watch.[00:21:58] I mean, when I'm talking to a lot lately with Facebook workplace or workplace from Facebook, it's their enterprise communications division. So basically taking all of their messaging and video and apps and tools and enabling, or powering retailers like Petco and Domino's and others to improve the employee experience.[00:22:18] So think about, group messaging and calling video tension, live video streaming education, all kinds of analytics around that as well. Are you seeing adoption of more modern communication tools like that or others or what's most interesting to you when it comes to, real-time communication messaging, voice, video, or other apps within the frontline for the workers. [00:22:40] Jeff: Are we talking about [00:22:42] retailers or are we talking about services, service providers to retail? [00:22:45] Evan Kirstel: Yeah, the retailers are adopting a lot of these tools with their frontline employees, for employee engagement, employee communications messaging. We used to call the intranet, but it's basically apps on phones now.[00:22:57] Ricardo: And so we could look at this from both perspectives. I think Jeff, from the prospective of which retailers are doing this well, and what kind of technology are they using?[00:23:04] Ron: I mean, I can share what I use on today, which is retail zip-line line, which is actually used by all of gap, Inc. which is an incredible platform and not an intranet. But it's a communication tool. It's a tracking tool. It's a way to send out quick messages. There's a lot of functionality from multiple reasons. But I think within the store team at every level, day in day out, I've not actually not seen one that does that, come seamlessly that everyone uses without providing, devices to everyone, which is depending on the state and depending on what's happening, that can be a tricky conversation.[00:23:38] But so far that's what I've seen and, has worked really well for me. [00:23:41] Casey: [00:23:42] I'm obviously biased, but, there's going to be a lot more tools that are going to be coming in over the next, 12 to 18 months just because this was a really hard product to sell into a brand three years ago.[00:23:55] A lot of people, in this space that wanted to do it, had to pivot into doing something else because it was just a hard sell. But now I think that, It's going to be a requirement. Just as standard as, having a computer at work, if you have sales associates, and they're going to have to have a tool.[00:24:12] So I think we're going to see more of a standardized school. That's going to be coming out that more brands will start using the same one. But right now everybody's kind of spread all across the board. And there's reasons that brands are choosing one over the other. There hasn't really been one that does everything necessarily doesn't necessarily even do everything well, but obviously I'm biased with my own, but, there's pros and cons to kind of everything right now.[00:24:35] I think we'll see the leader next year. [00:24:36] Shish: And a lot of examples that I've seen, one of them is a startup that I'm working with, called askSID[00:24:42] they have to QR code, on wine bottles or the shelves and customers can scan it and it instantly brings an expert to them and they can ask questions have a conversation.[00:24:52] So this is one way that retailers have actually, really figured out how can they have experts in every store that knows their wines really well without necessarily staffing every store. [00:25:04] Another example I've seen as for call centers itself, where, the expertise that they wanted to provide was to a chat bot. So when a customer calls a call center, the challenges the call center person is looking up information. There's a lot of delays. They're following up an app in the background, doing the search, trying to find the answers to the question the customer wants. So what they're doing to empower this is there is a chat bot and AI based chat bot that is picking up the customer call at the same time in parallel to the human operator.[00:25:39] And the chat bot is [00:25:42] transcribing the call, learning the intent of the questions that the customer is asking, connecting to backe nd showing it to the call center operator at the same time. And this essentially means that the call center operators is far more intelligent in his responses is able to respond very quickly and efficiently to the customer.[00:25:59] So that was one area from a communications perspective that I thought was, very interesting. The third one is really empowering the store associates and, and today there's many companies that provide communication devices. for example, there's a company called Theatro that does a headset based communication device for store associates.[00:26:20] yeah, [00:26:23] Ricardo: love their solution.. [00:26:25] Shish: Turnpike turnpike is out of Sweden and they have, , a, wearable. DASSI wristwatches that send information over to the store associates and it's generally far more discrete, , and store associates can actually use those communication devices to talk to systems in the back [00:26:42] end.[00:26:42] So if they have a question about, do we have a certain product in stock right now? They can ask a chat bot the chat bot will look up the systems instantaneously and be able to get the responses. And this again, I think is another thing that's really transforming the frontline worker, in a way, making them far more efficient , with tools like this.[00:27:03] Jeff: Yep. Hang on, hang on a sec. Let me follow up on that question. Are you doing anything with voice, voice AI? [00:27:10] Shish: Yes. there is, a lot of, I would say controversy around voice. So in terms of voice, for store associates, the one scenario that I talked about last was one where store associates are actually using the headsets to talk to a chat bot.[00:27:27] So if a customer is looking for a certain product, typically what they would do is radio someone in the back room to say, do we have that in the back room? Or is it an order or something like that. But, in this situation they're actually using voice [00:27:42] to talk to a chat bot that is connecting to backend systems to determine if something is in the backroom.[00:27:48] If it does an order, if it's in a nearby store and it is providing the response by voice immediately to the store associate. And that to me is extremely powerful, where the store associates are empowered, but all that information that they using voice queries to query back end systems. [00:28:05] Jeff: How about sentiment or, sense of, either happiness or urgency in the invoice. I'm actually going to be talking to a couple of startups that are actually going to that level of sophistication.[00:28:16] Shish: So, , in call center, there is, I've seen situations where, when, someone calls a call center and the operators talking to that person, there is AI models that the chat bot that it was talking about earlier, that it's, transcribing the call looking at the intent of the questions. At the same time, it is also detecting the sentiment, of each speaker. So if there is, frustration, for example, it'll detect that and it will [00:28:42] notify the call center supervisor that here's the call where there's potentially a problem, and you want to listen to what you want to intervene. So it's actually detecting all of that.[00:28:52] Jeff: Yeah. Interesting.[00:28:53] Brandon: We also need to consider the human element of the organization, the frontline associates, or our ambassadors, how we want to refer to them. The stylist interacting with the customer technology are all referencing it innovative is right up there and on trend and having this be powered by AI AR , virtual reality or critical components of driving personalization, seamless, intuitive, and we're driving adoption rate by the store associates of stylists and the way.[00:29:25] Their ability to effectively serve the customer and effectively providing outstanding customer experience in store and connect that digital aspect of it as well. And help drive conversion as customers come to the store for advice or engagement or a building connection to the brand.[00:29:41] Ricardo: Yeah, [00:29:42] there's an interesting element there I'm reminded of one retailer I talked to a few years back who was deploying devices just as we're talking about and some of the feedback they had from their associates in the pilot stores, is that they were starting to feel like Batman wearing a utility belt because they were being asked to carry all this technology everywhere they went around the store. That tells us there's a threshold somewhere where it becomes too cumbersome to just hand over technology to the associates that way. I think that's a consideration, Brandon, maybe that's what you're getting at as far as paying attention to the human component of this, you can't just ask a store associate to say, here's three devices you need to carry around all day to do these three different tasks. Or there has to be a little bit more thought behind how transparent the technology is and how seamlessly it can be incorporated into their workflow in a way that makes sense. [00:30:28] Brandon: Correct. And we see companies do clienteling and then trying to streamline it to one app or one ipad or mobile first and it's worked for most situations, but again, it has to be connected to the [00:30:42] customer, empowering the store associates and driving outstanding customer experience.[00:30:46] Then I'd love to hear Ron's perspective on that. How technology can help the store associates drive a outstanding customer experience. [00:30:52] Ron: Yeah, no, thanks, Brandon. And you're exactly right. And I think the experience that is most, I think, recognized and celebrated by the customer is, how much history you have to the idea of in clientelling, which, the facts show that the average spend is that much higher.[00:31:10] The retention rate is higher. The return rate is lower. Like the benefits are enormous, but if you can say to someone, oh my gosh, like, let me. Quickly look at your purchase history on my phone, on my iPad that I have in my hand. Wow. It looks like you were here last month and this is what you bought. I have some things I know you're going to love.[00:31:28] And so you begin this relationship building with facts and with information that arms you to provide an exceptional experience. And so the technology kind of in your pocket provides you [00:31:42] information and then you can go and then, the client is entirely engaged because they, feel seen and heard.[00:31:49] They know that their business is appreciated. You can say that kind of along the way. I'm so glad that you came back. I'd really love to help you build on those wardrobe pieces or add that, that other. You know, the technology piece too. your last purchase here at apple. So there's, there's a lot that can happen with technology that just supports relationship building and all of the data in how that benefits an overall company is all positive.[00:32:15] There's no downside to it when done well, other than overwhelming at the store team. And that's where I think you can dial back and say, well, actually who's really good at this let's arm them. This person actually is much better just converting on the sales floor. Doesn't need to have the full deck in front of them.[00:32:34] So I think great leaders can look at that. I do at my own using hero in chat functions and who does confinements, who [00:32:42] converts, who sells more? You can dial in, and it's not one size fits all. And that's where people really, that retention piece starts to escalate because you would say thank you for recognizing that I'm actually not comfortable using this technology, but I'm really good doing this.[00:33:00] Let me do this more. That's a winning formula to retaining your team, building great client relationships and growing your business. But , that's where I put a lot of effort and time today. And, I believe that it really pays off. [00:33:14] Ricardo: That's not even advice specific to retailers organization, but many businesses adopt that approach and, let's call it company culture around how to encourage certain behaviors and how to reward people who are doing the job the best way they can. And also to create an environment that promotes this, the ability to do better and do more, whether it's with technology or without, or is that really, isn't the point, right?[00:33:39] This comes back to your earlier point Ron, about more [00:33:42] specialization and segmentation and the skills and the roles within the store. [00:33:46] All of this plays together into building that better company culture that fosters an environment that encourages this kind of activity and rewards people in these roles because they're filling a really important need for the retailer.[00:34:00] Ron: Yeah. I think that's where we had sometimes dug ourselves into our own trap of saying everyone needs to be good at everything. And then it'd be kind of to become a generalist as at all of it. And the customer's ability to remember their experience is diluted because no one really stood out in their mind, but we created that ourselves.[00:34:21] We created this kind of generic retail, you know, everyone's nice. Are you finding everything? Okay. And then you walk away and that, kind of generic version of retail, you know, Steve, Dennis likes to talk about Is what got us in trouble. And so that's where I'm saying it should not be generic. It should actually be very specialized.[00:34:41] We should hire [00:34:42] people with specialty, and invest in them and be better at what you hired them to do. And those are the people when you see NPS surveys that mention people by name, and I see it every day, you don't go home and write a survey about your experience and reference people's names. If you didn't have an experience that created, it's not through a business card in your shopping bag, you remembered their name because you were so engaged.[00:35:08] That's what happens when you invest in them. And then they deliver that to the customer. And it's like this winning cycle. But not everyone plays that game. And that, is so much fun because you see it in your business. And that's what we're all trying to reestablish today in our industry. [00:35:24] Ricardo: That is so well said, Ron, it's all about embracing the uniqueness and the skill sets that you're bringing into the environment and to the team and encouraging more of that to make the entire team better and ultimately that's reflected in the revenue that you're going to generate through that team, because they're such a [00:35:42] critical part of that process. [00:35:44] Question from Jeff Brand[00:35:44] Ricardo: I, I've, brought a few more folks up on stage so I'm Jeff, I'm going to go to you next , what was your comment for us? [00:35:50] Jeff Brand: Yeah, thank you. I'm an owner of a brick and mortar retail buildings. I'm a landlord, but I'm also a consumer and something that Trevor said, which was interesting to me is that his goal is to create engaging content for consumers that would draw them into the store, but giving them a lot of information to really engage them.[00:36:11] So what I wanted to find out about frontline workers, how do you make sure that the frontline worker knows more than the consumer does when they walk in the store? Because the consumer has the ability to research ad nauseum about the products they're going to shop for. [00:36:28] Trevor: I think that's a great question. I think about that often, right. 70% of shoppers think that they know more than the sales associates, because they have access to that very data. so I think there, are a couple of different ways to think through this. One is, making sure you've got all the [00:36:42] learning management systems for your sales associates, but the other way to think about it is to really think through proprietary tools that walk you through the category.[00:36:51] Most of this content out there is product by product. And what I'm seeing a lot of is digital tools that are being deployed in store and online to do a needs analysis and walk you through the category. I'll give you an example. If I'm buying a drill at home Depot, you got all the drills on the shelf.[00:37:09] But, I don't want to pick control, oh, this is this many Watts and this is that many Watts and great, well, what does that mean? , I don't know the difference between the wattage's . And , what will I be able to do or not be able to do what, walk me through, like, what do I need to strive for?[00:37:23] It's just like, Hey, Trevor just needs to make sure not to call the handyman too much, you know? And, and to look good in front of his wife, that he can fix some things or Trevor, you're really into home improvement projects to do a lot of serious work. And so, thinking through a category type tour and a needs [00:37:42] analysis and providing some of these proprietary tools, I think we'll create a type of guided experience that ends up lending itself in a differentiated way to what you can find out.[00:37:50] Jeff: And I also think we're really getting to , a paradigm where we shouldn't expect store associates to know more than customers coming in. If it's a passionate purchase. When I bought my kayak, I knew probably more about that. I guarantee you, I knew more about that kayak that I settled on, than the REI associates, because I researched it.[00:38:07] I spent days researching it. And so I think, we're sort of at that point where retailers just have to be comfortable with, sort of that, that maybe shift in knowledge and, accelerate and work with that and not necessarily try to fight against it.[00:38:19] Jeff Brand: That's very interesting. Thank you.[00:38:21] Ron: Yeah. And, I think apple again, does a really nice job of putting so much effort into training and yes, clients come in all day. And I remember when I joined apple as a store manager, The launch of iPhone two, and I was really nervous about, I don't know how this is going to work.[00:38:40] And [00:38:42] the calming kind of words are, they, customers will always know more than you do about the product. People are obsessed with this brand, but to say, you know what? I don't know, but I'm going to find out I'm going to help you learn how to use this. I'm going to find someone who's an expert in this particular skill of what you're looking for.[00:39:01] And if you can say, you know what, I don't have any idea how to do that, but I'm going to find someone that does, can calm it down. And the customer's like great, happy to make that happen. So I also think we don't always want to put so much pressure on ourselves. Everyone at every store has to be an expert in everything it's not realistic, but we can just drill down and think about expertise and putting the right people with the right customers for that specific ask that applies in all of our businesses, including, fashion for me. And I love this idea of it. Every experience should be unique and individual based on what the customer came in looking for.[00:39:41] Ricardo: [00:39:42] Yeah. I agree with that absolutely critical to deliver a great service that you want to have in your store. So Jeff, thank you for that question. [00:39:50] Question from Tim Tang[00:39:50] Ricardo: Tim, do you have a comment or question for us? [00:39:52] Tim Tang: Yeah, the question I wanted to ask you was, when we think about retail and we think about employment, frontline workers in retail, there's an enormously high turnover rate, as well as, some studies suggest, suggested very low engagement rate.[00:40:06] And I was wondering if you were aware of any progress or any meaningful innovations or any changes, in recent years on those two fronts.[00:40:15] Ron: Hi Tim. To answer your question on, on evolutions of the, great part about some of the technology that we're talking about, that there are ways to survey teams more quickly. So there's, apps like butterfly that where you can, you're in constant contact of how, how are you feeling today?[00:40:34] Kind of on a, on a scale of different faces or on numbers. How are let's check in with you about how [00:40:42] you're feeling, which is a really important, component to emotional leadership today, emotional intelligence. So you're, kind of constant checking in and, feeling connected, but I think , more importantly than anything that the quality and the intent of retail leadership today at the store level specifically, but at the multi-store space that all of us today in any kind of retail leadership that touches store teams and has influence on that experience, it is really our responsibility to do that in a way that is more emotionally, engaged than ever before.[00:41:20] And I think the idea of store visits that are checklist of numbers and. Store operations and audits and things that seem very tactical are really a thing of the past. And today I just, I was in stores all week. And what I did was spend time on the floor, talking to the teams, engaging with customers side by [00:41:42] side, learning how they're, how they feel learning, how they're experiencing the math challenge of week two and what it all means.[00:41:52] And that actually goes a really long way to engaging with those teams and say, I really appreciate that. Ron spent the day on the floor with selling with us today, and [00:42:01] I was able to ask questions and I was able to get solutions and hear what's happening at the company today. We just have to be closer than we've ever been before to what's really happening face-to-face with the customer and we have to listen and learn and act and engage and be curious more than ever before. And that's, that's what will change our industry. And that's how teams are repaying. And you, you learn, I come back to the office today with armed, with so much information about spending the week on the sales floor and about how people really feel.[00:42:37] And I can pretty much guarantee that those people I engage with [00:42:42] are happy that someone listened to them this week. I hope that answers your question.[00:42:48] Tim Tang: I think that's an interesting perspective, I mean that it's, if I'm hearing you correctly, it's the idea of using that customer feedback. That's kind of a motivator for the employees and you mean something to be celebrated, something to be highlighted, but it's, that kind of, positive feedback to get encouraged more out of the employee base.[00:43:06] Ron: Yeah. I actually think the employee feedback is more important than customer feedback sometimes. So that's the first thing that I would ask is how do you feel, how was your experience working here right now? How you feel having the math conversation it's uncomfortable. Let's do this together so that you can feel more comfortable when someone comes in and, wants to have a more difficult conversation.[00:43:27] So their feedback about their experience as an employee drives the customer experience that drives the business. And that's, why I would talk about surveys or being really close to them. That's what's going to change the game [00:43:39] Brandon: That ties back, Ron [00:43:42] to outstanding employee experience, customer experience. And you, you can say once that the, this empowered customer who has access to data to other brands and social media channels picked up once at the head of them and really personalize things.[00:44:05] Ricardo: That's a pretty impressive approach. And I say that Ron because listening to you describe how you've gone and collected that feedback on the floor reminds me of many retailer conversations that I had in years past and Tim may even remember some of these as in full disclosure for the audience, here Tim, and I used to work together.[00:44:26] And he may remember that being in some retailer meetings where we would ask them the question. When was the last time you were walked your store floor and understood both your customer and employee experience? And there, I think too many times that I remember being met with blank faces, when asking that [00:44:42] question?[00:44:42] And I always thought to myself, wondering how could they not have had a response for that? How could we be in a room full of retail executives that didn't have an immediate answer as to not only when was the last time they did this, what kind of feedback did they get? I would expect this is something you should know, because you're not going to be able to improve on your associates environment.[00:45:01] You're not going to be able to improve on that customer experience without ongoing feedback. And I don't think it's sufficient to claim that the feedback process could just be asking customers to fill out a response form and an email post-transaction or asking employees to do the same thing at the end of their Workday.[00:45:19] So please go in and fill out this survey form, but tell us how the day went. You really want to get that direct one-on-one feedback to really understand exactly how things are going. [00:45:29] Ron: And I would just add the store teams know that. And when decisions are made in the C-suite by people who have not spent time in stores and it impacts them, that's where [00:45:42] the problem lies is in the turnover happens because the responses will, did they not understand what we do every day? How hard this is the conversations that we have to have, and the workload that happens every day in brick and mortar stores. There's an assumption that people that sit in our leadership chairs don't understand that. And if you can demonstrate your at least willingness to show up and listen, you may not be able to solve every problem. If you use just show up and you say hello, I went to Greenwich the other day and some new team members.[00:46:14] And just to be able to sit in the morning, have a coffee, listen, where did you work before? I'll like, that will keep them going for months. And it was very little effort on my part and a huge return. And that's what all of us in leadership, we have to do that more. And particularly today, they're in a very difficult situation of being customer engaging.[00:46:37] Not only last year, it's still hard today. And that's why I just [00:46:42] encourage everyone be as close as you can, to the people doing the work technology aside. The human conversation goes a really long way. [00:46:49] Shish: Yeah. That's the great point also from the employee perspective, one of the things I'm looking at is, stores are putting more emphasis on customer engagement and employee spending more time with customers versus doing mundane jobs. And that's another transformation I'm seeing where automation comes in.[00:47:09] A very common example that I'm seeing in terms of automation is, on-shelf availability where almost every retailer is. Automating that in the past, it was, employees going round and making sure that the products are on shelf. And today they're looking at cameras and sensors to do that job so that the store associates can spend that time engaging with customers rather than doing that.[00:47:35] Ricardo: Yeah, that is absolutely an interesting point. And we could probably another room just on that topic alone and [00:47:42] going through the reality versus perceptions, right, automation, AI, and machine learning. What does that mean for other jobs? Whether we're talking about frontline staff or other roles within a retail organization, where's the balance you can draw between those areas.[00:48:00] So thanks Tim . That was a great, topic to touch on.[00:48:02] Question from Jeff Sward[00:48:02] Ricardo: Jeff, What was your question or comment for us and welcome to the stage. [00:48:06] Jeff Sward: Actually, the last conversation is going to be a perfect segue for my question, which is how does the frontline associates become, more useful, I guess, in helping the whole company understand the why of best sellers and worst sellers. Ron was describing these great interactions between sellers and customers that are data-driven about past history and prior purchases. So when the customer buys something, the system captures all the hard information, but it doesn't capture is the [00:48:42] why, why was something that bestseller, why was something a worst seller. Nobody sets out and puts worst sellers in the stores to begin with. So what happens? [00:48:53] Brandon: It's a great question. And I think that that's where it'd be social selling aspect comes in, that the sentiments could be the emotional multisensory sentiments through Instagram and Twitter and other feedback loop that retailers will receive from the customers. And it's not captured within the transactional systems, ERP systems, et cetera, social commerce, digital marketing is where that system lies.[00:49:18] So I think it's a very complex challenge to capture all the emotional sentiment, but that might be a place to start.[00:49:24] Shish: I totally agree. I think it's a data challenge. Many of the retailers that I work with, look at the other influencing data factors that will tell them why something a best seller. And this could be anything from the demographics around the store and the correlation of a certain [00:49:42] product or plan with that demographic, being the cause, it could be something going viral on the internet.[00:49:49] It could be other factors and influences that make something a best seller. And a lot of times is the inference models that they build from the combinations of data. And that typically is one of the approaches that many retailers use. [00:50:05] Ron: Yeah. And it's Ron. I would just add, I think again, Jeff, the more we can engage with the sales teams that are selling the product the better. So there's definitely feedback that can come through customers on social, or maybe it's live selling and you can capture information via chat.[00:50:22] There's a lot of ways to learn, but my office that's right out in front of, the design team for our own private label at intermix. And, you know, I spend a lot of time with them about this is what I've seen. This is what I've heard. Let's bring a team of New York stylist to the office and give you feedback from sketch review.[00:50:41] Like I [00:50:42] I'm, we're doing walkthroughs on sketches before they even become samples before fit before production. Like we stayed so close to it every step of the way so that we try to minimize the risks and the misses. I recognize that that's a small business compared to many people on this phone, but it's important that at every and every part that we've listened and we've learned and we've acted accordingly. , and I think the benefit from that is enormous.[00:51:11] Jeff Sward: Great, thanks, Ron. [00:51:12] Ricardo: Thanks, Jeff. For that question - good discussion topic, [00:51:16] Question from Amanda Fetch[00:51:16] Ricardo: Amanda, what is your question or comment for us? [00:51:19] Amanda Fetch: Yeah. Hello, thank you so much for the opportunity to join the stage. I know that the wave of the future has been to the point of the topic of the room, the future of frontline staff and how that's been sort of disappearing. We had, for example, Amazon Go in Rock Center where there is nobody to basically check you out. And, how now we have tech companies pivoting off of Amazon, like Facebook, [00:51:42] who is looking to have the live shopping Fridays and things like that.[00:51:45] Where again, it's not totally eliminating what we want to call a checkout. There's a human being involved, but again, it's online. So you still have the tech aspects, but so what I wanted to present to the panel and hear your thoughts on is what about, the customer of, for example, a Lulu lemon where their core is assisting the customer, what they like to call was more educating their customer on the fabrics and on the brand of things of that nature.[00:52:10] So I'm curious to hear your thoughts on companies like that. As the world's going to this really tech and to the point of the room, you know, future front Line staff.[00:52:18] If they start disappearing, what happens to companies or retailers like Lulu lemon, will they survive if we start seeing less and less of these, how do you see companies like that weathering this sort of tech storm that's coming on the horizon there? [00:52:33] Ricardo: Thank you for bringing up this topic. Where are we headed in the reality of more automation versus human interaction the [00:52:42] way frontline staff operationally works in a store as well as interacts with customers, as well as what's the customer preference going to be.[00:52:49] If we think about our consumers and what they expect when they come to the store. I think a lot of this depends on what the brand relationship is with the consumer I would argue that, for a Lululemon there is a consumer expectation that when they come to the store, they know they can count on the staff there.[00:53:05] Would that same customer have a similar expectation if they knew that they were going to be greeted by some kind of AI or a bot or some other automated process instead of a human being, I don't know that that would meet the customer's satisfaction for a brand like Lululemon.[00:53:21] I think that becomes a differentiator. So while there could be a discussion in a board room at Lulu lemon that says. You know, is our labor costs getting too high? Do we need to balance our a rising labor costs with some form of automation to handle certain customer interactions? I think they're going to conclude that they can't just [00:53:42] ignore this aspect.[00:53:43] I think that the filter you can apply to this is to say, is the brand relationship purely transactional.[00:53:49] If it is, then chances are a lot of that relationship could be replaced with automation, and to the retailer that's probably a cost saving exercise at some level. If that relationship is not purely transactional, if it's really based on what I think everybody on the stage would define as a real brand relationship where there's an emotional connection for the customer.[00:54:10] I personally don't believe that those relationships can be easily replaced with automation in that way. I think it requires a person to be involved, and I think it's required from the customer's point of view, but would younger generations be more okay with the thought of being greeted by some form of AI or automation rather than a human being versus an older generation?[00:54:33] I don't know that I can predict. But I think that would just be another interesting way to look at. [00:54:38] Jeff: I love that question so much because, I get asked all the [00:54:42] time is, so what is retail doing? Literally they're doing everything at all all the same time. So when I start thinking about, the role of automation and AI, there's clearly going to be a very significant chunk of retail that is going to embrace that. And there's going to be clearly another chunk of retail that's not. It's going to be high touch, high experience. And the best example I can point to right now is in an in and out burger, in and out burger has always paid well above market rate for, for really fast food jobs. And people go there. Me included, literally go by far cheaper solutions and sit in pretty darn long lines because we want that experience.[00:55:16] And I love the fact that people like that experience. And I love the fact that a retailer has created an opportunity for fast food workers to actually become, real career opportunities and a whole lot of people that are going to be running companies in 10 or 15 or 20 years really got their start there under that training.[00:55:32] So the answer is, we're going to see it's going to be the future is going to be all of the above. The key thing is what do people want and what do people want from their [00:55:42] retail experience. That's also going to be the big driver. So if, if all of a sudden the next three or four years people say, you know, I like the human touch. I don't want to be greeted by an AI. Retailers will respond. I think there clearly will be a lot more automation and there's clearly going to be a lot more people involved.[00:55:58] Ron: I definitely agree with, Jeff. I think it will depend on the business, but I would say today where we sit in the way the client is behaving, that her expectation of engagement and the time spent in the store and the amount of energy that goes into these very human interactions has never been higher.[00:56:18] And that may be a surge of, having spent 18 months online and really craving that human interaction. But I don't think it's going to completely pendulum swing the other way. I think there will always be a need for great human engaged selling, educational, retail. And for me that, that the best version of that, not just [00:56:42] in luxury will be the ones that kind of set the bar for
INTRODUCTION:The Ramble by the River podcast is hosted by none other than Jeff Nesbitt!!! Jeff has been podcasting for quite some time and he brings a unique passion and flavor to the table that I resonate quite well with. In this interview we talk about how Jeff got kicked out of church for getting a divorce, how hypnosis plays into church services, male body image issues and Jeff's mushroom experiment in the Crack Shack. INCLUDED IN THIS EPISODE (But not limited to):· Jeff's Recount Of Getting Kicked Out Of Church For Getting A Divorce· The Inspiration Behind The Ramble By The River Podcast· The Value Of Podcasting· Why It Is Important To Separate God From The Church· How Hypnosis Plays Into Church Services · The Pandemic And Maintaining Connections · Male Body Image Issues· The Family Gratitude List· The Marshmallow Test · Jeff's Mushroom Experiment In The Crack Shack CONNECT WITH JEFF:Website & Podcast: https://ramblebytheriver.captivate.fmFacebook: https://www.facebook.com/jeff.nesbitt.9619/Twitter: https://twitter.com/rambleriverpodInstagram: https://www.instagram.com/ramblebytheriver/ DE'VANNON'S RECOMMENDATIONS:· Pray Away Documentary (NETFLIX) - https://www.netflix.com/title/81040370 - TRAILER: https://www.youtube.com/watch?v=tk_CqGVfxEs SDJ MEMBERSHIP (FULL EPISODES):· $2.99 per month.· Donate any amount for 30 days of access.· $25 per year.https://www.sexdrugsandjesus.com/membership-account/membership-levels/ Jeff Nesbitt [00:00:00] You're listening to the sex drugs and Jesus podcast, where we discuss whatever the fuck we want to. And yes, we can put sex and drugs and Jesus all in the same bed and still be all right. At the end of the day, my name is De'Vannon and I'll be interviewing guests from every corner of this world. As we dig into topics that are too risky for the morning show, as we strive to help you understand what's really going on in your.There was nothing on the table and we've got a lot to talk about. So let's dive right into this episode.Jeff: Ramble by the river podcast is hosted by none other than Jeff Nesbitt. Jeff has been podcasting for quite some time. Now when he brings a unique passion and flavor to the table that I personally resonate well with. You all will too. And this interview, we're going to talk about how Jeff got kicked out of his church for getting a divorce, how hypnosis plays into church services, male body image issues, and [00:01:00] Jeff's mushroom experiment in the crack shack.Y'all that right? There was a hoop and is totally worth sticking around to listen, to enjoy the show.De'Vannon: Jeff, thank you so damn much for coming on to the sex drugs and Jesus podcast.Today. I say that with my church finger up, like the ushers would have in church on a Sunday morning. It is so glad to have you. How are you doing my friend? Jeff: I'm doing fantastic. Thank you so much for having. De'Vannon: Well, of course, it's only the polite thing to do, and I am a Southern Belle. You know, you had me on your show and, and of course I would have you upon mine.I wouldn't dream of having it any other way. And I'm perfect. Now your show is called ramble by the river. And I want you to tell us where you came up with that name, [00:02:00] the flow of your show and why you were inspired to call it that. Jeff: All right. So yeah, first of all, thank you so much for having me on the show.It's been a pleasure already, and I think it's going to be a good episode. And I had you on my show last week, because as you mentioned, and it was really fun. So my show ramble by the river has been going out since January of 2021. And it started because I have a job where I spent very much of my time by myself, and I really enjoy connecting with people. It wasn't something I was getting in my day-to-day life and I started to miss it and I really just needed that connection.So I started trying to pursue different avenues of creativity, like. Just music was one of them. And just trying to find what was going to bring me some kind of satisfaction. And I've, I've been listening to podcasts pretty often since around 2015. And by pretty often, I mean like [00:03:00] every day for several hours, because I'm driving all the time and by myself, so you can really click in and engage to some content when it's just you and nothing else.And so, yeah, I ended up getting my favorite podcasts, which I'll shout them out right now, or the king of the staying with Brendan Shaw and Theo Vaughn at one that one's great. Feel Von is in general. Very good. He's got another one called this past weekend. He's a comedian from California. He's actually from Covington, Louisiana.So he's down there from where, from where you're at.He's let's see who else we get. Aubrey Marcus podcast is one that I like a lot. He's he's pretty cool. Joe Rogan obviously is like the godfather of podcasting, mark Marin, just, you know, the classics. And so I would basically felt like I built these relationships with these content creators who I already mostly knew through traditional media forms, like TV shows, movies, things like that, a lot of standup comedians.[00:04:00] And I just really started to like, the medium podcasting is different than anything else because it's long form. And I got so used to trying to communicate. Who I was through 140 characters or through a picture or through one Facebook post and especially in a climate of everybody, just bitching constantly about what other people post on social media.So I just felt very self-conscious because no matter what you post on those short form platforms, you're going to be misinterpreted by somebody. If it's worth even reading in the first place. If it's, if it's just boring as fuck in the first place, no one even cares. You're not even going to get any traction on it.And then if you're a little provocative to try to get a little bit more attention, then you're going to hurt somebody's feelings or piss somebody off, or create a disagreement with somebody. And it's just not a good way to communicate. It's not effective. It doesn't create that sense of community that we're all looking for and that we all need.It does actually quite the opposite. It [00:05:00] creates division and polarization and increases some of the tribalism that is causing havoc in our political system today. So I didn't want any part of that. And I really, I really have never liked social media. So it's, I mean, I like the idea of it. I liked it back in the very beginning days, like 2007, when it was like almost anonymous and it wasn't all talking to other platforms before Twitter and Facebook and Instagram all connected.It seemed better to me, but I digress. I didn't like those forms as a way to express who I am. And in this digital world, you have to do that. That's where we're living now. Especially during the pandemic, we are essentially living in a simulation. We're getting in, we're jacking into the system every day.We're going to work through our computers. We are living digital. And I wanted to do that in a form that could actually capture the most accurate representation of who I really am. [00:06:00] And I think that's podcasting because it's just a, it's a, it's a time capsule of your thoughts and opinions of that moment, because it's not always researched fully.It's not always supported with evidence. I like them to be ideally they will be, but a lot of the time it's just raw. It's emotional stuff. Just pouring out of you and anybody can do that once you open the tap and just try not to feel super vulnerable, it's, it's pretty therapeutic.So after that I was like, all right, I'm going to start a podcast. And Buddy who lived right down the road. I grew up with also named Jeff and I'm not, and hit him and me both kind of battle with depression. So it's something we've dealt with since like middle school. And we've been friends for a very, very long time and we both deal with it and we recognize that each other.So we've kind of talked with each other about it that entire time. And so [00:07:00] winter time, as most people who struggle with depression know winter time is the rough time. That's when stuff starts to get harder and you have to work a lot harder to stay. Just keep your head above water. It's dark, it's cold.It's wet. It's just like, it's a wet blanket on your soul, a Pacific Northwest winter. So we're like, let's start a podcast. Jeff and Jeff Inc. And which is like our pretend fake company that we started in fourth grade. So we started getting stuff together and he's a fishermen commercial fishermen. So pretty quickly he was, he was having to go work.And so I was out here building the studio and I did, I, the majority of it by myself, I painted this mural, I, which wraps all the way around the room. And I. Put in quite a few hours on the studio and it came together and I was like, well, [00:08:00] shit. Now I have a podcast studio. I better start a podcast. So I started workshopping names and I just keep a list in my phone.Every time I would think of one or something clever came up, I'd put it in the phone. And by the time I had around 50 names, I thought, okay, one of these has to work and I had a hell of a time picking because I wanted something that was memorable, but also kind of fit the style is just like, it's tough.So you, you also have a really good name by the way. I meant to compliment you on that. Yeah. So ramble by the river came from, I wanted to use the word ramble just cause I think it's a catchy word and I was like that song ramble and man, and I think it's the, all my brothers, I don't know. We'll get a copyright infringement if we sing it.But Yeah, from there, I buy a river, I tried it out and I liked the logos and I went with it. Plus I always kind of felt like this is my training wheels into the world of podcasting [00:09:00] because I, when I started, I didn't know how to podcast, I just started. And so I set a goal of accomplishing 50 interviews in the first year, and I needed a show to do that with, so that's how ramble by the river was born.De'Vannon: And so it is, I'm so glad that you gave birth to it. I bet you looked great when you were preggers.And so I I love everything that you said, and I, I feel like that even though like the guests that come on, a lot of our shows that may not have. Have like a, I want to be like a doctor, have some sort of acronym behind their name to necessarily justify their experience. I feel like that the guests experience is the most justifiable of all, because a person's lived experience to me, outweighs a PhD or an MD [00:10:00] or anything like that.And so for somebody to come on my show, I don't care if they have, you know, you know, a PhD or anything like that, they have to have had, you know, gone through something themselves, at least, you know, especially like from episode nine, moving forward, because that's when I took over, you know, production and recruiting and everything myself.And so because that's what I want to know about, you know, that's, my audience is trying to hear, you know, know, you know, which one did you go for? We need, we need to hear about that because people will. When they people feel like they can relate to a person, you know, then they will listen to them. And it's easy to relate to somebody who's been divorced.Who's been kicked out of church. Who've been slapped across the face, or who's had the whip of bitch ass at some point, you know, it check all Jeff: those boxes. De'Vannon: Right. And so, as opposed to somebody with a PhD, because less people [00:11:00] have PhDs than do, but Mo everybody has had a bad day, you know, or has gone through a terrible experience or has, you know, a little skeleton tap dancing in their closet.They may not want somebody to know about, you know, or hadn't learned exactly how to kill that bitch yet, or just let him out so he can just twirl for fuck's sake. And so that, and then I'll also like, like he referred to podcasts as a time capsule. I agree. I felt like every episode we record. When we write blogs books, we keep a website, you know, those things that write music and things like that, you know, those intangible electronic things will outlive us, you know?And so once we you know, as long as the earth remains, you know, these platforms are going to be here because there's so much money in it. And so much people doing it, you know? You know, so once we're all like dead and spirits floating around doing whatever the fuck [00:12:00] spirits do you know, this work will still be here.So in future generations, when people come along, who is going, going through the same shit, cause everything kind of seems to happen these generation over again, you know, then they'll still be able to hear what we have to say. And our voices will be heard. We are eternal until there is no more earth. And so to agree, that's a great reason to have started your podcast.And I'm glad that you have it. Jeff: Yeah. I mean, you could go to a Tupac concert in 2018 because they recorded his voice. They recorded his, his physical form and, and they're reproducing it digitally. That's that's exactly the same thing. It's just, we're trying to become immortal essentially. De'Vannon: And, and, you know, and I appreciate the transparency because, you know, you didn't go have your personal experiences, which we're about to get into some of those and go, you know, achieve your successes with that, and then go [00:13:00] run off and have your happy, successful life, you know, taking time to talk about that, to help somebody else.That's a huge thing because you know, like in the Bible, you know, Jesus heals those seven lepers, I think it was. And then most of them skipped off, you know, where joystick and seedsman what they had received, but only one came back to give things. And so to me, every episode, you know, you record is a way of giving thanks, you know, for the blessings that you have and everything like that.So I look at it as a project of gratitude. Jeff: That's so exactly what it is. I pray every time I do one of these things before I do it, but I just, I will know what to say. And if I don't know what to say, that it comes off at least as funny so that people can get some benefit out of it. But yeah, I think that a lot of what I do every day is, is practicing gratitude.I love my life and I didn't always love it. And so I appreciate the contrast. Okay. De'Vannon: Absolutely. And we're going to talk about [00:14:00] your your family gratitude list and stuff like that later on. So for now I want to get I want to get more into your history, like with the cherishes, you and I both have an interesting relationship with the church and.This concept of Christianity here in America. Now I know that you were kicked out for some things that happened. I want you to tell her story. Jeff: Yeah, happy to. So kicked out is probably a little bit strong of a term. I don't want to talk down on the church at all or anything, but essentially I had been teaching a Sunday school class for kids for a few years, and I don't want to my own horn, but I was fucking good at it.And so, you know, just showing up every Sunday, just kind of killing it as a Sunday school teacher, the kids love me. I really I was doing the Lord's work and. My marriage was not going great, which, you know, wasn't surprising to anybody, including the pastor who married us, [00:15:00] who subsequently asked me to please not teach Sunday school class anymore because I was getting divorced and he thought it was going to set a bad example for the kids.And I, I disagreed, I still disagree because that was like my church family. And it as even I tried so hard, I was, I was understanding and I just, it hurt my feelings. It really, it really kinda was just like thing, I guess. I, because I had thought that I was providing more value to the church family than just like sending an example of a, what a good marriage looks like.There are other facets of the human experience that I, that I felt like I was still doing. Okay. That one part of my life was falling apart. And I guess that was enough to make me not. Role model. I don't know. It wasn't, I, the justification for it was, was not really my concern. After that point, a lot of people were like, oh, you should have fought that or gone back, but it wasn't, I don't want to [00:16:00] do that.I don't want to force myself into any place. It's like this podcast, if you don't like it, turn it off. I don't care. I'm just trying to be me. But and I have stuff to share. So I that's, I was trying to do that and it didn't work out. So I haven't been back to that church since, but I heard, I hear good things about it.I know it's grown and I hope I wish them the best, but yeah, it was a sad, sad moment. I haven't really found a good church home since then. And that sucks. I like, I think the community is, is crucial and church, whether you're fully onboard with the faith aspects of it or not. It's a really good exercise in, in human connection.I think like even going to church that you don't traditionally follow the religion. It's it's. Interesting experience to put yourself through that. Cause they're weird. De'Vannon: Cause they're weird. Yeah. They're weird. Jeff: If you go into a church and you've never been to church before and they're speaking in tongues or, or they're wearing dresses [00:17:00] and given piece of price, I mean there's some baffling shit going on at church and I grew up with it.So I didn't realize how silly it seems to those who haven't been indoctrinated, but look at it through fresh eyes and you're like, okay, this is all equally baffling, every religion. So it's like, I don't know. I'm, I'm really not critical of people's faith because everybody's just searching for meaning and people find it in different places.De'Vannon: I'm sorry that happened to you, Jeff. And although you, you don't want to talk bad about your church. I will, they can eat a Dick and, and I would extend the middle finger to them. Jeff: That's not Christ-like De'Vannon: no, it isn't, but you know, I'm not a spirit and I'm not Jesus Christ. So I don't, I'm not being Christ like all the time.So I just stepped in the flesh for just a moment. Now I'm back out of the flesh. Jeff: And so I appreciate you sticking up for me. I De'Vannon: won't do it. [00:18:00] I know like, you know, you know, there are people out there who. You know, maybe they don't cuss as much as I do or they won't do, you know, things like what I just did with flipping off churches and what not.And I'm happy to do it for them, you know, because it just needs to be done sometimes. And you know, I'm aware of my spirituality and my power in Christ and the holy ghost and all that. And I'm also very grounded in the fact that I'm still a human and I just, you know, you know, every now and then, you know, a bitch's ass might need to get up and they might need to get flipped out.I flipped out out or something like that. And I'll pray about it later, you know, and then it'll be all right. And so, and I feel great. And so this is a huge thing that I want to take some time that to, to marinade here because. There's many people who've been kicked out of churches. We've only seen a few of the accounts on the news for various reasons.You say kicked out as a strong term. But like when [00:19:00] I was, when I was technically removed from ministry at Lakewood, because they found out that I was LGBTQ and therefore unfit to serve in the adult choir or around children anymore, you know, then nobody specifically said, don't come back to the church, but Jeff, you know, the feeling, once you throw somebody out of something that meant so much to them, like you said, I just wanted to come and share my gifts.You know, there was, you know, and now I can't do that here. You dislike it. It's like getting a divorce. It's like, it's like being married and getting a divorce, but then trying to stay in the same house. Jeff: Yes exactly. It's a De'Vannon: rejection, you know, you're not going to do that. Now. Now the church in their arrogance thinks that Y you, you, you probably can, if not, should just come on back and sit through a service, you know, like nothing's changed, but everything's changed because they made you look like a heretic, [00:20:00] you know, in bad and terrible.And they took one thing that they didn't like, and they let that overshadow all of the great and fabulous things that you had been doing, you know, nevermind your work ethic, consistency, qualifications. And actually, it seems like you were called by God to be doing this. As you said, you were damn good at it.Well, the only way that happens is if the Lord is with you, you know? And so, you know, in terms of like your effectiveness and actually reaching people and connecting, like, it sounds like you were, and so. Humans decided that you have reached a, a stumbling block in your life or at impasse or a rough spot.This is the priority. And this now defines you what fuck them, because they don't get to pick that. But see, this happens to a lot of people. And like you said, you never really found a good church again. You know, it was a [00:21:00] long, long road. Like, I don't know, 10, 15 fucking years before I found what I was comfortable.You know? And again, that sort of break up of is, is catastrophic to somebody, you know, in, in the, not only us, but also people, our friends who have watched us get kicked out of allies, both, both LGBTQ allies were even friends of straight people like yourself. Who've been kicked out. They go, it didn't happen to them, but they're like, look at what you did to my friend.I'm not fucking with churches either. You know? And so. What would you say to people who who have been kicked out of churches before removed from ministries, you know, in the, in the friends and allies of those who have watched this happen to people who they know are good people and could, could not understand why the church was being so antagonistic, Jeff: I would say to try to find God where you can.And like I said before, that does [00:22:00] not look the same to everybody. And God doesn't even mean the same thing to everybody. To me, God means one thing. But to my, like my mom, it means a completely different thing. And so I was raised very. I, I was hesitate when I say I was raised very religiously, but I was, my mom is a very religious woman and she believes completely in the doctrine of the Christian Church and not the Catholic church, which is like the old Christian Church, but like contemporary American Christian Church.And it's where I grew up in a, it was called well, let's see, it was a community church, but. Denominationally. It was kind of like an evangelical, so it was big and showy and the music was everything. And lots of speaking in tongues and it's, so I go back and forth on that. So because of that early exposure to that kind of culture, I am extremely hesitant [00:23:00] to get involved in any kind of group hypno, hypnosis, bullshit.Like everybody puts your hands up or everybody do that. I don't like any of it. I'll barely do the wave at a football game. Like you try to get me to do a chant with hand motions, fuck off. I'm not doing it. You're not hypnotizing me because I understand psychology. That's what's really going on is you're you're engaging in a map mass hypnosis.And so when you do that and you're bonding your consciousness with all the. People in the collective consciousness, under a banner of some kind of greater purpose, it's extremely powerful. And you open yourself up to all kinds of manipulation. And so it's just, that's not to say that every time those tools are used to open your operating system, that doesn't mean that every time that happens it's for malicious means, but it does mean that that's always a possibility.So I'm skeptical. And when they, you know, people are, I love to see people [00:24:00] praising God and worshiping and stuff, but when they bring out the basket of ribbons and the ladies are twirling them and, and your people are speaking in tongues and falling over and stuff, it, I start to really feel uncomfortable.So yeah, I don't know. I, I can appreciate spirituality. And at the same time, I understand that it has a lot of power to control and. Corrupt people. So I'm really skeptical of, of really, really highly emotional groups of people, I guess, is probably the best way to say it. On the other side of that my father was not a highly religious man.He tried really hard, but deep down, he's kind of a thug and kind of at times criminal and just, he was kind of an abused child and he led a very difficult life and he taught me the way of the world was to protect yourself and everybody's out to get you. You've got to learn how to fuck them before they fuck you.And [00:25:00] so I had this strange, just the juxtaposition of the turn, the other cheek mentality coming from my mom where, you know, put yourself last, be humble. The. Be humble, be the servant to the world. And then on my dad's side, it was like, take care of yourself, protect your family, get yours. Don't let somebody make you their bitch, just, you know, get out there and set yourself up for success as a human being.And so those are two very far points from each other on the whole spectrum of existence. And so I landed smack dab in the middle. So I feel like I'm kind of a unique perspective and it definitely shaped the way I see the church. And to get back to your question, but what, the way I would tell a person to handle that situation where they've, they've seen people in the church doing things that they shouldn't have done, or they, somebody they trusted let them down or they're.I mean, [00:26:00] there is always going to be those times because we're all human and we all make mistakes. And as much as we want to think of religious figures as above suspicion, they're fucking not. They're just humans too. And they get into flesh and they like titties and they liked sex and he liked drugs and they like all the same stuff we like.And they honestly, they like stuff. That's a little bit naughty, just like humans. Everybody's a human. So I really try to separate God from the church, from the people in the church, because I think all three of those are very separate and distinct things. So I would, I would just suggest that people look for God somewhere where he is, because he's not in every church.And he is in every, I mean, he's in everything. He is a, is a bad term, but God is everywhere. God is what holds the universe together. And that's what I believe in. I think that if you open your heart and look for God, you can find him in very unexpected. De'Vannon: I concur.[00:27:00] You don't necessarily need a physical building in order to communicate with the Lord.As the Bible says, in my understanding that he is as near as a very air that we breathe. And so there's no need to go searching about, you know, he's already there, it's a matter of your awareness and tapping into his presence. And then I agree, God is not in every church in the sense that his love is not necessarily being expressed there through the people in charge and running, things like that.So Jeff: some, you could feel it and in the building, you can feel it when you're there. Like you can tell when the, like, this group of people is United to help the world. And sometimes this group of people doesn't give a fuck about what's going on outside these walls. De'Vannon: Right in. So, and like, so y'all what Jeff was saying about like hypnosis and stuff like that has to do with.How overwhelming all the different practices and things like that can be from my study of [00:28:00] hypnosis and stuff like that. Basically when you have a whole lot of summit, when you have a whole lot of different shit going on your critical mind, which is only like 12% of the brain, like your subconscious mind is like 88% of it.It's like way more than what you might think. But when you overwhelm the critical mind, you know, you stop being so critical and then you just kind of start accepting a bunch of shit. So when you have the people speaking in tongues and twirling about in the music it's playing and you've already got a whole platform set up and the people are up there on stage.And so though, you're, they're already looking down at you and you're already looking up at them. You don't really have much of a, you know, a critical mind left by the, by the time all that is done. And like he's saying, you're in a state of what is known as hypnosis at that point, when your critical mind has been broken down enough for you to be on the receiving end of stuff, that.Otherwise be more critical of, sometimes it can be used good. And the places where the love of God actually. And sometimes it's not in [00:29:00] places where it isn't and perhaps they might use that to manipulate even all kinds of things, give given money, you know, especially stuff like that. You know, you just, you do have to be careful for, you know, in the falling out, falling out in the quote unquote Ms.Spirit shit. I've been in unfortunate situations before where they're happy. Who like literally tried to put their hand on people and make them lay on the ground. You know, stuff like look, the holy ghost is real. There is a version of that. That's actually authentic, but those free people, people are gifted like that.And the Lord is using them. Them don't even have to touch people. They're going to fall out like that. And the Lord is going to slay somebody in the spirit as it is called it. Ain't going to have to be forced. And then you're not going to have people like I've seen. Making people talk in tongues and telling them to do it, you know, and then dancing in the spirit and stuff like that is real too.But then you've got sister, Sarah who [00:30:00] every damn Sunday at 11 o'clock that she go up and down the aisle, you know, like clockwork, we not talking about that. Bitch has Jeff: got a word again.Of course De'Vannon: she has a fucking word. She always had a damn word.So the Sarah needs to go sit her ass down somewhere because this is Sarah is addicted, is addicted to church and doesn't realize it. And there's so much ego and pride tied up into all of the reasons whyY people. You know, fill the need to do these things. But community, like you said, is a huge part of it. We were going to seek a group of people, no matter what the bucket is, you know, and in your podcasts, I listened to you say how you, you don't have been kind of alone or in life and stuff like that. And yet, you know, now are who you talk, you know, more [00:31:00] about you know, like your connectedness you know, and stuff like that. You haven't, you know, you haven't always felt as so connected in life and your podcast. I was listening to you say how you used to push people away because you thought they would threaten your autonomy. And connected connectedness is so important. Now I hear the importance of it in the things that you say now yet you've experienced so much rejection in life.How have you managed to, to maintain your connection with people during the pandemic is what I'm curious about? Jeff: Well, I think primarily the pandemic especially kind of helped me to realize that prior the priority that needs to be placed on connection. Because like I said before, I was just spending a lot of time by myself and it wasn't fulfilling.And even when cool stuff happens or you see neat stuff or anything, that is like what we think of as a genuine. [00:32:00] Rich experience is just dramatically reduced by being alone. You don't, you don't, it's not the same. You don't form the same kind of memories when you're alone sharing it with another person is important or another group of people or whatever.But yeah, so the podcast really helped me because it gave me an excuse to not only invite somebody to my house, to just talk, but an excuse to ask real questions and to talk about something beyond the weather and which vaccine you got De'Vannon: and on your podcast, I thought it was very bold and very courageous of you to get into body image issues that you've had in the past.You know, a lot of men, especially men who identify as heterosexual, don't just go around, you know, talking about the way they feel about their body, you know? And so. I want you to walk us [00:33:00] through that. Cause you know, the, the issue that you had, you know, with your body, since you were a teen and the way you feel about your your dad bought now.Jeff: Yeah. So body image is, is a big thing for me and it always has been, it started with. When I was real young, I was very proud of my body because I was faster than most kids. I was a little bit bigger than most of the other kids taller. Like I liked, I liked my body a lot. It did well for me. And then around fourth grade, I put on some weight and started not loving my body so much.And at that point I really, it became kind of a, an unhealthy relationship between me and my body. And I, I would think a lot of negative thoughts and just regularly look in the mirror and just pick out all the stuff that I hated and that I would love to change. And I would fantasize about how great life would be if I could just be not quite as choppy or if my skin was a little bit better.[00:34:00] All those versions of me were so much happier and they were beloved by the world and all this things that are just fantasy and. When I hit, you know, later in high school, I started getting in pretty good shape and it, it happened through sports. I was always involved in sports throughout. And, but when you're younger, though, you can, you can be involved in sports and be athletic and still be kinda chubby.It's not that hard just because I didn't know anything about nutrition. And during those years I also developed some pretty unhealthy relationships to food, which I still struggle with. Now I'm a sugar junkie, like crazy. And it's something that I go to when I'm really stressed. Something that I go to when I'm feeling happy and I want to celebrate.It's just like, it's, it's, it's a weird thing because it's something that you do actually need to survive. It's food, but it's sugar in particular is not a, not a necessary ingredient. It's not iodine. Like you don't have to have it to live. So it's, and it's, I mean, that's [00:35:00] debatable, I guess, because of like the glucose, you need to fuel your cells, but you can do that.Ketosis, but that's a whole nother topic, but yeah. So as I got into my college years, I started getting in really, really good shape to where I was very much proud of my body. And from that point on, I really kind of was able to let go of the shame that I had kind of acquired and carried with me since childhood of just not loving myself, of just being afraid to let people see me with my flaws and everything.And I started realizing like, this is who I am. I don't need to sit there and fantasize about changing and wishing I was different because that's wasted energy. This that's, that's not who I am. This is who I am. So I got to love this. And now I really do. And I don't mind having a dad bod, I will, I will say I do wish it was a little bit tighter.I'll tight. I'd like to tighten up a bit, but it's hard to find the time I feel like lately I've been choosing between. Podcasting [00:36:00] family time working out and preparing healthy meals is like extra, but it's, it's hard. It's, there's just so many things to do so many ways to spend your time in this world, but it's definitely important to me.De'Vannon: Well, thank you for sharing that Jeff, you know, these bodies are not going to last forever anyway. And so, you know, I think working on your legacy, you know, with your podcast is spending time with your family, you know, you know, would come before that because you're already doing, you know, making sounds like making healthy meal choices, you know?And so as long as you know, your blood lab results and test results are good in terms of like, and you feel good, you know, in terms of like how everything looks and everything like that. Well, you know, are, you know, I like to. I like to, I really just view us, you know, you know, temporary physical beings. And so, you know, getting spiritually fit [00:37:00] to me is more important than getting physically fit.Now I do work out and I have a gym in my home and everything like that, but, you know, if it comes down to it on any given day you know, I'm going to skip the gym and do some sort of spiritual work instead, you know, if I don't have time because once I die and everything, if I have a six-pack or not, which I don't, but if I, if I did, you know, that ain't gonna, that ain't going to go with me, you know, until the spirit around, whereas my spiritual fitness will, you know, cause how we live in this.Tends to have an impact as I understand that on the next one. And so I agree. Jeff: I think that actually ties right in with the fact that it's all one being. So like, I feel my best personally, when I am physically fit and spiritually fit, but I have been doing the work on both ends. That's when I feel like I've kind of reached my pinnacle and that's a hard, that's a hard place to stay because it, you feel like you can just top all over any direction and it takes so much work just to maintain, [00:38:00] but that's a, that's probably like the peak is when you're, you're feeling good on, on both fronts.De'Vannon: Absolutely. And speaking of your. Of your family. I want you to tell us about how you do your family gratitude list. You know, coming from a history of sobriety and recovery out, that's where I was exposed to gratitude lists. When you recovering from various addictions, they tell you to focus on being thankful.You say Jeff, on your podcasts at what you put your attention into is where your energy goes. And so you try to focus on what you're thankful for and not just you, I believe y'all passed your gratitude list around every day or something like that. So tell us about your family gratitude lists. Jeff: Yeah, so yeah.Gratitude is. One of the most powerful tools for improving your own mental health is especially if you're feeling down or like you've been rejected by society or that you're not getting what's owed to you. It's really easy to fall into those traps, [00:39:00] essentially, a psychological traps that we set for ourselves that are designed to help us to propel ourselves into another stage of life, like in a traditional environment, it would be a good thing.It'd be advantageous for you to feel like maybe you were owed more because that'll lead you to pursue more. But in this world of abundance, that at least I am operating in. I know not everybody is as privileged as, as I have been, but it is really about. Looking towards the future. Do you want to see, and really along the way, being able to look around you and say like, maybe this isn't where I want to end up, but while I'm here, I can definitely appreciate the value in it.And so what my family does is we will send a text. We have a group text that's me and my kids and my wife, and one of us, whoever has the idea. First, we'll send a group text. It just says today, I'm grateful for blank, blank, blank, and give three things. And it [00:40:00] can be anything it can be today. I'm grateful for blue skies pros and you know, a newly paved road, like random stuff.And I'll try to do random stuff so that it gets my kids thinking. That you don't have to just be grateful for your X-Box and the new puppy. You can be grateful for mundane things, and that is almost more powerful sometimes because it helps us to remember that we're always blessed. We're always lucky to be here.It's it's probably the probability of us existing is so small that it's really incredible that we do. So you can be grateful for that. And the psychology behind grateful attitudes is really pronounced. Everybody can understand it kind of implicitly, but when you actually look at the research, it has a huge effect on overall subjective wellbeing, just to recognize the things you're grateful for.De'Vannon: I agree, and it just feels [00:41:00] better, you know, and we all want to feel good. And it's something that changes, you know, in the metaphysical and more. You know, progressive thinking, you know, you know, we talk about like vibrations and things like that. And you know, like how do you focus on negative stuff? And that lowers your vibrations and how this contended to close doors for you in life.Perhaps you won't receive as many blessings because of the negative energy that you can be putting out. You know, when you're focusing on, what's not working as opposed to what is working and gratitude lists helped to reorient us and to not. And be overwhelmed with the negativity because sometimes on bad stuff, does that happen, we can make a really big deal out of them not to take any importance out of it, but then we can make it such a big deal that we lose sight on the fact that there is still good stuff going on in.So I love what y'all are doing with the [00:42:00] gratitude with, because it'd be pretty, you know, hard to let that, for that to happen. When each and every day you reminding yourself of, of the life that you have in your life. Jeff: Yeah. And sometimes it's real work. So when things are going badly and kind of, you don't realize it all the time, but you almost like it.You almost want to let it play out. So if you're having a bad morning and you know, there was ice on your windshield and the car wouldn't start and, you know, there was traffic and all this stuff, you're just, you're in that I'm in a shitty mood zone. And then you get a message on your phone from your daughter that says today, I'm grateful for clean school bus.You know, puppy dogs and jolly ranchers it, you have to respond to that with love. You. Can't just be like, oh yeah, well, I'm grateful that I don't have to be that. I don't know. I'm, I'm grateful for the ravages of old age. So I don't have to endure this life much longer. You can't do that. You have to respond to it, love it.And then all of a sudden [00:43:00] bang you're back in that gratefulness mindset. So doing it on a daily basis, it's not always just, you know, fluffy, good feelings. It's sometimes it's actual work and that's the times when it's the most meaningful. De'Vannon: And you said it another way in your podcast when, and you tied it into like how somebody maybe offended you and you had a choice and they apologize to, you know, let it go and move on or to follow the negativity, which is what you were saying.Like, if you're having a bad day and somebody counters that with positivity or you. Take the positive path that they're offering you or somebody that's offended you the apology, or are you going to press for, with the negativity and you sent the pick of the choice, that's going to lead to the best result for you not to pick the choice it's going to make you feel the best just in the next few moments.And so can you speak to us how the D the temptation of the shortsightedness to, why would we want to use it? [00:44:00] And you, you kind of already said it, you know, sometimes we want to chase the negative. Why have we become addicted to it? Is it doesn't then it's a long, that is what we're more accustomed to than being positive.What's Jeff: the temptation. Well, I think on a few different levels, you can think about it. So have you ever heard of the Mo the marshmallow test? This is a study that they did. I mean, they've done it since the fifties, I think, but they take children who are notoriously poor at self-regulation. So they, they would love to prefer immediate gratification over.Prolonging gratification for an extended benefit. So in this test, they, they sit the kids down. The kids can be anywhere from, I don't know, three or four to 10, actually, it doesn't matter. You can do it with adults, but it wouldn't be as interesting. And they say, here you go. Here's one marshmallow. And they plop a marshmallow down on the table in front of them and they say, we're going to leave the room and we're going to be gone for just a couple of minutes.And when we come back, If you have been able, if you have left the [00:45:00] marshmallow here, we're going to give you two marshmallows. You're allowed to eat the marshmallow while we're gone. If you, if you eat it, then you don't get the second marshmallow. But if you can wait, we'll give you two. And then they, they leave the room and the kid is in there by themselves, looking at the marshmallow and they film the kid.And so you get to see them. Some of the kids will cover their eyes. Some of the kids will pick it up and stare at it. Some of the kids will like cover their mouth and just, they do all kinds of like physical behaviors to express this desire that they're having internally to eat that marshmallow. And so like very few of the kids are able to hold off for the whole five minutes and get a second marshmallow.And they have found that the ones that do the ones that are able to delay gratification, go on to have a lot more success as adults in later life. And so I think that that is that little phenomena right there. Extend what, what, how we think about ourselves? Because in that specific circumstance that you just mentioned, where [00:46:00] you've just gotten into a fight, say it's with your spouse or somebody who you're close to and you you're mad.You're like, you're all, you're in the flesh. You're mad. Your emotions are wild and you have a choice because, okay, let's say they've apologized and they're trying to resolve it. They're not mad anymore. But you were in, you were the one who was in the right. So you won the fight. So you feel like you kind of are justified in staying mad a little longer.Then you have that choice. Do I just let it resolve and get over it or do I, you know, punish them a little bit? Let, let them know that I'm still mad and you have to kind of zoom out from your own experience of that moment and realize like, what are the consequences of both of those decisions? What are the consequences of staying mad and punishing this person?Well, it's going to continue the fight. It could hurt them enough to where then they're going to feel like they need to come back at me. It's going to just continue conflict. And it's going to continue this feeling of discomfort that I have because anger is not a pleasant feeling. And [00:47:00] it's, it's something that you should want to get rid of.But for some reason we kind of like it. And so, or you can have the choice of humbling yourself and, you know, ending, ending the conflict. But that feeling is not great either, because then we have this weird thing of like, Discontinuity. If that's the right word where you, you almost, as a person, you want your consciousness to feel like we're making smooth transitions from feeling to feeling in moments a moment so that we, because that's how we narrativize our existence.And it doesn't feel right when you just cut off that anger and say like, I'm not going to engage in this. I'm moving on, forgive and forget done over. And so it's tough. And like, everybody is different. I'm pretty quick to forgive. Once I decide it's over, I'm just, I let it go, but that's not going to happen for everybody.And it takes some practices. De'Vannon: It does say practice and sometimes counseling. I used to be very vindictive like that. You know, somebody did meet something, especially, especially like significant other, oh, [00:48:00] hail now, you know, it was going to be some shit, you know, until I said it wasn't going to be some shit and that was going to be hell to pay.But you know what, that, that gives us power over people. You know, when we feel like we have, when they, when they've heard us and then they, then people that have heard us before and we may need additional healing and stuff like that. But over time and through, you know, counseling and, you know, studying hypnotherapy myself and everything, which you, a lot of things you say, come, come directly out of the hypnotherapy school that who, you know, that I not saying you learned it from them or, you know, but I'm saying the, the, the knowledge process, you know, intersects with mine, you know, on many different levels.And it's absolutely fascinating. Oh, the Jeff: psychology background. De'Vannon: Okay. That's why then probably because hitting the therapist worked with you know, some running hand in tandem with a psych psychology psychologist. Do you have a psychology degree? Jeff: Yeah, I do. I do. Yeah. I studied it for five years. [00:49:00] I took the long way around undergrad.I studied all kinds of stuff. I just really enjoyed college. And so it took me five years and got the psychology degree and didn't really have the ambition to pursue an academic career. It just seemed like a kind of a hard route.De'Vannon: Okay. That's good stuff, man. Okay, so let's switch gears so you can talk about drugs, some drugs, man. And and we're going to talk about, we're going to kind of close the shout with your mushroom experiment that you did and the crack shack that I really want to hear all the juicy details of. But since we're talking about drugs, I want to take a moment to talk about what's going on in Portland, since you reside, not far from that area, you know, they legalized, well, they decriminalized all drugs.They're like back in February, meaning that they won't throw you in jail for it. They're not saying it's a great idea, but they're saying you shouldn't go to jail for it. I [00:50:00] agree with that. Everybody seems to be doing well and doing happy, but I want to hear your thoughts on it, especially since you live right there.Jeff: Yeah, sure. So, well, first of all, the whole strategy of drug decriminalization, it gets a lot of press. And I think a lot of people don't fully understand it in context because it's, it's, people are very reactionary about it and it's very taboo and we have all, anyone in our generation has been brought up during the drug war.And so, I mean, we're at war, that's the enemy. We're not going to decriminalize the enemy, but it's, it's fallacy. The drugs are not entities, their tools and their chemical tools that do a very specific things. And it's okay to take advantage of those tools under the right circumstances, the problems come about when people are not educated or when people don't understand what they're doing, or they don't know the history of what they're dealing with or just, I mean, there are so many possible pitfalls, which are the [00:51:00] re, which is the reason why we need to have good education about the subject and the idea that we are.Millions of people. I don't know how many people, a lot of people in prison for these nonviolent drug offenses just baffles me because it seems like such a waste of money. I don't, I'm sure a quick Google would probably reveal the number, but it's gotta be a lot of money per day, per inmate. And when these people were just trying to do something that just made them feel a little less shitty, that seems like a bad system to me.And obviously there are potential threats to assist them that doesn't have criminal penalties for drug offenses, but I think it could be designed in a way that really helps society instead of hurts society and could save a lot of money. Really, my whole, my main motivation for like taking this opinion is fiscal.I think that the idea of, of housing that many people for something that. Just, we're not, they're not protecting and they're not protecting society from these people. They're [00:52:00] punishing these people for doing something that was only meant to affect them. Now that's just for individual users to say the same about cartels and people who are managing massive drug rings and you know, basically black market stuff.That's, that's different. And that's, that is criminal because it's spreading around to other people. And I don't know, I think regulating that would eliminate that problem and create a regulated industry. Much like has happened in the states where marijuana has been legalized. I used to have to get into the car with strangers to go buy weed.I sat the meat, scuzzy, dirty people in Walmart, parking lots, get in the car, go down the road, all of the stuff. I don't want to do that shit. Nobody should have to, especially not as a teenager, like the, this it's dangerous. And in the world we live in now. Young people don't have to do that. Obviously teenagers shouldn't be doing any drugs, period.That was a joke, but I was doing them when I was a teenager. I was making bad choices and it's because I didn't [00:53:00] have education about what I was getting into education would be a huge step towards creating a system that actually works. And I think the one that we are operating in now, doesn't because people are still getting high and not always in a safe environment and not always under safe circumstances.And I think there could be a lot more just benefits extracted from the system rather than nothing but drawbacks. De'Vannon: Yeah. I've gotten in the car with my fair share of scuzzy, dirty people to go get crack and meth and you know, and everything else. I thank God that I'm still alive because I mean, it was bad.I would just find any like random person, like in the hood. At some point you can, especially since I used to be a drug dealer and a heavy user, I could tell who's getting high and who isn't. So all you gotta do is go down the street and you. That bitch knows where to find some shit and they ain't got shit to do anyway.So all you gotta do. And every time they'll get that, just getting in the [00:54:00] car, I think one person, maybe one night didn't, but other than that, a hundred percent of the time. So I'm all for illegal legalization tax that if you will, I don't give a damn, we should all be able to go down the fucking drugs or us and just, which is what I used to call my drug business back in the day.And you know, and just get whatever the fuck you need and do go home and leave her. But those fuck alone, Jeff: but it should have labels on it. And we should be able to tell where it was made and we should be able to call somebody if it's bad, or we should be able to not worry about going to jail. If you overdose, like there should be a system in place to protect people.People are going to get high either way. De'Vannon: Yeah. It's not about to stop, you know, but that's just conservative. You know, politicized who politicize that, you know, in the beginning, in the beginning, whoever that president was, I think that that whole war on drugs thing to either get reelected or to stay in, to stay in power with some sort of political gain, it Jeff: was a lot about was [00:55:00] controlling black people and Mexicans, the government knew that.So at least with marijuana, marijuana was highly associated with like jazz musicians and Mexican laborers in the south. And the president at the time, I forget which president it was, but the director of the DEA, I believe was Harry Anslinger. And he was quoted as saying like, we are going to do this to control these minority populations.And then, so they launched this whole misinformation campaign called reefer madness and, you know, convince a lot of people have some really big myths about drugs that are still, you know, pretty persistent to this day. But there's a lot of, a lot of misinformation out there and it's intentional. De'Vannon: It is, but we're going to get the victory over that.I think so. Oh, so tell, tell us about your mushroom experiment back in the crack shack and tell us what the crack shack. Jeff: Sure. So [00:56:00] I grew up in a small town, had a very tight group of friends and just a few miles down from my house. My friend Ronnie lived, and there was a, they had old like garden shed out behind their house that we had converted into like a hangout.I w converted as a strong word. We put a couch in there and it was still just as dirty and gross as before, but we hate like decorated all the walls with Sharpies and stuff. It was, it was like, Exactly what you would picture for a group of high school boys hanging out and mostly just like smoking weed and drinking beer and laughing a lot.And so that was where I spent a lot of my evenings and, you know, junior, senior year of high school and we got pretty interested in drugs. So not only was that kind of like the place I did them. There's also where I went to learn about stuff. He had a computer with good internet access and not a whole lot of adult supervision, which is exactly what I was after.So we were on the Shrew, Marie and [00:57:00] Erowid and all these mushroom sites back in the early two thousands, just when the, the field of psychedelics was still very taboo and still really kind of underground completely there wasn't studies going on at Johns Hopkins at that time, like there is now. And so we're everything is, is amateur.The information is amateurish and you're never sure it's not coming out of universities. You're never sure what to trust. And so I really trusted. My friends more than I should have in my own instincts, more than I should have. So we live in a place where there's a very, very potent strain of psychedelic mushroom called as a residence is Salafi as a residence.And they were first documented around the time I was in high school by a guy named Paul Stamets. And he found that they have a much higher psilocybin content than their close relatives. So we were all pretty stoked about that. And we decided to try to find them and identify them. And we did, and [00:58:00] my friends had all tried them a couple of times already and I had yet, and I decided I was going to go for it.So I showed up ready to go and didn't really know what to expect, but I was just coming at it with an open mind. And my friend handed me one of those red solo cups, stuffed, just packed full of fresh philosophy as a residence, probably between 35 and 40 full mushrooms, which is a lot I don't I don't know how much your listeners are familiar with the dosage for mushrooms, but what's referred to as a heroic dose, we'll take you on the hero's journey.That's usually five grams of dried mushroom material. And again, each species is a little different, so it's not always the same, but this is much, much higher than that. And I had never done it before. So within 20 minutes, my whole body was. Humming, this weird warm feeling where it's like, almost like your [00:59:00] blood turns into a bunch of microscopic canaries.Like they're just fluttering about your veins and you're just feeling different than you've ever felt before. And from there you start to slide and you don't really stop for quite a while. I was listening to this band called built to spill, check them out if, if you're into that stuff. And I remember it because it was such a profound moment that stuck in my head that I've heard the song a few times since and this was again like 15 years ago.I still, it takes me right back to that moment. And I was listening to the, built to spill this song called. It's a good song and all the colors from the Sharpies on the wall with the music where like pulsating, almost like the walls were breathing and super colorful. And then like with the symbol crash at the end, and it's like fading out all the colors just like started running down the walls and bleeding together.And I was like, all right, I think they're working. And then I looked up at the ceiling and it was [01:00:00] covered with spiders and I was afraid of spiders, but for some reason I wasn't feeling real scared at the moment. And that's the last I remember of that section. I know there was probably so much more, but next thing I remember.Standing in the middle of the room and looking like everybody's laughing at me and I'm like standing in the middle of the room and I have no idea what's what's really going on. And I looked at the TV and my face was on a TV and my eyes were bright red. And I thought this was a hallucination, but what had happened was my friends were actually fucking with me and they had hooked up a video camera and put it on me and then connected it to the TV.This was probably super mean. And I sh I would never do this to anybody, but they, they were trying to freak me out and I, I, it worked so I, I was started freaking out a little bit. Yeah, that part was, was scary, but you know, not that big a deal because I was still somewhat connected to [01:01:00] reality. And shortly after that, I, I remember hearing people say, Like leading up to the trip.When you see a door, go through it. When you see a staircase, follow it, like just do whatever the trip wants and open yourself up to possibility. And because if you don't, you're going to have a bad trip. So I took that little too literally. And when I felt the urge to urinate, I was like, just go with it, bro.Do it. This is what the trip wants. It won't, you're not peeing yourself in real life, but I was, and I paid myself in the middle of the room and that's probably the comic relief of the whole story. Because I was there with like a girl that I had just started dating and like didn't really even know her well enough to see me in a Somewhat vegetive state.And she had to change me. She said it was to like trying to change the 200 pound baby. Like it was, it was, it was terrible. But so shortly after I was put into some [01:02:00] fresh clothes, I lost connection with my body completely. And I, I experienced what I refer to as ego death. I could not remember is not even the right word because there's, there was no memory warehouse available, period.My, I, it's not that I just didn't remember who I was. I didn't even know that I was a person. I was just a, an energy field and I was in open space and I was going through different dimensions where sometimes it was all black. Sometimes it was like every color and sound and. Experience I could ever fathom.And other times it was all white and blank and it was just like the deep, deep layers of consciousness of what it means to be alive and to be a human. And I saw nothing. I got deep enough to where I had gone through all of the, the astral plane, [01:03:00] where everything exists in a possibility. And I had penetrated out the other side of that and entered a realm of nothingness.And at that moment, I just, I couldn't believe how Careless. I had been to, to put myself here because at this moment, I didn't know if I was ever coming back. I had lost all concept of time. So it's moment to moment. Every moment is its own. And it's just, it's, it's impossible to put it into words that accurately describe the experience.It's it's, that's why so many people feel driven to pursue it, I think. But yeah, I just, I realized that everything we have is so, so precious and so rare in, in terms of, of all that there is, and can be this, this small shred of existence that we can actually touch and taste and experience and feel and live in, in three dimensions in time.And it's beautiful [01:04:00] and it is the most beautiful thing it's, it's like, it's everything. So I. I don't know, it's just, this is the ultimate knowledge that we're lucky to be here. Just permeated my whole being. And I felt very connected to God and to the universe. And at this point I didn't even care anymore that I wasn't sure if I was a human or a doorknob.I just didn't, it didn't matter. I was just lucky to be experiencing an experience. And so from there it slowly pull me back little by little one, one click at a time, two into, you know, three-dimensional reality and into my timeline. And I slowly learned again, who I was. I remember sitting there with my friend.And this is like eight hours after ingesting the mushrooms so long enough for them to have mostly worn off. But there, I was just kind of buttoned back up and he was like, quizzing me on objects in my life that I would definitely know, [01:05:00] like he was, I, I, for some reason, I remember him asking me about football a lot, cause I was playing football at the time and he was asking me like the different positions and what, what a football was.And I remember being really excited when I remember what football was, because I couldn't have done that a few minutes earlier. And so eventually I reassembled the collection of memories and experiences that I call Jeff Nesbit and got back to live in. De'Vannon: Could you have been, do people overdose on a mushroom that you haven't been stuck in that vegetative state?Jeff: Huh? I highly doubt it. I don't, I've never heard of that happening. And if I think about it, biologically, I think your body would just metabolize the chemicals and transfer them out. So it's in order to be stuck in that state, you would have to have continuous exposure to the chemical. De'Vannon: So there's though I was thinking more in terms of like [01:06:00] brain damage, you know, Jeff: I would not say like physical brain damage, like as if you hit your head or something, but I will say that people with a pre pre
Sean: The question is, should I ticket the stuff I need done? Cause I'm an urgency junkie. Usually when I need it done, I need it done. So I just go through, I go straight to the project managers and I Slack them, just takes my process engineer off. So what do you think about that? Jeff: Yeah, it's a problem. No, it's, it's really the idea of process. And this is really one of the keys because there's a sweet spot basically for defining processes. That we can definitely go zero process is obviously bad kind of a thing, but at the same time, we can go all the way to the other end of the spectrum and sit here and effectively kind of micromanage detail out every single little, Hey, click this button and fill out this form, then do this, this, this, this kind of a thing there. And one, it adds a lot of overhead that obviously people and visionaries, et cetera, kind of gets frustrated with. The other part is it takes out a lot of creativity. So there's like a happy medium in there. And what we look at is, really refer to it as an 80-20 kind of rule that basically there are 20% of the steps in any given process that are going to get you 80% of the value. That's the challenge for a lot of those entrepreneurs because they have their way of doing things. So therefore everybody needs to do it my way, like that's what kills the creativity. And hopefully you're bringing in from your team right there, that what you really need to look at and say, okay, what are, again, that top 20%, what's those key steps that if we do A, B, C, and D, I don't really care how you get from A to B, as long as we've got A and B done. Then we're good kind of a thing. And it's, it's trying to draw that balance and it really differs on every company, on every different process, kind of a thing. So it's always an evolutionary kind of process working through those, but it really, you got to hit that sweet spot because when you start documenting the six inch thick SLP manual for, okay, this is how we open a ticket or fix a bug kind of a thing. Nobody's going to read the thing in the first place, but surely they're not going to follow it. And they're going to be frustrated trying to follow it. And you're going to kill really all your productivity because, I'm spending 90% of my time following this process and documenting all the forms rather than actually doing any work, kind of a thing. So to answer your question yes its a problem, when we go around process, go around staff, et cetera, kind of a thing, but at the same time, That potentially points to another issue of saying, okay, maybe our processes are a little too rigid. Maybe our processes are a little too detailed at that point. Could we bring this up to a higher level? Give our team some of that creativity, some of that and that latitude back because honestly, hopefully they're smart people. They may bring ideas to us to say, Hey, we could actually do this slightly different and be a lot more productive and be a lot faster and we get better results, whatever. But if we've got them so tied down, so rigid to say, okay, you have to do all these little mining steps, then they lose that creativity and that flexibility they're really, it. Honestly, they lose a lot of the enjoyment out of the job at that point. Youtube: https://www.youtube.com/leadershipstack Join our community and ask questions here: from.sean.si/discord Facebook: https://www.facebook.com/leadershipstack
Without question, the last several months have accelerated ecommerce adoption and drastically changed consumer behavior. The entire sales lifecycle from finding a prospect to closing the deal has been turned upside down. Now two key obstacles lie in the path of ecommerce leaders… The first is the more obvious, more discussed problem: How do you operationally and technically need to change to meet your customers' evolving needs? The second key obstacle is not as often addressed, but is equally as important: How do you then communicate to your customers that even in these changing times, you are equipped and ready to meet their new needs? The binding and laminating business doesn’t sound like it would be ripe with insights into answers to both of these questions, but Jeff McRitchie, the VP of eCommerce at Spiral, is here to prove that assumption wrong. Jeff has nearly two decades of experience in the ecommerce and digital space. Just last year, his own company, MyBinding.com, was acquired by Spiral, where he now helps lead ecommerce operations. On this episode of Up Next in Commerce, Jeff explains what it has been like merging his ecommerce business with a more traditional binding company. He shares some of the challenges he faced along the way, and what methods and strategies he’s leaned into to find success. Jeff also discusses tips for building out a winning SEO and content strategy, and how ecommerce is playing a larger role across the entire business, including in customer acquisition and content marketing. Main Takeaways: The Merge: When a primarily ecommerce company merges with a larger more traditional business, there are a lot of balls in the air to create a cohesive and efficient system. Most of the adjustments have to be made on the side of the acquiring company, which needs to learn how to compete in a digital marketplace. That means that education has to be a priority both internally and externally. Use Their Words: Every industry has jargon and industry-speak. It’s easy to fall into the trap of using that language throughout your platforms and channels. Instead, you have to meet customers where they are with their own language, and use the words and phrases they use. This will ensure that your customers feel like you are speaking directly to them and it also helps create more longtail SEO opportunities. Content For Now that Pays Off Later: Some of the most-viewed content you create might be consumed after a customer makes a purchase. On the surface, that might make it seem like content-creation is not a good customer acquisition strategy. On the contrary, it’s actually a critical long-term strategy in the sense that good, useful content is critical for brand awareness and building trust, which customers will remember when they need to buy in the future. For an in-depth look at this episode, check out the full transcript below. Quotes have been edited for clarity and length. --- Up Next in Commerce is brought to you by Salesforce Commerce Cloud. Respond quickly to changing customer needs with flexible Ecommerce connected to marketing, sales, and service. Deliver intelligent commerce experiences your customers can trust, across every channel. Together, we’re ready for what’s next in commerce. Learn more at salesforce.com/commerce --- Transcript: Stephanie: Welcome to another episode of Up Next In Commerce. This is your host, Stephanie Postles. Today on the show, we have Jeff McRitchie, the VP of Ecommerce at Spiral Binding, My Binding and Binding 101. Jeff welcome. Jeff: Thank you. Stephanie: Thanks for coming on the show. I was excited when I was looking through Spiral's background. It looked like you guys started in 1932. Is that right? Jeff: Yeah. I mean, we've been around for a long time. Stephanie: Yeah. I think that'll make for a really fun conversation because I'm sure that the company and you have seen a lot of transformation over the years, so that'll be fun to dive into later. Jeff: For sure. Stephanie: Tell me a bit about Spiral. What is it? How do I think about what you guys do? Jeff: So Spiral is really a company and we've built ourselves around helping people to bind presentations and proposals. We do a little bit of laminating. We do a little bit of other things, but really we focus a lot on binding. We sell the equipment and the supplies for people to be able to bind presentations, proposals, books and training materials. Those are probably the primary things that come out of it. Jeff: We're a niche player in the office products market is one way to think about it. We're an interesting a hybrid of a company because we sell a little bit in B2B, a lot in B2B, a lot in B2C or B2B to C sort of space. Then we also have some really interesting national account sort of business as well. Kind of a little bit of an evolving company, we're a manufacturer and a distributor at the same time. We have lots of different faces which presents some really cool challenges from the standpoint of being in a digital transformation or Ecommerce role. Stephanie: Okay cool. So how long have you been at the company for? Jeff: My story is interesting, actually I'm co founder of a company called My Binding about 17 years ago. Last year we sold to Spiral. I've been with Spiral for just over a year now in this sort of digital transformation role but with My Binding, which was more of a pure play Ecommerce space. We grew and we were the largest sort of binding Ecommerce player in the market. Then all of a sudden we joined forces essentially with Spiral, which was the largest sort of B2B player in the market. Now we're one force together going after the binding and laminating market. Stephanie: Oh, interesting. What was that process like where you had your own company, you guys were selling online and then joining a company that maybe wasn't doing as much of that. What was that process like when it came to incorporating your company into an existing older company? Jeff: There's definitely some upsides. Suddenly you have increased purchasing power, you have more access to talent and capital. Those were amazing things, but the integration side of things is tough. Jeff: I mean, you're trying to merge systems and figure out how everything works together and learn the language of a new company. Some of that stuff is not as easy as it should be, as well as trying to figure out where exactly are they on the landscape of digital transformation and how do you navigate that when... We were pretty much an Ecommerce or digital first organization. That wasn't really their background. Now we're figuring out how do we be both? That's a pretty big challenge actually. Stephanie: Yeah. That sounds really difficult. What does the customer journey look like for Spiral or what did it look like compared to My Binding? Jeff: I guess the best way to think about it would be that in a B2B, B2C sort of Ecommerce experience, we were really building our business around a large number of transactions with a large number of customers, essentially small transactions to a large number of customers. On the more traditional B2B model, the traditional side of the Spiral business would have been around a small number of transactions to really big customers. Which is pretty typical when you look at this idea of traditional B2B and more like an Ecommerce B2B sort of experience. At least a B2B, to C sort of experience. Jeff: That was the really interesting thing is that we were dealing with customers from all over the country that in almost every industry that you can imagine, but most of them were rather small and we are filling specific needs for those customers. That was fine. On the spiral side you were looking and saying, hey, they had deep relationships. Relationships that went back decades, in many cases, with organizations where they were the supplier of choice. They had complex contracts and all those kinds of things. That was never really part of the Ecommerce world. Trying to figure out how do you merge those two together to get the best of both. It's not easy, but it's really fun actually. Stephanie: Yeah. I can imagine it takes a lot of training for their existing customers who are used to those contracts and used to things being done a certain way. How are you maybe going about training the customers who are used to doing things the old way to be like, Hey, we actually can do this online usually. Jeff: Slowly. Stephanie: Any lessons there that someone can take away if they're going through the same thing right now within their org? Jeff: You don't have to do it all at once. Our approach is really to allow customers to interact with us the way they want to interact with us by giving them better options. Really the priorities for this past year have been to try to integrate systems and then upgrade our footprint so that we can allow the company to put its best foot forward. Really starting with the E-comm side and getting everybody on the same platform and then tied into the same systems. Jeff: Now we're actually probably just a couple of months away from launching our brand new B2B E-com experience for the traditional spiral customers. Essentially we have been allowing them to continue to exist and deal with the company in the way that they used to while improving the experience and then bringing the platform up for the entire organization. One of the things about especially B2B commerce is that it gets really complicated as you tie in lots and lots of systems and a lot of interesting rules. Jeff: Customers want to deal with you in the way that they want to deal with you. What we've found is that we have to build specific experiences for our different customer types. That's the approach that we've been taking. I think that's a good approach from the standpoint of, you're not trying to force everybody into the same sort of experience because not everybody wants to deal with it in the same way. As a large organization that sort of deals with these sort of different challenges, we have to answer questions, like, do you display pricing on the front end of your website or is it a login only experience? Jeff: What pricing do you show people or what price pricing do people get and how do you control that and how do you manage that and how do you make sure that that experience is personalized for individuals? Then there's the age old question, which is really challenging in an organization that has multi channels and that is, how do you deal with the channel conflict? Whose customer is that? I guess it depends on who you would ask because everybody thinks that the customer is theirs. Yet ultimately the customer needs to deal with the organization in a way that the customer feels the most comfortable, not in the way that the organization feels most comfortable. Stephanie: Yeah. That makes sense. What kind of legacy or what things did the legacy customers get hung up on the most when you guys are making this transition and trying to show them that a new platform's coming? Is there similar themes of things that they're like, oh, I don't feel comfortable with that, or, I don't want to move because of this? Jeff: I think when it comes to customers, most customers want technology. I mean, they become comfortable. I think that they don't want to lose functionality. That's been probably one of the hardest things is that even if that functionality wasn't the best, they become comfortable with it and they don't really want to lose that. Yes they do want a best in class experience. One of the hard things that we all have to deal with in Ecommerce right now is that the bar has been raised. Jeff: There are people who want more and more features in terms of their online shopping experience. What you find is that you need to be able to roll these things out, but you need to make sure that it doesn't make things harder on those customers, especially long time corporate customers. They are really dependent on these things working smoothly and easily. That's actually one of the hardest challenges in this process has been, okay, well, we've done a lot of cool things for customers over the years. One off, you build a feature on the website just for that one customer. Jeff: Well, trying to then redo that and not lose a substantial amount of functionality for specific customers, especially large customers that you have these really deep relationships with, that's pretty tough. Stephanie: I was actually going to ask that next, when you mentioned that you were personalizing the experience for certain customers to make them feel more comfortable or hearing what they want and trying to incorporate that into the platform, how do you go about picking out what things you should maybe personalize or give to the customer without going down a worm hole of having a personal experience for every customer? Jeff: Ultimately, we're taking an approach of first saying, what's the best in class experience that we could build. What are the things that are going to be the best for all of the customers and then looking and saying, "Hey, can we in our roadmap put in the flexibility to accommodate for these many things that customers have asked for?" Jeff: How could we build this in such a way that we can add that on or this on? I'm not sure that we always nail it just from the standpoint of... It's pretty tough to keep everybody happy. But we're taking the approach of, hey, we can make it substantially better for everybody. It may not be perfect, but it should be a dramatic enough improvement that they'll recognize that we have their best interest in mind. Stephanie: It seems like some of those requests might also fit other customers as well or it might be something where they're like, oh, I actually wanted that and never thought to ask. It could be helpful when it comes to product development on your side, like technology development. Jeff: Yeah, totally. We had a really good team that we used to build out stuff and we're able to iterate fairly quickly. That's the good news because sometimes we miss something and so... But as long as you can respond fairly quickly to a customer's need, it gives you an opportunity to serve them better and to communicate. But the other really important part of this is really getting the account managers and your sales people involved in this process so you get some really good feedback because one of the challenges that we face at least is that sometimes as the E-com department and on the technology side, you don't always get raw feedback. Jeff: Maybe the stuff you're hearing is from the people who are yelling the loudest, not necessarily from the people who are trying to help you. You're not necessarily hearing about the features that are going to make the biggest difference for most number of users. Stephanie: That makes sense. With this whole re-platforming and new tech stack that you're going to be launching what pieces of tech are you most excited about showing to the customer or bringing online that maybe wasn't there before? Jeff: For us it's really about an enhanced user experience. We kind of been a little bit on the old school side on the traditional B2B piece of it. This gives us the ability to provide a really much better experience end to end in terms of transacting with us. Some of the things that we're aiming for, that are harder than I was thinking they would be, would be real time freight quoting. When you're a B2B company and you've got a distribution network across the country, and you're trying to figure out how much that pallet is going to cost to go to this customer. You think, hey that should be super easy. That's like in the Ecommerce world, until you start to realize, well, it's really important that you get that right. You have to first know where all that's going to ship from. Jeff: One of the biggest things is a really deep integration with our ERP so we can understand where the inventory resides and then how much it weighs and the sizes and all those kinds of things so that we can do that on the fly. Because right now we do an add back type thing. We'll tell you what the freight is later. Customers don't like that. Especially not in the Ecommerce world. Getting that upfront, same with sales tax calculation. Right now, a lot of that's done on the backend and people want to know upfront. That means building a system that has management for resale certificates and all of those pieces. Jeff: I need to understand where are you exempted, where you not exempted and what are you exempt from and all of those kinds of things so that I can quote you and tell you what the sales tax is going to be upfront before you place your order. That's another piece of it that we're excited about. Requisition list is another one where people will have their own custom price list in the system where they can quickly order. We're building a system where they can upload an Excel file with all of their items that they want so they can do quick ordering and quick reordering. Jeff: I guess those would be a few of the systems. Like a quote management system to allow people to request pricing on items and then for us to respond to them live and track that inside of our system is another one that we're building. Those are all areas where we're saying, hey, this could really enhance the user's journey and make it a lot easier for them to do business with us. Stephanie: That's great. Yeah that sounds like some great changes. Have you had any customers trying out the platform as beta testers and have you seen any difference when it comes to average order value or anything? Jeff: We're not quite there yet. We finished design and we're in the midst of development at the moment. I would say that that's going to be one of those steps prior to launch. Will be first to have sort of sales associates and account managers jump into the platform and test it for themselves and then to really get especially key customers in the system testing, and then also giving us feedback. What do they love? What did they not like and how can we make it better for them? That's on the roadmap before launch to be able to say, "Hey is this better for you?" It's funny because on a traditional B2C Ecommerce launch, you'd be focusing so much on the front end. Jeff: Like, the My Account pages are taking just as much time for this site because that's where our customers are living. They want to use the search, but they really want to use the my account pages. They know what they want, and they need to be able to quickly reorder it. They need to be able to see their orders. They need to be able to have the ability to upload those requisition lists. It's a little bit of a twist but getting them, especially into those my account pages so that they can spend some serious time understanding their accounts and telling us what they like or what they don't like is going to be really important for the launch process. Stephanie: Yeah. That's really interesting about focusing on my account page and how much time they're spending there. I'm sure that things like product suggestions or also bots might be very important on that page to help showcase items that maybe they wouldn't otherwise buy when they're just quickly uploading something or just reordering. Are you guys experimenting with some of the suggestion features? Jeff: Most definitely. Yeah. That's part of the vision is to try to figure out and say, okay, we have these deep relationships with customers and they buy specific sets of products. How can we expand to purchasing a product set? How do we get them and introduce them to complimentary products and show them the right pricing and the right place so that they can say, "Hey, I should totally add that on." That's something that I should consider. It's an interesting challenge for us because we have different personas or groups of people that we're dealing with. Jeff: On one hand we're dealing with dealers and they're really reselling product. You're trying to show them maybe categories of product, where do they need to expand because they're buying for specific purposes. Then you have end users and those end users you might want to show them a different size or a different color. We're experimenting with what the best algorithm is that we can use to show them the right products and then also in the right places too. Stephanie: That's great. What tests are you most excited about that you're pitching to everyone right now and some people maybe aren't sure about? Jeff: I'm actually most excited right now about the lead gen side of our business. Stephanie: Tell me more about that. Jeff: When you start to think about what the power of Ecommerce is for a B2B organization. Ecommerce can really become the engine that powers the acquisition efforts of a company. Especially because we can get in front of hundreds of thousands of customers a month, whereas the traditional B2B sales force might only touch hundreds of customers per month. Maybe thousands, but definitely not hundreds of thousands. Jeff: The idea of... What does it take for us to build a really cool robust system to not only bring these leads in but then to try to figure out how do I score these leads and then not only take them and turn them into an immediate sale, but to determine which ones of these really can be turned into those more traditional B2B accounts that we have these deep relationships with that are going to buy from us for years to come, many tens of thousands of dollars, right? Jeff: The really exciting part to me is looking at it and saying, okay we are on the Ecommerce side, on the B2B2C Ecommerce piece of it. We almost have too many leads. We get so much traffic that comes in. So then how do you figure out, take all those leads and build a really robust system where you can make sure that they're getting exactly what they need, and you're closing as many sales as you can, but then how do you figure out a way to pass those accounts up, the right accounts to the right people so that you can build them into a much larger long term sustainable program. Jeff: For us, that means building a really cool inbound sales team that makes sure that we take care of those leads and that we foster them and do all the things that we need to do, but then building an outbound sales team as well that's going to go in and then say, "Hey, let's take these leads and take them to the next level." Then also figuring out a system for passing accounts up and down inside of the organization. You really want to be able to pass a lead up or a customer up that has substantial potential to be either a national account or what we'll call an enterprise level account. Jeff: But you also want the reciprocity of getting those accounts back or the smaller accounts back from the team. I will say that no one wants to give up that account. That's a big challenge inside of an organization when you're trying to say, "Hey, I'll give you some, you give me some." The way usually ends up being is someone... Everyone wants to receive, no one wants to give. But the system only really works if you can give the best to the... But then also that you can receive quality back. For instance, handing back to the E-com team, only the accounts that don't do any business, isn't really a win. Jeff: You really want your enterprise salespeople focused on enterprise level accounts. We're having to sort of wrestle through what does that look like in terms of structure. I don't know that we really have it all figured out yet, but it's a cool idea. Stephanie: I'm guessing there's a way to automate that and create rules. So it, like you said, can go up or down depending on certain criteria from when they're coming in. How are you all thinking about automating that process? So it's maybe less of a salespeople having to give and take and whatnot, and more like, Oh, this is automatically routed to you based on these metrics. Jeff: That's exactly what we're doing. We're exploring machine learning and big data to try to figure out a really good way of scoring customers because using that scoring, you can figure out how to pass customers up. Then a set of rules as well that says if these customers aren't of a certain size or if they have this kind of profile, they really belong in this group. But it's an interesting challenge from trying to figure out where do you get all this data from, and then how do you process it? We're exploring different options right now in terms of what that might look like and how we can best approach that without spending a ton of money before we bet that it actually works. Stephanie: Yeah. That's really cool. So outside of the prospect giving that information, what kind of things are you looking into right now to find the information to help with that scoring process? Jeff: It's actually challenging. You have certain pieces of information that are given to you which you have usually a name and an address. Their email address usually has a domain associated with it, especially in B2B. So you can pull a lot of information from that and you can start to sort your domain, your customers by domain. But really we're looking and saying, okay, well we do know the purchase history. The idea then is, okay, if you were to sort all your customers out, you can sort them on a scale of, let's say a one, two, three. You can say my best customers spend the most money with me. My worst customers spend the least amount of money with me, but that really misses part of the point. Jeff: You almost need to add a second access to this, which is really about customer potential. When it comes to customer potential, we're looking at the idea of what would it take for us to add some big data to this? To understand the size of their company and the profile of the company that they come from, or the industry that they come from as well, because the industry can be really important to us. But then the other side of it is also looking at what they purchased. Like for instance, people who purchase specific equipment or supplies, they're going to have a much higher lifetime value with us because those are proprietary or have maybe a really good pull through rate. Jeff: For instance, it may not be that it's a proprietary supply, but when you buy that machine, you have to go through a lot of supplies to make it worthwhile. You look at the data and you say, okay, that customer has a huge amount of potential. Not because of the amount that they bought from us, but because of what they bought or who they are, the company that they work for or their position. We're looking at the possibility of maybe even extending that into some of the databases out there that help you understand whether people are in market and what their roles are as well. Jeff: Because when you're dealing with B2B, you're not really selling all the time to the company, you're selling to a person inside of the company and that person has a role. You have to figure out, okay, well what role do they play in this picture? That helps us to sort them into personas. If you're dealing with a really small number of accounts, you can figure this out, but we have to automate it because it's not really feasible to do that in a one off basis. Stephanie: Yeah, definitely seems like you're going to need a whole entire data or business operations team who can build those rules out for you and have dashboards. That seems like a big project, but well worth it. Earlier, you mentioned that you guys have more traffic than you know what to do with and lots of leads coming in. Of course my first question is how are you getting this traffic? How are you acquiring potential customers? Jeff: Sure. I mean... We're in a niche industry, right? So that's part of it. We've been around for a really long time. Because of that, at least... Spiral has been around 80 years, My Binding for almost 20 on the web. As you start to look at that, we created a massive amount of content. Thousands of videos and pages. We really have in a lot of ways, the best websites in our sort of space and industry. Because of that, people are finding us to solve problems. What you find is that we built out these websites and either through SEO or through paid search we're driving a ton of traffic to the websites because they convert and that makes a ton of sense. Jeff: We're essentially... We have all of this content and it's really designed around this idea of how do we solve these problems for customers? We can drive more and more of that content. The website deals with a certain number of those sort of leads and converts on its own. The challenge for us tends to be, what do you do with the people that are maybe a little higher in the funnel? You're now talking about making sure they have a really awesome call center that is going to be able to answer those questions. Live chat is really big. We've extended our live chat hours all the way to midnight which is unheard of in the B2B space. Jeff: I want somebody there to talk to somebody if they have questions about products. Especially really big products. We're experimenting with the idea of doing triggers for live chat. We did that and that was really successful for us. We turned on the trigger and said, with the idea of if I walk into a store, somebody says, "Hey, how can I help you?" We did that on the Ecommerce site and we had massive numbers of people that were engaging with us. But the surprise to us was that many of those people were actually much higher in the funnel than we were used to dealing with. Jeff: In other words, they were now engaging with us and they weren't ready to buy. They were in the research space and they had lots of questions. Which is really cool but it just changes the model a little bit and you all of a sudden have to figure out how do I step up for that? How do I make sure that I have the right person to answer those questions? That's part of it. Driving the leads really comes to how do you acquire traffic on scale? Really good high quality traffic for the site. Then the question is, well, what can you do with it? Driving the traffic is really exciting from a standpoint of it doesn't have to be done in one way but you have to be maybe a little bit creative to do it because you really are trying to get in front of people that have problems rather than... Jeff: At least in our space, you don't come to a binding website unless you have a problem that the binding website can solve. It's not exactly an impulse purchase. You're going to show up and you're not going to just browse around. I wonder what kind of binding machines they carry. You probably are on a mission to solve some sort of problem. Right. Whether that's like your bosses told you that you need to buy a binding machine or you need to upgrade the way that your reports or presentations are going to look, or you have a deadline of Friday and you need to get these reports out for the annual meeting. Jeff: These are all sort of really common sort of scenarios and so then the question is, will this product work for my specific needs? That's a question that our customers are constantly asking. Building to that has been a really great sort of acquisition model for us to build around the idea that every customer that comes to us comes to us with a problem that we can solve for them, and then figuring out how do you work backwards to that? What problems could we solve? Then as you start to get creative with that and build massive amounts of content, that content lives out there forever. That's been really a big part of our success, is really the longevity but also the content generation sort of machine that we've built over the years. Stephanie: How has your content... What is the style now today? Is it only educational? Is it humorous and how has it evolved over time? Jeff: We've tried a lot of things over the years. We've tried to be funny. I think we think we're funny sometimes. We've tried a bunch of different things. We've tried to be really educational. It was really hard to figure out the ROI of that. What we've really... If you were to look at our content, we do a lot of content that is really close to the bottom of the funnel, but that would be really helpful. We go with that sort of helpful thing as well as deep. So the idea of building out a really robust and large set of content over the years about products. Jeff: We spend a lot of time making sure that we have all of the details about the product, even to the point where our competitors come to our sites to look up products because they don't have as good of information as we do. That's one piece of the content side of things for us. We have a lot of how to videos. We did a bunch of experimenting around the videos. We found that the videos that people really cared about would basically answer a couple of quick questions. But mostly it was, will this product work for me? How does this thing work? Jeff: We made a whole series of those videos, almost five thousand of them that are really around the idea of how does this product work and a quick demonstration essentially. Usually around a minute long that takes the product out of the box, show someone how to use it. Those really work well for us because they show a customer generally what are they looking for. A lot of customers they want to see what it looks like or they have a machine already and they want to say, "Is that's the thing that works with my machine.? They don't understand our language. Those videos have worked really well for us as well. Stephanie: That's great. Are there any surprising pieces of content that you didn't think would work that did, or surprising sources of customer acquisition that you wouldn't have looked into before? Jeff: We've had a few blog articles that have found traction in the world and the web that I wasn't really anticipating. We've written a lot of content over the years. Most of the blog articles get a little bit of traffic. They're like evergreen content, little bit of traffic over a long period of time. But occasionally we'll end up with one like... Something about how to laminate without a laminator. Stephanie: That's a good one. Jeff: Amazingly, there's a lot of people that look up that and I was shocked. It consistently drives more traffic than almost any other blog article for us. Which is odd. I'm not sure it drives a ton of business because they don't want to buy a laminator, but if you think about it, there's a whole segment of people that have maybe problems that we don't traditionally associate with our business. That would be one thing and then the other piece would be the language piece. Jeff: It's always surprising when I discover that the language that we use internally for our business doesn't match the language of the customer. An example would be we talk about binding covers all the time because we're in the world of binding. A lot of people they just talk about card stock. In the paper world, the card stock doesn't even exist. It's not a thing. People will talk about it. It's cover weight paper. Index weight paper. Card stock is like this sort of crafting term. Yet it's sort of taken on a vocabulary of its own in the world. Jeff: When people search for binding covers, often they'll use that word. That's always surprising to me as well. There's a whole list of those things where people basically they choose to use their own words to describe things. Now you're trying to figure out how do I technically be accurate about this product but really use their language? Because if you don't use their language, then you're not going to show up in search for this stuff and they're not going to feel comfortable with it. Stephanie: That's a really good reminder, especially with generational shifts that the new consumer might be using completely different language than what you're used to. How are you exploring what that language might be? I mean, especially a company that has been around since the thirties, how are they figuring out, oh, this is what they call it now, this is what the kids are saying these days? Jeff: Probably the easiest thing for us is to look through our search results and especially the no results found once because often it's those things. When people are typing in stuff in the search bar and nothing's popping up. You look at that and you're like oh... A smart merchandiser, someone who understands your products really well, they start to make those connections and they're like, oh, wait a second. That's what they mean. Obviously a lot of that like spelling mistakes and things like that. You can fix those in your search engine but when you start to look at it, you start to see sometimes patterns. That's one of the easiest ones. Jeff: The other two that are really helpful for us would be Google autosuggest. Just start typing things in Google and then figure out what Google thinks that you should add to the end of it. All of a sudden you realize, okay, maybe people are searching for maybe a slightly different side of things than we thought they were. Then the other one would be Amazon. Amazon, their product terms are awful. Yet they sell so much. Why? Because they tie into language. They have usually products that have all these different words in the titles that you would never imagine. Jeff: As you start to look at products that are really successful on the marketplaces, you can start to realize, okay, well maybe they're onto something there. They've managed to call out even the most important attributes of that product in a very search centric sort of model or they have really been able to hone in on maybe key words that we weren't thinking of when we've been building this out. Especially because often you start with whatever... A point of reference would be the manufacturer's title. It becomes quite difficult sometimes to sort of detach from that, but Amazon detaches automatically because they let people come up with their own titles for stuff. Jeff: Usually it's the sort of ecosystem that will change the title to try to optimize. Sometimes when you find really successful products that you're realizing, Oh, maybe people do care about that. Stephanie: I love that. That's really good tips to remember about, finding those keywords and how to discover them because yeah, I think even longterm key words would probably be really good for your industry. I'm thinking, how would I Google something like that? I would probably be like how to create a hard cover book for my presentation or something really long winded like that. It's a really good reminder about the keywords importance. Jeff: Then obviously you have your paid search stuff too. You can look and see in your paid search accounts, you can say, okay, what keywords are actually driving? If it was a broad or a modified broad match keyword, you're going to start to dig in and you can say, oh, it actually matched on this keyword and it drove a sale. Again, driving back and saying, okay, what am I driving sales on? It tends to be a really good place to start discovery as well. The only thing, the problem with that is that you might be so far off that you're missing the boat completely. That's where it takes a really good merchandisers to sort of nail that stuff down. Stephanie: I also think it was interesting earlier when you were talking about how to laminate without a laminator and thinking about selling something through saying, oh yeah, you don't need to buy through us. Here's how you do it because I'm sure a lot of people, like you said, are searching for stuff like that or how to fax without a fax machine. I know I've searched that quite a bit, but making fun of it and you might actually be able to convert someone who's like, Oh, I actually just do need a laminator to do this, but having a humorous video around that. Jeff: Yeah. As well as maybe they decide that they want to buy some cold laminating pouches. The idea is, if you can be really helpful in the long term, going back to that idea of video. We've done a lot of videos over the years. We understand that many, many, many times people use our videos post-purchase not pre-purchase. People are going to the video to figure out how does this thing that I already bought work. Well, that doesn't really help us but it does help us in the long term. Jeff: As you look at it and say, it's not going to win us the sale today, but it will win us brand awareness. It does potentially when you do supply sales. Because we're a very supply driven sort of space. If you think about it, if you buy a binding machine, you got to buy some supplies for it. Longterm, we want to have an awareness and be in front of customers so they understand who we are when it comes time to buy the supplies that they need. Stephanie: Just like you said, it's really important to continue to stay in front of that customer so they come to you to buy supplies and remember you guys. How do you go about doing that and keeping a customer retained? Because it seems like it would be easier with these legacy customers who are maybe in these year or three year long contracts. Now when you're moving towards Ecommerce and they can hop around really quickly, it seems like you wouldn't be able to retain customers as easily. So how do you go about staying in front of them? Jeff: I mean, there's a lot to that, the question. To give you maybe a general overview of our thoughts is a big part of our business and something that's really important to us. Especially on the E-com side of things, it really starts with delivering a really awesome experience upfront. So you need to be able to help them find what they need and then deliver it to them in a really reasonable timeframe or meet their deadline. All that kind of stuff. To have the product in stock and all of those kinds of pieces. That's actually harder said than done when you deal with a really large niche category. Jeff: That's the beginning piece of it. Once you've given them that positive experience, or if they've had a negative experience, you use your customer service to basically earn a customer for life. That's actually the motto of our customer service group. Earn a customer for life. As you look at this idea, you say, okay, well, we now have a shot at their business longterm. Now the challenge for us is, okay, what's the best way to reach them? The easiest way is email. We have a ton of automation in our emails. We send emails based upon what you've purchased with replenishment. We send life cycle campaigns based upon... Welcome to the store anniversaries campaigns, and then also best customer campaigns, win back campaigns and reactivation campaigns. Jeff: We have all these automations that go out. They're really helpful. We also have sales that go out on a weekly basis that keep people engaged and keep things front of mind for them. You combine all of that on the email side, but then you recognize that that maybe only gets you half the customers. The question becomes... Because there's a bunch that are opted out in the B2B space, it's really hard on deliverability to get into the inbox. More and more people are using advanced filtering programs to prevent spam from getting through to their employees. Jeff: As you look at that, you say, okay, well, email only takes you so far. So then what do you do? The real question is, back to that conversation we had earlier about lead scoring, how do you determine your best customers or your best potential customers and make sure that you get somebody to call them? To send them a personal email which are easier to get into their inbox or to find another way of touching them. For us right now, the two other ways of touching them that we're sort of exploring, one would be SMS and then another would be direct mail. We're kind of in the process of exploring a test on SMS. Jeff: I'm not too sure how we feel about it, honestly. We have to figure out how our customers feel about it, just from the standpoint of as you look at customers giving their personal cell phones for business purchases and getting text messages. But you think about it, that's a great way to get in front of people and stay in front of them as long as you're going to be super, highly relevant. Then the other piece of it that we do a little bit of would be on that retargeting side of things. If you don't know who that customer is exactly, or don't have their ability to email them, you can at least sort of [inaudible] do it, make sure you're sending or placing ads more frequently into their feeds on different platforms through retargeting. Stephanie: That makes sense. It seems from, especially in SMS perspective, it seems like the only angle you can go about is being helpful. Like oh, you probably are running out of supplies, order now. I don't know, you can get a discount or something. It seems like there's not too many ways for B2B companies to use texting without the customer being like, "Oh, I don't want to be thinking about work right now." Unless it's a trigger for them to be like, "Oh, I need to reorder this or else we're not going to have it on the day." Is that true or are you seeing other avenues? Jeff: Well, the first step would be to be helpful with order cycle. For instance, think about what Amazon has done with allowing you to get a text when the item is delivered. Which is a big problem for a bunch of our customers, especially in pandemic, but even outside of that. It might be delivered to a central desk or to the shipping and receiving area of their company like an alert. Alerts are a pretty good option for us to sort of get our toe in the water a little bit and to stay active. Then yes, something that's personalized. Jeff: Then also, what we're struggling with is what is the best time of day to do this? Probably don't want to send it to them in the middle of their evening. They're disconnected from work, but you also need to make sure that... It's got to be time adjusted for the time that they're in and they also really needs to be followed in their workday probably. Those are some of the things that we're sort of figuring out and testing right now and saying how is this going? Then what's also the most appropriate way to collect where people don't sort of get freaked out. Because it's one of those things, do you want to get text messages from your binding company? I don't know. You got to ask it in an appropriate way. Stephanie: Yeah. That's a really good reminder. All right. We have a couple minutes left and I want to jump into a quick lightning round brought to you by Salesforce Commerce Cloud. This is where I'm going to ask you a question and you have a minute or less to answer. Jeff, are you ready? Jeff: Okay. I'm ready. Stephanie: I'm going to start with the hard one first for you because I feel like you're in a game right now. I got to keep it going. What one thing will have the biggest impact on Ecommerce in the next year? Jeff: Well, I think obviously it's COVID. It's pushing people online in completely new ways. It's shifting customer expectations around a whole bunch of different things. It's ruined the Amazon two day expectation, which I don't mind, but it's also shifted the way that people shop, where they're shopping, how they're shopping, and even their mentality. I don't know that we even really totally understand how it's affected everybody yet because everybody's still sort of in this scrambling mode. But ultimately I think as this shakes out, it's going to change the landscape of how we market, but it's also going to change the landscape of how our customers interact with us. Stephanie: I like that. What one piece of advice would you give a new Ecommerce entrepreneur? Jeff: I would probably say stick with solving the customer's problems. I know that tends to be a B2B thing, but it's not really a B2B thing. If you think about it, I need the right sweater for me. Really be customer centric. That becomes really cliche and that's why I go to the idea of solving a problem. You got to think about what sort of value proposition are you offering to this customer that's unique, that is going to allow them to accomplish something that they wanted to accomplish when they came to your site. Jeff: I think by focusing and being really focused on the customer problem, I think you can build out really awesome experiences, and then that deep understanding of your customer will take you really far. Stephanie: That's a good one. What is your favorite day in the office? I'm trying to imagine what a binding company feels like. What's your favorite day in the office feel like? Jeff: I mean, most of my days are pretty full of meetings. A day without meetings would be an awesome day in the office. Stephanie: That's a lot of people. Jeff: I think so. In the world of the binding company, a day in the office doesn't look all that much different than a day in a normal office. It might be a little bit like an episode of the office. Stephanie: That's what I had in my mind honestly. Jeff: Yeah. It's like paper company. There is a little bit of aspects of that, but I mean, we're just like any other company. We're a retailer, we're a distributor. We deal with customers all day long. I would say the other thing, the best day in the office is the day that you have customers that love you and that are just heaping praises, especially on the customer service people and your salespeople. When you have customers who are just singing your praises, those are great days. Stephanie: Yep. That's awesome. I'm glad you mentioned the office and I didn't have to. If you were to have a podcast, what would it be about and who would your first guest be? Jeff: That's a tough one. If I were to have a podcast. I am super passionate about entrepreneurship. I'd probably do an entrepreneurship sort of a podcast about starting a business, growing a business, and the creativity that goes around that. If I could get anybody on the show, I would probably pick an entrepreneur. Maybe I pick the person from lemonade stand or one of those organizations that's really making a big impact on starting up entrepreneurs with kids. That's something that I really love. Stephanie: Yep. I like that. Brings back the memories of my parents make me [inaudible] my neighbor's yard for 25 cents which is well below market. Jeff: I think you could make at least 50 cents for that now. Stephanie: I think so too. All right Jeff, this was very interesting, such a good conversation. So many good tid bits that people can actually use from this interview. Where can people find out more about you and Spiral? Jeff: Sure. You can definitely visit one of our websites. We've got SpiralBinding.com. We have MyBinding.com and Binding101.com. You can find me on LinkedIn as well. Shoot me a message and ask me to connect and I'd love to meet you. Stephanie: Awesome. Thanks so much for joining Jeff. Jeff: You're welcome. Thank you.
Making a Foundation for Growth with Jeff Chastain Josh: G’day everyone out there in podcast land. I've got Jeff Chastain here from Admentus. And he's going to be talking to us about a few different ways that you can make a foundation for growth with something called EOS. So tell me a bit more about the process and what EOS is for anyone out there that's listening. Jeff: Sure. Well, thanks for having me. EOS is really just a, it's honestly just a simple set of business practices, business processes that work for entrepreneurial-led organisations to kind of instill that foundation, what you're talking about, it's still kind of that basic process in place, because honestly, most entrepreneurs that come into business, they've got a great idea, they've got an idea for a solution, a product, something like that, they take it to market, but what they don't necessarily have is an MBA and know exactly how to go structure and build a business. They go out to market, they hopefully have something that's viable, that a customer wants to go by, they've got it sold. And then we're kind of at the stage of, okay, now, what do we do are we actually going to grow up and treat this like a real business and scale out people, scale out systems, things like that, so we can move forward. If you look at all the business statistics and stuff like that three to four year mark, when a lot of small businesses failed, it's really that stage where the entrepreneur, their core team has basically kind of hit their limit of they're trying to do everything themselves and getting frustrated that okay, things just aren't working quite as well. And they lose traction, the business saying, okay, when we first started, it was really easy change really easy to adapt. Now we're here and it just feels like the business is stuck in the mud, we've kind of lost all sense of fun of direction here. And that point, they just say, hey, we're bailing out and starting over. Whereas an operating system like EOS really comes back in underneath their successful business really that they built to that point and says, okay, now let's solidify the foundation underneath it. Let's actually get everybody working together with the same vision, get everybody performing the same way. And just really kind of reinvigorate that business going forward. Josh: Okay, so what you said there pretty much you need to create structure within the business to allow for growth and to allow for everyone to pull the ship in the same direction. Because if everyone's blowing wind in the sails in the same direction, the ship will move forward, as opposed to creating turbulence. So how would you go about moving to a structure where you have the systems in place when most people are going off their feet their busy as. Everyone's complaining, they have no time. So how do you go about introducing something that takes up time, that will save you time, if you need to get over that hump to be able to get there, what's the process? Jeff: It's a longer journey process is the way we look at it. With a lot of things you'll go out and visionaries especially go to a weekend conference, or read a book and come back into the office Monday. And here's all the new ideas we're going to go implement. That kind of stuff honestly never works, it never gets the traction. Whereas EOS is really implemented as a very phased process where it will actually start working right off the bat with individual tools to say, okay, go back in tomorrow and into your business, let's start on just this one tool, just these two tools, and start kind of building that piece by piece into your daily journey, your daily practice your daily work right there, and really build it in over time. It's a longer implementation process. But it helps take, okay, everything that you're doing today, all your ideas you're doing today, now, let's map in a little bit of structure. Let's map in some new processes. Let's figure out okay, what are you doing today in your sales process, for example. And let's go take and document that at an 80/20 kind approach from an entrepreneurial standpoint, and really get just that little bit in place to where now everybody on your sales team is using the same process kind of a thing. So it's little pieces that you can build into time, and it's not a complete turn right right now with the entire company and expect everybody to stay on the track. Josh: Getting back to my ship analogy, you can’t turn a ship on a dime, can you? Or a five-cent piece if you're listening in Australia. So what kind of tools would you say you're looking to implement or would be something that you that you go into and you get, okay, 80% of the people are having this same problem because they haven't implemented X, Y, Z or haven't reviewed this stack? Jeff: Oh, one of the keys that we really look at first and you kind of already touched on it is simply just looking at the company vision to say, okay, this entrepreneur, this leader has his idea of, okay, where are we trying to get to as a company, but I forget where it was, was a Forbes study or something not too long ago that went in and did basically a study on all those thousand something different employees of a company, and they said basically one in four had some idea of what was going on in the company, that they understood the direction of the company, they understood where they fit, etc. And if you look at it and say, okay, if you've got Sally sitting here working in your operations department, and she's just there to go in and punch a clock, nine to five, in and out kind of a thing, versus you've got somebody over here on the other side that is in tune with the company vision, they're excited about, hey, this is what my job is. This is how it contributes to the company. This is how where we're going as a company, and this is how I'm helping to facilitate that. That type of employee is going to be a lot more productive for you. And obviously, if you can get everybody in the company with that mental attitude, then to your earlier point about blowing the sales, okay, yeah, now we've got everybody on the same page, because that's really the key is to say, okay when most people look at vision they're looking at, okay, here's our core values, our core focus of being honest, integrity, all the kind of buzzwords that they go stick on the website. And honestly, forget about at that point, it goes and collects dust out there on the About Us page, and really what vision should be, it starts with that but it goes a lot deeper to say, okay, our vision X, Y, Z IT company here, who are we trying to serve? Are we trying to serve a different certain market? And why are we trying to reach out to them? What makes us special to go reach out to that market? What are our key differentiators for reaching that market? So that way, it's defined at a company level. And so when marketing is putting together their pitch, sales knows what marketing is doing. Sales can go out and use those same three key differentiators right there and their sales pitch. And that way, the support team, the IT team, the operations team, whatever this delivering the service knows exactly what they're supposed to deliver. Because if marketing goes off and sells one thing, sales, goes off the rails and sells something else, operations just kind of sitting there left saying how in the heck are we going to deliver this? And everything's a mess at that point. Josh: Yeah, and unsatisfied customers are never a good thing to have. And that then makes the whole system crumble down. Like I know, for us, when we first started out 13 years ago, the direction that we went was like a lot of people that haven't read enough personal development books and decided to jump out there with a gung ho awesome attitude, knowing that you can do better than some of the other people out there decide to get the clients charge a lower price. Wrong move, Josh. What are you doing? Jeff: That works for a little while. Josh: That's right. I'm gonna go back and select teenage Josh, what's he doing? Idiot, read a book. Jeff: Yeah, you had to start somewhere. Josh: That's right. So when we did that, we had incredible growth, and we bought someone else on and we're both sitting on 150,000 a year. So we're both pretty happy before turned 21. So we're both pretty pumped, if I call myself Batman, and he's Robin. When Robin had a stroke, and Batman had to pick up the slack. Batman didn't have enough time. And he say to do that he was too busy saving lives. So that was nearly the collapse of our company. And that came down to all processes at that stage and growing on a price. And when we decided to change that around, exactly like you're saying, create that differentiator. So now the businesses that we work with, we guarantee that they will have the uptime that we've agreed upon. So depending on the business, that could be businesses not down for more than 30 minutes, or for an IT problem not down for four hours, if it's a smaller business or something like that. And if they go down that guarantee means we pay them per hour at the agreed rate while their business is down. So we want them to be up and running as quickly as possible, because there's no money in us paying them while we're fixing the problem. Jeff: Sure, sure. Yep. Josh: It just realigns the way and make sure that our offerings and what you're saying there perfectly with the team. You want to make sure your team's pulling in the same direction. We figured as an IT provider and solutions provider to make sure that we are pulling in the same direction as them. And if we're charging people per hour, when something goes down, they're already upset with us, and then we're whacking them with a big invoice. So they just get more upset with us. And we found that the less skilled, less experienced IT companies would take longer to fix the problems therefore earn more money. And we went this doesn't make any sense. What is going on with this world? Why are we doing this? This doesn't make any sense at all. So we changed the model and then let's flip it on its head, let's have them be paid when things go down. That's one of our differentiators that we try to push through in our marketing as well as through our sales. But you're exactly right. You need to have that thing that we differentiate it isn't price because it's very easy to see the differences between that and that doesn't help businesses out. Getting back to what you said you said is Sally's in the business that may just want to do nothing but clock in. And it did sound like you want to create a latest mentality throughout the whole company. We have ever been looking at a problem, finding a solution and bringing that to the table for everyone to review and look at as opposed to just being a meat in a seat, so to speak. Jeff: Definitely you want to you want to empower your team basically give them give them a reason to come reason that they want to be there a reason that they feel like they're contributing, and also basically have that almost honesty, integrity, kind of openness in the company such that regardless of what level of the company Sally's at, if she sees an issue, or has a problem, or whatever, she feels comfortable raising that and everybody's going to take it seriously kind of a thing. While, you've got to have the structure in the company, and obviously reporting structure hierarchy, stuff like that. You've got to be real careful not to make that too rigid, especially in a small company that say, okay, well, you're at the bottom level, you can't do anything, just go do your job kind of a thing. You want to encourage that growth, that leadership model there to say, hey, no matter what your role is you're contributing this is how you fit into our long-term strategy, our long-term vision, this is where you are. And really, I said, empower them, make them feel like they're part of that so that they can contribute, they feel like they've got a worth and value in that company. Josh: I know, Dad has always said, if you can think of a way a problem can be solved. It's better to have that solution be found by a staff member. And they will then take ownership over that, and they'll cradle that and that'll become their baby, as opposed to even if you know what the solution can be just jamming that down someone's throat doesn't necessarily have people care for your solution. But if someone finds that, and then they take that ownership, and they take that pride in what they have found, that they brought to the table, and everyone wins. It's kind of like inception, you need to try and put that idea into their head, if you've got the idea, or work together and have people just started to spring up ideas and have moments. So we do a half Friday. And normally at the moment, I'm not drinking any beer for six weeks, but we only have a few beers and have a beer meeting, and go through how can we have done this week better? What was your favorite part? What was your least favorite part? And is there any new tools that you've seen out there that could help? Was there any special compliments that you had from clients? Was there any particularly difficult clients? And then we go through and work out how we can phase that. And then we do a difficult question section, which is where we reflect on each other? And we say, oh, look, I didn't quite like the way that you said X, Y, Z. Or you could have approached that question that you asked me in a less hasty way, or whatever the case is, just to make sure that you do have a better team, a better family that you're working with. When you go into businesses, what are the families like? How is the structure that disparity? Is it sometimes like, is there more strength in one arm than there is another say, for instance, they've got a fantastic team, but not a very well defined vision? Or is it all over the place? Jeff: Honestly, I'd say family is the right term to describe it with, because you can obviously have some families that are really tight, well knit together and enjoy being together, working together. And you've got other families that you better not put them all at the dinner table because they're going to be yelling and screaming at each other. Yeah, picking whatever, whatever the discussion is politics or religion, or whatever, they want to go at each other about kind of a thing there. You see it all in both kind of thing. And a lot of times, that's really, it's a culture really, from the top of the business. I see most of the time, that okay, are you going to have that entrepreneurial leader, because if you look at entrepreneurs, the journey, most of the time you've been talking about, okay, you and your partner starting off that business, at that point, you start growing out, start growing out. And the question is, are you going to be able to hand off one of those hats that you're wearing to your new teammates that you brought on? Or are you going to kind of pull and tug on the hat at the same time, they're trying to take it sit in their back pocket and say, make sure you're doing this this way, make sure you're following these steps kind of thing, writing over them. At that point, you're not instilling any kind of trust or any kind of confidence in your team. They're sitting there looking over their shoulder all the time, saying, okay, am I about to get beaten over this kind of a thing? Am I about to get called out in front of everybody, because this didn't go exactly the way the owner would have done it kind of a thing? And when you've got that kind of mentality with that owner, not being able to delegate, not being able to hand things off, and it just cripples the entire staff right there from an attitude perspective, because honestly, everybody's sitting there saying, okay, I'm basically ducking the entire time saying, okay, who's going to be the next one to get on his radar? And being glad that okay, sorry, it's your turn here to go be in the spotlight, not mine kind of a thing. And it's like bad attitude. I've seen that in too many companies where the owner is all frustrated himself or herself saying, okay, why is the company not working? I'm having to get down to here in the weeds and do all this stuff. It's like, you got to realise that okay, delegation is one of the key points of being a successful leader. And then really, where really the EOS comes in is, okay, yes, is delegation, but you've got to have the processes in place. You've got to have the numbers, the metric stuff in place where if I've got a documented process for how we're going to handle a trouble ticket in an IT business, I can hand that off to my IT support team over here. And as long as my numbers, my dashboard are correct here to say, okay, all tickets are getting handled in less than 30 minutes or whatever our metrics are for our business. Then as a leader, as the CEO, I can step back and actually relax. I don't have to go stand over that IT tech and sit here and watch the stopwatch. Okay, are you getting done here, you got five minutes left kind of thing. Because I can see the metrics. I know everybody's following the process. And I don't have to worry about that anymore. And that's really the key with these businesses as you've got to be able to systematise the business, you got to go put those processes in place. It's almost kind of counterintuitive to say, we've got to put more structure in the business, we've got to put more framework more processes in place, so that you can relax and have more fun. But most people would look at that and say, wait a minute, more structure means rigidity. I take the creativity out of my business, I take the fun out of my business. And it's actually just the opposite. Josh: We call it elastic documentation. And in where I'll be the first to say I'll create our documentation internally, and I think you have owned that hat so to speak, it's only fair that you write down how you've managed that hat and how that has worked. But once that's being created, it's then up to the person or team that has received that hat to then modify it and change it and tweak it as time goes on. And as processes change, as you might find a better way. Because ultimately, I'm just one person that's walked one direction, but the path you've walked in your life, Jeff, is different to my path. And that's means that the input that you would have would be different. So we make sure that everyone knows that this is the documentation and how it can work, not how it should work. And make sure to have elastic documentation. And as you're saying, delegation is key. Absolutely. You need to be able to let go and let that bird fly than hold its wings and hold it back. Because if you’ll just tire it out. Jeff: And really the key with especially when you're talking about documentation, because too many times I'll see a company say okay, we don't have enough capacity, we need more resources. So they'll go hire somebody in. And it's like, well, jump in, go, Good luck, go figure out your own job, almost kind of a thing. So when you've got these processes and stuff, like you're talking figured out, you can go scale out your helpdesk support team, because you've got documented processes where somebody's gonna step into that role, know exactly what they're supposed to do on day one, it can be productive there rather than spend the next three, four months trying to figure out what their job is or reinvent processes, reinvent things figure out, okay, previous guy walked out the door and basically took all the knowledge in his head with him. And now what am I supposed to do in my new job? And we're sitting there as owners paying them to flounder basically, having that kind of system. Again, that kind of structure in place for those people just facilitates that scale and just again, adds economies of scale, right there. Josh: Coming back to that first employee, I was talking about, we both just worked together enough to learn how to do it. The second employee after David was Alex, and it took seven months before he became profitable. And I went this is terrible, especially like I had read the E-myth by Michael Gerber. And I thought, okay, I should know to do this, but I got caught in that. Don't have time to do it. So I haven't done it. And so I'll just keep doing what I'm doing until that's done. And then I'll never have time to have any fun, which sucks. Yeah, but the moment you have these processes in place, like the E myth, sort of discusses, McDonald's is run by 14-year olds. It's a multi billion dollar business, it's ran by teenagers, really old enough to know how to read the documents that you've got in front of them. And it means that you've got something to lean back on for KPIs, for everything. Every business should have their processes documented. And sometimes it's a lot easier to say than it is to do. Jeff: Definitely is. And one key point about McDonald's or any kind of place like that, if you go in there as your 14-year-old and say, okay, you're going to be a new line cook. They don't hand them a six-inch-thick SAP manual that says, Okay, here's every single little detail about every single little thing you need to know. They've got a laminated sheet there that says step one, step two through step six, this is what you need to follow right here. So to me, that's where a lot of people get stuck when we talk about processes. It is like, okay, where do I even start, and I'm going to end up working for months building out this huge thing. And then nobody looks at it kind of kind of a system, whereas EOS really pushes the 80/20 approach to say, okay, we're going to document the top 20% of exactly what you need to know from a high level to go figure this out, rather than dive down and build that entire SOP manual kind of a thing there that nobody does. It doesn't matter that it's 100% perfect right up front. Take a quick pass to say okay, this is what we do every time. This is the high-level points, and we can always go back and refine it agile kind of process but still just make a quick pass at it and get started, rather than sit there and say, hey, there's no way we can spend months trying to figure all this out, you don't need much, you just need something quick to get started. And honestly at that point, let the people doing the job right now fill in the details as needed. But even still, I would say, don't even, it's not worth their time your investment to go build that huge manual, you don't need all those little details. Just make sure you've got the flow to where somebody can sit down and figure out okay, I can take these six steps and go cook the hamburger, I can do whatever I need to at a high level right there. Josh: Keep it simple, stupid, I think is the case sort of mentality. And keeping it simple. I know if you bought up earlier going to different day seminars and things like that, that they tell you, this is how you change the world with your business just implement this one little thing. And one of them said, I document everything, everything has to be documented. I document where the coffee filters have to be purchased from. What seat I want in an aeroplane. And I've got 120, whatever it was, a lot of procedures just around the way that I travel. And I thought, holy shit. I left going, why oh my goodness. Jeff: At that point, you hire the person on and is still take some six months just to go read all that. Yeah, it’s still why? Josh: It's just too much I went My goodness. And I thought he must have a huge churn rate in his business. Because if you've got a VA, and they're used to booking tickets for you, and they're doing what they're meant to be doing, they already know your preferences. You've told them once, they know. If there is, sound like getting away from the documentation thing, but it gets to a level where it's you don't need to know that on the plane, you're going to be ordering this drink first, followed by this many drinks if it's this many hours long flight, it just becomes too much. Jeff: It's definitely too much. But at the same time, there's a balance between it because for whatever reason, even if you want to scale out, it's not that you lost your VA, you just need to add a second VA. She doesn't necessarily or he doesn't necessarily know all that and having the quick high-level points to say, okay, we prefer this airline, or we prefer middle level seats, mid seats instead of aisle seats or whatever. It's just a couple quick bullet points there to say, Okay, this is what our list of preferences are, it doesn't have to go down to the point of okay, we want a third aisle or third row only, not fourth row kind of a thing and all that kind of mess. It's just okay, here's the couple quick points that we just know, anytime we go book travel, here's the quick set of preferences that we need to follow. And that just makes that new VA that comes on board, their job, they’re onboarding is so much easier, because they can just say, oh, we need to book travel. Here's the five or so pieces of data that I need to know when I go book travel. Josh: I agree completely. The way that I kind of worked at any process that we do in business, whether it be making documentation, or creating systems comes back to something that my brother told me many years ago. I was in my bedroom as a young teenager building electronic projects. And I said to my brothers and oh look up the one remote control turns the lights on, turns the fan on, turns the TV on, turns DVD player on, turns the computer on, does everything with the one can control. Anyway, so I said I'm going to make it to this remote control can also unlock the door and then with an actuator open up the door and then close the door as well. So that sounds pretty cool. And he's an engineer 14 years my senior. Yes, that sounds pretty cool. So he said, how long that's gonna take you to make? Oh, well with these parts, I have to make the PCBs and everything I said it's probably gonna take me 100 hours 100, 120 hours programming everything else. Okay, cool. Cool. How many times could you have open and close the door in 120 hours? Yep. Okay, I get it. Yep. So the door was never automated. But the lesson learned there was if you're going to be telling someone something more than once then document it. If you're going to be telling someone, something many times 100% documented. But if it's something that's just very quick, and you're not going to need to do that process, the same in business, we went automate something unless we know that it's going to benefit the masses of people. And that's what it comes down to being sensible, and maybe just writing a list of what would you suggest that maybe a list of 10 or 20 things of processes? Get five things that they do on a daily basis and try to write those down. What would you say is the magic number? Jeff: I don't know there's necessarily a magic number, but it's definitely just even hitting a one or two kind of a thing to say, okay, let's just look at this at a high level. But what I would take from what you were just saying, supposed the door was already automated or whatever, you wouldn't want to write the process that explains exactly how the motor turns and that electrical current comes on to this motor, and then it swings 35 degrees and it pushes here. It's like no, the process says press the button. That's all the process needs to say kind of a thing there. So you got to be careful with that's really what I'm trying to get at is how deep you go. All they need know is press the button right there if you need to go in or out kind of a thing. You don't need to know how it works. You don't have to no all that kind of detail at that level. Yeah, to your point, it's, it's really just a matter of, obviously one keeping it simple like we talked about, but really just getting started is the biggest thing. With the EOS implementation, it's actually typically almost a two-year journey that we look at from initial start to really calling mastery at that point of all the tools and the processes. And it's just literally, it starts out actually month to month, but then goes to more of a quarterly basis. But the idea is just to start doing something, getting one or two of those tools and start getting some muscle memory basically built with that. And that's really where you got to start with any of this stuff, it is just okay. Again, keeping it simple, but just get started with something. Pick up a piece and move forward with it. That's really the whole premise behind the system, it’s just simplicity. Because even going all the way back the first we were talking vision, at one point, I was working with a branding coach on one company I was working with, and I got this huge document on all the different logos, the color styles, the fonts, everything was all laid out, it was just this big old thing here. It's like, okay, this is just the brand that doesn't even talk about anything else. And when we talked to a company about establishing your vision, it's not again, some master plan that you got to bring in all these consultants on it’s literally two pages. It's eight questions that we go through, it's two pages. It's entrepreneurial, keep it simple, keep it basic, because again, same as the process is if you get in too deep, you start getting too big. Everybody freezes up and nothing gets done, or else it gets over-done and it’s never used kind of a thing. Josh: Well, I think there's going tp be a lot of listeners out there that have heard a lot of what we've been talking about, and probably looking at ways to get this implemented. And at least some consulting. I understand you’ve got admentus.com/resources, there is some bits and pieces such as a quick 20 question checkup? Jeff: Yeah, there's actually three different things on that page. The EOS system itself is built around six different key areas that we say, okay, if you strengthen those six key areas, basically all your issues fall into those buckets. So that's where that checkup comes in is, like I said, a 20 question checkup, they're just kind of measures how strong you are. And those those six key areas. And we'll actually utilise that through the implementation journey to say, okay, here's where we started, here's where we are now kind of a thing to other resources on that page are actually. Two of the EOS books, there's a whole, honestly, a whole library pretty much about EOS, but the traction book, literally lays out the entire system. You've got all the tools in that one book right there. So if you want to just pick up the book, read it yourself, go through it yourself, more power to you kind of a thing. The difference really is that I build myself or it was more of a coach and facilitator, I'm not a consultant, I'm not going to come in and do EOS for you. My role is to come in here and be that third-party working with you on that book. So we're still working from that book from those materials. So you can very easily if you're just curious right now the first chapter’s free up there on that website slash resources, grab the traction or the Get a Grip book, either one right there. And then other resources, simply just if you're curious, or you got questions about any of that, just send me an email at admentus.com/ask. And I'm always open for questions always opened up to help anywhere I can there. Josh: Cool. Well, we'll make sure to check this in the description there for the podcast over on the blog for us. And so everyone can definitely jump in there. I'm actually looking at jumping into doing the organisational checkup. Why not? Why not? It's only 20 questions. What's the harm? Jeff: We're going to get another set of data point for you. Josh: Exactly. Well, I've only got one other question for you. And that is, you've probably already answered the question, to be completely honest. But if there was to be one book that you think that anyone should be reading to be doing better in their business, what would that be? I think I already know the answer. Jeff: You're looking at two of them right there. It really is. It was because honestly, I've been doing I've done a number of businesses myself, I've been doing this kind of stuff for 15 plus years, too many I wouldn't want to count at that point. But it's it really was almost just a complete lightbulb moment when I first saw Traction, because I've been through so many businesses, getting frustrated with clients just you've got to get the foundation the business together. Because we were talking earlier about technology and stuff like that. It's like it doesn't matter how good the technology is, if you don't have the foundation there, and it just really hit me when I was first introduced to Traction. I'm not trying to sell I really do and it's not even my book, it's somebody else. Gino Whitman's the one that wrote it kind of thing. I don't get any credit on it. But it's still it's just that from an entrepreneurial standpoint is just one of those books that just really the lightbulb kinds of content comes on. And the other book is called Get a Grip and it's right there in parallel. But basically what that book is a fictional in quotes, narrative about actually implementing EOS into a technology company, or all type of companies. But still, it's one of those that Yeah, we didn't write this with any one particular person in mind. But sure, yeah. But yeah, if you prefer more of the fictional side, then the technical implement the tools side, but they complement each other really well right there. I've read them both multiple times, and like I said first chapter on both. I was free right there on the website. But honestly, those are the two books that from a business perspective I'd be diving into pretty quick right there. Josh: Sweet. Well, is there any other questions that you had for me? Jeff: I don't think so at this point. Like I said, technology's always kind of my thing I just I know exactly where you're coming from there all the all the terminology and everything. But it's a fun world. But I just try to emphasise especially now being on this side of it, there's like, okay, it's a great tool to help improve productivity, help make things better if you got the foundation laid right, and getting that foundation is really key, because I've seen too many times trying to implement technology to fix underlying problems. And it just can't do that really. Josh: We definitely find you have technology problems, then you have people problems, and you shouldn't be trying to fix people problems with technology. It's been fantastic having on the show there, Jeff. And if anyone has any questions, you can definitely jump across to a admentus.com or ask at admentus.com. Is that correct? Jeff: That's correct. Yep. Or you can email me anytime. Josh: Awesome. Sweet. So definitely jump across there. If you have liked this episode, head over to iTunes and leave us some love. Give us some feedback. And everyone stay healthy out there in podcast land.
Jeff:Welcome to the VIP Home podcast where we talk about all things homeowners need to know. Today we're speaking with Pete and Megan from Powerhouse, which is a TV show produced with Alliant Energy. Welcome to you both.Caroline:Tell us a little bit about Powerhouse and how it started back in 1996. How did you guys get started?Pete:Well, thank you, Caroline and Jeff. It's great for Megan and myself to be with you guys today to talk about this. We're going to be coming up on 25 years for Powerhouse and Alliant Energy started this back in 1996, because it wanted really to educate its utility customers about the importance of energy conservation and safety, but also to help us save energy dollars. They started the Powerhouse program looking at energy efficiency. It's a 30 minute program that airs in six markets across the Alliant Energy service territory in the upper Midwest on Saturdays and Sundays. Megan and I are very fortunate to be hosting it for the past 24 years.Megan:I have a theater background. Pete is in broadcasting, so we kind of have different background experiences. The cool thing is, is that Pete and I have known each other almost all our lives. We grew up across the street from each other.Caroline:Wow. That is so awesome. No wonder why you guys work so well together.Pete:The number one question we get asked, because again, we know each other so well and play off of each other. They do think we're married. We're married, but not to each other. We're learning and that's the great thing about Powerhouse is that we're sharing the insight that we see in terms of helping customers be comfortable in their homes, be knowledgeable and save dollars and save energy and be more efficient when it comes to energy in the home.Megan:The interesting angle that Alliant has chosen to take it is that Pete and I are kind of speaking for the consumer. We're speaking for the customer. We ask the questions that our audience would want to hear. We don't present as though we know everything. We've learned a lot over the years through this process.Caroline:At VIP HomeLink, our goal is to make the homeowner's lives easier. Although we're homeowners, we don't know everything. That's why [inaudible 00:02:05] wonderful guests like yourselves is so wonderful for us and our bran and to just share knowledge of home ownership with everyone. We like to look into homeowner horror stories, sort of those stories that no one really wants to talk about, but maybe a few years down the road, you get a good laugh out of it or you're frightened to even think of that it might happen again. Do you guys have a story like that, that you could share with us?Pete:One of our first years here at the house that I live in, one of our segments was blowing in insulation up in the attic. Oftentimes, Megan and I, we have the do it yourself projects, and I was helping with our expert to blow in insulation up in my attic. I'm maybe not the most agile or gifted in terms of home projects and I stepped off one of the joists in the attic and put my foot through the ceiling in my house as I was blowing in insulation. I did get the insulation and my attic is much better insulated, but I had to repair the ceiling in one of the bedrooms because I was a goof and slipped off the joists and put my foot through the ceiling.Jeff:You pulled the Chevy Chase from Christmas vacation where he's up there [crosstalk 00:03:10] himself and he just....Pete:Absolutely. Yeah. I did that. That's a bit of my own horror story that I did on one of our shoots.Megan:The crew and I have gotten a lot of mileage out of that through the years. There's a, sometimes they put together a blooper reel and that's kind of fun. Maybe this is just a horror story to me, but they were trying to kind of figure out what the show was going to be and looking back, Pete and I did some things that I can't believe we did. Pete was in the shower for one episode. I was in a hot tub in a bathing suit for one episode.Jeff:Got to get those ratings. I mean, it's [crosstalk 00:03:50].Megan:Oh my gosh. To me, that's a horror story. Then there was another shoot that I remember where they shipped us off to Wisconsin for a catalog shoot. We had all these products that were for sale in helping you be more energy efficient. One section was all about grilling. Well, they do these things so far in advance. I think it was February in Wisconsin and Pete and I are wearing shorts and T-shirts and trying not to breathe so you couldn't see our breath. We were freezing. That was a horror story too.Caroline:I used to intern at a magazine. We did the reverse as well so we were doing Christmas in July and everyone was in [inaudible 00:04:30]. I remember all the models being like, "This is horrible." That is a horror story in my opinion because I [inaudible 00:04:37] serve chilli. No. No. Too much.Jeff:I actually do have a horror story. We bought a condo in Hoboken, fourth floor walkup. I decided, hey, I'm just going to replace the switch. How hard can that be? I watched YouTube videos. I thought I can do this. How hard can electrical work be really watch the video. I did it. I brought my wife in for the big reveal and I turned it on and then you just see like go up the wall and just like burn all the way up. I was like, "Oh my God." Yeah. From that point on, I was not allowed to do any DIY, especially electrical work. We had to do another chandelier in the dining room. I got my very smart, downstairs neighbor who had an engineering degree. He came in and he wired it all. I was just like, "Oh God." Horror stories abound when it comes to electrical work, I can only imagine.Caroline:I feel like that was such a good segue to start talking about how somebody could start their home energy efficiency journey.Pete:We talk about insulation and over the many years of Powerhouse, doing a home energy assessment, we've had professionals that come in and do it. You can also go around your own house and do an assessment. The whole thing about is, is keeping in the wintertime, keeping the warm air in your house and in the summertime, keeping the cool air in your house. Again, not allowing vice versa. Insulation is certainly a great place to start. Attic insulation is a great way to check and make sure you do have enough insulation above you because the warm air rises. If you don't have enough insulation in your attic, that's the first place. We always say, when you do that assessment, start there. Then your walls, making sure that you have enough insulation in the walls, which may be a little bit more difficult.Pete:Again, on Powerhouse, we have a the do it yourself projects, but we also, we'll bring in the experts and the true professionals. We are not the experts. We're sharing the insight and the knowledge. That's the fun part for us. I've learned so much about taking care of our home, being comfortable, energy efficiency. It's the insulation in the walls, making sure that you have enough there even around gaskets, your plugins, making sure that those, it really starts with the insulation in your attic, your walls and in the floors.Jeff:Installation, that sounds like a professional job. What about DIY? Are there simpler things that I can do that are just easy? I run to the hardware store and do myself.Pete:Yeah. You can spend maybe 50 to 75 to a hundred dollars caulking, weatherstripping, going around and checking windows because windows obviously are the biggest source where if you've got gaps in the framing, get a caulking tube and a caulking gun and seal around the windows, weather stripping on the floors. During the wintertime, keep the warm air in from getting outside. Those are very easy things that you can do yourself. We talk about that on Powerhouse. It seems like that's one of those shows every year that we get into, as we get into the winter season.Megan:Led light bulbs. That's newer technology, and those can make such a difference. We always encourage homeowners. It's a little bit more of an investment, but it really pays itself off. What you want to do is you want to take those few lights that you use most frequently, or that are hard to reach, those pain in the neck lights and replace those because they do last much, much longer.Jeff:The technology has gotten a lot better over the past decade I'd say. The one thing about led lights in the beginning was just the look of them. They had this like hospital quality to them, very I'm in an office and it starts flicking of that florescent. Nowadays, I mean, I replaced a lot of our lights, not all of them, but a lot of them with the Phillips hue so it's all smart connected. You can adjust the very, my wife has a very specific setting that she likes the kitchen on and it's called Mrs. White or whatever. It's very customizable and the quality of the light I feel has just completely changed over the years.Pete:The LEDs, the upfront costs are much more than the old incandescent bulbs, but LEDs and the thing that we, Megan and I, have stress on Powerhouse is again, how much longer they last in terms of years for a bulb. We often talk about putting LED bulbs, just start replacing the ones that you have to replace more often that are easy access. As you said, the design has gotten much more friendlier. The lighting's much better. LED bulbs, 95% of the energy goes into the lighting with LED bulbs, which is certainly much different than the old incandescent. Only 5% of a LED is going to energy usage. That's the big thing. It's longer lasting and much, much more energy efficient with LED bulbs.Jeff:We moved into the house and we had all ... all the ceilings were kind of the cheaper ... I don't know if they were LEDs, but they were a certain type of white that, like I said, it was like a hospital flicking on all the lights. I don't know if I'm light sensitive, but it was just like, they had to go. We put them all in a box and gave it back to the builder who redid the house and then made the investment in the smart LED bulbs. Because not only is it customizable, but you can put them on timers, you can reduce your energy consumption that way and make sure at the end of the day, they turn off all the lights and all the lights are off. You don't leave the one in the basement on by accident. I thought that was a really a plus, but downside, they are expensive.Caroline:Do lights on dimmers count, like if you dim your light, does that count as energy efficient? I mean, my fiance definitely has some bulbs that are the LED, but not all, but we have every one on a dimmer.Megan:My guess would be that it would be using less energy.Pete:I would think. The one thing that you do have to make sure that when you buy LEDs, that they do allow for dimming. I mean, you go to your hardware store, you do have to make sure that they are built for dimmers.Caroline:Can we touch a little bit on appliances and energy efficient appliances and how that affects your overall efficiency?Megan:When it comes to your appliances, there are a handful that you really need to maintain well and use appropriately because they use the bulk of your energy. That would be your refrigerator, your dishwasher, and your washer and dryer. Of course, maintenance is important on all three of those things. With your refrigerator, you want to keep the temperature at 40 degrees and the freezer at zero, that's going to be an energy efficient path and still get the job done. Also, I'm going to sound like your mother for a second, but you don't want to leave the doors open. Know what you want out of the refrigerator before you go in there. It takes a lot more energy then to re cool the unit if you stand there with the doors open. Don't forget about the vent and the coils down below the refrigerator. Every year, check that out and clean that out with your vacuum cleaner.Megan:Or if you have a pet, you'll want to do it more than once a year. Check that because that keeps the flow running efficiently. You also don't want to overcrowd your refrigerator. They're designed to basically be full, not jam packed because then the circulation doesn't work. When it comes to the dishwasher, there are a couple of things you can do. You can use the eco settings that are built right into the dishwashers that we buy today and only run it when it's full. Some people are in the habit of doing it every night, whether there are four cups in there or it's loaded and do wait until it's full because you're going to use not only less energy, but you're going to use less water. Another tip is to put it on the air-dry setting. That's going to save you energy too and rinse your dishes off.Megan:Even though the new dishwashers can sense how dirty your dishes are, but do yourself a favor and rinse them off because you're going to get a cleaner wash and it's going to require less energy to do that. To the point that I made about the dishwasher, you also want to take into account when it comes to your washer and dryer. Do full loads. Doing a couple shirts at a time is not going to save you any energy at all. Wait until you have an appropriate load and also use cold water. It'll get your clothes just as clean. Make sure that you clean out not only your lint catch, but also your dryer vent too. That can cause big problems. If you have anyone who is ill in your house, of course, you want to make sure that you put it on this sterilize setting.Pete:In normal times, we talk about washing with cold water, but if you do know that you've got some sick people in your home, in that instance, we do recommend washing with hot water during that time. Megan mentioned cleaning that lint filter in your dryer, but also the duct coming out of it. One of our viewers reached out to us after one of the shows we did and said that he got out his vac and cleaned up the vent coming out of his dryer. It was like a new dryer he said, because it actually dried the clothes much more efficiently. One of the common things that we talk about with your furnaces is changing that filter vent once a month. Most people don't. It's about making sure your furnace is running efficiently and if you've got a dirty filter, it's not going to run efficiently and you're going to use more energy and you're going to use more dollars to run that furnace.Pete:That's one of those things that I always stress. Keep track on your phone, hey it's time the first of the month to change my furnace filter. The other thing that we also recommend is having a service plan. Have your heating and cooling system checked once a year. That's a well worth it 50 to a hundred dollars service call, but to make sure that your furnace, that your air conditioner is running efficiently, again, we'll save over the years, save energy dollars for you and your home.Jeff:It's interesting you say that. VIP HomeLink is an app, and it's basically for people who they have a home, they want to stay on top of these things, but we all know it's easier said than done. You say, "Oh, I'm going to do this." Then life gets in the way. The app is there to actually send you reminders. You put the information in on exactly what your HVAC system is. You can log in your what filter you need, and it'll send you notifications every time you need to change the filter, every time you need it serviced. It'll actually keep you on point there, because like I said, it's one thing to say, "I'm going to do this." It's another thing to actually do it.Megan:A lot of times we tell our viewers, mark a day or think of a day on your calendar and do that monthly. Now, your app sounds luxurious, and I'll certainly look into that, but in a simple way, if you just think the first of the month, I'm going to check my filter.Pete:Probably the one thing that we've done over the years on Powerhouse is if people haven't, it's a programmable thermostat. I know on some of your other podcasts, you've had a smart home, the programmable thermostat. Maybe it's a Nest that you can control off your phone, which is so nice that you can set back at night, turn down that thermostat and save, turn it down 10 degrees. Over a year time and 10 hours, I think you can save something like 10% on your heating bill. There's really savings and again, that's what, here on Powerhouse, we're about. Saving energy, but also helping our customers and our consumers save energy dollars. Megan and I have put in more programmable thermostats over the years. That's another small investment. They can be as simple as maybe a 25 to a $50 investment. Again, you can go up and get Nest and have everything programmed off your iPhone, which is wonderful. That's significant savings in energy and energy dollars.Caroline:I know Ruth is a very smart home tech kind of guy.Jeff:I like the gadgets. When we moved in, that was the first thing I did was let's get the Nest thermostats. Let's get all the security stuff. Let's get all hooked up and you put eco mode on. It kind of just keeps it at a comfortable ... It's not blowing air on you, but Nest will remind me even when to change my HVAC filter, which I didn't know when I bought it. I mean, it's an amazing device.Pete:It really is. Again, I think that's one of the other things here on Powerhouse that Megan and I are very fortunate is to learn about the new technology all around our house. We've done shows on things in terms of reminders with a smart home, to change the filter, to setback your water heater. Some people might be away for a while and they can set back that. It is amazing the technology, the changes that we've seen over the past 24 years of Powerhouse. It all comes back again to helping that homeowner be more comfortable saving energy and saving energy dollars.Megan:Right now it's, we're approaching summer and here in the Midwest, it's really, really hot. That's another thing. If you can program that with your phone, program your air conditioning. You don't have to have it run all day with a programmable thermostat. You can set that to kick in before you get home from work, before you get back from vacation. One of the things that you can do to maintain your air conditioner is to clean it off. We had an episode where I got to do that, and I had no idea that I could do that myself. Of course, I had a professional walk me through it. You just go outside and you have your air conditioner, make sure that it's turned off at the electrical panel.Megan:Then you take your garden hose and you spray it all the debris off the outside and inside the compressor, spray the fins on the inside carefully, starting at the top down so you don't force any debris in there. That's something that you can do that's really, really simple. Another thing is to make sure that you've got airflow around your air conditioning compressor. A lot of people have landscaping and things like that because they want to hide it. Well make sure you keep it trimmed away so you have about a foot, at least a foot around there for circulation.Jeff:I thought I read that it's not a good idea to put a cover on an air conditioner because it can create mold problems or mildew or something like that. Dumb air conditioners, you can go and you can cover it with like an air conditioner cover, which they sell. I assume there's a need and a reason for that, but then I also read you don't want to cover it.Pete:You just got to make sure again, debris and everything's clear. To me that would be the benefit of having it covered, but then you also have to check to see if there's anything that may have crawled up or may have gotten on the fans. Just be aware of that.Jeff:Some resident chipmunks in there.Pete:Sure.Jeff:I did have a dryer vent [inaudible 00:18:54]. I think somebody moved the dryer and it popped out of the wall, but it's so big that we couldn't see behind it. You don't want to scratch the floors and all that. We only knew something was wrong because we'd run the dryer and then it would get really humid and the hallway started fogging up and it turned out that somebody must've moved it and it popped out off the wall. All the wet steam was basically not going where it should. It's just going into the room and we have a small room. That was an issue. We called the professional.Jeff:They came over and charged me four or five hundred bucks to really ... I mean, I was like, "Oh my God, is that really necessary? Can I not do this myself?" He had a whole thing, it goes all the way up to the roof, I guess. He had to put this thing together and clean the whole thing because I guess dryer vents are a big source of fires. There's something like 15,000 fires a year, the NFPA says are caused by dryer vents. It's a real problem. You got to stay up on top of it or else you can put your family at risk.Pete:I think that's a good point. Megan was mentioning cleaning the coils on your refrigerator. I mean, you don't need to do that, but once a year, but again, making sure that that vent is connected properly. That it is again, blowing that hot air and getting it out of your home. Making sure that the vent is clear there and then go on outside where that vent actually vents to the outside, making sure that's clean out there. I just last weekend went and checked mine. I wanted to make sure that I didn't have any issue, but you're right. A dryer vent fires, I hate to say, can be more common than you think, but a little bit of maintenance can help save from a fire. Also, just the overall, again, the efficiency of your dryer operating.Megan:Speaking of vents, I'm going to reverse the season, but if you have a gas fireplace, they vent outside. I know it's important to make sure that they are covered and that when you're not using it, the six months that you're not utilizing it, things can get in there. Animals can get in there. Debris, all of that kind of stuff so in reverse, that's something that you want to make sure that you check out and have a professional look at. Always. We always recommend a seasonal tune up on those appliances, on your air conditioner, as well as your fireplaces and your furnace. That's another vent issue, right?Jeff:I have a gas fireplace. That is definitely now on the top of my list because you know what? I was outside and I was trying to find the dryer vent exhaust, and the guy said it was on the roof. Then there's another vent. I was like, "What is this?" It's the gas fireplace vent. Now I know.Caroline:My parents had a horror story. They were using, I guess their fireplace once. I don't know. [inaudible 00:21:45] not really sure. Then one day there was this squirrel in the bedroom because I guess the fireplace vent wasn't closed all the way. It was just start of fall into winter. There was just a squirrel in the house. If that doesn't count as a horror story, I don't know what does.Jeff:A squirrel in the house counts as a horror story. I've had that in that apartment that I told you about in Hoboken. I had a squirrel. I was home and I walked into one room and my dogs are there and they just start going bananas. I go in the other room and the squirrel had come in the bathroom and walked into the bedroom and the dogs discovered that. It was just going around in a circle, just like on the ceiling. I literally just closed the door and then freaked out. Then I was like, "Okay, I got to do this. I'm not going to trap an animal right now at this point in time." I just opened the window and left. Then I came back like four hours later, just hoping it was gone. Thank God, it was gone, but not after peeing all over my head.Megan:I think I'd rather have a squirrel than bats.Pete:On Powerhouse, again, we've had episodes again, where chimney sweeps, the importance of making sure your chimney is clean and again, having a professional come out and clean your chimney. We've had episodes where they talked about the chimney sweep, talked about different animals that have been found and maybe have been dead there. That also takes me over to cleaning your ducts, your duct work in your house, occasionally is a good thing to do. If you have a lot of pets, it is worthwhile, but again, make sure your duct work is cleaned. It's about efficiency and making sure again, your appliances are operating efficiently. Just like we know with your car, you have an oil change and a checkup with your car. You need to have a checkup of your house system to making sure that it's operating properly and efficiently. Cleaning your ducts, D-U-C-T-S, and making sure that again, that it's functioning efficiently.Caroline:These are amazing tips. We were talking about outside home efficiency so can we just touch a little bit more kind of beyond the AC unit or whatever the real term is for that, and just kind of touch base on some other outdoor efficiencies that would help along your journey?Megan:Well, I think with landscaping, this goes back to the air conditioner, energy.gov says that you can save up to 50% of your energy if you shelter your air conditioner. Shade it with a bush, a tree, of course, distanced. If you think about it, we run more efficiently when we've got a little bit of shade when the heat is pouring down on us. Your air conditioner is no different. Call a professional, make sure that everything is operating smoothly and I will just reiterate what Pete said. The system of your house is designed to be efficient and all your appliances are designed to work well, but we have to do our part and take care of them as well.Pete:Plant that tree to shade your house, your overall house can make a difference. Just a little bit of shade on your house can cool the house so that the sun isn't beating down on it. That's another opportunity. Again, we've done that numerous times on Powerhouse. Come out and plant a tree and again, obviously again, think safety when you're going to plant a tree. Call to make sure you're not digging into a power line. Look up and make sure you're now also not going up into power lines above that might be up there. We always stress safety on any, do it yourself projects on Powerhouse.Caroline:People like Jeff Ruth here might take things into their own hands when they should be calling a pro.Jeff:Felled enough trees in my day that I know to call a pro.Megan:One thing that can make a real difference in your energy usage is how you plug in all of the things around your house. You think about all of the cell phone chargers that we have on the small end, but then we also have our home office. We have all kinds of little appliances, toasters, things like that, that we don't use all the time, but they are always drawing power. We call that phantom power. That phantom energy can really add up, up to 10% of your utility bill. That's huge. I have a prop for you. This is a smart strip. What this has is different plugs here that will remain on if necessary, like say your wifi router. You don't want that to go off. There's a designated place for those items, but for the things, video game systems, things like that, that you don't use all of the time, your DVD player, things like that you can put in here. Then it actually will sense when you're not using it and shut those things off.Caroline:That is an amazing product.Jeff:Yeah. We're going to definitely recommend because I need one. I'm going to find one, we're going to recommend it to the listeners and give some links out there so you can find the right one for you.Pete:With your ceiling fans during the summer, they are pushing the cool air down. You want to make sure it's spinning the right way to push down. In the winter months you want to pull the warmer air up. Remember when you're out of a room, I remind my family to turn off ceiling fans if you're not in the room.Jeff:Is that because money doesn't grow on trees?Caroline:You mentioned the right way. There's clearly a wrong way. Is the right way for cool air counterclockwise or clockwise or [crosstalk 00:27:25]?Pete:Well, again, making sure you can feel it when you turn it on. Is it pushing down? I mean, you can feel it pushing down. Make sure it's spinning that way. I'll let the listeners check themselves, okay?Caroline:Perfect. Perfect. Your website, discusses home energy assessments. What would that entail and how does a homeowner know that they're ready for such an assessment?Megan:On the Alliant Energy website, we offer an energy assessment and you enter all of your specific information in there, and it's really basically a checkup for your home. It offers recommendations of ways that you can improve and it's something that once you make those improvements, you can then watch your utility bill and see how things change after you do that. I would say every five years, you can revisit it too. If you've done any other home improvements, you can plug those in. It just kind of keeps things up to date. It's not unlike your app actually. You can keep all of that in one place as well.Jeff:We have a lot of things in common. I'm definitely excited to check out more about the Alliant Energy assessment. Can you tell us a little more about where to find that and how to, is it for just people in the service area or can anybody go and get tips there?Pete:Most utilities, again, I think around the country are offering that. I would always say to your listeners to check with your utilities for what kind of services they provide in terms of a home energy assessment. I think most energy companies today are trying to be good citizens of our Earth and are looking at ways to make sure your home is energy efficient and offering that. I would say check that. One of the things that we stress on Powerhouse is energy star rated appliances. When you're going out to look for new appliances, make sure they have that energy star on the product.Pete:Maybe you've got that second old sort of a beverage refrigerator or beer refrigerator that maybe is 20 years old, but it sure keeps those beverages cold. That's not always the best use of that old refrigerator because they really burn through energy. A fridge that's about 15, 18 years old, it might be time to look at a new refrigerator because they are so much more energy efficient here today than just 15, 20 years ago. You can save again, a lot of energy dollars that you're paying to keep those beverages cold.Megan:Another service that Alliant energy offers is a refrigerator recycling program. To Pete's point, you want to check with your utility company and see what services they offer, because you might be surprised.Caroline:Thank you for all these tips. I mean, I'm so enlightened. Knowledge is power they say.Megan:People are sheltering in place and their home a lot more. Their utility bills are creeping up because of that. With the use of the home office, kids playing video games, all kinds of things, homeschooling, using your computer more than you might have before. People are cooking a lot more. There are ways that you can use your kitchen a little bit more efficiently, and that is to scale down your appliances, especially as we're approaching summer. Grill outside. It's a common sense thing. Use your crock pot, a slow cooker, toaster oven, they use so much less energy than torquing up your oven.Megan:Also, you can scale down how you use your stove top as well. You want to make sure that you use your cookware appropriately by using the right pan size so you're not wasting energy by extra heat coming up. Also, put lids on things. That's going to speed up your cooking and it's going to use less energy too.Caroline:I know my fiance doesn't quite get the toaster oven versus the oven. I'm really trying to help him out there. It also got so warm that the toaster oven is, it seems a bit quicker, but it also doesn't make the whole place like it is outside.Jeff:I think one of the best wedding gifts that I ever got was the Breville toaster oven. It's like-Caroline:I just said that, for our wedding.Jeff:It's great. I mean, I use it every day.Megan:It's fast, quick, easy. You can watch it happen and it doesn't heat up the kitchen.Pete:Brilliant. Again, appreciate being able to, Caroline and Jeff, to talk with you guys and share tips with your listeners. As we like to say, always as we finish an episode of Powerhouse, with these tips and ideas and saving energy, we can make your house a power house.Megan:A powerhouse. Visit our website, Powerhousetv.com. There are loads of tips on there.Caroline:Thank you so much, Megan and Pete. It was so lovely to have you both. We hope that we can partner again soon. Our missions really align in that we really have a lot in common. We'd love to have you guys back on the show one day.Pete:Thank you.Megan:We would love it. Thank you.Jeff:Thanks guys. Have a good one.Caroline:Have a great day.Megan:Thanks. You too.Jeff:Bye.
Jeff Jordan is President and Executive Creative Director of Rescue: The Behavior Change Agency. Rescue offers a broad range of marketing services for government agencies (public health departments, state and federal agencies) and non-profits seeking to promote positive changes in public health related behaviors. Jeff started his agency when, as a high school student, he volunteered for his local health department's youth-targeted anti-tobacco program. He transitioned from volunteer to contractor, tweaked the anti-tobacco program to approach teens in an innovative way, and grew the agency through “a lot of referrals.” He opened his first office while he was in college and continued his focus on behavioral change for social good. In this interview, Jeff tells us that marketing tactics that are used to sell products don't necessarily work in changing “fundamental behavior.” His team has to be expert, not just in marketing, but also in behavior change theory, psychology, and sociology . . . and know how to appeal to different subsets within targeted cohort groups. Jeff says that it can take years for a consistent message to bring measurable change, and although there is nothing equivalent to “sales data” to gauge message impact in “real time,” he has found there are some measurable interim “markers” on the path to behavior change. Tracking and measuring specific behavior-related attitudes or beliefs or pieces of knowledge over time can predict subsequent behavior changes. About 7 years ago, Rescue won a $150 million FDA youth tobacco prevention contract. These funds allowed the agency to increase in size from 50 to 150 employees in 3 years. Today, Rescue's 175 employees work out of 6 offices around the country. They serve government agencies and nonprofits in 30 states. Rescue creates programs for these organizations, but also has a library of campaigns that can be licensed. Over the years, Jeff has learned to say “no” to opportunities that are not right for his agency. Budgets that are too small can limit a campaign's success . . . . and blame for poor results will invariably fall on the agency . . . not on the tight budget. The smaller a client is, the more they tend to demand. Jeff has observed that agencies end up over-servicing smaller accounts to keep them, tie up senior personnel in servicing these smaller clients, and underservice their larger accounts. Jeff warns that really small accounts can hold an agency down. Jeff applauds the move away from condemning people who choose unhealthy behaviors and the increasingly broad awareness of underlying lifestyle situations that contribute to these behaviors. Jeff's agency attracts employees who want to do something good in their careers. He describes the agency as “responsibly rebellious,” and explains that is manifested in the way the agency encourages clients to take risks in a responsible way. Jeff can be reached on his company's website at: Rescueagency.com. The agency runs what Jeff describes as a “pretty robust YouTube Channel” at: youtube.com/rescueagency. Transcript Follows: ROB: Welcome to the Marketing Agency Leadership Podcast. I'm your host, Rob Kischuk, and I'm joined today by Jeff Jordan. He's the President and Executive Creative Director at Rescue: The Behavior Change Agency. Welcome to the podcast, Jeff. JEFF: Thanks so much, Rob. ROB: It's excellent to have you here. Why don't you kick us off by telling us – it's right there in the title, a little bit – Rescue: The Behavior Change Agency. But tell us a little bit about Rescue and where you excel. JEFF: We are a public health behavior change-focused agency. What that means is that we exclusively work for campaigns that strive to change health behaviors for social good. Almost all of our clients are public health departments, state and federal agencies. When we say behavior change, we refer to actually changing a fundamental behavior that a person is performing. So rather than changing what we would describe as a brand preference of someone who drives one car, changing them to drive a different brand of car, we're looking to change that fundamental behavior of actually driving the car and converting them to ride a bicycle instead. Or in other health arenas, things like quitting smoking or eating healthier, etc. ROB: Perfect. Is that something you've actually engaged in? Encouraging people to ride a bike instead of driving a car? JEFF: Not that one. [laughs] But it's an example people tend to understand. ROB: What are some examples, digging a little deeper, of campaigns? You mentioned smoking cessation. There's probably some other interesting things you've worked on. What are some examples? JEFF: We work from simple behaviors like quitting smoking or not using drugs or not vaping and things like that to more complex behaviors like healthy eating, where we're actually promoting specific types of foods, specific changes to what they eat, as well as mental health behaviors that are even more complicated – trying to get people to reduce stigma and recognize when to seek help, when to do something about the feelings they're having, and whatnot. ROB: Very interesting. You mentioned brand preference; in some cases, I think people think of brand preference as being kind of pliable. Maybe it is just as difficult to change as some health behaviors. How do you think about, or how do your clients even think about, measuring these behaviors over the long term? I imagine the feedback loop on one of your campaigns might be rather long in some cases, given the research required to gather those results. Or maybe there's something unexpected I'm not thinking of. JEFF: You're absolutely right. Behavior change, we usually say you need a couple years at least of consistent campaigning to really see a measurable change. Unfortunately, we don't have sales data to look at to see what's happening in real time, so we rely on self-reported surveys and things like that that either our clients perform or that we help them perform to see what people are saying about the behavior. You do have some interim steps that you can measure on the path to behavior change. Whatever your underlying theory is of what you think is changing in order to change the behavior, such as specific attitudes or beliefs or pieces of knowledge about a behavior, you can measure those, and then those can be pretty predictive of a behavior change later down the line. ROB: One benefit it seems like you might have in your industry – is the behavior change industry perhaps a little bit more open about what works and what doesn't than maybe some particular vertical market, like marketing soda or something? JEFF: I think it's a double-edged sword there. It's more open in the sense that you can survive on theory for a longer period of time. In the commercial world, you can have a great theory, but if it doesn't turn around sales in a quarter, you're kind of out of luck there. In public health, you can survive on theory for a few years. So that does allow you to explore more options. But that also allows bad work to remain for a long time. We see that there's a lot of mistakes and common pitfalls that clients fall into, usually when they work with traditional agencies, that just happen over and over again because it works to sell a product, but it doesn't work to change a fundamental behavior. ROB: What about openness in terms of tactics? In some cases you have organizations like the UK's famous – I may be misattributing it, but their Nudge Unit there. You have probably published research in some cases around behavioral change. How much of your work is synthesizing and adapting those things to a community and to availability of resources versus cooking up something completely out-of-the-box and new? JEFF: There's a lot of theory and approaches already within public health behavior change. I think the UK is interesting in that they tend to have movements that occur there within behavior change. 10-15 years ago, they were really social marketing, and then it switched to Nudge, and they seem to all move a little bit more cohesively, maybe because it's a smaller country. Here in the U.S., we don't see as much cohesiveness in the approaches. The latest and greatest CDC strategy or FDA strategy, those do have a big influence on the work, but a lot of states are making decisions for themselves and applying the theories and approaches that they're comfortable with – everything from states that might still be using hardcore scare tactics like the '90s in their drug prevention work, all the way to other states that are more open-minded in realizing things like adverse childhood experiences influence how people make decisions about risk behaviors later in life. That's something that the state of California is really looking at. You have a really wide range of approaches and comfort level with those approaches. One of the things that we have to do that is kind of unique to our industry is we often have to share some of that education and some of those case studies from other states with potential clients so that they can understand, these are your options. You don't have to just do the scare tactics. That's not the only thing out there, and actually it often doesn't really work. So, we have to be the experts not just in marketing itself, but in behavior change theory, psychology, sociology, all these things that go into it. ROB: It sounds like there's a difference of tactics, a difference of outcomes. Are you seeking cessation? Are you seeking some sort of treatment? Are you just seeking a reduction of use in something that is now legal in certain places? It sounds like you are able to pool that expertise and help – in the ways that many agencies are, but you don't think about it so much in public health – bring those best practices and learnings from other clients. That makes me want to pull back and dig in. You're in a very unique area of focus. I think we've done probably 120 or so episodes right now, and we have not been in a conversation with an agency owner who is in public health and behavioral change. You mentioned you've been in the agency, at least, for 20 years. Did you start off with that area of focus? How did Rescue come to be? JEFF: We are definitely a unique agency. I actually started the agency when I was in high school. I was a volunteer for my local health department's anti-tobacco program. That was a youth program. They worked with a local agency, and after volunteering for about a year, I noticed that the kids we were reaching, the teenagers we were appealing to, were not current smokers, and they were never going to be smokers, whether we existed or not. These were good kids. They were leaders. They wanted to put this on their college application. There was really no change I could see that we were causing, even though we were successful from the sense that there was a lot of youth involvement and we were doing a lot of things. Fortunately, we had an advisor at the health department that was also pretty savvy in terms of youth culture. I like to joke that she was a break dancer when she was in high school, and she was maybe 7 years older than me. So, she was still pretty connected with what high risk youth culture might look like versus low risk youth culture. I said, “Why are we spending all our money on these youth?” She was open to allowing me to move from being a volunteer to being a contractor to start to provide some of these services that would change who the program appealed to. That continued for the next year or so in high school, and very quickly we started to innovate in a way that just wasn't happening in public health, particularly with teens. That turned into a lot of referrals. While I was in college, we grew a lot through referrals and got our first office when I was in college and things like that. So, we really grew organically, and from Day 1 have been exclusively focused on public health. ROB: What does the team look like today? What are some of the scale points and key hires to where the team of the agency is now? JEFF: Today we have about 175 employees, six offices around the country. We are the largest marketing agency in San Diego, but most San Diego businesses can't hire us. [laughs] Our work, though, is spread around the country. We don't have a specific geographic footprint. There's not one place where our clients are clustered. We work with about 30 different states and with the federal government, with the FDA, as well as Veterans Affairs and others. Some of the big scale points that have occurred – there's been a few. The biggest one was about 7 years ago, when we were about 40 or 50 people at the time and we won a contract with the FDA to do youth tobacco prevention. That contract was a $150 million contract for an agency of 50 people. We very quickly grew thanks to that contract. We brought on our CEO, Kristin Carroll (who's still with us today), at that time, who helped us grow quickly. Within a matter of 3 years, we went from about 50 people to 150 people. But in that time, we've continued to grow with other clients as well. Some other notable wins are the California Department of Health's nutrition campaign as well as some other states that have brought on larger contracts. ROB: You mentioned that many San Diego businesses probably can't work with you. Does that reflect a change in the overall deal size that you've pursued? JEFF: No, no, that's just mainly because we don't do commercial marketing. You have to be a public health oriented campaign. We work with the local county health department, we work with the local school district, and we also work with the district attorney's office. So, we work with a lot of local government agencies, but we don't have any commercial customers here or anywhere else. ROB: I see. Once many agencies scale, and especially north of 100 people, I think a lot of times they become very focused on just the FDA size deals. How do you manage that different granularity of client size within one organization and not become really fixated on hitting those homeruns? JEFF: That has definitely been a problem of scaling up. There aren't that many FDA size deals in our space, so we're forced to continue our more modest deal size – which we're very happy with. But I think the biggest challenge that has occurred is being careful not to try and apply universal lessons to the entire agency. Some things that we do for our largest client don't necessarily apply to our smallest clients. We've gotten in trouble sometimes in starting to do things for our smaller clients the way we do it for our larger clients and then going over budget and overcomplicating things when they don't need to be. And vice versa, also making sure we don't get too simple with our biggest accounts. We have to operate in this limited budget standpoint for some of our accounts and then a more open budget to explore different things with our largest accounts. That's probably the biggest thing we have to remind ourselves of and be cautious with. Really, we're operating like two different agencies within one. ROB: We are chatting here right in the middle of the spring 2020 COVID-19 epidemic. How has that changed your mix of business? Do you have clients that are working within – do you have some stay home campaigns running and that sort of thing as well? I imagine any work you've done, you've had to learn very quickly. JEFF: Surprisingly, we haven't gotten into any stay at home work, mainly because we tend to focus on long-term campaigns so that we can measure these long-term changes. It does affect COVID because a lot of the reasons that people are passing away because of COVID is because of preexisting conditions that we're trying to prevent with some of our other behaviors. So in a way, they're all connected. But when there's an emergency like this, communications get out pretty quickly and go viral pretty quickly. You don't really need the traditional long-term campaign to figure it out. The one thing that has changed the most for us is the production of new creative and new messages. Right now we're focused almost exclusively on creating animated work and infographics and things like that. Our clients still want to produce the work, still want to put new messages out there. Right now, people are consuming media more than ever before, so we're still cranking away new stuff. ROB: That's excellent. Jeff, you've been at this for a little bit; you've built the largest agency in San Diego, which is quite a thing. What are some things that you've learned along this journey that you might do a little bit differently if you were starting Rescue all over again? JEFF: There's so many lessons you learn, but you almost need to learn them in order to grow from them. I think that one of the things that we learned was not to be afraid to say no to an opportunity if that's not the right opportunity. I have to teach this lesson to every new business development person we bring on or client service person we bring on. It might feel weird to say no to a small client, but keep in mind that if they don't have enough funds for us to do a good job, they won't blame the budget; they will blame us for not doing a good job. And without fail, the smaller the client, the more they ask for. Oftentimes I've seen a lot of agencies get stuck in this world where they are over-servicing smaller accounts to keep them and underservicing their larger accounts, and it's usually top-heavy. It's usually more senior people that are servicing these smaller accounts, who are now not able to go out there and pursue bigger work. So, you really have to be careful of the really small accounts holding you down. ROB: How do you think about positioning and communicating the scope with the small accounts so that their expectations are aligned? Or have you found it's hard to manage them and you just have to pick the right ones and let someone else have the ones that are going to ask for the full buffet for 5 bucks? JEFF: We definitely let someone else have those. [laughs] It's about being transparent upfront and saying, “Look, this is what it takes to do good work, and this is why. These are all the components that need to go into something.” We have found ways of being able to accept smaller accounts with different strategies. For example, something that's completely unique to our space is we actually license campaigns. We have about four different preexisting campaigns that governments can license from us and that are reused over and over again across the country. That has allowed us to open the door to some smaller – not the smallest, but some of the smaller accounts that don't have the funds to create new campaigns, but do have enough funds to implement a licensed campaigns. That's something that could never happen in the commercial world; no one would ever want to share anything. But in our space, the government loves to share, and they actually love the reduced risk that comes with knowing this has already run somewhere else. ROB: Right. I can see you coming with some results, and they can see what the campaign looks like out in the world. They can probably even go and visit and see in some other place how this campaign looks in the wild, which you can't do, to your point, for most businesses. Maybe you could get away with it in – I don't know, if you were just serving one lawyer per market, or one plumber, or something crazy like that. But even then, they probably wouldn't want to share. JEFF: Right, exactly. There's so many things that we do here because we are focused on this space that would just not be possible if we were a generalist agency. And that's part of our argument for potential new clients: look, you can hire your local ad agency that everyone has heard of that has done all the car dealerships and local banks and things like that, or you can hire a specialist in public health. What's going to happen if you hire a specialist in public health is you're going to get all this institutional knowledge about how public health marketing is different from commercial marketing and be able to be more effective, more efficient, and have all this research and tools at your disposal. ROB: Jeff, at 175 people, you're up above that 150-person Dunbar number that many people talk about as that maximum number of people you can be in relationship with, or people might phrase it differently. How have you thought about structuring, organizing, and persisting culture as you break through dozens and then triple digits and then over 150? JEFF: We had a pretty strong culture before I knew that company culture was a thing. It comes from the culture being embedded in the work. A lot of times, folks try to put this layer of culture on their organization that doesn't really have anything to do with anything. That's where culture tends to fail or feel shallow. Where culture is really strong and real is where it manifests through the work. For example, one piece of our culture is that we describe ourselves as “responsibly rebellious.” What that means is that we want to push our clients to take risks within a responsible way. That is manifest through a lot of decisions that we make for our clients, things that we present to our clients, ways that we approach how we work with our clients. Then, when we say that's a part of our culture, it's true. It is a part of our work. It's part of what we do. When we talk about being science-based, we have a giant in-house research team that does presentations for us that is then infused in the creative and in the strategy. So, I think the best way to maintain culture is to just have an identity that is real and that you truly apply every single time you do the work. ROB: It almost seems like some of the culture would be self-selecting. Not to say that people might not view Rescue as a very attractive place to work, but it seems like an odd company to sign up for unless you have a real interest in messages of public health and in helping people and helping communities. Do you find that in the interview process? JEFF: Yeah. This millennial generation that's now dominating our workforce, we are the ideal kind of company to work for. They want to cause social change. They want to have an impact, and we can allow them to have that impact. So, definitely the people that come in are people who have an interest in doing something good with their career. And that helps. Everybody in the agency wants to have a good outcome from that campaign on a deeper level than just simply delivering for a client. ROB: That makes sense. Jeff, what's coming up for Rescue that you are excited about? Or maybe it's even something in terms of either broad messages that you're seeing trends in, or even tactically? JEFF: One thing that's pretty exciting is that we're seeing a broad awakening of the underlying lifestyle situations that lead people to choose unhealthy behaviors. The best example of this is what's happening in California with the new – California has a Surgeon General for the first time, and she is focused on infusing adverse childhood experience understanding, which is this area of health research that talks about if you had these really, really big things happen to you when you were a kid – things like divorce or a parent dying or domestic violence or mental health in the family, these heavy things – those things set you on a trajectory to take on much higher risks later in life. And if you can embed an understanding of who people are and where they come from in your work, you can be more effective with these populations. So, an understanding of that, an understanding of mental health, an understanding that people don't do risky things in isolation. They do them from a complicated equation of everything that's happened in their life. That was just not existent for the past 20 years, particularly in things like drug and alcohol prevention, where it's like “people who use drugs are just making a bad choice, they're just stupid, they're just bad and they need to be told to stop doing bad things.” [laughs] That's just not how it works. It's really nice that a lot of public health is moving away from that perspective and instead moving towards a deeper understanding of the complexity of human identity. ROB: Absolutely. It brings to mind for me – you have a responsibility; the messages you're putting out there are not messages for any particular – you probably work with governments of every political party possible. JEFF: That's right. ROB: But we live in a world where – what you're saying even hearkens back to partisan politics. How do you think about putting messages out into the world that have to transcend politics and party? JEFF: I think we all suffer, across industries, across topics, from talking to ourselves and not understanding someone who's different. One of the things I like to say that I feel makes this so different is applied empathy. It's not just that we have more empathy than someone else, but that we actually apply that empathy to how we create our messages and can articulate, when we're going to create a campaign for rural men, why that campaign has to be so different from a campaign, for example, for African American women. What is different about their life experience, their attitudes, their worldview, their values that will change the way we communicate to them – but also change what we're saying. A great example of this is that we do a ton of tobacco prevention work, still, with teenagers, and you can talk to an alternative teen in an urban area who listens to rock and things like that – you can talk to them about the evilness of the tobacco industry and all the horrible things they've done, and they will get fired up. They'll say, “I don't want to support an industry that's destroying the world and manipulating people.” So, you can motivate them not to smoke just by talking about the tobacco industry to them. But then you take a rural teen, a country teen who maybe is a younger version of the right side of our political spectrum, and you talk to them about the tobacco industry and it just doesn't even faze them. They're like, “Well, that's their right as a company and you have the right to choose what you're going to do, whether you do that behavior or not. It's all about personal responsibility.” If you don't know that difference and if you don't know that they are processing information differently and caring about different things, then you're just speaking to yourself. You're just speaking about what you care about. And that can apply to so, so many different things. Within politics, its' so interesting to see people just yell within their bubbles about things that they care about and are baffled by why no one else cares about them or why the other side doesn't care. All you have to do is just spend a little bit of time on the other side and you'll understand why they don't care about what you're talking about. ROB: It's a great thought for all of us on meeting people where they are instead of where we think they are. Jeff, when the audience wants to get in touch with you and with Rescue, where should they look for you? Where should they find you? JEFF: Yeah, definitely. Rescueagency.com is our website. There's contact information there for different folks. But also, if you're just interested in what I was talking about and learning more about public health marketing and behavior change and things like that, we have a pretty robust YouTube channel, youtube.com/rescueagency. Lots of actual workshops and videos that we've done explaining our approach and research and some examples of the work. ROB: Perfect. Jeff, thank you for joining us. Thank you for the thoughtful work that you do. We're grateful for it, and look forward to a lot more of it in the future. Congrats on all the success. JEFF: Thank you. Thanks for having me on. ROB: Thank you for listening. The Marketing Agency Leadership Podcast is presented by Converge. Converge helps digital marketing agencies and brands automate their reporting so they can be more profitable, accurate, and responsive. To learn more about how Converge can automate your marketing reporting, email info@convergehq.com, or visit us on the web at convergehq.com.
更多英语知识,请关注微信公众号: VOA英语每日一听Mike: So Jeff, we were talking previously about your film production and your travel experiences, and have you ever had any bad experiences or any really bad experiences that stand out in your television kind of documentary production?Jeff: Yes, there's been several --- there's been many small, uncomfortable or scary moments, but I think the pinnacle of that experience came on my birthday maybe three years ago in the Philippines Sea.Mike: Wow!Jeff: And we were shooting a television documentary in the Southern Philippines and its a developing country, so the standards for safety are a little bit lower than a developed country like America or Japan, so we were on a boat. We had charted a boat to go across the Philippines Sea from one island to another, and just after dusk at night.Mike: You were doing like a film shoot?Jeff: Yeah, we were filming down there for two weeks in the Southern Philippines, and we charted this boat so we had all out gear. We had our camera crew. We had everything on the boat going from one island to another, and just after dusk. after it had got dark, the boat sank.Mike: Wow! You lost everything?Jeff: We lost everything, but at that moment nothing really mattered. No physical possession, or none of the film that we had shot over the last week. Nothing. It was just --- you were just worried about living, so everything else went out the window, so I was just thinking about I have to stay alive. I have to live through this.Mike: And I"m assuming, you did stay alive.Jeff: I'm still alive.Mike: That's a bonus.Jeff: One of my nine lives is gone, or maybe two of them or three of them, but yeah.
更多英语知识,请关注微信公众号: VOA英语每日一听Mike: So Jeff, we were talking previously about your film production and your travel experiences, and have you ever had any bad experiences or any really bad experiences that stand out in your television kind of documentary production?Jeff: Yes, there's been several --- there's been many small, uncomfortable or scary moments, but I think the pinnacle of that experience came on my birthday maybe three years ago in the Philippines Sea.Mike: Wow!Jeff: And we were shooting a television documentary in the Southern Philippines and its a developing country, so the standards for safety are a little bit lower than a developed country like America or Japan, so we were on a boat. We had charted a boat to go across the Philippines Sea from one island to another, and just after dusk at night.Mike: You were doing like a film shoot?Jeff: Yeah, we were filming down there for two weeks in the Southern Philippines, and we charted this boat so we had all out gear. We had our camera crew. We had everything on the boat going from one island to another, and just after dusk. after it had got dark, the boat sank.Mike: Wow! You lost everything?Jeff: We lost everything, but at that moment nothing really mattered. No physical possession, or none of the film that we had shot over the last week. Nothing. It was just --- you were just worried about living, so everything else went out the window, so I was just thinking about I have to stay alive. I have to live through this.Mike: And I"m assuming, you did stay alive.Jeff: I'm still alive.Mike: That's a bonus.Jeff: One of my nine lives is gone, or maybe two of them or three of them, but yeah.
更多英语知识,请关注微信公众号: VOA英语每日一听Mike: So Jeff, we were talking previously about your film production and your travel experiences, and have you ever had any bad experiences or any really bad experiences that stand out in your television kind of documentary production?Jeff: Yes, there's been several --- there's been many small, uncomfortable or scary moments, but I think the pinnacle of that experience came on my birthday maybe three years ago in the Philippines Sea.Mike: Wow!Jeff: And we were shooting a television documentary in the Southern Philippines and its a developing country, so the standards for safety are a little bit lower than a developed country like America or Japan, so we were on a boat. We had charted a boat to go across the Philippines Sea from one island to another, and just after dusk at night.Mike: You were doing like a film shoot?Jeff: Yeah, we were filming down there for two weeks in the Southern Philippines, and we charted this boat so we had all out gear. We had our camera crew. We had everything on the boat going from one island to another, and just after dusk. after it had got dark, the boat sank.Mike: Wow! You lost everything?Jeff: We lost everything, but at that moment nothing really mattered. No physical possession, or none of the film that we had shot over the last week. Nothing. It was just --- you were just worried about living, so everything else went out the window, so I was just thinking about I have to stay alive. I have to live through this.Mike: And I"m assuming, you did stay alive.Jeff: I'm still alive.Mike: That's a bonus.Jeff: One of my nine lives is gone, or maybe two of them or three of them, but yeah.
Achieve Wealth Through Value Add Real Estate Investing Podcast
James: Hi audience and listeners, this is James Kandasamy from Achieved Wealth Through Value Add Real Estate Investing podcast. Today we are doing a podcast and a webinar as well because I've an awesome presentation from Jeff Adler who's the Vice President of Yardi Metrics. Yardi is one of the largest property management companies in the nation and they have a lot of data behind them and Jeff is going to provide a lot of insight, which is going to give us a state of the union of multifamily industry. Hey Jeff, welcome to the show. Jeff: Well thank you very much James. James: Alright Jeff, so let's go back to last year 2019 where we had a really good podcast. I believe that's podcast number one. Where we call it a state of the union of multifamily for 2019. So this time is 2020. So let's have a recap. What has changed from 2019 to 2020 for the multifamily market? Jeff: Well, you know, in one regard, not much. Okay. And another regard a whole bunch. So if you kind of recall at the beginning of 2019 from an economic standpoint, there was a fair amount of uncertainty. The fourth quarter of 18 was kind of a Swan dive, we had an, a big inversion of the yield curve. The Federal Reserve had kind of raised rates. Stock market had kind of gone into a significant correction and 2019 we really weren't sure whether the economy would continue to be able to grow. Would the fed take the corrective action necessary? And the economy would be able to navigate some of the trade pensions and basically the continued health of the multifamily industry would it still kind of advance at a good clip or what was the state of supply. So there was some uncertainty around some of those kind of components. And so the picture is a bit more clarified from the macro economic standpoint. The feds did cut rates, the yield curve stopped its inversion flat again. And the economy kind of advanced forward, we had 2.3% growth over the course of the year. Job formation has still been quite good. Difficulties with supply had kind of stretched out that supply delivery curve and occupancies have performed well. Overall rent growth across the country has been around 3% with fewer markets performing poorly. Some of the hot markets kind of beginning to tamp down. So the one I would say negative component in all of the multifamily world is the regulatory backlash that occurred from rent control legislation in Oregon, New York and California, which has made those markets less attractive compared to others. But the basic outlines of the economy are still quite good. I just came back from the NMAC conference in Orlando I guess it seems like forever ago, but I think it's was only last week. And there the mood is very good, lots of capital lots of activity going on. People always worried about are things kind of richly valued, and they are. But if you look at the spreads in cap rate in the 10 year, still pretty good. You look at good availability, still very good. More capital is flowing into the multifamily industry from not only outside the United States, but inside of the United States with a multifamily being one of the two top asset classes for investments. So when you look at the demographics continued to be on a positive, you look at the supply, which we do not think will be out of hand and we just finished up a new supply forecast by property almost. Taking into account a lot of the cycle time data we have on deliveries of projects. We think that we'll actually, as a country, deliver a tad less than the 300,000 odd units that were delivered in 2019. And we are in generally speaking housing shortage contrasted to the housing surplus that we had before the crash. So it's really a really good time to be in multifamily. It's almost so good we kind of pinch ourselves and saying we don't want it to be this good. There must be something bad. What's the horrible thing that's going to happen to us? We're just having a hard time dealing with good news as an industry. But I'm cautious. I continue to be cautiously optimistic. I don't see a recession at least until 2021 and quite frankly, with the way in which the economy has kind of come through this, I'll call it a mini manufacturing recession. It didn't really affect the services industry; it did affect manufacturing and sectors exposed to trade. With us actually coming out of that growth prospects for GDP are actually higher this year than they were in 2019. So I don't really see a recession till 2021 and one could argue very effectively, 2022 but certainly we have another good year ahead of us and inflation is not out of hand in any respect. And because inflation isn't out of hand, there really is no pressure for interest rates at the short end to move higher. And there certainly is no pressure on the long end. I mean, interest rates for the tenure are back down to below one six and they were at one nine, not just before this kind of corona virus scare. But if you look at that, like if there's no inflation, then you're not going to see kind of big interest rate moves. You're not going to see big interest rate moves. You're not even going to see moving in cap rates or movement associated with a recession. It's really quite positive. I think the biggest issue if you're a multifamily investor right now is it's hard to find deals that aren't very richly priced. You have to be very prudent with your underwriting and with your capital investment. The competition for assets is quite extraordinary, particularly in cities adjacent to California and the Northeast; there are capitalist fleeing those areas. I've been speaking to folks in Phoenix where the market for multifamily is so amazingly red hot because of all the California is trying to move their capital out of California on a gradual basis. So I think that the biggest challenge right now is to prudently underwrite and to find opportunities that make sense. And if you're going to overpay and the fact of the matter is if you're in a competitive bid situation and you won, you overpaid. The question is will the market kind of bail you out? Are you in a rising tide so that the fact that you overpay at any particular moment doesn't really matter because the investment overall will perform well as the market and your value creation strategy plays out. So, long answer James, but I'm pretty optimistic about where we are in 2020. James: So what would cause the recession in 2021/2022? Jeff: Well as I've been saying quite a while, I don't know if I had this little piece here. Let's see. I'm trying to find out how do I kind of explain, this is a classic way of thinking about, and by the way, this slide is the same slide I've had since Trump was elected in November of 2016. Alright. So seems like, okay, things are a little more positive than I think they were even in November. Alright. So the balancing act has always been the pro growth elements of the administration's policy compared to the anti-growth elements of the administration's policy. Pro-growth seemed first tax reform, regulatory relief, executive orders. The anti-growth came later immigration control, which has restricted the amount of labor coming into the United States. It has created a labor shortage which has boosted incomes at the lower end of the economics and education scale. So it achieved its objectives at the cost of some level of growth and trade negotiation. Because the tussle with China has scrambled supply chains. And so there's a little bit of clarity with the signing of the USMCA in North America and the first phase of the Chinese agreement in I think in mid January. So trade negotiation is less of an anti-growth element than it had been. Immigration control still is an anti-growth element and the program elements are still kind of there, but kind of burning their way in and nothing much has happened. Infrastructure, education reform or healthcare, nothing's happened there. So when you look at it, I would say it's more like three quarters full versus a half full that I said in November. So what would cause a recession to occur? Well if you had a sudden increase in inflation, either labor cost inflation or materials cost inflation that would raise shorter term interest rates, that would cause an inversion and then you'd have a recession. Some significant macroeconomic demand shock, negative demand shock would cause it; apart from either of those things, I don't see a response and the other thing I do look for constantly is where's the debt bubble? Recessions are classically caused by excess leverage in certain sectors of the economy. So you constantly, in my mind, I'm constantly looking for where's the debt bubble and it's a big enough to cause a recession? Right now one could argue that there's a bit of a debt bubble in consumer auto loans, not that big a deal. It's not happening in mortgage or real estate. That's clearly the case. Is it happening in corporate debt? Yeah, maybe, but they're sophisticated folks. Is it happening to a certain extent in oil? Well, one could argue that that the factors are a bit over levered and the banks are trying to sort of reel them back in. But at 55, 60 bucks a barrel, it's not so bad. I don't see, again, when you look around and say, where's the inflation coming from? It's not coming from materials and it's certainly not coming from oil. I'll go back here and kind of show you a little bit of slide on oil production. It's not coming from oil. It's not really coming from labor. If I kind of go back a further point, not really coming back from labor, rent actually; rent, real estate is a quite frankly a bit of a driver of whatever inflation we do have because of frankly regulatory constraints to supply and the cost of materials and labor. That's kind of hard to produce supply to enter the market. So I don't really see inflation cracking over too, I don't see from the material side, I don't see from the labor side. Read some interesting papers by the way, that one of the issues we kind of are scratching our head about is with all this labor shortage. Why aren't labor unit costs going up? Or the fact of the matter is the workforce is older, is less likely to move, is reasonably productive. So there is wage inflation at the bottom end of the scale, wages at the bottom end is going up 5% but it's not enough to offset people who are retiring it at higher wage rates and slower wage growth among older workers. So even, and we've had a long history of services inflation with goods deflation and seems to play out. Now long story is the multifamily, not exactly economic piece, but the basic point is if you understand the basic sort of lay of the land, interest rates lower for longer, not really no big inflationary pressure, then income producing real estate looks really good because you're not going to get a reprising on the value of the asset and that's the way real estate works and generally you got growing incomes. So that's the basis of not believing that there's going to be a recession kind of upcoming immediately. We always thought, we're going to eventually have recession, but I don't see the basis of the pressures that would give rise to that at least for the next 18 months or more. James: Got it. Got it. So a primary would be the political climate is what you are saying could be where we might be causing some of these potential recession. It depends on what's the policy and you don't see any other big risk, I guess, right. In any other... Jeff: Yeah. So I mean, so James, you're in Texas, I believe, Austin is that correct? James: Austin. Texas, Jeff: Yeah. So your state and your city is the beneficiary of misguided policies in other places. The growth in population, the growth in tech centers is really occurring in the South and the West. It's not to say that New York, San Francisco, LA, are not wonderful places have very deep tech hubs and tech ecosystems. But what's generally happening is that when a business decides it wants to scale, it doesn't scale. In California, it can't, it doesn't scale in New York. It scales outside. That's not the say that Google is building a big footprint in New York City to access that labor pool. That's not the say that there are large tech firms that are; just yesterday I think Google was trying to in a wall street journal get San Jose, we redeveloped the city of San Jose downtown as an employment and a commercial center. But the fact of the matter is the cost of housing and expansion is so difficult in these major gateway cities that places that are business friendly and have an intellectual capital infrastructure like Austin are growing quite rapidly. Ross, Austin, Raleigh, Atlanta, Denver, Phoenix, Salt Lake City, these are places where the tech infrastructure on talent is expanding. Texas is a beneficiary of having a great business climate. And so population and I think I have a little slide on this one here, population is moving as one would expect. Population is moving domestically; Vegas, Austin, Phoenix, Raleigh, Charlotte, Nashville, Orlando, Dallas, and Denver. You know, these are places that have significant domestic inland ratio. If you look at the other, I'll call gateway cities, they have a significant amount of domestic out migration and in the past they really were covered by international immigration. Now that as coming down a population in the US is growing at seven tenths, I think now six tenths of a percent. So these cities over here are growing quite rapidly. And Austin is one of the beneficiaries of that. Jeff: Got it. Got it. So what about, I mean, in the beginning you mentioned about the cities just outside of California or like Phoenix, I mean, Phoenix and Las Vegas is beneficiary or people are moving out to California and why is that? Why is that driving? Why not they come to Florida or Texas? Why is Phoenix and Las Vegas which had a huge cycle in the past crash, it went from hype to so down. Why are they like now? James: So if you think about it both in New York and in California, you have a hollowing out of the middle. And so if you're extraordinarily wealthy, so let's convert this to almost a apartment investment discussion because of the structure of the economy if you can build a class A property in Northern or Southern California, you should continue to build it. They will continue to get occupied because there are a reasonable number of people that have continued to expand at the very high end of the market. Jeff: Got it. James: Conversely, in the very low end of the market, it is a draw for people from around the world who want to get a start in the United States. But if you're in the middle of the income stream, then your life isn't that great and your costs are quite high and you can improve your quality of life by going someplace not too far from where you are. So if you look at California, the people streaming out of California, Boise, Salt Lake, Phoenix, Las Vegas, and yes, companies are moving all the way to Dallas. But there's a steady stream of the middle income and I would say and low income and it will cost 50 to 150,000 a year. Educated, skilled, but not at the highest level, not the half a million dollar a year kind of thing or $300,000 a year, but right there in the middle. Now the same thing is happening coming out of the New York metropolitan area, New York, New Jersey, Connecticut, and that's streaming to the Carolinas and into Florida. That's what's happening. Orlando has a little bit of a bump from Puerto Rican immigration, but there's pretty much people streaming out of there. And if you're talking about people leaving Chicago, they're going more to the Tampa where they used to go for winters. The new workers are going to the gold coast and the people in Chicago go to the Gulf Coast and down to the Carolinas as well. And Carolina is Georgia and so forth. And this is just where, look at the numbers, look at where the people are coming from. I mean it's in the numbers, it's in the cost structure. Certainly the tax bill that it went to effect in 2018 is pushing people at the margin on a slow roll kind of basis, adding a little extra push to what's been going on otherwise. And so when I look at where the population is growing, where the new supply is going, where intellectual capital is moving this is what I see. That's what I see and that's where an investment standpoint, my own view is you want to be in places where the tide is rising. It's easier to make money where the tide is rising and populations are growing and the economy is boosting incomes and it is to kind of swim upstream. I'm not saying you can't make money in Buffalo or Syracuse or Cleveland, but it’s tougher. James: Awesome. Yup. Yup. So Jeff, I have a question in terms of the rising, I mean the capital is comprising the price of buying an apartment nowadays as reason now from, I mean if you look at Texas in Dallas, Austin and San Antonio and I think everywhere, I think everyone across nations. It used to be 50 a door to buy an apartment. Now it has gone like 80 to 100 and in some places 120, 130 a door even for a class B and C properties. So how does it make sense? Because you can construct new class A with that similar cost, like a hundred, 110, you should be able to? Jeff: But no actually you can't and that is the entire point. Because of restriction and again, we're obviously talking about the city and which part of the neighborhood, but the fact of the matter is that construction costs have risen significantly and regulatory burdens have risen significantly, particularly in kind of urban cores so that the cost of constructing new products is higher. Now there is a lot of work being attempted to bring down the construction costs through prefabrication, through potentially regulatory streamlining. But it's not as easy as it seems and there's a lot of institutional resistance to it. I've spent the whole year trying to help crack the sort of affordability code and it's literally just buried in a swamp. I mean, it's just, it's ugly. So can you build, if a city planner will let you build essentially what it was eighties product on sort of suburban ex urban land. Then yeah, you can deliver it at maybe 80, a hundred thousand dollars a door. But it's very hard to do so. And as a result, so if you think about values, values are driven by two things. One, what's the next best alternative? And two, are our incomes growing to increase the value of the asset? In multifamily, you have both of these dynamics happening. One, because of the general shortage of housing and the higher cost of adding capacity rents are rising. So if rents are going up three percent, NOI is easily going up five to six. Plus given the fact that interest rates are lower for longer and there's capital streaming into it that is saying, well my cost of capital is lower and all the institutions which started this cycle 10, 11 years ago, only in the urban sexy six all of them are spreading out all over the country and they're bringing their lower costs of capital with them and their lower return expectations and that is having an impact on values. A third component I would also argue that kind of fills into the second one is that as cities grow and develop, and I'll use Austin as an example, Austin has become an institutional grade capital city. 20 years ago it wasn't, you had opportunities to capital, but now it is. So what that tends to as a city changed in its nature and becomes more broadly diversified and more accepted as having a broader economic base, institutions with lower cost of capital and lower return expectations now make it appropriate for investment and they drive up values. So it's kind of tied up in a second lot that I discussed. So multifamily is really in a situation where yes values are going up, but the real question you have to ask yourself is what does the future hold? Are the conditions under which the fact that the values went up are those likely to continue or are they likely to end? And like I almost hit myself over the head, I don't see how they end. So suddenly, admittedly we had always expected as a homeowner interest rate would increase a little bit and I think it's up to 65%. But it's down from 69 but up from 63 and we are going through a period of time where the millennial are getting older and they will want to live in basically the amenity if they have had children, more than one, they are more likely to want to live in the suburbs in better school districts, which is in the historical pattern. So, but be that as it may have, demographics are still very much people are renting for longer. They're getting married later. They're having fewer children. All that was elongating the rental period initially. And then as people are living longer and living healthier they are selling the house and then moving back downtown in a multifamily asset. That one asset class you really have to worry about are very large suburban homes that are sort of ex urban go to Fairfield County, Connecticut. You can buy a big estate for a relatively speaking a song. Nobody wants to live there. The taxes are too high. It's too hard to get to New York. There's no reason to be there anymore. That asset class is going to experience some real problems, but if you're near an employment center with a modest sized home or apartment, you're going to do okay. James: Got it. Got it. Yeah. I mean, you don't see anything in the horizon as long as you're by the employment center you should be good from what we see right now. Jeff: That just looks pretty good. So yeah, that's when someone says, okay, the careful thing you have to be at worry about excess leverage and overpaying. That's the biggest problem one has to be concerned with right now is there will be a recession. I don't know when. But you do not want to be in a situation where you are squeezed out during a recession because you're over levered and you have a debt maturity and you basically you get pushed out of a great long-term investment. That's the biggest concern. James: So let's say we have a recession right now, so the rents are going to drop. So if you have a long term loan, you should be able to ride and you should have some cushion in your operation cash flow. But one trick that has happened, not say one trick, one thing that has happened that what I realized in 2015 onwards, there used to be a lot of interest only loan started being given out by lenders after 2015. I don't know. That's what I feel. I know I used to be very hard to get even one year higher loan in 2015 and now it's like so easy to get three to five years higher loan. So it's the lenders that made it easier for people to buy and extend this expansion boom? James: Yes. I mean, so what they're doing is in order to sort of compete to get the loans, while they're not reducing the LTV percentage, they are allowing you to go IO and not pay down the principal which effectively helps you pay more. That's what it does because you have time for the rents to rise. So that by the time the loan comes due, you can refinance it and do okay. So certainly if you can get an IO loan for three to five years and increasingly you can fantastic. If you're a 65% levered, you can ride out a 5 or 6% reduction in rent that do occur in a recession. Obviously the reduction in rents will be higher at the class A levels than the class B, class B has got some more insulation. Value adds assets right now are priced to beyond perfection. So a lot of folks are basically saying, particularly in the institutional level, 150 units and higher, 90's or 2000 vintages a lot of the folks that I talked to were just saying it's not worth it. The prices are basically, I'm going to work for somebody else. I'm paying him all the profits from the value add. There's no point doing the work. So they're going back to, it's called core plus or kind of just building new again because those are the better returns converted value add. So the value add, you can still make work but you may have to sort of go under 50 units. You may have to do something to avoid the institutional capital pressure on values. And I saw about a year and a half ago credentials saying they were suddenly going to enter the value add space; by the way, I love credentials, they are great people, but it's kind of like run for the hills man because they're going into a value add place where you know there's an innovation risk. And that's not something they usually price too. I usually price to kind of a buy and hold deal. So they're not the only institution. A lot of institutions have found values add, but they found it as usual a tad late. Jeff: Got it. Got it. So I want to come back to the high leverage comment that you made. So on a value add deal, usually even though you buy it at 1.25 DSCR. So, for example, most of the banks gives us a loan at 1.25 but when you do value add that 1.25 could be 1.85, [31:22unclear] in a couple of years. So even though... James: But when you're done [31:31unclear] in-going with the expectation that you'll invest in and raise the rents and then you'll be at a 1.75 when it's time to cash out. But my point being is, if you're paying a lot and you're not getting a big pop in the rent relative to what you paid, then that 1.25 may not move high enough to cover the risk. Remember, building a value add as anyone, I'm sure you and other people know. There's a lot of hard work. I mean, you've got to sweat for it. There's a lot of sweat to make a value add work. It's not just doesn't show up on its own. And I've seen a lot of value ads go horribly wrong. Because people didn't get the ducks in a row. So it takes skill to do one. But the fact of the matter is values add is really from a public policy standpoint and indictment of the inability of supply to expand to meet the needs of upper income renters because that's really what happens. What ends up happening is because there's not enough supply at the upper end value add is a near price substitute for new supply. It also happens to withdraw supply from the lowest income consumers. That is what it does because you don't add a new supply at the bottom end of the scale. And one could argue that the rent control in New York and rent control as executed in California are essentially a rebellion against value add because in New York they basically wiped out the value added trade entirely. And in California they basically changed the value adds from a maybe a two to three year exercise to a seven to eight year exercise. But remember they didn't say [33:30unclear] it's very difficult to build in any one of these locations to get through all the permitting and the environmental zoning and all these other kinds of garbage. But they're not stopping luxury housing. What they're trying to do is stop the value add trade because there's no structure to add supply in the middle to the bottom end of the stack. And the fact of the matter is that the public policy response is short term in nature. So rather than solving the root cause they are basically kind of putting a Band-Aid on the symptom and that's unfortunate. It's bad public policy. But I don't see it changing James: That's very interesting. Never heard anyone looking at that perspective that I know it's basically a going against value adds in that cities that's why the rank [34:25unclear]. But it absolutely makes sense. So I want to ask before we end because we are almost to the end, I want to ask a few more scenarios that may cost impact to the apartment; and you can answer it quickly in a short. Fannie and Freddie Mac becoming private, what could that be impacting? Jeff: Well obviously the intent is for there to be no impact and their current program and current capacity of 20 billion a quarter each without any kind of green exceptions is kind of, I'll say, calm the market. So it's always been profitable. It's been the most profitable part of the, the GSEs there is, I think, and the NHC and NAA are doing a fine job communicating to Congress the fact that multifamily isn't the problem. The blow up was in single family housing underwriting. So if you look at Brickman, David Brickman became head of Freddy and he came out of the multifamily industry. He was in charge of multifamily for Freddy. Now in charge of all of Freddy. So in my mind, that kind of bodes well because at least from Freddie and Fannie, they know how to make money doing what they do for multifamily. I mean, they make money, they know how to make money. It's always been profitable. They could rebuild their capital cushions relatively quickly. I think the issue will continue to be how does Freddie and Fannie support single family home ownership without pushing so hard on home ownership that it blows it up like the last time. So how can they retain their underwriting criteria? The fact of the matter is, should they be differentiate pricing by market for single family. They don't really do that and do that for multifamily much either; but they are supporting their mandate and really if you think about it Freddie and Fannie's mandate is to supply multifamily capital where the life insurance companies or other places won't go, which really is the middle of the stack. A smaller to mid size markets, class B assets. It's one of the reasons why Freddie and Fannie don't do construction lending. They say that's a commercial banks business. It's not our business. And so I'm optimistic that it'll all work out okay. It absolutely has been a tremendous boom to the multifamily industry to have Freddie and Fannie because it basically puts a lot of stability into asset pricing, but I think it's quite recognized. So I'm hopeful that that won't cause disruption. James: Got it. How was China's economy slow down could impact the US economy and multifamily? Jeff: The fact of the matter is the us economy is mostly driven by services and the dynamic and technology services in particular. So if you think about the recent trade spats, which really slowed and began separating the economies, the places that got hurt had a manufacturing or agricultural bend to them. Minneapolis, classic example right there. Even their urban jobs were tied to those sectors and then they lost employment. So I don't think it's a tremendous problem. The fact that there's excess capacity in China, for example, means that goods costs even less, there'll be less inflationary pressure on goods. What we sell to the Chinese are primarily agricultural goods that are what we sell. And anything else ends up being produced there with our intellectual capital. So, I think according to the trade agreement they'll buy some more agricultural goods, which will help rural areas, but they weren't big multifamily centers anyway, so it doesn't really have an impact. And for manufacturing centers, those were pretty much, manufacturing takes a lot of land that occurs in ex urban and rural areas where rents are low multi family, where it's done well is where it's tied to intellectual capital and technology that drives down costs globally. So all in all, I don't think much is what I'd tell you. James: Got it. Got it. And that's one piece of advice on how to be prepared as we move forward. And in case there's a recession, what kind of what would you advise a property investor that already owns a property or is going to buy a property? Jeff: Yeah. So I mean, first one should mind dependence. This is a relatively speaking low margin business. There is a increasingly systems and technology available to sort of squeeze expenses down. So the way one prepares for recession is always to really look at your cost structure and re-examine what you're spending money on in a very meaningful way. You need to sort of be mindful of your leverage and model up. What happens if your rents go down five or 6%. Remember, it won't happen all at once. What you'll see is the new leases will go negative, renewals will hang together. You will have a higher skipping of the upgrade. So you kind of need to model out what happens to you and in a recession, I don't think it'd be a big one, but only a mild one. What happens? Are you prepared? Do you have a cash flow reserve? Have you spoken to your investors and your lenders already about what you would do? So are you prepared? And then I'm chairman of a ULI council and our council members, about a year ago, we went through a recession planning exercise. Like what kind of recession we're going to have and what are you going to plan for right now; and so every one of the organizations that I was working with had had a recession scenario plan in place about a year ago. Not that they had to execute on it, but everyone had one. So what I've experienced in all of now I've seen through four or five recessions and a big blowout is you need to have a plan, you need to be prepared, in a calm moment have thought through what you're going to do because in the moment in the crisis your brain just doesn't work that well. Under that kind of stress you don't think it through. So I would argue whatever organization size you are, if it's just you and your spouse or you and a slogan of investors, spend the time now to come up with a recession plan, put it to paper, talk about it. And then begin asking on the steps that you can take right now to prepare yourself. Again, I hope you don't have to do it, but weaning and hoping it'll never happen and not being prepared for it is a sure fire away to not be able to capitalize on it. And we had a great session from Clyde Holland who basically he capitalized on recession. He's a chairman of Holland partners’ pledge, great guy. And he basically in preparation, he saw something bad coming in oh seven, he basically slashed costs built a lot of dry powder and basically waited to pounce and came out of the recession incredibly strong. Now I don't think we'll see another recession like that one in front of their 80 years. The recessions we're going to see it more like the typical post World War II recessions. But you can get yourself prepared and you can be ready to act. And with that James, I have to run. It's been a real joy speaking with you today. Take care now. Bye bye.
更多英语知识,请关注微信公众号: VOA英语每日一听Todd: So Jeff, have you had all the different types of facial hair? We have beard, sideburns[鬓角], goatee[山头胡], mustache, soul patch.Jeff: Handlebar[翘八字胡].Todd: Handlebar.Jeff: Nice big chops, sideburns. Oh, yeah, I've had the Abe Lincoln style where you got the beard that just goes around from your ears around your chin, and back up to the other ear, Abe Lincoln, the soul patch, the mustache, the handlebar, the sideburns, the full-on lumberjack[伐木工人,木材采运工] beard. Yeah, facial hair is really good. I like it, so.Todd: OK, well let's go through these. When did you have the Abe Lincoln beard?Jeff: I went through a real good Abe Lincoln beard phase when I was in India. I was in India for a couple of years and I went with the Abe Lincoln style there, and I liked that. It was pretty.Todd: Why did you choose the Abe Lincoln style?Jeff: It's a good style of beard and it was just I grew it and I liked it so I just kept it for a while. It was a good style. And I like Abe Lincoln. He's great so it was nice to have a nice facial hair like him. It was good.Todd: So what about the mutton chops? Have you ever had the mutton chops?Jeff: Yeah, I have had mutton chops but my mutton chops don't grow in as thick and nice as some real nice … some people like old England, you know, like 200 years ago in the 17th Century, they had some really nice mutton chops.Todd: Like how long have you had a beard? How low could you get it?Jeff: The sides of my beard don't grow in on my cheeks so they don't grow in too thick but I get a real long wispy beard, almost like an Asian style beard.Todd: OK, so one last thing about the facial hair. We got to talk about the handlebars? Have you ever had the handlebars?Jeff: Yeah, I've had a handlebar mustache a couple of times. Very groovy[时髦的;吸引人的] style, and again like my lamb chops, they don't grow in. The handlebar mustache for me doesn't grow in so well, but I've attempted the handlebar and it's not bad, but it's one that I don't do so well.
更多英语知识,请关注微信公众号: VOA英语每日一听Todd: So Jeff, have you had all the different types of facial hair? We have beard, sideburns[鬓角], goatee[山头胡], mustache, soul patch.Jeff: Handlebar[翘八字胡].Todd: Handlebar.Jeff: Nice big chops, sideburns. Oh, yeah, I've had the Abe Lincoln style where you got the beard that just goes around from your ears around your chin, and back up to the other ear, Abe Lincoln, the soul patch, the mustache, the handlebar, the sideburns, the full-on lumberjack[伐木工人,木材采运工] beard. Yeah, facial hair is really good. I like it, so.Todd: OK, well let's go through these. When did you have the Abe Lincoln beard?Jeff: I went through a real good Abe Lincoln beard phase when I was in India. I was in India for a couple of years and I went with the Abe Lincoln style there, and I liked that. It was pretty.Todd: Why did you choose the Abe Lincoln style?Jeff: It's a good style of beard and it was just I grew it and I liked it so I just kept it for a while. It was a good style. And I like Abe Lincoln. He's great so it was nice to have a nice facial hair like him. It was good.Todd: So what about the mutton chops? Have you ever had the mutton chops?Jeff: Yeah, I have had mutton chops but my mutton chops don't grow in as thick and nice as some real nice … some people like old England, you know, like 200 years ago in the 17th Century, they had some really nice mutton chops.Todd: Like how long have you had a beard? How low could you get it?Jeff: The sides of my beard don't grow in on my cheeks so they don't grow in too thick but I get a real long wispy beard, almost like an Asian style beard.Todd: OK, so one last thing about the facial hair. We got to talk about the handlebars? Have you ever had the handlebars?Jeff: Yeah, I've had a handlebar mustache a couple of times. Very groovy[时髦的;吸引人的] style, and again like my lamb chops, they don't grow in. The handlebar mustache for me doesn't grow in so well, but I've attempted the handlebar and it's not bad, but it's one that I don't do so well.
更多英语知识,请关注微信公众号: VOA英语每日一听Todd: So Jeff, have you had all the different types of facial hair? We have beard, sideburns[鬓角], goatee[山头胡], mustache, soul patch.Jeff: Handlebar[翘八字胡].Todd: Handlebar.Jeff: Nice big chops, sideburns. Oh, yeah, I've had the Abe Lincoln style where you got the beard that just goes around from your ears around your chin, and back up to the other ear, Abe Lincoln, the soul patch, the mustache, the handlebar, the sideburns, the full-on lumberjack[伐木工人,木材采运工] beard. Yeah, facial hair is really good. I like it, so.Todd: OK, well let's go through these. When did you have the Abe Lincoln beard?Jeff: I went through a real good Abe Lincoln beard phase when I was in India. I was in India for a couple of years and I went with the Abe Lincoln style there, and I liked that. It was pretty.Todd: Why did you choose the Abe Lincoln style?Jeff: It's a good style of beard and it was just I grew it and I liked it so I just kept it for a while. It was a good style. And I like Abe Lincoln. He's great so it was nice to have a nice facial hair like him. It was good.Todd: So what about the mutton chops? Have you ever had the mutton chops?Jeff: Yeah, I have had mutton chops but my mutton chops don't grow in as thick and nice as some real nice … some people like old England, you know, like 200 years ago in the 17th Century, they had some really nice mutton chops.Todd: Like how long have you had a beard? How low could you get it?Jeff: The sides of my beard don't grow in on my cheeks so they don't grow in too thick but I get a real long wispy beard, almost like an Asian style beard.Todd: OK, so one last thing about the facial hair. We got to talk about the handlebars? Have you ever had the handlebars?Jeff: Yeah, I've had a handlebar mustache a couple of times. Very groovy[时髦的;吸引人的] style, and again like my lamb chops, they don't grow in. The handlebar mustache for me doesn't grow in so well, but I've attempted the handlebar and it's not bad, but it's one that I don't do so well.
更多英语知识,请关注微信公众号: VOA英语每日一听Todd: Jeff, I noticed you're sporting a very nice look. Nice little mustache you got going there.Jeff: Yeah, this month … I don't usually have mustaches. I find them … only certain men can wear a mustache and look good. I'm not one of those men. I look horrible in a mustache, but it's November and every year countries like Australia and New Zealand, American and Canada, and especially England have a charity gig[演奏会] called Movember, and it's to raise money for prostate cancer.So in English a nickname for a mustache is a Mo, so November they change the beginning to make it Movember, so all the men must grow a mo or a mustache during November and get donations for prostate cancer, so how it works is that at the beginning of the month, November 1st, you must shave your face clean, and then you start to grow a mustache. Any style you want. A big swirly one, or a little short, zip across the top lip or a big bushy mustache or handlebar or whatever, and you must grow it for the entire month, and then at the end of the month, you send in your photo to the local contest organization and they choose the best mustaches and you win a prize, and then all the donations, all the money that's raised goes to prostate[前列腺] cancer for men. It's like the pink ribbon campaign for breast cancer for women.Todd: That's fantastic.Jeff: It's very good but I have to go around looking like a moron for a month of November cause I don't look very good with a mustache.Todd: Actually, I think you look pretty good. I like your look.Jeff: It matches my hairstyle which is not so good either so it's a good match.Todd: So you haven't shaved since the first of the month? It's taken you a month to grow that mustache?Jeff: That's right. It's a mustache. I shave the rest of my face but you leave a mustache, so yeah, you can't have any other facial hair. You can't have sideburns or a goatee[山羊胡子]. It must be mustache only, and you shave your face all except your mustache.Todd: Oh, I see. So how do you get money for this?Jeff: You raise money through donations. You ask your friends and family to sponsor you but, where I'm living right now it's a very foreign concept. They don't know about Movember, so it's hard to get money cause you have to explain what you're doing and they don't really understand, so they're a bit skeptical. Maybe they think you're just trying to get beer money from them.Todd: How much have you raised so far?Jeff: I've got fifty dollars so far.Todd: Fifty!Jeff: Yeah, fifty.Todd: That's not bad. I'll throw in some. How about I throw in another twenty.Jeff: You give me ten and you promise to grow a mustache next year, and we're even.Todd: OK, that sounds like a deal. 10 Bucks and I grow a mustache.
更多英语知识,请关注微信公众号: VOA英语每日一听Todd: Jeff, I noticed you're sporting a very nice look. Nice little mustache you got going there.Jeff: Yeah, this month … I don't usually have mustaches. I find them … only certain men can wear a mustache and look good. I'm not one of those men. I look horrible in a mustache, but it's November and every year countries like Australia and New Zealand, American and Canada, and especially England have a charity gig[演奏会] called Movember, and it's to raise money for prostate cancer.So in English a nickname for a mustache is a Mo, so November they change the beginning to make it Movember, so all the men must grow a mo or a mustache during November and get donations for prostate cancer, so how it works is that at the beginning of the month, November 1st, you must shave your face clean, and then you start to grow a mustache. Any style you want. A big swirly one, or a little short, zip across the top lip or a big bushy mustache or handlebar or whatever, and you must grow it for the entire month, and then at the end of the month, you send in your photo to the local contest organization and they choose the best mustaches and you win a prize, and then all the donations, all the money that's raised goes to prostate[前列腺] cancer for men. It's like the pink ribbon campaign for breast cancer for women.Todd: That's fantastic.Jeff: It's very good but I have to go around looking like a moron for a month of November cause I don't look very good with a mustache.Todd: Actually, I think you look pretty good. I like your look.Jeff: It matches my hairstyle which is not so good either so it's a good match.Todd: So you haven't shaved since the first of the month? It's taken you a month to grow that mustache?Jeff: That's right. It's a mustache. I shave the rest of my face but you leave a mustache, so yeah, you can't have any other facial hair. You can't have sideburns or a goatee[山羊胡子]. It must be mustache only, and you shave your face all except your mustache.Todd: Oh, I see. So how do you get money for this?Jeff: You raise money through donations. You ask your friends and family to sponsor you but, where I'm living right now it's a very foreign concept. They don't know about Movember, so it's hard to get money cause you have to explain what you're doing and they don't really understand, so they're a bit skeptical. Maybe they think you're just trying to get beer money from them.Todd: How much have you raised so far?Jeff: I've got fifty dollars so far.Todd: Fifty!Jeff: Yeah, fifty.Todd: That's not bad. I'll throw in some. How about I throw in another twenty.Jeff: You give me ten and you promise to grow a mustache next year, and we're even.Todd: OK, that sounds like a deal. 10 Bucks and I grow a mustache.
更多英语知识,请关注微信公众号: VOA英语每日一听Todd: Jeff, I noticed you're sporting a very nice look. Nice little mustache you got going there.Jeff: Yeah, this month … I don't usually have mustaches. I find them … only certain men can wear a mustache and look good. I'm not one of those men. I look horrible in a mustache, but it's November and every year countries like Australia and New Zealand, American and Canada, and especially England have a charity gig[演奏会] called Movember, and it's to raise money for prostate cancer.So in English a nickname for a mustache is a Mo, so November they change the beginning to make it Movember, so all the men must grow a mo or a mustache during November and get donations for prostate cancer, so how it works is that at the beginning of the month, November 1st, you must shave your face clean, and then you start to grow a mustache. Any style you want. A big swirly one, or a little short, zip across the top lip or a big bushy mustache or handlebar or whatever, and you must grow it for the entire month, and then at the end of the month, you send in your photo to the local contest organization and they choose the best mustaches and you win a prize, and then all the donations, all the money that's raised goes to prostate[前列腺] cancer for men. It's like the pink ribbon campaign for breast cancer for women.Todd: That's fantastic.Jeff: It's very good but I have to go around looking like a moron for a month of November cause I don't look very good with a mustache.Todd: Actually, I think you look pretty good. I like your look.Jeff: It matches my hairstyle which is not so good either so it's a good match.Todd: So you haven't shaved since the first of the month? It's taken you a month to grow that mustache?Jeff: That's right. It's a mustache. I shave the rest of my face but you leave a mustache, so yeah, you can't have any other facial hair. You can't have sideburns or a goatee[山羊胡子]. It must be mustache only, and you shave your face all except your mustache.Todd: Oh, I see. So how do you get money for this?Jeff: You raise money through donations. You ask your friends and family to sponsor you but, where I'm living right now it's a very foreign concept. They don't know about Movember, so it's hard to get money cause you have to explain what you're doing and they don't really understand, so they're a bit skeptical. Maybe they think you're just trying to get beer money from them.Todd: How much have you raised so far?Jeff: I've got fifty dollars so far.Todd: Fifty!Jeff: Yeah, fifty.Todd: That's not bad. I'll throw in some. How about I throw in another twenty.Jeff: You give me ten and you promise to grow a mustache next year, and we're even.Todd: OK, that sounds like a deal. 10 Bucks and I grow a mustache.
Today’s guest — Sector 5 Digital‘s Jeff Meisner — hopes to put grave robbers out of business, among other things. He pops in to talk to Alan about all the experiential learning experiences his company has developed, from digital cadavers to study anatomy, to the VR design process of Bell Helicopters. [Editor’s Note: due to an uploading error on my part, this episode was previously released last week with the wrong audio. We’re re-releasing today with the correct audio. We appreciate your understanding, and in particular, Jeff Meisner’s understanding in this matter – Chris, Podcast Editor] Alan: Hi, I’m Alan Smithson. And today, we’re speaking with Jeff Meisner, CEO of Sector 5 Digital, about their pioneering work on the Fantastic Journey Anatomy VR Ride, Fork Lift Training Simulator, and the work they did with Bell Helicopters, shortening design times from years to months. All of this and more on the XR for Business Podcast. Jeff, welcome to the show, my friend. Jeff: Thanks, Alan. Alan: I am super excited. So, Jeff, you are doing some incredible work at Sector 5. Let’s start with the Fantastic Journey Anatomy VR. Right. This just blows my mind. Jeff: Yeah. Yes. Just as a historical perspective on this, we’ve been working with this particular healthcare client for a couple of years now. And we started out initially doing a 3D digital cadaver, basically, that allowed them to do facial anatomy. And the company is in the business of doing injections into the face and hand. And so they needed a way to have safe areas so the injectors would have training. So we created a basic virtual training tool and that was initially in 3D, not in VR, but it was driven through our tablets and things like that. So it had kind of an AR component to it. Alan: You will learn in 3D dramatically better than even just on a 2D screen. Jeff: Yeah, exactly. And we actually did a conference which had over somewhere between 200-300 of their folks training with a massive 3D screen in front of them. So it was used as a training aid, and really now, it’s gone global. So it started initially in the U.S. and got picked up by this company, because they are a global company. And what they wanted to do was take that next step, if you will. And so We’re creating this, what we call a VR Fantastic Anatomy Journey. We’re going to be taking their folks through… well, if you know what Fantastic [Voyage] is —- as most people do — but taking them through the human body. So you’re going to have a really cool edutainment-type experience, whereby you're going to be on somewhat of a of a VR roller coaster, although it being through the body, we’re going to be adding some elements of teaching at various points. So it’ll stop and you’ll be asked questions. It’s really, the major focus is to be very much a learning experience. But one of the things we’re finding —- and I know you are too, Alan —- is if you make it fun or people, it becomes a much more memorable experience and they want to do it again and again. We’re combining kind of that gaming-type element, if you will, but with actual data and experience, to make it something that their injectors are going to be learning from, and not just the entertainment element. Alan: When you guys started rolling out the 3D digital cadaver, how are they measuring against baseline? So, what was their baseline learning before? Just a textbook? Or..? Jeff: No, they were actually using “live” cadavers, and cadavers — and this may sound a little gruesome — but they’re somewhat h
Today’s guest — Sector 5 Digital‘s Jeff Meisner — hopes to put grave robbers out of business, among other things. He pops in to talk to Alan about all the experiential learning experiences his company has developed, from digital cadavers to study anatomy, to the VR design process of Bell Helicopters. [Editor’s Note: due to an uploading error on my part, this episode was previously released last week with the wrong audio. We’re re-releasing today with the correct audio. We appreciate your understanding, and in particular, Jeff Meisner’s understanding in this matter – Chris, Podcast Editor] Alan: Hi, I’m Alan Smithson. And today, we’re speaking with Jeff Meisner, CEO of Sector 5 Digital, about their pioneering work on the Fantastic Journey Anatomy VR Ride, Fork Lift Training Simulator, and the work they did with Bell Helicopters, shortening design times from years to months. All of this and more on the XR for Business Podcast. Jeff, welcome to the show, my friend. Jeff: Thanks, Alan. Alan: I am super excited. So, Jeff, you are doing some incredible work at Sector 5. Let’s start with the Fantastic Journey Anatomy VR. Right. This just blows my mind. Jeff: Yeah. Yes. Just as a historical perspective on this, we’ve been working with this particular healthcare client for a couple of years now. And we started out initially doing a 3D digital cadaver, basically, that allowed them to do facial anatomy. And the company is in the business of doing injections into the face and hand. And so they needed a way to have safe areas so the injectors would have training. So we created a basic virtual training tool and that was initially in 3D, not in VR, but it was driven through our tablets and things like that. So it had kind of an AR component to it. Alan: You will learn in 3D dramatically better than even just on a 2D screen. Jeff: Yeah, exactly. And we actually did a conference which had over somewhere between 200-300 of their folks training with a massive 3D screen in front of them. So it was used as a training aid, and really now, it’s gone global. So it started initially in the U.S. and got picked up by this company, because they are a global company. And what they wanted to do was take that next step, if you will. And so We’re creating this, what we call a VR Fantastic Anatomy Journey. We’re going to be taking their folks through… well, if you know what Fantastic [Voyage] is —- as most people do — but taking them through the human body. So you’re going to have a really cool edutainment-type experience, whereby you’re going to be on somewhat of a of a VR roller coaster, although it being through the body, we’re going to be adding some elements of teaching at various points. So it’ll stop and you’ll be asked questions. It’s really, the major focus is to be very much a learning experience. But one of the things we’re finding —- and I know you are too, Alan —- is if you make it fun or people, it becomes a much more memorable experience and they want to do it again and again. We’re combining kind of that gaming-type element, if you will, but with actual data and experience, to make it something that their injectors are going to be learning from, and not just the entertainment element. Alan: When you guys started rolling out the 3D digital cadaver, how are they measuring against baseline? So, what was their baseline learning before? Just a textbook? Or..? Jeff: No, they were actually using “live” cadavers, and cadavers — and this may sound a little gruesome — but they’re somewhat h
How important is content marketing strategy to your e-commerce business? Crafting valuable content helps build brand trust with both existing and potential customers, allowing you to successfully grow your brand. Today we're talking all about content and smart ways to ramp up your strategy. Jeff Coyle is co-Founder and Chief Product Officer of MarketMuse. Coming from twenty years in the SEO and content strategy arena, Jeff's products use AI to accelerate content planning, creation, and optimization. With their spokes-of-a-wheel keyword approach, MarketMuse's content marketing strategy connects ideas, allowing clients to demonstrate product expertise. Episode Highlights: How content relates to growth and where to start assessing the need for your business. Strategies that help tell the story that you are trying to tell. How to gauge the success rate. Where the news dynamic fits into your content campaign. The breadth and depth of your content. Figuring out where the gaps are. When to hire an expert. How the Marketmuse suite of services help the writer. Using smart content to illustrate expertise. Why search volume is not the only strategy for content valuation. Some quick win strategies – aka one-page plans. Packages MM offers for different sized audiences. Tools and hacks Jeff recommends. Transcription: Mark: So there was a time early on in Quiet Light Brokerage when I was doing all of the Content Marketing for the firm and I was writing on average eight blog posts or articles per week averaging about 18,200 words in length. And I underestimated when I started on this kind of venture of can I do these eight to 10 per month; I underestimated how much work it was going to be and it was a lot of work because it's not just writing down your thoughts it's writing for the web and writing for SEO and understanding what do you write about next. It's amazing how quick the writer's block comes in. I know that you had a conversation with Jeff Coyle a mutual friend of ours from Rhodium and one of the founders of MarketMuse which is an awesome company; a great tool from an SEO and content marketing standpoint. You guys talked about everything content which is relevant to buyers, anyone looking to acquire a web-based business and grow it. I know it's been a huge part of our marketing plan. What are some of the things that you and Jeff talked about in this conversation? Chuck: It's quite great. I had a great conversation with Jeff and we're talking about if you've got a dollar spend where to spend it. Most people they're doing basic keyword research, they're looking for what's the keyword that's getting the most searches versus the keyword difficulty. And he takes it like way beyond that and they're looking at not just the specific keywords but what keywords are actually tied to other keywords that show that you're an expert in the topic. If I'm talking about like a specific thing but I fail to mention other words Google then thinks that I'm not an expert because anybody who's an expert would be using these other words or when you're just looking at keyword tools to look at the ones they're getting the most traffic you often miss the additional keywords that are in there. Mark: Right. And I know full disclosure I use MarketMuse with Quiet Light Brokerage and actually with my other company as well. I use their service and the general sales pitch is pretty simple. It's this idea of setting up pillar pages and having this kind of spokes on a wheel branch now so the example that they use I think in some of the marketing materials is if you're going to have a website on craft beer you should have a blog post on craft beer but you should also have an entire section on hops and an entire section on barley and malts and then even from there if you want to be all about hops and afford it to do a page on hops you should also have some satellite pages on imperial hops or these other types of varieties of hops and being able to have this kind of wheel with different spokes coming out. And you know what a bunch of SEO tools use this. Like I've been using Sight Bulb recently; a really cool software that diagrams out your site and the sort of hub sort of format. What MarketMuse does is they take a blog post and had topics so you say I want to focus on craft beer and they say okay if you want to really be known as an expert, make sure that you're talking about hops at least 10 or 15 times in this blog post. And make sure that you're also talking about different types of barley. And then you can use that and say well okay I'll talk about this in this blog post but what do I write on other blog post? It's made for me and I don't do a lot of the writing anymore but it makes the content creation process super easy; like the ideation part, I mean that's the hard part about all of this. How do you come up with new ideas on what you should write about? But I don't want people to think this is just a sales pitch for MarketMuse. It's a great piece of software, obviously, I believe in it from that standpoint. But I think from a buyer standpoint also from a seller standpoint having a solid content strategy is really really key. If you were to spend money; Chuck you've had a bunch of businesses in the past and I know you've used content, if you're going to spend your money somewhere for long term marketing dollar I'm kind of leading you to the answer here, where would you spend it? Would it be in the content marketing world or would it be PPC or what are the advantages in your opinion of this content marketing versus other types of marketing? Chuck: Yeah I mean it really depends I think on the type of business you have. Obviously, if you have a content-related business then you want to hop out as much quality content as you can. If you've got an e-commerce business there's different funnels and then buckets may be that you need to put your money in but you definitely need to be investing in content. Even on Amazon when you're thinking about like selling something on Amazon you go to some people's pages and the content is just horrible and it's so important. One of the things we didn't talk about but like when you're looking at Amazon you'll look at the questions people are asking and then answer those questions. So content is definitely important. We talked just a lot about what you should be writing about next. When you're looking at competitors sometimes you can actually see the direction they're going and then beat them and write a bunch of content. Actually, get in front of them because you look at their keyword list and you know the direction they're headed and you can actually get in front of them. Mark: Yeah for my money I think the two areas that are the most important for a marketing strategy at least long term return will be content marketing and CRO, conversion rate optimization. Those two things alone have such staying power where you invest now and you're going to benefit for years to come as opposed to PPC which is great because you can throttle PPCC; that's the reason people love it. You can throttle up and down. You can really find some gems and it's very immediate. But long term success I think is predicated on this content strategy frank that's something we've even bought a little bit at Quiet Light. I just got to give you a quick shot out Chuck because you are wearing a Quiet Light shirt. So for all those people that are watching on YouTube and I know it's not a ton of you that are watching on YouTube but those that are you can see that Chuck actually has a really cool shirt. I don't even have that shirt. Did you give me one? Chuck: I think I kind of bought Joe one but I didn't get you one so maybe I'll have to get you one as well. Mark: Okay, I think Brad gave me one and it was like enormous. I was swimming on the thing. Chuck: I think that's the one I have with Joe when I bought his it was too big for him so I have to get your size. Mark: Make sure you size it down and hey if we get a few extras of these maybe we can set up a contest for people that actually want a Quiet Light; I don't care what you do with it but it's kind of fun to give that away as a prize. Let's get into the episode. Content marketing is where I cut my teeth early in the Internet world. I love this topic. I think Jeff is one of the smartest people in the industry when it comes to content marketing [inaudible 00:07:02.0] good market views and this is definitely one to learn from. Chuck: Yeah absolutely and two things before we dive right into it; one they're giving a special discount. Again we're not trying to promote it. It's just a good product if you want it great but in the show notes, there's going to be a discount code to get a nice percentage off. And stay tuned to till the end of the video because I also asked Jeff for some additional tools that he likes to use. I always think it's fun to ask entrepreneurs what are some various tools that are unrelated to our discussion from what you're using so. Chuck: All right hi everybody Chuck Mullins here from Quiet Light Brokerage and today on the call we have Jeff Coyle the co-founder of MarketMuse and chief is it, product officer? Jeff: Yeah, Chief Product Officer, I manage the product data science and engineering teams as well as the marketing team at Marketing News. Chuck: Awesome. So I've known Jeff for a couple of years, we run in the same circles. I've been on the Internet world for quite a while. Jeff do you want to tell us a little bit about yourself? Jeff: Sure. I am as you mentioned the co-founder and chief product officer for MarketMuse. Prior to this, I've been in this space as Chuck mentioned for quite a long time; about 20 years as scary as that might sound in the search engine optimization content strategy game. I have generated like 50 million leads and not as an exaggeration for B2B technology primarily companies in the early part of my career. I worked as an early employee at a company called Knowledge Storm which sold to Tech Target which is also a great B2B publisher and an intent data and ABM platform for enterprise and mid-market B2B companies. I worked for them through their in-house team and in-house capabilities while I was there really focused on driving engaged users through content and content strategy. When I left Tech Target having already spoken with my co-founder about ways that we could grow MarketMuse I came on as a bit of a late co-founder and we've since grown the company to almost 50 people; really, really an amazing story about growth, building a new category about content strategy, what should you write next, what should you update or optimize next that's going to have the biggest impact on your business and everything that goes along with that from how do I assess my own authority, how do I understand where my gaps are, how do I know where my strengths are. And that's been the mission of our business is really to tell the story of I could spend a dollar on content; creating, optimizing, blah, blah, blah, tomorrow what should it be? And that's what MarketMuse is for; to tell that story. Chuck: Alright so kind of you alluded to it but today we'll get you on a call to talk about SEO and maybe more so how content is applicable to SEO. So maybe starting at the base when somebody either acquires a new site or maybe is looking at a site trying to think of how do I grow this site like where's my opportunity, what kind of analysis do you think somebody should start off with? Jeff: Well I think that traditionally the way that people have assessed sites for their strengths sometimes is only by looking at their current and existing rankings or their historical rankings. So it's a bit of you know kind of a tail wagging the dog assessment of where you're at, where you have been, but that as a starting point does provide some value as to where you are. It just doesn't tell typically the entire story about what it means to be about something. So when I'm looking at assessing a site for the merits of its; the collection of its content or its inventory of content, when I'm looking at is to say yes certainly I want to see performance. I want to look at also things that I might get out of my analytics package engagement. I have to understand the goals of the company the key performance indicators of the business. Am I driving those things? Can I peddle out of them? But divorcing those concepts for this point in discussion about conversion rate optimization and such from a search engine optimization or authority perspective I want to see where I've written great content so how much content have I created on core topics that I care about. When I do cover those topics how in-depth do I get and how successful does that; what kind of success does that yield when I write about a concept I care about when I get deep when I write high-quality content on concepts that I care about. Those two things really tell the story of your existing momentum on a concept. And so that when I'm assessing a site that's one thing I want to want to figure out is where do I have momentum? What concepts can I write about and I expect to be successful. And that's Stage 1. Chuck: Before we move on from that one how do we gauge that success rate; what do we think is successful, what are the indicators that say hey I'm already doing well here or I'm not doing well here? Jeff: Absolutely and that's the hardest part. And to run an effective content marketing team and a content production team for any company you've got to start at what are the key performance indicators? If I'm an e-commerce site the key metrics that I have is my average order size, it's my conversion rate close to a closed cart, it's my cart abandons, it's my total revenue. If I'm an affiliate site it might be an RPM metric and I have to be agnostic of and when I have agnostic a reference of affiliate and then I want specific combinations of affiliates because sometimes you can actually fake your books accidentally if you've got great affiliates on one page and not great affiliates on another. So it's really about I think engagement with affiliate opportunities in addition to revenue. You get a look at both of those things. If you are a publisher it's going to be RPM but also it's engagement with those pages. Because again how your ad server validates is do you have paid ads? So if you have a bunch of house ads and those have a different rate you want to always account for that because you might have great content this shooting off impressions engaged users clicks and such. So I always like to look at my current value per visit and then by the way from a B2B tech or something PI attorney; all these places are where MarketMuse does business so I like to kind of list a full fledge. I'm looking at my conversion to lead. I'm also looking at as far down the funnel as I can track and attribute. Every deal no matter what every situation you're looking at you always want to get it back to current value per visit and aspirational value per visit from a channel. In this case, let's say organic. So if I'm in a scenario I want to always be able to back that up. That's the only way I can truly define quantified value. And for MarketMuse obviously, that's the only way we can truly walk in the door and be confident in that ROI analysis. And that's why we've had to do this hundreds of times. When we talk to somebody it's to say how much do you really value each one of these visits? And if you can't answer that question it's okay, let's back into it, let's figure it out. How much is that truly about? Because then if you grow your traffic 20% you can say okay well that's worth this much to me. How much am I willing to invest in that? And that's how I define. So that's a long way of answering a short question that was actually really duped question. But the answer then is my quantified value metric. How much did I publish? How much did I update? How much do those act motions cost or those actions cost? And what was the efficiency rate on the content achieving some sort of baseline goal? I like to use recurring traffic from organic search as my goal. So I might get a boost from other channels and then it dies off. So I want recurring traffic at or above a particular baseline. So if I wrote 100 articles and 10 of them achieved my baseline of ongoing recurring traffic when I have 10 percent efficiency rate in that zone. If I updated 100 articles and 40 of them grew in traffic at or above a particular level. Then I've got a 40% efficiency rate on optimization. So when I talk about effectiveness of content I want to see how much should I publish, how much should I update and how often did that achieve my goals? I see ranges by the way just it scares the crap out of me sometimes, 1 to 2% of efficiency. Like I write 100 articles and only 2 get rankings. Quite often 40 and 45% at best practice that it's so wide. So you need to take stock today whomever you are and say how often did I write, how often did that yield recurring traffic; that's my efficiency rate. Am I in that 10 percent zone? I got some work to do. Am I above 20, 30, 40? I'm kicking butt. Now how do I take advantage of that? What do I do? No matter where you are there's always steps you can take to really maximize your earn. But it's a great question because so many people talk about ROI and they can't explain how they calculated. Chuck: Right. And it sounds like what you're saying is maybe like diving into your analytics but not looking at like how much traffic this page is doing but what is the segmented traffic; how much is coming from Google or Bing or whatever you're targeting. Maybe you're targeting link acquisition with an article then you got to figure out what's the value of a link that's coming in, how many did I get on this piece of content, and then maybe kind of summing up the value of all the different components. Like knowing what your KPIs are for the specific content. Jeff: Absolutely. And so the ways that I do that so it's manageable; there are ways where you can do that so it's manageable because [inaudible 00:16:38.2] I have thousands of pages or I published hundreds of pages how could I possibly do that? It's do it for the site level. Do it by site section; it's the way Google thinks about your site anyway. Do it by site section and then take your marquee pages and do a more thorough analysis of them. And marquee could mean your best pages that you feel are the best but they punch below their weight class, stuff that does really well, stuff that you invested a lot of money in. So build your plat; this is the stuff I'm going to do with deep dive but I'm also going to get my section level and sight levels metrics. An example might be that when Chuck writes an article he's on a 20% conversion rate to my effectiveness metric. But when Ron I don't know who Ron is but well just say Ron, when Ron writes an article he's 5%. So you're to get; you could do person level, you could do section level. You really want to get that slice and dice to know what's the thing that is causing success to happen or is it luck. A lot of sites a lot of B2B companies they rely on all of their authority for 5, 10 pages and they've got hundreds. Not only is it completely scary and unhealthy from a competitive space situation but if you're a Quiet Light listener it's an opportunity. I mean it's an opportunity to see a site that has a risk of ruin. It's an opportunity to see a site that has huge opportunity if they just publish the right content. So all of those things are what we're typically looking at. It's when I publish about Chevrolets it does real well when I publish about smart cars it doesn't. So when I get that site I'm shooting off about Ford and about gosh as my adjacent so I'm talking about; so it's really getting into when I get in how can I write about tangential or semantically related concepts, really expand my inventory in ways I know we'll have more success, and if I do want to cover other things. I think a reasonable expectation about investment need because I can't just go right kitty cats and crush it. But I know that if I cover what hubcaps should be on the PT Cruiser I can. And so those are the types of conceptual analysis, editorial content strategies I have been doing with years. Now you have data to support it. And that's where I think that the next phase of great Search Engine Optimization outcomes comes from this type of content strategy analysis for sure. Chuck: And one of the things I was reading the other day was just and I think everybody already knows this but they were talking about news websites and why don't news websites rank for everything. Like a news website gets all the links because everybody's linking to articles but yet they don't have the ability to rank for all topics, right? Certain news agencies actually get a lot more traffic for specific topics because that is maybe their topical relevance of their business. Jeff: Yeah. Oh, I mean news is so unique. The news algorithm has so many components and so from a Google news perspective and Google top stories there's components of real-time boosting. There's the concept of the fact that news articles appear in organic search. And they're coming from different channels of information. So they cross the chasm from just being news to being appropriate in search results. So then there's the dynamic of some of those items stay forever. Some of them are temporal and they're going to bounce out when that thing becomes less of a temporal story. We actually have a solution for that. MarketMuse allows you to analyze both serps and overlay analysis and it's called newsroom but that's neither here nor there. But the point of the message is what if you write news articles about this topic you care about but there's four to five aggressive publishers also publishing in that that have authority for news and you're just picking up the scraps. You can see that with solutions that are out there now. You're going to just see what those things are and then tracking that back to assessing performance. If I'm looking at my content items and I write 80 articles about some topic I get no news referrals and I get trickles in of organic and I'm writing it for the purposes of news, is that great? Let's say they get other KPIs, let's say they do gather links and they become powerful. But I'm not winning news, I'm not getting the organic search value that I think I should, how do I use that? How do I use the power that those pages are acquiring to my benefit? And most of the time when I see problematic content strategy; document the content strategy at a company they're not looking at their existing power pages. What content are they publishing that is gaining some value and how do we use that? Because I've got something that's a link magnet that every SEO in the world will go we need to do something with that but they don't necessarily know what that is. And a lot of times you see these link magnets and they're out there. They got a little bit of traffic upfront. They're not valuable enough to get recurrent traffic or it's not; it was a temporal staged story so they don't know what to do. And so weaving that article; weaving that item into some real good content strategy, that's the win. That's building my thought leadership, building my clusters of content, and hey this powerful battery. Plug the battery in here, plug the battery in here, and weave it in with internal link, weave it in with appropriate content, upgrade opportunities for conversions, there's so many things you can do to repurpose but when you get a winner use the winner. And we see that older people are scared to touch them because they're like it might break up. So these are the main dynamics that we run into with kind of the Assessment Authority and news as a special case. But it's so misunderstood what to do when you get a news winner. Because if you can predict that every time you publish a news story on Linux you're in the top three of Google top stories. Like, open that wallet every darn day. And I have clients that are in that scenario and we're like you must write about this every day and they cringe at first and I'm like here's the value that this produces; it's not just traffic. It's all the good stuff that comes as a result of that. It's also a long answer to a short question but I think that's usually a theme with me. Chuck: Alright, so number two you're about to say before I ask you a question? Jeff: Oh gosh I don't even remember what it was now. No, I'm just kidding. So it's kind of breadth and depth and then is the things that you see as being really high quality that you've written. These pillar pieces, the centers of the universe, the things that have acquired the KPI. How are those KPIs; they've acquired some metric that gives you that sense. So we've talked about how your existing momentum, well what are these cornerstone pieces, what are the center of the cluster pieces that exist and how are you using them today? Are you weaving them in? Are you using them to write then support pieces, etcetera? And how do you combine that with analysis of your target readership or user or buyer intent? So what's their purchase cycle; do you have coverage in the information phase, do you have coverage in the middle of funnel, do you have coverage late in the funnel, do you have post-purchase troubleshooting and adherence in ownership? So when you have a beacon of power really that's the time your mirror needs to be the most clear. I always say this. Like, stop tilting the mirror your way because you think you have success. The garbage in the game right now as I call it is people looking at search results and saying I need to write articles just like that search result item regardless of whether you want to argue differentiation it doesn't work. It only works if you have existing power to start to do things like that. What you have to do is just say with my site that I'm assessing, do I have coverage at all phases of the cycle that people would care about who are in this motion; I mean research, intent, decision, conversion, adherence, troubleshooting, whatever the metrics of the buy spying journey would be. And that comes to the why I say this way because the pragmatic approach is to say does this site truly represent my business as an authority and as an expert? What about this collection of pages or this content inventory tells a story that I actually am an expert? And so when you're looking at coverage, you're looking at momentum and what's been validated that I am an authority. But then it's also going to be like aspirationally if I truly were an expert what would I have covered? I can do that by doing competitive analysis or I can do that by doing semantic analysis and manual research. And so when you cross-reference; the punch line here is cross-reference the aspirational model against what you have and that's your gap analysis. So think about the outcomes there. I have gaps in this part of the bio journey. I have gaps, I have blind spots I don't ever cover these topics. I have blind spots here blah, blah, blah. I also have ranking gaps where I have striking distance keywords like I'm on page two that's that the SEO trick, right? Go tell them to update the pages where you're on page two and they'll go up a little and hey you did your job. So but if you weave that into this type of semantic analysis; this gap analysis, your content strategy becomes 2, 3, 10x more impactful overnight. And so compare that to keyword gap analysis, think about the outcomes. You get a word out of it. You get a word where you're ranking 12th and you think you should rank 5th. Well, now you know why. And then you know what you need to do. And that's the secret here. It's get yourself out of just keywords; get yourself into the content that's needed to plug the holes. Chuck: So we don't know what we don't know so how do we figure out what the gaps are? Are there tools you can recommend? How do we figure this out? Jeff: Yeah. Well I think that they're certainly on it and they're obviously not just the ones I present with MarketMuse but there are ways if you want to see. You want to be able to look at using your analytics, using any off the shelf Search Engine Optimization suite whether you are a higher-end person in a more enterprise or kind of using an [inaudible 00:27:29.2]. Looking at those pages; again all of your pages trying to organize them or you're looking at you don't want to buy those things, you've got analytics and you look at something that can crawl and analyze the structure of your site like a screening frog or a [inaudible 00:27:45.5] or a solution like that. Get a true understanding about your site and what it's about. What are the things where every time you publish it it's a winner or more of the time versus what's the stuff where you've been tilting at; aspirational goals. So looking at that or even looking at just traffic and revenue versions by section or by page type or by publish state because last year this was under this person's management this year this is under this person's management. Just a combination of this basic information from analytics and page-level data from a [inaudible 00:28:23.7] can get you at least started. And just to start thinking critically about your content inventory. A solution like the MarketMuse obviously is going to give you the sniper rifle to say go write this page, go fill this gap. But even if you if you're just looking to get kind of a basic understanding it can be easily put together to say gosh Chuck I don't know if we should publish any more articles about backgammon we're a chess site, it just hasn't extended. But when I write about you know particular defenses, we crush. Why don't we just lean into that? So you can make those types of decisions but then how do you get where we want to be a backgammon site. What are the ways that we can bridge the gap between chess and backgammon? How can we become more of an authority on strategic board games in general? So those are the types of questions that are out of this type of analysis, if you're real with yourself you stop publishing stuff that's not going to succeed. Try to figure out why it's not succeeding. That's where a person like a business like ours operates. But there's many out of an agency that knows the answer to these questions that can do that introspection that can do that analysis. But if you're analyzing your site I think it's truly to step back and say am I putting myself out there as an expert? Am I really showing it or was I chasing keywords? And it's always that oh man I haven't even thought about; I've just been looking up keywords, building lists, writing articles, keywords, lists, articles, keywords, lists, articles especially in the affiliate side not knocking always [inaudible 00:29:58.8] so much. It clearly comes out of a keyword list. And then I wrote the article some of them get linked together. Some of them don't. It's not leaving the web of somebody who actually knows their stuff. A great example of this; I've got uprise for every product in the world prices or reviews combination; bottom of funnel. That encompasses my contact strategy against this topic. It could have helped with that and then people wonder why they get hit when there's a quality change in the algorithm. It's because they're looking for that thing. They're looking for that stuff. You haven't told the story about buying that thing. Why are you the expert on pricing it? It doesn't make sense. And so that's the thing that; think about; get out of these search engine optimization shoes get into an editorial shoe. Hire an expert to say hey if you were writing an inventory of content about sound bafflers what would you cover; what are the things you need to know? And then cross-reference that against your stuff. Obviously, there's ways of doing both of those things taking technology like what we do. Chuck: So let's talk about that I know we don't want to like hardcore pitch your product but you have a great product that I think is a lot of value to a lot of people. So let's talk about like how your product can help and maybe even hit it as like these are the things that my product can do and some of the stuff people can do without the product so they could do it on their own but you're offering a service that makes it a lot easier. So let's talk about that. Jeff: So if I'm going to assess the value of a site; for example, if I want to see where there's areas of opportunity to create content or update content and be more successful. If I can get that hit list immediately and go execute on those plans; really move the needle quickly, that's a direct value of what one of the components of MarketMuse Suite. So MarketMuse Suite is a collection of; a combination of an automated content inventory and content auditing solution. We'll also take it to the next level and say after you build; after you say I want to create this page or update this page we'll build a comprehensive content brief for your writer. So it acts as a blueprint or an outline or a brief if you're familiar with what a brief looks like. And it tells a story so that the writer can be creative. So that the writer can research imagery; so the writer can research their sources and doesn't have to worry about is this thing going to have success after I hit publish. So many writers the anxiety they have; this is a huge pain point in the writing space is am I doing my keyword research correctly. Ask them. I mean that's the part I don't know. That's the part I really don't care about. I'm speaking from their standpoint. So take that mystery out of it. Take the SEO mystery out of it. Here's the outline we need you to follow. Be super creative. So we answer that question with that side of MarketMuse. We also have some point applications for doing competitive analysis so I can look at any search engine result page and understand who's got great content; high quality, who's got weak content, what are the gaps. And if I were going to put out true best in Class content on this specific intent, this specific topic what would it look like getting into the gritty details. Chuck: So what are some of those details? Jeff: Yeah. So what are the concepts that need to be included, what are the variants to consider, what are the questions to ask, what are the questions to answer, what are the internal linking; things you should do to internally link to other pages to tell the story that this isn't an orphan page on left field that actually weaves into your existing inventory and then grading your existing coverage and understanding how to interweave and to weave those things together. I have this great page; the one that you talked about, the news one, I want to make sure that it's linked. So all of those things we have point solutions so you can do a one-page analysis and get recommendations to improve it. You can get that one-page analysis and recommendations to make it equal to or better than your competitors every time and go head to head or against the whole field; questions and answers analysis, internal and external linking recommendations, and then we have for premium; one of our premium offerings is the newsroom solution specifically for Google News optimization. So basically the story is what should I write next, can you give me details as to how I would execute that so that you're getting me as close as you can to publishing? And then for all of my adjunct workflows; this specific analysis, this one-page analysis, we have applications to solve those specific goals to say okay why is Quiet Light Brokerage beating me for this topic? Is it because of quality; MarketMuse will tell you. Is it because of links and they have a worst page? Darn, they're more authoritative than me; what do I need to do? I need to go write a package of content. Tell me more of the story that I'm the expert because I don't have that off-page authority. So no matter where you sit it's giving you the advice as to what those next steps should be. And that's kind of the spirit of what we do. Chuck: So one of the examples I've heard you say before is like you're writing about a specific topic blue fuzzy widgets, everybody who writes about blue fuzzy widgets also includes pink monkeys and if you're not writing about pink monkeys then you clearly don't know about blue fuzzy widgets. You're not an expert. So maybe can you talk about that a little bit? Jeff: Sure. So our core technology is built on it. It's a topic modeling technology and it tells the story of what it means to be an expert on a concept. So it tells me by analyzing in some cases hundreds of thousands or millions of content items that people who know a lot about blue fuzzy widgets also know a lot about pink monkeys and so if you write about blue fuzzy widgets and you don't include pink monkeys you're not telling the story that you're an expert. So often in the market people have just looked at like the top 10 results to do this assessment. For so many reasons that I could get into there's a great article online called TFIDF is not the answer to your content and SEO problems and it goes into detail of each one of these logic challenges that exist. It's great for information retrieval. It's been around for 30 something years. Obviously, it's still being used. The challenge though is don't base your business content strategy and thousands of dollars of investment on that. And so what we were able to do is to say that but we're also then because we're analyzing so much data we're able to say that well guess what the top competitors aren't talking about orange donkeys and it's very relevant. That's a way for you to differentiate yourself. So you're covering the blue fuzzy widgets, your covering the pink monkeys but then you're going to differentiate yourself by also illustrating that you know all about those orange donkeys and that's what makes you special. And how does that drive back to true expertise? In this, we see constantly being successful with the best content strategies. They're writing about the table stakes content but they're also illustrating that they really know this stuff. And I always use more detailed examples but a cool one I always use for content marketing is a lot of people that write about content strategy don't talk about buyer personas. They don't talk about target audience. They don't talk about the roles on a content strategy team. Do you know why? Because they're chasing keywords. And if you can look at a search engine results page and go ooh, they're chasing keywords, there's my opportunity. Even if they're 9,000-word articles by HubSpot if you can find gaps in their game you can really take advantage of that and you can punch above your weight. And if you can pop a page that doesn't have as much traditional off-page authority link profile to build that beautiful cluster you can start ranking with undersized off-page pages and sections. And that's niche hunting. That's what the niche hunters talk about. That's what the UN fencers of the world; that's what they're really focusing on. How can I punch above my weight with undervalued off page sites? That's the way you get there; great content illustrates that you're an expert every time. Chuck: So we're thinking; traditional people when they're thinking about articles they're doing keyword research they're finding those low difficulty versus high search volume relative and then they're just going after that but what they're missing is just because people aren't searching for a specific word doesn't mean that it's not important. Jeff: You shouldn't have it in there. Chuck: Right. Jeff: Oh yeah. Chuck: Or specific words within content that you need to have to show you're in authority even though people; the average Joe may not be searching for that. Jeff: Exactly right. And that is the funniest thing about to watch the evolution in this market. When we first launched four years ago everyone when they would see a list of topics; this is the most interesting thing I'll say today, four years ago they used to look at that list and go why isn't it sorted by search point? And I said because that's irrelevant to what we're trying to do here. We're trying to tell you what it means to write that golden article to be an expert. Why does it matter what search volume is because you're so ingrained to use volume and PPC competition which that's another story for another day; crazy. Why don't do it? By the way, I'm not correlative to organic competition. I can get into that in a second but they're so ingrained; heavily so ingrained to use search volume as their North Star. They want everything to have search volume next to it so they can sort by it. So if we sort by that and then you discredit the stuff on the bottom, that's bananas. You're thinking about this from a content strategy perspective or from an expertise perspective. And that's what we see time and time again. Fun fact and I think you've heard me speak about this; it's totally exploitable. If you see competitors who clearly take topic lists and sorted by search volume you can; we usually call it chopping down a tree, you can chop down the tree. Every time it works because they have this strategy gap. You can predict what they're going to do. You can also chop down the tree in areas where they have blind spots. They will never fill them because they're using search point as a North Star. And so another way to say it is stop using that four square; that volume competition, you've all seen it. Alright, let's try to find those low competition high volume words. Sure those are great. Lean into those but that's not the whole picture of how you should write your content. Because the last thing I'll say about this is if you have no content at one stage of the purchase cycle and you think that you're not at risk with having content at another stage you've got another thing coming. It's going to catch up to you. Someone is going to fill that. Somebody is going to fill those intent gaps and crush you. It's just common. And we see it with publishers that have been resting on the laurels of their powerful content. They're just getting their tail handed to them by real content strategies every day. Chuck: So what are some quick wins you think people can have? Like okay, I have a let's say a site about; I don't know, let's just say a general content site, you pick the topic. What are some real quick wins I can get? Jeff: I like to call them one-page plans. So I'm going to find a page of interest. So something that's special about my site and maybe it's a small collection of pages. This is my page that's for some reason it's special. It's really long form, it's beautiful, it converts very well. Chuck: Are we defining special meaning like it's already getting traffic or I just think it's pretty? Jeff: I like it and it gets me some KPI that I think is legitimate and is giving me value. So it could be traffic already. It could be rankings that I am already getting; it ranks for lots of words. So that's a signal of comprehensiveness. A quick win could be to look at what that page is ranking for and pick out the words; this is using SEM Rush; using that to pick out the words in that list that the page doesn't actually satisfy the user intent for rewrite those pages; quickest win ever. So that one-page plan I rank this; I'll use a great example. Content Marketing Institute; I love that site, they have a wonderful page on LinkedIn profiles. It dominates LinkedIn profile marketing. They also rank for marketing profiles, not very good. And the site; the page just covers LinkedIn profiles. It doesn't cover generally marketing profiles. So they could beam their other zoom higher and now cover marketing profiles in general and write about other marketing profile presences as a cluster. All boats are going to rise. So you do that exercise, a quick win every time. You can find it. We call them content mismatches or unaddressed intent plants; always a win. You can always find one on your site because you've probably got pages that rank for hundreds of things. No one page can answer a hundred things beautifully. So when you go write that page people are like won't that cannibalize? No. I mean [inaudible 00:43:23.2]. Do I have to explain myself no? Chuck: So the key there is again you've got that one page; it's linking for a lot of words, you've got tons of words, you'll pick out the few that it's not ranking well for and then you'll link through that keyword to a new article that is specifically about that content? Jeff: Or expand it if it's a fit. If it's not a fit writing new but the key is it's not just that it's not ranking. I mean if it's not ranking for that's important but it could be ranking reasonably but not satisfying like user searches for that on Google and then they land on that page and like this sucks this isn't what I wanted. So if that intent mismatched so can you correct that and improve the page or do you need to do that in a new creation motion? So that is a tried and true technique. That's a recycle, recycle, recycle. Inside MarketMuse you just press a button and it tells you those plans which make life a lot easier obviously but you can do it. It's just that manual labor to use that one technique. And if you ask me for a quick one it's always a quick one. Look for that hundred word or more ranking page, find the word that this; read the page. You'd be surprised how many content strategists and CEOs don't actually read their sites; it's amazing. Read the page, know what value it has, and does this page get people to achieve that value. It can also be done on the back end. Andy Crestodina who works at Orbit Media; he is an expert in Google Analytics and content strategy. He wrote a book called Content Chemistry. Inside his analytics book; parts of the book, it shows you how to do this in Google Analytics by looking at exit rate and engagement gaps. So you can do it there or you can do it from keywords or any other ways but those are some quick ones. Look at your worst exit rates. So many people don't break those down by; they don't cross-reference those two things. So they've got a page, this thing is broken it's 90% in exit rate. Go back to the words that are driving the users to that page. What if all of them are out of alignment? You can just flash the content double engagement overnight. So there's so many wins that you can do with just a quick one-page plan analysis. I like to say pick one you like, get started, put few wins on the board, prove it out, and then decide is this something I want to get serious with and invest in technology that can support it. Chuck: I got you. Now when I started first looking at your product a couple of years ago and seeing kind of the wonderful amazing things you were doing, it was at a price point where I actually kind of like when high price points because it keeps; on really good things it keeps other people from being able to do it. But I guess you just launched a new price point for a self-service. Jeff: Yes. It's actually something we've been looking forward to doing. And we are a mid-market enterprise large publisher; people who have really invested in content that's traditionally been our target market. Chuck: Could you give an example of some big players that you work with? Jeff: Yeah sure. I'm trying to think of who's on this site. G2 Crowd is a customer and they're on there; we work with divisions of the Walmart Corporation, Home Depot, large e-commerce but also just great publishers. Business.com; love them so there's a lot of people who are publishing content. A lot of people I can't name and I wish I could. But if you type in MarketMuse case studies you can find a cool example from Tomorrow's Sleep on that one and how their site grew from 4,000 to 400,000 in a year with their agency that works with us. So that was always a big focus of ours. It was make sure that they can write content. Make sure that they can update content, that they've committed; they actually believe content can get them there because then life's going to be a lot easier for everybody. But we then also said let's look at the mirror. I'm always about looking in the mirror and look at the demand that we have. And so we really looked at who's coming in the front door saying we want to be MarketMuse customers. And right now having made that case internally or I just I'm not a profile of a customer that can spend tens or in some cases hundreds of thousands of dollars on software. And so what we did was we right-sized for a specific target market, we right-sized a self-serve offering. And there is also a trial experience that everyone who's listening can go to the site. Go to MarketMuse trial. Go to MarketMuse, see the trial and you'll get an experience with your data; we've actually set this up so you can use your site, optimize a page, create a content brief, update some existing content like I mentioned, get that content brief and then there's also a special workflow baked in there that'll amaze you that I'm not allowed to explain but you'll see it when you get there. But you can do a competitive analysis, you can update a page, you get a content brief; by the way, take that with you it's free and make that decision of whether you want to become a MarketMuse Pro customer which is our self-serve offering at 499 a month. Quiet Light Brokerage Podcast listeners have a promo which Chuck will include in his notes which gets you a discount there. Or if you're a larger team, if you have four writers, if you write 10, 15 articles a month it's going to make more sense for you to be in one of our other packages; a bronze, a silver, or a gold, or a higher offering. So it gives you an understanding about the value that we provide, the opportunity to buy, to see if that's a fit, or to immediately recognize oh gosh this is what I need for all of my content items. I need one of the larger offerings. So the experience we typically is that people find the right car on the lot. Or they begin using and saying oh wow I need more of this. I was successful with the first thing I did. I know this makes sense. Making your content higher quality, that's the fun part about being in Market Muse; it's you never look at it and you're like oh man I wish I hadn't made that page better. You're always on this ongoing quest to do a better job, write better content that resonates more with your audience. And that's what we do every day. Chuck: Awesome. So to wrap this up I always like to ask people could you give us a few random tools not really related to what we're talking about but just things you like to use in your daily work or just regular life. What are some of the hacks you may have? Jeff: Man, there's so many. I love this. So a couple that I use, when I had some personal time management issues I tried everything. I tried boards with; con bomb boards and everything. And one thing that helped me analyze where I was spending my time was called Tomecular and it looks like an eight-sided dice and you put stuff on it. And as you're working on stuff you move the dice around and it seems so; maybe it's because I like touching things like that but it really gave me an understanding about where I was spending my time and I fixed some stuff within MarketMuse like the business organizationally just from that information. So that's cool. I love Boomerang. I think it's a beautiful solution for making sure you don't forget stuff if you get a lot of e-mails. It's a really good productivity tool. Chuck: Before you move on from Boomerang I think Google now have something similar built-in where they have the… Jeff: They have don't let me forget this. Chuck: Yeah. It's like a little reminder you can set for different dates and it comes back in. Jeff: Yeah. Boomerang has some features that I'm so used to being able to set and forget things pause so I don't know if Google's ever going to pause Google so that's something that, but I like Boomerang. It's not that expensive. You do need to watch your SaaS subscriptions though. That's another story. Another one I love, love, love, love is Full Story. Full Story isn't; they keep going a little bit a little more expensive each time you look at them. Good for them. It's like having a DVR on every user that ever comes to your site. You can watch the experiences; obviously anonymized but you can watch their experiences, build pattern matching, look at segments, and really get an understanding about why people are doing things. I mean I think that that's really valuable. Chuck: It's kind of like what is it Crazy Egg? Jeff: It's similar to a Crazy Egg but it's more of like a heat map reporting. They've got this capability and a handful of other solutions that are out. I just think Full Story has this like really robust like I can go in and I can find users that went through this specific sequence and just watch all the sessions. I mean so many times. Just learn from that to really tell a story and it really is powerful when you are already doing a new multivariate testing to really catapult that into the next level. I mean if I told you what conversion rates we have you'd blow up. But yeah I mean you really have to think critically and fly the flag of your customers so that when you do get these solutions they don't just sit on the shelf. I mean my goal every day is to make sure that the next article that every one of my clients publish is more successful than it could have been without us. And I think that comes through in our online messaging. It's not just that we're this secret weapon of the elite agencies which I know for a while that's what we were. It's that if you use MarketMuse your stuff will do better more consistently and then I will be happy. And if it does not happen then I and our entire team will not be happy. And we hope that our messaging comes through and we couldn't do it without these other solutions that we work with Full Story, like Pendo; Pendo is a beautiful thing, and some other metrics, some other things we use to really dive deep into our customer experience. Chuck: Awesome well I appreciate you taking the time to talk with everybody today. Is there a way that people can reach out to you or the company? Jeff: Yeah, absolutely. So MarketMuse.com, Chuck's going to post a promo code that's for the MarketMuse Pro self-serve offering as a discount. You can email me directly Jeff@MarketMuse.com, Jeffrey_Coyle on Twitter. I'm pretty active. LinkedIn, please. I typically don't say no unless you've sent me a weirdo request that tells me in an unreal way that you like my profile and you'd love to connect. If it's clear that you bought or sold a website before in your life I'm probably going to connect with you and want to talk in any light. So yeah please reach out and go check it out. We have a lot of content. I have a lot of; this conversation is like this throughout the web that I think can really level up your game and give you the ability to assess deals quickly without just hunches. You got to go with your hunches but it's nice to have hunches and data. Chuck: Yeah for sure. And a quick pro tip from me, if you're trying to get somebody to accept your LinkedIn profile and they don't know who you are, write a message. Don't just send the like later. Personally, I feel like if I've LinkedIn with somebody and I'm connected then I'm somewhat vouching for them so I don't just accept random LinkedIns. Like, everybody, I've accepted for the most part are people I've actually met in person. But then we go to these conferences and somebody sent me a request and I don't remember them so it's like just send a little message with them, take the two seconds to write. Jeff: Yeah, and make it from the heart. We can smell of that. Come on. I think MarketMuse is cool. Oh really do you? I do too. So I guess we are connected I love the thing but you know. Chuck: There you go. All right well I appreciate your time and thank you, everybody, for taking the time to listen and see you soon. Links and Resources: MarketMuse MarketMuse coupon code (mentioned in the podcast): QLBMM Email Jeff Twitter LinkedIn
更多英语知识,请关注微信公众号:VOA英语每日一听Jonathan: Jeff, I really don't understand how sometimes you have so much success with girls when we go out to the bar. It often seems like I'm the one sitting there and not really enjoying the conversation with the other girl's friend while you really hit it off with these women, and you're able to just walk up and talk to people. I don't know, maybe I just don't have the ability to go up and do that. How do you do that?Jeff: I don't know. That's a... there's no special formula I don't think. I think you have to be a little bit open. You've got to be a little bit nice.Jonathan: Do you have some lines that you use?Jeff: I don't think. It all depends on the situation. It depends of the girl and the place and how you're feeling and what the girl looks like, but I think it helps a lot to have a good wingman. You need a good wingman. If you're by yourself you look a little bit strange: Why is this guy here in the bar by himself, so you need a good wingman.Jonathan: Well, I find when I go out to the bar with you, you've been able to meet and talk to some people, yeah, I guess maybe when I go out alone I don't have quite the same success rate, but then a lot of times, you go out to the bar by yourself and you meet people and then I only hear about it afterwards.Jeff: Yeah, but I think it's... if you drink enough beer and you go out with the right mindset. Leave all or your parameter at home and everyone is good in their own way.... and if you're open to everyone, open to having a good time, I think girls can sense that and they like that.Jonathan: Or perhaps you're just strange enough that it doesn't seem all that different when you're out by yourself.Jeff: Well, it might be that. It might be that.
更多英语知识,请关注微信公众号:VOA英语每日一听Jonathan: Jeff, I really don't understand how sometimes you have so much success with girls when we go out to the bar. It often seems like I'm the one sitting there and not really enjoying the conversation with the other girl's friend while you really hit it off with these women, and you're able to just walk up and talk to people. I don't know, maybe I just don't have the ability to go up and do that. How do you do that?Jeff: I don't know. That's a... there's no special formula I don't think. I think you have to be a little bit open. You've got to be a little bit nice.Jonathan: Do you have some lines that you use?Jeff: I don't think. It all depends on the situation. It depends of the girl and the place and how you're feeling and what the girl looks like, but I think it helps a lot to have a good wingman. You need a good wingman. If you're by yourself you look a little bit strange: Why is this guy here in the bar by himself, so you need a good wingman.Jonathan: Well, I find when I go out to the bar with you, you've been able to meet and talk to some people, yeah, I guess maybe when I go out alone I don't have quite the same success rate, but then a lot of times, you go out to the bar by yourself and you meet people and then I only hear about it afterwards.Jeff: Yeah, but I think it's... if you drink enough beer and you go out with the right mindset. Leave all or your parameter at home and everyone is good in their own way.... and if you're open to everyone, open to having a good time, I think girls can sense that and they like that.Jonathan: Or perhaps you're just strange enough that it doesn't seem all that different when you're out by yourself.Jeff: Well, it might be that. It might be that.
更多英语知识,请关注微信公众号:VOA英语每日一听Jeff: So, Jonathan, I'd like to meet a nice girl. I'm looking to meet a nice girl but I'm not quite sure where we should go to meet women. What do you think? Where's a good place to meet some women?Jonathan: You know, that's hard to say, I mean, there are all kinds of things that work for other people that they haven't necessarily worked for me. I mean, I talk to people who say that met girls in libraries, but I don't really want to go to a library. Usually they've got a silence rule. I don't want to go up and try to talk to a girl and have the librarian say, SHHH!Jeff: Actually, one of my friends told me that he met a girl in the grocery store once in one of the aisles. He was looking at milk and she came up beside him, so maybe we should go get some groceries.Jonathan: That seems to be a really unnatural kind of way to meet women in a grocery store. Maybe is a woman sees that you're buying individual portions of something and you're buying like little TV dinners that are only put in the microwave oven, she knows that you don't have someone at home cooking for you, but if I go out and I see a woman filling a basket with lots of tomatoes and cucumbers and so on, then I imagine she's probably cooking for a family.Jeff: Well, why don't we go do something like bowling. Bowling! Women love to bowl. I'm sure we can meet some nice ladies at the bowling alley.Jonathan: Oh, but women don't like putting on those ugly shoes.Jeff: Well, then...Jonathan: It's unfashionable when they go to the bowling alleys.Jeff: Well, then, shopping! Let's go shopping. Girls love shopping. We can meet them at a store.Jonathan: Girls love shopping but then they're gonna make you hold their bags for two hours while they go and try on different things. That's no fun.Jeff: OK.Jonathan: How about a concert?Jeff: Ah, no, Too noisy.Jonathan: Yeah, I guess you can't talk to women there.Jeff: Well, I think actually, another one of my friends once met a lady at a bank - the bank teller.Jonathan: Bank teller.Jeff: Yeah.Jonathan: That would seem like a little bit of a strange thing, and there I think the woman would be judging you by how much money you have in your account. She'd be able to see all of your information.Jeff: Well, actually, I think let's just go to the pub.Jonathan: OK.
更多英语知识,请关注微信公众号:VOA英语每日一听Jeff: So, Jonathan, I'd like to meet a nice girl. I'm looking to meet a nice girl but I'm not quite sure where we should go to meet women. What do you think? Where's a good place to meet some women?Jonathan: You know, that's hard to say, I mean, there are all kinds of things that work for other people that they haven't necessarily worked for me. I mean, I talk to people who say that met girls in libraries, but I don't really want to go to a library. Usually they've got a silence rule. I don't want to go up and try to talk to a girl and have the librarian say, SHHH!Jeff: Actually, one of my friends told me that he met a girl in the grocery store once in one of the aisles. He was looking at milk and she came up beside him, so maybe we should go get some groceries.Jonathan: That seems to be a really unnatural kind of way to meet women in a grocery store. Maybe is a woman sees that you're buying individual portions of something and you're buying like little TV dinners that are only put in the microwave oven, she knows that you don't have someone at home cooking for you, but if I go out and I see a woman filling a basket with lots of tomatoes and cucumbers and so on, then I imagine she's probably cooking for a family.Jeff: Well, why don't we go do something like bowling. Bowling! Women love to bowl. I'm sure we can meet some nice ladies at the bowling alley.Jonathan: Oh, but women don't like putting on those ugly shoes.Jeff: Well, then...Jonathan: It's unfashionable when they go to the bowling alleys.Jeff: Well, then, shopping! Let's go shopping. Girls love shopping. We can meet them at a store.Jonathan: Girls love shopping but then they're gonna make you hold their bags for two hours while they go and try on different things. That's no fun.Jeff: OK.Jonathan: How about a concert?Jeff: Ah, no, Too noisy.Jonathan: Yeah, I guess you can't talk to women there.Jeff: Well, I think actually, another one of my friends once met a lady at a bank - the bank teller.Jonathan: Bank teller.Jeff: Yeah.Jonathan: That would seem like a little bit of a strange thing, and there I think the woman would be judging you by how much money you have in your account. She'd be able to see all of your information.Jeff: Well, actually, I think let's just go to the pub.Jonathan: OK.
Achieve Wealth Through Value Add Real Estate Investing Podcast
James: So few things; we want to go through some of the markets and some of the value-add stuff and I think you do a lot of student housing things. Also, we can go through that as well. Yeah, that should be what it is. And okay, let me just get started. So 1 2 3... Hey audience, welcome to Achieve Wealth Podcast where we focus a lot on value-add real estate investing. Today, we have Jeff Greenberg who has more than 40 years experience in management, staff supervision, development, and training. Jeff has been investing since 2007 and has more than 40 million multi-property projects consisting of around 2,000 units. So deals that he controls consist of student housing and some of the multifamily units across, Georgia, Arizona, Texas, and Ohio. And Jeff focuses a lot on value-add student housing, which is very interesting. Until now, we have a lot of podcast interview on conventional multifamily in workforce housing, but now, we're going to talk a lot more about student housing. Jeff has also done market rate and also senior living multifamily properties. Hey, Jeff, welcome to the show. Jeff: Well, how you doing today? James: I'm good. So thanks for coming in. I want to go with more details on how did you get started because you rent a thousand units across different states. So can you describe to our listeners and audience on how did you get started? Jeff: Well, probably similar to a lot of other people, I started out with single-family, but actually never did any single family deals. That was in 2007 when the prices were going down so fast that it was hard to do much in the single-family area as far as REO properties, the bank's weren't releasing them. So I did bump into a guru and so I did go to seminars and did get some mentoring around in 2007-2008. And then started with my first property that I ever bought, other than my own personal residence, was a 20-unit property and it was a syndicated deal. So we brought in investors into that first deal and that was essentially my entry into it. skipped right past all the single-family stuff. James: And what year was it, Jeff? Jeff: That was the first property we bought, actually it was in 2010. James: Okay. So 2010 you started with 20 units and the guru and the cost that you had taken was that more multifamily or was it more a single-family size? Jeff: It was all multi-family stuff. James: Okay, got it. So you got into that and then you started buying 20 units and which market was that? Jeff: Well, that Market was in Harlingen, which is in South Texas. Okay. It's near Brownsville and McAllen, for those people that know that area. James: Okay. Okay. So 2010 was supposedly supposed to be a perfect time to start investing in real estate after the 2008 crash. So can you describe what happened in your first deal? I mean at high level and what happened and how did you come up, in terms of the results for the first day of... Jeff: Yeah. The first deal, that property was only three years old. It was built in 2007. It was a hundred percent occupied and it was in a very slow growth market. So we had big plans for raising rents and they were already paying electric so we were planning on billing back water. And the problem was it was very difficult to raise the rents. We were getting a lot of resistance and doing the bill back of the water, we met with a lot of resistance. So we had nowhere else to go. It was already a hundred percent occupied because it was a new property. And so that was a plan which didn't work very well because we couldn't get those rents up. It took them a long time to get the rents up. So the lesson learned from there was that you needed to do more research on to the potential for the value-adds. And in that property, we held it for six years; we were supposed to sell in five. We held it to 6 because we drew a line in the sand as far as what price we would take and it took us an extra year before we are able to get that price in order to get the investors a fair return. But it took us an extra year. Otherwise, there wouldn't have been much much of a profit on that property. So it was a seminar. James: I mean, that's awesome that you're sharing your first lessons learned, right? Because sometimes you know, we forget that there are things that we missed out or there are things that you know, we don't really see it when you go and buy a multi-family. Sometimes you buy in a hot market and it went up 200-300%. People think that they did the work but that's not going to be the case all the time. Jeff: Well, that's basically what happened on the next property though. So the next property was a property we bought in Houston where it was a foreclosed property that we were buying it. The owner we were buying it from actually bought it as a foreclosure so he had had it for about two years. It is 62 units so he bought it for 600,000 and we bought it for 1.3 after he had it for two years and so we got it for about under 21,000 a unit. And at the time, in Houston, the values were going from 25,000 to maybe 35,000 a unit so we still bought it under market value and then in three years, we sold it for 2.7 million. And the reason we got that value part of it, it was 85 percent occupied when we got it. We got it up to 95 percent occupied. The revenue was about 36,000, we got it up to about 42,000. But also at that time, the cap rates compressed so we bought it at a 9 cap and sold it at a 7 cap. So we got the advantage of the market, the market appreciation as well as what we did for it so that was a perfect storm for us. So it completely made up for our first one, in that the investors got a 120% return on a three-year whole. So a 40% annualized return, which nobody complained about. James: Yeah, absolutely. Jeff: But that's unusual and that was totally different from the other property where the investors got a lot better than they would have in the bank, but they didn't get a fantastic return. So different properties, different deals. James: So I mean that too is conventional multifamily, right? Jeff: Yeah. James: And how many conventional multifamilies did you do before you start hitting into student housing? Jeff: Well, the next one after that actually was a student house. I mean, I was invested in another person's deal that was about 700 units 20 million dollar deal that we were in. But the next deal I did after that, actually, we broke up our partnership. My partner back decided not to do real estate anymore and I continued on my own and that's when I got a small property in Ohio. I had a 19-year-old student that went and found this property for me in Oxford, Ohio, and that's when I got into student housing. So we were talking, we mentioned earlier as far as how it getting into student housing, I really didn't plan on it. It was my intern that found the property and said, "Hey, let's get this," and the numbers look good and we got into it. So that was our first student housing deal in Oxford. James: Yeah. I mean, I'm going to go a bit deeper into that. But I mean you are now in California, you are based California, but you have been buying in McAllen, Texas and Houston and Ohio. So how did you decide on where to go or is it just whatever opportunity that comes to you? Jeff: Well, I've been pretty opportunistic, basically, when an opportunity comes in. Right now, we're kind of reversing out a little bit and trying to do more focus on markets. But at that point in time, we were just looking at opportunities and when an opportunity came we did our research on the market and did it afterward, rather than doing it up ahead of time. We decided do we really want to be in this market and if we did then we went up to the property. But it was more properties came to us from different directions. The one in Georgia, I had a lady working with me that I had trained and she developed a relationship with a broker in Georgia and that was pretty much where we got the Georgia property from, which was our next student housing property. James: So one thing I want to clarify. You said you had an intern and you have this lady that you have been training. So do you have interns working for you or do you have students that are looking for deals? Jeff: Yeah. The first one was an intern that I had trained and then after that, there was a group of people that came to me and asked me to train them and so I started training them and teaching them how to find properties. And in the last three years, we've done a couple of deals together, but they basically found the properties. Yeah, and you know that I've been training them as we've been going, showing them a lot of the different aspects of it; doing due diligence with them and taking them on the tours with a lot of those students. Since then things have changed a little bit but at that time, those were people that I have trained. James: So is it like part of your mentoring program or you just train for fun kind of thing? Jeff: It wasn't a formal mentoring program, but it was kind of a mentoring program. James: Okay got it. Jeff: But it was just more informal that I had helped people and in turn, they would bring properties in and if I like them, would go after them. Say it saves me underwriting a hundred deals to find one, they would underwrite a hundred deals, bring me one and I'd only have to look at a few of them. So much of our deals that I had to look at, you know, when they would bring them supposedly all ready to go and I would decide yay or nay on them if I liked them. James: Okay, got it. So coming back to the student housing and you said one of your interns found it. And, I mean, can you describe how did he find that deal? Jeff: Well, he was embarrassed to tell me, actually. He was embarrassed to tell me until after we had closed that he actually found in on LoopNet. And you know there are deals on LoopNet but usually, they're overpriced or maybe there's some other problem with them and it so happened that the seller was beaten up by two other buyers prior to my purchase. We got it for a much lower rate. So at the price that we got it at, it was a great deal but at the original price, it wouldn't have been. James: Got it. Got it. So let's describe the process. So this intern brought you the deal. So what are the few things that you look at the deal that you think you're going to take a second look at it? Jeff: Well, I mean several things. The one thing I had my interns do is I want to do as little work as possible myself. So I told them I want bullet points on why I want to be on that market, you know, what's the advantages of this market? With student housing, the emphasis is more on the school, but all the different reasons that this is a great market to be in and also as well as the numbers for the property itself. And basically, they have to come in and give me a sales pitch and convince me with a presentation that this is a deal I want to do. And on the regular market rate ones, you know the typical stuff with the employment and the population growth and the age of the population and all of that typical stuff that we look at. Over the student housing, it's the size of the college, the percentage of rooms available on campus versus off campus, basically, the health of the university. The location of the property, how close it is to the university, those kinds of things that we look for more so on the student housing. James: So, can you go a bit more, dig deeper into how far from the campus which you consider in campus versus other campuses? Jeff: Well, as far as what we look for, typically, we want something within a mile of the campus. My Georgia one is a block away, my Ohio one is within what they call a Mile Square. My Arizona property is a little bit farther out. It's two miles off campus and that one, it's a little bit more of a struggle but you're not going to get the prime rates and we understood that because when you're two miles out. So you want it close by the campus, you want it on the right side of the campus, rather than way away from the classrooms where people still have to walk a mile across the fields to get to campus. So you want to be on the the the closer side where the classes are but it will help you out also if you're near. the bar district or where all the hangouts are that sometimes will make up for being a little bit far from the campus. If you're where all the hangout places, the cool places are that helps you out. The other thing in student housing is the bedroom bathroom parody. If you could get a one-on-one with a one-bedroom and one bathroom that's going to be a lot better than your four twos or your 3 ones or whatever. The more bathrooms you have, they like that. Also, it seems that student nowadays, they want to share with fewer people. So a 4-2 wouldn't be as popular as a 2-1, you know where you still got two people sharing a bathroom, but you only have two people that have to get along with each other. And if you could get a 1-1, you're even better off; that they're a lot happier with. In fact, I was talking to someone the other day that I had some 4-2 that I actually split them in half and made two ones out of them. Just had to put a kitchenette in order that they have fewer people to share. James: Okay, interesting. So have you started focusing fully on student housing now or you're still doing conventional multifamily? Jeff: We're doing both because I do like the fact that people mess up student housing and it gives us an opportunity, you know, everybody we know from the groups we're in, everybody's looking for value-add multifamily, but there are fewer people looking for value-add student housing. And so that just gives me a little bit of an advantage on that. But other than that, I mean that's the main reason I'm looking at student housing is that there are fewer people looking at it and if you know what to do with the student housing, there are certainly some great opportunities. I don't think I would recommend it as somebody's first opportunity, the first investment because there is a little more risk into it, but it's a good asset class. James: So let's discuss some of the risks that's involved with student housing. So can you outline a few risks that a newbie should watch out for student housing? Jeff: Yeah. Well, part of the risk is missing the lease up window, wherein multifamily if you don't get it leased it up this month, maybe I'll lease it up next month. But on student housing, if you get it leased up by a certain time and each campus is usually different, if you don't get it leased up in time, during that time, you may be stuck with empty units for the whole year. So you've got to get it leased up during that time. The other thing is, you're going to have higher turnover and it depends on the property as well. My Georgia property, we're hardly getting any turnover because there are not a lot of other options in the market. My Ohio property there's plenty of other options so they may go from one property to another each year. Same with my Arizona property, they may switch around. So it's going to depend on what's available at their price range if there's going to be turnover. My first year on the Ohio property, I think was like 85 percent turnover, which most people will freak out thinking, you know, okay, 85% and it's all at once. It's everybody's gone at the same time. And so, you've got to turn all these units and have them ready for the new tenants coming in. So we always budget for a higher expense as far as because of the turnovers because turnovers, as we know, is one of our bigger expenses so we'll budget for that. A lot of people think that student housing, you have a lot more in the way of damage and we really haven't seen that, we haven't seen a lot of damage. And the thing is we charge back everything that's caused by the students that not that normal wear and tear. I mean, we get things; wine stains in the carpeting or iron marks where they put an iron down on the carpeting and melted the carpet, shot glasses or beer caps in the garbage disposal. We do get lockouts, you know, where were you're having to fix the door because somebody kicked it in, in order to get in or you get domestic disputes where some boyfriend goes and punches a wall because he's pissed off or something. I mean, we do get some of those but the deposits cover most of that stuff. James: Got it. I'm sure the parents will pay too, I guess. Jeff: Yeah. Yeah, if it gets beyond the deposit we have then the parents will usually jump in. James: And how much is the turnover cost that you usually budget for student housing like in conventional usually like for me I usually budget like $100 per unit, per year? Jeff: As far as for turnover? James: Yeah. Not repair and maintenance, just turn over. Jeff: Well, if we look at the overall repair and maintenance budget usually we're about five or six hundred, overall. And my student housing ones, my Ohio, I believe we're at 1,800 per units. James: Repair and maintenance? Jeff: Yeah. James: Well, that's a lot. Jeff: I have to lower that down. I don't even think we're using that but that's what I originally put it about. James: Okay. Got it. Yeah. Because usually total repair and maintenance plus turnover is like 500 to maximum $600 on conventional. Jeff: Yeah, I mean, mainly because of your turnover costs. On that property, we've been painting every wall every time we turn over. I'm not sure if we need that but we've been doing that. It's been a little bit higher. I mean, it's been higher on that one. The other one in Georgia, our turnover costs aren't nearly as much. James: And what do you expect other than, do you do anything special to reduce your turnover cost? Jeff: Well, we try to encourage re-leasing and we do give lower rates for those people that are releasing as well as if they release early, we do give them discounts on that. And in the thing is, on my Georgia property, if they release, we may keep their rents at the same rate or maybe just raise it slightly in order to keep them in because that saves us a lot of money. That saves us a lot of money on the turnovers. James: Okay, correct. What about the interior? Like carpets vs. vinyl vs metal. Jeff: Typically, I mean, we don't have to make it too fancy. But we do put, I believe in the Ohio one, we've got the role on vinyl flooring. In the bedrooms, we do have carpeting. It's just Formica countertops. We don't need to do anything fancy and that's going to depend as well on the demographics of your clients. My Ohio property is upper middle class. It's Miami University and it's probably an upper-middle-class clientele. My Georgia property is a very low economic clientele, they would be thrilled with anything we put in there. So we just kind of resurface the Formica countertops. We did some chemical wash on the showers and the tubs and repainted everything. We do have nice laminate floors in there, except for the bedrooms. The bedrooms are the only rooms with carpeting. We just painted the cabinets. From the state that they were in, what we did just totally brightened up the property. I mean, just totally changed it. They were a mess and this isn't an old property. That's a 1999 property but there was some old indoor-outdoor carpeting in the hallways that just look just totally disgusting. That we put all vinyl laminate in the hallway and it looks great now. James: Awesome. And what about during the summer? I mean a lot of them don't stay in the unit, right? So they still pay for the summer or does it get re-rent or is it vacant or what's happening? Jeff: Again, that depends on each of our markets. And the Georgia one, I believe we are 70% for this summer, which is high. I think last year we were about 60 percent during the summer. So those that are going to summer school can stay there. But in August, we'll be back up at 98 to 100% on that property. That was a property we bought at 30% occupied and now we're over 100, we're at 100 like it's not over. We're at 100% occupancy on that one. James: And what about students which is more like, you know, four-year degree versus postgraduate degree, have you tried experimenting with that? Jeff: You know, my Ohio property, we have some studio apartments and a lot of those are rented to graduates as well as young Professor. So yeah, those are great tenants if you can get them. The graduates, they're a little more mature and you never hear anything from them so those are great on some of the properties. We do have graduates in some properties, but most of them are second-year students. Typically the schools require that the students stay on campus the first year so as freshmen, so we usually get them as sophomores. James: Got it. So coming back to the demand side of it for student housing. I'm just trying to understand but I lost my train of thought here. I mean, for example, let's say the price, in terms of rent, I mean the rent is much higher compared to the normal workforce housing. Do you think that's a benefit as well? Jeff: Yes. Yes. Absolutely. And the rent is higher than we get more benefit from the additional rent than it costs us on any additional maintenance expenses. So there is a higher cost benefit that we do get from the student housing. So that's one of the things we like. The other thing that we do like also about the student housing is it is fairly recession-resilient and you know, we all know that we're at a high point in our market right now, we don't quite know what's going on, as far as where we're going to be in the economy. And student housing, historically, has done very well during down markets and that's something also that I look at when I look at properties. How well did it do during the last recession and to see how far down it dipped. And typically you find that student housing and as well as self-storage typically do well in those markets. And so that's another reason why we like looking at those deals. James: Well, yeah, I mean the rationale is people go to school when the economy is downturn right? Jeff: That's part of it. And the other thing is parents are going to try to get their kids into college as soon as they get out of high school because if they lose them to the workforce for a year or two, it's going to be really tough getting them back in. So if a parent is going to be paying for their kid, they are going to find a way to do it. Otherwise, they may not get them in the college later on. James: Got it. So, in terms of value-add and I'm sure you are trying to make your community, in terms of student housing much better than other communities. So is there one of the value-adds that you do in your community that you think, you know, you will be able to command much higher rent and much higher occupancy? Jeff: Well, the one we haven't really done is the bed to bath parity. And as I mentioned the person that broke a 4 2 into a 2 1 that was a value-add because as I said, the students prefer not to share. If you could add another bathroom, so you've got 2-2 even if it's a small little bathroom, you know, or just a makeup area with a sink that's of great value because the students now don't like to share the bathrooms. In Ohio, I've got some 4-4s, as well as some 4-2s but they love having their own private bathroom. In Arizona is all 5-2s - five bedrooms, two baths. That's not as desirable. If I could put in some other baths, I would probably you know, make people happy but that's well expensive. That's not a real cost-effective way of doing it. But also in the Georgia property, we put Wi-Fi throughout the property. So essentially, anywhere they get on the campus or on the property they've got the Wi-Fi. So that was definitely a value-add that we put into it. James: What about other things like study rooms or the Library, the community? Jeff: We just redid our office and we did put in a workspace. James: A workspace, a business center. Jeff: Yeah a business center. Exactly. We did put in a business center where they could come in and print if they need to print documents because a lot of people, a lot of the kids have their tablets or their laptops or their phones or whatever, but they may not even have printers these days. And I guess a lot of the stuff they submit right online in a PDF to their teacher whatever but we did create the business center so they could come in and print stuff out if they need to. And also have a scanner where they can scan their documents. The other thing that we were looking at but we may leave for the next owner because we are selling this property, is a picnic area. We haven't built that yet; put a picnic area with some barbecues and that kind of stuff but that's the last phase of what we've been trying to do on this property. The main thing on this property is, the students have loved it, just fixing it up so it's much more livable. It was pretty disgusting when we got there. I mean it was a nasty place and that's why it was 30% occupied. And now, we've got the premium property in the market. James: Yeah. I mean, there you go. I mean, value-add in terms of managing it. So people love that. Jeff: And then the other thing that we did on this particular property is we got a relationship with the school. We went on campus and talk to all the coaches and told them we wanted them to send their athletes over to the property. And at first, well, the track coach went and looked at us like we were from Mars and said, "Why would I want to send my kids over there?" And then we invited him to come over and look at the property to see what we have done. And now we've got a bunch of athletes over there now after they've seen the improvements we've done. We also have participated as a sponsor with the athletic department where we give them a donation every year and we've been able to get an advertisement spot on their Jumbotron during all home basketball and football games and so we've been putting our advertisement there. That's why we're essentially 100% with waiting lists on the property. You know, we got a relationship with them, we went and communicated with the police chief and the mayor. The mayor actually came out to our open house wearing one of our t-shirts, the mayor of the city. So we got really involved with the community and it's a small market but we did get involved with that and all of that essentially added value. As I said, we've got a waiting list now, we can raise rents. The main thing that we were emphasizing throughout this two-year hold, we've only had it for a little over two years, was getting the occupancy up. That was the big thing. I wanted the occupancy up, I didn't care about raising rents. Now, we've got the occupancy now, we're going to start raising rents. Or what we're doing is we're actually selling it. So we're leaving it for the next person. The next guy could come in raise rents without having to do anything. They can come in and raise rents without having to do anything just because we've redone this entire property. James: Awesome, awesome. Very, very, very, very interesting tips on how to get engage in student housing marketing. So what about financing, who gives the financing? Is it still agency loans or is it small Banks or how's that? Jeff: Well, we'll start off with the Georgia, probably. The Georgia property we paid all cash. At 30% occupied we weren't going to be looking for a lender. Yeah, my Ohio property that was a challenge and it ended up that I went with a privately owned bank. It's not a small bank, it has 36 branches so I wouldn't call it really small but it's privately held and they loan in Kentucky and Ohio, I think. So if anybody's looking for either student housing or lending, they do those two states. They're actually a Kentucky-based lender. The Arizona one was just a regular bridge lender that funded that one and eventually, we'll go out of the bridge into an agency loan. James: So you think you can get an agency loan on student housing? Jeff: Yeah. We can get an agency loan. James: Because I know usually when I go to an agency, they usually ask, you know, how many percents are students, how many percents are corporate housing and all that so I'm not sure. Jeff: Yeah, I don't remember if it's Fannie or Freddie that will do student housing. But they do require a certain population. I think it's 15,000 student population, something like that. James: Got it. Oh, really? Okay, that's interesting. Jeff: Yeah, but I don't remember which one it was but one of them will do agency. James: Yeah, that's awesome. So, let's go back to slightly more personal questions. So do you have any proud moment in your real estate career that you're going to remember for a long time, that you think 'I really, really did something that I'm really, really proud of', do you want to share that? Jeff: Oh, I could go back to the Georgia property where I had a period that I actually was brought to tears. When we were doing that video that I was talking about that we gave to the school to put on there, our advertisement, I actually went down and did the interviewing of the students myself for that property because I have a background in video. And the stuff that our property management was taking was just horrendous. I went down there and interviewed the students and I didn't tell them who I was, they didn't know I was one of the owners or the owner. And the last question I asked them was if you had an opportunity to talk to the owner or to let the ownership know, what would you tell them? And some of the answers that I got were just tearjerkers. I mean, I had one girl that said that she was so happy with her new room that she now can actually bring her mom and show her where she lived that she was actually proud of where she was living now. And some of the other students were just saying, how much safer they felt, you know, much nicer environment. We had gotten rid of all the riffraff. We had gotten rid of a lot of people that were not students, but they were just living there and just smoking dope and we had increased the security and we had the police coming by, you know, just to keep things safe. And so just talking to these kids, they're not kids, they are 19- 20-year-old, you know, young adults, but that was one of the most rewarding moments I had. Because here they were, this is a low economic area where most of these students have very disadvantaged upbringing and we were giving them a nice clean safe place to live that they can be proud of. And they appreciate it much more so than some of the other properties where we may have upper-middle-class people in there that probably don't appreciate what you're doing as much as these guys do. So that was just an absolute, you know, great opportunity to be there with these guys. James: Yeah. It's very interesting on how we as entrepreneurs and operators change people's lives and it's just so fulfilling when you do that. And for me, It means a lot. Making the money, I mean, this story, you will always remember it. Sometimes you forget about how much money you made in that deal but you will remember how you impacted people's life, which is amazing. Jeff: Yeah, I mean, that's what I think about. I mean certainly we're all going to make money on this deal, you know, a good amount once we sell this but that feeling, you know, I'll have all the time. I mean that was great, you know hearing these guys. James: So any advice that you want to give for newbies who want to walk your path in multifamily and student housing in general; if they want to be as successful as you? Jeff: The thing is, find somebody that has walked the walk. You know, it could be a mentor, it could be a formal mentor, it could be somebody that's doing it. If you find somebody in your area or someone you meet up that is successful in whatever it is they're doing, be it multifamily, student housing, you know, senior living whatever; you find somebody else that's successful and find a way of being some kind of service to them. How you can help them out and go to them with that, hey, I would like to help you out. Do something and learn from them. That's the best way to learn anything is to be working with somebody else that's doing it. You know that would be what I would do. I did some formal mentoring in the beginning and that helped me get started. I would have loved to have been working side by side with someone with more experience. As it was, my partner and I were both about at the same level when we started but being around someone that's been there and done that is a great way to start out in this business. James: Awesome. Awesome. Hey Jeff, we almost there to the end. You want to let our audience know how to reach you? Jeff: Well, you can email me jeff@synergeticig.com or you could go to my website, which is also www.synergeticig.com You could also get a hold of me at Bigger Pockets and I'm around on the forms a little bit. James: Yeah, I remember when I was starting in real estate, I used to see you a lot on Bigger Pockets. So it's good. Jeff: I haven't been on as much lately. I need to start renewing some of that but I was on a lot in the beginning. That got me a lot. I mean it got me on my first podcast so... James: Awesome. Awesome. Well, Jeff, thanks for adding value to our listeners and audience here. I'm sure we learned a lot. I learned a lot as well, in terms of student housing and the nuances of how to add value in student housing and how to operate and at least look at the deal. And so it was very good to have you here, and that's it. Thank you very much and talk to you soon. Jeff: Thank you.
Jeff & Will talk about their past week of business decisions and the coming week they’ll spend at the Podcast Movement conference. They also remind the authors in the audience to check out the new Big Gay Author Podcast. The guys talk about the production of The Wiz they just saw as well as the current season of Pose. Together they review Lucy Lennox’s Wilde Love and Jeff reviews Dreadnought by April Daniels. Amber Smith joins Jeff to talk about her young adult novel Something Like Gravity. Amber reveals how the characters of Chris and Maia had been the main characters in different books before she decided they’d be great together in a single book. Amber also discusses how she got started writing, the trademarks of her books and the research she does to create her characters. Complete shownotes for episode 201 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript – Amber Smith This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: Welcome Amber to the podcast. It is great to have you here. Amber: Thank you so much for having me. I’ve been really looking forward to this. Jeff: So I reviewed ‘Something Like Gravity’ back in episode 195 and it was the summer book that I didn’t know I was looking for. I’d like you to start us off by telling everybody, in your own words, what this book is about. Amber Well, this book is about a lot of things, but really, at its center, it’s a story about falling in love for the first time and finding yourself in the process. It’s told between our two main characters, Chris and Maia, and both of them are going through a really difficult time in each of their lives. Chris has recently come out as transgender and he’s really trying to figure out how to navigate his life now that everything’s suddenly changing, and he’s also trying to process this really terrifying assault that he survived the year earlier. Maia is dealing with the recent death of her older sister. And so both of their lives look very different, but the one thing that they have in common that brings them together is that they’re both trying to figure out who they are going to become in the face of these life changing events that they’ve been through. Jeff: What was your inspiration behind the book? Amber: There are various threads of inspiration, but it’s funny, I actually started writing this book as two separate books. Chris was the protagonist of one and Maia was the protagonist of the other. And I do generally work on two things at the same time because, if I get stuck on one I can sort of hop over to the other thing I’m working on. I always thought of these as separate books in the beginning and Chris’s story was primarily about coming out, and being queer, and being trans, and trying to figure all of that out. And Maia’s was a story about grief. At a certain point, I think it became too hard for me to continue working on these stories because both of them were super personal. I was drawing from a lot of my own experiences with coming out as a lesbian and also, you know, dealing with the loss of loved ones myself. At a certain point, I thought, you know what can I do to kind of make this easier on myself? And I thought about giving Chris a love interest. And when I started to think about what would be the kind of person that would be really good for Chris, and would kind of balance him out, and all of those wonderful things that happen in a relationship. I immediately thought of Maia – this other character that I was writing, and that’s when I realized, oh my gosh, I think these stories were always meant to be one story. And it just took me a while to realize it. Jeff That’s amazing to me on a couple of levels. I can’t do two projects at once because it makes my head want to explode. But also there’s – just coming back to the title, ‘Something Like Gravity’ is like gravity just pulled between these two stories and brought these two together from the disparate places that you had them. Did the characters fundamentally change when you brought them together or did everything just click into place once that happened? Amber: Well, not necessarily so. I think the biggest part was that I had been working on these stories for so long. I don’t think much of my original writing made it into the final book. I think doing that writing on both of the stories prior to lining them as one, really helped me to get to know each character in that sense because, I knew each of them so well, I knew their voices, I knew their histories. It was sort of easy to bring them together, but I had to rewrite everything better. I think it was almost like telling the stories of two people I knew really well already. Jeff: Any chance that those original stories get to become prequels or something? Amber: Oh my gosh I love that idea. Something to think about. Jeff: As you noted, I see both Chris and Maia have these weighty things that they’re dealing with on both sides. What was your process to present that authentically to the readers? Amber: I always, whenever I’m starting a story, I begin with my own experience and I always sort of view writing as therapy in a way. So like Chris and Maia’s experiences start out as something very real that’s happened in my life. But then as I write them they become something else. So, I don’t know. I think I just always have in the back of my mind the roots – like emotion, or the emotional world that I lived in as kind of the parameters for this story. And so hopefully that helps to keep things feeling real and authentic. Jeff: And then you put the love story in with this. The way that you counterbalance what they’re going through with this super sweet love story. It was unique to me how that worked because for some of the story at least, they’re almost not dealing with their issues because they’re finding this in each other. How did that kind of all mix together for you? Amber: I think one of the things I’ve realized as I was writing the book, separately in the beginning, was that I was focused so much on the pain that each of these characters felt. I’ve written about trauma, and assault, and grief, in the past and it felt like I was sort of rehashing – or reopening old wounds of my own. I just thought I really need to do something different here. And it took me a while to figure out that I wanted this to be a love story because, as you know, it took me a while to kind of wrap my head around why was I writing it that way in the first place? I had this switch flipped in my mind when I started to think about the love story aspect of, you know, what I’d love to do with this book is make love be more powerful than the pain that each of them were experiencing. And so that kind of helped me to steer this story in a different direction. And then when I really started thinking about it, that love, and connection, and relationships, those are the things that really helped me heal during the hardest times in my life. And so I think it can be so easy to focus on the darkness sometimes but, when I really thought about even my own life, I realized the things that really got me out of those dark places were my connections with other people, and learning how to love myself, and falling in love for the first time. And so that became something I want to do – explore more than that other side of things. Jeff: And it’s interesting too that essentially the secondary story for both characters is their relationship with their parents. For Chris it’s his parents coming to understand that Chris has come out as trans, and for Maia they’re going through the same grief that she is, having lost their daughter. How did you approach layering that in? Because, again, you’ve balanced this out so beautifully, how it just all kind of ebbs and flows together – but there’s a lot in play here. Amber: Oh thank you. You know, I think the family dynamics with each of the characters – I will say that’s the one thing that kind of carried over when I was working on these as separate books. In my original ideas for both Chris and Maia, one of the big things that they were dealing with were these really complicated family issues that were going on. Yeah. So I think I just I always knew from the beginning I wanted part of their journeys to be trying to work out all of this messy, complicated, emotional stuff with their families and with themselves. I don’t really know how I layered it in because I think it was just always in the back of my mind that that stuff needed to be there. And I had thought of Chris and Maia’s relationship, the way that they grow and discover more about themselves, as kind of the framework of getting to the place where they were able to deal with their family stuff because they evolved too. Jeff: Did you have to do a lot of research? In your acknowledgments in the book you list out a whole bunch of people and things that you looked at to help craft all this, and so it seems like there was quite a bit that went on to create the characters, and create the situations, and then, as we kind of talked about it a little bit, getting it authentically on the page. Amber: For this book in particular I really reached out to a lot of different readers and friends, people who have gone through similar things to Chris and Maia. So I had friends, who identify as trans or non binary, read different sections of the book looking at Chris’s perspective. I even had a professor at one of the universities here in North Carolina really go through the entire manuscript with a fine tooth comb because, while in particularly looking at Chris’s side of the story because even though I kind of started with a kernel of my own experience, for Chris as a queer person. I’m not transgender, so I wanted to be very careful that I wasn’t doing anything in my narrative, and my representation, that would be in any way harmful or misrepresenting Chris as a transman. And so that was super super helpful. I found that the areas that I was really worried about in Chris’s story, were not the areas that were pinpointed by my readers as being problematic. I think that goes to show, it really was important for me to seek out those other perspectives, because the things that I thought might be issues were not what they thought were issues. So yeah, that was a really big process… getting that feedback from those other readers. Jeff: One of the things I’d mentioned in my review, what struck me about the book, is a sweet love story, two characters with trauma, and yet the book itself kind of felt like this lazy summer vacation. I think some of it is because of where it set. So it’s a small town, and you’ve got Chris and Maia essentially living on farms and separated by this field, and I could just envision hanging out on the porch, and just kind of letting the summer go by. Bike rides, and these adventures they went on – where they went to the to the adjacent town to check things out. And it really kind of held the story together – and kind of kept it in this very innocent place. Was that deliberate, or did it just happen that way, because of how it all pieced together as you were going? Amber: You know, that part of this story really was deliberate. Once I started trying to figure out how to weave Chris and Maia’s stories together, I really sat down and I did a lot of pragmatic planning and plotting, which is not something I usually do at all. I think I knew trying to combine two stories, I really had to know where I was going because it could get really confused. So one of the first things I decided was the setting and the timeframe. I decided I wanted it to take place in a rural North Carolina town, which Carson is fictional, but it’s based on a lot of the small towns on the outskirts of Charlotte where I live. I knew I wanted it to take place across the course of one summer and I did that partially because of that feel that you’re talking about. I really wanted to give Chris and Maia a space where it felt like their lives and their realities are somewhat suspended for a little bit of time, so that they could have the freedom to figure out what they’re going to do, figure out how to process what’s happened in their lives. And I always felt, growing up, summer is sort of this weird Time Warp kind of area, where things just don’t happen in the same way as the rest of the year. And so I definitely wanted to bring in that kind of like lazy feel because it feels like we have all the time in the world, but of course, we know summer only last so long. That’s also a little bit of a ticking clock I could put in there. Jeff: What do you hope readers take away from the book? Amber: I really wanted readers to be able to look at Chris and Maia’s story and find pieces of themselves in each of these characters. Even if a reader isn’t trans, or queer, or grieving, I hope that they might be able to find some commonality with Chris and Maia. And maybe that’s just the simple fact of being able to relate to falling in love for the first time, but that for people who do identify with the things that Chris and Maia are going through, maybe if the reader is trans, or non-binary, or going through a major loss, or some kind of upheaval in their lives, I would hope that they could look at Chris and Maia as a way of knowing that there are people in the world who understand what they’re going through and they’re not alone. Jeff: Let’s talk a little bit about Amber Smith’s origin story. What got you into writing and coming specifically into writing these powerful young adult books? Because this is not your first one that deals with weighty material. Amber: I sort of came to writing in a very roundabout way – as a lot of people do. So, when I was growing up, I always wrote. I always kept journals. And when I was a little bit older, like a teenager, I wrote poetry, but all of my writing was very personal and not something I would ever show anyone. It was more like therapy. Like, even when I was a little kid, I remember the little diaries. And it was like I would just write about what happened that day, just sort of like dumping everything out of my head. So I was actually much more involved in the visual arts all throughout my life. That’s what I really focused on when I was in high school. I ended up going to college for painting. I had my BFA in painting and then I went on to get my master’s in art history because I had worked in some art gallery settings as an undergrad and I was like, “You know, I think I want to be a part of this whole art world in this way, maybe not as an artist, but as someone who kind of brings art to people.” And so I did that for a long time. I was working in my role as a curator, and during that time I was doing a lot of writing for my work, but it was more writing about art history and biography-type writing. Even though I loved what I was doing in the art museum world, I really missed working on my own creative stuff and so it was then that I really looked at writing as, not just a therapeutic outlet, but it became more of my creative outlet, and that’s when I started working on my first book. That first book actually started out as very much therapeutic writing and then the longer I spent with this story, it kind of morphed into something more fictional, and I’ve I guess I was sort of hooked at that point. I realized, “Wow, you know, I can really do a lot with fiction.” And it was really healing, just like when you read a fictional book, it can be a lot easier to sometimes relate to a fictional character and have empathy for their situation, and kind of see the big picture more so than we can sometimes do for ourselves. And that’s sort of what writing became for me very early on. That’s how I got here. Jeff: That’s a good story. I like how you went from essentially one creative expression to another – from creating works of art to now creating a different work of art, if you will. Amber: ‘Something Like Gravity’ is the first book where I’ve been able to kind of bring in some of my art background. So that was really fun. Jeff: Yeah, with Maia’s photography, I could see how that could bridge that gap a little bit. Amber: Yeah. Jeff: What would you say is the trademark of an Amber Smith book? Amber: I would say the trademark is the story is going to be emotional. It’s going to deliver some difficult stuff and it’s going to be very real. So I definitely don’t like to kind of sugar coat things all that much, so it can be a little gritty. Jeff: Gritty is a good word for it actually, having now read this one. Who are some of your author influences? Amber: Oh, you know, some of the authors who really influenced me the most are the authors that I read when I was in high school. I remember YA wasn’t necessarily a thing yet when I was a younger teenager, but in my senior year of high school I remember there were several books that came out right at that time and I was a big nerd, so I volunteered at my school library, and my librarian was like my best friend, so she would give me all of the books that were coming in – for me to take home and read her first, before anybody else. I remember reading ‘Speak’ by Laurie Halse Anderson. And that book really stands out for me. It just changed my life because I think it was one of the first times I remember feeling like a book truly brought me this deep sense of comfort. I was seen and understood. I was not alone. And that really stayed with me. And then there were other books that came out right around that time, ‘The Perks of Being a Wallflower’. That was a huge book for me that I read when I was in high school. Let’s see. Sonya Sones, her debut, ‘Stop Pretending’ came out and it was written in verse. And that was also the first time I had read something like that and it really made an impact. I think back to those books I read when I was a teenager, and the ones that really affected me were those ones that were about really serious issues, and they are the ones that made me feel like I was not alone. There was hope things could get better. I guess that’s sort of where I’m coming from now as a writer. What were the stories I needed when I was a teenager? Jeff: And what’s coming up next for you? Amber: Well, I’m not entirely sure. I have a couple of things in the works. I’m pretty sure what is going to be next is going to be a middle grade book. So, going a little bit younger. So that’s really exciting. I’ve been wanting to kind of explore different genres. I think back, middle school was actually a lot more traumatic for me than high school. So it’s funny I haven’t gone there yet. Jeff: I look forward to seeing what that could be because, over time, I’ve read some really compelling middle grade books. Amber: Yeah. Things that have been coming out recently too are just amazing. Jeff: What’s the best way for everyone to keep up with you online so they can follow along with what you’re doing and when new stuff comes out? Amber: I always keep updates going on my website ambersmithauthor.com, but I’m most active on Instagram. On Instagram I’m @ambersmithauthor. I’m also on Twitter as asmithauthor and Facebook as well. So definitely keep up with me there. I love hearing from readers, and I just I get so excited when I see messages come in from you guys. Jeff: Fantastic. We’ll link up to all those places, the books we talked about, and of course, ‘Something Like Gravity’. Wish you the best of luck with that as this summer continues this year. Amber: Thank you so much.
In today's podcast Mason chats to Jeff Chilton. Jeff has been working in the medicinal mushroom industry since 1973 and is an absolute specialist in his field. Jeff is the founder of Nammex, the leading supplier of organic mushroom extracts in the world today. With over 40 years of mushroom growing experience, Jeff was one of the first people to bring mushroom extracts to the North American market. All you medicinal mushroom nerds out there make sure you catch this episode, Jeff is a deep reservoir of knowledge and insight! The gents wax lyrical over: The ins and outs of mushroom harvesting. The difference between products made from mushroom mycelium as opposed to their fruiting body. Cordyceps Cs-4. The inferior nature of grain grown medicinal mushroom products. The nature of the medicinal mushroom industry at large, and what to look out for in regards to quality and authenticity. Following your passion in business. Retaining your integrity in the mushroom industry. Polysaccharides and betaglucans. China as a superior source Who is Jeff Chilton ? Resources Q: How Can I Support The SuperFeast Podcast? A: Tell all your friends and family and share online! We’d also love it if you could subscribe and review this podcast on iTunes. Or check us out on Stitcher :)! Plus we're on Spotify and Soundcloud! Check Out The Transcript Here: Time to talk tonic herbalism people. Maybe some medicinal mushrooms and philosophy for longevity, so pour yourself a tonic and get ready to get super human, baby. Let's start the show! Mason: Hello everybody. Welcome back to the podcast. Got one that, I've been really looking forward to doing this interview. Jeff Chilton, I'll go into a little breakdown now, rather than just jumping ahead to why I'm really into his work. He's been in the mushroom industry since 1973. When it comes to mushroom cultivation, back then, he was really pioneering. Especially, a lot of the mushrooms that we have available today via cultivation in the west. Mason: He had a lot to do with the developing the manufacturing of those. Then in 1989, switched over to the manufacturing of medicinal mushroom extract, so he's OG in this medicinal mushroom world. There was no real trending back then. And I, like him, we met two years ago at a herbal symposium in Oregon. That's when I really ... super aware of him and just how he was just via just his own integrity and just educating the market. Mason: He became this internal watchdog of the industry. Just in the sense of just calling out real bad practices that are going on in the medicinal mushroom industry, and still today, and educating people, so you can spot a product on the market which is telling fibs, and really doesn't have the good stuff that we have all come to know and love about medicinal mushrooms. Mason: So NAMMEX is his company, also Real Mushrooms, and I love the fact that we can sit down as colleagues, offering medicinal mushrooms, having more at it from the Taoist perspective and Jeff just rocking gin that specialization of mushrooms and especially being such an originator of the entire industry. I really love to be able to sit down, talk with him and ask him about the history, especially he's really been shining in educating people about the difference between growing medicinal mushrooms on wood and on mycelium. And we dive into nuances of that. Mason: Basically we talk about the industry and we talk about setting up relationships in China and just how amazing it is to be able to source really incredible, the most high quality mushrooms that you're gonna be able to get in the world outside of a wild cultivated situation. Where we are talking about medicinal qualities. Getting those from China and being able to educate people about the beauty of getting them from China. We talk a little bit about that. Mason: Also what it's taken for us to develop the relationships with growers and farmers and so I think you'll find it really interesting hearing me from 2011, Jeff from 1989 really navigating the difference in our stories. As well we go into organic because Jeff has pioneered in getting the first certified organic mushroom supplement in the US which is really amazing. We go a little bit into that, I share my two cents on where I see organic is at. More so the reason why I like Jeff is because he's not like most companies that just think the be all and end all is paying for this little sticker, jumping through a couple of hurdles and getting the sticker on your product. Mason: But what we call going beyond organic. And Jeff does that with the organic certification and I share my two cents on where I'm at with that whole thing. But mostly just how much I love that he's non-stop out there educating people. Not just trying to flog a product, not just trying to grow this crazy big business. But I think that's kind of inevitably happening, it's just a nice slow growth of a business. Because it has a lot of trust and it has a lot of consistency in its messaging. And we talk a lot about that and have a lot of laughs and get a couple of stories about the history of the mushroom kingdom and those mushroom people back in the day. We talk about mushroom conferences and a bunch of other things. I think you'll really enjoy it, I hope as much as I did, here's Jeff Chilton from NAMMAX. Mason: Jeff, thanks for joining me, man. Jeff: Hey Mason, thanks a lot for having me. Mason: Absolute pleasure, so remind me where are you again in the world? Jeff: I am in British Columbia, Canada. I like on Vancouver Island out on the West Coast. You and I are actually connected by the Pacific Ocean. Mason: Vancouver Island especially, for some reason that just keeps on calling in. I keep on having friends, awesome friends and now you. You're waiting there. And I'm like "What is the pull?" Jeff: Yeah. You have gotta come. Definitely come in our summer time because otherwise you'll just be hit by all of those things you don't like, which is rain and all the rest. Mason: Well, it brings mushrooms, yeah? Jeff: It's true. Mason: When is it really on for you there? What months is it on for mushroom harvesting? Jeff: Mushroom season is really going strong in October. First couple weeks in November still happening but then things cool off too much then it slows down and there's nothing happening. We get rains in August, which really primes things then in the last couple weeks in September we could see things starting to pop up. Mason: All right, I love it. October, that sounds good to me. Let's dive in a little bit because we met maybe we were chatting it must've been two years ago. Jeff: At the American Herbalist Guild Conference in Oregon, which was just awesome. Mason: That was amazing, I mean, we were in Silverton? Is that right? Jeff: Silverton, exactly, yeah, that's where we were. Mason: But apparently not the witch one. No, I think that's on the other side. Tony was looking at Silverton but that's where all the witches were. Jeff: Oh, ah Mason: That's a different Silverton. I can't remember the name of the hotel but their grounds rolling in and the ginkgo trees, big ginkgo trees as well lining it. And then all the herbalists who came and did their herb walks were just frothing at how much they were able to go and show everyone how to forage, how to identify. Because the array of herbs there was incredible. That place is designed. Jeff: It was absolutely designed. It was a huge property and they put in all sorts of different plants, herbs and different kinds of trees. It was a beautiful venue there are a great place to have that. Even on the Saturday night when they had a band playing and everybody was dancing. I had a great time. Mason: That's so good, yeah. I imagine that place gets a lot of herbal symposiums going through it. And man, the best thing, the fig tree was kicking. Did you get up there and face on the fig then, during that symposium? That was the best part of it. Right next to the pine. Jeff: Oh my goodness, no. I hardly had a chance to get outside which is back to my place where I was staying on the grounds and then down to the venue. But I was locked into my booth most of the time and talking to people. And then in the evenings it was nice. It was a fun thing. And I know you said you had a chance to get to hear Christopher Hobbs while you were there. That had to have been really great because I always enjoy seeing Chris. I know he was really busy in fact, funny thing was Chris told me, he said "God, I'm sorry I didn't spend more time with you. I ran into an old girlfriend." Mason: Oh, right, I'm happy for him. Jeff: Me too. Mason: You're like, 100%, I can't contend with that. So '86 Hobbs wrote the book. Were you aware when his book 'Medicinal Mushrooms' came out, because when was NAMMAX first created? Jeff: I started the business in 1989. I'm trying to remember whether I knew Chris at that point in time or not, but he was part of the whole herbal industry, so to speak, and Herbalist Guild and all of that back then. I wasn't nearly as much in touch with herbalists until I started my company. Before that it was just pretty much just mushroom people and all the people that were in the mushroom world over here. There are a lot of them. Mushrooms really happening. Long before the herbal industry figured it out and got wind of it.Chris was one of the first because he was an herbalist but also was interested in fungi. So that was really cool. Mason: Yeah, I think he studied and formally became a mycologist as well. Jeff: Well, no, he was a botanist, definitely a trained botanist and a history orf botany in his family. Herbalists and things like that. And now he went on and he got a PhD in molecular genetics. Mason: Okay, he's going down that route. I like that book because he was really able to balance the mystical aspects of the mushroom herbal kingdom especially and then dive deep down into the science. It's something that only him and Steven Hardliner. Steven is the master at going down deep, molecular how a particular compound is interacting with a particular viral passade. And then blowing into full throttle Earth poetry in the next paragraph. It's a real gift. Going back to the 80s, you were running with the mushroom clique in America. Yeah, tell us the story. Jeff: The thing was in the 70s... Well, first of all in the late 60s magic mushrooms were really great interest. That was one of the things that I was really studying at university. I had this interested in mushrooms in the 60s and I reading all about a man named Gordon Wasson. Are you familiar with Gordon Wasson? Mason: Just the name and loosely, but not really. Jeff: Yeah, so Gord Wasson was a New York banker with a Russian wife. He learned about mushrooms being used deep in the mountains of Mexico by Curanderez and went down there in the 50s and spent the next five summers down there. He classified a whole bunch of different psilocybes during that period because he took a French mycologist with him. And so, five summers. But he basically opened up this whole world of Look! Still today after thousands of years there are people in the world that are still using these psychoactive mushrooms in their healing practices. Man, that was a mindblower. Jeff: So I was reading Watson and other people that were involved in that and they had published these books that were incredible books. I mean Watson went on to publish a book called 'Soma: Divine Mushroom of Immortality.' He published that in 1968. Jeff: Then somebody came along a man named John Allegro came and published a book called 'Sacred Mushroom and the Cross,' which talked about mushrooms in early Christianity. So, Mason, listen, think about it for a second. In 1968 two books are published. One says that a mushroom is at the root of Christianity. The other one says a mushroom is at the root of the Hindu religion. Jeff: And then all of a sudden from there it just... You get going forward and you find that mushrooms, you see symbols of them and you start to hear stories about them used through all sorts of different groups throughout history. Pre-history actually, because as that came out people started looking and discovering this. That was really part of my study in university because I was studying anthropology. And mycology on the side. Jeff: Going into the 70s in Olympia, Washington where I lived and worked on this big mushroom farm there was a whole core of people that were interested in mushrooms. It was an amazing group of people. Paul Stamos is one of those people. Ultimately he and I wrote the book called 'The Mushroom Cultivator' in 1983. We even had a group. We had four people, Paul and I and two other people, where we had four different mushroom conferences. These conferences were so ... You would have enjoyed it so much. We had people there that were speaking about how to identify mushrooms. I was speaking on cultivation of mushrooms, speaking on the anthropological aspect of mushrooms. We had great people there speaking. There was Andre Wyle was at our conferences. And it was just a great time had by everybody, right? You can imagine. All these mushroom people coming together. 200 people coming together for a weekend. Amazing. Mason: So good. I mean, it's different, you got this original crew, there's always something special when you've got the original crew. Jeff: Yeah. Mason: There's a medicinal mushroom symposium every year that moves around the world. It was in Colombia a couple of years ago and then in Italy. Do you know that one? Jeff: You're actually talking about the International Medicinal Mushroom -- Mason: Conference? Jeff: Society IMMS and you know what? And that was more of a scientific group that was formed much later. I know the principles of the group. It started somewhere around 1999. They're having a conference in China on the 18th of September this year. You should come. I'm gonna be over there at this conference. I know lots of other people are gonna be there as well. It's gonna be an interesting time. I'm gonna be giving a paper there, which will be fun. There will be lots of other people too. I don't know what time of year you go to China. Mason: Yeah, I go in September. I think this year we've got our staff retreat in September. I'm gonna check the dates, but otherwise I've been wanting to get along anyway. I've been trying to revolve it around going to Wudang mountain and doing some Taoist training as well. This is where I've been tossing up this year, what time to get over there. But that sounds a bit serendipitous. Jeff: Yeah, well, the conference is I believe the 18th to the 22nd of September. That's normally kind of early for us. We like to go over more in November. We go every year. November's really harvest time for a lot of mushrooms like Shiitake, Maitaki, Wood ear. A little bit later is Hericium, Lion's mane. In September it's the Reishi harvest. Mason: Yeah, Reishi harvest is normally for us in September. Where's your Lion's mane growing? Which region? Jeff: It's growing in Fujian province. Mason: Okay. Ours is a little bit earlier, in September as well. In Heilongjiang. In the northeast. Jeff: Okay, yeah, because in Fujian province it is late, late November when it's quite cold. It's back to the mountains, quite cold. Maybe up in Heilongjiang it's colder in there right? Mason: It's chilly. Jeff: (laughs) Mason: That's spoken like a true Australian. Jeff: Let's fly in and start up north there and step off. I just can't wait to get to Yunan province. Mason: (laughs) Jeff: I can't wait to get down into that tropical vibe. Although, nothing beats that crisp air. Jeff: Well that's good. I'm at that point where -- I don't know when your periods of this business growth have been -- but I've been real head down, bum up in the business. Not really been in that space of upgrading my information. Of course, I'm always reading and everything, doing all these things. I feel like that's like, you're at a point in your business where you are traveling around and you're educated. You're back at that point where you're free to go and educate and then go and educate yourself non-stop, constantly, which is really nice. I'm nearly back there. Jeff: Yeah, you know what it's like. We are so swamped right now. We've got so much demand for the product right now. We're growing and over the past two years we've hired four people, two people for lab and another person for regulatory and, can you imagine, we've got one person that's strictly regulatory affairs and deals with all the paperwork that we have to deal with. The paperwork is really monumental. We get forms from companies that are 220 questions! Mason: Companies that you're doing business with and they wanna know, looking at purity or is it you getting stocked with them that they want all those questions answered? Jeff: No, they qualify their suppliers. And so this is all about GMPs for the most part and how your product is manufactured. They want to know that everything is according to the GMP, quality, and the standard operating procedures and all the rest. Mason: I think that's where Real Mushrooms. Was it your son that created Real Mushrooms? Jeff: Real Mushrooms, yeah. Sky created Real Mushrooms in 2015 as part of NAMMAX so it's just one division of the company. He runs Real Mushrooms as well as other things because he's in training to allow me to go fishing and he can stay and do all the work. Mason: Great. NAMMAX is providing more providing bulk for people that are putting it into products and stuff? Jeff: We're a business to business. We sell the raw materials and then Real Mushrooms is retail products and mostly sold online. Maybe getting it into the stores at some point, but right now an online business. But we're business to business where we sell to companies that then put the raw materials out under their own brand. Mason: Does NAMMAX do... I'm increasingly aware because I think NAMMAX... we get a lot of people asking at SuperFeast but we don't really specialize in that B2B space. But one thing I want to talk a little bit about later is a lot of people who, like NAMMAX has bridged it and made it really accessible. Especially with you and the middlemen not having to deal straight with trying to... I'm still appreciating, it took me quite a few years but you'd know the in's and out's beyond what it's like developing relationships, critiquing, getting the authenticity on the testing. Also developing a relationship based on integrity and qualifying on that level takes so long. I feel like NAMMAX has really made it possible. Mason: I know a lot of people in Australia who are like "Ah, great, I can just go and NAMMAX can just do it all for me." Which is really great, because there's a lot of people. I like it because there's a lot of people jumping onto the bandwagon, and Australia has got this nice buffer. We don't have too much shit here, which is really good. And that's something that's nice for me to be able to say about my competitors as well. Australian community doesn't need to be as wary, I think, as the U.S. world because the U.S. is a bit...I didn't realize it's a shit fight. I know talking to you a lot back in the day, I don't think I presented that I was from SuperFeast. We were just talking about mushrooms and I was just learning a bunch off you and learning about your history. Mason: As a company when I started out it was an absolute no-brainer that we weren't gonna use fillers, that I wasn't going to be using mycelium product myself. We'll talk about that, it has its place. Of course, growing on good-quality wood. In Australia we're just small companies. I started in Mum's spare room getting products for me and Mum. Then talking to you I was like... and then reading your blogs and really falling off the back of it just like that. Wow, because you actually really inspired me after that talk going, "Well of course, I do talk about the fact that we don't use fillers and we don't grow on grains." And all these kinds of things, but it was getting to that point I didn't realize people really needed to know the in's and out's of your product and be able to ... Mason: After seeing what happened in America with how much trickery there is and the percentages of polysaccharides there is, lets' go into it a little bit now. You've been watching it and been the internal watchdog of the industry, which I really like. When did that first start cropping up? When did people start jumping on the mushroom bandwagon and fibbing about the levels of polysaccharides and active ingredients? Jeff: The interesting thing was that having been in the supplement industry since 1989, the key thing for me was that I was a mushroom grower by trade. So i spent ten years as a commercial mushroom grower on a very big, big farm. Not a hobbyist growing in my basement or a closet or something like this. A commercial mushroom grower, large farm. Millions of pounds of mushrooms every year. So I knew how it all worked, I knew the economics of it all. I realized back in the late 90s, for example. Or even the early 90s that you couldn't actually produce mushrooms in North America and turn them into a supplement, because it's a dry powder it's not a fresh product. Once you dry that thing out it's 90% water you gonna get ten times as much money for that pound of mushrooms. It doesn't work in the supplement world. Jeff: That's where going to China and I went to farms, I went to factories, I went to research institutes, I went to conferences. The 90s was just amazing to see what was going on. I went north to south, east to west. Yunan province all the way up to Jilin province. It was all over China seeing this industry and seeing the research. One of the things, you talked a bit earlier about quality how do you know. Here I am visiting these companies going to all of these conferences. I'm having people coming up to me all the time saying, "Will you buy my product? Here it is." And they just show me a brown powder and I'm just like, it's a brown powder, I don't know what it is! How can I really know what that is. And then getting to know companies and people that were genuine and you could go to their factories and see what they were doing. Especially if they were only producing mushroom products and then building the relationships to that. Jeff: Then I turned around and back in the United States here are these companies that come along and they start to produce mycelium on sterile grain. The worst part about it is they sell it as a mushroom. Mason: Some people might not know what, so, we're talking about the fact, which you alluded to, which I completely agree with, that the only way to make a viable super high-quality product that's a powder is doing it in China. Based on the fact that, say you have 10 or 20 kilos worth of raw product that's gonna then give you a kilo of the powdered product in the end, it's not viable in the U.S. so to make it viable in the U.S., the way it generally works is that it's grown on a grain substrate, like rice, brown rice, oats, this kind of thing. Jeff: Yeah, and the thing is, what people need to understand is that a mushroom is just one part of this fungal organism. So the other parts would be a spore, the spore germinates in to a fine filament, those filaments come together, they create mycelium, which is the actual body of the fungus. Which normally if you're out there hunting mushrooms you never see that because it's in the ground or it's in the wood. So most people are unaware of that. But that mycelial network amasses nutrients. When the conditions are right it produces the mushroom. That's what we see because up it comes and it's like "Wow, look at that thing there!" And then that matures, it produces spores, and then we have a complete life cycle. Jeff: The interesting part, Mason, is that growing mycelium, which is the vegetative part of this organism, on sterile grain as a mushroom grower, what that is and what that was developed as mushroom spawn. Which is like the seed that is used to grow mushrooms. Because mushrooms don't have seeds they have spores. You don't plant spores when you grow mushrooms, you plant live mycelium. The mushroom growing world, what they developed is "Okay, we'll take that live mycelium and we'll put it onto some kind of a carrier. Then that carrier we can spread into our compost or whatever it was that they're growing their mushrooms in. If you take a gallon of grain, you've got maybe thousands of grains in there you coat that with mycelium, and then you take those thousands of grains and you can mix them into a big pile of straw or compost or something. Each one of those mycelium grows off of and it grows into this thing. So that myceliated grain actually was developed in the 1930s as mushroom spawn or essentially seed to grow mushroom. Jeff: It's an easy process, it's done in a lab and people in the United States, we can't grow mushrooms. Why don't we just take that process, we'll grow out the mycelium. Mycelium in and of itself it's got beneficial properties because it is a fungal hyphae that has beta glucans in its cell walls. If you grow it in a certain way like in liquid or something it can produce certain medicinal compounds. But when you grow it on grain and then you don't separate it out from the grain at the end of the process you end up with mostly grain powder. That's what companies started to do. They started to grow the mycelium on grain. At the end of the process they would dry it -- just like you're drying a mushroom, but -- they'd dry it, they would grind it to a powder. No mushroom there at all. No mushroom, it's just myceliated grain, and it's mostly the grain powder. Finally, the worst part about it is then they call it mushroom when they sell it. Mason: I definitely know I've been surprised, because my first trip to the States I went and bought all the different brands. I was floored by some of the grainy non-mushroom powder that I was buying. That was like white powder, it's in your face. Jeff: Yeah, white powder and you taste it and you're like, "How's it supposed to taste like mushroom? It tastes kind of like flour." Mason: Yeah, it's like flour, sawdust. So are there companies doing a mycelial growth that are more on the ethical spectrum, that they're not doing a full grain wash and that they're growing on a particular grain that they're able to separate out a lot of the mycelium? I know that a lot of the mycelium is embodied grain. That's just a reality that you're not gonna be able to get rid of. But I'm trying to play that... is that possible in your experience? Jeff: In China they grow mycelium in large tanks of liquid. Mason: Like Cs-4 Cordycep, yeah. Jeff: Yeah, Cs-4 Cordyceps. They've been doing that for 50 years. But the thing is that it takes a lot of money to put in a big facility that can grow and these tanks are huge and you have to have a steam generator. It's a big investment but to actually grow out the mycelium on sterilized grain does not take a lot of money, it doesn't take a lot of expertise. It's a very simple process. Anybody can do it. In my book that I published in 1983, it tells you how to manufacture mycelium on grain at home in your kitchen. It's not difficult so it's very easy and ultimately, the stuff is so cheap to produce. And these people are selling it as mushroom and making a fortune doing it. It's really immoral in my opinion, and unethical. And especially if you're calling it mushroom. Mason: I think because we sometimes maybe look at the market and what we subconsciously are looking for when we want a mushroom and most of the studies have been on if you're like... Most of the time we're looking for a fruiting body. That's the mushroom. It's the unspoken that we know that we're talking about is the fruiting body there? And I guess there are some companies that have been quite averse or trying to sign typically validate the mycelium. When I was first kicking around all this there were people going "Look, just have it all. Have the fruiting body, have the mycelium, have all these..." and I very quickly, before I had a company was like "Mmm, no." I'm not in this to justify a particular aspect of the market or go for ease. I'm in it personally, and especially in the beginning, being a dreadful romantic, trying to connect to a herbal system, particularly Taoist tonic herbalism for me. Jeff: Exactly. The people who grow those products and they say "Oh, we want to have all parts of this. We want to have the spore, we want to have the mushroom, we want to have the mycelium." It's like they say "It's full spectrum." Well, the problem is that they leave out the fact that (A) there is no mushroom in it, and (B) the grain! How can it be a full spectrum product if they've got all of this grain in the product? That's what they don't like to talk about. They don't like to talk about the fact that it's mostly grain and all of this other stuff about "Oh, you know, the fruit body's in there and the spore's in there." Absolutely not. It's really a lot of smoke and mirrors. Jeff: That's what's so hard to take is that when there are people out there actually espousing that and claiming that they've got a full spectrum product when in fact it doesn't take much in the way of analysis to prove what they do and they don't have. We've run analysis and what's really interesting is if you analyze it, for example, with a proximate analysis, which is proteins, carbohydrates, fats, ash, minerals. Those products line up perfectly with the grain they're grown on. Mason: Are there exceptions to that? Jeff: No. All of these products and there, it's the myceliated grain products. If it's grown on brown rice it lines up with brown rice. If it's grown on oats it lines up with oats. Literally the two lines run together. The way I like to think about it too is I talk to people and I tell them what they're growing is tempeh. And they say what tempeh is, it is cooked soybeans with fungal mycelium grown on it. If you look at that tempeh and it's all white that's the mycelium but if you look at tempeh and you cut it open you can see it's mostly the soybeans. And if you were to dry it out, look, Mason, mycelium is 90% water. Just like a mushroom. The soybeans are 50% water. When you dry that tempeh out the mycelium just goes "Fffft!" Just tell me, where's the mycelium? And you've got all of these dried soybeans and you're like, well, it's mostly dried soybeans, that product. Mason: I'm sure you get it a lot as well. Yours, there's obviously a few brands in the U.S. becoming more aware of the others. I didn't go looking for them but as you move into a market. SuperFeast, I spoke to you about it the other day. We've got so many people ... like [inaudible 00:29:50] story. I've realized in business a lot of the time it's like, same with you, I like the people. I like the unique stories. People are like "Bring SuperFeast over, there's no one doing that like what you're doing over there!" I like, yeah. Jeff: (laughs) Mason: And it's the same. When you're upfront about the nuances although there's a lot of companies doing medicinal mushrooms like yourself and Taoist herbs like us, medicinal mushrooms. There's nuances there and the sourcing and there's nuances in the story. What I like is, which is going to get to the polysaccharide claim, and the full spectrum claim for the people growing the mycelium. Because people are in an egoic, competitive make money mentality a lot of the time. They think they have to be everything to everyone. Versus just being very upfront. I'm always quite upfront, I don't really look at that. I don't try and standardize color or anything in any way. I don't try and standardize the constituents. I don't even sell on the percentages of constituents. I don't focus on it. I'll move more in that direction because more and more people want to be satiated. I can say yes, we test for percentages of the active ingredients to ensure that they're in alignment with the Chinese cornucopia and ensure that they're actually active. And all that kind of stuff. Mason: But going over into the States now and hearing about all these other brands and I'm with you whenever it's growing on grain I can't get behind it. Not to be disrespectful, and I'm always trying to be really amicable in my talks. There's a place for it, but less and less can I find that place. Jeff: And I understand what you're saying too because if a person is genuine. For example the herbalists, who are at an American Herbal AHG conference. These are people that want to provide good products, they want to provide a body of knowledge to help people. That's who you wanna be, that's who I wanna be. I'm not in this to make a lot of money. I'm not in this to build some big company and go Oh, gee, isn't this great? Because I'm selling $20 million a year of this or that. That does not excite me at all. That has no meaning for me. What has meaning for me is that I'm producing a quality product that I've been working on for years and I can tell you the product is what I say it is and I want it to help you. I want you to be able to take this product and feel confidence that you're getting what the Chinese have used in traditional Chinese medicine for thousands of years. That's what I want. Jeff: I don't want to sell you something that is not what it really is and is a placebo and expect you to buy the product from me and I walk away going "I'm managing this great at my company. I'm making so much money and it's wonderful." No, I'm sorry, that's not me. I'm not interested. Those people turn me off. It's like the difference between being in a group of people that really understand mushrooms or herbs and being in a group of people that are just talking business and numbers and all that kind of stuff. And I don't give a shit about that. Mason: Yeah. I think it's interesting. Watching your business I can see in the beginning it probably would've started out that everyone knew Jeff and knew your level of integrity and how you just wanted a good product. In that little circle it was like 'Great, we'll just go and get Jeff's product.' Then as you grow I think what you've done really well ... just to put it as an example of why I'm bringing this up, we're getting to this point where we're growing as a company where it's beyond Mason at the markets and everyone knows that Mason has the badass tonic herbs. Or people are coming along to the talks and all the health clique. We've started emerging. Mason: I think you would've gone through this years ago when you emerged beyond the health clique. And it's very dramatically people aren't associating directly with you or the founder, it's the company. They don't even know or care who the founder is and therefore you need to have these things in place. We're getting to the point where everyone who's a SuperFeast customer is just like, "Yeah, we don't even care about organic, we know what you guys are doing," and we're going on that old philosophy and we're documenting that and there's all those other checks in place like independent testing for pesticides and metals and all that in place and available. Mason: But it's getting to that point now where the people on the very outside... I still don't know if we're really gonna shift because I still personally don't care and I don't change my company for perception's sake. But you can see Wow, that organic would be really, really useful for those people on the outside. Or the testing to know what percentage of what's going on inside and being able to present that. I think we'll move in that direction. I think you've done that really well and really maintained the trust in the brand of course, and in yourself. But maintaining you there as the one that's rolling this along and not then just relying, you know, the organic certification or the percentages. Mason: I think that's what I find really commendable, because most people then they rest on their laurels. Once they change over into, not standardizing but testing for minimum constituents like beta-glucans or organic. they then rest on that. Whereas that means nothing to me at all. Being able to talk to you I'm like, Yeah, because organic, I don't know what your take on that. I know there's some terrible organic products out there. Just the fact that we know we can go organic there's five different companies we can go to, so you just go and find the company that suits you. We can go with the company that's the hardest to jump through. Mason: I won't go into the details of what's going on, why we're probably not going to go in that direction. For us there's so many little micro-farms that we're being nimble with whom we're working with. When we're beyond mushrooms we've got a lot of other herbs going on. We need to cut that farm out if they need to move on and do something else and we'll go and we've got that team to go around and constantly go and find these people. So every time we want to nimbly adapt and go down a different direction when someone's doing a little more traditionally than the other person, all right, get the organic certify up. Or lie, which is what I think a lot of people are doing. They get the organic certification, then when they change up those little farmers, because we're dealing with independent farmers as well, not a company that can provide the organic certification. I don't know why I went on that rant. So that's why we're not going on down that route. Mason: It's something I see. I know there's a bunch of companies who are coming to NAMMAX, which I think is just been so good for the Australian industry. For people to know that they're very quickly going to be introducing a really good quality. You can tick off the organic but I hate it when it's just organic that they are going for and not just an incredible product with a story behind it as well. So I really commend you for offering that out. Jeff: I've always really believed in chemical-free food. Organic is more than just chemical-free it's how it's grown. When you're growing out of soil it's building the soil and not just depleting it. For me organics is a holistic way of looking at things. I've always considered that to be very important and I support that type of agriculture no matter what it is. A lot of these companies that are producing myceliated grain, they're organically certified! Jeff: It doesn't necessarily mean that it's going to be a great product. These companies have what I call all sorts of merit badges. 'We're big and we're organic, we're kosher, we're this, we're that,' which ultimately means nothing at all. There's a lot more to it than just that. The one thing I really like about what you're doing too is that you're introducing the philosophy of it and that's something that you really believe in. That to me is important and that's what people look at. They look at who's behind the company and what that person has to say, is that person ethical, righteous, person or not. You're not up there as a smooth talking business salesman or anything like that, right? Mason: You should see me try and sell something I don't like. I'm a bumbling mess. I think I told you that back in the markets people used to say god-made...you could sell ice to the Eskimos. But I'm terrible if I'm not talking about herbs or philosophy behind it. Jeff: That's because you're doing something you believe in. That's where everybody should be. Not everybody has that opportunity, but if you can have that opportunity. I was lucky enough that I followed my passion and I didn't do that because I wanted to be rich. I did it because I loved it. I always say to people, if you really like to do something, whatever it is, just do it. Follow your passion. Maybe you're going to be poor for a long time. Make something that you feel good about. Mason: Honestly, and I really mean it not just because you're on the podcast talking it up or trying to flatter you. But when I met you, you had a happy disposition to be in business that long. In the beginning I was trying to escape the business side of things. Quite scared about having a business and not coming out the other end alive. You have a sunny disposition and you still have control of your company and the standards and you're still educating about the same thing that you're educating, of course it's evolved, but you were educating about beforehand. And there's something that I've learned a bit about in that. There's something humbling and nice about not being in that pursuit for aggressive growth while still growing at a nice, sustainable rate. But staying true to what you were doing in the first place. I educate about basics of herbalism and medicinal mushrooms in the beginning and then I'll move on and doing other things. The more I go along the more I want to settle back into doing what I did all along. Mason: I've got a weird thing about going back to the organic, I'll almost shy away from something if it's organic because I see it as a marketing ploy a lot of the time. And I think it is a lot of the time. With little things. When growing Lion's mane there's a lot of people who will use organic fungicide because they don't pick when they're watering out to the Lion's mane. I like to use this example because we don't have a plastic covering, it's just a straw and a hut to keep it nice and dark and it gets watered. That's the only part that gets watered. And one of the things I talked about in the beginning with Lion's mane, I just heard about it through the grapevine, that fungicide is needed if you're watering straw a lot of the time in order to, all right, we know why fungus grows. But found someone who wasn't doing that and found people who were doing organic Lion's mane who were using organic fungicide on the huts. Little things like that they get me so dejected about the marketing ploy behind it. But I think you're the one organic product that I would be over the moon to use. Mason: And the other example is Ron Teeguarden. I think we talked about him. He was such a rogue in the industry herbally. You were telling me about the acupuncture when he was offering acupuncture because he's a barefoot herbalist and all the acupuncture's guilds are like "Screw you, you need to be regulated." And he's like "Hey." Jeff: I know, it might've been somebody when you were in LA but it wasn't me. I don't know Ron that well. He's been around a long time. He's done his own thing, he's not out at the shows or anything like that. He's very well-known and in a sense he's been the herbalist to the stars. He's in Los Angeles, right? A lot of people in Los Angeles that are into herbal medicine and living properly in term of what they eat and things like that. They would go to Ron and Ron has one of the very first herb bars where you can walk in and have this type of a drink or that type of a drink. He was really in it very early and doing stuff that nobody else was. He was an outlier in that sense. I don't think he really needed to go into the industry proper. He's done a little more now that before. He didn't have to. Mason: He, on the level of sourcing philosophy. I bumped into him years ago. I was at that place where I was starting to grow, people are asking why I'm getting my herbs from China and people asking me if I'm organic and all these kinds of things. I want to keep on doubling down on my philosophy, what I'm doing here. One thing that I drew from yourself as well and then be proactive and educating the market. Not in pushing your own product, just generally being happy about the market being educated as well. And Ron was like...In fact I talked with him for about five minutes. More or less he was like "Listen, if you have that spark," I remember, "do not deviate from that sourcing philosophy." And it really stuck with me and from that day I did. I doubled down and I was not going to try and... I'm going to continue to not worry about what's going on and just do me. It's a lot of fun. I was at Dragon Herbs Tonic Bar about three weeks ago. I frequent the Hollywood one when I'm in L.A. Mason: Before we go too far off the mycelium grown, one of the things you've really educated, not only the market, but businesses in the market around medicinal mushrooms in the market, is how to identify a true polysaccharide read on medicinal mushrooms. Rather than people including 60% polysaccharides or even 30%, yet when you go down into the class of beta-glucan it's actually been tested you've been hoodwinked and they've gone dry from age or whatever. Can you talk a little bit about that? Jeff: This is something in the herbal industry too that you learn right away, and I learned it back in the 90s, was that so many herbal extracts, when you make the extract they oftentimes need some kind of a stabilizer. Otherwise they can get gummy, they can jut come together if it's a powder. Putting a carrier with a lot of extracts was pretty common. What happened was sometimes companies would cheat a little bit. The next thing you know instead of 10% carrier it was 50% carrier or 80% carrier. And they're not revealing that to anybody. You think you're getting an herbal extract, not just mushroom extract, an herbal extract and it ends up being mostly maltodextrin or dextrose or something like that, and they're not telling you, then it is really deceptive. So there's a lot of companies that were doing that in the industry. Jeff: As I went along, the whole time that I'm working with people in China I'm like, "Look, I want extracts where we aren't using any carriers. It has to be made in a certain way," because I'm looking for the pure essence. In traditional Chinese medicine they take the herbs and they throw it in a pot and they boil it up and pour it out and "Here, drink this!" There's no carriers in there. Mason: That's right, not sliding agents. Jeff: That's right. If you have to put something in a capsule you've got 150 milligrams of different types of fillers and binders and flow agents. Putting it into a pouch is so nice because then you don't have to put those things in with it. It's just the pure herb. Early on in the 90s everybody's testing for polysaccharides and nobody's testing for beta-glucans. And beta-glucan is a polysaccharide. Unfortunately all these carriers are polysaccharides too. A lot of people can hide that from you that you've got carriers on their product. No, no, we don't use carriers, it's 100% mushrooms, stuff like that. That's where with any kind of supplier you have to build up a level of trust. Like I say, they show you a brown powder and say. "Here's our product, it's shiitake mushroom extract. Isn't it great?" You can test it. Jeff: This is the thing, Mason, it's not like you can take a mushroom product other than a reishi extract, consume it, and then a few hours later or a day later go, "Wow, yeah! Did I ever get a kick out of that!" No, it doesn't work that way. You can organoleptically, I can taste the shiitake extract and I can tell you yeah, that's definitely essence of shiitake. Or with reishi it's so bitter I can taste all those bitter notes in that reishi extract, that is an awesome extract. Jeff: I used to give a reishi extract to a friend of mine who was a deep herbalist making his own liquid extracts and a big business ultimately. He'd taste some of my extracts in the beginning and he'd go, "Not bad, but it tastes a little bit burnt." And I'm like, "Oh shit." When it was dried it was maybe in the oven a little longer, and he could pick up on it. I thought that tastes pretty good. That was in the early days when I didn't know any better. I thought it's great and high triterpenes and all this. He'd go "Yeah, it tastes a little bit burnt." Those kind of things teach you a little bit about, okay, how's it made. Let me tell you, in the 90s the facilities that were making herbal extracts were nasty. They were old facilities Mason: Not too much GMP regulation back in those days. Jeff: It wasn't like stainless steel everywhere, no. Everywhere was dark from all the herbs they'd been cooking for who knows how many years. Now all that's been torn down and you see nothing but brand new factories in China. Everything is stainless steel and it's beautiful and there's none of that anymore. But back then, actually, it wasn't until we got the megazyme test and I started using that. And that was in 2012 or 2013. Up until that point I thought, well, the polysaccharide number was high, that's great. Then we starting testing the products and that's where we really pulled back the curtain. My main supplier, awesome! The test results we got from that. Beta-glucan and alpha-glucan and the alpha-glucan, that was where any of the carriers were revealed. Jeff: And then another company that was supplying me with some products, only a few, not many, fortunately. And was swearing up and down they never used any carrier. Jesus, their alpha-glucan level was way up there. I was shocked and really upset because I thought their product was good because occasionally I'd test it for polysaccharides it was 50-60% and I was thinking, great product. I could taste it, it tasted okay. Nothing but mushrooms they were producing. But here they were. They were putting them on a carrier and telling me they weren't. That's the kind of thing that you face when you're over there. Jeff: How do you qualify these products? You can go to the factory. They can show you around, you can look at all the mushrooms in their warehouse, you can look at them cooking these things up, the final products. They don't show you the bags and bags of maltodextrin that are hidden back in the warehouse somewhere that they're using as a carrier for the liquid extract. That literally pulled back the curtain and I went and confronted that with them. They claim no. Finally they actually admitted it and I'm like, okay, see you later. I'm not buying another product from you because you lied to me. Fortunately it was a secondary supplier. They weren't my main supplier at all, but I needed a secondary supplier. I visited them and it was all mushrooms that they were doing and they were in the heart of mushroom country and it was nothing but mushroom. Yet they had all these carriers in there. I was really upset not only with them but with myself because I got taken in by it too. And that's what you have to do. Jeff: Look, Mason, have you ever been at Ali Baba and looked at all the mushroom products being sold? Mason: It's always funny, and as you know, everyone's jumping onto the bandwagon right now. You can see people trawling through Ali Baba going "Oh, just tell me which one is awesome." I haven't been in there in a long time. I got curious, to be honest. I think we were in the office having afternoon drinks and seeing what was on Ali Baba. It is insane. Jeff: It's totally insane. So many companies selling mushroom extracts. Sometimes they're selling at prices where you're like, "No, wait a minute, you can't sell me that extract for $20 for a 10:1 extract. That's impossible. You load it up with starch, that's quite possible, right? That's where analysis, for me, has been very helpful. Especially the beta-glucan analysis because that gives me that alpha-glucan which is the whole carrier. That's what unmasked all of those myceliated grain products. There's definitely a place for analysis. There's also a place for getting to know the grower. I don't believe in organic pesticides. I don't give a shit. Don't use whatever it is, you have to grow this. I know it's more difficult but you have to grow this without sprays and all that. Jeff: The thing about China is that when you're traveling through China and I've been back in the mountains in all these different places and you go back and you look down and this little valley and here's this beautiful rice fields down there and you're going "Oh, isn't it great, back here. Everything's idyllic." And then you see somebody walking through the rice field and they've got a backpack sprayer. And they're going along spraying chemicals on this rice crop. I'm like, "Ugh, shit. Really? Do you have to do that?" And I think to myself, even the smallest growers out there are using some chemicals. That's where I'm like... And I want to be sure. And that's where we test and test to make sure that everything is staying on track because these things can slip in. Somebody can cheat. You have to ride herd on the whole thing. Otherwise it can slip right through your fingers. Jeff: That's been good for me in the sense of having an organic product that has meant that we put these constraints on the people that we work with. We say look if your product shows one of these things in there I'm sorry we're not selling it. If you and if you shipped it over to us and we find it in there after you've done the testing that's all good and we find it in there it goes the landfill I'm sorry, we can't sell it. That has been a really good quality, that's how we keep that quality up. In that sense I kind of believe in it all and think it's important. It helps us keep the product a little bit more real. Mason: As you say said there's all these things that can go by... even though it is organic, you can get organic pesticides and all this kind of stuff. I have taken your product and of course I really love it. You know that you're going to go that extra mile with it. It's a trip around it, there's a stigma around China is isn't that whole thing polluted? Jeff: Well, that's the other side of it right now, Mason. People are so afraid of anything coming out of China that this gives them a little bit more confidence in it. They can say what they want about organic and all but we've got pesticide tests that can demonstrate what it is and of course the always have to do heavy metals and micros and all of that. Mason: Alpha-toxins Jeff: For us, especially as a raw material supplier to companies large and small we have to be able to give them confidence because you know they're selling a Chinese product that they buy from us and lot of people are just like you know when it comes to China it's like no no no no it's like not going to do it so I have to talk to a lot of people. And I say, well, hey look. There's products in the United States that are absolutely full of chemicals. So it doesn't matter where it's grown. It matters where it's grown but it's not this country or that country. You can grow good, clean products anywhere in the world if you're doing it properly. Mason: It's so good. Of course people are realizing that the ultimate Chinese herbs and medicinal mushrooms are going to be coming out of China. I really like how it's still dominating and making it really easy for people to get One thing that's organic and Two very quickly have all those things to provide so enough people are going to be able to go, Oh, okay, so it's from China and we can trust it. That's something that makes it really easy, because people are going to jump on the mushroom bandwagon. We found it as well, a similar thing. People want to come, they're like okay, tell us about Chins. Okay, tested three times for pesticides before it comes to market, each batch. Plus here in Australia the TGA facility and heavy metals and alpha-toxins and microbes. At some point people go "Hmm, shit, okay." And testing of the water. And when we can going and doing radiation testing in the areas. And then going live and seeing pictures of you at your reishi farm is magic. Mason: When I was going live around China going, you know we're still going up while we're outside the mountains going to the fields where the eucommia bark trees were grown or up in Yunnan. Just drove five hours in the middle of nowhere to get to the poria farm, where there's wild pine and people are going "Holy shit! Look at that land! The land of the dragon. It's calling me. It's real." All of a sudden popping that thing that first of all, yes, you just need to be vigilant, that's absolutely number one. I've only changed suppliers once. In the beginning I found someone I had really enjoyed their product. And then what I've decided was one of my areas in going forth is I need someone that could absolutely school me. If I'm requesting things and they weren't able to "bang" school me on that immediately, then I'm not going to be able to do business. Mason: And it got to this point where I was confirming no municipal water. Only springs, only well water. Only creek water in the area. Nothing from the tap every touching the crops. At one point "Okay, sometimes that's a bit hard." I was like "All right, I'm gonna change now." That's when I started going down that route and ended up... developing relationships, developing a friendship first, understanding the intent behind the philosophy behind the business, understanding who owns the business that you're going to be dealing with and what their motives are and what their history is. These are the things where people don't realize what goes into it. People go "Can you tell me your supplier?" And you're like Jeff: (laughs) Mason: At this point it's not about me being scared about you having access to that supplier but so much has gone into this relationship. It's not just about finding someone and sourcing off them. Although, it's nice and easy to do that. If I was beginning right now I'd love to be buying just from suppliers on NAMMAX because it's cool. All the certificates, all the independents, and then all the years of vetting and tweaking that leads to this point where trust is inevitable and you become even more switched on to what to look for if anything ever comes up. If anything slips or changes you know the questions to ask and where the slip in quality could possibly be. And large ways you know how to put things in place that would stop that from ever happening to begin with. It's an interesting industry. Jeff: We go there every year and we'll do an audit. We'll visit farms, the factory we'll be sure we confer with our partners to make sure everything is good. This year we're at the point where we're hiring someone to be on the ground in China that will do a lot of checking and stuff for us on a regular basis. More regular than us going over there once a year. It's gotten to a point where we really need that coverage of somebody right there that we can say "Can you go out to this farm or this factory?" Also, communications because sometimes communications... although some of our partners speak English but some of them not so well and then they have to use a go-between and that's not always the best. So we're gonna have somebody now that's right there in China and can do that for us. Can you imagine going to China and traveling around without having somebody with you to help you through the liaise and talk? Mason: I have the best intentions of getting my Mandarin up to scratch and as soon as I'm out of it, it all slips out of my head. I haven't fully entered into that poetic language realm. The language is sticking. Can you speak Chinese? Jeff: No, I speak Spanish, but Sky's learning Chinese. He has three classes a week, an hour each class with a Chinese speaker he does it over Zoom or something like that. He's very diligent about it. We get over there. He's speaking with them in Chinese and they love it. He's learning more, but unless you actually go and live somewhere for a while it's always tough. I've been thinking about it. You go over and spend two weeks, three weeks, whatever, then you leave. That's nothing in terms of really getting in and learning a language. That's swimming on the surface. Mason: I gotta get onto it because I'm gonna do some Taoist training there. Jeff: Yeah, that'd be really cool. You're young enough that you still can do that. I'm way beyond doing anything like that. Mason: Come on, they'd love you up in the temple. Jeff: Not only that, where I love to be is in Patagonia Mason: Dude, that's the other place my heart lies, down in Patagonia. I want to become an old Argentinian man. I want to become a cowboy. Jeff: Exactly, I know where we can get some horses, Mason, so let me know. Mason: All right, that's it. That's on. China this year, maybe Patagonia next year. Jeff: Yeah, two years ago Andrea and I went out and spent the day with, we had a gaucho that took us out. We went all over this one area. It was a hot day too. We were on horseback the whole time, cruising through, very slow. Slow living at its best, right? Mason: Yeah, that's it. Drinking, eating a lot of meat, drinking a lot of yerba mate. Jeff: Yeah, when you're on a horse you're not going to go very fast. You're going to cruise along. It's life in the slow lane. Mason: I love it. So before we finish up is there anything that is coming up now that's exciting you about educating people about this market and about this industry with medicinal mushrooms? Jeff: People really still need a lot of education with mushroom. Part of what I do too which I really like is I talk about the nutritional value of mushrooms. My thing too is eat mushrooms. I think mushrooms may be the missing link in terms of food. A lot of people are like, fungus, never eat it, right? And I'm like, "Dude, you've gotta get on and eat mushrooms, it's a fabulous food. They've got great benefits, you get medicinal benefits as well as nutritional benefits." That's the key for me, I'm pushing that really hard when I talk to people, saying "No, it's a fabulous food." And in China they have this whole thing of food is medicine. Jeff: That's in Ancient Greece too. Food as your medicine. Everything that you take into your body should be something that is beneficial. And medicine as a very loose way in terms of it's feeding you and keeping you healthy. And that's what we should all be thinking about. What we consume is keeping us healthy and we should look at our food as that. That's providing me with all of these benefits. I say if you want a supplement, you feel you need more, that's great. You can supplement. But definitely use mushrooms for food. That's a big category for me. Jeff: As a mushroom grower, can you imagine? I'm working on an agaricus farm. For ten years every day I'm going in I'm going through the rooms and each room ultimately is producing 20,000 pounds of mushrooms. There's mushrooms everywhere around me growing and I'm stoked. I love this. I've got mushrooms that I'm eating all the time. I've even got small beds of mushrooms that I bring stuff home and I'm growing them in my house because it's so interesting to me. The farm I was on it wasn't just an agaricus, we had a scientist that was growing shiitake and maikitake and oyster mushrooms. Back in the 70s when those weren't even on the markets anywhere. And I had access to these mushrooms. Besides the wild mushrooms that we were navigating. I'm like, make them part of your diet because it's a wonderful food. Jeff: That's my message to people is this is a forgotten food, bring it home. Mason: I love it so much. Thanks for reaching out, I really appreciate you reaching out and having you on here. It's not only do I admire you as a person, admire what you've done and your business. I spoke to you a little bit about it. I like talking to the other people who are perceived competitors. There's so much room in this market and everyone's doing their own thing and has their own story. This whole red ocean we have to fight over a scrap of people who are going to be buying mushrooms and not focusing on educating together is absolutely ridiculous. It's always awesome to meet people who trail-blazed that attitude in the industry. Calling out people that are bullshitting and then coming together and educating together and getting the world healthy together in our little way. There's something really nice about that that makes it possible to be in business for so much time, for so long, see so much shit yet still have such a positive attitude about it. Jeff: That's absolutely right. I really love what you're doing too and I love the whole Taoist part of what you're taking to people and bringing to people. That philosophy is really awesome. That's what brings something really unique. When I hear you talking about mushrooms up around, what's the lake up there in the mountains? Mason: Mumbai Jeff: Yeah, that was so cool and you're hanging out there, talking about the mushrooms really excited about it all. That is really special. I love your energy, Mason, I'm really happy that we've been able to get together and have these meet-ups, speak and let's carry it on, let's keep doing it and stay in touch for sure. Mason: Absolutely. We'll get some videos in another podcast together, 100%. I'll go check out these dates, see if I can swing a Jeff: I'll send you the info on it so that you can check it out. If you can come you'll have a ball because there's gonna be lots of mushroom peop
Jeff & Will talk about their upcoming trip to New York City for the Romance Writers of America national conference and reveal the news that they will be among the presenters at the RITA Awards ceremony on Friday, July 26. Will reviews The Masterpiece by Bonnie Dee while Jeff reviews a book Bonnie co-wrote with Summer Devon called The Nobleman and the Spy. Jeff interviews Michael Vance Gurley about his new YA steampunk novel Absolute Heart (Infernal Instruments of the Dragon #1). Michael discusses the inspiration behind the story, what he did to build the world it takes place in and what he hopes for the trilogy. He also talks about what's coming up next for him. Complete shownotes for episode 198 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript - Michael Vance Gurley This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: Welcome Michael to the podcast, or back to the podcast I should say. Michael: I'm super excited. Thanks for having me Jeff. Jeff: Yeah. We were talking before I hit the record button that we last had you on in Episode 42 and now we are at 198, it's kind of crazy. So like you did the first time we had you on, you've come up with a book that I didn't even know I needed to read when I first got to read it. So you've got this YA book called 'Absolute Heart'. It's the first book in the 'Infernal Instruments of the Dragon' series. Tell everybody what this is about, both the book and the series behind it. Michael: 'Absolute Heart' is above all else a steampunk book. It's an adventure set in a world where clockwork powered England - in 1880s Victorian era England - is at war, a sort of Cold War, when we first pick up the series, against the Magically Powered Ireland who's been kind of besieged by the Brotherhood of the mage. It's a clock. It's a warlock group that is sort of made the queen subservient to them in ways you have to find out when you read it. And it's really the story about two boys. Gavin the high councilman's son from England and his friends, following him when he has these terrible secrets - he thinks they're terrible - and when they're found out he could be executed for them, for at least one of them. So he does what all teenagers do when they have something awful happen and they think they're gonna get trouble, he runs away and his friend, his best friend Landa who's an art officer, which is a mechanic, a computer engineer and she's a powerful female character that I'm really proud of. And she has his back and challenges him and calls him foolish when he's foolish and she goes with him and some other people who have their own agendas on this quest. Then the other side, the Brotherhood, sends Orion of Oberon who is a young warlock of immense power because he's the nephew of the ailing Irish Queen. They send him off to get the most powerful weapon in the world - the dragon stones and there's a lot of mystery and history about the dragon stones and what they are and what they can actually do, but they want them to end this war in their favor. So of course they have a meet cute, or at least I hope people think it's a meet cute. They have to decide like, are they going to get together? Will they/won't they? Of course, there's the will they/won't they thing. I'm really excited about the steampunk adventure and it sets off and is set to be a trilogy so I'm really excited about that, and hopefully people will like it - the inclusion of fairies and the air steamships and all the wonder that is steampunk. Jeff: Steampunk it's so not really anything I read... I dabble in it periodically, but something about Gavin and Orion and the bad ass friend you gave Gavin. Full disclosure to the listeners, I read a very early draft of this. You have a lot going on in book one, what you've parroted back now, into a more condensed story, but how did all this coalesce and come together and what was the inspiration? Michael: You really should pat yourself on the back because your viewers should know that you read an early ARC and gave me notes, and edited, and really kind of dissected it for me - like, wherever it was messy you, like a good editor said, "That's messy." The research starts with reading steam punk books and reading a lots of YA, which is of course a terrible addiction of mine. In reading all of that steampunk and finding those characters that you like, and you want to write about - because I use Scrivener, you have the photo option to put your vision of the characters, the places, the ships - you put photos in there and I work with a split screen so I can always reference that, so I never really lose track of it. But yeah, it was great looking into all that steampunk stuff and going into like Cassandra Claire's 'Clockwork Angels' series or Scott Westerfield's 'Leviathan' series. And if I can get even a little bit of that spirit I'll be really happy. But it starts with loving steampunk. You really should write what you know and write what you love. I've never been an airship captain but I love reading about them and I love that whole idea. And you know, thinking about like 'Leviathan', that series has a powerful gender bending quality to it, with the girl because she has to, dresses like a boy and acts like a boy in order to have a career - and I love that. I hope I've engendered Landa with that a little bit as well. Jeff: What went into creating your world of magic in Ireland and steam power and clockwork in England, because there's so much that you can pull from to create the steampunk universe. What was your decision to make these things your universe? Michael: Steampunk is - one of the amazing things about it is, an amazing thing about worldbuilding as well, is you can go with historical fiction. You know, like my first book and it's wonderfully creative but you're also stuck with... you can't lie. It's historical fiction, you can make up characters and you can make up some things, but really if you get too far away from reality, people stop believing in what you're writing about with historical fiction. At least I think so. I stuck with the roaring 20s pretty well and that kind of thing. Steampunk is like a little bit to where you're in the 1880s Victorian era. But then you have these advances and you can get creative and wild and all of that. A lot of that came from traveling for me too, like I've traveled to Ireland and I kissed the Blarney Stone, which of course means I'm full of B.S. I guess, the gift gab you know. And then I went to England and I went to Stonehenge and I played around amongst all of the hinges there, because that's where they keep them, and how a lot of fun. And the idea of the magic stones and power and Irish magic and castles - and then of course the troubles with the war between Northern Ireland and England - and I just rolled that back 40 years or so, and brought all that magic and the Stones and the power, I brought all that together and that's really where the idea came from. I also wrote a comic book like 20 years ago that had a lot of the fantasy stuff in it and it never got published but I tweaked it and changed it throughout the years. You can almost say that this part of this book- the backstory, the fantasy magic side - is about 20 years in the making, which I guess makes this a labor of love. Jeff: That's very cool that it goes back quite that far. Michael: Makes me feel old saying it out loud. Jeff: You could have had the idea when you were 5 or 6. What do we have to look forward to as the as the trilogy progresses - without obviously spoiling anything necessarily - but what can you kind of hint at about the story arc? Michael: Well, you know I'm a big fan of sci-fi, and Steampunk is really an offshoot of sci-fi in a way, or vice versa I guess. But, you know 'Star Wars' originally was 'Star Wars' and then they added 'A New Hope' to the title when they were like, "Well, you know Darth Vader is still out there." I mean, you know they gave Luke and Han Solo some medals. But, you know, then you get Darth Vader out there. So I love that idea of there's always more. If you look for it, if you see the little bits, like there's actually Darth Vader and an emperor... we're still at war guys, so come back for 'Empire', and guess what, it's going to get darker and worse and that's really kind of what's happening here - the book sort of gives you an ending but - and I think so does every book [in the series]. It has an ending, but it really isn't. If you're reading it, you know there's a lot more that's about to come down, and we might lose some people along the way, and maybe find some new people that you love, who's together might not always be together. Jeff: So with everything, between the magic and the clockwork and the steam and everything, your story, your book bible for this must be huge. Michael: I used this great British author named Ellen Gregory who did some high seas adventure, and she read an early Edit 2 and gave me some criticisms - which I kept calling British-isms - and gave me some pointers in that, and we were joking about that too, that I have one hundred pages on the parts of a ship... hundreds of pages and you could just bore people to death writing about that. It's like giving that little bit to make it believable, and make it feel fantastic or whatever, and then let it go. And then I just use that incredible knowledge about mid ships and jibs at parties. I can talk about all that stuff at a party now, but you don't put too much worldbuilding in, but it is fun. I do have lots of stuff, like when I'm writing, there's fairies in the book and I did so much research about Oberon, the king of the fairies and all that history. And then my amazing editor Dawn Johnson at Dreamspinner/Harmony Ink - I mean the whole team has been amazing, and each person has challenged me. Which is really part of the deal, you have to kill your darlings right? You have to allow some of your characters to change with some of the professional feedback. And so, anyway, I was able to use that research and pull it in and I still miss stuff, and some of those editors were like, "Hey, you know the name of that person? Shouldn't it be this, for this reason historically?" I'm like, "Yep, I don't know what I was thinking." You know, And so it really takes a village, you know. Jeff: What do you hope people get out of this book? Michael: What I'm hoping to get out of it is enough people interested to get a whole trilogy out of it and to get an audio book. I really want to hear this story come alive - the swashbuckling adventure come alive. I hope people get entertainment out of it. I hope they feel empowered and maybe challenged on their beliefs a little bit, which is, you know, a lofty goal. And it sounds like hubris to say it, but I hope people read it and see the LGBTQ+ world is just like everything else. It's steeped in mystery, and history, and great characters with amazing depth, capable of heroic acts and terrible evils, and everything in between. You know, some people will write a character and be afraid to make the gay character or the trans character do something horrible, but that's wrong. They have to do everything that everyone else does in order to make it real. And so I'm hoping people will forgive me if I do something horrible to a character, or make them do something terribly wicked... you know, mustache twirling - and not, of course, hate the straight characters that do bad things as well. Jeff: Right. Now, you kept a lot of this book in your family, in some ways too, because your husband Jason Buren did the cover and interior art - and the cover is gorgeous. Michael: Thank you. I love the art. Jeff: How did he come to get involved in it an what was it like collaborating with him on those elements? Michael: Well, Jason's an amazing artist and graphic designer. We actually worked on the first one together and we worked on comic books together and what I realized through it - honestly working with Dawn and the great editors, kind of makes you realize some things - you have to back up and state your vision. Say what you want. Show covers of things you like, and things you don't like, and then not micromanage it. Because then what you're going to get is my artistry, which I'm a writer you know, not technically a graphic artist. So you really get your best work if you let the artist kind of figure it out and that's what happened. I let go of the reins of both books and I think that the covers are amazing, if I do say so myself. I think this cover is so exactly what I wanted to be, and I was unable to say it out loud. And that's what a good artist should do in the interiors too. I wanted so badly to have chapter art and I know that people don't have to let you do stuff like that, but [my publisher] Dreamspinner was so amazing. I pitched this idea of clockwork meets fantasy with the Dragon Wing and the clockwork gears together So I'm so excited to show some of that together with the dragon wings with the mixture. Anyway I'm so excited and geek about it. I even got a little gears as text breaks in the art, in the books, it's really fun. It's really gorgeous. But you, know let go and see what happens. That's the idea. Jeff: When you were here in Episode 42, we were talking about a historical m/m hockey romance called 'The Long Season'. This is a total departure. Unless you can talk about the fact that you're dealing with historical times. Had you always seen in your career switching genres so completely? Michael: You know that's a great question. I want to challenge myself to do something completely different every time. And so, like being a new writer, writing historical fiction was crazy. That's too much to take on. I said, "Well, whatever. It's a labor of love, you know?" So then for my second novel, a trilogy? Themed like science fiction? Like, "Oh you're crazy, that's too much. You're not going to handle it." And who knows what we'll see. The first one got picked up, thank you Dreamspinner and I'm super excited about it. I want to challenge myself and I love that genre. So I say, let's do something completely different. People ask me about doing a sequel of 'The Long Season'. We're doing another hockey book. You know, I'm really proud of the fact that I wrote a character, Maggie in 'The Long Season' who was Brett's best friend. Turns out Bret's best friend started off with John Paul, which I'm really proud that people want a Maggie story and I think that's amazing. Who knows when that might happen. I might do that. My grandmother certainly, when she read it before she passed away, she said it can't end here and she's right... another story. And I did all that roaring 20s research... who knows, I might go back, but I want to challenge myself to do something different. I could write another hockey book because I love it and I love the whole romance side of it and who knows. Jeff: I was thinking you need to find a way to introduce hockey into the Infernal Instruments universe. Michael: I mean, there might be some sports related in there a little bit, but like medieval hockey? That would be fun. I mean the 1880s isn't too far away from Lord Stanley, so they could theoretically run into Lord Stanley somewhere. You know that can happen. Good idea. Jeff: Do you foresee more in this universe, potentially if the if the trilogy works out and is successful? Michael: Yeah. I mean, you know, I think it's set up perfectly for a TV show. That's huge right. But I've even thought about - I have a friend who's a game designer and I even thought about... man, that would be amazing. That whole steampunk idea is a huge world and you'll see in book two, the world's even bigger than you see in book one because it's a world at war. It's a world half conquered by clockwork powered England and half conquered by magic powered Ireland. So everywhere you go France, and Germany, and Africa, and potentially the United States. Are they even the United States? It's a huge world, so the stories could go anywhere. You know I think of like, Gideon Smith books. 'Gideon Smith and the Mechanical Girl' I think the first is called. They, at some point, they end up in an airship going to the United States, and the Wild West, and Egypt, and all kinds of things. Steampunk is open. Jeff: I hope that just keeps going and expanding. So what's coming up next for you? Are you done with book two or are still writing on the trilogy ,and can you look beyond this first trilogy? What's next? Michael: Well, interestingly enough, it goes back to your last question. Books two and three, the trilogy, has a beginning, middle, and end in my head. Of course there could be more after that, much like 'The Long Season', but in my mind I've already started about halfway through writing a third completely different genre book, challenging myself with something completely different, which is a contemporary YA book built on my travels to Antarctica. So it's a YA, two young people who meet and fall in love on a cruise to Antarctica. Sort of a travelog and what happens, and the interesting things, and people, and penguins that they see. I won't give away too much, meaning - that's what I'm in the middle of now. Jeff: That's exciting. A little something new there. Again, totally disparate, but you mentioned what you want to keep mixing it up. Michael: So yeah. And we'll see how that works out. I'm working with a gender nonconforming character, which is really new for me, it's taken lots of research to get intersectionality in the forefront of the book, you know not as a ploy, but as a reality of the world that we live in, and people that need representation. So I'm really excited about that. Jeff: Hurry up and write that please. Michael: All right. Hopefully, if you're willing, you'll probably see it before anybody else as a proofreader. Jeff: What's the best way for folks to keep up with you online, to keep up is as 'Infernal Instruments' continues and this new contemporary book starts to take shape? Michael: If they go to my full name - MichaelVanceGurley.com. Go on there and there'll be links to my two book sites and to my Instagram, they can go to Captain Rhetoric on Instagram and find me, that's where I write self-involved book reviews where hopefully people care about what I think about these amazing books that I read, and travel pictures, and just little bits like that, not too much of me, just sort of what I see about the world. I like to do that on Instagram and that's the best way to keep up with me. Jeff: Well I wish you the best of success with 'Absolute Heart'. It's been great to talk to you a little bit about it. And when that contemporary is done you'll have to come on back. Book Reviews Here's the text of this week's book reviews: The Masterpiece by Bonnie Dee. Reviewed by Will.The Masterpiece by Bonnie Dee is a makeover story with Pygmalionthemes in a historical setting. Essentially, an irresistible gay version of My Fair Lady. The story centers on a guy named Arthur. He is the well-to-do gentleman in this particular scenario and, one day, he's out enjoying the good life with his bestie, a guy named Granville. Occasionally Arthur calls Granville, “Granny” and it totally cracked me up. Granville believes very heavily in the British class system. Arthur is a little more modern in views. He feels that if a man has the wherewithal and can pull himself up by his bootstraps, he can achieve anything with his life, no matter where he was born on the ladder of social hierarchy. In order to prove their different theories, they set a wager, and that bet involves Joe the shoeshine boy. Arthur must make Joe a gentleman in six weeks. It is there that he will make his debut at the biggest party of the social season. Joe moves in with Arthur who is very glad that to realize that Joe is not only very smart and very kind, he is hardworking and interested in bettering himself. Joe is undertaking this particular makeover because he has dreams of owning his own men's shop one day - with a focus on finely crafted shoes. They get down to work and, after spending several days studying and learning which fork to use, they decide to get some fresh air. So they go for a constitutional in the park where they unfortunately run into Granville, who's like escorting some demure young ladies. Joe does very in his first unexpected like test. Arthur and Joe now realize that they have definite feelings for one another. Their next test comes during an evening at the theater where they unfortunately run into Granville yet again (this dude's everywhere). Granville has befriended a professor of linguistics, and Arthur knows that Granville is only befriending this schlub because he plans on bringing the linguist to the party to expose Joe as some sort of lower-class fraud. Joe handles the situation admirably. He's proving himself time and time again, but Granny is not going to give up. He makes sure that Arthur's family is invited to the big soiree, and his family comes to stay, making it nearly impossible to have any alone time with Joe. Finally, the big evening arrives and everything goes swimmingly. Joe is tested but everyone is really charmed and quite taken by him. When it comes to Pygmalionstories there is usually a point in the narrative where the Eliza Doolittle character has to wonder if the professor is in love with her, or the person that she's pretending to be. We kind of skip over that in this particular story because it's really obvious that Arthur and Joe are like completely into one another. What ends up happening is that Joe feels guilty, his conscious getting the better of him. All these lords and ladies and debutantes are remarkably kind to him, and he feels genuinely bad that he's pulling the wool over their eyes. That guilt eventually leads him to leave Arthur's house sooner, rather than later. Arthur and Joe try to figure out how can they make their relationship work, but they can’t. Even though they've essentially won the bet and they've proven their point, the fact is that the class system is still very much a thing and the two of them are from two different worlds. Joe packs his bags and leaves and Arthur ends up going to India. He has been convinced by his brother and his father that he has to finally grow up and take part in the family business. While he's away, Joe uses the money that he earns from the bet and opens his own shop. When Arthur finally arrives back in England, there's a big declaration of love scene because they realize they are both utterly and completely miserable without one another. And they both vow to find some way that they're going to make it work. I really, really loved this book an awful lot. I loved these two characters that Bonnie Dee created I was rooting for them the entire time. The Nobleman and the Spy by Bonnie Dee & Summer Devon. Reviewed by Jeff & Will.Jeff: Bonnie and Summer are both new to me authors. The Nobleman and the Spy, which I would call a second-chance romantic suspense historical, was a complete delight full of intrigue and some steaming hot sex. Solider-turned-British spy Jonathan Reese is assigned to keep watch over German Karl von Binder. Jonathan knows Karl all too well because during the war Karl spared Jonathan’s life. It doesn’t take much for Jonathan to lose focus on his mission and pay attention to the man who has come back into his life. He’s also aware that he cares too much for Karl to allow anything to happen to him, despite the fact that his orders as the mission begins are a bit mixed if he should allow the man to be killed or not. Karl, despite the forbidden attraction to Jonathan, tries to keep the spy at length, sure that he can protect himself. As evidence piles up though that there’s someone on Karl’s trail, the two end up working together trying to figure out who’s behind it. It’s a tangled web that I didn’t quite believe even as it was all falling into place. The resolution was certainly something I’d never anticipated as I tried to solve it as I read along. It was quite a thrill. I loved the feel of this book. In often reminded me of a childhood favorite TV show, Wild Wild West, which was set in the same time period of the mid 1860s. While this isn’t set in the American west with some strange characters as villains, the time period comes through loud and clear in a rich setting and how the characters carry themselves. I also liked how Karl and Jonathan recognized that they couldn't give in to their attraction but the more they couldn't give into it the more they really want to. And then when they got together it was so intense. Narrator Todd Scott I have to say does a terrific job with the entire story but the sex scenes…off the charts! Will: What really struck me and what I enjoyed the most is that it's essentially a bodyguard trope and it has all the different things that go along with that but in a historical setting. So it was sexy and it was fun and there's lots of adventure and action. I really enjoyed this one as well. Jeff: Calling out the bodyguard trope is really appropriate. But what makes it a little different, at least to me, is that Karl doesn't really want to be guarded. But Jonathan certainly takes that role because he keeps reinserting himself even where he's taken off the case. He wants to keep Karl safe at all costs. So, yes, we both highly recommend The Nobleman and the Spy by Bonnie Dee and Summer Devon.
Jeff talks about going to the reading and Q&A for Frederick Smith and Chaz Lamar's In Case You Forgot. The guys also talk about their recent trip to see the musical The Drowsy Chaperone starring Bruce Vilanch. It's a Heidi Cullinan double feature this week as Will reviews Nowhere Ranch and Jeff reviews The Doctor's Secret. Jeff talks with Jacqui Greig, the creator and editor of Blush magazine. Jacqui talks about why she created the magazine and what sparked her love of all things romance. We also find out about the books that she writes and how she encourages anyone who is interested to start an online magazine. Complete shownotes for episode 197 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript – Jacqui Greig This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: Thanks for coming to the podcast Jacqui it is so great to have you here. Jacqui: My absolute pleasure. Jeff: So Will and I have loved “Blush” since the first issue came out and. Jacqui: Thank you. Jeff: I love what one of the things on the website that talks about you where it says “I may or may not have started this publication and in order to fangirl my favorite authors without getting slapped with a restraining order.” Jacqui: Pretty much. Jeff: Which sounds so awesome. It’s like a mission statement. Jacqui: But it’s so true. I used to finish reading a book and then I just I loved it so much that I wanted to be best friends with the author. I wanted to know everything about them. I just you know wanted to delve into their heads I guess. And that’s kind of what “Blush” lets me do. Yeah without getting hit with a restraining order. Jeff: We feel the same way about the podcast it’s so great to just dive in with these folks. Jacqui: Yeah absolutely. Jeff: Tell us a little bit for our listeners who may not have discovered blush yet. What is the magazine kind of all about besides obviously of course romance books? Jacqui: So essentially, it’s an online magazine for romance readers. So I just wanted something that was specific for people who read romance and there’s already so many amazing blogs and podcasts that I just thought a magazine would be a fun way of getting that information across. And yeah. So it’s kind of interviewing authors, looking at the different books that are coming out at the moment, the different trends in the industry. I’m calling it an online digital platform. There’s even things like I imagine what a particular heroine in a book would wear. And I based a fashion page on that. So it’s just kind of interpreting the romance genre in different ways. Jeff: It really is because you go so much further than a Book Review blog or like what we do on the podcast because you do have, as you mentioned, the fashion thing or I believe in June it was the ‘book crush’ with Jamie Frazier which everybody can have that crush, right? Jacqui: Right? Jeff: There are elements of reviews that work their way in, but then you do some dives on the industry too, or talking about tropes and such. Jacqui: Yeah. I think that’s probably my background in journalism as well. I used to work on magazine in Sydney. I worked in a travel magazine and on a hair magazine of all things. And then I started my own magazine, a women’s lifestyle magazine, which was print – that was more than 10 years ago now. So the industry has evolved so much since then and it’s so much easier to do a digital magazine than it is a print magazine. Yes. So I just thought I’d give it a go. Jeff: How do you decide what goes in to each issue. Because there’s so many things to pick from. Jacqui: I know there’s so many things to pick from and it’s actually been a little – it’s getting easier every month because the magazine is getting more widely known and people are actually messaging me, emailing me, then giving me content ideas, which is fantastic, but it’s just whatever I like. Yeah. I don’t know. Whatever I’ve been reading or what I’ve seen or I am quite big on Instagram I get a lot of inspiration there. Jeff: Yeah. And I enjoy watching your Instagram just because it’s so creative. Jacqui: I’m a graphic designer as well so I see lots of cheeky quotes and things like that and I just redesigned them for my own purposes which is fun. Jeff: Your July issue will have been out a short time by the time this episode airs. What can readers find in July? Jacqui: So I’m super excited. In July I have three authors that I definitely fangirl over. So I’ve got Eve Dangerfield. I’ve got an interview with her. I have an interview with Sarah MacLean and an interview with Abbi Glines. Jeff: Wow. Three of them are all in the same issue. Jacqui: Yeah, well in my very first issue I had Beverly Jenkins and Kylie Scott and I thought, “Right, I’m happy to finish this right now. I’ve reached my peak.” That was epic for me. I think romance authors are so generous with their time and knowledge and it’s just such a beautiful, interesting industry to be in. Jeff: Yeah, it really is because there’s so many warm people who are just happy to tell their story and tell everybody about their books. What are the regular sections that readers look for each month? Jacqui: So I generally start with a ‘Lust-Haves’, which is just kind of products/bookish things that basically I would like to be spending my money on. I think in one issue I had a pair of cashmere socks that were like one hundred and ten dollars and I had a girlfriend calling me, she said, “You didn’t buy those, did you?” I didn’t. I’d like to. So yeah, we did ‘Lust-Haves’, we do an IG profile. I pick an Instagram account that’s really inspiring and has gorgeous images and profile them. We’ve got our author interviews. I generally have a couple of features. So for example, in the current issue we did one on the rise of rural romance. So it’s basically Australian authors writing romance set in rural settings… on farms which is really lovely. I live in a small country town myself, so I can really identify with that. We do a ‘Book Crush’ every issue. So that’s just a hero that we’ve got a bit of a crush on at the time and it’s really fun to contact the author and find out what they had in mind when they were writing that character. I get them to share their Pinterest pages with inspiration that they drew when writing, which I love. And there’s a bookshelf at the back, which features a lot of books, and it’s a really great showcase for indie authors I think. So yeah, that’s kind of it. Jeff: You say that’s kind of it, but that’s a lot. I mean, there’s a lot of stuff that goes into these issues. What kind of overall timing and process goes into creating a single issue? Jacqui: Well, having done in my previous life the print lifestyle magazine that was a whole circus. So I had staff and we had an office and because that I was spending forty thousand dollars an issue just to print it. So it was big. Right. So because [Blush] is digital – it’s online – my overheads are tiny, it’s literally me sitting at my kitchen table and, I have I don’t have it here, but I literally designed up on an A3 bit of paper for weeks and split it into the days and split the jobs across it and I laminated it so that I can write over the top of it – every issue. And it’s actually not too involved I think because I know what I’m doing. And I love what I’m doing. And I think as a working mother you become… I just have to get shit done. Like I just, I’ve got no windows in between kids being at school or ballet lessons or you know all of that kind of jazz. I just have to really, really be productive with my time and bang it out. Jeff: And I think the online magazine in a lot of ways gives you a much broader design to work with than if you were locked in to any kind of website format. Jacqui: Yeah, I think it’s fun because you can flip through the pages. It kind of it feels interactive and you can, you know, I can put gifs onto the pages so there’s movement, there’s different animations that you can use. And it’s just readers really like the tactile experience of a physical magazine. And because I can’t do that, I think a digital magazine – it is still something different from a blog post and not to say that, you know, there’s some fantastic blogs out there, but this is just a different format. Jeff: Yeah, it’s a different medium, but it’s going to be interesting, I think to see if other people move in that direction. I think we’re all so used to seeing blogs that this is another similar but different way to go. Jacqui: Yeah, it’s just a bit fun, little bit different. Jeff: July is also kind of a milestone for you because it’s six months old for the magazine – issue number six. What’s your favorite thing to write about so far in those six months? Jacqui: I think the interview with Beverly Jenkins, that was kind of amazing. She’s an icon in the industry and she’s so generous and I couldn’t believe that she’s giving me the time of the day, especially because I hadn’t published a magazine by that stage. I literally had nothing to show her. She just kind of said, “Yeah sure.” So that was really incredible. I do freelance digital marketing, which I’ve just stopped, and I’m focusing all my energy on ‘Blush’ because I really want to give it a go. I felt like I was building other people’s dreams, helping them build their dreams and I wasn’t really putting any time into my own. So yeah, I’m kind of all in with this. I got skin in the game now. Jeff: That’s awesome. It’s a good feeling. Jacqui: Yeah, it really is. And I do need to say my husband is super supportive and I’m very lucky. But yeah, like this is my gig now. Jeff: What’s surprised you over the six months. Jacqui: I don’t know if it was surprise. It was probably just reinforced how wide and how deep this romance genre is and how amazing it is. I mean, if Alexa Riley can beat Michelle Obama in the rankings on Amazon, that’s huge. Jeff: And you’re right about the romance genre being so big. I have found, so far, that you try to cover seemingly all of it. You’ve featured all kinds of romance including LGBTQ romance. Jacqui: Well, that’s a that’s a big sector and it’s valid and I know that, especially in the states, you’ve been having a lot of diversity talk at the moment – and so you should. ‘Blush’ is a vehicle for the romance industry and I want it to encompass all aspects of that. Jeff: And we talked a little bit before we started recording that it was ‘Blush’ that first put ‘Red, White & Royal Blue’ on our radar as the thing we needed to watch out for in the spring. Jacqui: Well, I’m sure you hadn’t seen it with me, you would have seen it very soon because it has been so well received and validly So like she’s amazing, Casey’s [McQuiston] she’s going places. Jeff: Yeah, absolutely. What got you into romance? Jacqui: So my parents owned a newsagent when I was younger. And romance novels were distributed by magazine companies, which meant that if they didn’t sell, it was cheaper to rip the cover off and throw it out than it was to send it back to the company. So I used to scavenge through the back bin and I just fell into it. I read to my heart’s content. The only problem was, that because it didn’t have a cover, I knew the title, but without that image on the top on the cover and the title, I can’t remember any of them. And probably I was reading so many of them, I was just kind of consuming them. But yes, so that’s how I got into it – scavenging. Jeff: That is awesome. What a great way to get books. Jacqui: I know right. I mean it’s so demoralizing and awful for an author to think about – that’s how some of your books may end up. I don’t know if that’s still the practice – I would hope not. But yeah, that’s back when I was 12 or 13. That’s how we did it. Jeff: On the other hand, I mean how terrific that it must be – Yes, they didn’t get paid for – but they inspired somebody to go out and create something like this later in life. Jacqui: Well that’s true. That’s a really nice way of looking at it. Oh, thank you. Jeff: You can’t remember some of the titles and authors obviously, but do you remember what tropes and what sort of elements of the story fueled your interest in the genre? Jacqui: I read a lot of the historicals, which I loved. But I kind of stopped reading for a while – going through high school and then university – and got back into it with Kylie Scott, who’s an Australian author who wrote a romance in a zombie apocalypse, which is very far removed from historical romance, but freaking awesome. She wrote two books and a novella and then found mainstream success with her Rockstar romances. But she kind of got me back into reading romance, her and Amy Andrews who is another Australian author. She’s got a ‘Sydney Smoke’ rugby series, which is a series of books set around a rugby team in Sydney and she just has the dialogue down pat, like she is so dynamic with her writing. Yeah, she is really, really incredible. I think those two got the ball rolling to get me back into it and now I don’t really have a favorite trope or a favorite genre. I will literally read anything you put in front of me. I will read it. Jeff: That’s awesome. I’m kind of the same way. Will has is his thing where he likes contemporary/low angst – may take a few diversions off that path… But if I like the blurb, I’m at least game to see where it goes. Jacqui: Exactly. Yep. I’m with you. Jeff: Now, since we are an LGBTQ romance podcast, what are some of your recent reads, kind of in that genre. Jacqui: So what I’ve really loved is that some of my favorite authors are diversifying. I guess they’re going into that queer space. So Kate Canterbury, she wrote The Walsh series – which I devoured I loved – and then it’s an offshoot. There’s a lobster fisherman who marries Aaron and Nick in book 6. And So the lobster fisherman he gets his own book and he falls in love with a tech tycoon. And honestly it was one of the hottest romances I’ve ever read. Like it was. She nailed it. And that was her first male/male book. And I just went, “Oh wow, you’ve done such a good job.” Also Tessa Bailey she wrote a male/male. What’s it called… I wrote it down. ‘Heat Stroke’. She wrote ‘Heat Stroke’ which is just really sweet. And the relationship between the two men, it was so believable and she’s really good at characterization. She’s fantastic, but my absolute favorite of mine is Sierra Simone, who wrote the ‘Camelot’ series. So it starts with ‘American Queen’ goes to ‘American Prince’ and I actually haven’t read the third one because I got a spoiler and I don’t have the emotional fortitude at the moment. Jeff: I understand how that it goes. Jacqui: But she just writes… So it’s a male/female/male, but the two guys, they’ve been in love for so long before Greer, the woman, actually comes into it and just the depth of their love for each other. And she’s, I mean, it’s kind of filthy – the writing, but awesome. It’s emotional and it’s just, yes, she’s fantastic. Jeff: Since you look at romance really from around the world for ‘Blush’, because you’re in Australia and have read so many Australian authors, do you see a difference of what romance is around the world – what gets written into the books from the native authors? Jacqui: I think that a lot of Australian authors are actually setting their books in the US. I don’t know if that’s a marketing thing or if that’s just what they read and that’s what they want to write, but then there’s a whole crop of Australian authors who are writing rural romance, which is set on an Australian farm as opposed to an American ranch. So you know there are differences in words I guess. I don’t know. Apart from that though, I kind of think everyone’s just writing their own happily ever after. And it’s and in different ways, using different tropes, different locations. I do wish that there were more Indigenous Australians writing romance novels. I think that would be amazing. There are some amazing Indigenous authors, just not so many writing romance, so that that would be really incredible to see. I actually am writing as well. I’m sure everyone who reads is trying to write as well. So I’ve just published my second book, but I would like to co-author a book with… I grew up in a small country town with a high indigenous Aboriginal population. So I went to school with all of these Aboriginal girls and I need to make contact with them and see if one of them will sit down with me and co-write a book, a romance from their point of view. I think that would be amazing. I don’t think that I would have the guts, I guess, to write from that point of view, even if I had a sensitivity reader come in and read it afterwards. I really do think that their issues and their worldviews and, you know, they have their differences and you’ve got to do justice to that. Jeff: So what do you write? Tell us a little bit about your books. Jacqui: Well my full name is Jacqueline, and my maiden name is Hayley, so they’ve written under Jacqueline Hayley. And second, which literally I published yesterday, it’s ‘Getting Under Her Skin’, and it’s set in Sydney. So they’re contemporary romances that are a little bit sexy, I don’t think I really want my mum reading them. Jeff: Yeah that’s awesome. Any chance of a male/male book in your future? Jacqui: Yeah, I think So but I think that, again, I would want to team up with a gay male author to help me do that. Like, I just I don’t want to presume that I would know their life experiences. So I think that would be super fun. Jeff: I hope you get to do that. We’d have to have you back on the show to talk about that when it comes out. Jacqui: Absolutely. Jeff: What can you tell us about upcoming issues [of ‘Blush’] for the rest of this year? Jacqui: Oh, the rest of this year. So I’m actually heading to the Australian Romance Writers Association, their annual conference is in Melbourne, and I have lined up some authors that I’m going to do video interviews with as bonus content for my readers. So we’re just finalizing the details of that, but I do think that video, which can be embedded into the magazine – in the magazine we also find YouTube clips and things as well, the digital magazine format allows for that, which I think is really fun. The video will start to become a little bit more of a thing with the magazine, as much as I don’t really want to see myself on video, I think that it would be really fun for authors, who are normally behind the pen – behind the computer – and you don’t see their faces or hear them. I think that that would be a really fun thing to do. Jeff: Very much looking forward to that. It’s great seeing how the video gets in there to really make this interactive magazine. What’s the best way for people to keep up with ‘Blush’ online and how do they get the subscription? Tell us all about that. Jacqui: So at the moment, to be able to read the magazine, you have to head to the website which is blushmagazine.com and sign up with your email address. So it’s free. And then the magazine gets emailed to you, well a link to the magazine gets sent to you, so that you can view the magazine. Previous issues are available on the website, so you can you can click through there, but probably I’ most prolific on Instagram. That’s kind of where that’s my jam. That’s what I like doing. So you know, for cheeky quotes and books that are coming up, all the behind the scenes of what I’m doing here, that’s Instagram, is where it’s at. Jeff: Very cool, and can readers of the magazine get in touch and suggest ideas? Jacqui: Absolutely. I love it. The interaction is one of the best things that I love about what I’m doing, so I get DMs on Facebook, Instagram, and my email is hello.BlushMagazine@gmail.com. Jeff: And what would you say to anybody who is like, “Gosh, I really like that. Maybe I should start my own.” Jacqui: Yeah. So I guess have a look at the different platforms that are out there to do a magazine on. I use readymag which I really love. But there’s also issu, which I’m kind of looking at as I get bigger. That might be where I go just because you can get more stats on what particular pages people are staying on longer. That kind of thing. So I guess just have a really clear view of what you want to put in your magazine, you’ve got to structure it like a real magazine. So go and get a physical magazine, you need a contents page and an editor’s letter and kind of build it from there, but just know that readers like continuity, so if you’re going to start a section, you’ve got to kind of continue it. So have a really clear idea of what kind of content you want to do. I haven’t done this and I probably should have build up content so that you’re an issue ahead of yourself so that, you know, just to for timing I guess, that would make life easier. I like making things hard for myself. Give it a go, like why not? Compared to the money that I used to put into print publishing, digital publishing… there’s barely any any cost. So yeah, give it a go. Jeff: Cool. Hopefully somebody will take up the inspiration because – at least the way we feel concerning podcasts, the more podcasts the better, the more magazines the better, the more blogs the better. Jacqui: Built this industry! Jeff: Yes absolutely. Well Jacqui, thank you so much for telling us about ‘Blush’, we’re going to link up to everything we talked about- the authors and the magazine – in the show notes, and we look forward to see what comes out in future issues. Jacqui: Thank you so much for having me. It was just the highlight of my week. Thank you so much. Book Reviews Here’s the text of this week’s book reviews: Nowhere Ranch by Heidi Cullinan. Reviewed by Will. Admittedly, I’m a little late to the party when It comes to this book. When I posted online that I’d finished reading Nowhere Ranch, I got a slew of responses, “Isn’t it the best?”, “That’s my favorite Heidi book.” So, for the few that haven’t yet experienced the sexy wonder of this cowboy romance, Nowhere Ranch is about a young guy named Monroe, Roe for short. He’s the prototypical lone cowboy who’s just landed a job at Nowhere Ranch. On one of his free nights, Roe travels several hours away to the nearest gay bar. To his surprise he runs into his boss, Travis Loving. After some flirty banter and surmising that they are both definitely into each other, they spend one wild night together in Travis’s hotel room. Roe tries to keep things professional with his boss, but Travis is just too damn irresistible. After a trip to the rodeo, he gives into his desire yet again. His hook-ups with Travis are so amazing that he begins to reconsider his ‘no relationships’ policy. When it comes to the bedroom, Roe likes things a little kinky. Travis is more than willing to give him everything he wants. After a rough and raunchy tumble in a horse stall on his birthday, Roe is so turned on and turned around, that he just doesn’t know what to do. Guys, this book is incendiary. I’m no expert when it comes to Heidi Cullinan’s books, but the few that I have read, have ridden that delicious line between sweetly romantic and utterly filthy. The kink explored in Nowhere Ranch isn’t your mommas 50 Shades style slap ‘n tickle. This is hardcore stuff in the best possible way. Back to the story. Hailey, the daughter of the ranch foreman, becomes fast friends with Roe and it becomes her personal mission to tutor Roe so he can get his GED. After learning some English composition basics, Roe writes an essay especially for his boss entitled, “Why Travis Loving Should Fuck Me”. What’s wonderful is that the entire text of the essay is included as part of the story. It’s sweet, it’s funny, and it leads to some more smoking hot sex for our two heroes. Unfortunately, the course of true love never did run smooth. A letter from the family that rejected Roe years earlier, forces him to examine what “home” really means. Home is definitely Nowhere Ranch. Some drama eventually forces Roe to make an unwanted trip to deal with the backwards, judgmental people he once called his family. With Travis and Hailey by his side, he sets things to rights and accepts that he is, in fact, worthy of his very own happily-ever-after. There’s a brief time jump at the end of the story to show us just how happy the happily-ever-after is for Roe and Travis. It’s wonderfully schmoopy and surprisingly sweet for a story that is so dang filthy. It just goes to show, that in the hands of a skilled author, kink doesn’t have to equal dark or angsty. The story of two hot and horny cowboys can be just as swoon-worthy as the lightest of rom-coms. The Doctor’s Secret by Heidi Cullinan. Reviewed by Jeff. This book had me at its cover with its clean design, heartbeat along the top and the handsome doctor. And I snatched the audiobook out from under Will because Iggy Toma was doing the narration. As with my other experiences with Heidi and Iggy, this one was above and beyond. The Doctor’s Secret brings Dr Hong-Wei Wu, or Jack as he tells the staff to call him, to Copper Point, Wisconsin. Hong-Wei’s left a high powered residency and his family in Texas to re-locate to this tiny town that needs a surgeon. He also hopes to lead a quiet life here. That’s derailed almost as soon as he steps off the plane because he meets Simon Lane, the hospital’s surgical nurse and the person who was dispatched to pick him up. Simon wasn’t quite ready for the attraction either. He’s in Copper Point working alongside his two best friends who all wanted to stay and give back to their home town–a place so small Simon’s sure he’ll never find a man for him. Hong-Wei is torn from the beginning because he came to Copper Point to get away from complications, but he can’t deny the immediate attraction to Simon. He tends to put himself under a tremendous amount of pressure to always do the right thing, even if that means saying yes to things he doesn’t want. As Simon learns more about Hong-Wei–from his love of classical music as well as his dislike for most pop music, his love of Taiwanese food and even the meticulous way he wants his operating room set up–only made him fall for the man more. Simon’s incredible from the get go. Instead of using “Jack,” Simon wants to use Hong-Wei’s given name and takes the time to learn how to pronounce it. It’s super adorable too how Simon can’t believe Hong-Wei might be flirting with him–their interactions at the hospital are super cute as they both easily get flustered. Their potential relationship comes with great risk. Copper Point is a small town with small town drama and shenanigans. St. Ann’s Hospital has a stranglehold on its employees with a hospital board that attempts to rule with an iron fist. This includes a no-dating policy. As they grow closer though, Hong-Wei’s having none of it, insisting he’ll protect Simon. Simon’s friends Owen and Nick, also doctors at the hospital, help the two get together in secret. As you can imagine neither men want to live in secret, and the more they fall for each other it becomes more difficult to keep it. Beyond Simon catching Hong-Wei’s attention, he starts to fall for the entire town of Copper Point. From the owners of his favorite restaurant to his co-workers to the local orchestra. It’s far more than he ever planned for and he’s not quite sure how to manage all the feelings of peace and happiness he has here. When a medical emergency forces Hong-Wei to reveal more of himself than he planned, the major power struggle begins around the dating policy and the future of St. Ann’s. Heidi does a tremendous job about making us care not only for Hong-Wei and Simon, but for everything that’s at stake for the town. There’s so much to love in this book between Simon and Hong-Wei, their friends, the citizens of Copper Point. The book also has one of the best grand gestures ever. It gave me all the feels. Kudos to Iggy Toma for a brilliant performance, infusing everyone with strong emotions and rich personalities. The tender moments between Simon and Hong-Wei are perfection. I’m looking forward to Owen and Nick’s books in the series. Owen’s is already out but I’m hanging tight for the audio and Nick’s book releases in August.
更多英语知识,请关注微信公众号: VOA英语每日一听Jeff: So, Tim, you live in a nice natural spot.Tim: Yeah, that's true.Jeff: Lots of nature around where you live?Tim: Yeah, I'm from Oregon. There's lots of nature. There's not a lot of towns really.Jeff: And do you take advantage of it by doing any outdoor sports or activities or anything?Tim: Yeah, I try to, like me and my friends, we go hiking. We camp. We backpack. Snow camp. Snowshoe. All kinds of stuff.Jeff: Really. You snow camp?Tim: Yeah, we snow camped before, yeah.Jeff: So do you stay out or do you stay in a cabin or?Tim: No, usually we go out. A lot of times it's snowshoeing and cross-country skiing. We go out and we build a little hut basically by digging down and go underneath and stay there for the night and come out. It's really cold.Jeff: So, do you pull a sled behind you or do you carry your stuff?Tim: Usually, we just put a pack on your back. Yeah.Jeff: I want to try that.Tim: Yeah, it's a lot of fun, but it's cold and usually, you don't enjoy a lot of it until you done, and when you're done you think, "Ah, that was a great experience."Jeff: Yeah, yeah. I think it would be good but, so is it very different from summer camping?Tim: I think that the biggest thing is that when you go out there it's really, really silent. You don't see a lot of things out and about because it's cold. So it's just really quiet and it's really, really peaceful.Jeff: Is it safe? Can you die?Tim: Yeah, it is relatively safe. People do die doing it. For the most part, it's really safe. One time we were caught in a pretty bad storm and we were coming back. The biggest thing is we came out and our car was covered in snow and we couldn't get out so that was a pretty big deal. Luckily the cellphone worked through and we were able to eventually get out but we had to dig the car out and call some people to come out and help us.Jeff: So do you follow a trail?Tim: Sometimes. It just depends. Sometimes we just use navigation systems and just go out and go and pick points and go for it and sometimes we follow like ski trails that have like little diamonds on trees and you can point towards them and look for them and find them.Jeff: So do you recommend winter camping to people?Tim: Not unless you've had some outdoor experience. Not somebody who's just gonna go out there because you really got to look at the weather. You gotta have the right gear. If you don't have the right gear you'll freeze to death.Jeff: So city people, don't winter camp.Tim: Mostly yeah. I'd say city people better not winter camp unless you've got somebody who's really experienced with you. I've taken my girlfriend out there and so you can do it as long as you're with somebody that knows what they are doing and you have the right gear cause if you don't have something that's waterproof and things that are going to keep water out you can't do it.Jeff: Great.
The guys talk about the television they’ve been watching so far this summer, including American Ninja Warrior on NBC, FX’s Pose, American Masters: Terrence McNally: Every Act of Life on PBS, Grand Hotel on ABC, Good Trouble on Freeform and What/If on Netflix. Jeff reviews In Case You Forgot by Frederick Smith & Chaz Lamar. Jeff interviews Roan Parrish about Raze, the latest book in the Riven series. They talk about the research she did for the series, including going on tour with a band, as well as the eclectic music she enjoys. The origin of Roan’s collaboration with Avon Gale is also discussed along with what got Roan started with writing gay romance. Complete shownotes for episode 196 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript - Roan Parrish This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: Welcome, Roan, to the podcast. It is so great to finally have you here. Roan: Thank you. I'm so happy to be here. Jeff: And it's a perfect opportunity because just last week, you released raise "Raze," just the third book in the "Riven" series. And for those who don't know, tell us about the series and, of course, this latest installment. Roan: Sure. So "Riven" starts out with the book, "Riven," also the series title. And it's kind of an anti-rock star romance. It's about Theo, who's the lead singer of the band, Riven. And they've suddenly hit it big and are super famous. And everyone in the band loves being famous and their success. And Theo hates it. He hates being famous. He hates being the center of attention. He hates, like, people knowing things about him or looking at him when he leaves the house. So he loves the music, but he finds fame, like, the worst thing ever. And so he's about to go off on a new leg of the tour and is sort of, like, wandering the streets of New York, feeling a little bit sorry for himself. When he hears this song coming from a bar, like, someone just strumming guitar, and it's one of the most beautiful things he's ever heard. So he goes in the bar to see who's playing this or what the song is. And he meets Caleb, who is the one playing the music. And Caleb, we learn later, has been a musician for a long time, a working musician, but has sort of gone away from the scene and hidden himself away in his uncle's house out of town because he's had some addiction issues, and he's trying to stay clean by staying away from everything that reminded him of the scene, including music. So they start to talk to each other and they bond over music. And then little by little, they fall in love. The problem being, of course, that for Theo being in the scene and being public is kind of part of his thing. And for Caleb, everything about that just brings back a lot of bad memories. So they have to sort of work together to figure out how that's gonna impact their relationship and if they can get through it. And then it kind of takes a hard left, I feel like this is the thing that I should say for people who haven't read the series, is that the series really does hang together. It has the same secondary characters. It deals with a lot of the same themes, like, the themes of ending up someplace that you never thought you would be. But then in book two, we met Reese, or we've met Reese in book one, but we have a book about Reese who was Caleb's best friend and Reese's husband, Matt. And Matt has nothing to do with the music scene. And the book is told from his perspective. So for people who go in expecting that the whole series is about music, it is in some ways, like, music as a through line. And certainly, this idea of fame and this idea of struggling with fame is a through line. But book one is sort of anti-rock star. And then book two is like working musician and person who's not involved with music at all. So I feel like that's the thing I should say. Jeff: Well, they it does hang together because you've got the working musician. Roan: Yeah, totally. And Reese, who is the working musician is someone who toured with Caleb when Caleb was still playing music. So the characters all hang together and the series hangs together, but it's not a kind of musician book, if that make sense. Jeff: Yeah, that makes sense. Roan: And then "Raze," which is book three, it also hangs together. "Raze," it's similarly about characters ending up someplace that they never thought they would be. And in this book we meet Huey, who was in the first two books, and has been a sort of a little bit of a shadowy figure who we never knew his backstory, we didn't know who he is, he just pops in and dispenses wisdom, and pops out again, he doesn't say much else. And so he was Caleb's sponsor in Narcotics Anonymous. And he's still been working as a sponsor. And he is so used to taking care of everyone else being a sponsor, helping people work through their own addiction issues, dealing with his own, that he doesn't really ever focus on his own life. He's built up this kind of wall of focusing on everyone else, so he never has to think about himself. And we meet Felix, who is doing the same thing, taking care of everyone else but him himself, but through his family instead of through NA. So he grew up and help take care of his younger brothers and sisters, and always helped his sister get whatever she wanted, and has now found himself as his sister goes off to do her music thing, found himself kind of like, "What the hell am I doing with my life? Who am I? I kind of forgot to ever notice what I wanted." And so the two of them come together. And two people who are so used to looking out for everyone except themselves, as you can imagine, when it comes down to trying to make a relationship, they kind of don't know how to do it. They don't know how to ask for what they want. They don't even know what they want from each other. And so feelings kinda bubble up and nobody knows what to do with them. And then it ends really happily. Jeff: As all romance must. Roan: That's a must. And there's even a kitten. So, yeah. Jeff: What attracted you to writing this series? Roan: I think that there's themes that go together. I love music. And I've always been a huge music fan. And one of the things that I've always thought was interesting is that music is so personal, to me, anyway. And I know for many other people, like, each of us, listens to music and feels something - has associations that are deeply personal. And something about the weirdness of something so personal, experienced on a large scale of fame has always struck me as really odd. So you can be at a concert with the band and have thousands and thousands of people there. And each person has been hit with his music in a really personal way. And yet, we're all there together in a super public space, having kind of a personal experience, like, smooshed up together with each other. And I've just always found that really strange. And I know for people who make music, the process of making music is really personal. And it's really different than the process of performing music. And so I think I was interested in what would it feel like to do something really personal in front of a lot of people and then watch as this thing that you've made gets loose on the world, and you no longer have any control over it or what people think of it. And to me being famous seems like absolutely the worst thing I can imagine outside of, like, actual torture. And I know that for some people, that's not the case. But, yeah. So I was interested in writing, like, the genre of rock star romance is a thing. And I was interested in looking at it from the perspective of what would a rock star romance look like, if instead of rock star being a desirable thing, it was a terrible thing or a thing that caused a lot of problems for the rock star. Jeff: What was the process around some of the research, because, like, you talk about this very personal thing. How do you research that? And then how do you try to read and put it in a book so everybody else gets it? Roan: You know, I mean, I don't know. I can't really claim that I did it correctly. I've never been a musician. I like singing karaoke to Paula Abdul once with five other people very drunk in college. And that's about my performance level. But my sister-in-law, my sister's wife is a musician. And she's very personal and writes very personal music and then performs it. And, you know, I've been to many of her shows, obviously. And I went on tour with her in Europe once, like, carrying her stuff and hanging on for the ride. And one thing that struck me was, like, people would come up to her after the show and tell her like, "Your music has meant so much to me. I was going through such a hard time and your music spoke to me in these really hard moments." And so I would see that and I know that people are having these personal responses and have personal relationships with the music. And I know that my sister-in-law does as well. And then, like, the moment that the two of them would be having together would be personal. But there was still this whole performance element that I kinda…yeah, just seems like a very strange crucible of the personal and the public smooshed together, and maybe the performativity of that, in some way, like, hides the personalness…or not hides necessarily, but, like, you need a little bit of distance, like, the lights and the smoke machine, and the darkness, and the space between the stage and the crowd to insulate you a little bit in order to take something that's so personal and project it out in public. Jeff: I love how you kinda had the personal research going on there that you actually went on this tour and got to see all of it kinda go down about as close to it as you could without being the actual performer. Roan: Yeah, yeah, which is awesome. And I mean, like, I've had many friends who do music. So I knew that if I had, like, specific questions, you know, I had some questions about, like, the studio stuff and how you laid out tracks that I was able to ask friends about. But I really do think it's, like, the feeling of performing that I was trying to capture and the sense of what it felt like to have something that was yours, like, the music, and then watch other people make it theirs. And although I've never been a performer in any way, I mean, that's a little bit, like, what happens with books is that I sit at home in my pajamas, like, with cat hair all over me, and I write these books. And then when they're published, it's not mine anymore, it belongs to the people who read it. And I don't really have any control over it. So that part was easy to kind of understand. Jeff: Of course, you mentioned your love of music. And your bio actually mentioned that you listen to torch songs and melodic death metal. Now, I get eccentricity because my playlists are, like, wildly, you know, strangely hooked together in some way. But these two seem very different. What attracts you to these two individual styles? Roan: I think I was trying to write my bio in a way that was, you know, like on dating sites, you wanna say the two things that seem most opposed. So you can be like, "Listen, this is what you're getting as a human being who is essentially at odds with himself," maybe that's just me. Anyway, yeah, I love both of those genres. I think they're both simultaneously really raw and really beautiful. Like, torch songs, I love because they are heartbroken, and tender, and they tell a story, and they're so vulnerable, and beautiful. And melodic death metal is like, doing the same thing, only it can't be vulnerable, or, like, it needs a really harsh bass riff, and loud guitar, and loud drums in order to do something that's that tender and that personal. And I find not like screamy death metal, but yeah, melodic death metal. I find it like one of those puppies that growls at you until you get a little bit closer, and then little by little it sorta lets you pet it. And then by the time you're petting it, it's like, "Oh, no, I really do love this. Please don't ever stop petting me," but then, like, someone else walks in the room and they're all growly again. Jeff: I love that analogy. So awesome. Jeff: Now, speaking of music, with the "Riven" series seems such an obvious thing to perhaps you write to music if you're a writer who does that. Was there a particular playlist that sort of pushed you along in the writing of the series? Roan: You know, I actually didn't listen to music at all writing the series, which is sort of strange when you say it like that. I go through phases of whether I like to write with music on or not. And there have been books that I've written where I listened to the same music over and over. Like, when I wrote...what book was it? Oh, "Out of Nowhere," which is the second book "In the Middle of Somewhere" series, I listened like obsessively to "The Civil Wars" just over, and over, and over. And for some reason, the mood of those albums was, like, exactly the mood that I needed to be in to write that book. But with the "Riven" series, I didn't listen to music at all. Jeff: Interesting. Okay. Roan: Yeah. And none of the music in the books is real. Like, I made up all the band names and all of the music. And I wonder if maybe part of it was like, I didn't want real music in my head because I was making it up. Jeff: That would make sense. Yeah. If you're having to write any kind of song lyrics or anything inside the book, I could see where you would wanna, like, accidentally just pick up something. Roan: Right. Well, it was super adorable actually because one of my best friends who reads all my stuff first is, like, she likes music a lot, but she's like a top 40 radio kind of tastes music person. And so she thought that all of the musical references in my books in the "Riven" series were real, because she knows that I like lots of different kinds of music, and she just didn't know that they were fake at all, which is totally adorable. Jeff: Oh, that's awesome. So you could have an extra career then as a songwriter if you're writing lyrics. Roan: Maybe a band-namer. I like the band names more. Jeff: So I have to ask for the audio book then that you've got song lyrics - does that mean your narrator is actually singing the lyrics? Did you make Iggy sing and Chris sing? Roan: No. And, you know, I don't think that I have a chunk of lyrics long enough to be sung. They're like a couple snippets. But I didn't even think about the fact that I could have written a song of it for the audio book. That would have been awesome. Too late. Jeff: Something to think about maybe for a future book or another installment in the series. Roan: Yeah, yeah. I could do it as like an extra or something, I guess. Jeff: And speaking of the series, is there more to come in this series? Roan: There's not. Like, The Good Place that we were talking about earlier, I have decided that book three is the end. Jeff: Okay. Time to wrap up that universe. Roan: Yeah. And, you know, I say that and obviously maybe I would go back in the future and write another one. But I think the fact that the last book is about a character whose story we've kinda been wondering about for the whole series, it felt like a good place to stop because it's sort of the wrap up of, like, solving the last interpersonal mystery. So that felt like the right place to stop. And there are definitely tendrils. Like, people who've read a bunch of my books will notice that Riven, the band, is mentioned in another book, and that some characters from the "Middle of Somewhere" series are briefly alluded to in "Riven." So there's, like, little Easter eggs for people who have read all the books because I sort of think of everything as being connected in that way. So it'll pop back up, I'm sure. Jeff: I love that. I love the broad interconnected universe thing. Roan: Yeah, yeah. Secretly in my head, all of the books are connected in lots of ways that I don't necessarily put on the page. But, like, I like to get a couple in there. Jeff: Nice. Now, you also co-write with Avon Gale. What got that collaboration going? Roan: You know, that collaboration happened completely by accident, or on a whim, I should say. And I'm so glad it did. So I was living in New Orleans a couple years ago. And Avon and I were friends on the internet. And she offered when I was moving back from New Orleans to Philadelphia, she was like, "I love a road trip. What if I fly to New Orleans and drive with you," because it's a many day drive and you have a cat. I had like my truck and then I had my car hitched to the back of the truck, and it was a whole big thing. So I was like, "Oh, great. This will be fun." So we started driving from Louisiana to Pennsylvania. And it was, like, a torrential downpour. And we couldn't hear the radio. We couldn't do anything. And so Avon was like, "Okay. Well, I'll just tell you about this book that I've been working on. And I am really stuck on it. I can't get the plot right." So I was like, "Okay." And I'm pretty introverted and Avon is very extroverted. And we going in... Jeff: And it's very true, she is. Roan: Yes. And, you know, I really just love a clear communicator, so I loved it. She was like, "Basically, I talk constantly. And if you want me to stop, you have to tell me to stop." And I was like, "Oh, that's amazing. I run out of steam socially in approximately two-and-a-half hours, and I'm still listening to you, but I won't respond." And she was like, "Okay, great." And thus, it was. And so she basically narrated to me the entire plot of this book that she was trying to write, and she was having trouble with it. And I kept doing this probably obnoxious thing where I was like, "Oh, what if you did this?" Or, "What if you did that?" Or, "Oh, my gosh, it's so funny, because if that were me, I would totally do this." And she, instead of being annoyed, was like, "Well, you should obviously write this book with me." And that book was what it turned into "Heart of the Steal," which is the first book we wrote together. And it was so fun because then as we were driving, we just plotted the whole book. And she had her little, like, computer that she was typing on while we drove. And I drove the truck the whole way. And so I would like yammer at her and she would take notes, and then in the hotel rooms at night, we would kinda hash it out. And so it happened on a total whim, and then turned out to be really fun. And so we planned it on that trip. And then I went and visited her months later, I guess. Yeah, some months later, and we actually wrote "Thrall," which was the second book that we co-wrote together, like, in the same place. So we wrote it, like, together, even though we don't live in the same place. So it was two very different writing experiences, but both equally awesome. Jeff: That's fantastic. And I have to imagine it's a nice way to kill the time in a road trip to just write a book. Roan: Oh, yeah, totally. And it's really fun because I don't know about you or about other writers in general, but, like, I find that traveling is one of the best, like, brain, what do you call it? Like, catalyzers, brain catalyzers, something about moving through space constantly, whether it's, like, on a train or just walking or whatever. It's, like, the rhythm of moving through space makes my brain also work in a forward rhythm. And I find myself, excuse me, getting so many ideas when I'm just, like, walking a long distance, or on a train, or on a bus, or something. And so something about driving and plotting the thing together was, like, super, some word… Jeff: Awesome. Roan: Yeah, awesome. Jeff: Probably better than awesome, but awesome was the first thing that popped into my head. Roan: Yeah, yeah. Jeff: And then I totally get what you're talking about there, too, because I've done a lot of plotting and some writing on planes. Because it's like, yeah, there's something about just that that just you've got the time, and, like, the brain is working, so use it. Roan: Yeah. And it's, like, looking out the window of something moving through that kinda space with everything passing so quickly, it almost feels like it changes the rhythm of thoughts or something. Jeff: Yeah. And kudos to Avon for being able to type in a moving vehicle because I don't know that I could do that. Roan: Oh, my God, she has, like, motion sickness proof. I swear to God. Jeff: That's just crazy. Roan: Oh, I know. Jeff: But we definitely got to talk a little bit about "Thrall." I reviewed it back in Episode 157. I was just blown away by it. For folks who don't know, tell us about what that book is and what in fact does make it so special? Roan: So "Thrall" is our modern "Dracula" retelling, basically. And for anyone who's read "Dracula," you'll remember that "Dracula," it's an epistolary novel, so it's told through letters, and diary entries, and, like, newspaper clippings, telegram, stuff like that. And so we did "Thrall" in the same way, we made it an epistolary novel. But since ours was modern, and that one was 19th century, instead of letters and journal entries, and stuff like that, we have emails, and g-chats, and tweets, and podcast descriptions, and stuff like that. So the whole thing is written in that way, this combination of different print media. So we have the main characters that people will recognize from "Dracula." And Mina, and Lucy, who are the two characters that people will know from "Dracula," in our version, have a podcast, a true crime podcast in New Orleans. And they get caught up in basically trying to solve the mystery of Lucy's brother who seems to have disappeared. And so in getting caught up in that mystery, they stumble upon this a role-playing game kind of thing, where they use an app, and they go to different places, and they try to solve clues, hoping that it will take them to Lucy's brother. And so in addition to it being an epistolary form in general for the whole book, then kind of within that epistolary form, there's this mystery that they're trying to solve on a computer, I mean, on a phone app. So it's like a game inside an epistolary novel that's an adaptation of another epistolary novel. Jeff: And epistolary just not something you see very much. At least I don't, especially in the romance genre that I tend to read in general. What was it like as a writer, and just plotting to take on such a different narrative format? Roan: Yeah, it was awesome. It was really, really cool. I love form, like, I'm super interested in what different things you can do with form. And one of the things that, like, when I'm reading other things I'm always interested in is what form did this author choose, whether it's something simple, like, short chapters, or long chapters, or, like, flashbacks versus telling everything in order, all of that stuff, I think, has such an impact on the way the story gets delivered. And so I was really excited to play with the form. And I think that with the genre of romance, one of the reasons why we don't see epistolary stuff so often is that it's, like, an additional level of remove between the two characters. And romance seems, to me, to be all about intimacy and connection. And sure, it can be really romantic or sexy to write a love letter or love email, I guess, in 2019. But there's still something where you're not in the moment. There's no, like, tracking a touch as it happens, or a kiss, or whatever it is. And so I think that going into "Thrall," we were like, "How the hell do we make a romance happen when the characters essentially are never in the same scene?" Like, in order to be texting each other, they probably aren't together. In order to be chatting each other, they're probably not together. And so any evidence of an encounter, which is all we could show, also demonstrated their distance. So that was a challenge. And we got around it in a couple of different ways, including characters literally writing out sex scenes that they wished would happen like fantasies, having chats that were more intimate. But yeah, the romance part, I think, was actually the hardest to portray via the epistolary form because it introduces that necessary distance, which is sort of the anti-romance. It was much easier, for example, for the mystery, or the suspense parts because those things can be portrayed that way no problem. But, yeah, the romance part was tricky. Jeff: Well, as I said the review, I think you guys pulled it off so amazingly. If people have not read "Thrall," they should really pick it up and give it a try. Roan: Oh, thanks. Jeff: Because maybe a little much to call it a breath of fresh air, but it's certainly gonna be something very different than what I think most people tend to read. Roan: Yeah, it definitely is different. And it's one of those books that Avon and I knew going in, but it's not everyone's cup of tea. It's an adaptation. It's an adaptation of "Dracula." It's an adaptation of "Dracula" without vampires. It's a romance where you don't ever see the characters touch necessarily. But like, I feel, like, for people who are interested in form for people who are interested in Dracula or interested in suspense, and all that stuff, we were really excited to just do something totally new for us. Jeff: Yeah. It was super cool. Please do more of that sometime. Roan: I would love too. Jeff: So laying a little bit of your origin story, how did you get involved in writing M/M romance? Roan: You know, at the risk of making, it sound completely accidental, it was kind of accidental. My good friend from graduate school, got a job in Phoenix, and didn't know very many people. She didn't have many friends. And she and I both started reading both young adult and M/M mysteries in grad school. And so I went to go visit her and she was having a hard time. Like, I said she didn't know very many people, didn't have any friends, and she just wanted like, escape reading. And we were, like, in the kitchen cooking dinner or something, and she was saying that she just wished that there was, like, a romance novel that she could read about someone who was in her situation. So someone who was a new professor in a new place, didn't know very many people and was kind of struggling to fit in. And because she's my friend and I wanted to make it all better, I was like, "Oh, no worries, I'll write you a story. Everything is gonna be okay." So on the plane home from Arizona, I wrote the first chapter of what would eventually be "In the Middle of Somewhere," my first book, thinking that, like, I would send it to my friend, and she would read it and be like, "You are such a nerd. I can't believe you actually wrote me this story. I was just complaining. You're weird." But instead, she read it and wrote back and was like, "Oh, a story. Oh, my gosh. What happens next?" And, of course, I didn't know what happened next because there was no next. I thought that it was going to be a little one-off thing. But then I wrote the next chapter and I emailed it to her, and she wrote back and was like, "What happens next?" And I actually wrote the whole first half of the book that way just chunking out a chapter, emailing it to my friend, and I was really writing it for her. I never thought I would show it to anyone. I never intended to send it to a publisher. I didn't even have a plot, I just was writing these little sections. And around halfway through the book, I suddenly realized that, like, it was getting kinda long, and I should probably figure out how it was gonna end. Otherwise, I would just end up writing this, like, email missive to my friend forever, which was really fun. But also, I thought she would get sick of it eventually. And then when I finished the book, I thought that was gonna be the end of it. And it was my friend who was like, "No, you should totally try to publish it." And I owe it all to her, I never occurred to me to send it to anyone. And I would never have done it if she hadn't made me. Jeff: Well, kudos to her for making that happen. And that's the best accident story ever. I mean, just amazing. Were you writing before that at all? Or was this just really like, "Hey, I could write. I'll write you something. No worries." Roan: Well, you know, I've always written different things. I was a poetry major in college of all the super useful things to pursue. And so I wrote poetry or some short fiction. And then I did my PhD in literature. So, you know, I wrote a dissertation, I wrote nonfiction for years, and years, and years. But I've always loved to write. And I love reading novels. And so sitting down to write a novel, I think it actually helps that I wasn't thinking of it as writing a novel. I just thought of it as writing the story for my friend. So I didn't have any of the self-consciousness or like that internal editorial voice that I'm sure if I had planned to send it out, would have like, killed me as I was trying to start. And in terms of, like, as we get back to your original question, which I don't know that I actually answered in terms of, like, why M/M romance specifically. I hate misogyny, and sexism, and can't deal with stories where I read female characters and feel intensely alienated from them. And I find often in romance, not all by any means, there are some amazing, amazing, like, revolutionary really amazing people writing romance with women, but I've often found that reading romance novels that are, like, heterosexual romance stories make me feel alienated, and angry, and the opposite of anything that I associate with romantic. And so, yeah. Jeff: Who are sort of your author influences? Roan: Oh, man. Well, you know, growing up, I read everything. I'm a real, like, moody reader. So I go through phases. And when I'm in that phase, that's all I read. So, like, when I was in elementary school, I was obsessed with S. E. Hinton Hinton, "The Outsiders" and "Rumble Fish," those books. And she writes with this very kind of, like, spare style, but lots of sensory detail. And I think that that's definitely something that I've always really admired was the ability to evoke feeling even while being very spare. And then when I was in middle school, I was obsessed with Anne Rice, obviously, because middle school. And I read her books over, and over, and over. And I think that she is like the master of the kind of Baroque sentence structure that when you're deep in, reading one of her books, you don't notice that she's, like, in a strange Yoda way, like, flipping a subject and predicate to make things sound, more flourishy and purple prosy. You don't notice it because you're so deep in it that, like, of course, that character would talk that way. But if you go and you read another author or another book, you realize suddenly what she was doing. And so I think from her, I got just, like, I really respected this immersive detail-rich all the senses engaged kind of writing. Also, I really love long books, and the ability to sustain a story over 800 pages, and keep going with this level of detail. I mean, I know it's not everyone's bag, like, some people really like a short one and done, but I mean, I will read a series that goes on forever if I'm still engaged. And I just think that she does that incredibly well. Then, oh, gosh, I'm taking you on a tour. I don't know if this is actually answering your question, but I do think... Jeff: It is actually. Yeah. Roan: Oh, okay, good. The real answer is, like, I learned things from every single author I read. And sometimes, it's things that I don't ever wanna do. And sometimes, it's things that my mind is blown because I'm like, "Holy crap, I didn't even know you could do that." Sometimes it's like I feel like I'm weak in one area at a moment. And so I wanna go read someone who I think does something really well and try to learn it. Oh, Francesca Lia Block was a huge influence when I was a teenager. She writes this kind of magical realism that is, like, very urban set - in LA, deals with real world problems, but has this, like, pink fog over the entire thing. And I was really, really taken by that. That way of combining urbanity with fantasy, and so that's definitely something that I took from her. I went through a really deep, like, epic historical fiction kick, which maybe is that same kind of, like, very immersive detail, huge cast of characters, all that stuff. And, oh, gosh, I'm totally blanking on her. Oh, Sharon Kay Penman is her name. Okay. Sorry, this is maybe a tangent. But this story blows my mind and is, like, one of the more impressive things I've ever heard in my life, if you'll indulge me for a moment. Jeff: Of course. Roan: So Sharon Kay Penman writes these, like, hugely epic, 1,000-page long, British Isles historical fiction. And she wrote this book called "The Sunne in Splendour," in, like, I wanna say the early 80s, maybe mid-80s. And the book is epically long, and just detail, and hundreds and hundreds of characters, and like tons of things translated into Welsh. It's about Welsh civil wars, or wars with England. Anyway, she wrote the book and, like, on a typewriter, and had it in one of those, you know, the boxes that reams of paper come in…you would put your manuscript in this box. So she was going to drive her book to her publisher. And she stopped at the bank to, like, deposit a check or something. And when she came back out, her car had been stolen with the copy of the book inside, the only copy of the book, which I don't even know how that happens. So the car stolen, she's just sure she's never gonna get it back. And whereas, like, I don't know, I would probably immediately go home and, like, order seven pizzas, and you wouldn't see me for a month. She drove home and started writing the book again. Jeff: Wow. I would have done the seven-pizza thing and then walked away for, like, at least a week. Roan: Yeah. Like, I would have told every single person who would listen that my life's work had been ripped from me. And it was the worst thing that ever happened to me and which, you know, I think that's actually speaking pretty well of my life that that would be the worst thing. But, yeah, I just, like, that level of tenacity and dedication to a project, it just blows my mind. Anyway, she's amazing. Jeff: Yeah, that's awesome. And just, like, I can't even imagine, it speaks so well to these days where we're like, "Did you back that up on Dropbox?" Roan: Yeah, at least someone's like, "Oh, man, I just spent, like, 20 minutes writing that email and it got wiped." And I'm like, "Sharon Kay Penman." Jeff: So what's coming up next for you? What's yet to come this year? Roan: Well, do wanna be the first person to know because I actually just found out yesterday? Jeff: Oh, breaking news. Roan: Breaking News. Yeah, I just sold a new book, which I'm pretty excited about. Okay. The concept is, there is a guy who has a bunch of animals. He's like, kind of antisocial, kind of pissed off at the world for reasons that I will not divulge yet. And he likes animals better than people. So he has all these rescue dogs and a bunch of cats that hang around. And basically, all he wants to do is take his dogs on these long rambling walks and think about how fucked up his life has gotten. It's the only thing keeping him sane, it's just, like, rambling walks with these dogs. And one night he is walking with the dogs and one of them starts chasing something. And he starts chasing the dog and falls down a hill and breaks his ankle. So all of a sudden, he can't do the one thing that he's liked, which is walk his dogs. So he goes online, and he finds this app that, like, match makes pet owners with people who wanna hang out with animals, but can't have pets of their own, because he's looking for someone who could help him walk his dogs, since he can't do it anymore. Then you have this other character, who's super shy lives with his grandma is, like, husband saving up to try to, like, get a new apartment so that he could have a dog. And then his grandfather dies, he has to move in with his grandmother, and he can't have an animal because she's desperately allergic. So he goes on the matchmaker app, and gets matched with this dude who needs someone to walk his dogs. And so the Meet Cute is a dog walking app, and a grouchy meets a shy guy, and lots of animals, and love. Jeff: Well, this sounds awesome. When do we get to see this? I'm guessing 2020 sometime? Roan: I think so. I don't have a date on it. I'll start working on it soon. But, yeah, I think it's gonna be, like, cute-ish in tone. And I don't know, I keep, like, accidentally writing animals into every single one of my books. And I don't even mean too. And this time. I was like, "Well, I mean, I keep doing it by accident. Maybe this time, I'll just, like, actually do it on purpose." Jeff: And what's the best way people can keep up with you online and find out when this next thing comes out? Roan: Well, they can check out my website, roanparrish.com, where I post all things that exist. And then in terms of social media, I've been very active on Instagram stories lately. I just bought a house, my first house, like the first non-one-bedroom apartment that I've been living in. And I've been doing all these, like, garden planting, and baking, and projects, and stuff. So I've been really liking Instagram stories. So people should follow me there and tell me all the things that I'm doing wrong in my garden. Jeff: They may not think you're doing wrong. Roan: I mean, it's my first time and I feel, like, I'm doing everything wrong. But we'll see, it might grow. Jeff: I bet it does. And congratulations on the first house. That's such a huge thing. Roan: Oh, thank you. I really went, like, in the space of one month from a person who thought that they would always live in one-bedroom apartments to a person who bought a house. And so it was very shocking for me. I keep wandering to the extra room and being, like, "What's gonna go in here? I don't know." Jeff: It's part of the fun of home-ownership. Roan: Yeah. Mostly, it's like my cat goes in there. And that's what happened. So I mean, I'm on all the social media things. I'm everywhere as Roan Parrish and people can find me. But Instagram stories is totally the most fun. And for people who, like, wanna know about when books are coming out, but don't dig the social media vibe, BookBub is a great place to find me because they'll just get emails when I have books coming out or on sale. Jeff: Fantastic. Well, we will link up to everything we talked about in the show notes. We wish you the best of luck with the release of "Raze." And thanks so much for hanging out with us. Roan: Oh, thanks so much. It was a blast. Book Reviews Here's the text of this week's book reviews: In Case You Forgot by Frederick Smith and Chaz Lamar. Reviewed by Jeff Frederick Smith and Chaz Lamar are new to me authors and I loved reading their first collaboration, In Case You Forgot. Frederic and Chaz are two black gay men writing about two black gay men living in West Hollywood. This year in the life story left me wanting sequels because I want to read even more about these two interesting characters. Zaire James and Kenny Kane are in similar positions. Coming up on his 30th birthday, Zaire decided it was time to separate from his husband, even though a lot of his family and his friends thought Mario was perfect for him. Kenny, approaching 40, was dumped by Brandon-Malik via text as he was en route to his mother’s funeral. Both of these guys need a reboot. For Zaire that means moving into WeHo--it happens that he moves in across the street from Kenny. He’s got a new job at a social media firm and he’s looking for what comes next. He’s got a family that wants him to find it too--the James Gang siblings--brother Harlem and sisters Langston and Savannah--are always on him to get his life together and find his happy. Kenny, on the other hand, is working on getting his consulting business off the ground since he’s recently finished his doctorate. He’s trying to mostly focus on the business, but he also wants to find Mr. Right. Kenny also carries the weight of having watched his first boyfriend, Jeremy, die after a stabbing. He’s working on his life with some therapy. So what happens in this book? Life. Kenny and Zaire, at times together and at others separate, look for a good date that may lead to more, celebrate birthdays, experience success and failures. The last line of the book’s description captures this perfectly: “...they hope new opportunities, energy, mindsets, and connection will reinvigorate what is missing in their lives--drama and all.” That’s exactly what I liked about In Cast Your Forgot, the slice of life feel. It’s happy, sad, angry, messy and full of great triumph and really bad mistakes. It takes a lot to make this kind of loose plot work, especially since the two lead characters aren’t always together as the year progresses. Frederick and Chaz made it work though. One of the reasons it works is the cast of supporting characters from family, friends, roommates and co-workers. Among my favorite parts of the book was the use of social media to plan their lives and sometimes even to stalk their exes, at times to the chagrin of the friends trying to help them move on. There’s also a Labor Day trip to Palm Springs that was one of my favorite parts of the book because of the realness of how it unfolded and how it tweaked Kenny and Zaire’s relationships. The characters reminded me of Noah’s Arc, a show I loved that ran on Logo in 2005 and then was a movie in 2008. The show focused on queer men of color in various states of life and relationships. Kenny and Zaire would fit right in there. I do want to set some expectations around this book. As you may have figured out, it’s not a romance. It’s categorized that way on the Bold Strokes Books site as well as at retailers. I think that’s wrong. It doesn’t have any of the typical romantic story beats and, most importantly while Kenny and Zaire date for a bit in the middle of the book they don’t get an HEA or HFN as a couple….although the book does end with both characters in good places. If you want a great look at a year-in-the-life of some terrific characters who are trying to get their lives together, I highly recommend In Case You Forgot. And I’d love to see sequels to this book. Frederick, Chaz, please write romances for these guys...
The guys talk about their past week as Jeff worked on revisions and they saw a production of Oklahoma, which they both enjoyed. They also welcomed the new listeners that have found the show during the past month. Jeff reviews Something Like Gravity by Amber Smith and Will reviews Annabeth Albert's Arctic Wild. Will and Jeff talk with Annabeth Albert about the Frozen Hearts series, including getting a sneak peek of Arctic Heat, which comes out in September. Annabeth also talks about the research that goes into the Frozen Hearts books, the latest in the Out of Uniform and Rainbow Cove series plus she discusses her next series about smoke jumpers. Complete shownotes for episode 195 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript - Annabeth Albert This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: We are excited to welcome back to the show, Annabeth Albert. She was last here, way back in December 2017 in episode 115, talking about "Wheels Up". You have written so much since then. It's so great to have you back to catch up. Annabeth: Hi, happy to see you. Jeff: Now, the most recent thing you got out is the "Frozen Hearts" series. Tell us a little bit about this series and what its inspiration was. Annabeth: So I started reading in the late '80s, early '90s romance. And I love the Alaska set Debbie Macomber's and Nora Roberts. And so my inspiration for this series would be, what if we went back to that sort of setting but made it LGBTQ and fun and that big, sweeping feeling - the big scenery, big emotions, mountain men? I wanted to capture all that feeling of Alaska. And also all the Alaska shows that I like watching, "Man Versus Nature," all those sort of shows. And so I thought, let's bring that sort of big scenery to life in a series that also has LGBTQ characters. And so it was really fun for me to get to bring that to life. And it's a three book trilogy, and each book stands alone really well because we kind of did it so that there's very little overlap in the storylines for this particular trilogy. With "Out Of Uniform", they were a little more closely linked, you saw more secondary characters popping up, back and forth. And here, they stand alone a little bit more. Will: Aside from the inspiration itself, did you have any experience with Alaska? Have you ever been there? Annabeth: That's what's the funny part. No, I haven't actually been there. I feel guilty admitting that right now. But I have done a ton of research. And I also had Alaska beta readers for each of the books. I had people who actually live in the area in Alaska, who are able to give me feedback. "Oh, this is wrong. The coast is over here. This is..." But I did a ton of reading books set in Alaska and documentaries and message boards. And then like I said, using the beta and the sensitivity readers too from Alaska. Jeff: It's so good to have readers in your readership who can be those beta people when you need them. Annabeth: Yeah. I think that it's really important. In Book Two, I have a hero who's native Alaskan. And so it was really important to me to get a couple of beta readers and sensitivity readers who themselves identified as native Alaskans so I can have that perspective come in. And so that's really important to me. Sometimes it takes a while to find the right beta reader for that particular project. Like with book one, we had some alcoholism and some eating disorders being dealt with in that book. And so what I was able to do is get beta readers for that issue. Like I had an eating disorder beta reader, I had an alcoholism beta reader, I had some sensitivity readers kind of about trauma and stuff like that. So I tried to really bring in a lot of perspectives, so that it's both authentic and it feels true to the character, but also is sensitively done. Will: I agree with you about the sensitivity. I mean, because you're dealing with some pretty, you know, heavy, serious subjects. But they're handled in an intelligent and thoughtful way that doesn't make it like preachy or a downer. So I really enjoyed that in the first book. And I wanted to go back to the second book, "Arctic Wild", which I really, really loved. Can you talk to us a little bit about the ideas and inspiration behind that particular book? Especially the themes kind of like, you know, there's like hurt-comfort going on, there's kind of May-December going on with that particular book. What was the inspiration behind book two? Annabeth: So each of the books, I wanted a different fish out of water, so different characters kind of coming. And so I wanted to do a character who was a little bit older, more settled in his life, and confident in who he is. And so I knew he was going to be older, I knew he was going to be a lawyer, I knew he was going to be fairly well off. And I wanted to do a silver fox sort of character, but I call him my silver bear, because he's also a little bit of a larger guy. I wanted something a little outside the norm for him kind of...and then I was like, "Well, so who is he going to get paired with?" Well, obviously, he's got to get paired with someone who's fun and younger, and kind of his opposite in a lot of ways. But I knew that I wanted the hook that kind of bonds them together to be this plane crash, because I knew all along that book two was going to have a plane crash, because every book kind of has its own thing. And I knew that book two's thing was going to be bush pilot, an emergency situation, we've got a crash landing. How are these guys going to deal with it, and who is the most unsuitable guy I could put with the bush pilot in the wilderness having to deal with this emergency? So I did that. And so that was kind of the thing that kind of spurred the book forward from that point. But as I started plotting, I realized that the bulk of the book was going to come after the plane crash. Because at first I was like, maybe I'll do a really tight timeline, I'll get the whole book into a week. And that just wasn't working for these heroes. They really resisted a tight timeline. So I ended up expanding it and I was like, okay, they're going to have to deal with this aftermath together. And so because they have to deal with it together, they kind of bond in a deeper sort of way, spending the summer together as opposed to just 24 hours in the wilderness. And so to me, that was a real joy to watch them evolve and change. And it's my longest book to date. You can see how thick it is. It's a monster. But part of why it's so big is kind of the scope of it. I was able to bring in the secondary characters, Reuben's daughter, and then Toby's sister and father. I have a lot of secondary characters happening in this one. And it was just really fun for me to take that initial idea--there was going to be a plane crash with these opposites attract guys, and they're going to have to deal with it--to this more sweeping sort of story where it does become, like you said, a hurt-comfort story. How do we cope with the aftermath? And the changes that it brought within each of us. So I think that's kind of what I think the book ends up doing. Jeff: You mentioned the Native Alaskan aspect in book two. And before we hit record, you mentioned that book two is also the most research-heavy of these. What kind of research did you do to get it all to work out right? Because I imagine bush pilot, plane crashes, there's research to do there, too. Annabeth: Yeah, each element, like each sort of...and a lot of times what I do is I work in Scrivener. And in Scrivener I'll have notes for each chapter. And in a short story, like I might have like a line or two of notes per scene. In something like this, I'll have a long list and it'll have the research questions for each chapter that's going to come up. Like, okay, I need to know how a pilot would handle this sort of altitude disturbance in his thing. And what would that actually mean? What do the instruments look like? What sort of plane is he flying and what's the weather like? I have to do a lot of research into that. For that, I look at message boards, I look at small plane businesses, I look at write-ups of past disasters, news reporting. I look at a lot of stuff to kind of get that one detail. Like, I won't just, you know, get one thing. I'll look at a couple of different things to kind of get a couple of perspectives. And the same thing with the Native Alaskan details. Obviously, it's not my own lived experience and I'm really aware of that. So I had the two beta readers who were themselves identifying as Native Alaskan. I did a lot of research with blogs, blogs written by people who identify as Native Alaskans. Autobiographies, I did a couple of phone interviews, I really tried to get a variety of experiences so that I could bring Toby to life in a way that was both sensitive and well-rounded and that reflected a variety of sort of different opinions and different ways that sort of their lives end up unfolding. And so I'm very proud of the amount of research that went into both Toby and the book as a whole because like you said, the bush pilot, the plane crash. I had a floor plan at one point of their rental house, I have a floor plan drawn on my office wall of exactly what this rental house would look like, where it's located, what the driveway...all this stuff. Like, I really go into the minutia. Jeff: I like that attention to detail. Because as you said, it just brings everything more to life as it goes. Now you did mention it was a trilogy, and in September, it wraps up with "Arctic Heat". What's coming in that book and can you give us a little sneak peek? Annabeth: So I am so excited for this one. I love the whole trilogy, each book was its own sort of joy to write. But "Arctic Heat" is the one that I was probably most excited about. It's close proximity. We have a ranger who's handed this volunteer and who's going to be snowed in for the season. And this does happen actually. In Alaska, there are volunteer positions where you can basically go and stay in the State Park over winter. And so you're able to basically experience an Alaskan winter with a ranger. And it's kind of cool. So I was like, "Yeah." When I heard about this, I was like, "Oh, yeah. This has got to be a romance." And so the one hero who comes from California, he's kind of a free spirit and he has no idea what he's in for. Even though he's been around snow a little bit, but he has no idea what he's in for. And then we have the older cranky ranger who also is like, he's lost his longtime partner. She's gone on to be back in the city and he's really kind of cranky about this. And he's been handed this guy, and so they're going to spend the winter snowed in together. And along the way, they're going to catch some feelings, and it's going to be really fun. And so they meet each other at training. And they're really not sure about each other. We have Quill, who's the ranger and Owen, who's the younger guy from California. And Owen has a feeling about Quill kind of from the beginning. And he's got his number. And so they end up going out to dinner. And at this point, Quill doesn't know yet that they're going to be snowed in together all winter. So Quill is kind of in the dark about that. But Owen is sure about kind of, he likes Quill, and he likes Quill a lot. And so I was going to give you guys...now if you read "Arctic Wild" in the back of "Arctic Wild" there's the first scene for this one, for "Arctic Heat". So I didn't want to read to you from that scene, because if you read "Arctic Wild" you've seen it. So I'm going to give you a little snippet of their first kiss. And it just kind of shows they're dynamic. I think it's just a couple of paragraphs and I'm just going to read it to you. And I'm not as good as my narrators, I have awesome narrators but we're just going to see. So they're leaving a restaurant here. "They each paid their share and then headed outside. The light had started to fade, the midnight sun of the summer long past. The crisp bite to the air making Owen wished he had grabbed more than his hoodie. 'Cold?' Quill asked as Owen rubbed his arm. 'A little, yeah. Warm me up, please. I know a shortcut through the alleyways back to the hotel. Lead on.' Owen followed him as he ducked down the narrow alley, both of them walking too fast for much conversation. 'Whoa!' Quill's arm shot out holding Owen back as an SUV unexpectedly backed into the alley. Yanking Owen into a dark doorway with him, Quill frowned at the vehicle which took it sweet time vacating the alley, long enough for Owen to sense Quill's warmth and nearness. More of that classic intoxicating scent, the harshness of their breathing that much sexier in the close quarters. The charged air around them was made worse with every brush of their arms. "You sure there's nothing on your bucket list?" As the SUV finally moved on, Owen turned to block Quill from an easy exit. 'Nothing I could help with?' 'Not sure,' Quill hissed out of breath which was decidedly not a resounding no. So Owen moved closer. 'I am very open minded and discreet. You could tell me.' 'You're something else,' Quill whispered. But his tone was more awestruck than censuring. 'So I've been told.' Taking a chance, Owen put a hand at his shoulder and was relieved when Quill didn't immediately flinch away or tell him off. 'Come on. Take a chance. Nothing you're curious about?' 'Like what?' Owen's voice with a harsh whisper. 'Mmh.' Owen pretended to think as he leaned in close enough to brush his lips against Quill's neck. Quill was taller but not by so much that Owen had to overly stretch. His skin tasted good, warm, ever so slightly salty. 'This maybe,' he moved to flip Quill's ear lobe with his tongue, 'Or this, so many delicious possibilities.'" And that's the look at kind of what's happening between them when they get started. And you'll have to see the rest. But I loved writing Owen and Quill. They were so much fun, it takes place over a couple of months. So we get to kind of see their progression. It's a little bit of a slow burn, each of the books in the series has been a little more slow burn. But once they get going, there's a lot of heat. And so it was a really fun one for me. And I really enjoyed kind of, whereas "Arctic Wild" had the bigger cast of characters, this is mainly the two of them, dealing with the elements of nature, dealing with each other, dealing with roommates issues. It's kind of the 'Odd Couple' in Alaska. And so it was just a lot of fun. I can't wait for you guys to get to see this in September. Jeff: Have you pre-ordered this yet? Because that forced proximity is so your jam. Will: I have enjoyed each of the books up to this point. But book three hits pretty much everything that I'm looking for in a romance. I mean, listeners, longtime listeners know, forced proximity is my absolute most favorite thing ever. So yes, that reading you just did it's like, whew, I can't wait. Jeff: I think you mentioned that this is a real thing people can do to opt to go snowed-in with a ranger. Annabeth: Yeah, they do. Yeah. So there's volunteer positions all year long with the Alaska state parks. And with the National Parks too, though, those are a little more competitive. But you can go for the summer, you can go for the winter, and they have like little yurts or tiny cabins. Pretty rustic conditions but they're looking for volunteers to basically help the paid rangers out because without the volunteers, they couldn't get nearly as much done as they can. So basically, you become a winter caretaker or a summer caretaker at one of these parks. And you get to help the Ranger but you also get to spend winter in Alaska, with all the snow and a tiny yurt. So stuff like that. And each of the sites has its own housing situation. And so that was some of the research I had to do was figure out, what would the housing situation be like at this particular site, as opposed to other sites? How are they going to get their heat? How are they going to get electric? Do they have access to the internet? All those little questions come up? Jeff: It's fascinating. Would you ever consider doing such a thing? Annabeth: I have small kids. And so sometimes that seems really appealing. Like, "Oh, I could go for three months." And other times, it's like, "No, they'd miss me and I'd miss them and the dog would pine." Jeff: Research trip. Annabeth: I'm going to say my next series is back to Oregon. We're going to be back in Oregon but we're going to be in Central Oregon. And so we are actually taking a research trip as a family towards later in the summer. We're doing a research trip to go into Central Oregon to see some of the places that will be in that series. So I'm excited about that. Jeff: Oh, cool. Not quite the same as snow in a yurt. But, you know, research trip nonetheless. Annabeth: Yeah. Well, I get to bring the kids on that one. So it'll be fun. Jeff: They might enjoy snow in a yurt. I don't know. Annabeth: They would. They would. Yeah. Jeff: You've had a prolific year, even before the "Frozen Hearts" books started coming out. You had new stuff in the "Rainbow Cove" and "Out Of Uniform" series. Are there challenges working across so many series that are so close together in release times? Annabeth: So what I tend to do is I tend to write in blocks. So all three Alaska books were written back to back to back. But in between two of them, I took a little tiny "Rainbow Cove" break. I gave myself five days to write a novella. I was like, "Okay, I'm kind of burned on Alaska, just a little." And so I was like, "Okay, I'm just going to give myself five days because I'm supposed to be writing these books back to back and I'm going to write a "Rainbow Cove" novella. And I did. I wrote 20k in five days. And that became "Lumber Jacked". And obviously editing it and stuff took more than the five days. But I got the basic draft down and then I worked on the edits for that while I went on to Alaska three. And that's how I worked a "Rainbow Cove" in. Because it's not a full length, it's a novella. And then the "Out Of Uniform", that wrapped, actually wrote that last April. So I wrote it April 2018. Then I started Alaska after that. But then it didn't come out until January because that's how publisher schedules work. And so I wrote it as part of Camp NaNoWriMo 2018. It was really fun. Loved writing "Rough Terrain". So it coming out in January was just a joy. But that kind of wrapped up a period of finishing up "Out Of Uniform" and then moving into the Alaska universe. And so I kind of go from universe to universe. I try not to hop back and forth anymore, because I've done that in the past. And I ended up having to reread a lot of my stuff a lot more when I'm going back and forth between series. And so I think the biggest challenge for me has been working in time for "Rainbow Cove" because that one doesn't have publisher deadlines. And so I tend to be overly optimistic with my publisher deadlines, and I'm like, "Oh, I'll get this book done early." And then I'll get another "Rainbow Cove" in. And lately that has not been happening. The books have been going long and complicated. And I love that. I love writing long, I love writing complex books. But it has made it a challenge in terms of working more "Rainbow Cove" in. Jeff: What is going on in "Lumber Jacked", that people who are reading "Rainbow Cove" might want to check out? Annabeth: So that one, like "Rainbow Cove", is set on the Oregon coast, and all the books are. So it has a honest to goodness lumberjack as the hero. He makes a brief appearance in book two but this stands alone. If you haven't read book two, you're fine. And it's just 99 cents and it's also in KU. It's a fun little...it's under 30K because I ended up adding a little bonus epilogue to it. But so it has a lumberjack who is an amateur photographer on the side. He likes to take bondage pictures, and so like rope, like Shibari pictures. Like, there's some really neat artwork done with Shibari. And so he meets this makeup blogger, and the makeup blogger is like, "Maybe I would like to pose for one of these pictures." And so their courtship kind of unfurls from there with photos and lumberjack plaid. And it's a lot of fun. But I really liked the chance to write my makeup blogger hero because there's been so many amazing male makeup bloggers recently, becoming even the face of some major brands and stuff. And so I wanted to show that sort of side of masculinity as well. These guys have embraced more of the makeup loving, glitter loving sides of themselves. And so I wanted to do a hero on that sort of spectrum. And so that was really fun for me to get to do him and contrast him with our big burly, older lumberjack guy. And so it's fun. Jeff: That's cool. And for "Out Of Uniform", is "Rough Terrain" the end of the line for that series? Annabeth: Well, I never say never and I do have more military in Alaska. One of my guys is a former Air Force pilot. And in the 'Heart To Heart' charity anthology coming up this fall - I'll have a marine in that one. So I haven't left military romance completely. But I think "Rough Terrain" kind of brought "Out Of Uniform" full circle in a lot of ways. It felt like book seven, a natural sort of stopping point for this part of the series right now. But I'm not ruling out more SEALs in the future. We'll just have to see what the future brings. There's a lot of things I want to explore and a lot of series I want to do. And so, we'll just have to see. But I think fans that like the "Out Of Uniform" will really like something that's coming from me in 2020, which is going to be smoke jumpers. So I've got the band of brothers again, but they're firefighters. And they're in Central Oregon, like I said. They're in Central Oregon fighting forest fires. And it's going to be really...I'm looking forward to the research and I'm really looking forward to being back with a band of brothers kind of group of friend heroes. And it should be really interesting and fun. Jeff: Is that some of the research you're doing on the Oregon trip this time? Annabeth: Yeah. So we'll be actually going to some Oregon fire stations. We'll look at like both the little towns that they live in. We'll also go to some of the state forest areas there, see some actual forest damage and stuff. I've got some different things planned for us to kind of really...I want to really get my five senses into that area, because I live in Oregon, obviously. But I live more in the valley. And so I'm going more into that Central Oregon terrain, it is way different, like you said. It's way different terrain. And so I want to really immerse myself in that to really get that flavor for readers. Jeff: That's very exciting. You've hinted at some stuff in the future like with "The Smoke Jumpers". Of course, "Arctic Heat" comes out in the fall. Anything else you can tease out in the universe? Fill us with what's coming up. Annabeth: So I have a book coming...so "The Smoke Jumpers" will be coming summer 2020. And in between, "Arctic Heat" and "The Smoke Jumpers", I have my first book with Sourcebooks coming. And it is a YA-NA crossover, little bit lower heat, but a lot of the same fun and energy that a YA-NA...you'd expect in a YA-NA crossover. I think fans who have liked some of the lower heat ones that have been rising up the charts like "Red, White, and Royal Blue", that sort of book, I think they might like this sort of tone. And it's a road trip romance, which I love road trips. Like I just said, I love road trips. And so I'm really excited. It's a road trip romance with gamer guys. They're in college, and they're going to a big gaming convention. Like imagine ComicCon, but it's for a card game that they both play. Like, Magic The Gathering, but I kind of invented a fake card game for them. So they're like these gamer guys who have to make the convention on time to get their chance in the big tournament. And it's going to be a lot of fun. I don't think they've gone public with the title yet. But it is coming in April 2020. And so I can't wait to see the cover they're doing and it's going to be really fun. It's going to be in bookstores, which is...I'm really excited about. So it's going to be in the trade paperback. Jeff: Yeah, we were excited to see...I believe it was the first of the "Frozen Hearts" series that we found in our local Barnes and Noble. Annabeth: I know. I'm so stoked. Readers keep tagging me in pictures in the wild of these books. And it makes me so happy. And readers, if you see the books in the wild, take a picture for me. I do love seeing them, I love...and if you like your local bookstore carrying more LGBTQ fiction, let the bookstore know. Even if you're not buying a book that day, say, "Hey, I'd like to see more fiction like this." Not just mine, but a lot of other authors that are coming into mass market and stuff. The more appetite there is for that, I think the more we'll see that in bookstores and stuff and airport kiosks and stuff. And so I'm excited for that. Jeff: Yeah, it's an exciting time. And it feels like "Red, White, and Royal Blue" may lead some of that too. I know that's not a mass-market book. But the fact that they're getting picked up in Target is pretty exciting. So definitely ask for those books. Annabeth: Yeah. I think the more you see that and my...and Sourcebooks has a lot sort of planned around the release of this road trip romance. That should take it to a broader audience. So I'm really excited to see some of what they've got planned and coming. And so it's been really fun to work on that. And that may end up being a series. We just have to see. Jeff: Cool. I'm thinking on your backlist, is this kind of a first for YA for you? Annabeth: Well, they're college age. And so I've done college age with a high heat level in "Winning Bracket". And then I did college age with a lower heat level in one of my freebies, "First In Line", which is set in the same universe as "Winning Bracket". And so that's a sweeter one, it just has a kiss. The one that I'm talking about is somewhere in between there. There are some love scenes, they're just not quite as graphic. And so it was kind of fun to go back to the college universe and kind of...I love that age of hero and I really enjoyed kind of being in that universe with them and that age for a little bit. And so that was fun. But it's not like YA is typically considered senior in high school and older. So that's why they're calling this kind of a crossover because they are in college but upper YA readers will probably enjoy this. Jeff: Cool. Awesome. I'm excited for that one. Will: Yeah, that sounds... Jeff: I love YA new adult so much. So what's the best way for everyone to keep up with you online? Annabeth: So I'm on Facebook. I have Annabeth's Angels as our Facebook reader group. I welcome everyone into there, whether you've read me or not. If you want to talk about fun books, we welcome people in there. I'm also on Facebook myself. I welcome people to follow me on Facebook. I'm on Twitter and Instagram, little bit less than Facebook. Facebook's kind of my big addiction. But I am on Instagram and Twitter. And I also do playlists for all of my books on Spotify. So if you're on Spotify, you can follow me on Spotify and see kind of the music that's influencing the different books. Jeff: Fantastic. We will link up to all that stuff in the show notes. For sure. Thank you so much for hanging out with us. We wish you the best of luck with everything you've got coming out later this year and into 2020. Annabeth: Thank you. Book Reviews Here's the text of this week's book reviews: Something Like Gravity by Amber Smith. Reviewed by Jeff. This was the summer book I didn’t know I was looking for. Not only is it set during the summer, but--in the best way possible--it moves like a lazy summer, filled with all the best things. It’s hard to explain that aspect of it, but it’s one of the things I loved about this book with the feel that with everything else that happens there was the vibe of the lazy summer. Something Like Gravity opens as summer break from school begins. Chris has just arrived at his Aunt Isobel’s where he’ll stay as he tries to reset after being assaulted the year before as he came out as transgender. Meanwhile, Maia, who lives across the field, is still reeling from the death of her older sister. Over the course of the summer, Chris and Maia find comfort and love with each other, reveal their secrets and are able to heal--although it’s far from easy. The meet cute for Chris and Maia is nearly fatal and sets the tone for how their early relationship works--rather adversarial. Chris goes out for a drive with the car that he gets to use for the summer and he practically runs over Maia, who was stopped on her bicycle in the middle of the road. The two hardly speaking in the aftermath but after that gravity starts to pull them together. In the hands of a lesser writer, building a story of first love set amongst loss and trauma would likely be a disaster. Amber, however, crafts a story that I had a hard time putting down because I wanted to see how things would go--both the cringy difficult moments as well as the super sweet ones. I enjoyed both Maia and Chris’s journeys. Maia’s loss of her sister looms large over her family--Maia, her parents and even the family dog haven’t figured out the way forward. Maia tries to learn more about here sister by looking through all of the photographs and the places in them. Carrying her sister’s camera nearly constantly has many in the small town thinking that she’s trying to become her sister. It’s even something she lets Chris believe--that she is a photographer and has been taking pictures even though the camera has no film. Chris’s family is also under stress. His coming out didn’t go well. Not only was he assaulted, but his mom hasn’t adjusted well and his dad seems to be overcompensating for that. He’s come to Aunt Isobel’s to figure out what he wants to do for the next school year, to give his parents time and to find himself--including getting back to running which he enjoyed so much before the attack. He also has to decide what he wants to share with Maia. Chris and Maia have a lot of internal dialogue and it works so well. There’s a lot for them to work out for themselves and it’s some of the most powerful parts of the book. Some of the lazy summer vibe plays into the romance between Chris and Maia. Amber writes their falling for each other in such a wonderful way. There’s a perfect build up as they learn more about each other--at the same time it’s complicated by big secrets. The moments of meltdown and tremendous emotional stregnth provide significant growth moments for them. The way Amber resolves all plots--Chris and Maia’s relationship as well as between them and their parents--were so well done. I loved the meaningful talks the teens had with their parents over the span of a few days. There was much to handle and, like the rest of the story, the pacing was perfect. Chris and Maia end up in a good place too as they prepare for another year of school. I’d love to see more of these two and how their story continues. Arctic Wild by Annabeth Albert. Reviewed by Will. Buttoned up east coast lawyer Ruben is forced to take a vacation by himself in the wilds of Alaska. Needless to say, the prospect doesn’t thrill him, until he meets Toby, his handsome bush pilot tour guide. Toby has dealt with tough customers like Ruben before, and soon enough they’re enjoying each other’s company while exploring Alaska – until an unexpected storm sends their plane crashing into the remote wilderness. After they’re rescued, Toby needs time to heal from his injuries. Rueben comes up with the plan that he’ll stay in Alaska for the summer, rent a house for himself and his teenage daughter and have Toby stay with them. Ruben can care for Toby, while Toby can come up with activities than Rueben can use to reconnect with his daughter, Amelia. Amelia is no cutesy romance novel kid, she’s realistically surly and constantly annoyed by her dad – but she gradually begins to enjoy her vacation, just as her dad is enjoying all the time spent with Toby. Love is definitely in the air for our two heroes, but both are unwilling to admit that it’s more than just a fling – primarily because they’re both stubborn in their own ways, as well as an unending number of outside obstacles to their happily ever after. Both of them have complicated family and work situations to deal with. After weeks of nighttime cuddles and furtive blowjobs, Toby’s injuries are finally healed enough that he and Ruben can sleep together, it’s magical – and then, as it must in all romance novels, the black moment arrives. A serious issue with Toby’s dad forces him to take a look at his obligations – he wants happiness with Ruben and Amelia, but that doesn’t seem possible. It takes some serious soul searching until Toby finally realizes that he can’t let a misguided sense of pride keep him from accepting help when needed. By the same token, Ruben can’t swoop in and solve everyone’s problems with his money and influence. As with the previous book in this series, the author takes the time to let the story breathe – giving the characters time to know and like one another, before falling in love with each other. This extra time spent on the story also gives readers a chance to know and understand the unique and complicated situation our heroes find themselves in, primarily concerning their obligations to their respective families. Annabeth Albert has written yet another winner with Arctic Wild, giving us a terrific romance featuring two dynamic and interesting heroes that readers are sure to root for.
It's the final week of Pride Month 2019. The guys wish everyone celebrating World Pride in NYC a wonderful time. Jeff talks about being homesick for New York and missing playing hockey. Pose's early season 3 renewal is praised. Will talks about the special Masterwork Experiment happening on The Story Grid Podcast where they are breaking down and analyzing the story structure of Annie Proulx's Brokeback Mountain. Jeff and author/blogger Lee Wind have an extended interview in which Lee discusses his debut YA novel, Queer as a Five Dollar Bill and how he's become engaged in discovering queer history. They also talk about the YA book blog I'm Here. I'm Queer. What the Hell Do I Read? that Lee began over a decade ago. Lee also recommends a couple of his favorite YA books and the queer history project he's trying to jump start on Instagram. Complete shownotes for episode 194 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript - Lee Wind This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: Lee, welcome to the podcast. It is so great to have you here. Lee: Thank you so much. I'm really excited to be here, Jeff. Jeff: Now, I recently read your debut novel, "Queer as a Five-Dollar Bill". In fact, I reviewed it back in Episode 189. And absolutely love it. Now, tell people in your own words what this YA novel is about. Lee: So it's all about the fact that I don't have a time machine. When I went...in 2011, I went to a game in summer camp kind of weekend. And there was a guy talking about the letters that Abraham Lincoln wrote Joshua Fry Speed that convinced him that Abraham was in love with Joshua. And I just thought he was full of it. Like how could that have been possibly been true? It's the first time I heard about it. And I went to the library, and I got the letters and I read them and because the emotions Lincoln speaks about are the same emotions I experienced when I was closeted in dating girls and sort of judging it the right thing to do, but not feeling it, I had this moment of sort of goosebumps, and I was like, "Oh my gosh, I think maybe Lincoln was in love with speed." And I thought, "Oh, if I had a time machine and go back and tell my 15-year-old self that the guy on Mount Rushmore, the guy on the $5 bill, the guy on the penny, was maybe in love with another guy, I think it would have changed my whole life. I don't think it would have taken me until I was 25 years old to fully come out. I think it would have been a game changer. But I don't have a time machine. So "Queer as a Five-Dollar Bill" is my paying it forward. I'm a writer, I wanted to write the story about a 15-year-old who's closeted and bullied and dating a girl because he kind of judges it's the right thing to do, but he doesn't feel it. And then he's assigned a book report on Lincoln and he gets the same book that I got from the library, he reads the actual letter, where Lincoln is asking his best friend, after the best friend has gotten married to a woman, "Are you now, in feeling as well as judgment, glad you're married as you are? From anybody but me, this would be an impudent question not to be tolerated, but I know you'll tolerate it for me." And he ends the letter saying, "Please tell me quickly, I feel very impatient to know." And we don't have Joshua's answer, because Mary Todd burned all the letters on that side of the correspondence. But we do know it was only four weeks later that Abraham had married Mary. So to me, it felt like wow, that, like what would happen if a kid today found that out and decided that he wants the world to know? Because everyone loves Abraham Lincoln in our country. And he thought, "Well, okay, so if he tells - the main character, Wyatt - if he tells the whole world that Abraham Lincoln was in love with another guy, he thinks it's going to change how everyone feels about gay people, cue the songbirds and the rainbow and happy ending." I do think if in our culture today if someone was to go really viral with the information that Abraham Lincoln was, wrote these letters and was in love with Joshua Fry Speed, I think there would be a huge conservative backlash and media firestorm. And that's really that what I wanted to show in the novel, how this Wyatt, how Wyatt, this main character makes his way through this incredible maelstrom of fury that he's ignited by just sharing what actually is part of American history. And then to kind of ratchet the stakes up even further, I wanted to make it, like, how was it important for a teenager today? Why is Abraham Lincoln important? So I kind of situated him in Lincolnville, Oregon, a town I kind of made up. His parents own the Lincoln Slept Here Bed & Breakfast. And when the economy of the town kind of starts to tank and they're threatened with losing their business, they bring in a civil rights attorney to help and she has an openly gay son and sparks fly between the two teens. But the main character Wyatt can't do anything about it. Because gay kids saying Lincoln is gay is really different than a straight kid saying Lincoln is gay. And he's faced with his choice, does he follow his heart and see if something might be happening with this guy, Martin? But the cost of that is letting this secret fade back into history, and nothing will ever change in our world. Or does he sort of sacrifice himself and his own happiness, and persist with the story that Lincoln was indeed in love with another guy and see if he can change the world a little bit, even though it won't change for him? So that's the story of "Queer as a Five-Dollar Bill". Jeff: And I feel like even before I read this book that I had heard, you know, some of the rumblings that Lincoln may have had a relationship, may have been gay. So I think it kind of dances around the edge of what some people know, because I can't even begin to tell you where I heard it or anything else, just that it had been kind of back there somewhere in the memory of I don't know, something. Does that even make sense? Lee: Well, it's been a big thing on "Will & Grace", the revived series. They've been doing a whole run on jokes about Jack doing a one-man play called Gaybraham Lincoln, which is sort of all about Lincoln being gay, which I think has been good on the one hand, because it's letting more people know that this is something that people are talking about, but it's also doing so as if it's a farce, as if it's not true at all, and completely made up in a complete flight of fancy on the part of this bigger than life character. When in fact, if you read the letters, it is remarkable how to me it feels so clear that Lincoln was in love with Joshua. Jeff: What was your process for researching the history? Because there's more in here than just the letters themselves. There's a lot of Lincoln history, there's comparisons drawn between Lincoln and Martin Luther King Jr. In my review, you know, I kind of likened it a little bit, you know, you go see "Hamilton" and you get this big infusion of history, while you're wildly entertained. What was kind of your process around gathering all the pieces you needed? Lee: Well, first of all, thank you for comparing it to "Hamilton." That is like the best compliment ever. I need to embroider that on a pillow or something. I did a lot of research. I started out with the letters and then I realized that I just didn't know enough. I looked around and I live in Southern California. And it turns out in Redlands, California, there is an Abraham Lincoln Memorial shrine and museum. And it's like a three-room edifice that has display cases and a gift shop. And so many of the things that ended up being part of the bed and breakfast that Wyatt's parents own were kind of taken from that real-world experience of going to this place and seeing that they actually had, you know, civil war chess sets. And they had, you know, little teddy bears that were gray or blue. And they had, you know, Confederate Flag and a Union Flag. And that was hugely helpful. And then just starting to dig in deeper to some of the things I discovered there, there's a whole sort of subplot about how Wyatt feels that there's no one he can actually talk to. And so he's developed this strange internal dialogue with this image of a soldier in the background of one of their display cases. And I actually have a photo of it from when I went to this Lincoln shrine. And it was there, it was behind all these ammunitions. And I don't know that my gaydar works 150 some years later, but definitely, there's somebody in that, they're one of the soldiers in that photo does look like he could be gay. And I thought, "Wow, what if this was the only way that Wyatt felt that he could have somebody that recognized who he was, and how sad that was that he didn't really have a friend?" And that was why I was excited to create the character of Martin so he had somebody. Jeff: Were you a history buff all along? Lee: No, I hated history. And I'm sure that they're all these teachers that are like hitting their foreheads in shame right now. But like, honestly, I never had a history teacher that kind of got me excited about the stories of history, because I really feel like the way we teach history today, and my daughter's in 10th grade right now and her history textbook could have been my history textbook from the 1980s, where basically, it's the stories of rich, white, straight, cis-gendered, able-bodied men from Europe. And, you know, history is more than that. There are the stories of disabled people and people of color and women and men who loved men and women who loved women and people who looked outside gender boundaries in history. And I kind of feel like, we have to crack that facade of that false facade of history and let people know that that there's all this amazing light and you can see yourself in history. And, you know, Lincoln and Joshua are just sort of like the tip of the iceberg. There's, you know, Eleanor Roosevelt and Lorena Hickok, there's Mahatma Gandhi and his love for this German Jewish architect, Hermann Kallenbach. There's the pharaoh Hatshepsut in Egypt, there is Safa, there's so many stories that impact us today. But we don't really know them because they don't get taught, or when they are taught, they're not taught in a sort of, queer inclusive or respectful manner. So I kind of feel like now I love history. And in fact, I wrote this novel, but as I was writing the novel, there was so much history, there was so many things that came up, so many more pieces of evidence, so many more pieces of the pie, things that made me surprised, like, I didn't really know that Lincoln was sort of a racist, even though he's credited with freeing all the slaves, he had this whole plan that he signed off on with Congress at that time to sort of, you know, explore shipping all black people back to Africa. And I didn't know that. And the deeper I dug, when I found a piece of information that kind of contradicted what I knew, I really wanted to find a way to include it in the story. Because I feel like that's what we should be doing when we find things that show that history is complex, and that people are not black and white, that it just makes it all so much more real and so much more relatable. And if we can see reflections of ourselves in the past, like if we know that there were men who love men in the past, then we can believe that we have a place at the table today. And if we know that we have a place at the table today, we can envision a future that is sort of limitless. And I want that for everyone that doesn't feel like their history is included. I want it for all the women and all the people of color and the disabled people and the women who love women and the people who lived outside gender boundaries, too. Because that's, you know, we call it LGBTQAI+ or QUILTBAG or whatever. But really, the job is about being an ally to other people. And me as a gay man, I have to think, "Well, how can I be an ally to everybody else?" And hopefully, they're thinking the same thing. And that's how we start to create societal change. Jeff:: That is wildly profound. And especially, given that this episode of the podcast is dropping in the last week of June, as you know, the queer community celebrates Stonewall 50. Lee: Oh, yeah. Well, you know, I love that we're celebrating Stonewall, I love that the gender non-conforming people that were there, the transgender people, the drag queens are getting some respect now that they were part of that and they were in fact, the leaders of standing up to the police finally. But for many, many years, Stonewall had a banner, the Stonewall Inn had a banner outside that read "Where Pride Began". And I think that's really misleading. And we talk in the queer community in America as if that's where pride began, right. Like, pride, "Hey, we're celebrating 50 years of Stonewall, Hooray." But wait a minute, Karl-Maria Kertbeny came up with the word homosexual 100 years before Stonewall. Right? Like Lincoln and Speed were writing these letters to each other 20 years before that. You know, you can go back thousands and thousands of years and there's this beautiful story from China before China was unified, where the State of Wey that the guy that ruled it, his name was Duke Ling and he had a guy he loved his name is Mizi Xia. And they were walking through the orchard one day and Mizi Xia picks a peach off a tree and starts to eat it. And halfway through, he stops because it's so delicious. He wants to share it and he gives the half eaten peach to the Duke and the Duke makes a really big deal out of it. Like, "I can't believe your love for me is so profound that you would sacrifice your own happiness to give me the peach." And something about that moment captured the imagination of people in that pre-unified China. And for over 1,000 years, the way in Chinese that they said gay love was love of the half-eaten peach. Like we have this amazing, amazing history. And we just need to kind of breakthrough that facade and let all this amazing rainbow light shine through. So that's kind of what I feel my mission is to kind of let people know that we have all this amazing history, and we can start to dive into it. Jeff: Is this all history? Because you mentioned earlier that you're not, you weren't a history buff and you hated history. Have you gathered up all of this new knowledge since you were researching to write "Queer as Five-Dollar Bill"? Lee: Yeah. So while I was writing "Queer as a Five-Dollar Bill," like I mentioned, there was just so much stuff that came up, so much evidence that I was like, "I can't really cram all this into a novel, because at the end of the day, the novel is really about a kid today." And I didn't want it to feel like a historical novel. I wanted it to be this page-turner. So I realized that maybe it was two books, maybe there was the novel. But what if there's a nonfiction book as well that presents the primary source materials, like a popup video thing on MTV or VH1, whatever it was, helps interpret, or at least how I interpret the thing? So like, there's all this talk about Shakespeare's Sonnets, and how, while they're very rarely taught, over 100 of the sonnets, Shakespeare wrote to another guy. And these are love sonnets that include really, really famous lines that we all recognize, like, "Shall I compare thee to a summer's day. Thou art more worthy, yet more temperate." That's a line that Shakespeare wrote to another guy. For hundreds of years, they had changed the pronouns of that in one of the folios. So it ended up being that for hundreds of years, people thought that Shakespeare wrote all those poems to a woman, to the Dark Lady. But when "The Riverside Shakespeare" came out, the editor of that section, he talked about how, "Well, we've restored the sonnets to their original, you know, pronouns, but you shouldn't mistake that, you know, the affection men felt for each other in the 1500s was nothing like the homosexual attraction today." He wrote this in 1970s. And I'm like, "Really? Really?" Because, you know, "A man in hue all hues in his controlling, Which steals men's eyes and women's souls amazeth," it sounds pretty romantic to me. So what I realized what I wanted to do is to create a book that wouldn't be just a book about Lincoln and Speed, but it would be a book about the broader thing, about men who love men and women who love women and people who lived outside gender boundaries. So there's 15 chapters. One is about Lincoln and Speed, one is about Shakespeare. And then there's, like, you know, a bunch of other amazing people in history, and it really presents the primary source material. And I'm really excited because today - that we're recording this - is the day that I'm signing the contract for that book with a publisher. Jeff: Oh, that is exciting. Congratulations. Lee: Thank you. It's been a long journey, long and crazy journey. Because the book originally was set up at one of the big five publishers, and I worked on it for a year and a half with them. It was approved, we were talking cover design. And then two weeks after our current president was elected, they canceled the book. I think they were concerned that it was going to be too controversial. They just didn't have the courage to proceed. And that was really devastating. And it took a long time to find a new home for it. There were a lot of shenanigans, a lot of plot twists. The agent I had had at the time turned out to be a criminal who, well, she was telling all her clients she was submitting things and that they were having all these pending book deals. She was lying. And the book was never submitted anywhere. Even after it was returned, the rights were returned to me. And the novel, "Queer as a Five-Dollar Bill" ended up getting crowdfunded because I thought that I was being, well, stonewalled by the children's book industry and they didn't want word to get out about Lincoln and Speed so much so that no one would even respond to the submissions. So I crowdfunded it. I have a blog, I think we're talking about that a little bit later. But I have a bunch of people that know who I am and what I was trying to do, and they all supported me to not just publish the book professionally, but also, what I wanted to do is raise enough money to donate at least 400 copies of the novel to LGBTQ and allied teens, and the Kickstarter funded in six days, it was amazing. And then it went on for another 24 days. So we ultimately raised enough money to give away 910 copies. So that's been really, really gratifying. Jeff: That's incredible. I mean, it's really one of the great things about publishing today is that there's really no more gatekeepers out there. Anybody can publish, get it on Amazon, get an audiobook done, etc, and get their messages out there. Lee: There still is the thing, though, that being with a traditional publisher, you generally can reach more, especially when we're talking about like middle grade, you know, or books, where you go into libraries, which I think that this nonfiction book really is a, you know, hopefully, it'll sell like hotcakes. But also, I do think that to get it adopted more broadly into schools and into libraries, I think that coming from an established publisher is really useful and really helpful. So I'm excited about that. I do think that yeah, that there are many, many fewer boundaries than there used to be - or barriers than there used to be. But at the same time, we have the additional challenge that while access to the marketplace has never been easier, the marketplace has never been bigger. So getting noticed in a marketplace, where there's over a million books that are published every year now in the U.S., is a challenge. And that's why it's so important to have safe places to find out about these things, like your podcast, and my blog. Jeff: Yes, absolutely. To spin back on "Five-Dollar Bill" a little bit and talk a little bit more about it. What were your inspirations for both Wyatt and Martin and the type of teenagers they would be? Lee: When I was growing up, or when I was coming out, I think it felt like you couldn't be gay if you lived anywhere except for one of the big cities like San Francisco or New York. And I really wanted to have a character that felt connected to nature. And that one of the thematic subplots would be, 'Could he be himself where he was? Could he be himself in small town America, in a rural community, was there a way through for him to be successfully himself and authentic?' I feel like I spent so much of my life being inauthentic, that I want to do everything I can to help teens be authentic now. So on the one hand, Wyatt was the study of a kid that was on a journey to be authentic and Martin was the flip side of that. Martin was the character that already was authentic, and was already reaping the benefits of that level of confidence. And you know, as soon as you, for me, when I came out, it was like this huge burden off of me. And suddenly, I realized the weight of it was on everyone else, right? Like, if they had a problem with it, that was their problem. But it wasn't me hiding or holding back, or pretending or acting, which I did for so long. My husband and I have a joke, where when you go to a Starbucks or something, they're always like, "What's your name?" And every time my husband changes his name. Like he just makes up different names every single time. And they ask me and I'm always Lee because it took me 25 years to even start to like myself and to accept myself. And I finally got here. And I'm like, "Yeah, I'm not anybody else. I am me. I am Lee." It's funny. I take a spin class and as a motivational thing the spin instructor does, "Who do you want to be today?" I'm always like, "Me, I want to be me." I spent so long being other people. And then also, it was really cool when I was creating Martin's character, to think about him being African American. And that being an opportunity for me to talk about the complexity of Abraham Lincoln and him not being so perfect and explore those themes a little more. And it's funny because I hear from a lot of people how much they love Martin. And yeah, he's pretty lovable. Jeff: Yeah, I really liked them both in their individual ways. For sure Wyatt...I grew up, I spent like middle school, high school, college in Alabama. So I could totally relate to where Wyatt was in his journey like he knows, but there's no way he's telling anybody. And I didn't have a Martin for a best friend. So I also loved Martin, because he was the ideal friend to have for Wyatt in the moment to show him what could be. Lee: Yeah, exactly. Jeff: What do you hope the audience takes away from this kind of history/fiction mashup? Lee: So I think a lot about words, you know, being a writer, and I think that the word homosexual isn't helping us. I think that if we, because we're so reactive and weird in our culture, in America about sex, and we are obsessed with it, and we don't want to acknowledge it. And especially we don't want to talk about it to teens. So when we talk about homosexual rights and homosexual history, all straight people are hearing, you know, to paint with a broad brush, is they're thinking about sex and that we have sex differently than they do and how do we have sex. And I just don't think that's particularly helpful. And I think that if we talked about love as sort of the binding element that makes me and my husband and our teenage daughter a family, or the love between you and your husband, if we talked about HomoLOVEual rights and HomoLOVEual history, I think we'd have a very different cultural conversation. So what the tagline of my book is, "What if you knew a secret from history that could change the world?" And I love this because it gets a little meta. But it's the challenge that Wyatt faces, right? He finds out the secret about Abraham Lincoln writing these letters and maybe being in love with Joshua Fry Speed. And he decides that he's going to tell the world because it could change the world. And then it's the same challenge that I faced because I knew the secret from history and I thought this drumming sense of responsibility, like I had to share it, I had to get it out in the world. And because I wasn't getting anywhere with traditional publishing, I thought, "Okay, well, I'm going to crowdfund it, I'm going to get it out in the world, myself." And then what I am really excited about is that it's also the challenge that the reader faces. Because when you've read the book, or you even heard me talk about the book, you know that there is something more to the story of Abraham Lincoln that has been taught to you. And it's that first crack in that facade of history. And it makes you think, "Well, wait a minute, when you see the picture of Mount Rushmore, or when you pick your kid up at the Lincoln middle school, or you're driving on Lincoln Boulevard, you know, does it occur to you that, you know, our culture has not shared that part of who Lincoln is? And does it make you feel a little more pride about the fact that you know what, we do have history, queer people, and we need to lean into it? And we have the opportunity to because there are hundreds of years of historians that are going to argue with us and that are going to say, "Yeah, yeah, it's not true. It was very typical for men to share beds on the frontier." Not that Springfield, Illinois was the frontier. But for four years, you know, Abraham and Joshua shared a bed long after Abraham could afford his own bed. "Well, it was cold." Okay, yeah. But they shared a bed for four years. It's not proof. But it's interesting. And I think that as all those things add up, we can all make our own determination of what we think, you know. Is it important for me that I convince the world that Abraham Lincoln was in love with Joshua Fry Speed? No. I think a lot about Anne Lamott, she's a writer, and she writes about writing. She has a beautiful book called "Bird by Bird". And in that book, she talks about lighthouses, and how they don't run all over an island looking for boats to save, they just sort of stand there and they shine. And I think a lot about that. Like, I need to be a lighthouse. Like I found out this amazing, cool stuff about history, and how it relates to today, and how empowering it is. And I just want to shine. And if people are interested, they can come closer to the light. And if they're not interested, no worries, you know, watch out, there's some rocks over there. Jeff: Any chance of a sequel? Because I know I would love to see more of Wyatt and Martin at some point Lee: I haven't really come up with a good angle on a sequel, I had this funny idea for...one of the other pieces of history that really struck me was Mahatma Gandhi and the story of his love for Hermann Kallenbach. And we talk a lot about Gandhi having this sort of breakthrough where he talked about it doesn't matter whether you pray facing left and I pray facing right - I may have that reversed. We're all praying to the same God. Like he had this huge breakthrough, not just in terms of, you know, a peaceful protest, Satyagraha. He changed our world in such profound ways. And at the same time, he was in love with this German Jewish architect named Hermann Kallenbach. And if he was in love with a Jewish guy, like that's actually really interesting and really germane. Like maybe that's why he had that inspiration, that insight about it doesn't matter who you're praying to, because it's, we're all sort of bonded by this sense of spiritual connection. Like, that's really exciting. And I feel like there's so many stories like that, like Eleanor Roosevelt and Lorena Hickok. Eleanor Roosevelt was the woman that after, you know, her husband died, she went to the UN and became this advocate for the Universal Declaration of Human Rights. And would she had done that if she didn't have this experience of being in love with another woman, and feeling that sort of outsider status, while at the same time being this empowered woman in our world? History starts to open up like a flower. So I don't have an exact idea for a sequel for Wyatt and Martin, but I will put it in the hopper as ideas. Reason I brought up Hermann Kallenbach and Mahatma Gandhi was that I thought, that would be an interesting thing to talk about a kid finding out about that, and how that would have changed their life. And then about, "Wait, that's the exact same story over again, I don't need to do that. I already wrote that." So for now, I'm going to focus on the nonfiction piece and some other fiction writing that I want to get to that, actually, I'm very inspired by your book too, by the "Codename: Winger" series, because I love the idea of mashing up a gay teen with a sort of spy thriller. Jeff: And I can't wait to read what you might do with that. So please, bring that to the marketplace. Lee: Thank you. I keep thinking, "Is there a way I can get gay history in here somehow?" I haven't figured that either yet. But, you know, I'll work on it. Jeff: You'd mentioned earlier that you've got your blog, which I was so excited to find right around the same time as finding the book. You've been a YA blogger for more than a decade now. I believe you said it'll be 12 years in September. And the blog is called "I'm Here. I'm Queer. What the Hell do I Read?" What led you to starting that? Lee: Thanks. Yeah, there was no safe space to find out what were the books with queer characters for kids and teens. And I remember, there was a review on Amazon for a really sweet picture book called "The Family Book" by Todd Parr. And it's sort of a cartoon-y book. And there's like one page, it says, "Some families look alike." And it's a bunch of dogs that they all have similar features. "Some families look different." And it's a tree with all these different kind of animals in it. "Some families adopt children." And it's a bunch of ducks. And on the back of one duck is a penguin. And then you turn the page and it's, "Some families have two moms or two dads." And it's a picture of two women and two men. And then it continues, and there was a review, pretty high up that said, "If you tear out the page with the two moms and dads, then this is a lovely book on diversity." And I thought, "Wow, way to miss the entire point of what diversity is." And I got so upset and so hurt, you know, because I'm a gay dad. And I thought this was an amazing book for my daughter, but also for all of my daughter's classmates to see and recognize, "Yeah, yeah, you know, some families do have two moms and two dads." And to Amazon, that wasn't hate speech, it didn't violate their terms of service, it was just somebody's opinion. Albeit kind of, you know, nasty, or at least I interpreted as nasty. And it got me thinking about how there really needed to be a safe place online, where a kid could go and find out what are the books that were out there. And when I started, there were maybe 30 books total that were inclusive of LGBTQ characters and themes for kids and teens. And what's happened over the years is that by keeping this curated safe space, where I'm not vetting all the books, but I'm making sure that no nastiness is happening on the site. We have over 500 books now in many, many categories. And it's been really exciting to see that sort of explosion of content. And yet, it's that sort of similar problem again. Like now, suddenly, there's so much content, how do you make your way through it? How do you find the things that you want? So the idea behind it was to post about the books, what's queer about the books, and then let readers add their own reviews. There hasn't been a lot of review, there's just too many places for people to leave reviews these days. So I don't see a lot of that. But I also didn't want to make it, you know, "Lee's favorite book site" because I think that that has a limited value, I thought that there was more value in it being a site that felt really comprehensive. And that's what I aim for. And then it just became a place where I could talk about the stuff that I really care about, that I want queer and allied teens to know about. And over the years, what I've discovered is that the readership is split into thirds. There's about a third, queer teens and queer and allied teens on it. There about a third of librarians and teachers and people that work with LGBTQ teens. And then there's a whole bunch of adults that are sort of reading the books for themselves and sort of healing their inner teen. And I think that there is a healing that happens. Every time I read a queer book that has a happy or even a hopeful ending, there's a healing that happens. And I think maybe that's part of why romance as a genre is so popular. I know Will was saying in a previous episode that people get on his case for like ruining the ending, but it's all romance, you know it's going to be a good ending. And I think maybe that's why people turn to it. So I know how empowering it is for me when I read something where I see a reflection of myself, and it's a positive thing. Because when I was growing up, there was nothing to read, nothing positive. The only queer characters were like evil pedophile villains, it wasn't particularly helpful. Jeff: Yeah, that's, unfortunately, the case in the history that you and I have from that era when we were growing up. In the decade-plus that you've been running the site, other than just more YA, how have you seen it all evolve? Lee: There's more, and there's better and there's deeper, and there's less preachy and there's room for it all. It's funny, there was a kind of push a few years back for...well, maybe we're beyond the coming out story. And I kind of got my dander up a little bit on that. And I felt like, "Well, we're never going to be beyond the first love story when it's, you know, a straight romance. So, Andrew Solomon has this great book that he wrote called "Far From the Tree" and it's a nonfiction piece. And he talks about how, you know, when your identity is...where you're the apple that does fall far from the tree, or falls from the tree and rolls across the, you know, down the hill and across the orchard, when you're queer, most likely your parents were not. And so you have this moment where you have to find your sense of community outside of the family that you grew up in. A lot of other identities, you share that. Like, usually, like me, I was raised Jewish and so I would, you know, my parents were Jewish. So I sort of shared that identity. For all of our identities, we sort of are either sort of close to the tree or far from the tree. And when you're far from the tree, there's more work involved. So coming out, I think is going to continue to be this universal thing. Because just like, you know, my daughter has two dads, but she's straight. So in a funny way, she's going to have to, you know, she had a bit of a coming out where she had to tell us, sort of, you know, abashed, hoping that we'd be okay with it, that she was straight. And we had a good laugh about it. Because it's not that big a deal for us. We just want her to be her authentic self and to be happy. So we do want to have coming out books, and we also want to have books where being gay, like your character Winger, Theo, where it's the least interesting thing about him. I loved when you said that in your interview. Because yeah, we want those stories, too. It's like in acting, right? In improv, the rule is yes/and. So we want these books, and we want those books. We want the fantasy, we want the romance, we want the science fiction, we want all of it because truly, if you look at the numbers of books that are published - traditionally there about 5,000 books published a year for kids and teens. And then, if you look at the world of self-publishing, let's say that 5,000 are doing it really beautifully. And the books are indistinguishable with the quality of that from traditional publishing. That's 10,000 books a year, a year. And you have all those years going back too. So what we want is the opportunity to sort of have all of those books and right now we still only have like 500. So we have a long way to go. We need lots more books, we need lots more voices, we need people writing their own voices, stories, we need more diversity included in everybody's stories because truly, you're not going to have a classroom today that doesn't include someone that's LGBTQ, we need it all. Jeff: That's very true. Given that you had the blog, did you always see yourself eventually writing the YA novel that you did? Or did that just kind of manifest itself because you have the story to tell? Lee: I've always been a writer. I've written...I remember one summer when I was like between 9th and 10th Grade in high school, I was like, "I'm going to write a novel." I sometimes think of those poor characters still trapped in the broken space station that was orbiting the Earth. And I'm like, "Oh man, I have to do something with that someday." I don't think I will. I've always written. I think that for the last 14 years, I've really focused on writing for kids and teens. I also write picture books and middle grade. And when I found out this thing about Lincoln and Speed, it really inspired me to focus on writing that as a novel. I think that the blog has been a way to have my voice heard in a more direct way, and not wait for somebody to tap me on the shoulder and say, "Okay Lee, we're ready for what you have to share." So that's been really empowering. I remember, when I started the blog, there were very few people reading it, and I would get all excited, I'd be like, and I'd tell my husband, "Hey, 15, people went to my blog today." And I was so, so excited. And now, all these years later, we passed 2.6 million page loads. I get between, you know, 15,000 to 25,000 page views a month. It's remarkable, and humbling, and also a really cool responsibility to continue to maintain this safe place. And at the same time, I'm trying to keep writing and work on the new stuff, which has been really a good thing, because balancing the day job and the blogging, there's a lot but I have stories I want to tell. And I'm going to keep trying to tell them. Jeff: Good. Yeah, keep putting it out there. Because we always need more, to be sure. For people who haven't seen the site yet, and we're certainly going to link to it in the show notes. It has an amazing hero image across the top of the superhero. Where did that come from? And where did the name come from? For folks who might question the name too, because I have a pretty good idea where the name came from. But let's hear it from you. Lee: Sure. So "I'm Here. I'm Queer. What the Hell do I read?" is a play on words of something we chanted in Act Up in the '80s and '90s. The chant was "We're here. We're queer. Get used to it." And I thought, well, my issue is a little more "What the hell do I read?" Because I felt so starved for any books that included somebody like me. I mean, you know, I grew up and I really and truly thought I was the only person in the world that felt the way I felt about other guys. And which was super ironic, because I have an older brother, who's five and a half years older, and he's gay too, but we never spoke about it. We are the children of immigrants and when my parents came from Israel, they sort of brought all their homophobia with them. And the American culture at the time was super homophobic, especially where we lived outside Philadelphia. It was not a safe place. And it's so amazing to think that you can grow up and feel like you're the only person and everything I read, I was obsessed with the series by Anne McCaffrey called the Dragonrider series. And there was this super between the lines, sort of thematic thing that you could maybe interpret that there was gay stuff happening in that world, but you had to really stretch for it. And looking back, I think, well, maybe that's why I was so obsessed with that book, with that series, because there was some faint, not even mirror reflection, but like the gleam of a tarnished piece of silverware. I was like, "Wait, wait, maybe that's me." So that's where "I'm Here. I'm Queer. What the Hell do I read?" came from. The image happened a few years later. I had been running the site for about two years, it had been doing really well. And I realized I wanted to have a customized image. And yet, it's a pretty wordy title. So I realized I needed an image that didn't have any additional words to it. So I contacted someone I knew, an artist I knew, Jim DeBartolo. And, I said, "Look, I need an image that says empowerment." And he came up with this sort of superhero moment of like ripping the denim shirt off. And there's this sort of T-shirt underneath with the sort of superhero logo, which is the website, which is leewind.org. And it was funny. We tried to play with the sort of partial face that you see, we tried to, you know, could we make it a person of color? Could we do some things with you, know, the physique? But ultimately, it was sort of an avatar of me, and it took me years to admit it that's sort of what of course it is, it's an avatar of me, but I don't have that good a jawline. But at least in my mind, I think that it's been this sort of symbol of empowerment. And that's really what I hope that people get from visiting the site, from reading anything I write. I want them to feel empowered. Jeff: I like that. That's a great story behind that. Lee: Thanks. Jeff: So relying on your...I'm going to call it a YA expertise because of the site that you run. What are three or four titles of current YA that you would recommend our audience to take a stab at? Lee: Sure. So I have to start with "Carry On" by Rainbow Rowell. I know it's not super recent. But this is the gay Harry Potter book that I wanted so badly. And I was so frustrated that JK Rowling didn't include Dumbledore as being gay in the canon. It sort of was outside the books that that revelation happened and you can go back and sort of, you know, read subtexts and stuff. But I really was hoping that there would be some sort of, you know, on the page, queer love or something, and it didn't happen, there was really nothing. And, you know, Rainbow Rowell, she wrote two books, one about the girl that writes the fan fiction, which is called "Fangirl", which is really good. And then there was this book, which was the fan fiction, that ended up being a huge success on its own, called "Carry On". And I don't want to say too much, but it is absolutely brilliant. And if you are queer, or love queer stories, and you had any connection to Harry Potter, and that sort of world of magic, you've got to go read this. It's just wonderful. Jeff: Excellent. Her books have been on my TBR forever. And I actually need to take the leap and read them. Lee: Read this one first. It's just you will be so happy you did. Jeff: So you mentioned the nonfiction that you've just signed the contract on and other stuff noodling around in your head... anything else you want to shout out that's coming up soon for you? Lee: So there are a bunch of things percolating. But nothing has come to full boil yet. So I will let you all know when it does. Jeff: That is fair. I can't wait to hear what they are. Because I think that, yeah, having read the one book from you, I'm looking forward to reading so much more. So where can people keep up with you? There's leewind.org as we talked about, which is the "I'm Here. I'm Queer. What the Hell do I read?" site. Anyplace else people should be looking for updates? Lee: Yeah. I mean, I'm playing around with Instagram. I'm trying to do this thing. I had the idea that we could do a #queerhistoryiseverywhere. And I wanted people to upload photos of Abraham Lincoln or the word Lincoln wherever they saw it and just start posting it on Instagram. It hasn't exactly caught on yet. But I still like that idea. Jeff: Maybe our podcast listeners will play along with that. Lee: Oh, yeah, that would be really fun. And also, I mean, as, you know, more queer history happens. I was speaking at the Bay Area Book Festival recently and someone came up after my panel and they said, "Did you know that Bābur from the Bāburnāma when he was a teen he was in love with another boy?" I was like, "Really?" Totally, I have sitting on my desk right next to me right now the "Bāburnāma" and indeed, when he was 18, he was in love with this other boy. And it's so exciting to find out this stuff. So I feel like because it's been hidden, the more we can crowdsource this information and share it and then all amplify each other. I think it's very, very exciting. Jeff: Very cool. So we will link to all that stuff, the books we talked about - everything else - in our show notes. And Lee, I'm so glad we got the opportunity to talk, spread the word a little bit more about this book and the website and thank you for all you're doing to get more out there about YA literature too. Lee: Thank you, Jeff. I really want to say thank you to you and to Will. I'm really a fan of the podcast and getting to be on it as a real thrill. So thanks.
Jeff Swystun who in a previous life was the CMO at Interbrand, and the CCO at DDB Worldwide. He then saw the light, escaped the cubicle and went out on his own to become a consulting CMO to brands wanting to lead. But where it gets interesting is Jeff has just released a book called Why Marketing Works, in which he identifies through a mountain of his own roll-up-the-sleeves research, 7 timeless principles that well and truly prove his thesis. Rest-assured, his 7 principles apply to businesses of all sizes, industries, and types of business, whether you're selling B2B, B2C or my favourite P2P! A little bit more about Why Marketing Works author Jeff Swystun ... Jeff acts as a consulting chief marketing officer to leading brands and brands wanting to lead. He loves to solve complex business challenges through branding and marketing. For large branding and marketing engagements, Jeff accesses a network of talented top-tier consulting, agency & design professionals. It is a collective of on-demand experts and implementers that focus on branding and marketing. His book, Why Marketing Works, won the Publish or Perish writing contest and reached #1 in advertising on Amazon. He hopes that The New Yorker, one day, will publish one of his short stories. So strap in as Jeff shares: Misconceptions business owners have about marketing Why marketing works! How he researched the book His 7-principles that prove his thesis of why marketing works Plus plenty more business and marketing insights ... “Tell stories and lots of them. They're the currency of humankind.” - Jeff Swystun, Why Marketing Works Here's what caught my attention from my chat with Why Marketing Works author Jeff Swystun: Use emotion to connect as quickly as possible with your prospects and customers. A great way to do this is to show that you understand the problems they have that you can solve. Build a community around your brand. In an era where we're all looking down at a screen way too much, the idea of bringing people together excites the hell out of me. ** Awkward conversation time! ** I've been pretty hopeless at doing this! Build relationships - As Jeff said, “We're all emotional beings looking for relevance, context, and connection.” Jeff Swystun Interview Transcription Tim Jeff Swystun welcome to the small business big marketing show. Jeff Yeah. So happy to be here. Thanks for having me on. Tim Now Jeff as one marketer to another. I would love to know what your definition of marketing is? Click Here To Download Full Transcription Resources mentioned: Jeff Swystun's official website Buy Why Marketing Works here Buy Steve Sims Bluefishing : The Art of Making Things Happen here Interviews I've done with three other business authors: Darren Finkelstein - How to thrive when those around you aren't Andrew Griffiths - How to write a book for your business Michael Gerber - How to grow from a company of one to an enterprise Winner of this week's Monster Prize Draw is Damien De Caneva of Point Cook Physical, who, according to his website, doesn't just treat injuries, he prevents them! “We're all emotional beings seeking relevance, context and connection.” -Jeff Swystun, Why Marketing Works Please support the following businesses who make this show possible: American Express Business Explorer Credit Card Let your business expenses reward you. Every year. Switchnode Australia's Internet isn't great. That's why Switchnode exist. The solution is here and it's wireless. If something in this episode of Australia's favourite marketing podcast peaked your interest, then let me know by leaving a comment below. May your marketing be the best marketing. [ For more interviews with successful business owners visit Small Business Big Marketing ] See omnystudio.com/listener for privacy information.
Jeff opens the show talking about the work he's doing on the manuscript for the Hat Trick re-release. New patron Lucy is welcomed. The guys talk about Tales of the City on Netflix and the new season of Pose on FX. Will reviews Anticipating Disaster by Silvia Violet while Jeff reviews Prince of Killers (Fog City #1) by Layla Reyne. Jeff interviews Layla Reyne about the new Fog City series as well as how it felt wrapping up the Trouble Brewing series earlier this year. They also talk about Layla's RITA nominated book, Relay, and the upcoming fall release, Dine with Me. Complete shownotes for episode 193 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript – Layla Reyne This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: Welcome Layla back to the podcast. It’s great to have you here. Layla: Thank you for having me back. Jeff: I had to have you back to talk about this new series, “Prince Of Killers,” as listeners will have heard right before this interview, blew my mind to pieces and back. Layla: That’s what I wanna hear. Jeff: Tell everybody what this new series is and in particular what they have to look forward to in “Prince Of Killers.” Layla: Sure. So the series is “Fog City.” It’s set here in San Francisco. It’s a new romance suspense series. You don’t need to have read any of my series before that. I won’t say that there aren’t some Easter eggs for those that have, because we are all existing in the same place and time. But, this is a little different because this is following a family of assassins. So in books one to three of the “Fog City” trilogy, starting with “Prince of killers,” you’ve got Hawes Madigan, who runs a cold storage business by day, a very successful family kind of business in the city. And then by night, the families, they’re assassins. And he and his two siblings, Helena and Holt, are kind of the triumvirate that is currently the heir apparent. He’s the heir apparent and they kind of all run it together. His grandfather is ailing and so that’s kind of the setup and fairly successfully he is making some changes in the organization. And so in comes…in the first scene, which is actually set at one of my favorite restaurants in the city, Gary Danko, walks Dante Perry who kind of has this strut about him, you know, long hair, looks like a rock God. But he’s carrying a gun, which he immediately notices, Hawes does, and Perry tells him, “There is someone trying to kill you.” And Hawes kind of laughs it off to start with because, dude, he runs an organization of assassins. That’s what they’re paid for. But then as Hawes and the family come to learn, it does look like someone is trying to stage a palace coup, so to speak. And so “Prince Of Killers” involves sort of the first stages of that and them trying to figure out who it is. And Dante has his own motivations as well. You know, he is trying to find the killer of someone who was close to him and Hawes doesn’t want him to find out who that is either. So I will leave it at that without spoiling too much. Jeff: Let’s talk about the elephant in the room a little bit, and that is the fact that while you have left, for example, the books of the Whiskeyverse on some subtle cliff hangers, this one’s bigger than normal for you. Layla: Yeah, I’m not hiding anything, guys. This one’s got a cliffhanger. I wouldn’t say anyone’s life is in jeopardy, but it’s definitely a cliffhanger. I have made no bones about that “The Usual Suspect” is one of my favorite movies. So hello. And, you know, I grew up in TV land and so I love cliffhangers and I kind of embrace it with this. And, you know, the good thing is the plan is for all the books to be out this year. All the covers are done. By the time this airs, book two will be in the hands of editors and I should be working on book three by then. So, they will all come this year and it’s in the blurb. So you know, everybody, fair warning. I’m not trying to hide it here. So… Jeff: Yeah. And I love how you make the analogy to TV because I would put the cliffhanger that you did on the level of like the mid-season break. Not quite the end of season break, but that mid-season, it’s Christmastime, we’re gonna go away for a while and we’ll have a big thing when we come back. Layla: That’s right. It’s the end of November sweeps. Jeff: Exactly. Layla: That’s where we’re at, not gonna lie. And then book two picks up right where it ended and goes on in there. Jeff: Yeah. Which I’m super looking forward to. Layla: I’m writing. It’s been a…It’s fun and, you know, I can’t…yeah, I can’t spoil anything. Jeff: Yeah. Don’t say anything else. I don’t wanna know. I don’t want the listeners to know. Layla: Okay. Okay. Jeff: What was the inspiration for “Fog City” overall? Because since you’ve gone with this family of assassins, it’s certainly different from what we’re used to in the Whiskeyverse where you’ve got all the, you know, FBI agents and other kinds of, you know, law enforcement as your main characters. Layla: So ironically, I was wandering through Wander Aguiar’s photography website looking for covers for a different project and I saw this picture of what will be the book three cover. And I had to know what the hell is their story. I mean it just jumped at me and I was like, I have to know the story. And then one of my good writer friends, Allison Temple said, “You can’t buy the pictures until you have a story.” She’s like, “Do not spend the money.” So by the end of the weekend, I had the story. I had all three of them and then I was like, “Okay, so let me piece together the three covers.” And so that’s kind of how it, in its original, came about, you know, thinking about doing it. So art really did inspire art in this case because the photos were just amazing. I wanted to branch out and do a little bit of something different. There have been hints of the people in the gray area, you know, Jamie, good guy, but some of that hacking is not exactly on the up and up. Mel, I think we saw go more and more, you know, in her bounty hunter business and be a little bit more flexible once she left the FBI. And so kind of going from there and wanting to play more in that gray area and having read books too, L.J. Hayward’s “Death And The Devil” series, in particular, you know, it’s fun and it’s to some extent pretty liberating. I don’t think it was…it wasn’t harder. There are less rules. Right? I don’t have to check the FBI’s hierarchy chart every day to make sure I’m naming someone the right position. So in that regard, it’s actually been a bit easier. Jeff: Your shades of gray is 100% right because it’s not a spoiler to say that Hawes, not only did he have the legit business on the side, but he’s even trying to modify the ways that the family does the assassin business to make it, I guess, less bad maybe. Layla: Yeah. So, there’s an event that happened three years ago that kind of drives a lot of the series and when you read you’ll find out what that is and to the extent it drives Hawes’ three rules, which are in the blurb, which is no indiscriminate killing, no collateral damage, and no unvetted targets. So, if they’re not…He is turning the organization away from kind of the killing machine that his grandfather, Papa Cal, was. And his parents were very methodical, very efficient, not a whole lot of emotion in it. And so, he’s trying to find the balance between those two of it being, you know, I don’t wanna say the killer with a heart of gold, but he is a killer with a conscience. And so he doesn’t even like the moniker Prince of Killers and what that stands and how it came about, which you’ll read about in the book as well. So, he’s definitely a great character. And then when you look at the broader picture of everyone in the series, Holt is, you know, this…he has a kid and he is, first and foremost, a father, right? And he is a hacker and he, because of where he’s at in his life, has pulled back to being kind of the digital assassin of the bunch. And then Helena, who is the sister, who is my typical female complete badass, love her, she works for…she does a criminal defense work in her day job where she is actually working for people who are wrongfully accused. And so there’s some shades of gray in her as well. And then even one of the other side characters is the chief of police who has an interesting relationship with the Madigans and he knows that there is some benefit to what they do and you’re gonna find out there’s some backstory with him as well as to where he is. So, there’s a reference to him in…If you’ve read “Trouble Brewing,” there’s a reference to him in “Noble Hops.” It’s the same chief, for those who are watching, that read that. So… Jeff: That was one of the Easter eggs that I missed. Because you and I have talked about the Easter eggs and there was some that I caught it and some was like, “Dang it.” Layla: So that’s one of…he’s the new chief, you know, that’s a little bit more flexible in the way things are done. And so everybody…and then Dante is also, you know, playing in his shades of gray as a PI and how far he’s willing to go and what he’s doing personally and professionally. Like where’s that line for him? Jeff: Helena is the one that I found the most interesting in her shades of gray because here’s an officer of the court who occasionally does some, you know, very illegal things, which isn’t to say that, you know, all lawyers are, you know, on the right side of the law. But for her, it seemed like really… Layla: Right. And she makes a line about balancing out her karma, right? That’s kind of how she approaches it to some extent of, you know, part of what they’re doing and why he…particularly Helena and Hawes are so well aligned like that, you know, Hawes wants the contracts of the people the law can’t reach or that escape the law, you know, who get around it, let’s just say, because of who they know or who they pay. And that’s kind of who their targets…that’s the targets he wants. People that have, you know, skirted justice for nefarious reasons. And her day job is the people who justice has wrongfully done. And so they kind of work hand in hand and her feeling on it plays to both of her careers. Jeff: You mentioned in this book you had less rules, so like, you’re not looking upon the FBI flow chart and things. Were there challenges to coming at these characters who had these shades of gray or was it…”free for all” is a little bit much, but certainly more freeing I guess. Layla: Yeah, certainly challenges. Though, I mean, you still have to balance the fact that, “Hey, they’re killing people.” Right? And how you balance that with their conscience, with the people around them, particularly Kane, who was the police chief, has a lot to deal with and going on kind of. So yeah, I mean it is definitely there. There were different challenges for me, I kind of liked it because I got to go a little bit more, even though it’s a shorter book than usual, I think going into their heads more than I typically would because there’s a lot more internal conflict – while still having tons of external conflict. I felt like there was more internal conflict about what they’re actually doing than, you know, being an FBI agent and knowing you’re on the right side of the law. So this was more…they had to kind of walk that line, particularly Hawes. Jeff: One of the things I like most about the book that is…in a lot of ways, it’s separate from the romance and it’s separate from the suspense element a lot is the family unit. And it’s a recurring theme, at least in the books that I’ve read of yours from, you know, Irish And Whiskey and their families. And then what we see of the families in “Trouble Brewing” of the main characters. And here I really feel like maybe it’s because we’re so much closer to the family that we really, even in the shorter book, get a lot about Hawes and Holt and Helena and their interaction with each other. What was your plan as you like populated this family and the characters that you wanted to put on the page? Layla: So, it kind of, I would say, came about organically to an extent. The first scene I wrote like that weekend when I saw the pictures, I wrote it and then I posted it in my little reader group’s like, “I hate you.” And in that first scene, actually there’s a reference to the siblings, but you actually don’t see them, but then they pop up. And part of it too was I had already found their pictures as well. I kind of knew who they all were, but, I also knew who we needed to do X, Y, and Z from a plot standpoint. I also didn’t want Hawes to be an island to himself. Right? And to some extent, giving the life that he lives. And, you know, the two aspects of his life, that family is gonna be the only…like they can’t really let anyone else get close. Right? And so, they’re so tight with the family. That’s the only people they trust. And so, that’s, I think, particularly why, you know, that’s who he debriefs with. That’s who they’re planning with and everything because that’s kind of it. And then, sort of, you have in that expanded family, you also have Holt’s wife, Amilia, and you have the grandmother, Papa Cal’s wife, and like that’s the tight-knit crew. And it has been that way for that family for three generations. And that’s kind of what you find out is that, this is what they do. And because of that, they have to keep it close to the vest and the families who they trust. Jeff: But even through that, you’ve got Helena pushing on Hawes to make the connection to find somebody. Which I love because even as all hell’s breaking loose, it’s like think about doing that because you could have what Holt has. Layla: Yeah. They both…you know, Holt’s happily married with a kid. And I think for both, for Hawes and Helena, you know, that’s the ideal. Their parents were happily married, right? Papa Cal and Rose were. So you can have happiness, right, in this. You just have to find the person who accepts it and where’s that line? And Dante is someone who could be that person, right? He comes in and he seems to know what they do. He seems to be okay with it. And it’s got a hint of insta-lust for sure. Like they’re immediately attracted to each other, but it’s not until later where Hawes kind of starts to think, “Huh, here’s this person who maybe gets it and is okay with it,” the way that Holt and Amelia ended up working out. And Amelia is part of the group, she actually has her own specialty with pressure points and being kind of a perfect Trojan horse for the group because she’s not as out there as the rest of the Madigans are with the business. So yeah. So, he starts to see that. And Helena is kind of also walking a thin line of, “I wanna be happy, but do we know who this dude is?” Right. “Hey, Buddy. Okay, go have fun. But be careful.” So, he’s trying to be the rational one in that scenario. Jeff: So, we know that this is a trilogy. How far does “Fog City” go overall? Do you have a grand plan? Layla: I do, I do. Hawes and Dante will have a trilogy. So they’re the main characters through books one to three. And then Helena will have a book and then there’s another fifth book, but I’m not gonna say who that is because that’ll spoil things. But everybody will get their HEAs by the end of it. I’m looking at five and then I’ve got some ideas for spin-offs and I may already have some cover photos bought for them. I would say I like building big verses, right? I mean, I grew up…I mean my intro to really reading a lot of romances, Kristen Ashley, and I love that big verse concept. And so I like building them too. Jeff: And if you, you know, put it back on TV, I mean, you look at things like the Arrowverse and all of its characters or all of the Chicago shows on NBC, you can have all of your one big, huge comboverse. Layla: Yeah. No, and that’s kind of like that. I grew up in all that too. I was a TV person first. I come from that world where it is all intertwined like that. I like doing that. I like cameos and seeing characters and it’s fun. And you know, Mel runs everything, just remember that. That’s all you need to know. Jeff: Even if the characters don’t know that, she’s really in charge. Layla: Everything. Yeah. Jeff: Now, we gotta give you a congrats too because in the midst of you getting this ready, it was announced you’re a finalist for the Romance Writers of America RITA Award, for the book, “Relay.” Layla: Yes. Yes. Jeff: Which is awesome. For those who don’t know, tell us what “Relay” is about. Layla: “Relay” is book one and the “Changing Lanes” duology, which is “Relay” and “Medley.” So, two books. The duology follows the four men who are on the U.S. men’s medley relay team, swim team. And so, the first book, “Relay,” which was nominated, is about Alex Cantu and Dane Ellis, who had a little summer love affair at a training camp 10 years ago and didn’t go well because Dane is the son of an evangelical minister and very closeted. And so he ends up on the same Olympic team with Alex, who is the team captain, who’s worked his tail off basically to get where he’s at and he is…you know, it’s enemies to lovers to start. Obviously, there’s a lot of friction there from what happened in the past. And then they end up on the relay team together, have to work together. And so then you’ve got a bit of a second chance love story. That’s what it rolls into. And so you see up through the first two legs of training camp and Olympic training in the first book. So you see the two domestic sites. And then in the second book, “Medley,” which follows the other two characters, Boss and Jacob, that’s a mentor-mentee. A little bit of an age gap, like 26 to 19, I think. And Jacob’s this lovely like pirate-quoting cinnamon roll. I love him. He’s so much fun. And two bi characters. Jeff: Pirate-quoting cinnamon roll? Layla: Yeah, he’s a cinnamon roll character, like, he’s a total dork. Jeff: I love that description of him. Layla: And so, then you see international training in the Olympics in that book. So they go hand in hand. And I’m really…you know, there are definite problems with the RITA awards has been brought up with getting better representation. I am happy this book got through. Alex is a character of color. And, you know, when I wrote this, I wanted to say, you know, “This is the U.S. Olympic team, a representation that I would like to see,” right, that’s diverse in sexuality and race and, you know, I’m glad that it did get to the finalists because that’s at least out there. Jeff: And again, congrats for that. That’s cool. I’ll have to go pick that up now because I have not picked up your sports books and I’m certainly like a sports romance lover anyway, so… Layla: One of my good friends was a competitive swimmer up through college and so I talked to him a lot and then one of my other friends swam up through high school and then a little bit in college too. So, it was something different, you know, and I think it was right about the Olympics time where we started talking about that idea and then it just rolled. Jeff: As I mentioned, there was some research involved there too, just to know what the training program was like and where it happened. Layla: And then some of it was my own, like, but too, they go to Vienna for training and I studied abroad there. And I’ve kinda always wanted to put it in a book. And so that was a lot of fun – everywhere there is somewhere that I went and even the fight that happens up in the wine country kind of happened to a friend. And so it was interesting like to see kind of, it was a different source of the fight, but you know, I was traipsing through this little village in the middle of the night going, “Where’d you go?” Jeff: That’s awesome. Drawing from real life events. You’ve got a bit of a con schedule going on this year. You’re headed to BLC so you’ll be at the first incarnation of Book Lovers Con in New Orleans, but you’re also making your very first trip to GayRomLit this year. Layla: I know, I can’t wait. It’s finally back out here, relatively close to us on the West Coast. I’m so looking forward to that. You know, I loved…I’ve been to an RW International and then I went to RT last year and I love the reader interaction like that. I like that part of it so much. And so that’s why I’m going back to Book Lovers Con to get more of that, but then I really want to go to GRL because those are particularly our readers, right, and my favorite authors, so I can’t, you know, wait to meet some folks. See folks that I met last year, meet others, and then like… two of my closest writing friends I’ve never met in person, they’re both going to be there. So I can’t wait for that. Jeff: So name drop a little bit. Who are these people you’re meeting in person for the first time? Layla: Well, what’s cool at Book Lovers Con is that I’ll get to meet Annabeth Albert, who’s been a sprint partner, publishes with the same…with Carina Press too. So that’ll be awesome. But then, yeah, at GRL, it’ll be Erin McLellan, who you actually reviewed “Clean Break,” and Allison Temple. So we’re looking forward to that. Jeff: Very cool. Now, of course, “Fog City” continues through this year. I know you’ve got at least one other book sneaking it’s way out there. What else is coming up this year? Layla: So there’ll be the three “Fog City” books and then “Dine With Me” comes out in September and it’s very different from everything else. So, well, I guess not, you know, if you read my books, and even in “Fog City,” there’s food, there’re restaurants because I am a complete and total foodie. And so “Dine With Me” is kind of my love letter to restaurants that I’ve loved, to food experiences that I’ve loved. And it follows Miller Sykes who is an award-winning chef who gets a diagnosis, a medical diagnosis, and basically if he gets treatment, he will lose his sense of taste. It’s a high likelihood that the treatment and surgery will compromise the sense of taste. And as a chef, dude, how? Like even as a foodie, you know, God, I can’t imagine and I can’t even…as a chef, wow. And so rather than get treatment, he decides to go on the last tour of his favorite meals. And it’s not just high end, you know, it’s dive bars and, you know, there are high-end restaurants also all across the spectrum for everything a different place offers. And that’s partially my experiences too, everywhere there is based on somewhere I’ve been. And then Clancy Rhodes who is the financial backer for this effort is kind of along for the ride. He’s a total foodie, experiencing it, and how he starts to piece together what’s going on and also starts to realize they have a lot in common. Despite, you know, a bit of an age gap and coming from different places in different worlds, they are both kinda facing these great expectations and how to handle that. And he has to convince him that, you know, life is more than just your taste buds, right, and that love’s worth it. And so it’s the book of my heart. It’s been in my head for years. I’ve sat on the first chapter since 2015, 2016 it was on the initial list of blurbs I gave my agent, and we finally found a place to make it happen. So I’m super excited about it. Jeff: That’s awesome because it’s always good to get the book of your heart out there. Layla: Yes. Yeah. Like I said, it’s different. You know, there is a ticking clock aspect to it given the diagnosis and what’s going on but, there’s not a car chase, which is unusual. But it’s a much more internal book and a lot of food gushing. So, you know, I generally say have snacks and tissues, just FYI. Jeff: That’s not really a bad thing for any book to have the snacks and the tissues nearby. Layla: You’ll really need it. So, I’m excited. That comes out September 16 and that’ll be from Carina, that one will. Jeff: Cool. And I have to ask before we wrap up, how was it to wrap up the Whiskeyverse for now – as “Trouble Brewing” wrapped up earlier this year? Layla: Yeah. I mean, good. Right. I like where everybody got to. I loved writing that last scene in “Trouble Brewing” and “Noble Hops.” You know, it was just kind of a nice – everybody’s where they should be. Right. I was glad to give everybody their happily ever after there. I did see some things, which are in the pipeline. And so, things may happen in the future depending on time and whatnot. But I’m excited for it and I’m glad Nick and Cam and Mel and Danny and Aiden and Jamie all got their happy. They definitely deserved it. Jeff: Yeah. Yes, they did. They worked for it. Layla: They worked for it. Jeff: Yeah. It was such a satisfying read. If anybody hasn’t picked those books up, they need to for sure. Layla: Thank you. Jeff: So what is the best way for folks to keep up with you online so they can keep track of all the “Fog City” releases and the upcoming “Dine With Me” and everything else? Layla: Yeah, so probably my Facebook group, Layla’s Lushes is where I’m at the most. And you can find a link to that on my Facebook page too, which is just Layla Reyne. So, that’s me on pretty much all the platforms on Twitter, Facebook, and Instagram. I’m on Instagram a fair bit. There’s a lot of food and my pugs there, so just FYI. I would say the reader group and the newsletter too, which is on my website, there’s a banner, so it’s laylareyne.com and you can follow and find it there. Jeff: Yup. We will link to all that in the show notes along with all the books. The reader group is the place to be because it’s where you find out about like, oh, the first chapter of “Fog City” well before anybody else does. Layla: Yeah. I kind of like…I have a hard time sitting on stuff. I ran one of the big “X-Files” spoiler sites back in the day, so if that tells you anything, I’m a bit of a spoiler junkie and have a tendency to spoil things though, just FYI. Jeff: Yeah. Everybody should go join up with that if you’re into Layla’s books in any shape, form, or fashion. Layla: Yes. Jeff: All right. Well, Layla, it’s been so good talking to you. Thank you so much for the great read that is “Prince of Killers” and I look forward to keeping track of “Fog City” as the year progresses. Layla: Excellent. Thank you so much for having me again. It’s been fun. Book Reviews Here’s the text of this week’s book reviews: Anticipating Disaster by Silvia Violet. Reviewed by Will Nice-guy Oliver enjoys his quiet bookish life – so he’s less than thrilled to be attending a family reunion at a ski resort. He braves the frigid temperatures and disapproving attitudes of his extended family to please his grandmother, who he adores. Irresistibly sexy bisexual outdoorsman David is in town to help his friend mend a broken heart. While his bestie distracts himself with a pair of slope bunnies, David sets his sights on klutzy Oliver, offering to give him private ski lessons. Flirtation leads to friendship and to David accompanying Oliver to some of the planned reunion activities. When certain family members mock Oliver’s nerdish tendencies, David fiercely defends him. Can’t they see how smart and sweet and kind he is? To give Oliver a vacation from his relatives, David takes Oliver to Anticipation, the picture-perfect mountain town that he calls home. The more time that our heroes spend together, the more they think this might just be the real deal. The problem is that neither one of them does casual relationships. David has his life in Anticipation and Oliver has his life back in Florida with his grandmother. A long-distance arrangement doesn’t seem particularly practical and they sadly part ways. Oliver returns to his real life and, after some time apart from David, he realizes (with some help from grandma) that his quiet existence might be more about hiding from life than truly living it. He decides that David is well-worth the risk and heads back to Anticipation to start a new adventurous chapter in his life story. I really enjoyed Anticipating Disaster. The author takes some familiar character types and story tropes and crafts a really compelling story, while at the same time giving the romance her own twist. The set-up might be pure category romance, but let’s be real, this is a Silvia Violet book, so you know that the heat level is going to be cranked up to 11. Oliver has a penchant for lacy undergarments and, over the course of the story, David discovers he likes cute guys with a penchant for lacy undergarments – like, A LOT. Also, in the bedroom, David has a talent for turning some particularly filthy turns-of phrase. So the time our that heroes spend together do not disappoint – these aren’t the kinds of sex scenes you’ll skim over. This book is the first in a series with the quaint town of Anticipation serving as the backdrop for future installments. A few side characters are introduced in Anticipating Disaster and I look forward to the new romances that will unfold in upcoming books. Prince of Killers (Fog City #1) by Layla Reyne. Reviewed by Jeff. Anyone who’s been listening to the show over the past year knows that I’ve fallen hard for romantic suspense, and in particular the stories that Layla Reyne writes. As soon as I offered the chance to read an advanced copy of Prince of Killers I jumped on it and devoured it in just a few days. Not only is the suspense tight but the budding romance had great sizzle. I’ve never read romantic suspense where someone in law enforcement wasn’t at least one, if not both, of the central characters in the love story. In this book, our main character is on the flipside of the law as the leader of a family of assassins. This provided an interesting twist and I loved the ride. The titular prince of killers is Hawes Madigan who has recently come into leading his family’s business because his grandfather is on his deathbed. One evening, just before a job, Hawes gets information that someone inside the organization is looking to take him out and possibly targeting others inside his family. The bombshell is dropped by the mysterious Dante Perry. The news of betrayal from the inside throws Hawes for a loop. He figured some associates might take issue with the new rules he’s put into place, which include no indiscriminate killing, no collateral damage and no unvetted targets. He introduces these rules because of past incidents that haunt him. The introduction of the Madigan family and how they approach their line of work fascinated me as much as the suspense of the internal sabotage and the romance that blooms between Hawes and Dante. Hawes has a twin sister, Helena, and younger brother, Holt who has a wife and baby daughter. Holt’s the tech wizard for the organization and Helena has another career as an attorney helping those who are wrongfully accused. Hawes’s life revolves solely around the family businesses–both the legit refrigeration business and the not-so-legit assassin game. The interplay of the family members as they try to sort out the traitor in their midst while dealing with their dying grandfather is so sharply written. There’s barely time for them to process any one thing that happens and yet the do make time to support and care for one another. Helena even pushes Hawes toward Dante as a potential partner because she wants her brother to have someone. Hawes taking the leap to trust and fall for Dante is one of things I love most about the book as he finds the strength to overcome the fear of putting his family at risk. Even though Holt has made a family for himself and his parents and grandparents had a successful family life, Hawes feels that he needs to be cautious since he’s the family leader now. Dante also goes out of his way to get Hawes and the family to trust him with not only their brother’s heart but aspects of the business as well. Hawes using Dante as his rock as the plot against the family unfolds, exposed his vulnerabilities perfectly. Meanwhile, the bombs that dropped in the final quarter of this book were ones I hadn’t seen coming and got my heart thumping. This is book one of a trilogy and as was the case with Layla’s other books I can’t wait to see where she takes this story. Similar to the Irish and Whiskey and Trouble Brewing trilogies, the Hawes and Dante’s story doesn’t fully wrap up at the end of the book. Of particular note, Prince of Killers ends with a significant cliffhanger. I don’t mind cliffhangers but if you are averse to that kind of ending you might want to wait until book two’s out so you won’t be waiting long to see what happens next. For me Layla’s redefined what a family of assassins looks like with this book. Fog City kicks off with some mind-blowing twists and I can’t wait to see what happens next.
The guys open the show congratulating the winners of the 31st Annual Lambda Literary Awards. They also discuss the podcast’s inclusion in Apple Podcasts’ Pride Month recommendations. Jeff also talks about some of the past week’s happenings with his Codename: Winger series and Will asks him what it was like wrapping up the series. Jeff and Will discuss the new Tales of the City series on Netflix. Will reviews the first two books in Piper Scott & Susi Hawke’s Redneck Unicorn Series. Aidan Wayne is interviewed about their three new books out this year: Hitting The Mark, Play It Again and the forthcoming Stage Presents. They also talk about how they decide what goes into the books, how they got started writing, author influences and what’s coming next. Complete shownotes for episode 192 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript – Aidan Wayne This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: Welcome, Aidan, to the podcast. It’s great to have you here. Aidan: Thank you. I’m excited to be here. It’s an interesting experience for me. Never done this before. Jeff: Oh, cool. First podcast. Always fun to have people doing their first podcast with us. Now, you’ve had a busy few months of releases and we wanna talk about the most recent one first, which is “Hitting the Mark.” Tell us a little bit about that book and what inspired it. Aidan: Okay. So “Hitting the Mark,” in a nutshell, it’s about a famous movie star named Marcus Economidis, who used to train in martial arts when he was really young and really shy. And that helped him come out of a shell and then he moves. And being in martial arts actually helps him become more confident and he ends up getting a movie role, and that spirals, and then becomes a famous…10 years later, he’s a famous movie star who is also famous for doing his own stunts. Meanwhile, in Marcus’s hometown essentially, his original school – Choi’s Taekwondo Academy – is now run by Taemin Choi. Taemin was Marcus’s kind of assistant instructor growing up. They’re about 10 years apart. So Marcus was 10, Taemin was, like, in his early 20s and Taemin runs the school now. And Marcus happens to be coming back into town for a shoot and he decides to pay a visit to his old school… kind of nostalgia. He lost contact with Taemin when he moved. And so, he kind of wants to bridge the gap again, just like say hi, see what happens. And then they do meet with Marcus being an adult and, you know, there’s kind of an instant connection. The entire book is essentially about them navigating, first, relearning each other because they knew each other for several years, but it’s been several more years since they actually talked again. So they’re relearning who they are as people, especially Marcus as he’s grown into his own self, and that turns into a romantic relationship. And they’re just figuring out how to be in one considering that, you know, Marcus is this famous person and Taemin is a very busy man who runs his own school and takes care of a lot of things. And just, that’s the story basically. I do a lot of character-based stories where the plot is kind of, like, playing the course as opposed to, like, a person antagonist sort of. So it’s kind of like another one of those things for me. Jeff: Okay. And it ticks so many boxes because there’s friends to lovers, and second chances, and an age gap. Aidan: I tend to, when I write, sometimes I have several different things that I wanna include in various ideas. And so, sometimes when I have, like, the base, I’m just like, “Let’s just squish them all together. Let’s just push them all in one thing and see what happens, and if I can pull it off.” Jeff: And you mentioned when we were emailing to set this interview up that this is one of the books you didn’t have to do a ton of research on because… Aidan: Thank God. Jeff: …movies and martial arts, you had the knowledge there. What aspects of your background, you know, play into that? Aidan: Well, I’ve been involved in martial arts for about 20 years now, primarily Taekwondo and that’s the style that I had Taemin doing because I know the most about Taekwondo in Korean style. I technically have my black belt in two disciplines. One is Taekwondo and the other is a mixed type of martial art that I actually ended up teaching. I used to run a school. So a lot of my experience did transfer over into Taemin’s experiences in running a school and dealing with students and various endeavors that are required. And with movies, I actually majored in media production in college. I was on movie sets a lot both behind the camera and also growing up, I kind of dabbled in acting and I’ve been in front of the camera a lot too including on some big sets. Michigan used to be a pretty big movie hub before the tax thing happened and a lot of places moved away from it. And I was actually on a few different, like, SAG films. So I got to kind of be both in front of the camera and behind the camera. So learning about that aspect was…It was fun to basically shove as much knowledge as I could, especially the martial arts into one book because I have such a love for martial arts that it was like, “Let’s include inside jokes and inside knowledge. And I’ve never had to spell this Korean word in English before. So I have to probably look that up.” And fun fact actually, I’m not gonna spoil anything, but one of the plot points is Taemin working towards the Olympics. He’s qualified for the qualification and that entire piece is actually based on a co-worker of mine I used to work with who did qualify for the Olympic matches. Jeff: Incredible. You did stuff a lot in here in terms of all of your knowledge kinda went into this book. Aidan: Yeah. It was kinda, it was a nice break. I still had to do research obviously because I had to, like, fresh some things and again, like, Korean, making sure that I got that right. But for a lot of it, like, I have another book that I released late last year, “His Two Leading Men,” which takes place in New York with a Broadway star, and I’m like, “I like Broadway, I can just write about plays, that’s fine.” No, I ended up having to map out the entire city to figure out distances to whichever…I’m crazy…whichever restaurant he’d like to go to, which is closer, where is laundromat was. Like, I’m absolutely ridiculous when it comes to stuff like that. Nobody is gonna notice but me. But, like, I care. Jeff: But the native New Yorkers might. And so, it matters. Aidan: Yeah, yeah. Jeff: I have stopped myself of books going, “That’s not right. I know where that is and that doesn’t work that way.” So you do work Michigan into a lot of your books. “Hitting the Mark” is in Michigan. “Play It Again,” which we’ll dive more into in just a second, has a Michigan element simply because you have somebody sending Dovid, the main character, some Faygo Red Pop and some other Michigan treats, some Mackinac fudge included. Obviously, you live in Michigan. Is it something you try to work into the books, a little Michigan angle? Aidan: Kind of. Half of it is ‘write what you know’ because I’m thoroughly uncreative when it comes to that and it’s way easier to just, like, I don’t have to make something up, I don’t have to do more research. I just can set it in Farmington Hills or wherever it is. But sometimes it’s because I have, like, certain places in mind or I want to include certain things like, with Dovid receiving a care package, I wanted to make sure that I had a care package that at least was state-based and was really cool and could include especially a lot of food because a lot of…Dovid being blind, a lot of his things are food-based, it’s part of his schtick. So he reacts to taste and stuff. So knowing that I have my own experience with various Michigan cuisines and snacks and stuff, I could include that pretty easily and know that it would ring true but also be kind of funny. And even if the person didn’t necessarily know what things were, it would still, like, be something that they could get. Jeff: Speaking of “Play it Again,” that I reviewed back in episode 186 and really, really loved it. It was like the book I didn’t know I needed at the time. Aidan: Thank you. Jeff: And it’s quite different from “Hitting the Mark.” What was the inspiration behind this tale of two YouTubers who managed to find love even though they live half a world apart? Aidan: Well, going back to my ‘I have various ideas, but squish them all together into one sometimes.’ I really, really wanted to showcase a blind character. A lot of the characters that I do showcase are disabled in some way or have, you know, different aspects of their life that aren’t typical, you know, part of normative parts of society, etc., etc. And I apologize if my verbiage isn’t the best. And I really want to showcase a blind character, but obviously, I didn’t wanna fetishize that I wanted him to be successful and happy, and not be just blind as his character if that makes sense. And I thought YouTube would be a fun angle for that. And on the other side, I really wanted to focus on, like, a Let’s Player because I thought that it would be fun to try to, like, figure out how to write that because it’s so much narration and video-audio-based. And I like playing and like, “Can I do this? I will see if I can.” So making it a long-distance relationship was also kind of something that sort of happened because long-distance relationships, specifically internet-based ones, are very important to me because I have several relationships that started being internet-only and I consider a lot of these people some of my closest friends and I’ve met many of them in person now. One of my friends, I’ve only ever met them once, and it was in our first meeting ever…we then spent two weeks together, but our first meeting ever was in Narita Airport in Tokyo where we both flew separately and then spent two weeks in Japan together. So, like, yeah, there’s a lot that can come from internet relationships and I really wanted to showcase something like that too. Jeff: And I’d imagine here that the research was more than “Hitting the Mark” because you needed to make sure that Dovid was portrayed in the way that you wanted to where, you know, he wasn’t necessarily defined by the blindness. Aidan: Oh, yeah. I do extensive research whenever I write, especially disabled characters, because, you know, there’s so much misinformation out there and it’s so easy to fall into the trap of what the media has portrayed a person to be like or to do as opposed to actually reading experiences and watching experiences about, you know, real people. I kind of posed this question to myself on Twitter a while back, but it was basically, how does one write about a successful blind YouTuber? Watch a lot of successful blind YouTubers basically. So I watched a lot of, like, “The Tommy Edison Experience” is a man who is blind and he has a lot of Q&As; on YouTube. A lot of his videos are older and he’s an older gentleman. But it was still, you know, very informative. He has, like, an episode about cooking, which Dovid is the chef of his little family where he lives with his sister, Rachel. So it was interesting to, like, make sure that I was, you know, portraying his ability to do that correctly and, like, different tools that he’d use. Molly Burke is also a YouTuber that does makeup and fashion. But how she interacts, you know, with her audience and interacts with herself, and the things that are important to her – her experiences – because she does talk about that as well. It was very important. There’s a Tumblr called “Actually Blind” that did Q&As; and did a lot of commentary on different things and responded to different situations where, you know, there’s one impairment affected daily life that was not considered. And “Actually Blind” was a huge help in doing a lot of research because even when I didn’t actually ask the question myself, sometimes they just talked about things that I hadn’t thought about before. So that was a really good thing to notice. Like for instance, they had a post about the fact that the face touch thing in so many books and so many movies is absolutely ludicrous and no blind person really does that. And because it was made up by a sighted person who thought that it was kind of like romantic and intimate to have the blind person, like, touch the other person’s face to see what they look like and “Actually Blind” was like, “No, no. Uh-uh.” So it was something that I didn’t include then and I might have if I hadn’t read something like that. Jeff: The research is oh, so important. Aidan: Absolutely, absolutely. And I do a lot of sensitivity readers too. I have a short story that is going to be coming out probably in October, because I’m spacing it out a little bit, where one of the main characters is in a wheelchair. So luckily, I’m like, “Hey, sibling, I’m gonna ask you some wheelchair questions.” And know about how my experiences in, you know, living with somebody who uses a mobility aid and all that. So proper portrayal is really important to me. Jeff: And you have still yet another type of story coming out with your upcoming YA novel, “Stage Presents.” And I’m fascinated by this way because you’re taking us to Disney College Program. Do you have experience in that or was that a ton more research? And of course, what is this book about because it sounds just delightful? Aidan: Oh, well, thank you. I hope it is delightful. I hope people enjoy it. And to your question, yes and yes. I did experience, I did do the Disney college program many years ago, but I also did do a lot of research for the story in part because, you know, Disney updates and changes things. So some of the things I had to look up were the current menus and stuff because, again, it’s like a tiny little detail that only I will notice but I cared about. But I also had to make sure that I was getting details right in terms of characters because one of the main characters, Ashlee, with two Es, is a Disney princess literally. I did a lot of research into behind the scenes of that a little bit. I watched a lot of ex-princess interviews and posts about the experience of being a character performer. I didn’t have a lot of experience in that capacity. I knew some people who are friends with characters while I was in the program and I did ask, you know, I did learn about it that way. But princesses, I had to learn a little bit more. And, oh, yeah, what the book is about. Two girls who both get onto the Disney College Program and end up his roommates. One, Dana is a kind of, you know, calm, cool, collected, very down to earth, logical girl who is going into international business, she’s excited about working in a Fortune 500 company. She’s looking forward to living away from home. She’s trans. So, you know, that’s just another aspect of who she is as a person and she’s kind of like not sure about how she’s gonna get along with people. But she kind of has the mindset of ‘judge people before they judge you’ sort of thing because of past experiences. Meanwhile, on the other side, Ashlee, with two Es, loves Disney…I know, it’s a very important detail. She loves Disney, she’s a Disneyphile, she loves all the movies, she loves all the songs. She gets cast as an actual Disney princess. This is her dream come true. She’s been dancing since she was little. So one of her goals is to be a parade performer Disney princess, essentially, and she’s super excited. She’s from good old Southern Georgia and has never really, you know, met somebody who’s not exactly like her and her little clique, you know, popular, excited, happy group. So she doesn’t really know what trans means and she was born around…she knows what the internet is, but still, it’s different from knowing and meeting and, like, actually talking to somebody and interacting. And then so, Ashlee is kind of ignorant and Dana is kind of standoffish, and they hate each other. A good portion of the book is just them hating each other, and eventually, of course, a couple of different things happen and it turns into a begrudging friendship, which turns into actual friendship, which turns into more. And it was, you know, writing the evolution of enemies to lovers, which is something that I hadn’t done before really, and integrating different aspects of their situation and being roommates and living in such close quarters and, like, what constitutes that kind of relationship too, especially while you do not like each other and then as friends, and then, you know, once you’re more intimate as well. So that was, like, a whole encompassing aspect of the story itself. Jeff: And now, it sounds even more delightful than when I read the blurb. Aidan: Okay. Good. I had a lot of fun. I like my stories, which is, you know, a fun thing to be able to say because a lot of them I think, just kind of get defined as ‘fun’. There are obviously elements of angst and stuff and, you know, negativity that happens, but I have fun, you know, writing them. I hope that people have fun reading them. Jeff: What got you into writing and M/M romance in particular? Aidan: Well, I’ve always been a storyteller. My dad also, when we were kids, he would make up bedtime stories. We got read to a lot too, but he would make them up. So I grew up with the elements of imagination as something that you could play with and figuring out different elements of what characters could do. Really, you know, being totally honest, fan fiction. I was really, really interested in “Elfquest” as a kid. It is a fantasy novel by Wendy and Richard Penny. And man, I was an “Elfquest” fan. I read and actually own, I’ve collected almost all of the books and volumes and made up as a tiny little 9-year-old, self-inserts in my head as being an elf with such and such power, and being part of that self-insert stuff. And as I got into more media growing up, I really enjoyed reading and writing fan fiction because it was a way to interact with something that I enjoyed so much past where the media itself went. And sometimes things happen that you didn’t like. So you could make them better by writing it yourself or reading it by other people who did a good job or further exploring the world that had already been created with characters you already liked. And from there, it was kind of like, “Oh, I could do this with my own characters and make whatever I want to happen, happen. What? Oh.” And the kickoff was when I was, I don’t know, like, 15, I participated in my first NaNoWriMo and that was the first, like, write a lot of words and also write them really quickly. So you can’t think too much about what you were doing, you know, “wrong.” I wrote 50,000 words in the 30 days. And man, I still have it and it really portrays what I was into, what I was learning, and what I was experimenting with as a 15-year-old because it is a lot of stuff. And I really enjoyed doing that and I kind of just kept at it. And eventually, I had a friend who I really admired, Mina MacLeod, who was also a writer that I was friends with at the time. And she talked about an anthology and encouraged me to also, you know, submit a story, a piece, and I did. And we both got in and I still have the copy of the book, but we’re both in the anthology, both me and this writer that I really admire. And, like, that was really cool. And from there, I went, “Oh, wait, publishing is possible, that this is a thing that actually can happen to, like, real human people as opposed to just authors who are these untouchable people on pedestals.” So my next book that I wrote was written with publishing in mind. That was “Loud and Clear.” And it was technically my first original, original piece. Speaking of smooshing everything together at once, that book is about a man who is so dyslexic, he is essentially illiterate and a businessman who has a stutter so bad that he is a selective mute, falling in love and entering into a relationship. So you got someone who can’t read and someone who communicates through writing and I was like, “Let’s just make this as complicated for myself as possible. That’s a good idea.” But, you know. Jeff: Yeah. For a first book, you took on a lot there. Aidan: You know, it suffers from an overuse of italics, but it’s still something that I really appreciate that I did as a writer. I really like it. I had a lot of people really like the fact that I, you know, portrayed people that way, and of course, it does focus on non-normative people with disabilities and challenges in, you know, typical normal society. The illiteracy was actually based on a friend of mine who is illiterate. His dyslexia is so bad, he is effectively illiterate. He’s also an engineer. So, you know, it doesn’t stop you. It doesn’t have to stop you as long as you have the right elements and encouragement and resources. And that’s what a lot of people do struggle with. Like, he had to be homeschooled because his school that his parents had put him in originally were like, “We don’t know what to do with this child.” So being homeschooled allowed him to learn and actually grow and actually learn. Jeff: I have a suspicion a little bit where this next question at least will go a little bit given the “Elfquest” things, but what authors and genres do you tend to read? Aidan: Basically everything, but gore horror to be honest. I really enjoy contemporary pieces. I like fantasy. I really like nonfiction. I love learning stuff. This is probably not a surprise considering my need for research, my favorite author in the entire world is Terry Pratchett. That probably will never change. The man was absolutely brilliant and his ability to tell stories, and well-rounded characters, and development in plot, and his care in structure, and how he’s able to tie things up neatly with, you know, no questions except for like, what could happen next? He’s absolutely amazing. I really admire him. If I like a tenth of his ability to just, like, story weave, I’d be content in my ability to create. One of the other authors I really enjoy, he’s a very lesser known author, but Barry Hughart. He wrote “Bridge of Birds.” That is a Chinese fantasy mythology story, which basically happens in a historical China, but is written as if mythology was real. And he’s also, like, a very unknown and should be more known author for what he’s able to do with creativity. Other books that I appreciate, I enjoy a lot of Tamora Pierce’s work, especially the “Keladry” series because I really enjoyed her portrayal of a woman, a girl growing up and wanting to be a knight and fighting and dealing with a lot of the prejudices that come from, you know, girls trying to do anything that boys like to do. So, those pieces and she also is essentially…she’s written as not really interested in amorous connections, so to speak, and Tamora Pierce did end up saying that she did write her as asexual even though she didn’t, like, really know the term at the time. So that was really appreciated. Oh, that dovetailed a lot. M/M romance, yes, okay. There is a lot of het romance out there and that’s fine, you know, it’s got a market for a reason. It can be very well done. Me personally, it’s done by other people well and I gravitated more towards queer characters. M/M romance was easier for me to write because it was easier for me not necessarily to identify with the characters, but write about them in ways I wanted to, you know, with gentler portrayals and different effects. I wouldn’t say that I particularly write, like, alpha man male sort of things because it’s not really something that appeals to me personally as an author or as a person. I like people who are settled into themselves and know who they are and may be confident, maybe inconfident. For instance, in “Play it Again,” Dovid is a very confident individual who knows who he is and is really happy with himself. And Sam is much shyer and he’s wracked with anxiety all the time. But they’re both human. I like portraying clear people as human and I think that’s why I gravitated towards it first. I’m not super sure why I write M/M mostly. It’s just because it is a little bit easier for me to…I guess, it does come back to identification. I’ve written one…I have one published female-centric romance, which I do really like. It’s called “Making Love,” which I think is one of my favorite titles ever. It’s about a succubus and cupid falling in love. I was very proud of that, and it’s adorable. It’s very cute, it’s very loving, it’s really soft. And Carla, the cupid is just, like, made of cotton candy and love, sweet, and is really happy and bubbly. And Leeta, the succubus, is kind of cool and had reason to put up a lot of walls. Carla melts her heart and it’s so cute. It’s very silly, a lot of my reviews were like, “It’s cute, but cheesy.” And I’m like, “Yes, that was exactly what I was doing.” It’s called “Making Love,” what were you expecting? And then, same thing with “Stage Presents,” both the main characters are female. Dana is trans. I really enjoy portraying again, like, different aspects and different facets of queer people being human. They make coffee and they’re grumpy, and they might have disabilities or other challenges in life. And they also like stuff and are bad at things, and aren’t just, like, one cutout of a representation that, you know, people have one idea about. I like character-driven stories. Queer people deserve happy endings too. That’s the other thing. Jeff: Yeah. Absolutely on that one for sure. So we know “Stage Presents” is coming up here soon. What else is coming for you this year? Aidan: Well, I’ve mentioned it briefly, I have a short story that I had been kind of working on off and on. I was calling it “Baker Story” on Twitter and I did name it “Not So Cookie-Cutter” or something terrible like that because every single one of my titles…you may or may not know this, every single one of my titles are puns or play on words because I’m ridiculous and I love it. Yeah. So the book, “Bakery Story,” is called “Not So Cookie-Cutter.” I’m probably going to release it around October. It’s about two POC characters, which I did get sensitivity readers for because that was important to me. Jerel who is a baker at like, a cafe/coffee shop and Rafi who is a client who falls in love with Jerel’s pumpkin cheesecake essentially, and romance. They’re cute, it’s cute. One of my favorite things about the story is Rafi uses a wheelchair and Jerel is so smitten by Rafi that he doesn’t notice for, like, two chapters because Rafi is sitting down when he’s, you know, at the cafe and Jerel is just like, “Oh, my gosh, this handsome, amazing human being who is talking to me, like, he thinks I’m cute, okay.” And then, like, when Rafi actually, like, moves in front of him and he rolls away, Jerel’s like, “Oh, my God. I’m an idiot. This is fine. I’m an idiot.” So… Jeff: Nice. That will be one to look forward to this fall. Aidan: Yeah. I think, you know, it’s cute, cute and dumb. That’s kind of my mode. Jeff: What’s the best way for everyone to keep up with you online? Aidan: Twitter is mostly what I use, @aidanwayne is my Twitter handle, user name thing, and that’s primarily where I am. I have a website too and if you go to my website, there’s an option to sign up for my mailing list and mailing list is kind of how I send out information about releases to people. But I don’t like inundate people with mail. It’s just like, “I have a release, yay. Here it is, yay.” Jeff: Cool. We will link to those as well as all of the great stuff that we’ve talked about in this interview. Aidan: Cool. Jeff: Aidan, thank you so much for hanging out with us. It has just been a delight talking to you. Aidan: Yeah. Absolutely. Thank you for having me. Again, I’m ridiculous. So I appreciate being able to be ridiculous on a podcast. That’s cool. And, yeah, this was a lot of fun. Thank you so much. Book Reviews Here’s the text of this week’s book reviews: Seriously Horny (Redneck Unicorns #1) by Piper Scott & Susi Hawke and Dangerously Horny (Redneck Unicorns #2) by Piper Scott & Susi Hawke. Reviewed by Will.Seriously Horny Unicorn shifter Isaiah is pure white trash. How do we know? We’re introduced to him as he’s settling in for the evening, in his trailer with a bottle of his pappy’s moonshine – but he’s also an expert tracker. He’s tasked with finding a missing teenage dragon shifter. He runs into the kid’s college age brother, Eric, an irresistible dragon omega. They go to search together for Eric’s brother. One night, in a motel room they give in to their desire, and trust me, the scene lives up to the book’s title. Eric has the power of second sight, kind of like Faye Dunaway in Eyes of Laura Mars, and he ‘sees’ where his brother lays injured. Isaiah and Eric find him and bring him back to the dragon compound where he can heal from his injuries. Eric is with child after his night with Isaiah, and months later we find our heroes happily in love with the beginnings of a new family. In Dangerously Horny, Unicorn shifter Bo Luke finally gets up the nerve to tell Mitch just how he feels. But broken-down dragon is a less than ideal match for someone so young. The rejection hits Bo Luke hard and he runs off, straight into the clutches of a crazed woman who has uncovered the secret of the unicorn clan, and desperately wants to touch Bo Luke’s horn – and yes, that euphemism means exactly what you think it means. Mitch and some of his dragon buddies are sent to find Bo Luke. They rescue him and subdue his kidnapper. Because this is a paranormal shifter Mpreg romance, omega Bo Luke finds himself in an uncomfortable situation, and alpha Mitch is the only one who can scratch his particular itch. They fuck and it’s hot and amazing and (of course) totally magical. Mitch’s misgivings were unfounded, they are now fated mates. While waiting for their child to be born, Bo Luke’s stalker escapes custody and attempts to kidnap her unicorn obsession once more. In an action sequence that I thought was particularly bad-ass, Mitch and the entire dragon clan literally reign down fire upon her, rescuing Bo Luke once again. The story wraps up with a hilarious scene in which our heroes experience a very memorable wedding/birthday. The covers of these books tell you everything you need to know. The hot cover models clue you into the sexy times ahead, while the titles, which are decidedly camp, tell you that these romances also about the humor – humor with heart. I loved both of these stories and think they’re a fantastic way to kick off the new series. While ‘Redneck Unicorns’ is a continuation of the author’s previous dragon series, they stand alone just fine.
Happy Pride Month! Jeff discusses the awesome Pride Month video from the NHL. He also talks about all the things that happened during release week for Netminder. Members of the Queer Sacramento Authors Collective had a reading this past week at the Lavender Library and will be reading again this coming week at Time Tested Books. The live streams are available on the podcast’s Facebook page. We talk about the Coastal Magic Convention 2020 lineup of m/m romance featured authors. We review the Elton John biopic Rocketman. Jeff reviews Max Walker’s A Lover’s Game. Will recommends books for Pride month: Pride: The Story of Harvey Milk and the Rainbow Flag by Rob Sanders, Stonewall: A Building. An Uprising. A Revolution by Rob Sanders, The Stonewall Riots: Coming Out in the Streets by Gayle E. Pitman, Stonewall: The Definitive Story of the LGBTQ Rights Uprising That Changed America by Martin Duberman and The Stonewall Reader curated by The New York Public Library. Jeff interviews C.B. Lee about the latest book in her Sidekick Squad series, Not Your Backup. We also discuss the origin of the Sidekick Squad, what C.B. hears from readers and what’s coming up next. Complete shownotes for episode 191 along with a transcript of the interview are at BigGayFictionPodcast.com. Interview Transcript – C.B. Lee This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Jeff: Welcome C.B. to the podcast. It’s great to have you here. C.B.: Hello, thanks for having me. I’m so excited to be here. Jeff: Yeah, it’s very exciting. We got to see you last year at the LA Times Festival of Books for a little, teeny, tiny interview. But we’re thrilled to have you back as we start to talk about “Not Your Backup” which will come out on June 4th, just the day after this airs actually. C.B.: Oh my gosh, that will be really exciting. I actually got to touch the advanced copies for the first time last week at YALLWEST, which due to this fun time jumps of podcasting… Jeff: Well, actually a bit about a month ago. C.B.: Right, right. But, yeah, it was really interesting just to, like, hold it for the first time and see it in print. Granted, the advance copies have typos since, you know, I went through and did all the pass through the typos. But it’s fun, it’s fun. It’s great that, you know, it exists, it’s in physical form, hasn’t quite felt real till now, but now it’s a real book or will be very soon, or tomorrow for your listeners and readers. Jeff: There is something about holding that physical copy, even if you see it, you know, even if it’s on your tablet as an ebook. It’s like there’s nothing like that paperback when it gets there. C.B.: Yeah. Jeff: Now, “Not Your Backup” is book 3 in the “Sidekick Squad Series.” And, for those who haven’t experienced this series or heard of it, tell us what this series is all about. C.B.: Sure, it is about a group of queer teens that take on a corrupt government superhero agency. And they live in this sort of post-dystopian world where superheroes are kind of treated like celebrities. And there’s, you know, shadowy government organizations and mysterious heroes, league of heroes, that kind of dictates who gets to be a hero and who gets to be a villain. And our protagonists all kind of uncover this huge conspiracy, and then they work together to build a resistance and take it down. Jeff: It’s quite the world that you’ve built here. I mean, you hit so many things that are dystopian, U.S. future, superheroes, villains. What was your inspiration for all of this? C.B.: So I’ve always been fascinated by kind of the, like, post-apocalyptic or dystopian worlds. But a lot of the media that I’ve read mostly focuses on kind of the…when you’re in the middle of the disaster, when you’re in the middle of the catastrophe, when everything is going wrong, how are people struggling to survive. So I really wanted to see a world that was…you know, so this is more of like a solarpunk take where the world has started to move forward, where it’s 100 years after all of these disasters have happened – kind of the impetus for the superpowers. And my book is a really extremely intense solar flare that catalyzes latent gene in people. And then after the flare, which knocks out a bunch of nuclear power plants, also, it starts kind of a chain reaction of a bunch of environmental disasters. So 100 years later the governments of the world have kind of shifted and changed, there’s been wars, there’s been fights over resources, so the United States is now part of the North American collective, which is the entire continent of North America, which is now the habitable places. There’s, you know, 24 regions, which is, you know, kind of what’s left of the states. So there’s different areas all across North America, which are now the regions in which people live and, you know, continue to move forward with, like, their amazing technology, and hover tech, and all this amazing, clean technology. But, at the same time, you have all of these like high-tech cities, but outside of those regions, everything else is like the unmaintained lands. So, you know, the government is claiming there’s radiation danger and don’t venture out, but, of course, our heroes are like, you know, what the government tells us isn’t necessarily true. So a lot of…actually, the fun of writing “Not Your Backup” is one of my working titles was “Not Your Road Trip,” because there’s a lot of road tripping in this book. Jeff: Yeah, I noticed. There’s a bit of a road trip in the sneak peek that I got to read too, that they’re out on this road trip, essentially on a mission. C.B.: Right, right. Yeah, there’s the heist in the beginning of the very first chapter. But, yeah, there’s a lot of fun. We get to see a little bit more of the country outside of the cities in this book, so that’s exciting. Jeff: Now, each of the books deals with one of the main heroes, if you will, or the sidekicks, if you will, given the titles of the book, but they’re really the heroes. In “Not Your Backup”, we focus on Emma, who is really the only one of them without the powers. What’s happening to our heroes this time out? C.B.: So at the end of “Not Your Villain,” we have destroyed the registry, which…the big name of everyone who’s ever registered with powers that Captain Orion was planning to use to kidnap people and use for experiments. At that point, our heroes have been looking for the resistance the whole time. And they find a mysterious group that’s been leaving messages on encrypted channels. But then, at the end of the book, they realize that this is actually like a group of nerds that have been joining together to watch movies like “Star Wars,” and “Harry Potter,” and stuff. So they realize that they need to start the resistance. So that’s where we are at the beginning of “Not Your Backup,” where Emma and Bells are back in Nevada, and they are kind of in the midst of this fledgling resistance group – meanwhile, Jess and Abby are at the villain’s guild hideout in the Rockies and they’re trying to corral all the other meta-humans into taking action. So, the beginning of the book, you know, where kind of everyone has different goals, but then they all come together. It’s more about like building the resistance and finding… For Emma, it’s her journey in finding who she is. And, really, she’s a very natural leader, she loves coming up with plans, and she’s definitely a Gryffindor. She’s the first to jump in and try to take action. Her default is, like, fight me. But she also is, as you mentioned, she doesn’t have powers, and so when she’s trying to take a more active role in the resistance, she kind of butts heads with a few of the other members as they have different ideas about who is and who isn’t part of the resistance. Jeff: She just needs to remind them that Batman didn’t have powers either. He just had a really good utility belt and brains. So she could definitely fill that role. What’s been the driving force behind deciding the type of character that you have at the forefront of each book? Because the three books have very different, distinct character types and personalities, and just everything about them is just…they’re just very different from each other. C.B.: So, from the beginning, I wanted to tell this story about, you know, this fun adventure story with queer protagonists. So each book would center on another one of them in the main four. So there’s…and then after “Not Your Backup”, there’s one more book which will be Abby’s story, and so she will round out the quartet. But each of their…you know, they have very different personalities, but it’s been interesting writing their stories because each of them are on their own journey in what makes them a hero and finding how do they define success, and how do other people see them, and how do they see themselves. So, for each story, because we’re moving forward in time, as we get to see who is really, you know… It’s been interesting, because all four books will fit together as a series, but in each book, everyone gets to have their own journey. Jeff: Which I really like because we’ve been introduced to all of them all the way back, you know, back in the first book, but then they get to their own story, which could essentially be read as a stand-alone, if you wanted to, I guess, although reading all of them together is much better. What was the bigger challenge to come up with the trajectory of these four diverse characters or to build this alternate universe of the U.S., or were they kind of equal challenges? C.B.: I feel like the challenge for me is I’m not like a great outliner or I haven’t ever really been a planner. So I’ve always been more of the pantser in the writing style. So when writing a series, when I wrote “Not Your Sidekick,” I didn’t know, up until I think I was about 50,000 words in when I realized that I could not basically solve the problem in that one book, you know, because when I pitched it, it was one book. And then I was like, “Well, I really love all of these characters.” There’s a huge…there’s a bigger story here that I’ve introduced, and I will need more than one book to solve it. And so, from the get-go, I knew the next story after Jess would be Bells because you get into, like, the backstory of the meta-human training and the heroes, league of heroes. And so, I think, overall, just planning a series is really challenging. Some people are great at it, where, you know, they have very detailed outlines, they know, from the very beginning to the very end, what the key points are going to be. And so, as I was writing book 1, I kind of had a panic attack and I was like, “Oh, no, I have to figure out what’s going to happen in each of the books.” And then as I restructured things and then writing book 2 and then 3, it’s kind of come to a point where I’m working on book 4 and now, like, everything that I… One of the reasons why it took me a longer time between book… So “Not Your Villain” came in 2017 and “Not Your Backup” is coming out in 2019. So I didn’t have a book come out last year because I was still working on crafting the storyline because whatever I did or didn’t do in book 3 would determine what would happen in book 4. So everything had to fall into place, and I had to like figure out a lot of stuff. So it was challenging, but I think, you know, it’s still challenging, but that’s part of the joy of writing is to figure out how to tell the story you want to tell. Jeff: If you do a series again, do you think you’ll try to do outlines more in the upfront or now that you’ve had this experience, do you kind of know how to do it and keep your pantser ways going on? C.B.: I don’t know if I’ll ever… Like, I feel like with each book, I’m like, “Oh, do I know how to write a novel now?” But like every book is its own challenge. I do have a better sense of like, okay, you know, how do I plot as a pantser? And then plotting for pantsers, and like learning how to like… For me, I just tend to think of an outline like a road map where I have these destinations I wanna hit, but I’m not committed to – I don’t have to see everything and if I go off track or take a different route, that’s okay as well. So as long as I kind of get the same…like, it’s all in the journey of how I get there, and then the destinations that I pick along the way, if I get to them or not, that’s cool. I kind of have these benchmarks that I want to reach. But I really like thinking of the framework in which I think about my books as a roadmap. So I’ll try to plan out, you know, all the cities I want to visit, but I’m open to discovering places along the way and kind of building up on that. Jeff: How does the pantser sort of method work while you’re world building? Or do you try to, at least, before you start writing, “No. This is my world. This is what’s happened. This is what the U.S. looks like now, and how all that works?” Or does that come organically as you go as well? C.B.: I actually thought like, really early on established the world and what it looked like. I drew a map of which countries were left and which, how, who, what alliances were made in probably much more detail than you’ll ever see in the books because basically I plotted out what happened in that World War III, and what areas were no longer habitable, and all of these things, and all the different lines of, like… I probably spent way too much time figuring out the socio-economic holes, ramifications of which country is now aligned with what country and which countries refuse to join a union or…and they’re all new countries. So there is this whole political backstory of, like, which country fought….you know, which alliance was at war, which alliance and what’s still happening overseas. Some of which you’ll see, but it is the world itself. I’ve always enjoyed world building, and I think it’s really fun to come up with the…I think once I wrote book one where I established, like, how do the powers work. Every power level is different. For example, like the A class, B class, or C class, depending on how…basically, I wanted all the meta-humans in my world to…their powers basically are dependent on…like, they have a limited number of time per day that they can use their powers. So once they’ve used it, then they can’t use it for the next 24-hour period. So it’s a different sort of look at superpowers and abilities because you have to be more mindful about how you use your powers. And so that was an element that I established early on, but overall, I think for me, world building, there are some details I discovered along the way, but I pretty much plotted the world building which is a funny like…and it’s interesting to think about, even though I do consider myself a pantser, how much of this series I did very much envision out from an early stage. So like some of the confrontations and the fight scenes, and the stuff that… I’ve been planning one particular scene in book 3 since book 1, and I didn’t get to do it until… And, so that was like a fun way to be like, “Oh, yes, I’m finally going to like write the scene that I’ve been waiting for.” But I’d had a lot of these moments in my head, and just planning it out and getting the opportunity to like, “Okay, yes. Now, I’m getting to that chapter. I’m getting to the point in the whole series where we’re getting…you know, it’s coming full circle.” So that’s very satisfying. Jeff: It sounds like you’d have a lot of bonus material too if you ever wanted to release it, if all the stuff that you’ve got of the world itself, and the disaster, and how it’s split up. C.B.: Yeah, I mean, potentially, I have a whole timeline that I could release. And then I did these fun… For “Not Your Villain,” I did all the deleted scenes, well, deleted as far as they were cut for length. But I still consider it part of the story, the cannon. So those are an extra that are available on my website. I’ll probably do something similar for Backup, but I’m not at that stage yet. Jeff: Right. It’s good to know about the Villain extras. I’ll be going to check those out. C.B.: Yeah, yeah, they’re fun. They’re all in one PDF. And my book designer, C.B. Macera, was amazing. And she formatted them the same way as the book because we have a lot of extra art as well because she does these amazing, like, chapter headers for each chapter. She’s so talented and amazing designing the covers and the interior of the book, really, you know, capture that feel. And so, “Not Your Villain” actually, in the edits, went from…yeah, it was cut a lot. So, you know, it’s really sad as a writer to kind of see these scenes go, but, you know, as far as, yes, and my editors are great about, like, “This scene is great. But, you know, it kind of slows down the pacing,” or like, “This scene takes us in a different tone or direction, and, like, while they’re great, they don’t fit in the story at that moment and kind of take us away from the main action.” So I understand why they had to go. And, yes, the story is stronger overall, but I like them as an extra. Jeff: Yeah, we’ve all gotten used to those on DVDs over time, so there’s really no reason books can’t have them too. C.B.: Yeah, yeah, it’s a fun extra to have the deleted scenes. Jeff: So you mentioned one more book in the series, the fourth one, is that gonna be it for these heroes? C.B.: Yeah, I can’t say for sure that the door is completely closed. But for this arc, this storyline, that will be the series. It will be completed with Abby’s book. Jeff: We could treat it like the Marvel Universe. Now, if phase 1 is over, and there could be a phase 2 eventually, once you figure out what that is. What got you started in writing? C.B.: I love telling stories. And think I was very young when I tried, like, writing a story for myself. I had an old notebook that I would scribble this adventure story in when I was in sixth grade. And then I’d kind of start and then every recess, I’d pick it up or I’d work on it when I was supposed to be doing homework or stuff in class. And so I’ve always wanted to tell stories. I didn’t really think of it seriously as a career. And then, after college, I went to school for science. And so I was going to get a PhD and do all this stuff, and I, you know, ended up going a different route. And really writing has been a journey where it kind of comes…it ties back to, and I guess like the “Sidekick Squad Series” and the titles were all, you know, the titles are all about, like, hey, I’m not who you think I am, I’m not the person that you’re claiming that I should be or expect me to be. It comes back to where, as a queer woman of color, I didn’t really see a lot of myself in books growing up. And so what I really hoped to write was, like especially when I was writing Sidekick for the first time, I wanted to write a book for my 16-year-old self. So this is the book that I wanted to read. And I wanted it to exist. And so writing…and then I also just like telling stories. So I wanted the story to be fun, I wanted them to be happy and have, you know, there’s drama in them. But overall, I wanted to see kids like myself, and kids who looked like me, and other kids, that reflect the world that we live in because trans kids exist, asexual kids exist, mentally ill kids exist. And there aren’t enough stories where they get to be part of something that’s a superhero adventure, or something fun and fantastic like this. And so I wish that I hope…and I think there are definitely now, in the past, you know, 5, 10 years, there’ve been a lot more stories, and I think that’s great. So I’m just really excited that now people are writing more and more and reading more and more, and there’s a lot of great books to come. Jeff: And one of the things to not…I don’t want to knock the coming out story because those are very important and very needed. But in these books, that’s not really part of it. I mean, this is a much bigger adventure these teenagers are on that just doesn’t revolve around their sexuality so much, that just, there’s so much more going on, which I think is awesome and gives everybody something different to read. C.B.: Yeah, I love that…like, I want us to have the breadth of different types of genres and stories that there are for, like, able-bodied heterosexual people. Like, I want there to be so many stories to choose from. And so, you know…and I really love…I think there’s a lot of power in having joyful stories as well and stories where, yes, sexuality is a part of it, but, you know, who I am is not just my sexuality. Like, every person is multitudes where who you are is made up of so many things like your passions, your dreams, your hopes, your hobbies, your friends. Who you are as a person isn’t just one thing, and we’re all…I love being able to explore that and getting to see… I want people to see that people in the LGBTQ community are like fully nuanced people that get to be complicated and have flaws and go on adventures, or fall in love, or discover more about themselves in the way that all straight people can. Jeff: Well said. I like that for sure. Who were some of your author influences as you got started on your writing journey? C.B.: So I really love the “Harry Potter” series growing up. That’s a huge influence for me. That was one of the first ways I started writing was “Harry Potter” fan fiction because I loved that world so much. And just a lot of…I read so much fantasy like Ursula Le Guin, Diane Duane, Eoin Colfer, like tons of fantasy, Jane Yolen. I started to read a lot more widely. I think when I was a kid, there was a point when I would like go to the YA section and just read like everything in the library. So I would pretty much read everything, but I tended to love fantasy and sci-fi the most. Jeff: Nice, and now you get to write your own. C.B.: Yes. I’m really lucky. Jeff: Is there a genre you want to branch into as you close up the “Sidekick Series?” C.B.: I’m excited to write more fantasy. So the “Sidekick Squad” is more sci-fi, speculative. So I’m working on some fantasy stuff. I’m excited to share it. I have some contemporary stuff. I have a short story coming out next year in the next “All Out” anthology. So that’ll be fun. It’s like a very fluffy high school romance that’s just set in like… The only magic is the friendship and the romance so… Jeff: Aww, sometimes that’s all you need though. C.B.: Yeah, yeah, it’s fun because when I was writing it, I hadn’t written just contemporary in a long time. So that was really fun to try and explore that. Plus, I got to put a lot of puns in there, so it’s all good. Jeff: You seem to travel a lot. I feel like every time I see you on social media, it’s like, “I’m going to this event” or, “Here I am at this event, come see me over here.” What drives you to be out on the road so much? C.B.: So I like the opportunity to see, meet readers. I live in Los Angeles, and I’m really lucky to have the opportunity to go to a lot of events that are fairly local. I also think it’s really important to travel when I have the opportunity to, and I’m lucky that I’ve been able to, and sometimes I will just commit to doing it out of my own pocket because I want to meet readers in those areas. So I love…yeah, I already said it, I love meeting readers. But, especially in places where you don’t get a lot of, you know, LGBTQ resources, or teens don’t necessarily get to see a lot of authors or books with this content come their way and getting to meet teens in, you know, small towns or getting to meet people even though I do a lot of web chats. And so that’s fun chatting with libraries or classrooms through the power of the internet, which is amazing. But, part of being on panels and having these conversations is important to me just because, you know, I get to share with people that might not have heard of my books before or are just learning about it for the first time. And so that’s always a very special moment to me when someone’s like, “Oh my gosh,” like, “This is exactly what I’ve been looking for. I didn’t know it exists, but now I do.” And so that’s very meaningful. And sometimes I get to meet people who have already read the books, and that’s very important to me. And that’s a part of the most rewarding things to me as a writer is knowing that your work has made an impact on someone, whether it’s just making them smile, or, you know, to the depth of having someone like… I’ve cried over several really long emails just because sometimes people are really sweet and talk about like, “Oh, this is my coming out experience”. I want people to see that they’re valid. And so knowing that someone else has read my work and recognize themselves, that’s one of the most rewarding things I’ve ever done. I was in Seattle recently, earlier this year, and one of the events I did was with the Seattle Public Library where we went to the LGBTQ Youth Center. And that was really powerful just to, like, hang out with kids and chat with them and what are they looking forward to as far as like, “Hey, what’s powerful to me, what’s fun to me?” A lot of this is stuff that I totally resonate with when they connect with a character on TV or are upset that, you know, that character got killed off in one season or whatever, because of TV. But, you know, it’s always great to chat with people. Everyone’s always going through something. Jeff: Yeah, for sure. So we’ve hinted a little bit about some stuff that’s coming up for you. You’re working on Sidekick 4, you’ve got a short story coming out next year, anything else we should know about? C.B.: I’m also writing the new “BEN 10” original graphic novels with BOOM! Studios and Cartoon Network. So one is already out. It’s called “The Truth Is Out There.” It’s where “Ben 10” is part of the Cartoon Network show where Ben can turn into 10 different aliens. So it’s fun. It’s a fun, middle-grade romp. So I’m doing a number of those graphic novels with BOOM! So those will be available throughout…I can’t recall the dates off the top of my head, but another one is coming out in July, and then one more in October of this year and then the next year, there will be some more coming as well. Jeff: What’s it like writing for graphic novel because, I mean, that’s a different sort of animal, a novel that, you know, is 60,000 or 70,000 words long? C.B.: It was definitely a new experience. It was a lot of fun trying a different medium. Like, definitely writing a script goes differently as far as…and I catch myself like “Oh, I’m being too descriptive. This is literally…the only person who will see this is the artist.” And it’s also a great collaborative process. So it’s really fun to work with the artists and editors and bring together this story that exists in its own medium. It’s not just me, the writer, but what the artist is bringing, and collaborating with them, and getting to like…you know, I’ll write the dialogue and the action. And then they’ll imagine it in a certain way of like, “Oh, I didn’t think of that,” and that’s really fun. I really like the graphic novel format. I’m hoping to do more. I’m really excited to be working on these projects. And, yeah, hopefully, I’ll be able to share more upcoming projects. Jeff: Pretty cool. And speaking of, what is the best way for people to keep up with you online? C.B.: You can always find me on Twitter and Instagram at, C-B-L-E-E_C-B-L-E-E, because it’s double the trouble. My website is cb-lee.com, and then you can find more links to other ways you can connect with me. Usually Twitter and Instagram, where you can find me the most – that’s where you can connect with me. So in my website, it has like fun stuff. I try to update it with writing resources and my upcoming events. And I also have a newsletter, which will have some special tidbits probably like the deleted scenes, which is the very first place I offered the “Not Your Villain” extra scenes. Jeff: Pretty cool. Well, C.B., thank you so much for hanging out with us. We wish you all the success with “Not Your Backup” when it comes out on June 4th. C.B.: Thank you so much for having me. And I really appreciate it. I’m so excited. And I hope everyone enjoys the book. Book Reviews Here’s the text of this week’s book reviews: A Lover’s Game by Max Walker, narrated by Greg Boudreaux. Reviewed by Jeff I was so happy that this fourth book in Max’s Stonewall Investigations series released in audio just a couple of weeks ago. I’ve been eagerly awaiting the final installment of the series and I was not disappointed. The series has been working up to the final showdown between private investigator Zane Holden and the Unicorn Killer. The Unicorn has loomed large over the series–a serial killer that terrorizes the gay community in NYC. The killer’s gone after partnered gay men and Zane’s husband was aomng the victims. In the first book we find out the Unicorn’s returned and now in the fourth one Zane’s obsessed with bringing the reign of terror to an end. At the same time, Zane is preparing for his wedding to Enzo, the defense attorney who captured his heart in that first book. Unfortunately, Zane is so occupied with the case, he’s missing things, like cake testing and venue selection, and he hasn’t told Enzo that he’s even back on it. Zane thinks he’s protecting Enzo by keeping his activities a secret, but Enzo feels it puts him more in danger not knowing. And boy does everything hurtle towards a massive, satisfying conclusion. Max had me super stressed in this installment. He always does a great job of creating suspense. Here though I suspected everything. Is the Uber driver a killer? Is that bottle of wine spiked with something? What does it mean that someone looked at them on the street? Is the person providing information or misinformation? I suspected everything and also never figured out who the Unicorn was ahead of the reveal. I love that! While Zane and Enzo have been featured in the middle two books of the series, it was great to see them returning to the spotlight. Their dynamic as the move towards their wedding date was wonderful to watch. The quiet, sexy moments they share along with their wedding planning and time they spend with Enzo’s family shows their strong relationship and amazing friends. And, man, are there some super sexy times in this book. There’s always steamy scenes in this series, but these were the best yet. Max contrasts these happy times with how they handle the increasing threats–they want to be strong for each other and also do what’s necessary to keep the other safe. They find it’s hard to maintain the balance and that only increases the tension. I both hated and loved what Max put them through because it was so realistic. Is it weird to say that I liked the terrible choices were made? Despite being great at their jobs, Zane and Enzo sometimes do things that are terrible choices and what makes those so good in the story is that I could see myself doing the same thing. These two are flawed and make bad decisions like anyone can. It makes them human. It makes you scream at them to not do something. It makes you cheer when it all works out too. Kudos to Greg Boudreaux. He’s done a great job with this series overall but I have to shoutout his work voicing the Unicorn. It’s a creep, calm yet evil voice that made me shudder. The spin off for Stonewall Investigations Miami is set up here too. That first book, Bad Idea, just released last week and I can’t wait to pick it up as soon as there’s an audio version.
Jeff discusses a deleted scene he’s offering this week from his upcoming book Netminder (Codename: Winger #4). He also recommends The Queer Creative Podcast. Will and Jeff discuss the second season of Netflix’s She-Ra and the Princesses of Power as well as Pose, which has just arrived on Netflix ahead of the new season coming to FX in June. Jeff reviews Queer as a Five Dollar Bill by Lee Wind. Gail Carriger talks to Jeff about her new novel, The Fifth Gender and some of the interesting stories about its creation. They also talk about how Gail went from archeology to writing romance, her process for world building and her travel podcast called The 20 Minute Delay. Complete shownotes for episode 189 along with a transcript of the interview are at BigGayFictionPodcast.com. This interview transcript is sponsored by Dreamspinner PressDreamspinner Press is proud to publish Hank Edwards and Deanna Wadsworth’s new book Murder Most Lovely. Check it out, and all the new mystery and suspense titles from your favorite authors like Amy Lane, KC Wells, Tara Lain, and Rhys Ford, just to name a few, and find a new favorite author while you’re at it. Go to dreamspinnerpress.com for everything you want in gay romance. Jeff: Welcome, Gail, to the podcast. Gail: Hello. Thank you for having me. I’m super excited to be here. Jeff: I’m so glad we finally got you on the show because I’ve been, you know, reading since back with “The Sumage Solution” and it’s like, “We gotta get Gail on. We need to get Gail on.” Gail: I am delighted. I am a devoted listener and so I’m quite honored to finally get to be here. It’s great. Jeff: And you’ve got a book coming out or you’ve just had a book come out actually, “The 5th Gender” just released. Gail: I did. Yes, “The 5th Gender,” it’s my like crazy, ridiculous, silly, happy yet cozy murder mystery on a space station with an alien with five genders and tentacles and purple. Jeff: You don’t often get cozy mystery space station together in one package. Gail: It is…it’s great. It was totally one of those spontaneous, I had like a strange thought/dream/idea to do this. And a bunch of us were joking on Twitter about the craziest mashups of genres we could come up with and somebody was like, “Barbarian noir,” and so on and so forth. And I was like, “Well, I wanna do space station, cozy mystery.” And then I started thinking about it and then it happened. Then I was like, “Oh, okay, I’ll write it, I’ll write it.” I was supposed to be writing something else, of course. But sometimes I succumb to the lure of the ooh, shiny. Jeff: And it was a purple shiny too. So how could you resist that? Gail: I could not. And he’s adorable, the alien character. And I, you know, I have a background as an anthropologist. I have an archaeology…couple of archaeology degrees. And so I just love the way if you’re doing an alien character, you can comment on human social structures and culture and interactions. And so I might’ve had a little too much fun with that. Jeff: Well I was actually gonna get into that. I’ll hold that. Because we should at least tell folks, because I want to talk a little bit more about the origin story on this because you wrote about it. So just like, “I had this idea in the middle of the night, and then I tweeted it, and then it was a story,” which I love, but then there’s the fact that you went away to a retreat and worked on it and had to talk to other people about it while you were writing it. Gail: Yes. So for those…I should preface this by saying that for those who don’t know, I have two names I write under. So I write under Gail Carriger and I write under G. L. Carriger and the G. L. stuff has a much higher heat level. So it’s super sexy. And this book, “The 5th Gender” is a G. L. book. So warning for anybody who doesn’t like nooky because one of the things I realized through the course of that particular writing retreat was that if you’re writing about a species with five genders, human curiosity wants to follow them into the bedroom to see what it’s like down there. And so I thought about trying to kind of clean it up a little bit and it just…it didn’t work. So I was like, “Okay, we are going into that realm.” So I was supposed to go on this retreat and write something else entirely, and instead I just spent the entire week writing this book. And one of the funniest stories from that was me being like, “Oh shoot, what does alien jizz taste like?” Because we all know, at least we do if we’ve been reading my San Andreas Shifter series that wizard or mage jizz is fizzy and werewolf is spicy. And I was like, “Well, what do aliens taste like?” And this meant that I literally had to go and you’re never…on a retreat, you’re never supposed to disturb the cooks in the kitchen. But I was like, “If there was ever a question for cooks, this is it.” There is a crazy author running into the kitchen in the middle of them making shepherd’s pie and being like, “Oh, you guys, what does alien jizz taste like? Debate.” So we had a long debate about it and we finally decided, and you’ll have to read the book to find out. Jeff: Yeah, I wasn’t gonna ask you to spoil that, but I do have to know what exactly did the cooks make of this question? Gail: The cooks were quite game actually. I think they were pretty charmed because normally like they’re doing their art form and we’re doing our art form and never the twain shall meet until meal times. So it’s really rare for one of the authors to actually want the cooks’ help on something. So I think they were kind of pleased to be asked. Jeff: That’s very cool because some of them might have been like, “I’m sorry, what?” Gail: Oh, they know what I write. We’ve been going for a long time with the same cooks for a while, so. Jeff: So this group knew you so they weren’t necessarily surprised by… Gail: No. Well, it was a little out of the blue. I haven’t been writing the super sexy stuff for very long. Like normally my questions are like, “What’s the most ridiculously named, you know, Victorian dessert you can think of,” kind of thing. But yes, it was a little different from my usual questions. Jeff: And tell us what this book is about, this cozy mystery on a space station. Gail: Well, the tagline is an alien race with no word for murder has a murderer aboard their spaceship. And essentially the galoi are the aliens in question. And they are these purple…they’re these adorable sort of purple tentacled kind of, you know, High Elf, slightly looking alien creatures. And they are super isolationist. And the only thing that humans know about them is occasionally they will kick one of their genders. It’s always as one of the examples of the fourth or fifth genders and they’re kicked off and they’re in exile, and those galoi, which is the name of this alien race, go and live amongst humans. And humans actually adore them because they think they’re like sweet and cute and adorable. And they have no…they’re pure exiles. So they have no national allegiance, they have no planetary allegiance. And so they make really great attaches. They’re kind of really kind of comforting and lots of different alien races like to be around them. So they often become attaches to like ambassadors and stuff. So a lot of space stations….space stations consider it really lucky if they get one of these. And the main character, Tristol, he’s one of these aliens and he has a mad crush on the human security chief/detective that’s onboard the space station named Dre. But he doesn’t really get kind of like human flirtation and courting rituals. So he’s sort of…the book sort of starts with Tristol trying to figure out what cats are and why you would wanna keep them as a pet because he’s been asked by some human friends to cat sit. And then, of course, the cat escapes and hijinks ensue on the space station because what happens when the cat gets into zero gravity. Nobody wants to find that out. Anyway, and then the galoi are like super xenophobic, so they never reach out to humans. And then suddenly a galoi ship approaches his space station, which is crazy in many, many ways because they shouldn’t be approaching a space station that has an exile aboard it and they never talk to humans anyway. And they have this incredibly complicated non-pronoun language that kind of indicates status and has to do with all of these different genders. And so the humans are kind of panicking and freaking out. They don’t want a war. They don’t know what’s going on. And the spaceship basically says, you know, “We have a murdered galoi and we don’t know what to do. We don’t have security, we don’t have murder investigations. We don’t. So we came to you, violent humans, to figure this out for us.” And of course Dre, the human love interest is the detective. So he and Tristol have to team up because he needs Tristol’s help to explain how the galoi work. And so the two of them gonna figure out who done it and that’s basically it in a very large nutshell. Jeff: How did you go about creating the galoi? I mean, five genders, no term for murder. There’s like so many things that kind of click into this. Is there like…? Gail: I just, so like I said, I have an anthropology background. I mean, archaeology is blank, so obviously the biology and skeletal structures and things is what I mostly studied via anthropology, but you get a lot of like gender studies and cultural representations of gender and all that sort of thing as part of an education in the United States if you do an archaeology degree. And so it’s always been super, super fascinating to me. I have a minor in classical mythology with a focus on gender. It’s just something that has interested me. It’s really hard to tease out in the archaeological record. It’s prone to misinterpretation by archaeologists and historians and anthropologists. So there’s a sort of storied history with our own relationship from a scientific perspective with understanding gender. And so I just took a lot of that both kind of my education and, you know, how the world now is changing. I spent far too much time on Tumblr, so I have a lot of like non-binary and gender fluid and gender queer fans. And so I’ve just been kind of reaching out to friends and acquaintances. One of my best friends in the world is a bioethicist and a medical ethicist. And so she deals with training doctors in how to talk to people appropriately about gender. And so I’ve had all this sort of stuff messing about, and I was like, “Well, a way for me to explore this and have this kind of conversation with myself and the world is through an alien lens.” And so I just…I love thought experiments, and I was like, “So what if we have a race with five different genders and how would their language evolve? How would their culture evolve? How would they treat each other?” Like all of these, you know, archaeological things to think or anthropological things to think about. And then how would humans, even future humans, react when encountering that? And so that’s kind of where the conception started. And then I just made them purple because I like purple. Jeff: Why not? I’m a big purple fan too. Was there a lot of research kind of building this? Gail: Yeah. I actually have multiple blog posts that either I’m releasing them right now or I’ve just released them recently, speaking from the past into the future. But I have a bunch of blog posts about like a bunch of the research that I did and like some book recommendations and stuff like that, both from a fictional perspective and a nonfictional perspective and different blogs and stuff like that. But I like that. I like researching a lot. I try not to rabbit hole too much because the point is to write the actual book. So mostly what I did is I did that intensive week where I sort of just vomited forth this whole book. And then I went back and like teased it apart and looked into different…almost as…I almost treated it a little bit as if it were a nonfiction piece to go back and see what sources do I need to look up, what like different pronoun terms might be being used in hundreds of years, you know, by humans. That sort of thing. And it’s…since both the humans involved… I try to be complex in my races, whether they’re werewolves or aliens in that like…and to not either dystopian or utopianise either race, either humans or aliens. So both races still have issues. Both are still dealing with how the cultures have evolved and all of that sort of thing. So I’m not setting the galoi up as like the perfect model of a possible future. They have a different evolution, a different model. And they’re merely a vehicle for which we can examine perhaps some of our own biases and prejudices now. And that’s getting very, very serious because mostly what I want my books to do is make you happy and cheerful and be excited, delighted. And if it makes you think a little, that’s great. But really I just want to make everybody happy and hopefully Tristol will do that because he’s delightful. I love him. Jeff: What kind of, I guess, beta reading did you do to see how your various fans handle the gender discussion? Gail: Well, I have trans and gender queer and gender bending characters already, both in my main universe and in my traditionally-published books and in all of my…like my independent and my self-published works and in my novellas and stuff. Some of the main characters, some of them side characters. And so I know that they’re open to it, and I also know that the one that, you know, for lack of a better term, I have like a queer-centered, progressive kind of comfort food brand or business model or whatever, however you wanna explain it. And so I feel like most of my super fans are gonna be excited because what they want from me is that comfort, is that sort of upbeat, fun, slightly fluffy, slightly thoughtful, but ultimately, you know, everything’s gonna be all right. I’m never gonna depress you. There’s never gonna be like scenes of torture. It’s never gonna be angsty, you know, all of those things. It’s always gonna be delicious, I guess. Jeff: I like that as a term for a book. That’s just really fun. Gail: Yeah. It’s just gonna be tasty. Yeah. So they know that and that’s the part that they trust and generally I feel like they’re pretty open minded about how I’m gonna go there and explore that. I don’t think I would’ve done this book, you know, five or six years ago because I wasn’t sure. I had to kind of test the waters with the San Andreas books and some of the other stuff. But I think they’re pretty open to it. I don’t know. You never know. We’ll see how everybody reacts. Yeah, so I mean, and I have beta readers and some of them have read it. I was more careful with this book in making sure that like I had sensitivity, what I call delicacy readers. So people within kind of the gender nonconforming community, again, for lack of a better term. That was more important to me really. I don’t wanna offend, although, you know, everybody’s opinion is their own and everyone is entitled to it. So I’m sure if you come to any book with the idea of being offended, you’re probably going to be unfortunately. So, but I did put essentially a naked purple dude on the cover as a kind of like, “Be aware, there’s gonna be sex in this book. We’re gonna go there. We’re gonna go far out there.” Jeff: It’s cozy with sex and it’s funny and it’s sci-fi. It’s got a little bit of everything in it. Gail: Exactly. Jeff: Do you think you’ll revisit this later as like as a continuing series? Gail: I’d love to. Actually, I have another murder mystery and like I don’t consider myself like a mystery writer at all, but I have this thing as a writer where I don’t write a book until I’ve had what I call the epiphany, which is I need to actually see a scene with characters in dialogue. And it might not necessarily be the first scene or whatever, but until I see that I have that crystal moment, I don’t feel like I can write the book. So I have a lot of books that I’d like to write, but I’ve never had the epiphany with. So they’re just sort of sitting there. And I’ve had an epiphany for a second book in this series with Dre investigating another murder and Tristol still there and everything. But I don’t know how people will receive this one, so I don’t know if I will write that one, but it’s definitely there percolating already. So it’s a possibility. Jeff: It’s a possibility. Gail: Yeah. And the universe on the whole, because it is a science fiction universe, actually does have another, of all things, young adult series that’s set at it that’s kind of been on the back burner for a really long time which kind of has nothing really to do with this series except that the same conceits in terms of faster than light travel. And human…like colonization and planetary evolution are the same. And there’s like a couple of crossover alien races, but that’s about it. But it is the same sort of basic far future. Jeff: If you’ve got the universe, you might as well keep using it. So you don’t have to just keep reinventing the wheel. Gail: Precisely. Yes. That’s my feeling. Jeff: What do you hope readers take away from this romp? Gail: Well, like usual, I just want them to be like… My favorite thing is somebody writes to me and says, “You either humiliated me because I was laughing loudly on public transport,” and I’m like, “Yes.” “You kept me up all night.” “Yes.” Or, “You just left me with a big smile.” So that’s really what I genuinely want is a big smile on people’s faces. But it would be nice if people who read it thought a little bit about…a bit more about gender and how we intimately link biological sex with gender and that perhaps that’s not necessarily the…I don’t know, ethical thing to do – that perhaps gender is in fact a social construct. Or cultural construct. It’s something that anthropologists just accept. Like if you’re an anthropologist, you just accept that as a fact. Like we know, we have seen all of these different ancient and modern races or cultures with varying different interpretations of genders and it just…I don’t think it would ever occur to an anthropologist to like not be like, “Yes, gender is cultural,” but it seems that in the world today that isn’t an accepted principle. And so I guess, if anything, I want people to kind of get it, to maybe think a little bit about pronoun use and all that sort of stuff, I guess. Jeff: Now, as both Gail and G. L., you run across a lot of genres. You’ve got your urban fantasy, you’ve got some paranormal. Now you’ve got cozy mysteries in space. Comedy definitely cuts across all of them. Is there a genre you like most? Gail: I would say I have wheelhouses more than anything else. So there’s a podcast called “Reading Glasses” that talks about as readers we tend to have wheelhouses and if you read heavily in romance, you define those often as tropes. You know, like, “I like the enemies to lover,” or whatever. But a wheelhouse kind of has other things. So, and I would say that there are definitely wheelhouses I gravitate to. So I always write the heroine’s journey. I never write the hero’s journey regardless… Again, this is the gender thing, right? Regardless of the biological sex or stated gender of my main character, they’re always heroines’ journeys because a heroine’s journey, it doesn’t matter who’s undertaking it. So I would say that is one of my things. I always do ‘found family’, and I realized recently I had this big revelation that one of the reasons I strongly gravitate to reading gay romance in particular is because found family is a really popular trope within gay romance for obvious reasons because if you come to the queer community, it’s usually partly found family that brings you there because real family rejected you, at least often did when I was younger. So yeah, and I just love that as a trope, for lack of a better word. And so I have found family in my books all the time. I tend to have extremely strong female main characters except when I’m writing gay romance, of course. Yeah, and lots of queer. I was thinking recently that a slogan I really embrace would be queer comfort because I feel like that’s kind of in all of my books even the books that have heterosexual main couples. It’s really hard. At this juncture, I guess you could say that I trust my readers enough to relax and just write what moves me. I wouldn’t have written this book if I didn’t think at least some of them would enjoy it. I mean, what a privilege and kind of a blessing and a joy to get to do that. But it has been 10 years. So it did take a while. Jeff: And you mentioned that you’re not known for mystery, certainly. So you’ve taken this turn now to at least explore it once. Are there other things out there like, going after and trying to write a mystery, that are still things you want to do, things you’re looking at towards the future? Gail: Absolutely. There’s always… Like I adore high fantasy. Obviously, I’m really into world building. And so like I have a young adult high fantasy. It’s actually techno fantasy, kind of like the Pern books or “Darkover.” And so, you know, I’d like to do that. There’s a bunch of stuff that I kind of am excited and interested, and I’m a pretty voracious and pretty wide reader. So I think that makes you, generally speaking, a relatively wide writer. I think it’s unlikely I would ever break the trust contract that I have with my reader base and write anything dark. I certainly would never write anything gritty or gruesome. I don’t like to read that, so I’d never write it. And I think I’m out of my dark phase now that I have left high school. I don’t do the really kind of dark or angsty stuff. I was thinking about contemporary recently actually. And I don’t think I could write contemporary. The moment I start to think about writing something that’s just a contemporary romance or like women’s lit or even something, you know, Heaven forfend, like proper lit fic, it immediately just goes fantastical. I can’t, I have to inject. And if I were to describe myself as anything, it is, you know, science fiction and fantasy rooted, I like the world building a lot. And so I think it’s unlikely that I’ll ever write something that doesn’t have at least that as part of the component. Jeff: So how did you go from studying archaeology and getting these degrees to now becoming full-time author, writing all these books? What was that path? Gail: Oh my goodness. So I’ve two master’s degrees and I was working on my PhD and I always thought I would be an academic. I genuinely love archaeology. I’m one of those incredibly lucky people who left one career that she adored for another career that she adored. So, you know, tragedy of choice. And I was about to do my defense and I was about two years out which would have been my thesis years finishing my PhD. And I always wrote. I just grew up on what essentially amounted to kind of like a hippie commune kind of thing, and surrounded by artists. And the only thing I had learned really from that is that artists never make any money. And so being an author was really a bad idea. So I was like, “Okay, I’ll be an academic because, ooh, profitable.” At least it’s quasi reliable, right? But I always wrote, I just had that need. It’s kind of like breathing or something. And I figure if I write, I might as well submit. And so I was submitting, writing and submitting. And then I wrote “Soulless” as kind of a challenge to myself. I’m a bit of a perfectionist. I have a propensity for rewriting things over and over and over a million times and never actually finishing anything. And so “Soulless” was like, “You will take six months, you will write this weird book.” This was during the paranormal romance and urban fantasy bubble of the late ’90s, early 2000s. And I was like, what I really want from…I want a bunch of things, right? I want women to write funny stuff in genre, commercial genre. And that’s pretty rare. Most of the writers I knew who wrote funny stuff were like Terry Pratchett, Christopher Moore, Jasper Fforde, like a bunch of dudes. And I was like, “Where are my ladies writing funny? Where’s my urban fantasy set in a historical time period?” You know, I wanted all of these things and nobody was writing it. And finally I was like, “Well, that means I have to.” Jeff: Take the challenge. Gail: Take the challenge. And I really did write it as a challenge. And “Soulless” is a mashup. It tends to be what I write, obviously. I mean, I’m here talking about, you know, space, cozy mystery romance. So I obviously like mashing up things. And so “Soulless” is steampunk, urban fantasy, comedy of manners, romance. It’s a bunch of these different things. And I was like, no one will buy this because I had been in and out of the publishing industry and submitting short stories and I was like, “This…it doesn’t have a place in the market. There’s no shelf it sits on, like, no one’s gonna buy this. But I wrote it so I might as well send it out.” And I had one of those slush pile telephone calls from New York where they like…within a month somebody wanted to buy my silly little bit of fluff. And I was like, “No, you’re joking.” And so “Soulless” was a slow burn. It hit the market and it was really word of mouth. The librarians and the independent bookstores were like behind me 110%. They just loved this crazy little book. And I think it was mostly the funny, but you know, super strong heroine and, you know, like gruff, overly emotional werewolves and queer characters from the get go. And it just appealed to, you know, a kind of segment of society. So I was right about to do my defense when “Changeless,” my second book, hit the hit The New York Times and that kind of seed changed everything. It changed marketing, it changed how much money New York was willing to offer me and my partner at the time was like, “I make enough money to support us. Why don’t you see if this…why don’t you take a break from academia and see if this writing thing works?” And I did and I haven’t been back. Jeff: Well done. Ten years on. Gail: Yeah, a lot of it’s serendipity. And a lot of it is good friends. And then a lot of it was also like, I am super…I’m an archaeologist. Archaeologists are like the organizers of anthropology departments. You know, we’re logistics, we get large groups of people into foreign lands and then make them shovel dirt around, you know. We feed them and house them and blah, blah, blah. You know, we’re big on spreadsheets and organizing. So I already had that kind of part of my personality that I think not a lot of authors have. And so when I was successful, I was ready to be like, “Okay, let’s figure out how many books I can write in a year. Let’s figure out, you know, like… I like trad, but maybe this independent publishing thing is interesting. Let me go research that and experiment with that. You know, let’s try this thing.” I’ve always been like that. Even with my traditional publishers, like they would be like, “You sell really good in eBooks.” And I was like, “That’s because I have romance readers.” And they were like, “How do you feel about maybe doing this strange BookBub thing?” And I was like, “I think that’s a great idea. Why don’t we do that?” You know, it’s like I am game. So I think that has also helped is I’ve always been willing to take a risk, partly because I have a safety net. It’s like I can always go back to being an archaeologist. That’s fun too. Jeff: What’s your overall process? I mean, it sounded like, if I understood from our “The 5th Gender” discussion, it almost sounded like you did the first draft of that book at the retreat. Gail: Yeah. I work really well, it turns out, in a competitive environment. I didn’t realize, but if…I really am one of those writers who I’m social in terms of I like to sit across from somebody at a cafe and just type and just the act of having another writer or a bunch of writers around me also typing is really helpful to me. And part of it is kind of looking over and being like, “How many words have you done? Oh shoot.” And then just typing some more, you know. But yeah, so I do this one retreat every year and I know I can do 40,000 words at that retreat, which is either one novella or most of one of the G. L. books. So I usually sort of get prepared ahead of time with that preparation is writing the first 10,000 or just get…I’m an outliner, so I’ll get all the outline ready. I’ll get all the world building ready. And once I hit the ground there, I can just turn out a bunch of words and that’s great. I try to do a couple of other kind of long weekend baby retreats. I’d love to find other week-long retreats. But the style that I like is pretty rare. And the style that I like is just a bunch of writers writing and no workshops or critiques or anything. So I do that and then most of the rest of the time I am not somebody who can handle multiple projects. I learned that about myself the hard way. So I have to be working on one book and then close that book out and then move to another one. And so if it’s an independent project, what I’ll often do, so if it’s something that I’m gonna be self-publishing, I’ll often write the whole thing on a retreat or over the course of a couple of months. And then just put it to bed and then focus on incoming copy edits or a proof pass or writing a completely different project, and let it sleep if I can. I find that that marination really helps. And then I’ll go back and do a reread. And I’m a multiple editor. I think a lot of comic writers have to be because I do passes for like different kinds of comedy. So I’ll do like a word play pass and then I’ll do a sort of a slap stick pass. And then I’ll do like rule of three descriptive passes to try and get as much different kinds of humor back into a book as possible. And so, and then I have an alpha reader or two and they read before it goes either into my New York editor or off to my beta readers. And then I actually hire and use a developmental editor for my independent stuff as well probably because that tends to lean more romantic. And when I first started writing it, I didn’t really think of myself as a romance author. So I wanted to make sure that I was getting kind of the beats right for romance. So I have an editor who specializes actually in gay romance, who reads all of my romances and gives me feedback. And then it goes to beta readers for the Parasol-verse in particular because they’re like, they’re 25 books in that universe and there’s lots of crossover characters. So most of my beta readers are actually just super fans who are obsessed with the universe and have written me like either critical letters about mistakes that I made in terms of like getting character names wrong or eye colors or something. And usually I’ll be like, “You, would you be interested in being a beta reader?” Jeff: Right. Put those people to work. Gail: Exactly. I was like, “If you’re going to do this anyway, how would you like to get everything ahead of time?” And I give them lots of extra perks as well, special editions and stuff. Yeah, so it’s quite a process at this point. But my beta readers are killer. I’ve got just a team of four now and they’re really fast and great. I love them. And then I have a couple of awesome copy editors that I use and then a proof. The Parasol-verse gets a woman named Shelley Adina, who’s a fantastic steampunk author in her own right and a regency and who’s really, really good on the Victorian era. So it gets a world – like historical proofing basically. And then I have a formatter. I’m a big fan of finding people who are really good at what they do and hiring them to do it for me. Like I could change my own oil, I’m sure, but I’d really rather find a good mechanic, you know. And that’s how I feel about the book world as well. So I have a fantastic cover art designer I love working with and I just got to put my team in place and then hope that no one gets sick. Jeff: Right. That’s the key. Nobody can get sick. Not right now. Gail: Nobody get sick. Nobody can leave me. Very floored when that happens. Jeff: So you mentioned that you read a pretty broad swath of stuff. What are you reading right now that you’re loving? Gail: So I just did a reread on Amy Lane’s “A Fool and His Manny,” which because it got nominated for the RITA award and it was one of the few that did that was queer. So I had read it before, I just did a reread on that and I still love it. It’s very cute, and I love Amy. Amy’s one of the nicest human beings in the world. So that was really fun to redo. And I’m a huge fan of Mary Calmes. I don’t know how to say her last name. Jeff: You actually got it right. Gail: Did I? Jeff: You did. Gail: Oh, good. Yes. I will read… Pretty much she’s an auto buy for me. I just find…I know that there are tropes in place that…but I just find her stuff really…she’s a comfort read for me and as somebody who writes what I hope is comforting for others, like I’m always hunting for authors that give me that same sensation. One of my like constant of all things, comfort, reread rotation is Alexis Hall’s “For Real,” which is a fantastic BDSM, but it’s just like, I don’t know what, the writing is so good. And I will reread R. Cooper until the cows come home, the “Being(s) in Love Series,” which I really, really adore. So, which is an urban fantasy basically. Jeff: So you’re a podcaster also on top of all this other stuff. Gail: I am. I know. That is like completely not connected to anything, side project. Jeff: Well, I’m looking at you, I’m reading the website, getting to know kind of what I wanna ask about. I’m like, “A podcast? Wow. Okay.” And it’s about travel hacks called “The 20 Minute Delay.” How did this come about? Gail: So one of the things that happened to me in the course of this career is I went from being an archaeologist, I traveled a lot as an archaeologist, to being an author where it turns out I travel like five times as much. When I was booked, where I’m regularly, I was doing two book tours a year at least. And that was not counting all of the conventions and stuff I was doing. And a book tour is like 10 cities in 10 days. I mean, it’s crazy traveling. So I turned into a frequent traveler and I’m an organizer and I like to hack things and figure out the most efficient way to do everything possible. And I realized I was doing that with travel. And there are two things that I can talk…well, there are three things that I could talk about, books that I love, like literally until the cows come home, food that I love to eat, and travel hacks. And then I met my friend Piper. And Piper has a day job that has her traveling 80% of the time. And she has, if possible, more travel hacks than I do. I was basically like, “Piper, let’s do a podcast. It’ll just be like 20 to 30 minutes and we will just get on and we will chat about a place that we’ve been recently, and some like delicate matter of etiquette when traveling, like whether you recline your seat or not and how you deal with that,” or recently we did a really good one actually on rental cars. I don’t rent a car that often, but Piper does all the time. And she had some awesome tips for like how to get the best rental car and, you know, what apps to use and all that sort of stuff. And then we do a little gadget where we’re just like, we test a gadget, like a new neck pillow or something and then we talk about, you know, what is that little gadget thing. And sometimes it’s just like, I like the snacky bags. Like you should always have at least two plastic snacky bags with you because they just always come in useful. So sometimes it’s a gadget like that, but we have a really, really good time. And I’m a voracious podcast listener. Like when we started, I’m a fan of this show. So I figured, generally speaking, you eventually become a podcaster if you are a big fan of listening to them. Jeff: That’s probably true. And I think for any of our listeners who are, you know, thinking about, you know, their trips to GRL come October, start listening to “The 20 Minute Delay” now to get all your travel situation put together. Gail: Because Piper and I are both authors, like we don’t…we try to couch our tips as much as possible in terms of anybody can use it. But we are both women. We are women who travel alone and we are both authors. So we will tackle things like how to travel with a bunch of books, like how to fly with 50 bucks or what have you. And we also talk about like safety when you’re staying in a hotel by yourself and that sort of thing. Jeff: So what’s coming up for you next this year with the writing? We’ve got “The 5th Gender” out, what’s coming next? Gail: Next, I have the final book in my Custard Protocol series coming out, which is “Reticence.” And that’s book four of the Custard Protocol that comes out at the beginning of August. And that’s actually rounding out the series in the Parasol-verse for a little while, my steampunk universe. I’m not ruling out doing another series in that universe, but I think I’m gonna take a little break. And I’m on proposal for a new Young Adult series. So who knows? It’s traditional, so it could take forever, could suddenly happen. You never know. And then in October I have a special collector’s edition coming out from Subterranean Press called “Fan Service,” which is for my super fans, which has my 2 supernatural society novellas bundled together with an exclusive short story that’s a hardcover fit, super fancy addition that there’s only gonna be 526 of those printed. And so that’s my October release. It’s so pretty. They can be very pretty covers, Subterranean. Jeff: That’s cool. And what’s the best way for folks to keep up with you online so they can keep track of all this? Gail: Well, in addition to everything else, so in case anybody’s in any doubt, I kind of have no life. I just did…this is like what I…like, I listen to podcasts, I read, and I play online, and occasionally I write, you know, because that’s my job. So I am on all the things online. I genuinely like social media. I know. I know, it’s crazy, but you can pretty much find me on any platform that you like. If you google Gail Carriger and then the name of the platform, I will probably pop up. And I try to use the platform in the way that it’s best suited. So, you know, there are pretty pictures on Instagram and there are lots of pinned gorgeous dresses on Pinterest and historical dresses and crazy aliens. And then I also have a newsletter. The newsletter is definitely for super fans. So it’s very chatty and it’s full of like sneak peeks as to what I’m actually writing and not talking about online yet. And I do freebies and giveaways and stuff there. Jeff: We’re going to link to all that good stuff in the show notes, of course, so people can find it easily. Gail, thanks so much for hanging out. It has been so much fun. Gail: Oh, it’s been a real pleasure. I can’t say how delighted I am to be on and I can’t wait to listen to this from the other side.
April was our most downloaded month ever. Thank you to our listeners! Jeff and Will discuss their upcoming travel schedule. They will be at the Romance Writers of America national conference, Podcast Movement, Dreamspinner’s Author Conference and GayRomLit. Jeff reviews Top Secret by Sarina Bowen & Elle Kennedy and Red, White & Royal Blue by Casey McQuiston. Jeff interviews Casey about her debut novel. They talk about the inspiration for Red, White & Royal Blue and the impact the 2016 election had on the story. In addition, they discuss the recently announced movie adaptation, what got Casey into writing romance and what she’s working on next. Complete shownotes for episode 187 along with a transcript of the interview are at BigGayFictionPodcast.com. Here’s the text of this week’s book reviews: Top Secret by Sarina Bowen and Elle Kennedy. Reviewed by Jeff. I’ve been a huge fan of Sarina Bowen’s for some years now. Her Understatement of the Year is among my favorite books of all time and I also love Him and Us which were co-written with Elle Kennedy. Sarina and Elle are back with their first m/m romance in three years with Top Secret. They’ve written an extremely satisfying enemies to lovers romance that sizzles but also has some extremely sweet parts as well. Keaton’s a college junior from a privileged family whose been with his girlfriend since high school. For her birthday, she announces that she wants a threesome. After brief thought Keaton agrees. He lives in a frat house where one of his frat brothers is Luke. Luke basically keeps to himself barely gets along with anyone in the house. Luke’s a townie, going to school on an academic scholarship and as a despicable mom and older brother who only want to take advantage of him. He lives in the frat because it’s cheaper than a dorm and he’s running for president because that means free room. Keaton looks to an app to help find the right guy for this birthday present. He signs in as LobsterShorts and soon ends up talking to SinnerThree. Once SinnerThree finds out it’s Keaton’s first three way, he wants to make sure Keaton would be cool with him in the mix and to start considering what the rules would be. SinnerThree even gives sexy homework. This gets Keaton thinking because he’s buried his feelings about guys for a long time. Of course, SinnerThree is Luke, who lives right across the hall. What makes this book work so extraordinarily well is the two sides of Luke and Keaton we see between their public personas and their chats on the app. Luke wants to escape the town and the life he’s known growing up. He strives to excel in school so he can get the high-paying job and never be reliant on anybody again. Meanwhile, Keaton knows he’s got all the privilege but he also chafes at the expectations that his family and friends put on him and he keeps all that to himself because it’s what he’s supposed to do. When they’re chatting as SinnerThree and LobsterShorts the conversation occasionally drifts from figuring out what Keaton’s boundaries actually are to discussing their realities and what they want out of life. Their emotional shields fall away. The way Sarina and Elle transition from sexy to sweet and back again is perfect. Of course, the night finally comes and Keaton and Luke find out they’ve been talking for weeks. The night doesn’t go as planned, but they don’t stop exploring their sexual feelings or sharing closely guarded secrets. Both guys have great growth as Keaton comes into his own, embracing his true sexuality and the career he wants after college. I’m particularly happy this wasn’t a gay-for-you story but rather about a young man figuring out who he is. The battle for Luke is about his sexuality at all–he’s proudly bisexual. He can’t fathom that anyone could love him because of his terrible family. He’s been so battered by them, that he’s hesitant to accept help from anyone because it would surely come with strings. Thankfully, even though Keaton bungles quite a few things with Luke, he also works to make it right. It’s a credit to Sarina and Elle that they have created such fully fleshed out characters who evolve so much through the story. I was invested in so much more than the romance because I wanted these guys to find their way too. The motley crew of frat brothers also brought some great depth to the story as they were a mix of those who were genuinely kind and others were douchey. The parents were also an interesting contrast between Luke’s trailer trash and Keaton’s very well-to-do. Keaton’s father and mother are far more than meets the eye too. I don’t want to get into spoiler territory, but I have to call out them out too. It’s an example of Sarina and Elle creating multi-dimensional characters. Another extraordinary part of the story for me was how the black moment played out. A lot of stuff goes down and there were plenty of opportunities to cheapen the story. The way the last twenty percent of the book played was perfect even while it provided me with quite a few moments of stress. We’re headed into summer and this book is perfect for vacation reading. I highly recommend Top Secret by Sarina Bowen and Elle Kennedy. Red, White & Royal Blue by Casey McQuiston. Reviewed by Jeff I knew this book would be exactly right for me. I have a thing for the royal trope and the idea of an American first son and a British prince getting together made this a must read. What I didn’t expect was how Casey McQuiston elevated the material putting this enemies to lovers romance on the list of my all time favorites. Alex Claremont-Diaz is the first son. Henry is the prince. They have secretly crushed on each other for years. They developed an enemies vibe at the Rio Olympics when they had a less than good encounter, especially from Alex’s point of view. Move forward to today and a near international incident set off by the two at a royal wedding. As part of PR disaster control, a story is created that Henry and Alex are actually the best of friends. After some forced outings to appease the press they start talking to each other more and get past their public personas. One of the things that makes this story works so well is Casey has created an alternate history that many of us would like to see. Claremont took office from Obama so the Trump nightmare never happened. And it’s wonderful that her son is Mexican-American given the current hate filled climate around immigrants. There’s even a couple of lines in the book about how it’s not lost on Alex that there are some people who hate that a Mexican-American took the job of first son. Alex and Henry talk a lot about the lives they want. They’re both expected to meet family obligations and be leaders for their countries–it’s not really what they want though. The texts, emails and phone calls as Alex and Henry reveal more and more of themselves are absolutely priceless. At times funny and others heartbreakingly honest, they talk about how they feel trapped. As the first sparks of romance blossom between them their enemy side is quite fiery as they have rage filled kisses before succumbing to the fact that this is something that they both desperately want. The back-and-forth between sweet romance and the slightly angry romance enhanced the story as they fight against their feelings. The reality stays firmly rooted throughout the story and I loved that. Sometimes the royal trope, as much as I enjoy it, is far more fantasy than reality. It’s part of what makes the trope so good–that chancea prince might be your neighbor. This world could exist–a prince and a member of the first family. Casey gives them all the trappings, including secret rendezvous’s that are partially orchestrated by their security teams. Of course, as must happen the romance is horribly revealed and damages them both. The guys had to really work for the happy in this book, which makes the ending so sweetly satisfying. There were a lot of ways the end could’ve played out, but I can’t imagine one that would’ve been more perfect than what Casey gives us. I haven’t felt as overall thrilled by a book as I have by Red White & Royal Blue in quite some time. It reminded me of reading Becky Albertalli’s Simon vs. the Homo Sapiens Agenda and the wonder of such rich, vivid characters in a charming story that deserves to be real. Casey captured not only an America that I desperately want to live in but a romance that was everything that I ever wanted. I could gush on and on about this book, and will more in the upcoming interview. For now I’ll leave this by saying that I beyond highly recommend Casey McQuiston’s Red White & Royal Blue. This interview transcript is sponsored by Dreamspinner PressDreamspinner Press is proud to publish Hank Edwards and Deanna Wadsworth’s new book Murder Most Lovely. Check it out, and all the new mystery and suspense titles from your favorite authors like Amy Lane, KC Wells, Tara Lain, and Rhys Ford, just to name a few, and find a new favorite author while you’re at it. Go to dreamspinnerpress.com for everything you want in gay romance. Jeff: Casey, welcome to the podcast. Thanks so much for joining us. Casey: Thank you so much for having me. I’m very excited. Jeff: So, before we got to this segment, I spent a ton of time just going over “Red, White & Royal Blue” as being one of the best things I’ve read this year and one of my top books maybe in the “ever” category because it’s everything I needed in a romance with the prince trope and essentially royalty in the U.S. with the first son. And, I mean, Alex and Henry are so awesome. Tell us what your inspiration was behind this book? Casey: Yeah. So I first started…actually, it’s weird. A couple of days ago, I was going through my Timehop which shows you, you know, what you tweeted two, three, four years ago, and I realized that, a few days ago, which is April 13th, was the day that I tweeted, “Hey, I just had this idea for a book.” And it took me back to that moment of the exact lightning strike moment when I knew what I wanted to write. And this is a question we’ll get into later, but it was one of many attempts at a book I had started and none of them had really taken hold of me like this one did. So it was early 2016, I was obsessively following the presidential election, which, you know, we all were at the time with a lot of optimism. And, at the same time, I was reading two books. I was reading “The Royal We,” which is by Heather Morgan and Jessica Cocks, and it’s basically almost a novelization of Will and Kate with a bunch of different things changed about it. So I was reading that. And I was also reading a super dry Carl Bernstein Hillary Clinton biography, which was a fun little juxtaposition. And I had this idea in my head of I want to do… I’ve seen so many sub-versions of prince charming trope, but I feel, as a queer person, I’ve never seen one that seems the most obvious to me, which is, you know, what if, he wasn’t the perfect, going to produce a million heirs, prince, you know. And then on the other side, I was I loved “Chasing Liberty” when I was growing up and “My Date with the President’s Daughter” and I was really into the idea of a rom-com starring this rebellious first kid, and I couldn’t decide which one I wanted to do first, and I was like, “Wait a minute. If I put them both in the same story, I don’t have to pick.” So, honestly, it was me being indecisive that led to that decision. And on a wider scale, a bigger scope, I just really was looking for the perfect, fun escapist tropey rom-com that was so undeniably fun that the fact that it was also queer wouldn’t keep it out of the mainstream, you know, because a big thing that I want to do as an author and as a queer person is push those stories into the mainstream and be like, hey, you know, it’s kind of what they say in “Love, Simon,” everybody deserves to have a great love story, you know. And so everybody deserves to have a big shiny tropey, fun rom-com, you know. So, yeah, that was kind of where it came from for me. Jeff: And there is so much rom-com-y goodness floating in this book. I think you pulled a little bit from everything. Without giving spoilers, because there could be some depending on what you pick for this, what are the rom-com moments that just sticks out for you as one of your favorites among all of them? Casey: Wow, that’s a good question. I have pulled so many tropes from so many of my different favorite rom-coms. But there is this one thing that I love in every rom-com which is the gratuitous karaoke moment, which is actually if you ever watch “Crazy Ex-Girlfriend,” it’s a song on “Crazy Ex-Girlfriend” like “Shake Me Up.” Okay, yeah, that. So it’s like “27 Dresses” does it, and “10 Things I Hate About You” does it where it’s like somebody gets up and sings a song in front of a bunch people for no reason. And it’s like, “No, this doesn’t happen in real life, but it’s super fun.” And so writing the whole karaoke scene, which I don’t think is a spoiler, that was so much fun for me because I was, you know, as musical theater kid in high school, we all were, and so I got to be so indulgent with that, and it was such a blast. I loved it. Jeff: I think you picked a great one right there because you’re right, there is that moment. There’s even that movie, which of course I’m blanking out on right now, that was like…it was a Rebel Wilson movie earlier, I think this year, that she’s, like, there’s always the karaoke moment that she ends up trapped in the karaoke moment in her own little thing. Casey: I love the karaoke moment. Jeff: That says a lot about people, the songs they pick. Casey: It does. It’s character shorthand for sure. Yeah. Like when Bea gets up and sings “Call Me” by Blondie in the book I’m like, “This is what she’s about, you know.” Jeff: Yeah. There have been so many accolades on this book before it even got published. I mean, we were reading about it, I think in “Blush” almost two months ago now. What’s resonating so much with all these pre-readers? Casey: God, you know, I mean, just to start off, I’ve been, completely blown away by the response to it. When I wrote this book I was like, “This is so niche.” It’s a queer political rom-com with royal elements. And also we talk about gerrymandering in it, and I was like, “This is so niche,” no one’s gonna care, no one’s going to publish it. I was like, “I’m going to try and query this for a month, and then I’m just going to self-pub,” you know. And the fact that people have engaged with it so much and that it has gotten, I think three-star reviews now which is just blowing my mind completely, so beyond grateful for those. It’s just been so staggering and incredible. But, I don’t know, I think that right now the world is really depressing. We live in a world right now that is at times literally on fire, you know. And it is so important to have these little oases or moments of respite and little escapist things because when I first started writing this book, I’m so neck deep in the news cycle and I really couldn’t finish it until I pulled out of it because I realized that wasn’t what it needed to be. It didn’t need to be mired in all of the negativity and all of the darkness that was going on in the world. It needed to be this spark of hope, you know, that would kind of feel… I think about when Obama won re-election in 2012, and I was with my friends. I was in college at the time and we went out on the balcony, and popped a bottle of $60 French champagne, and I think about how I felt in that moment and I was like, “I want this book to feel like that moment,” you know. And I think that a lot of people have been missing that feeling. I think that we have so few things, especially when we look at the political sphere right now, to be excited about and to be hopeful about. And I think that we’re all just nostalgic almost for when we had hope. And I think that what this book does is it lives in the space of being here and now and still having hope, you know, and I think that’s really resonating with people. And then I also think that people are just excited to see…we’re seeing it with Helen Hoang and Jasmine Guillory who are writing romances that are integrating, you know, neurodiverse characters and just racially diverse characters. I think a lot of people are tired of seeing, you know, the same two straight white cisgender, neurotypical people falling in love, you know. And so I think that people are hungry for something that’s different in rom-com that can show that different types of people can have that same big, huge, escapist magical love story. So that’s kind of where I think it comes from. Jeff: You noted that you started writing this in 2016, essentially before the election happened. Do you think you would have written the same book had Hillary won? Casey: That’s a great question. And the book I had planned to write before the election went the way that it did was a different book. There were so many threads that I ended up dropping. I, at one point, had…and this was before anything about Russia had come up. I, at one, point had… a Russian double agent involved in the campaign and I was like, “This is too unrealistic. No one’s going to buy this. I’m cutting this,” you know. And now I’m like, “God…” But, yeah. I mean, it definitely…I think it would have been more lampooning the Democratic Party…not that I have anything against the Democratic Party as someone who is registered as Democrat, but it would have been more of “Veep” style, you know, that we’re all on the same side here, so we’re going to send each other up kind of thing. And instead it’s still very tongue in cheek, and it still has that “Veep” side to it, but it needed to have more of…. it needed to be less cynical, basically, you know, because I don’t think that we can really afford a lot of cynicism right now beyond what, you know, roasting the President on Twitter is cynical, I guess. But, yeah, I think that there are certain things that happen in the plot that never probably would have been explored if the results of the election had gone differently because I don’t think I would have felt as much of an urgency to put those into the story. So, yeah, it definitely would have been different. It definitely would have been a lot different. But the President was always the same. President Claremont was the same character from the moment I came up with the idea for the book. She’s like Tami Taylor, from “Friday Night Lights” meets Wendy Davis, the politician from Texas, meets a tiny bit of Selina Meyer from “Veep” and probably every strong female in my life, you know. So, yeah, long story short, yes, it would have been different. Jeff: One of the things I like about it so much, and you touched on this a little bit, is that it’s not two white guys getting together because Alex is Mexican-American. And certainly given how things have played out under the current administration, having that element in the White House as first son, it says a lot. And Alex comments on this, you know, periodically as he’s kind of going through things and how that aspect of his heritage plays into things. Did you have that set early on or did that kind of manifest as we saw how immigrants were being treated post-election and even during the election cycle for that matter? Casey: Sure. Well, the minute…it kind of was, like, the plot itself that informed what Alex would be because, like I said, the first character I came up with was the president and everything kind of formed around her. And I’m from Louisiana, and I have this huge chip on my shoulder about democrats, and liberal people, and progressive people in red states because I was one for so long. I live in a purple-y state now. But, you know, I feel they’re so often written off and discredited, and I can probably count on one hand the number of actual presidential candidates who came and campaigned in my hometown, which is the capital of Louisiana. And people just don’t see anything worth investing in. So I wanted to do a southern Democrat. I didn’t think that a Louisiana Democrat was that realistic, so I did a Texas Democrat. And from the minute I knew she was from Texas, I was like, “Well, it would make sense for her to have married a Mexican man, or a, you know, a first or second generation Mexican man.” And it just kind of went from there where I was, like, “You know, I really do like that idea of that.” I spent so much time in Texas, I know so many people from Texas, I know so many Tejanos and people… it just made sense to me. And then, you know, the more that the rhetoric kind of got really vitriolic about Mexican immigrants around the election, I was like, “Yeah, fuck you. Actually, I am gonna put some Mexican people in the White House.” Yeah, that’s what’s gonna happen. I did as much as I could with it. Obviously, I’m white, and I did a ton of research, I talked to a ton of Mexican friends of mine, and especially Tejano first or second generation people. And then what I’m really excited about with the movie is that we have the opportunity to bring in more people on the creative side who are Latino who can offer more of that voice, that can go farther than I could go with it and that can explore more things with it. So, yeah. It just felt really natural to me, he’s from Texas, of course, he could be half Mexican. That’s just so typical there. So, yeah, it was a very natural progression of the character for me. Jeff: And in a weird twist, I’m actually interviewing you from Dallas. Casey: Yes, I know. I was just thinking about it. That’s so funny. Yeah. I feel like that’s appropriate. I feel the stars aligned to have you interview me from Texas. Jeff: And finish the book while I’m in Texas. It was kind of crazy. Casey: Yeah. That’d be so appropriate. I’m really excited because my second tour stop is in Austin, and I’m so excited. I haven’t been to Austin, like, a year or two, and it’s just feels so right to go back with this book. So I’m so excited. Jeff: There is a ton of history in this book. Henry goes into a lot of history of the monarchy. And one of the things I loved is in the emails that Alex and Henry are trading, they end up and quote a lot of literature or other letters of historical people. How much of that was in your head, and how much was “I need to go off and do a ton of research?” Casey: So, for me, a lot of…when I was talking about… there’s parts where after Alex starts figuring stuff out, he starts, like, develops independent research of, like, let me remediate myself on queer American history, and reconnect with it, which I think is something that a lot of queer people in their 20s do. Especially for me when I was 20, 25, and then I started to figure myself out, I was like, “Wow, I need to know the first thing about my own community.” And so I went back and really read a lot and educated myself. And so a lot of the American history, American queer history was stuff I was already familiar with because that’s something that I felt was my responsibility to learn in the past. But, yeah, I definitely didn’t know a lot about queer British history at all. And so that was a lot of reading for me, a lot of, you know, finding history threads on Twitter, and then okay, I’m gonna go look up all these stories individually, and find out what’s the real truth, because things get twisted online. But, yeah. The letters kind of started with…and this is gonna date when I started writing this, but I was really coming off the “Hamilton” high, you know, which I think we all were in early 2016. It was like, “Oh, man, I’ve been mainlining Alexander Hamilton history for six months, you know.” And, you know, I was really interested… I love all of Hamilton’s love letters with Eliza, but there was also his letters with Florence that were really fascinating to me, and I had started looking into that and that was how I found this book called “My Dear Boy” by Rictor Norton. And I found that because I was researching the Hamilton Lawrence letters, and that was where I found a lot of the letters that are featured in the emails. And then I also was looking into Virginia Woolf, and Eleanor Roosevelt, and all those figures from history who also have a lot of archive letters that are very interesting. And, yeah, honestly, it was almost…I had a blast with it because it was just a queer history, like Easter egg hunt. And, you know, I intentionally did that in the book because I pictured this book…I pictured it being something that a lot of people at different points in their journey with queerness would read, and I would want…let’s say some 19-year old who’s just figuring things out, and they don’t really know anything about queer history, I’m like, “Well, here’s the name of something that you should go look up.” “Here is ‘Paris Is Burning,’ go watch it,” you know, kind of thing. And so it was, it’s really, a bunch of sneaky history lessons. I’m a nerd, and I was like, “You should know this, too.” But, yeah, I had a blast doing that. And then just research, in general, was just so much fun. I spent so much time poring through the royal collection archives online, just for throwaway jokes and stuff. I was a journalist for six years before I quit to do this full time. And so, yeah, I’m a huge nerd and I love historical context for everything because that’s just what I’ve been wired to do for so long. So, yeah, that’s kind of where it all comes from for me. Jeff: And my musical theater geek self loves that “Hamilton” had a play in that because I kind of felt that I was reading some of it’s like, “This seems very ‘Hamilton’ in some ways that they’re using this.” Casey: I battled with myself over whether “Hamilton” was a thing that existed in this universe, and if I should mention it in the book, and I was like, “I’m not gonna,” because it’s still so fresh and I feel it’s gonna date the book a lot. But it’s definitely, like, there’s this undercurrent of we’re doing colonial rap battles under the text, you know. Jeff: That’s one of the things I like about this so much is that it is current revisionist history, you know, because, I mean, most of it, and this doesn’t get to a spoiler, most of it is leading into the 2020 election, with Claremont being President in the here and now and having succeeded from Obama. Yeah, its current revisionist history. It’s very interesting how that plays itself out. Now, I think we mentioned that this is your first book that’s out there in the world. What got you into writing romance and specifically m/m romance? Casey: I mean, I have always consumed all types of media and this is my one sacrilegious answer that I give in interviews which is I’m really more into movies and TV than I am into books, and that is the most media that I consume. It’s not what I write, I’m not a screenwriter, I’m not good at that type of writing, but it is where I pull most of my influences from, and what I consumed the most as a kid, I mean, unless you count “Harry Potter,” which everybody read… Jeff: Which does very much exist in the “Red, White & Royal Blue” universe, which I also love. Casey: Oh, yeah, very much so. But what I engaged with about all of those things was the relationships in them. I’ve watched “Lost” and I was like, “I don’t care about Dharma, or the clues or what this island actually means to the polar bear,” I was like, “I care about that everybody’s gonna end up together that I want to end up together in the end, you know,” and it was always like that with everything I watched. I’ve watched “Buffy,” and it was always about that for me. It was like, “This is cool, mythology is cool, whatever, but, like, Spike,” you know. And it really that was just what grabbed me, and so I knew that was what I was always gonna wanna write. And I tried to write other genres. Every other book I tried to start writing was young adult, magical realism, or young adult fantasy, which is clearly not my genre. And I tried a bunch of different false starts in those genres, and it didn’t pan out for me. And this was, like I said, the first time, I had an idea that completely grabbed me. And I think, like I said earlier, I gravitate to writing queer fiction for the same reason that straight people gravitate to writing straight fiction which is that I’m a queer person, and it’s my experience, it’s what I know. I didn’t really come into this book with an idea of what the gender should be more than what the story would be and it formed around that because I didn’t think that the story would take on all of the same qualities. If it was two women, you know, I thought that it would be a little different tone. I felt if it was two women there’d be a porn parody within 15 minutes of it coming out, you know. And so it’s just, there’s just different ways that lesbian couples and gay men couples are perceived by the world I felt, and for this story it made more sense with two men, and I also wanted to do that prince charming trope sub-version. And so it just kind of told me what it wanted to be. But my next book is…it’s about two women, and it’s a completely different story. And so, yeah, I really…honestly, it’s just me trying to make queer rom-coms a mainstream thing more than anything else. Jeff: More power to you. And, so far, it looks like you’re doing a great job with that. Casey: Thank you. Thank you so much. Jeff: This question may not have a good answer based on what you just told us about your kind of TV and movie thing, but are there authors who influence you? Casey: Well, yeah, I mean there are definitely authors that influence me. I loved Oscar Wilde growing up which is, you know, I was 15, my sisters, I remember being at my sister’s college graduation with highlighter and sticky tabs going through “The Importance of Being Earnest.” So, yeah, I did my term paper in high school on “The Picture of Dorian Gray,” and I was like, “This is straight behavior.” But, yeah, Oscar Wilde was a huge influence on me. The “Harry Potter” books, yes, of course, they influenced me. I read a lot of non-fiction and a lot of memoirs actually because I love the voice of them, and I think that’s what helps me to have a good narrative voice. So I love Carrie Fisher’s writings, I love…Nora Ephron’s memoirs are all incredible, Mary Karr. Let’s see, what else. I’m looking at my bookshelf right now. What else do I read? Jane Austen, obviously, the classics of romance, you know. And then more recently, my favorite author right now is Taylor Jenkins Reid. “The Seven Husbands of Evelyn Hugo” is my favorite book I’ve read in the past couple years and definitely has earned a spot on my all-time faves shelf. And so that’s definitely… And I loved how she does a lot of…she does a lot of what we call in journalism alternate story formats, so epistolary style things that are threaded into the book, which is something that obviously I really love too. And then yeah, that’s…I mean, I read a lot…at least I read a lot of non-fictions like Rebecca Traister and Roxane Gay, those are those are all my faves. But then I pull from a lot of a lot of TV and movies. The biggest influences on this were “Veep,” “Parks and Rec.” There is this web series called “The Gay and Wondrous Life of Caleb Gallo” that I love, and it’s so millennial absurdity that it really kind of like… there’s a shout out to it in the book because they play the song, “Loco In Acapulco” by The Four Tops in that show, and I put that in the book. Yeah. So I’m kind of all over the place. I have a lot of influences and a lot of things that kind of all feed into what comes out of my brain. Jeff: So let’s talk movie. You hinted that a little bit ago. Amazon and Greg Berlanti picked this up before, you know, again before it’s even published out to the world. What was your reaction when you first heard that that was a done deal? Casey: Well, I mean, it was so many stages of reaction because what people don’t see behind the scenes is that the process is crazy. It starts with I have a Hollywood agent, and she sends it out to people and then one producer expresses interest and then more producers can if they want to, and then it turns into you’re on the phone with, you know, such and such from whatever huge production company, and it’s like, “I’m not qualified to do this.” And you talk to those and you pick your producer, and that’s how I picked Berlanti. And I was just really excited to even have a chance to work with them because I’ve loved so much of their work, not even just looking at “Love, Simon,” and going back to “Political Animals” which was a six episode series that’s on Netflix. It’s got…honestly, I have to say one of my touchstones too because it’s got Sigourney Weaver is the president in that which is just amazing, and they’ve got Sebastian Stan as one of the president’s kids, and he’s very tortured, and recovering from addiction, and he’s gay, and he’s Sebastian Stan so he’s crying, you know, and very beautiful. But, yeah. So I just knew that he had the range for it and I also knew that based on “Love, Simon” that production company had the chops to get an unapologetically queer rom-com into the mainstream. But also it was on a personal level, I just remember going to see “Love, Simon” in the theater and that was probably a week after I signed my book deal. And I showed up with an entire eight-inch Jimmy John’s sub in my purse because I knew I was going to cry and I like to eat my feelings. So it was literally me alone. I had to drive 15 minutes out of my city because I was living in Louisiana at the time to find a theater that was playing it, and it just me alone in the theater with my sandwich and was just weeping to Jennifer Garner, you know. And I just remember getting in my car and thinking if my book could make people feel half as seen as I just felt by watching that movie, then I will be so, so happy. And so I’d have the chance to do, to kind of pay forward what that feeling was for me to the next round of people, especially queer people, meant so much to me. And then yeah, Amazon, they just care so much about the project. They’re so passionate about it. They want it to, you know, really…they’re actually really invested in diversifying what is in the market, and taking some risks, and doing projects like this. And it’s just so incredibly mind-blowing, and it really doesn’t feel real yet to have people want to invest those kinds of resources in a story that I wrote. More than anything, I’m just so excited about what it could represent and what it could mean to people. I think about like…and not to at all compare the histories of these communities, but I think about “Black Panther” and “Crazy Rich Asians” and what those movies meant to have as big cinematic events geared around a demographic that wasn’t usually catered to by the mainstream, you know, and what it meant for those people and what it represented for the future of storytelling for different groups. And I like the idea of being able to make any kind of similar impact with movie is incredible. And I really hope that we can do that, and I really hope that it can be the beginning of a lot more queer rom-coms, you know. So, yeah, it’s amazing. I’m so, so humbled, and amazed, and really excited to see what comes next with it. Jeff: As you were writing, I think all authors tend to cast their books to some degree. Do you have in mind, and knowing this is totally separate from anything that Amazon and Berlanti might do… Casey: Sure. Sure. Jeff: …do you have in mind who Alex and Henry are, at least in your head, as you were writing if you had to assign them an actor? Casey: Well, it’s so hard because…and this is kind of an indictment of the state of Hollywood and that is slowly beginning to change, but there really aren’t a lot of young Latino actors out there choose from, you know. And so it was… there really wasn’t a definitive Alex in my head because I have looked and looked and it was so hard to find someone that fit. And that’s what’s exciting to me about the movie is I think that we will get a chance to kind of give a star making role to some young unknown Latino actor, which would be amazing, and I would love to do that. And Henry is just very elusive. There’s five million charming white British men, but in my head, he’s just so specific-looking, and I have not yet found anyone that matched him. But the parts that were, I think, easiest for me to assign an actor to were like… I always pictured Daniel Day-Lewis as Richards with like the silver foxy and then, Ellen Claremont in my head from day one has been Connie Briton. And then, I mean, Rafael Luna in my head is Oscar Isaac for sure, you know. Jeff: Oh, yeah. I like that. Casey: There’s some characters that I came up with the character first and then tried to figure out what they looked like, and there are other characters where… with Rafael Luna I was like, “I want a character who looks like Oscar Isaac. What’s he going to be?” you know, and that was kind of how that came to be. But, yeah, I’m really excited casting is going to be so much fun, and I’m very excited about it. And I’m really, really excited about just getting to see, you know, what we can do for some…I think there’s gonna be a lot of unknowns in the lead roles, and that’s going to be amazing because they’re going to be able to really step into and embody those characters without it being distracting, like, “Oh, that’s like so and so. I look at them and all I see is the character they played in ‘Game of Thrones’ or whatever.” Yeah. so I think that’ll be, you know, a fun thing. But, yeah, that’s kind of it for that. Jeff: Do we get to see more of Alex and Henry in the future do you think? Casey: I think that I would not rule that out, and that’s all I can really say about that. Jeff: Sure. Casey: Yeah. I think that that would be amazing. I would love to do that. Jeff: And you mentioned your next book is going to be a female pairing. Casey: Yeah. Yeah. So it’s completely different from this. It’s a much smaller scope of a world. It’s just a girl who moves to New York, and she’s from the south. I don’t think I will…I don’t know if I will ever write a protagonist that’s not from the south because that’s just so deeply ingrained in me and in my voice. But she’s from south, she moves to New York, and she kind of stumbles into this roommate situation where it’s just sort of ragtag band of misfits kind of thing. And she develops this huge crush on this hot chick who’s on her subway commute every day. And it’s kind of based on the idea of that way that you fall in love with something on public transit for like 20 minutes, and then you step off, and it’s like they never existed anywhere other than the train. They’re just there for 20 minutes, and you never see them again. But the thing is that she sees this girl every single time she’s on the train. And there’s kind of a twist as to… I will say there’s some light rom-com-y style time travel shenanigans that happened, and the girl on the train is not exactly everything that she seems. And so the whole book is about their relationship and at the same time trying to figure out what’s going on with this girl. But it is rom-com, and it’s super fun, and, of course, it has a gratuitous karaoke moment. Jeff: Excellent. Casey: Well, it’s more of like there’s a gratuitous karaoke moment, and there’s a gratuitous drag show moment. Yeah, so, range. But I’m really excited it. I’m hoping…I mean, obviously, we haven’t set a date for it yet, but it is super, super personal, book of my heart for me, and I’m really excited for people to read it. Jeff: Fantastic, definitely looking forward to that. Casey: Yeah. Yeah. It’ll be awesome. I’m excited. Jeff: What’s the best way for folks to keep up with you online so they could track your progress with what’s up with Alex and Henry and also the new book and everything else? Casey: Yeah, Twitter for sure. I’m kind of been taking a step back lately because since we announced the movie my notifications have been busted, you know. But, yeah, I’ll definitely be back on more especially during tour. I tweet out playlists and a lot of little trivial information like their birth charts and things like that on there, and then also Instagram. That one is more for like I’m here for this tour date kind of thing. So yeah, those are my big two ones. It’s casey_mcquiston on Twitter, and then casey.mcquiston on Instagram. Jeff: Very cool. Well, we will put the links to all of that in the show notes. Casey: Thank you so much. I appreciate it. Jeff: “Red, White & Royal Blue” comes out on May 14th, and we wish you just continued success because it’s been so much already and look forward to seeing the movie and everything else that comes from it. Casey: Yeah, thank you so much. I’m so, so grateful, and it’s been so much fun. So thank you so much for having me on.
Achieve Wealth Through Value Add Real Estate Investing Podcast
Jeff Adler, Vice President of Yardi Matrix share his view of the latest state of Multifamily commercial asset class. Show: Achieve Wealth Podcast Guest: Jeff Adler Title: Multifamily State of Union with Jeff Adler Host: Hi Audience, welcome to Achieve Wealth Podcast, a podcast where we are tuning in to learn as much as possible. Today, we are bringing in an awesome guest, who is the keynote speaker at many conferences, many high-level conferences, so was able to get his time to spend with us today to go to as what I call the state of the Union of multifamily real estate. So today we have Jeff Adler who is the vice president of Yardi Metrics. Yardi Metrics is a US multifamily office, industrial and south storage as an information toolset in coordinating underwriting and asset managing commercial real estate investment. So if you have subscribed to Yardi metrics report, which is awesome, very, very data rich and I think it should be part of your decision making in selecting markets and looking at trends in terms of a commercial real estate, especially on multifamily. Your mail would have come from Jeff Adler. So I'm very pleased to bring Jeff on board. Jeff, why don't you tell my audience something about yourself and your company that I would have missed out? Jeff: I'm based here in Denver. You already made fixes. Basically the data division of Yardi systems, which is well known in the property management sphere, across all different asset classes, we cover the multifamily office, industrial self-storage in all those different other asset classes. But my background was primarily in multifamily. I was the chief operating officer of a [01:49unintelligible] in Denver, for about 10 years from 2002 to 2009 and I joined matrix about five years ago. So that's kind of what we do. And some of the work that I do is the basic products, the tool kit that helps you identify opportunities under find deals, underwrite deals, understand markets, understand entities and players in those markets. And then on top of that work, I have a team along with Jack Kern that talks about investment strategy, investment themes and the overall economy. And so we try to put everything into context from kind of what's going on in the global economy, straight down to which deals should you buy that fits your investment strategy. And that's kind of what we do. So happy to be on the podcast and give you any information about what it is we're thinking. Host: Yeah, I'm really excited because I read the reports that are created by Yardi Metrics on whenever you guys send by-market, by-economic at high levels so it's very, very informative and I love it. Jeff: As a part of what we do to get our name out, you can go to yardimatrix.com/publications and for free, sign up for our [03:16unintelligible] reports where we do those 10 multifamily markets a month, six office markets a month. We also do a monthly report that's free on the multifamily market nationally, the office market nationally and self-storage market national. So there's a lot that you can plug into that kind of can set a context so we provide free. And then if you want to learn deeper then you can talk with us and go deeper into the data service. So that was the resources that are available to all of your sort of listeners. Host: Yeah, yeah. I would encourage all your listeners if you want to do commercial real estate, especially multifamily or an office or self-storage, go and subscribe right now. It's an awesome, awesome tool and information is free and it's really good. Jeff: What else can I do for you? Let's get in there and let's start talking. Host: Yeah, yeah. Correct. I mean I know we talk a lot about multifamily because I'm a multifamily operator. We own 1400 units in San Antonio, Austin, Texas. But I want to always understand about other asset class. I mean, recently I launch a book, it's called Passive investing, Commercial Real Estate, which I also talk about other asset classes. So I'm very happy to ask you questions about other than multifamily, you know, as a start. So compared to multifamily office and self-storage, what are the good and bad about each one of this asset class from your perspective since you look at all of this? Jeff: Yeah, personally, I think multifamily is in an incredible sweet spot. So let me take a multifamily and we can compare it to other asset classes. The reason is is that there is an overall shortage of housing in the United States, which to a greater or lesser degree in different markets. And then it's really kind of an overhang from the kind of the crash. So we had a surplus of housing in going into the crash. But really now we have deficits, on a cumulative basis since '06, we've got a 200,000 unit multifamily and single family deficits. If you go from the bottom of the crash, it's about 2 million units. So how is this being expressed? And we also have, we have a number of demographic trends; people getting married later, having kids later, having fewer children, having student debt. So if you look at all the divorce rate, look at all of these demographics, we seem to have like a secular shift in the number of renters and the renter households population in the United States overall. And you see that expressed in very high occupancy rates since the crash that are still hanging in the 95, 96 level at the national level, which is very, very high and rent growth that historically if you look at, and I've done this back in 1970, CPI and the rent growth are very, very tightly coordinated. Since the crash, the rent growth has been about cumulatively five to 600 basis points higher than CPI, it is an anomaly so it's not like the normal cycles you can go back to, this is fundamentally different. You can look at the extent that there is new supply coming on, about 300,000 units a year. It's Class A, kind of an urban core or in places that are sort of urbanizing notes. There's the big opportunity for, I'll call it non-institutional investors, it's been in class B and Class C I would probably say 50 unit to 100 units where there's not a lot of institutional competition. There is a deep need for housing and the price umbrella of the new supply is so big; I mean the new stuff that's coming in is five to $600 a month different that is coming from the masses, sort of majority of the workers and renters can afford and are paying so you're really insulated from new supply pressure. And so again, if you look at the demographics in terms of the demand and job formation is really pretty good and then you look at the fundamentals of supply, it’s very expensive to bring new supply to market. There is a labor shortage, material costs are going up, impact zoning fees are high so you have the kind of the recipe for a great demand-supply balance and multifamily and this severe problem is happening on the coast. So just talking to your maybe constituency in Texas, right? You can look at the severe problems that are occurring in California with job growth and affordability, there is a significant out-migration from New York, New Jersey, Illinois, and California. They're moving into all of the markets in North Carolina, in Texas, in Arizona, in Nevada and so you have in addition to the tailwind of organic economic growth happening throughout Texas you have relocation; and in a relative business-friendly environment with a very high level of supply response relative to other parts of the country. So you have a lot of very positive things. So I'm very, very positive on multifamily as a sector, particularly class B and C assets; C is a little tougher because only just until recently you began seeing finally a wage growth at the bottom end of the skill sector, people would traditionally go into a C class asset. B class asset, in my mind, is a little bit better because there's more income growth there and there's more sort of to work with. C class assets, generally speaking, you make your money on having very low expenses, very low turnover by picking your customers very, very carefully so that you get a community that's going to stay there and can tolerate maybe 2% rent increases, but you really can't push rent five, six, 7% in that group, they just don't have the income. Whereas in class B, you can push rents higher, expect a higher level of turnover because there's a deeper pool of people who can kind of pay the rent. Those strategies, particularly for the non-institutional investor are very attractive. And I really find there's a deep market in terms of demand and I view the economy as in pretty good shape. There are some pressures; we're late into the cycle here so the biggest issue I see short term is that potential end version of the yield curve. Long-term rates are two- sevenish, they were at three- two and now they are two-seven again, short term rates are at two and a quarter. There's not a lot of room between the 10-year and the overnight rate. The importance of that is, is that if the short term rates go higher, bank lending will pull back, the data has been historical and you're 12 to 18 months from a recession; we're not there yet, but it's a tight rope. My best guesstimate right now is we probably have another, I think in 2021ish is when it's likely to have a recession. I don't think it's going to be a big one, I think it's going to be kind of a mild one and the reason I think that is we did a big blowout in '09. And if you go back historically, and I'm bouncing around on you a little bit, but if you go back historically, the best analogy is what happened in the 1930s versus post role, World War Two recessions, they're different animals. So I think we're coming off of a big blowout, really a depression we got through very quickly because of great action on the part of the Federal Reserve. So I do see a recession coming up, but I do think it's going to be a mild one. So really multifamily is best positioned, in my view, to serve right through this recession. And so I think, again, multifamily is a great asset class; its guard a tremendous amount of institutional and investment capital and will continue to. There are other asset classes out there. So office has traditionally been, I would say a big kind of institutional asset class requires tremendous amounts of capital and it's really viewed as a bond alternative. If you think of that as a bond alternative, it's bought largely for cash; if it yields 4- 5%, that's great. Again, we're viewing it relative to bonds and it requires a tremendous amount of capital to keep those assets fresh. If you're an opportunistic office investor, you really have to take something like a suburban office, which is really beat up to hell and change its fundamental character connected to transit, make it into a canvas, and create a place. Now that has tended to require a tremendous amount of capital in order to play there. So I kind of view office is just really more of an institutional capital play because of all the capital requirements that are required for it. And it's hard for a non-institutional player, in my view, to have success in office unless you are riding off the coattails of a smaller building attached to these other investments; it's just a very hard thing to make work. Now, the big playing industrial, you know, and I'll slip over to storage in just a second is really kind of what's going on with e-commerce. I mean that's what's driving industrial is the commerce need and really the pullback and retail. So retail is littered with strip malls that we just don't need or it can be repurposed to other uses. So what I do see often is people who are opportunist to be looking for sort of beat up retail assets that are distressed and changing the nature of that asset or for industrial what's driving the market is not knowing so much manufacturing, which really isn't driving space requirements, but it's really ecommerce and those tend to be very large facilities. I mean like 500, 300,000 square feet, a million square feet that are in near population centers to handle the demand. So there's active development pipelines and industrial. Again, it's very hard I think for a non-institutional player to sort of access the action because of the capital requirements that are needed in the industrial. Self-storage is very much a different place; it is historically owned mostly by small owners and non-institutional players. The capital requirements to get into the sector are, generally speaking, much lower than multifamily or any of the asset classes. Right now, the issue at the moment is that there's been a significant level of development. Self-storage to the sector did incredibly well during the downturn. And the reason it did was that most of the people who have stuff and only about 10, 11% of the population use storage but most of the people who did use it, needed it to store their extra stuff; in a downturn, they didn't stop using it. In fact, in some cases, people use more of it because if they were going through struggles in their homes, downsize in their homes or apartments, they moved their stuff into a self-storage facility. So the sector did incredibly well in the recession, has attracted a fair amount of capital and now more and more institutional capital is trying to get in. There's been a lot of development that's been going on and so the big issue in self-storage is finding an asset that's not under supply pressure or finding pockets. And then self-storage is a very local kind of asset class but the bottom line is the world is within three to five miles, that's it. Somebody could use somebody across town and it just doesn't matter. It's really that three-mile pocket or like a 10 to 15 minute drive time because people are using storage only to the extent that is near them. So a lot of storage developers basically track new development in multifamily and will plot the deal down close by or they'll look for new home construction and plops something near there. They will look for pockets where there is less than about seven square feet per person and that's the tools we provide, where you can actually find the pockets of population that are not currently served. It is a good asset class for a non-institutional investor to get in and it does complement very nicely with multifamily because they're a complimentary kind of asset classes. I would say though, that we don't necessarily cover single-family rentals per se, but I would say, again, single family rentals along with, kind of 50 to 150 unit multifamily in self-storage, they're all complements of each other. They were around people who need space to live but don't have the capital to actually get into buying a home. And so I find we kind of track, we cover self-storage, we cover multi-family and we track single-family rentals because I view it as a complementary asset class. I know a lot of people in that sector; I actually was in that sector myself for a year and I just knew that entire space is very good for, kind of the smaller institutional player and the non-institutional investor. Kind of a long expedition but [18:27unintelligible] Host: Yeah, I didn't know that you guys have some tools to look at the self-storage demand analysis, which is very interesting so that's a really good explanation. So coming back to multifamily, so what you're saying from what I heard from you is the 2008 crash, the whole crash is equal into 1930s crash and that's a huge crash and we don't expect to see that in the next coming crash, right? Because a lot of people have that short-term memory about 2008 and everybody's like, okay, I'm not buying it. It's going to go down like what 2008 happened, is that correct? Jeff: I mean, 2008 was an 80-year event. We're not going to see something of that magnitude in our lifetimes. What we're likely to see on a go forward basis, is something akin to the recessions that occurred prior to 2008, 2001 recession, the '91 recession even further back. So these were typical kind of recessions that we're not driven by debt blowouts, but what connotes a depression is that they are fuelled by overleverage in assets classes. A typical recession is where there's inflationary pressures and goods and services, which then lead [20:00unintelligible] kind of cooled by rising interest rates and it's kind of a minor. deleveraging. So if you want to kind of get deep into this, for anyone who's on this, Ray Dalio, who's the CEO of Bridgewater Associates, has a great video on YouTube, a 30-minute video on how the economic system works. And he pretty much lays out basically the notion of a minor debt cycles, which occur every seven to 10 years and a major debt cycle which occur every 75 to 100 years. We just went through a major kind of blowout so we're unlikely to see a major blowout again in our lifetimes. We'll now do normal minor recessions and so you've got to be forward-looking as opposed to sort of backward-looking. So with that in mind, right, the debt position of households and businesses are actually in pretty good shape. The issue we have is that the debt position of the federal government is the thing that's a concern. Now, fortunately, and again, I'm taking a bit of a tangent, our debt is denominated in our currency. So the debt really isn't going to be a problem because it can get inflated away. Other countries don't have that luxury and if you're worried about potential inflation, well you want to be in real estate because it basically marks to market on inflation and our debt is denominated in $6. So paradoxically in a weird kind of way, real estate is very attractive because it's yield relative to current interest rates is high. But even if, God forbid, we had inflation, a recycle that came back, if your debt is denominated in $6, you make money because your debt depreciates and your income goes up nominally because your rents are sitting in nominal dollars. So I would say, real estate is kind of like, it's a win-win. Like if there's no inflation, it's good; if there's lots of inflation it's still good but I wouldn't do it, make sure your debt is in fixed. It's fixed versus I wouldn't go with a floater right now in terms of floating rate, interest rates, that wouldn't be a good idea. Host: What about floating rates with hedge? I mean some people they say there's a cap on the floating rate. A lot of people do bridge loans or short term loans or they do a hedge. Jeff: Again, I'd say, a bridge loan is designed because you have a value-enhancing program that you're going to execute. It's usually a one to two-year bridge loan and for that purpose, it's just fine, right? Because you're going to do something different; you're going to create value, you're going to add cap or you're going to reposition the property so that makes perfect sense. And then you want something that gives you your payments as low as possible while you're executing your value-add. When you're done with that value-add repositioning, if you choose to hold the asset, that's when you have to think about permanent financing and you don't want to be kind of on a floating rate, IO forever, in that case, because you're not getting the advantage of what might happen in the broader economy. You're basically, maximizing current return but you have an exposure. So I kind of view bridge loans as appropriate in the context of a value-creating program. But outside of it, it's very dangerous, you've got a lot of risks you're taking on. Host: I'm out of all my short term loan so now I'm on long-term fixed rate loan, all agency loan, which is good but I know a lot of my listeners, have this notion of, hey, let's go do a bridge loan, I mean, it's easy to make deals work under a bridge because you get higher leverage. But there's also a notion of, oh, now we're going to hedge the bets on the interest rate hike by having an edge and there's a cap that they can do. Jeff: But I would say here, but if the cap came into play, it's a cap per year. Suppose there is a lifetime cap is at a very high level if you have to get out of a bridge loan, what do you have to get into is going to be very unpalatable at the time. So I do think, again if I was giving advice to an investor is to say a bridge loan is great for a specific objective you're trying to accomplish, but it is not a long-term old strategy or if you're doing it, just understand you're going to maximize current income but you are taking on an asset risk that's rather significant. You know, everyone will make their own decisions and if they choose to do that, then they choose to do that but you should be aware of the risks that you're taking and not kid yourself about it. Host: Yeah. Especially on syndication where we are raising money from private investors and we just have to make sure we communicate that to the investors and that he's okay with that, right? Jeff: Yeah. Host: Interesting. So you're talking about yield curve inversion, right? Where the daily yield curve might be higher than the 10 year Treasury, at high level so what is causing that? Jeff: Well, what you have is an interesting kind of situation here and this is more geopolitical if anything, but it has deep implications for us in real estate if you're trying to understand the demands side. So this is the issue of, again, demand looks great, the economy is expanding, jobs are being formed, unemployment's low, wages are rising, all sounds great. So what happens in these periods of time? Well, normally, you would begin to see inflation; it would kind of rear its head and the Federal Reserve executing its mandate to try to kind of make sure the place doesn't get out of line, would tend to be pushing up rates on a short term basis to quote-unquote cool the economy. But what we're seeing very interestingly is, we're having economic growth, but where's the inflation? You're not seeing inflation really be systemic above a 2% rate. Which is what their stated goal for price stability is and why is that? Because growth isn't that great in Europe, growth isn't that great in Japan and the trade pressures that the administration is putting on China is basically hurting the Chinese economy, which is why they're at the table in the first place and so there really isn't the system long-term inflationary pressures. So as a result, long term rates, it's your step in the market, the Federal Reserve has no influence really on long-term rates. They set short term rates but long term rates, they can't set directly. They can try to influence it and they did try to influence it in the past by buying up mortgages and other long-term securities but there's a lot of where generationally, and some folks get it simple and don't quite realize it, we're in a demographic period of time where there's a lot of global savings. And you can look at those global savings, they are going into bonds. And if you look at Europe or Japan, because their economies are actual have declining populations, they're in a saving mode significant significantly. They're not in a consumption mode, they're in a saving mode, and they’ve got a lot of capital to deploy. The interest rates in Germany, for 10-year German government bond, are negative so our 10-year notes, a 2.7, the equivalent of what Italy is paying. So if you're a European investor, do you want to put your money into Italy or the United States? Because that's really the choice so if I had a choice between Italy and the United States, I'm putting money in the United States and so we are attracting a lot of capital on a long-term basis, which is keeping our 10-year rate pretty low. And there's no real evidence of inflation to justify an investor saying, oh my goodness, I need to be compensated for inflation and so I should get out of bonds and other assets that would cause the long-term like [29:24unintelligible] So if long term rates aren't rising that much and there's not a lot of inflation, the Fed pushed up short term rates to the point where the fourth quarter, when the stock market meltdown was really a function of the market saying, well if the Fed keeps raising short term rates, they will create a yield turn version. And what happens is that short term rates are higher than long term rates. Well, if you're a bank, banks are in the business of lending money, borrowing money on a short term basis and lending money on a long-term basis. Well, if there are not enough margins in there for them to do that, they have costs, they stop lending because they would lose money if they borrowed short and lend long, it's not profitable so they choose not to lend money. Well, what you're talking about there is a contraction of credit in the economy. Well, when credit contracts, guess what? You know though it takes a little bit of time, you get a recession, you'll get a recession tomorrow or within 12 to 18 months you get a recession because there's a contraction of credit and that's worked its way through the system. So if you think about us as in real estate, we deal in metrics that are rents, occupancies and things like that, our cash flows, those are lagging indicators. So what's happening in the real economy, what's happening in the economy is wage growth, employment. Those are the things that happen in the real economy. I look at the capital markets as a precursor to what's going to happen and then we have an economy which is then a precursor to what's going to happen with real estate operating metrics. So by paying attention to the capital markets, I tried to keep our clients and our organization two years ahead of what will eventually show up in rents and occupancies and cash flows in real estate properties. So that's why I kind of dwell on the yield curve because if I looked at it, there are five models that we look at in terms of capacity, utilization, wage pressure, and of the five, the one that is, I'll call it the current binding constraint is the yield curve. So it's not the only thing I look at, but it is right now the key thing that I look at. Host: Yeah. So that's the best explanation on yield curve and how it's going to impact because I wrote so many reports and listened to so many webinars by brokers and all that, but that's the best explanation, I get it completely. So what you're saying is if there's a yield curve, banks stopped lending bridge loan is more dangerous because if you are predicting that's going to happen by 2020 or 2021 and if you are initiating a bridge loan right now which has three year span, you are going to be landing in a spot where you may not have any funding at that time if the banks stopped lending, Jeff: Right. And also you don't the maturities come up in a crash, right? Because what's going to happen, what happens in a downturn, even if it's a minor recession, is people withdraw from the market in terms of transacting, they don't transact. So what transactions do occur tend to be at a depressed level, not depressed level then it's considered quote-unquote, it's a current market value. If you have a bank loan or a line of credit is coming due, they are going to revalue your loan devalue based upon an artificially depressed evaluation. And then they're going to say, oops, your loan devalue is a mess so basically they're going to squeeze you out. They're going to force you to add in more equity or to basically liquidate the line. So you do not want to be in a situation where your debt, if you have a five year term, you're going to see through this problem or seven-year term, but your two to three-year term right now, you bear a risk that you're going to have to come for refinancing when there is an artificial kind of re-evaluation of your assets. And what's great about real estate is it really is a long-term value. That if you can last through a problem and not get squeezed out, generally speaking, you're going to be fine. Particularly in multifamily where the cash flows are much more durable, you may see a dip in occupancy of a few points. Your new leases might transact with lower rent, but you've got a lot of existing cash flow; you can always squeeze back on some of your expenses for six months, you can ride through a problem as long as your debt isn't coming due. That's the main thing, don't be squeezed out in the downturn. So you're dead strategy and multifamily is critical to your survival and value creation. Host: Absolutely. That's good advice. Coming back to what you call the level of players in the market, right? So if you look at it in the past before coming back, what do you think about the high loan? Because I think in 2015, the lenders have loosened up, giving up more IOs to a lot more people. It is become default to have like three year IO, four year IO. When I started at that time, I know it was hard to get even one year IO and one year IO was sort of attractive because valuable then, but then 2000 was when lenders started opening up the flood gate and now it's like five, six years, seven-year IO kind of thing. What do you think about that? How would that impact [35:19unintelligible] Jeff: Yeah, from a cash flow perspective, if you have an IO to an interest-only payment and you can get that for five or six years but it's still fixed; so on the conversion, it's a fixed rate kind of conversion, then great, you just got a great deal. You want your IO to be at a fixed rate and you don't want it to be floating. So if you can get a fixed rate IO for a certain number of years and you're guaranteed to convert to an amortizing loan at the NBIO period at a fixed interest rate, well, you kind of got your cake and eat it too, right? Because you got the benefit of not paying down the principal during the IO period, but you didn't expose yourself to the risk of having to go through a negotiation. So great; if you can get it, go for it, right? I mean, that's fantastic. You guys can put that in your pocket or put that into the property so that you're going to be able to expand your cash flow. It really depends upon who your investors are and what their goals are, whether it's cash now or value appreciation later. Host: Yeah. Where I was going with that question was a lot of people have justified the deal, doing deals because the numbers with IO, it looks much better now and it looks really good, right? So a lot of investors are coming in, especially at the level where we are right now, where there's a lot of syndicated commercial real estate deals are happening. There are very less sophisticated people who just look at as [37:18unintelligible] cash and cash, you get 8% cash, they just jump on investing in but that 8% could be IO and in the next three years, let's say rent doesn't go up or you have a deep in occupants, it's what you're talking about that 8% and once the IO kicks in, that 8% becomes 3% right? [37:36unintelligible] become negative so your basic concern is the loan. So I think, I don't know, in my perspective, there's a lot of deals happening right now in the past since 2015 with IO, especially at the less sophisticated level right now. Jeff: I would say, IO, it should be gravy, it should never be the main dish. Host: Okay. [38:01crosstalk] Jeff: If you're expecting the IO to make the deal work, your betting that by the time the amortization kicks in, the rents will have grown high enough to cover the amortization. I haven't run the numbers on that, but that would be the thinking, you have to get comfortable around is okay, what has to happen when amortization starts since that it actually was a good deal. And then say, well, the rents have to grow at 1% a year or 2% a year, 3% or 4% a year so you really need to stress test that assumption. But you know, this is where people take risk and so if you're taking this kind of risk, understand that in a downturn, that's going to be the first people who will basically get shut out. They can't make their principal, they paid too much and when I had to start amortizing, they couldn't make a go of it. So I view that just as similar as the equivalent of a debt maturity; it's like, okay, if you've got an IO period of two years that you bought the deal on the assumption that in order to get your hurdle, the IO period is what made the hurdle work for you, you're basically are sitting at a two year refi’ and you better understand that what your debt service requirements are when you walk in into that. I know we're spending a lot of time on debt strategy here and I think that's kind of okay because the fundamentals are good, generally speaking. There's not a lot of too much supply so the demand is decent, the supply is decent and your death strategy. So there's one part of this, which is your value added, your value creation strategy; what are you doing to create value for your residents, to make your property more attractive to them and a better living experience so that you'll be at high rents and high occupancy? And that's entirely valid and I think, my view would be in terms of enhancing the resident experience, I think there's a bunch of IOT upgrade packages to existing properties that I think add a lot of security issues that people will pay for, not so much to manage your thermostat, but if you kind of know that your kid can come in and you can see on your phone when your kid came in from school and that they're safe, there's value creation there. So I think we as owners have to look critically at how are we adding value to the living experience? Not just the four walls, but stickiness, right? Creating stickiness that keeps people kind of in place and so I think there's a whole set of strategies there. The debt strategy used to make sure it's honestly to make sure that you don't get kind of shaken out. That's really my goal as data strategy is not to get shaken out in a downturn. And if you could protect yourself from being shaken out in the downturn, then the fundamentals will basically bail you out. And so as we're talking about IO, which is people reaching to make the deal work when in some cases, I'd rather you focus on what can you do to add value, you can increase the revenues so you didn't have to go that crazy out financially. Host: Correct. Jeff: So focus on the value creation part that they had provided the increased rents where you don't have to go five years IO and kind of crazy kind of amortization and you're sort of sitting on a time bomb. So that would be kind of my take is; we're talking about debt, but it's more in the nature of put yourself in a situation where you can ride out a storm. Host: Yeah, that's awesome, absolutely the right thing. Just make sure you're on a fixed rate loan, and the other thing that is very subtle is even though you're on a fixed rate loan, make sure if you have IO and make sure you have enough buffer when the principle kicks in. Because from my calculation at 80% leverage, you need at least 5% cash on cash buffer and on the 75, it's like 4%, in terms of return; you need to make sure you're still able to service that debt. Let's move on to a bit more different topic. So selecting a marker; so let's say, someone who wants to start in multifamily, multifamily real estate is very local, at the same time, multifamily is an asset class where it's very, very intensive in terms of property management so how would you recommend, how do they select the market? Jeff: I look at a number, I'll call it very basic kind of fundamentals and it's on our website and in our materials, we only have a four-box model and that attractiveness of the city. And first of all, we come from the perspective of, how is wealth created in this economy? And I would tell you that I believe wealth is created in this economy based upon the force of ideas and the creation of new products and services, which tend to have an intellectual capital component. So where and in which cities are new ideas being formulated into new products and services? We call that intellectual capitals notice strategy. So we want to be in cities and within that, in or adjacent to the parts of major metropolitan areas where there's a concentration of people who are doing work with their heads, primarily. And then within that context, we use a four-box model. Well, one is first of all, how business friendly is the state within the United States, in the state, at the state level, and at the city level, how friendly is the environment to the formation and creation and continuance of business. Next, we look at how many people are being educated in this area. So it's universities, community colleges, maybe even trade schools, but we're looking for, where is intellectual capital being created? So basically higher education and also, I focused on the quality of the K through 12 school system as well as alternatives for quality education for the port, like charter schools. A third component is amenities; what kind of amenities and culture is being fostered that will attract and retain folks who are highly creative intellectually? So you're looking for arts and recreation and culture and music and trails and things that sort of like people who are active, healthy and thinking with their mind; where is that in your community or any community? The fourth box is really the quality of the public-private partnerships. They're going on attempting to foster this environment that makes it conducive for the creation of intellectual work and the attraction and retention of talent, which then powers the growth in a market. Well, we have found, we've done this for the top 40 cities metropolitan areas in the United States is that these cases happen inside metropolitan areas and they don't happen everywhere. it's not uniform, there are clusters of them in any particular metropolitan area and we'd gone actually through the work of mapping those. Now all of that is you kind of sort your way through that; we do this all across the United States. I track also very clearly domestic migration; you've seen a tremendous amount of domestic migration out of high-cost cities and into cities and states that our score well on these kinds of, all these four attributes. So for Texas; Austin, Dallas, Houston, and to a lesser extent, San Antonio all score well in these areas. And that is where, if you look at where people are moving from and where they're moving to and where businesses, moving from and moving to, that's why, getting a view of the entire country, that's why Orlando, Tampa, Las Vegas, Phoenix, Atlanta, Raleigh, Salt Lake City, are all doing incredibly well because they have a combination of good governance, good weather, which helps. Plus these other condition where businesses are moving and where talent is moving. Now it's not to say that if you're in a core, we call it global gateway city, these cities aren't going away anytime soon, they are major centers of intellectual capital, but they are in places and in circumstances where you're kind of swimming upstream as a real estate investor and there is an increasing level of political risks associated with that as well. So among the core cities, the top six, and usually you can think of these cities as generally speaking--I'm I on the right track, Jim, with what you wanted to hear? Host: Yes. Absolutely, go ahead. Jeff: I could keep going on this [48:41 crosstalk] the core cities are viewed as Boston, New York, Washington, Chicago, LA, San Francisco, and sometimes I'll cross Miami because it operates as a core city. And if you look among those core cities, Boston and Miami are kind of like the best positioned and the other ones less so because of a very high cost and the tax bill and the tax law isn't helping. So those areas were bleeding people anyway and now they're bleeding more. So Boston is pretty well positioned, Miami is pretty well positioned. But even with Miami, there's significant out-migration from Miami to Orlando and Tampa. So I like Orlando and Tampa in that regard and I know there are certain markets that I think are great markets but there's a lot of supply currently. Dallas is an example in Texas. Houston is how you diversify the economy but there's also a large supply response. So in Houston, I would say you have to be very localized; you want to be in places where there's some traffic congestion and you're very close to places where either the Anderson Medical Center or the energy corridor where people want to be and there's a certain level of stable demand so that's, that's kind of the story of Houston. But there are also other cities, Seattle, Denver, Charlotte, these are great cities; they do have a lot of [50:18unintelligible] if I was talking to someone in the Midwest, I would say Minneapolis is a really good city because the weather goes against it, but it's a kind of a core, a great market, particularly in the suburbs. Indianapolis and Columbus; their downtowns are sort of emerging and in creating something because of their good intellectual capital and very low-cost position. So they are kind of like the king of that hill as it were and they're getting benefits of outflow from Chicago. Most of the Chicago outflow is going to Florida or the Carolina's not so much inside the Midwest. So this is the way I think about cities; you want to be in places and so if you're a smaller investor that says, look, I'm only going to invest wherever I am, I'm going to only invest to the extent that I can drive to it and I'm two hours away. Okay, fine, that's great. Go and look for the locations within your two hour driving radius. Go look for those locations that have these conditions, where is intellectual work happening and some of the best strategies are to be in an area and find that area and then find an area that's low cost to rent adjacent to it. So even though you have a cost advantage that's within 10 minutes of drive time of intellectual capital note and intellectual capital notes or sound honestly in most of the top 40 US cities, you can find them, they're there. We do this for our clients, but anyone can do it if they do have the time to spend, and again, if you're investing within a two hour radius of where you are physically located, then your job is to get to know your economy, your regional economy and understand where interesting work is getting done. That's where you would tend to spend your time, that's how I think about it. So when I come back with certain cities that are attractive or certain studies that aren't attractive, it's first looking at the basis and its intellectual capital work and then layering supply conditions on top of that. Host: So are you saying that an investor in Texas should not go to some of the other cities and look for deals? Jeff: I mean understand that when you sort of non-institutional investor go out of your immediate ability to touch the real estate, if you have to get on a plane and you're a non-institutional investor, you are eroding your returns. So what is your competitive advantage as a non-institutional investor? So you have to be very sort of upfront with yourself and I would say your competitive edge as a non-institutional investor is not going to be necessarily a cost of capital because they're going to low cost of capital. It's going to be that you can have more intimate knowledge and you can get to the real estate more closely and you can provide more attention to it than anyone else can, that's your advantage or investing in assets that a large institution would not attempt to invest it, maybe a 50 unit property because they won't want to touch that. It’s a little subscale scale and you can't have a major property management company manage it; it just doesn't work in their strike zone. So you've got to look for assets that you're not going to have competition from institutional investors and where you can bring a competitive advantage. And if you have to get on a plane to see it and you have to have a third party property manager who you eventually can get to it, where's your competitive advantage? Host: Yeah, you're absolutely right. A lot of people think that where they are they kind of start finding deals and they start going somewhere else and they become out of state investor, right? Jeff: [54:35unintelligible] out of state investor, I would say if you're at the point of having a big office and a large staff and a big discretionary fund, then you have the infrastructure to go across geographies, across the United States. If you are someone who doesn't have those advantages, well, play to your strengths; which is, go to places that those investors can't go or won't go and focus on your intense knowledge. The local economies that you can get to within two hour drive time and depending upon the cities in the region you live in, two hours is not slim tickets; focus on where you can add value. I think all of us have to focus on where we are going to add unique value and that's what we should spend our time on. That is definitely how we, as an organization, decide how we're going to spend our time. And if I can't find a way to add competitive value to create value, I'm just not going to go do that activity because someone else can do it better. I need to focus on what I can do uniquely better that no one else can do or very few people can do. And that is getting, if you're a multifamily investor is being in asset classes that are smaller, that institutional investors and knowing where the nodes are and being in an adjacent place to those nodes with a class B or C asset and focusing on value creation to the resident that makes your property more desirable, more valuable because you don't want to be just a box. But then you're in a commodity market, you want to create differentiation; either in the living experience, the things that you offered and ideally like IOT upgrades or other sort of a upgrades where people will pay you for these additional services because they add so much value to their lives and that's what you want to focus on. Host: Awesome advice. Let me ask you one more question before I let you go. So between the primary, secondary and tertiary marker so I think we have to define primary very specifically; primary means, the entire coastal city that gateway cities, right? Jeff: So the way I define primary, primary i snot a good term. We kind of US international gateway cities so there's seven US international gateway cities. There are primary markets, which are really the top 30 metropolitan areas. And primary in my mind would include places like Dallas and Houston and Austin, they're big markets. Then we have, I would call secondary markets where the economies are not nearly as diversified and then you're getting into smaller and smaller metropolitan areas. That makes sense? Host: Okay. Yeah, it makes sense. So people go nowadays to look for Yale on the tertiary market, secondary and tertiary markets so do you think that's a good strategy? Jeff: I've seen people go to Huntsville, Alabama and they've gone to very, very small markets in a search for yield because their investors are looking for current returns. First, is the metropolitan area you're investing in going through a process where it's changing its fundamental character. So if you were able to identify that Denver 15 years ago was going to go from a tertiary market to a solid kind of viewed as a major metropolitan investment-grade market, you made a lot of money because in that transition of the city, it was able to attract in a new group of investors who had a higher willingness to pay. So one strategy if you're going to a smaller city, is the city in a process of changing its fundamental nature? That's a key issue because if it is, then you're going to basically riding on a trail. And I would say there are some cities like believe it or not, Orlando and Tampa and Phoenix that is changing the fundamental nature of their city to be less volatile and have a broader and more stable kind of basis to their employment. If you're going to a really tiny market, and I again, I've seen an investor go to Huntsville, Alabama and buy an asset next to a NASA facility, well that would mean a lot of sense, right? You have found a very interesting special situation in a very small market with good intellectual capital characteristics. But the city, let's say Huntsville, I may be doing dishonor to Huntsville, I'm not familiar with what's going on in Huntsville but if the city is not fundamentally changing, it's character, then your issue is that there's not a lot of other people for you to sell to when it comes time to sell. It's the asset is what it is and you are basing your return on what overall capital market conditions are when you decide to sell. And if you never decide to sell, it may be a great cash flow play; I'm not saying it wouldn't be. You need to be kind of honest with yourself; if you're going to a smaller market than you've been in the past, are you going there because you think that the city is changing its fundamental character and will change to have the characteristic of a bigger city and will grow to that bigger city? In which case, I would say it's a very viable strategy, very worthwhile strategy. If you're going only because you're getting a higher cap rate and that's it and you are taking on a lot of risk and you want to be honest with yourself and not kid yourself. Host: Also I've seen in the past when the recession hits, the tertiary market is the first one to get hit as well, is that right? Jeff: Because, the exception of this asset that's near NASA, those economies are not broadly diversified. They are generally the basis that local economy, it's usually one or two industries and there's a greater likelihood that one or two industries will get hit and you will have exposure that you can't get around and there's nobody else for you to rent too. So yeah, it is very clear so you do want to understand what's the basis of the local economy and do you understand what that basis is and are you willing to accept the exposure that comes with your renter pool being dependent on one or two industries? Yeah, you might pick right and say these one or two industries will not be affected by changes in the broader economy. Okay, but I will say generally speaking, that these other industries in a smaller city will tend to be more focused on manufacturing and extraction, mining, and then some kind of extractive industries, which are generally because the real estate cost is lower. So there's less intellectual capital work being done, it's more extraction or manual or transformation of things and those do tend to get hit pretty hard in a downturn. So I just think you're taking on more risk. Host: Got It. I don't want to take up too much of your time, I got so many other questions but I have to respect your time. Jeff: We'll have to set up another time and you may do round two. It's been a pleasure being on your podcast. Host: Yeah. Do you want to let people know how to reach you or how to subscribe to Yardi? Jeff: Sure, the easiest way to do is go to www.Yardimetrics.com. That's one word and on that website, you'll see the publications department, you can sign up for stuff, you'll see my contact information if you want to reach out to me personally or any of my team and that's really the best way to kind of get in touch with what we do. And hopefully, this has made some sense to you and I wish you all much success in your investing. Host: Thank you, Jeff, for being with us. Thank you. Jeff: All right. Take care now. Bye. Bye.
更多英语知识,请关注微信公众号: VOA英语每日一听Todd: So, Jeff, we're talking about odd jobs. What's a job that you would like to have? What's a job that you think would be one of the coolest jobs to have?Jeff: Difficult question, Todd. I guess the job that I would like to do, it might not be the coolest job, but I think it would be a fun job and I think it would pay OK, would be running a small tour company, so taking small groups of people to exotic locations like India and having a sort of very intimate tour so that you don't stand out in the country you're in and the people you're taking on the tour get to sort of blend in and see some of the real views of the country.Todd: Now, that actually surprises me a little bit because you're a very worldly person Jeff and you're very conscious about culture and things like that. Don't you worry that if you have a job where you're bringing people into another culture that you maybe ruin it or spoil the culture a little bit?Jeff: Yeah, Todd, that's a good point, but I think it's inevitable that they're going to go anyway, so you can take them and take them on a very low impact tour, where it doesn't disturb the country so much or you can let them go with a big organization that sort of takes them through a country so it's like a zoo, where there's no interaction and they're sort of looking, looking through a window so I think if I take them it will be less destructive to the culture.Todd: OK, well, so there are a lot of tour companies out there, so if you had a tour company what would you do differently? Like how would your tour company be different than the others?Jeff: I think I would try to use a lot of local people in the service so instead of bringing people over with you and having them do everything, I'd sort of bring a lot amount of employees over and let the locals do everything. Let the local's guide, let the locals drive, try to include the locals as much as possible and it would be a better experience for the tourist as well.Todd: So, I think you mentioned that you'd like to have your company for India. What is it about India? Why would you want to have a tour company there?Jeff: Many people don't like India because it's dirty, noisy. It's smelly, hot. It's a special place and I think you sort of lose a bit of your the social greed or possessional habits that you have, that you don't even notice you have them, that you acquire them when you living in the West and when you go to India they're stripped away. So I think it's just a special place and it's cheap and it's exotic and it's interesting and Indian people are beautiful people, really fun to be around.
更多英语知识,请关注微信公众号: VOA英语每日一听Todd: OK, now Jeff, you've been talking about your documentary. Can you talk about how do you actually pitch your documentary? How do you get it out there so people can see it on television?Jeff: Because like I said before, it's independent so we have no one distributing this for us or we didn't sell this first before we shot the documentary which is usually the regular process so it just requires straight salesmanship, going door-to-door, talking to different channels and stations and seeing if they're interested, really trying to be convincing and making them think that this is something that the audience really wants. Just door-to-door.Todd: OK, so let's say you go into a television studio and you have your documentary on hand, what do you say? Like, how do you get someone to even look at it?Jeff: Yeah, that's very difficult. Usually in this world a good saying is everything is who you know and without having a foot in the door somehow, you're usually rejected, so and the good thing is that I do know a few in a few different countries so I can usually get a connection somehow who works in a studio or in the television station somewhere and they're recommended, we're recommended to them by our friend, so usually it's a foot in the door or someone else.Todd: OK, and actually, let's talk about money. Like how did you actually pay for this documentary? I mean, did you put it on a credit card or what?Jeff: Well, doing a documentary is very expensive, very very expensive, and luckily there's three of us, three brothers who did this so we split the costs and one of the reasons we chose India is because it's one of the cheapest places in the world, which allowed us a little bit of mobility to stay as long as we did, and film as long as we did because everything is so cheap there so. And then yeah, we just put it on credit cards. All our savings. Spent all our savings on this documentary.Todd: So for a filmmaker or documentary personnel, how do you get your money back?Jeff: Getting your money back in not easy. Getting a portion of your money back in not easy. If you're lucky if it's a good documentary and it's a good idea and it's something and audience wants, then you can sell it. You can manage to sell it, but it's a gamble. It's a gamble. It's like anything else. You might sell it or you might not sell it, so if you do sell it you get your money back. If you don't, it's a loss you've to be prepared for that.Todd: Well, I hope you strike it rich, good luck.
New movie and TV deals are discussed with both Casey McQuiston’s Red, White & Royal Blue coming to Amazon and a Love, Simon series to the Disney+ streaming service. Jeff talks about seeing The Lightning Thief: The Percy Jackson Musical. New patrons Rhonda and Regi are welcomed. Will reviews the Netflix original Special. Jeff reviews Jay Bell’s Straight Boy. Jeff & Will discuss their trip to the LA Times Festival of Books. They also share the interviews they did at the festival with Julian Winters, Kim Fielding & Venona Keyes and S.A. Stovall. Julian talks about his upcoming book How to Be Remy Cameron. Kim discusses her Stars in Peril series and Venona also tells Jeff about her co-writing with Kim. S.A. gives the origin story of her Vice City series and how she uses caricature to encourage people to read the first chapter (she also did a super cute caricature of Jeff & Will). Complete shownotes for episode 185 are at BigGayFictionPodcast.com. Here’s the text of this week’s book review: Straight Boy by Jay Bell, narrated by Kirt Graves. Reviewed by Jeff. I went into Straight Boy without knowing much about it other than it was a young adult story involving Andrew, a gay high school student, who develops a crush on Carter, a straight (or maybe not-so-straight) boy. What made me buy the audiobook was the fact I’m a huge Jay Bell fan because of Something Like Summer and also for Kirt Graves’s narration. I knew these two together would give me a great read. And they did. With Something Like Summer and its sequels, Jay proved a master of telling a story with many characters and many plot lines that involve an array of emotions. He’s upped his game with Straight Boy. Two things happen right away–Andrew, a recent transplant to Chicago, discovers a boy who lives down the street having an argument with his parents and saying things like “I was born this way.” Andrew thinks he’s found a gay friend. The next day–his first day at his new school–Andrew comes out as he introduces himself in class. This makes him a target of the school bully, Bobby. Andrew goes off on Bobby, despite the bully’s threats and ends up getting sent to the guidance office. Here he meets Carter and discovers that’s the boy he heard arguing. Both of them end up in a special program at the school where learning happens outside a traditional classroom Andrew’s year is now set. Everyone–gay, straight or otherwise–inevitably has that phase where you want a romantic relationship that you can’t have. Andrew longs for Carter but also doesn’t want to wreck their friendship, which seems to grow stronger by the minute. The thing is, Carter seems to be a little experimental too and that only makes things more confusing for them both. In the hands of a lesser writer, this would end up a disaster on the page, but Jay deftly weaves the emotions and circumstances for both guys as they figure out the place they’ve got in each other’s lives as it evolves through the school year. I cheered for the good and wanted to protect them through the bad since my fifty-year-old self could vividly recall how confusing seventeen was. Bobby’s integrated deeply into their year too. He’s a friend of Carter’s and that mean’s Andrew is around Bobby far more than he likes–and he ends up putting up with more crap that he should. Andrew accepts dealing with that because he doesn’t want to lose Carter. It’s made even harder when Carter starts dating Bobby’s ex, Olivia. Along the way another of Bobby’s friends, Jackson, becomes tight with Andrew too, creating more bonds in the group. The evolution of Andrew and Jackson’s friendship is as interesting as Andrew and Carter’s. Things get rough in the last quarter of the book. Bobby doesn’t like the changes happening to his group and he plots revenge. I have to warn here that not only does bullying happen throughout the story at varying levels but as we get into the last act there’s also off-page sexual assault and a pretty epic final battle where Andrew, Carter and the group are in way over their heads. Again, Jay does an excellent job of telling the story, ratcheting tensions and putting characters–and readers–through the wringer. The epilogue was the icing on top of this cake. Jumping twenty years into the future, we find out where everyone ended up. There were some surprises here that made me go “awwww.” It provided the perfect ending. What this book excelled at was showing friendships up close–what makes them grow, what rips them apart, and most importantly, what can make a true friend for life. It also shows, perhaps too intensely for some readers, the lengths people can go to in order to protect a relationship even if it’s toxic. I can’t commend Jay enough for how well he did all of this. Kudos to Kirt Graves too. I know well from TJ Klune’s Green Creek series that Kirt can handle a large cast of characters and high emotional impact. Kirt is perfection here handling the emotional rollercoaster without sending it over the top. His performance adds perfectly to what Jay had on the page. I highly recommend Straight Boy by Jay Bell, just make sure you’re ready for the ride. Interview Transcript - Julian Winters, Kim Fielding & Venona Keyes, S.A. Stovall This transcript was made possible by our community on Patreon. You can get information on how to join them at patreon.com/biggayfictionpodcast. Interview with Julian Winters Jeff: We are at the LA Times Festival of Books with Julian Winters. Julian: Hi. Jeff: Who I’ve just had a major fanboy moment over. Julian: I had fanboy moments. Jeff: Okay. We kinda both had the fanboy moment. Julian: Yes, yes. It is equal. Jeff: Because I had to get him to sign my “Running with Lions.” Podcast listeners know that was one of my favorite books of last year. Julian: Thank you. Jeff: And you’ve got a little sneak peek… Julian: I do. Jeff: Right now of “How To Be Remy Cameron,” which comes out September 10th. Julian: Yes, yes. September 10th, yes. Jeff: Tell us what this is about. Julian: Remy is a very personal book. It’s about an out and proud teen in high school, who has always felt like he’s known himself until he has this AP lit course. And one of the final grades he has to write an essay about who am I and it’s like the make or break essay. He’s trying to get into Emory University, and he needs this course in order to get there. And so, he has this kind of panic mode of, “Okay, but who am I?” Because he’s always been defined by, “Oh, he’s the gay kid who came out at 14,” or, “Oh, he’s one of five black students that go to our school,” or “Oh, he’s the big brother to this character,” and he’s just all these labels he wears all the time. He’s, “This is who I am.” But then he starts to realize, “Is that all I am and do these labels really define exactly who Remy Cameron is?” So, it’s kinda an exploration of what labels mean to us, but it also has a great family dynamic. A couple of secret mystery parts I can’t tell you about but there’s a lot of guessing games going on in it. And of course, it wouldn’t be me if I didn’t have like a dorky romance in there. So, that’s in there too. Jeff: A dorky romance? I like that because that’s… Julian: Yes, that’s exactly what I promise you. It’s so geeky, it’s so dorky. Jeff: That’s kind of what “Lions” was as well for sure. That’s a good label for it. How would you say that your writing has evolved from first book to second? Julian: Oh, it’s a lot. A lot. With the first book, I just kinda wanted to write the feel-good story, and that was my goal, and touching on certain issues throughout the book. And it also was written in third person and “Remy’s” written in first person. I’ve never, not even when I was like a small child, wrote in first person. I love reading books like that, but I thought, I just can’t do that, it’s just too personal. And so, it was a challenge doing that, but it was a lot of fun. And “Remy,” like I said, it’s very personal, so exploring parts of myself and things that I see throughout, you know, our community and things like that. It really helped me grow as a writer to really say, Okay, you can challenge yourself and you can fail at it, but you can also improve. And that was great. So, to fail, I struggled so much in the beginning, but to have that under my belt now, it’s I think I could write a lot of different stories. Jeff: So, you think you’ll visit first again sometimes? Julian: Oh, yeah, yes, yes. The next book I’m working on, first might be where I’m stuck now. I think this might be my calling. I don’t know. Jeff: Okay. I could tell you, first is a nice place to be. Julian: Yeah, it is. Jeff: What are some elements of this book that are so personal to you? Julian: Growing up. So, I grew up in Upstate New York where I was one of five black students at my school. And then when we moved to Georgia, I was one of 400 that went to my school. So, it’s very personal in the sense of, I went through a lot of phases of am I too gay? Am I black enough? Am I too perfect as a friend? Am I good enough friend? A lot of things that I went through, Remy goes through in the book. It also explores my love for a lot of geeky things and how for a while I wouldn’t let that define me because I thought, “Oh, no, this is bad, people are gonna make fun of me.” And Remy goes through that because he had a lot of geeky moments, but it’s almost like he’s scared to show them now that he knows that these are the things that I’m defined by. Jeff: I love that you point out the geeky thing because I saw on your Instagram earlier today of the comic books that you read into here at the Festival. Julian: Listen, I almost had to leave, you know, our booth just to go, you know, bow down at the comic book booth and just say, “Listen, thank you. I love it.” Jeff: Now, let’s talk about “Lions” for a second because you’ve had an amazing year. I mean, you started out of the gate that the book was blurbed by Becky Albertalli. Julian: Yeah. Jeff: And now, just within the last week or two, you’ve won an award for it. So, tell us a little bit about that. Julian: It’s been a wild journey because, first of all, like, I never thought I’d meet Becky Albertalli, I never thought I’d talk to her, I never thought, you know, I would become friends with her. And then just meeting all the other people along the way that I’ve met and growing in that area… I always felt like I was the kid sitting at the table in the corner where I peek over at all the cool kids and say, “Yeah, I’m never sitting at that table,” but it’s been kinda really awesome being taken in by so many different people and I never thought I’d be an award-winning author. Like, I wanted to write the book for queer kids to enjoy, to see themselves and know that, you know, you’re not some other subcategory, you’re just a normal person. It’s just that…this is just a part of you, it doesn’t define you. And to win an award, I broke down crying. It wasn’t something I was expecting going into this because my journey has always been about the reader but to have something for myself was amazing. It still is amazing. I’m not over it. I guess I won’t be over it until I actually hold the award in my hands and say, “This happened.” Jeff: This actually happened. And the cover too, which was a stunning cover, also won. Julian: Yes, the cover won for best cover. And that was so great for me in the sense that I love our cover designer, C.B. Messer. She’s amazing. She reads all the books cover to cover. And so, she knows these characters, she knows their stories, and what she did with that cover just blew me away. What she did with the “Remy” cover, I’m still in complete awe of just how well she knows these characters. Jeff: When we talked back last year, the book had hardly been out. Julian: Yeah. Jeff: How’s the reader response been to it? Julian: It’s been amazing. Today just alone, just so many people will walk by and say, “Oh my gosh, ‘Running with Lions,’ I’ve heard of that book.” And I’m just like, “What? Of all the books that came out in 2018, you heard of that book?” The response has been amazing. Going to the events and having people walk up to me and say, “Thank you for writing this book because I played soccer all my life, but there was never a queer soccer book.” Or, “Thank you for writing this because there weren’t a lot of books with bisexual main characters, or characters that were gay and Muslim, or black characters, or whatever.” It’s been amazing, the response I get. I get teary-eyed every time. I’m like, “I’m not strong enough for this, we can’t talk about this.” But it’s also been so cool to know that I’m helping someone see themselves because I didn’t always get that opportunity growing up. So, to know I’m getting to be a part of their journey, it’s just been amazing. Jeff: Fantastic. And what have you thought of the fair, of the festival? Because it’s your first time up here. Julian: Yes, this is my first time here for the festival. And I was talking to another friend about it because I went to YALLWEST last year. YALLWEST is this…it’s nice little corner and then this is like a whole city. Like, I get lost every time I go either to the bathroom or get something to drink. But it’s amazing because it brings so many different publishers, so many different books together, so many different genres, so many different kinds of authors are here. And that’s the amazing part to me, just to know how influential books are because there are people everywhere all the time, stacks of books in their arms. And you don’t really get to see that in, like, media, like how impactful books are, how much people really enjoy the art that we put out there. So, this has just been amazing to watch how excited people get when they see the books. Jeff: Yeah, it’s been very cool here. So, thank you so much for hanging out with us. Julian: Thank you. You know, I love you guys. Jeff: Best of luck on “How To Be Remy Cameron,” coming out September 10th. Interview with Kim Fielding and Venona Keyes Jeff: We are at the Los Angeles Times Festival of Books with Kim Fielding and Venona Keyes. Thanks for being here. Kim: Thanks so much. Venona: Thanks for asking. Jeff: We’re excited to have you both here. And now, Kim, of course, within the past couple of weeks, we’ve raved about the “The Spy’s Love Song” and the new “Dreamspun Desires.” Where did the inspiration for this book come from? Because it was so good. Kim: I think a big part of the inspiration came from my travels in Eastern Europe. So, you know, thinking about the way things used to be in Eastern Europe and how things are changing, plus politics as they’re happening right now. And so, yeah, I think that was the main thing. Jeff: What kind of research did you have to do to develop your spy and your rock star who becomes kind of…along on this mission without even knowing he’s on it? Kim: I didn’t have to do too much research on the spy part or on the travel part, but rock stars and music is not something I know anything or have any talent or anything else about, so that was where I had to do most of my research because I don’t know what it’s like. I don’t know what it’s like to be a rock star. I can’t even sing. Jeff: Does that mean you what it’s like to be a spy? Kim: Hmm, I’m not…I can’t divulge. Venona: You have kids. Kim: Yeah, I have kids. Jeff: And you wrote song lyrics too? Kim: I did. Yeah, I know. And it was really fun. And then in the audio version, my narrator Drew Bacca sang them, which was so cool. And it’s like, this is the closest I’m ever gonna get to being a songwriter. And it’s so much fun to listen to. And I can pretend, you know, like, I’m the next thing. Jeff: Which actually raises the question, did you give him an idea of what the melody for it was or did he just kind of make that up? Kim: I had no melody in mind. I didn’t know he was gonna sing. When I write a book, I’m sorry narrators, I don’t think about what I’m doing to my narrators. And so, sometimes I torture them, and I wasn’t even thinking about a narrator singing it. So, that was his idea and I was so pleased. Jeff: And this is a little different in “Dreamspuns” as well and I noted it in my review that you are a single point of view here. Did you go into it deliberately that way or just kind of organically discovered it was the way to go? Kim: It made more sense for this book because there’s some surprises about our spy character and I think it’s a lot more fun if we kinda discover the surprises along with the other character rather than knowing right from the start. So, you know, for some books, the dual point of view works really well, but for this one, I think this works well. Jeff: Yeah, I totally agree on that. Now, this is part of a bigger series that’s happening within the “Dreamspuns.” Kim: It is. Jeff: Tell us a little bit about the series overall. Kim: Sure. So, this series is called “Stars from Peril” and this is the first book in it. The second book comes out next month, and that’s “Redesigning Landry Bishop.” And the third book, I just finished the first round of edits on. It’ll be out in October and that one is “Drawing the Prince.” We went over several titles on that one. And so, what all three of them have in common is the main characters are from the same small town in Nebraska called Peril, Nebraska. And all three main characters have made it big in some way. So, our first guy is a rock star, our second guy is kind of a Martha Stewart type, and the third guy is an artist. And so, they’ve made it big in the world and they meet someone. And so, you can read each of them as a standalone and in any order you want to, but you’ll kind of see the characters appearing a little bit in one another’s story. Jeff: It didn’t even click for me that it was the name of the town too because peril plays into their own peril. Kim: Exactly. And I honestly cheated a little bit on that. There is a real town, a tiny little town, I think there’s like 60 people in it, in Nebraska called Hazard, Nebraska. So, Peril. Jeff: Peril, Hazard, it works. Kim: And it’s a great name. Jeff: Now, people may be wondering, why do we have both of them here together? Well, Venona and Kim also co-write. Tell us about that book. Venona: “Running Blind.” I will tell you this came about some years ago in Portland at our Dreamspinner meetup and she pulls me aside. Now, you have to understand that I was such a fan of Kim. I love “Brute”, I loved all of her stuff. And then she’s talking to me and I’m like, “You sure you’re talking to me because, you know, I don’t, like, co-write. I’m really bad at, you know, doing it by myself.” And she goes, “Oh, yeah, I heard on NPR…” And that’s how it started. Because Peter Sagal who’s out of Chicago hosts, “Wait, wait, Don’t Tell Me.” He is a running guide for blind people for marathons.” So, she had the idea and we came up with “Running Blind.” Kim: And the reason why Venona was such a perfect choice is because, unlike me, she does triathlons. So, I didn’t have to do the research on marathon running. Venona: No, or running guides either. Stuff like, “Yeah. That’s your department,” I’m like, “All right, we can do this.” And it’s a wonderful book and we decided that we wanted to have a second story because in the beginning, and it’s not giving a spoiler away, is Kyle and Matt who have been friends, who went to college together, were friends, became lovers, and now they’re in a comfortable pattern, and they really love each other but as brothers rather than lovers. So, when something happens to Kyle, Kyle breaks it off and he goes, “You gotta go do stuff.” And Matt’s reluctant, but this story is about Kyle and how he deals with the things that have happened in his life. So, the next book that we’re writing, the working title is “Playing,” is Matt’s story about how he finds romance after the breakup. Jeff: And when do we get to see that one come out? TBD. Venona: TBD. Kim: Well, that one is still in progress. Venona: It’s still in progress. It’s now in my hands. And so, we switch back and forth when we write, and I need to get it back to Kim. So, hopefully soon. Jeff: And you’ve got some other co-writing coming too? You’re working with Shira Anthony as well. Venona: Shira Anthony, it is another story. It’s actually about a farmer and a city boy. So, that one is coming up soon and that’s an honor of a friend of ours from GRL. So, we’re writing a story about a farmer which he is and who’s not out and a city boy who is. So, it’s a lot of fun. We already have the outline and we’re just getting started on writing that as well too. Jeff: Very cool. Anything else coming up we should know about? Venona: Yes. “How to Become a K-pop Idol,” I am writing that one by myself. We might get a co-writer on that one, you never know. But that one is, if people aren’t familiar with this, I love Korean culture, a lot of Asian culture, Japanese, Korean. I’m learning Korean. I’ve been a K-pop fan since 2009 proudly with the Big Bang. Jeff: Before it was cool. Venona: Before it was cool. And my bias is right now, because Big Bang, if you don’t know in Korea, you have to go in for military service mandatory by the time you’re 30. So, a lot of the K-pop idols are going in. So, new ones are coming up. So, the third gens right now is BTS, if you’ve not heard of Bangtan Sonyeondan, BTS, they’re really big. They’re the band that I’m following right now. Jeff: Very cool. Anything coming up for you, Kim, a part from the Peril series? Kim: Yes, start of the Peril series at the end of this month, so April 30th. I’ve got a new novella coming out. So, if people who are following my “Bureau” series, there’ll be a new novella in that. And I wanna push that because I give all my royalties for that to Doctors Without Borders. So, this is the fourth story in that series, but you can read them as standalones too. Venona: And they’re awesome stories too, I love those. Kim: Thanks. Jeff: And what have you guys thought of the festival? Venona: You know, this is the first time I’ve been here, and it is awesome. There’s just so many people here, there’s so many different books, and you get to browse them all at the same time instead of in a little bookstore somewhere. So, yeah. Kim: And it’s been a lot of fun just kinda hanging out with everybody, LA is fun. So, it’s been a lot of fun. Jeff: Very cool. Well, thanks for hanging out with us for a few minutes. Kim: Thanks so much. Venona: Thanks for asking us. Interview with S.A. Stovall Jeff: And we’re at the LA Times Festival of Books with S.A. Stovall. Thanks so much for being here with us. S.A.: Well, thank you for having me. It’s super exciting. Jeff: Now, you’re the author of “Vice City,” it’s currently two books in the series. Tell us a little bit about what the series is? S.A.: It’s a crime thriller like a noir style. Ironically, if you’ve ever read “Sin City,” which is a graphic novel, it’s kind of similar to that. I used to work at a courthouse and I got a lot of green, was an attorney and all that. I don’t do that anymore because it’s a little depressing, but I used some of my experience in that to write the series. And I really like redemption stories and like criminals turning it around. That’s what I did in the courts is I helped a lot of drug addicts get to rehab and turn their life around. And so, I’m really into that kind of story. So, the series follows an ex-mobster who like, you know, leaves the mob and then becomes a private detective, and then, you know, shenanigans ensue. Jeff: Shenanigans ensue? S.A.: Yeah. Jeff: And he’s consistent through the series? S.A.: He’s the main viewpoint. There’s a romance a subplot in which he falls in love with like a police academy cadet, and obviously, that’s his in to the police and you know, again, more shenanigans ensue that way. In the sequel book that just came out, one of the subplots is that a police officer suspects the main character’s actual identity, that he had connections to the mob and used to be a mob enforcer. And so, he’s out to prove that it’s him. And so, you know, it’s a thriller story so it’s got lots of thrills. Jeff: Mystery, suspense, thrills, it’s all there. S.A.: Yes, exactly. Jeff: What got you into starting to write these books? S.A.: So, I had a friend who really likes Dreamspinner Press and I used to write just books like short stories for my D&D group, because they really liked, you know, fantasy, all that kind of stuff. So, I wrote short story fantasies and she was like, “My God, you should write me a Dreamspinner-style novel, like, that’s what you should write for me.” And I was like, “Okay, I don’t know if I can do it as good as all these other people, but I’ll try.” And I wrote “Vice City” for her specifically. I even put that in the dedication. I’m like, “It’s just for you.” I didn’t think that it would go anywhere because, you know, I was just like, “Okay.” But I got an agent after I wrote this and then the agent sold it to Dreamspinner and then they published it for the DSP line because that’s where they do genre stuff. Jeff: It doesn’t necessarily have the romance in it, right? S.A.: Yeah. Well, mine does but it’s not the focal point. The focal point is the, you know, mystery and the mobster story. So, I was very surprised. I didn’t think it would go anywhere but it totally went somewhere. So, every time somebody is like, “Oh, I don’t know if I should write a novel,” there’s a piece of me that’s like, “Man, I just wrote that novel willy-nilly. So, you should try, you should do it. You should try.” Now admittedly, you know, I was writing before I wrote this because I wrote other stories and short stories, but still, if you’re thinking about it, you should just do it, you know. Don’t even think to yourself, “Oh, nobody will read this,” because I kinda thought, “Nobody’s gonna read a crime noir.” You know what I’m saying? Like, I was like, “That’s old school, nobody reads that kind of stuff anymore.” But no, people do, and people like it. So, I was really happy. Jeff: And you noted that the second book just came out. Do you have plans for third? S.A.: Yeah. Jeff: What is yet to come? S.A.: I’m about halfway through the third book and it’s a true series in the sense that it could go for as long as I want it or, you know, that kind of thing. It’s not like a trilogy or a set thing like, “Oh, something needs to happen.” But, you know, as a private investigator, anything can happen, you know, all sorts of shenanigans can ensue. Jeff: Very true, very true. S.A.: But there is a connecting theme. The whole reason that it’s the vice enforcer is that the mob that he used to work for was the vice family, and they’re still around by book three so you can kinda see the, like, he’s trying to take them down one by one. And so, I guess I could be limited to and then it got the whole vice family and then the series is over. But, you know, there’s that connecting thread too. Jeff: Now, that you’ve been writing in this genre, do you wanna expand out to other genres or is noir thriller kind of your sweet spot? S.A.: Well, it’s just a thing that I like a lot, that I thought, you know, nobody likes this anymore, but I like it. I wrote “Modern Gladiator” which is just a pure romance for Dreamspinner. It was a sports romance with UFC fighter. Jeff: Oh, cool. S.A.: I, a few years back, was dating a guy who was in the UFC. And so, I just used all of that experience to write a sports romance. And I know a lot about, you know, wrestling and all that kind of stuff just from him. And I put a lot of that kind of information in the book and it literally just came out about two weeks ago. Yeah, “Modern Gladiator” came out. And then I do a lot of fantasy and science fiction on the side as well. So, I mean, all sorts of things, all crazy things. Jeff: Very cool. Now you’re also an artist? S.A.: Yes, that’s true. Jeff: While she’s been here doing her signings and such, she’s also been doing caricatures of people who get their book signed. And so, we had this one done of us. It is so freaking adorable. How did this get started for you? S.A.: I’ve just always drawn things. I like doodling. I was really into comic books at a point in my life. I mean, so many comic books and manga. I mean, anything that was drawn and kind of that like storybook style with the panel, super loved. But I didn’t really intend for it to go anywhere. I went and got my history degree, I got a law degree. I wasn’t like, “Man, I need to study art.” But I did at least doodle enough that I was like, “I’m mildly good, you know.” And when I went to my first ever book fair, I thought, “I can’t just be the schmoe who’s standing in a booth trying to peddle their book, because I’m gonna be like 50 other people in the road doing the exact same thing. I should try and do something that’s at least enticing or to get people to read my stuff.” And I figured, “Hey, I could try a little caricature, and while I’m drawing them, they can read my book. And if it’s enticing enough, you know, they’ll buy the book, or they’ll feel guilty enough to buy the book, you know, I don’t know, whatever gets them to buy the book.” And a lot of people usually give me comments right away. Like, the first line in “Vice City,” everybody always comments, well, not everybody but like 80% of people. The first line is, “Getting hit with a wrench hurts.” And, so many people either laugh or comment like, “Oh my God, what a good line,” and I’m like, “Yeah.” And the first chapter in “Vice City” is an interrogation of that police cadet. So, Pierce, the mobster, is interrogating this guy who he thinks is a police mole. So, it’s really intense, you know, high stakes going on. I really like that first chapter and it usually hooks people. So, they read that first chapter while I’m drawing them and, bam, that’s my sales strategy. Don’t steal it. I’m joking, everybody can use it. Jeff: It’s all her’s. S.A.: Anybody can do it. Jeff: But the key is, like, I could never draw. There’s no way I’d do this, I’d have to find another hook. S.A.: I’ve been successful with it. People typically like that. And the caricatures are free. I just give them to people. So, even if they don’t buy the book, you know, it’s fine. Jeff: And it’s awesome watching her do them. We watched as she did ours. It’s like, “Oh my God, there we are just manifesting on the page.” It was very cool. Well, thank you so much for hanging out with us a little bit. One last question, what have you thought of the fair? S.A.: It’s good. There are a lot of people here though. I mean, just thousands of people all over the place. Going to the food trucks was fun, although not during lunchtime. There’s like a mile-long line from here to the sun and back. Nobody wants to do that. But the food trucks are good, the people seem to be really nice, and I don’t know, it’s just a good time. Jeff: Excellent. Well, thank you so much for spending a little bit of time with us. S.A.: Thank you for having me again, like, super awesome.
The guys open the show with a discussion of the Netflix original Unicorn Store. Jeff reviews Bad to the Bone by Nicki Bennett. Will reviews LaQuette’s Under His Protection. Jeff & Will interview LaQuette about Under His Protection. They find out about the story’s inspiration and how it ties into LaQuette’s other series. LaQuette also shares details on her upcoming Harlem Heat series, what got her started writing romance and details about what she does as the president for New York City’s Romance Writers of America chapter. Complete shownotes for episode 184 are at BigGayFictionPodcast.com. Book Reviews from this week: Bad to the Bone by Nicki Bennett. Reviewed by Jeff Bad to the Bone turned out to be one of those perfect Dreamspun Desires for me. I’m a sucker for second chance romance combined with friends to lovers and this one adds in a bit from the redeemed bad boy trope as well. It all combined to give me exactly the read that I needed. The story kicks off on the eve of a high school reunion taking place in a small Oklahoma town. Alex Morrison has been back in town for several years, taking over his family’s hardware store when his parents needed him to. One afternoon, while working with his sister at the store, they witness a motorcyclist pulled over and it’s soon revealed that the man is Alex’s high school bestie, Ricky Lee Jennings. Alex hasn’t heard from Ricky Lee since he was expelled and sent away to reform school. Alex regretted he didn’t defend Ricky Lee and prevent the expulsion, but he was scared he’d lose his football scholarship if he did. Sparks fly at the reunion when Ricky Lee shows up without a ticket and Alex gets him in as his guest. What unfolds over the coming weeks is the rekindling of far more than a friendship. Nicki does so much with this rather simple set up. Both characters complexity made me love this book so much. Alex is someone I wanted to wrap up in a comforting hug. He does so much for the community that he lives in between serving on the library board, working for Habitat for Humanity, helping out with the high school reunion committee, and anything else he can do to help his fellow citizens. Yet, all he can see in himself is failure from a lost college football career because of an injury, a failed marriage, and even coming back to manage his family business is something he considers a fail because he gave up his dreams of being an environmental lobbyist. Of course, what he’s done is made the decisions that are right in the moment but he can’t see that. Ricky Lee, on the other hand, subverts every stereotype the town has for him. It’s awesome to watch as people who believe they know exactly who he is after ten years begin to see who he has become. He’s far from the young man who was abused by his alcoholic father and just wanted to survive high school. As both relive their high school times and share what they are doing now, Ricky Lee and Alex are drawn back together. Alex, however, is sure this can’t be more than a fling. He’s scared of revealing himself as bisexual to the town and there’s no way Ricky Lee will move back to Oklahoma since he’s got a life in Portland. The wooing that Ricky Lee does with Alex is outstanding. I love a good date and their weekend trip to Oklahoma City is all that. They stay at a boutique hotel, go to art museums and the botanical gardens and eat delicious food. The sizzling sex made the date all the hotter. It showed Alex in vivid detail what life could be like in if he decides to make a go of it with Ricky Lee. The other depth that Nikki weaves into this book is the town Alex lives in. In particular, I liked the local pastor, who is nothing like what you might expect a southern pastor to be. He turns out to be one of Alex’s biggest supporters in being true to himself. We also see Alex’s work with the library, which is a central subplot for the story since Alex and Ricky Lee’s high school nemesis, Odell, who wants to expand his car dealership by buying the land the library sits on. The goings-on with Odell took some wonderful turns that I couldn’t have predicted and I might’ve cheered just a little when everything was revealed and [spoiler alert] Odell gets his. It’s a great ending for a high school bully. There’s a tremendous cast of supporting characters too. Alex’s sister Alana and his best friend, local police officer Samantha, a.k.a. Sam, both nudge Alex in the right direction. Ricky Lee comes to town with Crae, who he introduces as his friend and assistant although many initially think they are in a relationship. I actually wish Crae had had more screen time in the book as they were a fascinating character. Crae and Sam develop a friendship that might be more and I’d love to see a book that explores that. There are also some townsfolk who have interesting reveals to Alex along the way that were incredibly sweet. And if audio is your thing, certainly pick this one up. Colin Darcy is a new-to-me-narrator and boy did he make me swoon with his voice for Ricky Lee–deep, rumbly sexiness. If you’re looking for a great category romance with some very tropey goodness, I highly recommend Nicki Bennett’s Bad to the Bone. Under His Protection by LaQuette. Reviewed by Will. This book literally starts with a bang when one of our main characters, assistant DA Camden, is nearly blown up by a car bomb. In order to keep him safe, he’s put in protective police custody. Unfortunately, the man watching over him is the memorable one night stand he walked away from five years ago, a guy named Elisha. Sequestered away in Elisha’s Westchester house, our two heroes must come to grips with the attraction that still, after all this time, is still there. As things start to become more romantic, the situation becomes even more complicated when Elisha’s family shows up for a weekend visit. They assume that the two of them are a couple and Cam and Elijah play along since it’s too dangerous to explain why Cam is hiding out at Elijah’s house. Over the course of the weekend Cam can’t help but fall for Elisha and his wonderfully crazy family. You might think things get a little too close for comfort with are two heroes and the family all in one house. Elisha actually has a very small apartment in his attached garage. They escape there every once in a while, for some truly superduper scorching sex. The chemistry between these characters is very real and very palatable. As the weekend winds down, there’s an unfortunate kidnapping attempt by this crazy religious group and Cam sacrifices himself in order to save Elisha’s mom. Camden ends up in hospital and, unfortunately, his father arrives on the scene. Camden’s life has essentially been controlled by his father, who’s had his son’s life planned out from my birth to death. It’s essentially how Cam has lived his entire life. The expectations of his father are actually part of the reason why he walked away from Elisha five years ago. Having a sexy one night fling and living a life with an average guy like Elisha just wasn’t in the plan. After experiencing the possibility of loving a man like Elisha and realizing the wonderful possibilities of a fun and fulfilling family life, he tries to stand up to his father. Cam’s father puts a stop to everything, setting up some genuinely insurmountable roadblocks to our hero’s happiness. But Cam and Elisha are not only charismatic and sexy, but also really super smart. With the help of Elisha’s police chief friend, Cam concocts a way to outwit his father and get out from under his thumb, so he Elisha can live happily ever after. I don’t know if I can adequately find the correct words, or enough adjectives to tell you how much I loved Cam and Elisha’s story. It’s just really damn good. One of my favorites of 2019 so far! I hope it’s obvious that I really enjoyed Under His Protection by LaQuette and I highly recommend that everyone give it a read. Interview Transcript - LaQuetteWill: We are so pleased to welcome LaQuette to the show. Welcome. LaQuette: Thank you. Will: So I just spent several minutes praising and telling the entire world how much I loved "Under His Protection." Now, you've been writing for a while now, and I freely admit this is the very first book of yours that I have read, and I went absolutely bonkers for it. I love it to pieces. LaQuette: Oh, thank you. Will: Can you give us sort of an idea of where the concept for "Under His Protection" came from? LaQuette: Well, I was encouraged by Kate McMurray to submit a "Dreamspun Desires" concept. And I kind of read the submission guideline, and I really didn't think that the category section was for me, because I'm long-winded in my writing and there's this, you know, 50,000-word count, and I didn't know that I could meet that and make the story make sense. But I just felt like, you know, there's a lot of angst in my writing and a lot of heavy topics sometimes. And I didn't... You know, category can be light and, you know, it doesn't have so much angst to it, so I wasn't sure if it was actually the right fit for me. But she encouraged me to do it anyway. So I thought, "Well, if I'm gonna do it, it has to be, like, LaQuette style. It can't be, you know, the traditional map of a category. I've gotta throw, you know, everything but the kitchen sink in it." And I had this sort of, like, this Prince and Pauper sort of situation in my head, but in Brooklyn. And it worked out really well in my head anyway. I really enjoy the idea of Camden coming from this really, really posh existence, and then clashing with Elijah and his very loud and boisterous family. And, I think, putting those two people together and those two, you know, with their backgrounds and differences in their backgrounds and the differences in their, you know, perspectives in life, it really...it just made for a richer experience for me, as a writer. Will: I utterly fell in love with Camden and Elijah. I think they're two incredibly...they are exceptional heroes, and they're part of what makes this book really sing. But as I mentioned in my review just a few minutes ago, part of what, I think, what makes the story compelling and even more enjoyable is the sort of supporting cast that helps them along in their journey towards saying, "I love you." Elijah's family is amazing, every single one of them. But I was particularly struck by one of Elijah's co-workers, the police chief, who is his best friend, along with, you know, being a colleague. And what I was struck by is that at the beginning of the book, the character seemed, you know, pretty, you know, straightforward, it was a secondary character, and she was there to kind of like, you know, get the story moving along. But as we read further and get to know Camden and Elijah more and more, she becomes a much more integral part of the story. And in fact, she's pretty vital to the solution that Cam comes up towards the end. And I was really surprised to read in an interviewer just, I think, this last week it appeared online. I learned that one of the reasons that this secondary character is so well-drawn is because she's actually already had her own book. LaQuette: She's had three books, actually. Will: Can you tell us real quickly, for our listeners, can you tell us about the origin of this particular character and why you thought she would be such a good fit for Camden and Elijah's story? LaQuette: Captain Heart Searlington is a character from my "Queens of Kings" series, which is all heroine-centered. And she is this...you know, her name is Heart for a reason, because she has a huge heart, even though she really carries it under this gruff exterior. She's a badass, she's all about getting work done. And if you ever get the chance to read her books, you know, she's really out there hands-on in the street. And I felt like Elijah would need someone like that, professionally and personally, to kind of...to get him to the place where he could admit his flaws. Someone that's not... You know, he's a very...he's a large man, he's aggressive, you know, he carries a gun, so he could be a little bit intimidating for the average person. But for her, she's not afraid to tell him like it is to his face. And, you know, when you have that kind of a personality where people might not tell your truth because they find you imposing, having someone who will speak the truth to you, regardless of whatever the situation is, can be vital to you, you know, making the right choices in life. And I felt like having her there would give him that balance, because he needed some really cold truths told to him, for him to get his head together and do what he needed to do. Jeff: Was it always your intention to have the character crossover or did that just kind of manifest itself? LaQuette: Well, the precinct that they work at is sort of anytime I have a police situation, those cops show up in a book somewhere. So one, because, you know, the world is already created, so it's kind of easy for me to draw from that precinct, but it's also because my readers absolutely adore this woman. And so they're always asking for her, and this was an opportunity for her to show up and say, "Hi." And not in a way that overshadows, you know, the main story, which is Camden and Elijah, but just enough to make readers go, "Oh, my God. She's here." Jeff: It's always good to get those universe crossovers and little Easter eggs like that, for sure. LaQuette: It's true. It's very true. Will: Yeah. Now, "Under His Protection" is not your first M/M romance. LaQuette: No, it is not. Will: There's also "Love's Changes," which I believe came out in 2016? LaQuette: Yes. Will: And I wanted to ask you, what drew you to writing in this specific subgenre? I mean, along with all of your other books that are more traditional male/female romances? LaQuette: Well, one, I wholeheartedly believe that everyone deserves a happy ending. And when I wrote the "Queens of King" series, I always knew that Heart's cousin, because the characters, the protagonists in "Love's Changes" are Bryan, who is one of Heart's lieutenants, you met him, actually, in "Under His Protection," and her cousin, Justice. And so they get to have their own story. You get to see them a little bit in the "Queens of King" series, but they're more background. We know that they were having a hard time and they were broken up for some reason, but we don't know why. So they get, you know, readers... Which really surprised me because I didn't really believe that there was a lot of crossover between male-female readers and male-male readers. But people really asked me for a story for those two. Like, "When are we gonna get Justice and Bryan's story? We wanna know what happens to them and how they get back together." And so I that story was actually born out of the fact that readers requested it, and so I gave it to them. Jeff: That's very cool. You know, it's always nice to see as the M/F readers catch the male-male pairing to then want to know more. LaQuette: Yes, it was really a trip for me. I did not believe that they would want it at all. But it was very touching to write their story. I was very happy with how the story turned out. I was very happy with the fact that they get their happily ever after. And it's not...it's connected to the "Queens of Kings" series, but it's not really part of it. So the story kind of takes place outside of everything that's going on in that particular story. Jeff: Do you envision more, I guess, "Dreamspun Desires" books that happened in the universe you've created with everything that's going on so far? LaQuette: I really didn't, but I've been getting a lot of mail recently about this book. And, you know, people wanting to know what happens after this. They wanna see how Camden's family kind of blends with Elijah's family and how that's going to work. I'm like, "Dude, I'm not there. Like, I have so many other projects. I can't right now. But we'll come back to that maybe." Jeff: Just based on your review, I don't see how those families mesh. Will: Two different worlds. Most definitely, yeah. LaQuette: They really are. Jeff: Now, one of the things that I'm super excited about, having recently read about, is your new contract with Dreamspinner for "Harlem Heat." LaQuette: Yes, "Harlem Heat," so when stuff makes me mad, it also makes me really productive. So I was really kind of getting tired of hearing the "not historically accurate moniker" criticism given to African-American romance, especially historical African-American romance. And it just bothered me because it's not that those happily-ever-afters weren't possible. It's just people aren't really aware of the completed history. So a lot of thing...you know, a lot of people who think they know about African-American history, the only thing they know is slavery and Jim Crow, and that's it. And, you know, black people have been downtrodden since we were brought to this country. But that's not exactly the truth because even in all of the horror, there were still moments of triumph. And we didn't just, you know, survive, we thrived. We're still here, the proof that we're still here, you know, the proof that we had happiness at some point is that we're still here. So I decided I wanted to write about a time that was where to be black and to be gay wasn't something that you had to hide from the world. It wasn't something you had to...you had your own pocket of community. There was a celebration of it. And I wanted to speak to that. I wanted people to know that these two intersections of life existed with happy endings. Jeff: And this series, in particular, is gonna go to such an interesting time period in the U.S. when all of the Harlem Renaissance was happening. LaQuette: Yeah, so it's based on three actual people who lived during the Harlem Renaissance. So it's based on Bumpy Johnson, who was the godfather of Harlem for 30 years. It's based on Langston Hughes, who was a great contributor to the Harlem Renaissance as a poet and writer. And it's also based on Cab Calloway, who was sort of one of the most notable faces in jazz and jazz music and jazz performance at the Cotton Club. So we're gonna see... we won't be using their names, but those characters will be based off of those actual people. Will: Yeah, because it was...I think it was like mere moments after I finished reading "Under His Protection." I read about this Harlem Renaissance series that you were doing, and I like lost my mind. I was like, totally doing a happy dance. This is going to be so amazing. I know this is still far in the future. But when do you think we can expect this series? LaQuette: I don't know. And that's the God's honest truth. I'm actually currently writing, finishing up the series for Sourcebooks. And so "Harlem Heat" doesn't...I don't think I'm projected to start it until like the end of the year. So I don't know exactly when it's going to be ready. But I mean, you know, ready for the world anyway. But I think I can talk to someone about getting you a beta read...a copy for beta reading if you'd like. Jeff: Please do. Yes. Will: That would be amazing. Jeff: I imagine the research for that got to be a lot of fun to look at that period in history and figure out what parts you wanna take and use. LaQuette: It is. I mean, I was very fortunate when I was in college. When I did my undergrad in creative writing. I was very fortunate to have a professor who thought outside of the box, and he taught a class on Harlem Renaissance. That was amazing. I mean, it was so rich and filled with culture. And you know, not just the usual things that we see in mainstream history but, you know, getting really down to the nitty-gritty of it. And you know, showing you to...I'm sure that when you when you guys, as gay men, look at the history of the LGBT community, and you get to see it unfold, there's such a moment of connection there. And it's the same thing for black people when we're getting to experience our history because we don't often get to see it through mainstream lens. And so to see it and to see the information dispensed in a way that's positive and celebratory and uplifting, it changes your whole perception of yourself, of who you are and where you came from. And so I'm delighted to be able to dig back into that. I have Piper Huguley, who is a history professor at Spelman College. I believe it's Spelman. And she's also a romance writer, and she's brilliant. So she helps me with a great deal with telling me what books I need to read for this period, and where I need to look for information. But it's so much fun. It really is so much fun. Jeff: That's amazing. Let's talk origin story for a minute. How did you get started writing romance? What led you down this path? LaQuette: I didn't see me on the page. I started reading romance when I was about 16 years old. Way too young to be reading some of the stuff I was reading, but you know, hey. And by the time I was about 18, I probably went through every "Harlequin Presents" that my local library had. And every romance novel I read, it was never about a girl that looked like me, never about places where I lived. So it kind of pulled me out of the romance reading for a while because it was nice to read about those stories, but there was just something missing for me after a while. And I probably, at the time, didn't recognize that I was internalizing that these stories were basically saying, "Romance isn't for you. You don't look like this. You don't fit this mold, so romance isn't for you." And I kind of just pulled away from it. And I think after I finished my undergrad, I just wanted to relax and have some fun and I kind of got back into it. And at the time, I discovered black romance was a thing. And I discovered people like Rochelle Alers, and Brenda Jackson, and Zane. And I'm like, "Wow." Like, it became exciting again. It was refreshing. It was new and yet still very familiar because I could see myself in all of the antics that were going in these stories. I could see myself in those characters. And so I decided I wanted to do that. I wanted to create those spaces, create more stories like that so people could have those connections in reality, you know, reactions when they opened up a book and saw themselves. Jeff: Now that you are writing, what do you think the trademarks of your books are? LaQuette: I do sex and snark really well. Like, I do sarcasm really well because that's my language. It really is my language, and sex, yeah, that's so if you're gonna pick up a LaQuette book, you're going to get lots of sex and lots of sarcasm. Jeff: Did she meet those two in your book? Will: Oh, yeah. Just before we started this interview, we were talking about the possibilities of an audiobook for "Under His Protection." And whatever narrator lands this job is going to, number one, have the time of their life, because Camden and Elijah are very...the banter is very smart and very witty. But also, as you say, the sex scenes are...I'm not even sure what the correct adjective is. It's smoking hot. Yeah, you're gonna need a nice cool beverage after you listen to those scenes, for sure. LaQuette: I don't know that I could listen to that. I don't know that I could. It would be so weird for me. I don't know. I mean, I know I wrote the words, but to hear them aloud, I don't know that I could do that. Will: Exactly. Yeah. Jeff: Yeah, I know, you know, many authors can't listen to their own audio books. LaQuette: Especially those parts. Like I said, I do sex. Amy Lane told me, she was like, "You write sex in such a beautiful concrete way. Like, I just wanna have all the facts when I read your books." I'm like, "Amy, that is the sweetest and weirdest thing that anyone has ever said to me, and I love you for it." Jeff: That almost should be a blurb on the book cover or something. Will: Yeah. Yeah, definitely. Jeff: Is there anything you're reading right now that you wanna shout out to people as like a book to grab? LaQuette: Oh, I'm reading a few books. So I just finished Adriana Herrera's...the third book in this "Dreamer" series, and I can't remember the title because it's not actually out yet. I beta read for her, and it is fantastic. I mean, book one is great and I love it. It was so real to me that literally, I had to drive like two to three miles from my house just to go get Dominican food, because I was so hungry after reading book one. Will: Exactly. Yes. Yeah. LaQuette: And book three does the same thing. There's lots of cultural food. And it's part of the tapestry of how these two people connect and share their backgrounds, their experiences, their worldviews. And not to mention, she's so good at writing books that are socially conscious without making you feel like you're being talked down to or preached at, and I love her for that, for being... I don't know that I could do that the way she does it. She's so talented. And I'm also reading...I'm halfway through...I stumble with her name because I know her as Blue Sapphire, but she's now writing as Royal Blue for Dreamspinner, "Kyle's Reveal." Will: Yeah, I've heard of this book, yeah. LaQuette: And I'm halfway through it. And, you know, she's fire, like, she writes hot books. So I'm really excited. I can't wait to get to the end of this book. Will: What was the name of that book again? LaQuette: "Kyle's Reveal." Will: Okay. And that's the...please remind me, is the basketball book, is that correct? LaQuette: Yes. Will: Okay, yes. LaQuette: I mean, it's kind of dark because the protagonists have like a really dark traumatic history. But it's definitely deep and I'm loving it. So I'm really, really, really interested in getting to the end to see if I could just get a minute to stop writing and finish it, I'd be great. Will: Awesome. Jeff: It's such a hard thing balancing. LaQuette: It is. Jeff: "I wanna to finish this book." Then it's like, "I don't wanna read it too fast." LaQuette: Exactly. Jeff: Finding that balance. LaQuette: It's true. Jeff: Are there tropes or genres that you wanna tackle that you just haven't yet in your own writing? LaQuette: I don't know that there are any tropes, because I kind of...I throw a lot of different tropes in my books. Like, "Under His Protection" has second chance romance, it also has proximity, it also has sort of kind of enemies to lovers the way Elijah and Camden started out in the book. And it could sort of kind of be considered like a workplace romance being that they're both involved in different sides of law enforcement. But I don't know. I mean, I've done secret baby before and I love that. That was really fun. And I've done...the only thing I haven't done is like May-December romances. So I think maybe that might be something I'd might want to try. Jeff: Cool. I would read that. I love a good May-December. Absolutely. So beyond the writing, which obviously takes up a lot of time, you also are the president of RWANYC. So the New York City chapter of Romance Writers of America. Tell folks what that entails and what actually led you to running for office. LaQuette: I didn't wanna run. I had no intention of running because I have a lot of stuff to do. And it takes time away from the things that I'm contracted to do. But one of the things that's very important in romance that's happening right now is the fact that romance can be a very whitewashed world, meaning the protagonists that we see, the authors that get the most opportunities are white authors and white characters. And so if you're not white... and straight characters. If you're not writing that, it's difficult to get into the door, it's difficult to find the same resources, the same backing. It's almost impossible to get contracts. And so I ran for president of RWANYC because I wanted, in some way, to help change that landscape, to do some of the work necessary with publishers to try to change that. And it's a heavy task, it's a heavy burden, especially when we get, you know, over the last couple of weeks, we are still reeling from the RITA Awards, which is basically like the Grammys for romance. And every year, it's the same thing. It's a very, very white landscape, and very few authors of color are made finalist. No black woman has ever won a RITA in the 30 years that this award has been established. And people do a lot of mental acrobatics to justify why that is. So "Oh, maybe the writing is just not that good. Maybe that's why we've never had a black RITA award winner. Maybe black authors are not entering." You know, these are also questions that are ridiculous, because statistically, it's just impossible that no black woman would ever have won in 30 years. It's just impossible. And the reason it is, is because the judging pool, there's a bias there in terms of black women and black characters, not just black authors, but black characters. Because you cannot know who the author is, but you cannot...well, I don't write characters who are racially ambiguous. I'm proud of my blackness and my characters are as well. And so I don't try to hide that or trick people into reading my books, or make it so difficult for people to recognize who a person is or what their background is because I feel like that is an important thing. In real life, we don't really get to not know who people are by looking at them. So I don't do it in my books. And because of that, it's very difficult when you know, going into this, "I'm gonna submit this book, and it's not going to final," not because it's a poorly written book, not because I didn't do everything I could to make this book as good as it could be, but simply because my characters, especially my heroines are black. And that is just something that the judging pool cannot handle as of yet. So my work as president is a lot of, you know, being the champion for this cause and taking on this battle because it's not just about me succeeding, it's about any black author who was writing black characters having the ability to write and be supported by the industry. And if I can make any sort of headway in that and if I can help anyone along the way, I'll feel like I've done something positive with my life. Will: With books like yours, and with Adriana Herrera, who you mentioned not too long ago, do you think it's really just a matter of representation that can help build awareness for diversity in romance or is there something else that readers, specifically, should be doing or asking for? LaQuette: Well, specifically, yeah. I mean, readers have a lot of power. So if you're asking publishers, you know, "Why don't we have more diverse romance? Why don't we have romance where...you know, that shows basically the colors of the rainbow and all those brilliant facets of intersectionality in life, like, why don't we have that?" Because your buying dollars is what demands, what makes the demand. Because publishers will say, "We don't sell that. We don't contract black books because they don't sell." One of the things we discussed at Dreamspinner was the cover. That was an intentional choice. I was very clear with them when we sat down and talked about this project that Elijah needed to be on the cover. I would not subscribe to the ideology that a black man on the cover can't sell. And there are...I mean, we've seen in our writing community that some publishing houses have actually made this statement. I don't subscribe to that. So we talked about it. And then we talked about the fact that readership sometimes can have a bias. And sometimes they won't engage with the book if they feel like the person is the wrong color or wrong background. And I said, "I understand that, but we're still gonna work...you know, to work with me, this is how we're gonna work." And they were in agreement. I didn't have to convince them. I went in prepared to battle. And it was like, "Listen, I really need this guy to be black and I really need him to look like this." And they were like, "We agree. We agree." So we need more of that in the industry. And it starts with readers. It also starts with the gatekeepers. People reaching out and specifically looking for these things. It also, people who are gatekeepers also need to check themselves. So when you're reading a book and you're saying, "I can't connect to it. I didn't relate to it." Why aren't you relating to it? Is it that it's a poorly written book? I've gotten rejection letters that literally said, "This is a really well-written book, but I didn't relate to the character, so I'm not gonna buy it." That doesn't really make a lot of sense, right? So what was it that you didn't relate to? If you could see that it was a really well-written book, I mean, if it's that good, why not work with me in terms of editing to kind of get things right, you know, to where it would be something that you feel is that you could sell. But a lot of publishing houses out there don't have that mentality. And it's this sort of...it's insidious. It's not something, you know, you can actually like, look and see. Some people don't even notice it. They just think, "Oh, I don't read those kinds of books because I don't like them." And it's not that they don't like them, it's that they've not actually giving them the opportunity to be great. Jeff: So that is, obviously, great words for the readers. Kind of spinning it back to your RWA role, you're in such a diverse chapter there because you're in NYC. LaQuette: Yeah. Jeff: How are the authors in that particular region banding together to like help RWA move past the issues? LaQuette: Oh, well, a lot of my recent successes, because, you know, allies, colleagues like Kate McMurray and Tere Michaels, are like, "Listen, you're fabulous, and we want you to meet people who will also think you're fabulous. So come here." And that's part of the beauty of RWA, and that's why I fight so hard for diversity and inclusion within RWA, because my success, as I said, my recent success has all been attached to people pushing me in different directions to say, "This is where you need to be. This is the person you need to meet." And if you're not a part of the organization, you can't make those connections. And networking connections will get you further than anything you know, right? So when we cut off authors of color from that source, from the resources, from the networking connections, and the opportunities that are presented to people who are part of the organization, what we're doing is we're disconnecting them from publishing. And we're forcing them to be indie. And this is not an indie versus trad conversation. This is... some people cannot be anything other than indie, because trad will not give them the opportunity. They've been completely marginalized. And so that should not be. People should be able to publish however they choose to, whether they up to be an indie author or whether they decide that the trad route is for them, because, you know, different strokes for different folks. It is different, you know, depending on what your lifestyle is like. I have crazy children and I have to juggle being a mom, a writer, and everything else and try to keep sane. Being an indie author is a lot of work. It's a lot of effort on your end to make a book successful. I don't have that kind of time in my life, or that kind of energy, honestly. So being a trad author is a much better avenue for me and my situation. And if that is the only way that I can publish, but publishing will not give me the opportunities, then it's, you know, I'm losing out. And that's the purpose of RWA to sort of bridge those gaps. But I don't think we're exactly where we need to be yet. So we're still working on it. Will: Yeah, definitely. Jeff: We very much appreciate your efforts towards that, for sure. Will: Now, the Romance Writers of America National Conference is going to be in NYC this summer. LaQuette: Absolutely. Will: And I expect you're going to be there. LaQuette: Oh, yeah. I wouldn't miss it for the world. Will: Yeah, we're actually making a trip for the first time this year as well. LaQuette: Yay. Will: So hopefully we will... I know it's gonna be crazy busy. But hopefully, we're gonna get a chance to say hi in person. LaQuette: It is. Absolutely. Jeff: For sure. Now, we talked about "Harlem Heat." You mentioned a couple other things. What is on your docket for the rest of this year for releases? LaQuette: I don't think I have any other releases this year because I'm writing. So I've been very blessed in that I have landed these two major contracts with Sourcebooks and with Dreamspinner, both for series. So I'm halfway through Source's books. And I need to start on Dreamspinner's toward the end of the year. So there won't be any more releases from me. I mean, if I get a moment where I'm, you know, feeling really creative, I might try to get a novella together. But I'm not making any promises. Jeff: All right, so we'll look for a lot more in 2020, for sure. LaQuette: Yeah, 2020 is definitely...the first book for Source comes out in 2020. I don't have a release date yet. I have delivery dates for Dreamspinner, but I don't have release dates yet. So I'm thinking probably sometime toward the end of 2020, possibly, or maybe the beginning of 2021. Jeff: All right. Well, when "Harlem Heat" comes out, you definitely have an invitation to come back and talk, for sure. LaQuette: Oh, yay. Thank you. Jeff: Now what's the best way for everybody to keep up with you online? LaQuette: Oh, so you can find me on Facebook at, you know, my Facebook page, LaQuettetheAuthor. You can find me on Twitter @LaQuetteWrites, or you can find me on Instagram at la_quette, or you can email me at laquette@laquette.com, or you can go to my website laquette.com. Will: Fantastic. Jeff: She's well branded, and everything is the same. Will: Most definitely. Well, LaQuette, it was a genuine honor to have you on the show today. LaQuette: Oh, thank you. Will: We're so glad that you could take some time out of your extremely busy schedule that you can come talk to us. LaQuette: Thank you for having me. I mean, I was so excited and a little bit nervous also, to come on and talk to you guys because I've seen the show before. And I'm like, "Yay, I get to go hang out with them. I feel special." Will: Well, it is a genuine pleasure. We're so glad that you came. LaQuette: Thank you so very much for having me.
Show Notes Jeff: Welcome back to EMplify, the podcast corollary to EB Medicine’s Emergency Medicine Practice. I’m Jeff Nusbaum, and I’m back with my co-host, Nachi Gupta. This month, we’re moving from the trauma bay back to a more private setting, to discuss Emergency Department Diagnosis and Treatment of Sexually Transmitted Diseases. Nachi: And for those of you who follow along with the print issue and might be reading in a public place, this issue has a few images that might not be ideal for wandering eyes. Jeff: I’d say we need a “not safe for work” label on this episode, though I think we are one of the unique workplaces where this is actually quite safe. Nachi: And we’re obviously pushing for “safe” practices this month. The article was authored by Dr. Pfenning-Bass and Dr. Bridges from the University of South Carolina School of medicine. It was edited by Dr. Borhart of Georgetown University and Dr. Castellone of Eastern Connecticut Health Network. Jeff: Thanks, team for this deep dive. Nachi: STDs or STIs are incredibly common and often under recognized by both the public and health care providers. Jeff: In addition, the rates of STDs in the US continue to rise, partly due to the fact that many patients have minimal to no symptoms, leading to unknowing rapid spread and an estimated 20 million new STDs diagnosed each year. Treating these 20 million cases amounts to a whopping $16 billion dollars worth of care annually. Nachi: 20 million! Kinda scary if you step back and think about it. Jeff: Definitely, perhaps even more scary, undiagnosed and untreated STDs can lead to infertility, ectopic pregnancies, spontaneous abortions, chronic pelvic pain and chronic infections. On top of this, there is also growing antibiotic resistance, making treatment more difficult. Nachi: All the more reason we need evidence based guidelines, which our team from South Carolina has nicely laid out after reviewing 107 references dating back to 1990, as well as guidelines from the CDC and the national guideline clearinghouse. Jeff: Alright, so let’s start with some basics: pathophysiology, prehospital care, and the H&P. STDs are caused by bacteria, viruses, or parasites that are transmitted vaginally, anally, or orally during sexual contact, or passed from a mother to her baby during delivery and breastfeeding. Nachi: In terms of prehospital care, first, make sure you are practicing proper precautions and don appropriate personal protective equipment to eliminate or reduce the chance of bloodborne and infectious disease exposure. In those with concern for possible sexual assault, consider transport to facilities capable of performing these sensitive exams. Jeff: As in many of the prehospital sections we have covered -- a destination consult could be very appropriate here if you’re unsure of the assault capabilities at your closest ER. Nachi: And in such circumstances, though patient care comes first, make sure to balance medical stabilization with the need to protect evidence. Jeff: Exactly. Moving on to the ED… The history and physical should be conducted in a private setting. For the exam, have a chaperone present, whose name you can document. The “5 Ps” are a helpful starting point for your history: partners, practices, prevention of pregnancy, protection from STDs, and past STDs. Nachi: 5 p’s, I actually haven’t heard this mnemonic before, but I like it and will certainly incorporate it into my practice. Again, the 5 p’s stand for: partners, practices, prevention of pregnancy, protection from STDs, and past STDs. After you have gathered all of your information, make sure to end with an open ended question like “Is there anything else about your sexual practices that I need to know?” Jeff: Though some of the information and even the history gathering may make you or the patient somewhat uncomfortable, it’s essential. Multiple partners, anonymous partners, and no condom use all increase the risk of multiple infections. Try to create a rapport that is comfortable and open for your patient to provide as much detail as they can. Nachi: And as with any infectious work up, tachycardia, hypotension, and fever should all raise the concern for possible sepsis. In your sepsis source differential, definitely consider PID in addition to the usual sources. As a mini plug for a prior issue, PID was actually covered in the December 2016 issue of Emergency Medicine Practice, in detail. Jeff: Getting back to the physical exam: though some question the utility of the pelvic exam as our diagnostics get better, the literature suggests the pelvic definitely still has a big role both in diagnosing and differentiating STDs and other pathology. Don’t skip this step when indicated. Nachi: Now that we have a broad overview, let’s talk about specific STDs, covering diagnosis, testing, and treatment. Jeff: If following along in the article, appendices 1, 2 and 3, list detailed physical exam findings for the STDs were going to discuss, while table 3 lists treatment options. A great resource to use while following along or as a reference during a clinical shift! Nachi: First up, let’s talk chlamydia, the most common bacterial cause of STDs, with 1.7 million reported infections in 2017. Most are asymptomatic, which increases spread, especially in young women. Jeff: Chlamydia trachomatis has a 2-3 day life cycle in which elementary bodies enter endocervical and urethral cells and replicate, eventually causing host cell wall rupture and further spread. Nachi: Though patients with chlamydia are often asymptomatic, cervicitis in women and urethritis in men are the most common presenting symptoms. Vaginal discharge is the most common exam finding followed by cervical ectropion, endocervical mucus, and easily induced bleeding. Other presenting symptoms include urinary frequency, dysuria, PID, or even Fitz-Hugh-Curtis syndrome, which is a PID induced perihepatitis. In men, epididymitis, prostatitis, and proctitis are all possible presenting symptoms also. Jeff: And of note, chlamydia can also cause both conjunctivitis and pharyngitis. Nachi: This article has a ton of helpful images. Check out figures 1 and 2 for some classic findings with chlamydial infections. Jeff: When testing for chlamydia, nucleic acid amplification is the test of choice as it has the highest sensitivity, 92% when tested from a first-catch urine sample vs. 97% from a vaginal sample. While these numbers are similar, and you’re gut may be to forego the pelvic exam, consider the pelvic exam to aid in the diagnosis of PID and to evaluate for cervicovaginal lesions or other concomitant stds. Nachi: Similarly, in men, the test of choice is also a nucleic acid amplification test, with a first catch urine preferred over a urethral swab. Jeff: And lastly, nucleic acid amplification is also the test of choice from rectal and oropharyngeal samples, though you need to check with your lab first as nucleic acid amplification is not technically cleared by the FDA for this indication. Nachi: Treatment for chlamydia is simple, 1g of azithromycin, or doxycycline 100 mg BID x 7 days. Fluoroquinolones are a second line treatment modality. Jeff: In pregnant women, chlamydia can lead to ectopic pregnancy, premature rupture of membranes, and premature delivery. The single 1g azithromycin dose is also safe and effective with amox 500 mg TID x 7 days as a second line. Pregnant women undergoing treatment should have a documented test-of cure 3-4 weeks after treatment. Nachi: Next up, we have gonorrhoeae, the gram-negative diplococci. Gonorrhea is the second most commonly reported STD, affecting 0.8% of women and 0.6% of men, with over 500,000 reported cases in 2017. Jeff: Gonorrhea attaches to epithelial cells, altering the surface structures leading to penetration, proliferation and eventual systemic dissemination. Nachi: Though some may be asymptomatic, women often present with cervicitis, vaginal pruritis, mucopurulent discharge, and a friable cervical mucosa, along with dysuria, frequency, pelvic pain and abnormal vaginal bleeding. Jeff: Men often present with epididymitis, urethritis, along with dysuria and mucopurulent discharge. Proctitis, pharyngitis, and conjunctivitis are all possible complications. Nachi: In it’s disseminated form, gonorrhea can lead to purulent arthritis, tenosynovitis, dermatitis, polyarthralgias, endocarditis, meningitis, and osteomyelitis. Jeff: In both men and women the test of choice for gonorrhea again is NAAT, with endocervical samples being preferred to urine samples due to higher sensitivity. In men, urethral and first catch urine samples have a sensitivity and specificity of greater than 97%. Nachi: And as with chlamydial samples, the FDA has not approved gonorrhea NAAT for rectal and oropharyngeal samples, but most labs are able to process these samples. Jeff: Yeah, definitely check before you go swabbing samples that cannot be run. Lastly, in regards to testing, though it won’t likely change your management in the moment, the CDC does recommend a gonococcal culture in cases of confirmed or suspected treatment failure Nachi: It’s also worth noting that although NAAT can be used in children, but culture is additionally preferred in all settings due to legal ramifications of sexual abuse. Jeff: It pains me just to think about how awful that is. Ugh. Moving on to treatment: when treating gonorrhea, the current recommendation is to treat both with cefitriaxone and azithro. 250 mg IM is the preferred dose, up from just 125 mg IM which was preferred dose two decades ago along with 1g of azithro. Nachi: And if ceftriaxone IM cannot be administered easily, 400 mg PO cefixime is the second line treatment of choice. If there is a documented cephalosporin allergy, PO gemifloxacin or gentamycin may be used. And for those with an azithomycin intolerance, a 7 day course of doxycycline may be substituted instead. Jeff: In pregnant women, gonococcal infections are associated with chorioamnionitis, premature rupture of membranes, preterm birth, low birth weight, and spontaneous abortions. Pregnant woman therefore should be treated with both ceftriaxone and azithro in the same manner as their non pregnant counterparts. Nachi: There is also one quick controversy to discuss here. Jeff: oh yeah, go on… Nachi: The CDC currently recommends the IM dose of ceftriaxone, not IV. And this is because of the depot effect. However, it’s unclear if this effect is in fact true, as IM and IV ceftriaxone levels measured in blood 24 hours later are similar. So if the patient has an IV already, should we just give the ceftriaxone IV instead of IM? Jeff: I think it is probably okay, but I’ll wait for a bit more research. For now, I would continue to stick with the CDC recommendation of IM as the correct route. Nachi: And with the continuing rise of STD’s and the public health and economic burden we are describing here, I think the IM route, which is known to be effective, should still be used -- until the CDC changes their recommendations. Next up we have the great imitator/masquerader, syphilis, caused by the spirochete Treponema pallidum. LIke the other STDs we’ve discussed so far, cases of syphilis are also on the rise with over 30k cases in 2017, a 10% increase from 2016. Jeff: Syphilis is spread via direct contact between open lesions and microscopic abrasions in the mucous membranes of vagina, anus, or oropharynx. The organism then disseminates via the lymphatics and blood stream. Nachi: Infection with syphilis comes in three stages. Primary syphilis is characterized by a single, painless lesion, or chancre, which occurs about 3 weeks after inoculation. 6-8 weeks later, secondary syphilis develops. This often presents with a rash, typically on the palms and soles of the feet, or with condyloma lata, or lymphadenopathy. Jeff: Tertiary syphilis doesn’t appear until about 20 years post infection and it includes gummatous lesions and cardiac involvement including aortic disease. Nachi: Patients at any stage may go long periods without any symptoms, which is known as latent syphilis. In addition, at any stage a patient may develop neurosyphilis, which can present with strokes, altered mental status, cranial nerve dysfunction, and tabes dorsalis. Jeff: In early syphilis, dark-field examination is the definitive method of detection, though this is impractical in the ED setting. There are, instead, 2 different algorithms to follow. The CDC traditional algorithm recommends a nontreponemal test like rapid plasma reagin or RPR or the venereal disease research lab test also called VDRL, followed by confirmational treponemal test (fluoresent treponemal antibody absorption or FTA-ABS or T pallidum passive agglutination also called TP-PA). More recently there has been a shift to the reverse sequence, with screening with a treponemal assay followed by a confirmatory nontreponemal assay. Nachi: The reason for the change is that there is an increased availability of rapid treponemal assays. And where available, the reverse sequence offers increased throughput and the ability to detect early primary syphilis better. The CDC, however, still recommends the traditional testing pathway -- that is nontreponemal tests first like RPR or VDRL, followed by treponemal tests like FTA-ABS or TP-PA. The article also notes that emergency clinicians should rely on clinical manifestations in addition to serologic testing, when determining whether to treat for syphilis. Jeff: For neurosyphilis, the CSF-VDRL test is highly specific but poorly sensitive. In cases of a negative CSF-VDRL but still with high clinical suspicion, consider a CSF FTA-ABS test, which has lower sensitivity, but is also highly specific and may catch the diagnosis. Nachi: Treatment for primary, secondary, and early latent syphilis is with 2.4 million units of Penicillin G IM. For ocular and neurosyphilis, treatment is with 18-24 million units of pen G IV every 4 hours or continuously for 10-14 days. In patients who have a penicillin allergy, skin testing and desensitization should be attempted rather than azithromycin due to concerns for resistance. Jeff: For pregnant women, PCN is the only proven therapy. Interestingly, there is some evidence to suggest that a second IM dose may be beneficial in treating primary and secondary syphilis in pregnancy though data are limited. Nachi: We also have to mention the Jarisch-Herxheimer reaction before moving on. This is a syndrome of fevers, chills, headache, myalgias, tachycardia, flushing and hypotension following high dose PCN treatment due to a massive release of endotoxins when the bacteria die. This typically occurs in the first 12 hours but can occur up to 24 hours after treatment. Treatment is supportive. Concern of this reaction should never delay PCN treatment!! Jeff: The next condition to discuss is Bacterial vaginosis, or BV, which, interestingly, is not always an STD. It is therefore critically important to choose your words wisely when speaking with a patient who has BV. Nachi: That is an important point that is worth repeating. BV is not always an STD. So what is BV? BV occurs when there is a decrease or absence of lactobacilli that help maintain the acidic pH of the vagina leading to an overgrowth of Gardnerella, bacteroides, ureaplasma and mycoplasma. BV does not occur in those who have never had intercourse and it may increase the risk of other STDs and HIV. Jeff: 50% of women with BV are asymptomatic, while the others will have a thin, grayish-white, homogeneous vaginal discharge with a fishy smell, along with pruritis. Nachi: To diagnose BV, most use the amsel criteria, which requires 3 of following 4: 1) a thin, milky, homogeneous vaginal discharge, 2) the release of a fishy odor before or after the addition of potassium hydroxide, 3) a vaginal pH > 4.5, and 4) the presence of clue cells in the vaginal fluid. These criteria are 90% sensitive and 77% specific, with clue cells being the most reliable predictor. Jeff: And for those of us without immediately available microscopy, you can make the diagnosis based on characteristic vaginal discharge alone. Treat with metronidazole, 500 mg BID for 7 days, metronidazole gel, or an intravaginal applicator for 5 days, with the intravagainal applicator being better tolerated than the oral equivalent Nachi: BV in pregnancy increases risk of preterm birth, chorioamnionitis, postpartum endometriitis and postcesarean wound infections. Pregnant patients are treated the same as nonpregnant or with 400 mg of clindamycin BID x 7 days. Jeff: Always nice when there is really only one treatment regimen across the board. And that will be a general theme for treatment options in pregnancy with a few exceptions. Nachi: Next up we have Granuloma inguinale, or donovanosis, which is caused by Klebsiella granulomatis. Jeff: Granuloma inguinale is endemic to India, the Caribbean, central australia, and southern africa. It is rarely diagnosed in the US. Nachi: Granuloma inguinale presents with highly vascular, ulcerative lesions on the genitals or perineum. They are typically painless and bleed easily. If disseminated, Granuloma inguinale can lead to intra-abdominal organ and bone lesions and elephantiasis-like swelling of the external genitalia. Jeff: Granuloma inguinale can can be diagnosed by microscopy from the surface debris of purulent ulcers. Nachi: Once you have the diagnosis, the CDC recommends treatment with azithromycin for at least 3 weeks and until all lesions have resolved. Jeff: Next we have lymphogramuloma venereum or LGV. Nachi: LGV is a C. Trachomatis infection of the lymphatics and lymph nodes. This is predominantly a disease of the tropics and subtropical areas of the world. Jeff: On exam, in the primary stage, you would expect a small, painless papule, pustule, nodule or ulcer on the coronal sulcus of the penis or on the posterior forchette, vulva, or cervix of women. The primary stage eventually progresses to the secondary stage, which is characterized by unilateral lymphadenopathy with fluctuant, painful lymph nodes known as buboes. Nachi: Check out figure 11 for a great classic image of the “groove sign” which is involvement of both the inguinal and femoral lymph nodes, and is seen in 15-20% of cases. And actually even more common than the groove sign is a presentation with proctitis. Jeff: Testing for LGV should be based on high clinical suspicion, and NAAT should be performed on a sample from the primary ulcer base or from aspirate from a bubo. Nachi: Treatment for LGV is with doxycycline 100 mg BID x 21 days. Jeff: So, to summarize, for LGV, remember painful lymphadenopathy, especially in those with proctitis. Treat with doxy. Nachi: Next we have Mycoplasma genitalium, which causes nongonococcal urethritis in men and mucopurulent cervicitis and PID in women. Jeff: Unfortunately, there is no diagnostic test for M. genitalium, and it should be considered clinically, especially in the setting of recurrent urethritis. Nachi: Treat with azithro, but not 1g x 1. Instead, M. Genitalium should be treated with a course of azithro, with 500 mg on day 1 followed by 250 mg daily for 4 days. Moxifloxacin is an alternative. Jeff: Simple enough. Moving on to everybody’s favorite, genital herpes. Nachi: umm, I’m not sure sure anybody would call herpes their favorite. Why would you even say that? Jeff: i don’t know, seemed natural at the time… Regardless, primary genital herpes is caused by either HSV1 or HSV2. Though only an estimate, and likely an underestimate at that, it is estimated that at least 1 in 6 people in the US between 14 and 49 have genital herpes. Nachi: That’s much higher than I would have thought. Jeff: Patients usually contract oral herpes from HSV-1 due to nonsexual contact with saliva and genital herpes due to sexual contact with an infected person. Nachi: Keep in mind, however, that HSV1 can and will also cause genital infections if spread via oral sex. Jeff: Localized symptoms include pain, itching, dysuria, and lymphadenopathy and systemic symptoms include fever, headache, and malaise. In women, look for herpetic vesicles on the external genitalia along with tender ulcers in areas of rupture, see figure 12 for a characteristic image. Nachi: Though symptoms tend to be more severe in woman, men may present with vesicles on the glans penis, penile shaft, scrotum, perianal area, and rectum or even with dysuria and penile discharge. Jeff: HSV1 and 2 infections also have the ability to recur, though recurrences tend to become less frequent and severe over time. Nachi: It’s noteworthy that there is also a direct correlation between stress levels and the severity of an HSV outbreak. Jeff: Herpes can be diagnosed by viral culture of an unroofed vesicle or by NAAT. PCR based assays can also differentiate between HSV1 and HSV2 Nachi: While there is no cure, antivirals may help prevent and shorten outbreaks. Ideally you should begin treatment within 72 hours of lesion appearance. Treat with acyclovir, valacyclovir, or famciclovir. In addition, don't forget about adjuncts like analgesia, sitz bathes, and urinary catheter placement for severe dysuria. Jeff: HSV can also be vertically transmitted from mother to child so in pregnancy, treat with acyclovir 400 mg 3x/day for 7 days or valacyclovir Nachi: And because transmission is so easy, babies born to mothers with active lesions should be delivered by cesarean section. Jeff: Let’s move on to human papillomavirus, or HPV. There are over 100 types of HPV with 40 being transmitted through skin to skin contact, typically via vaginal and anal intercourse. Nachi: Most infections are asymptomatic and clear within 2 years. Jeff: Right, but one of the main reasons this is such a big deal is that HPV types 16 and 18 are oncogenic strains and can lead to cervical, penile, vulvar, vaginal, anal, and oropharyngeal cancers. Amazingly, HPV is responsible for more than 95% of the cervical cancers in women. Nachi: Hence the importance of the new vaccine series that most young adults and children are now opting for. Vaccination should occur in women through age 26 or men through age 21 if not previously vaccinated. Jeff: Critically important to take advantage of a vaccine that can prevent cancer! Nachi: And though not as important in terms of health consequences, just be aware that HPV 6 and 11 may lead to anogenital warts, known as condyloma acuminata. Jeff: In terms of exam findings, as you just mentioned, most infections are asymptomatic and self-limited. If symptoms do develop, HPV typically causes those cauliflower like or white plaque like growths lesions on the external genitalia, perineum, and perianal skin. Nachi: For testing, there is a limited role in the ED. Diagnosis should be made by visual inspection, followed eventually by a biopsy. Jeff: And just like the biopsy, which is unlikely to be done in the emergency department, most treatment is also not ED based. Treatment options include cryotherapy, immune-based therapy, and surgical excision, which has both the highest success rates and lowest recurrence. Nachi: Next up, we have trichomoniasis. Jeff:Trichomoniasis is a single-celled, flagellated, anaerobic protozoa, that directly damages the epithelium, causing microulcerations in the vagina, urethra, and paraurethral glands. Nachi: With an estimated 3.7 million infected people in the US, this is something you’re also bound to see. Jeff: Risk factors include recent or current incarceration, IV drug use, and co-infection with BV. Nachi: Note the common theme here - co infection. It’s very common for patients to have more than one STD, so make sure not to anchor when you think you’ve nailed the diagnosis. Jeff: On exam the majority of both women and men are asymptomatic. In women, you may find a purulent, frothy vaginal discharge, vaginal odor, vulvovaginal irritation, itching, dyspareunia, and dysuria Nachi: And don’t forget about the classic colpitis macularis, or the strawberry cervix. Though this is frequently taught and stressed, it’s actually only seen in 2-5% of infected women. Jeff: But to be fair, a strawberry cervix and frothy vagianl discharge together have a specificity of 99% for trich, which is really not bad. Nachi: While many EDs sadly aren’t blessed with a wet mount, the wet mount has the advantage of being simple, convenient, and generally low cost. Jeff: While all of that is true regarding the wet mount, it’s no longer first line, again with NAAT being preferred, as it’s highly sensitive, approaching 100%. Nachi: And for those of us who don’t have access to NAAT, there are also antigen-detecting tests which don’t perform quite as well, but they are much more sensitive than the traditional wet mount. Jeff: Treatment for trichomoniasis is with oral metronidazole, 2g in a single oral dose a or 500 mg twice a day for 7 days. Alternatively, the more expensive tinidazole, 2g for 1 dose, is actually superior according to the most recent evidence. Nachi: For pregnant patients, trichomoniasis is unfortunately associated with premature delivery and premature rupture of membranes, with no improvement following treatment. Still, patients should be tested and treated, preferentially with metronidazole, to relieve symptoms and prevent partner spread. Jeff: We have two more special populations to discuss in this month’s issue - those in correctional facilities and sexual partner treatment. If you are lucky enough to be involved in treating those in correctional facilities, keep in mind that rates of gonorrhea, chlamydia, syphilis, and trichomoniasis are higher in persons in both juvenile and adult detention facilities than the general public. Nachi: In general for patients in correctional facilities, maintain a lower threshold for just about everything. This is just an at-risk population. Jeff: Let’s move on to sexual partners, and expedited partner therapy or EPT. Nachi: Once you’ve diagnosed a patient with an STD, you can also provide a prescription or medication to the patient to give to their partner or partners. Jeff: This practice is critically important to stop partners from unknowingly spreading the STD further which is a real problem. Unless prohibited by law, emergency clinicians should routinely offer EPT to patients with chlamydia, gonorrhea, or trichomoniasis. To see your states’ current status, the CDC maintains a list of the status in all 50 states. Nachi: In terms of specific partner therapies, for chlamydia, EPT can be accomplished with a single 1g dose of azithromycin or doxycyclin 100 mg bid for 7 days. Consider concurrent treatment for gonococcal infection also. Jeff: For Gonorrhea, EPT includes a single oral dose of 400 mg of cefixime and a 1g oral dose of azithromycin. Nachi: For EPT for syphilis, unfortunately the partner has to present to the ED for a single IM injection of penicillin G. While this does place a burden on the partner, it opens up an opportunity for additional serologic testing and possibly treatment of his or her partners as well. Jeff: Routine EPT for those with BV is not recommend as the data shows that partner treatment does not affect rates of relapse or recurrence. Nachi: For genital herpes, you should counsel patients and their partners that they should abstain from sexual activities when there are lesions or prodromal symptoms. Make sure to refer partners for evaluation as well. Jeff: Since there isn’t much data on HPV partner notification, for now, encourage patients to be open with their partners so they may seek treatment as well. Nachi: And lastly, for Trichomoniasis, EPT includes 2 g of metronidazole or 500 mg BID for 7 days or that single 2g dose of tinidazole. Jeff: In general, it is always better to have the partner present to a physician for diagnosis and treatment, but EPT is an option when that seems unlikely or impossible. Nachi: Also, when possible be sure to inquire about drug allergies and provide some guidelines on ER presentation for allergic reactions. Jeff: So that wraps up EPT. Let’s discuss disposition. Though most will end up going home, a few may require IV medications, such as those with severe HSV, disseminated gonococcus, and neurosyphilis. Nachi: Admission should also be strongly considered in those who are pregnant or with concern for complications. Those with severe nausea, vomiting, high fever, the inability to tolerate oral antibiotics, and those failing oral antibiotics should also be considered for admission. Jeff: But if your patient doesn’t meet those criteria, as most will not, and they are headed home, stress the importance of follow up. Especially for those with gonorrhea and chlamydia, for whom a test of cure after completion of their medication is recommended. This is even more important for pregnant women. Nachi: Chlamydia, gonorrhea, HIV, and syphilis are among the many infectious diseases that require mandatory reporting. Definitely familiarize yourself with your states’ reporting laws, as most of these patients will be headed home and you’ll want to make sure you don’t miss your chance to prevent further spread. Jeff: Perfect, so that’s it for this month’s issue. Let’s close out with some high yield points and clinical pearls. Nachi: STDs are under recognized by patients and healthcare professionals. They can often present with minimal or no symptoms and are passed unknowingly to partners. Jeff: STD’s can have devastating effects during pregnancy on the fetus. Treat these patients aggressively in the ER. Nachi: The rising rate of STD’s continues to be an economic burden on the U.S. healthcare system. Jeff: Patients can present with multiple STD’s concurrently. Avoid premature diagnostic closure and consider multiple simultaneous processes. Nachi: Urinary tract infections and STD’s can present similarly. Be sure to do a pelvic exam to avoid misdiagnosis. For the exam, always have a chaperone present. Jeff: Acute unilateral epididymitis is most commonly a result of chlamydia in men under the age of 35. Nachi: Chlamydia is the most common bacterial STD. The diagnostic test of choice is nucleic acid amplification testing (NAAT). Treat with azithromycin or doxycycline. Jeff: Gonorrhea is the second most common STD. The diagnostic test of choice here is again NAAT. Treat with ceftriaxone and azithromycin. Nachi: Gonorrhea can lead to disseminated infection such as purulent arthritis, tenosynovitis, dermatitis, polyarthralgias, endocarditis, meningitis, and osteomyelitis. Jeff: Syphilis has a wide variety of presentations over three stages. For concern of early syphilis, send RPR or VDRL for nontreponemal testing as well as an FTA-ABS or TP-PA for treponemal testing. Nachi: Tertiary syphilis can present with gummatous lesions or aortic disease many years after the primary syphilis infection. Jeff: At any stage of syphilis, the central nervous system can become infected, leading to neurosyphilis. Nachi: Bacterial vaginosis presents with a white, frothy, malodorous vaginal discharge. Treat with metronidazole. Jeff: Genital herpes is caused by HSV-1 or HSV-2. Diagnosis can often be made clinically. If sending a sample for testing, be aware that viral shedding is intermittent, so you may have a falsely negative result. Antivirals can help prevent or shorten outbreaks and decrease transmission. Nachi: Lymphogranuloma Venereum presents with small, painless papules, nodules, or ulcers. Groove sign is present in only 15%-20% of cases. Jeff: Consider Fitz-Hugh-Curtis syndrome in your differential for a sexually active patient with right upper quadrant pain. Nachi: Offer expedited partner therapy to all patients with STD’s to prevent further spread Jeff: So that wraps up Episode 27 - STDs in the ED! Incredibly high yield topic with lots of pearls. Nachi: As always, additional materials are available on our website for Emergency Medicine Practice subscribers. If you’re not a subscriber, consider joining today. You can find out more at ebmedicine.net/subscribe. Subscribers get in-depth articles on hundreds of emergency medicine topics, concise summaries of the articles, calculators and risk scores, and CME credit. You’ll also get enhanced access to the podcast, including any images and tables mentioned. PA’s and NP’s - make sure to use the code APP4 at checkout to save 50%. Jeff: I’ll repeat that, since saving money is important. APPs, use the promotion code APP4 at checkout to receive 50% off on your subscription. Speaking of PAs - for those of you attending the SEMPA conference in just a few weeks, make sure to check out the EB Medicine Booth, #302 for lots of good stuff. For those of you not attending the conference, just be jealous that your colleagues are hanging out in New Orleans. Nachi: And the address for this month’s credit is ebmedicine.net/E0419, so head over there to get your CME credit. As always, the you heard throughout the episode corresponds to the answers to the CME questions. Lastly, be sure to find us on iTunes and rate us or leave comments there. You can also email us directly at EMplify@ebmedicine.net with any comments or suggestions. Talk to you next month! Most Important References 3. Workowski KA, Bolan GA. Sexually transmitted diseases treatment guidelines, 2015. MMWR Recomm Rep. 2015;64(Rr- 03):1-137. (Expert guidelines/systematic review) 5. Torrone E, Papp J, Weinstock H. Prevalence of Chlamydia trachomatis genital infection among persons aged 14-39 years- -United States, 2007-2012. MMWR Morb Mortal Wkly Rep. 2014;63(38):834-838. (Expert guideline/systematic review) 98. Schillinger JA, Gorwitz R, Rietmeijer C, et al. The expedited partner therapy continuum: a conceptual framework to guide programmatic efforts to increase partner treatment. Sex Transm Dis. 2016;43(2 Suppl 1):S63-S75. (Systematic review; 42 articles) 103. Centers for Disease Control and Prevention. 2018 National Notifiable Conditions (Historical). National Notifiable Diseases Surveillance System (NNDSS). Accessed March 10, 2019. (CDC website) 105. Carter MW, Wu H, Cohen S, et al. Linkage and referral to HIV and other medical and social services: a focused literature review for sexually transmitted disease prevention and control programs. Sex Transm Dis. 2016;43(2 Suppl 1):S76-S82. (Systematic review; 33 studies)
The video game website Giant Bomb recently celebrated its tenth birthday so what better time to talk to its creator about the early days of the online games media, the future of games coverage, and getting fired in front of the entire world. iTunes Page: https://itunes.apple.com/us/podcast/noclip/id1385062988 RSS Feed: http://noclippodcast.libsyn.com/rssGoogle Play: https://play.google.com/music/listen?u=0#/ps/If7gz7uvqebg2qqlicxhay22qny Spotify: https://open.spotify.com/show/5XYk92ubrXpvPVk1lin4VB?si=JRAcPnlvQ0-YJWU9XiW9pg Soundcloud: https://soundcloud.com/noclippodcast Watch our docs: https://youtube.com/noclippodcast Sub our new podcast channel: https://www.youtube.com/channel/UCSHBlPhuCd1sDOdNANCwjrA Learn About Noclip: https://www.noclip.videoBecome a Patron and get early access to new episodes: https://www.patreon.com/noclip Follow @noclipvideo on Twitter Hosted by @dannyodwyerFunded by 4,638 Patrons. -------------------------------------------------------------- - [Danny] Hello and welcome to Noclip, the podcast about video games, the people who make them, and the people who play them. On today's episode we talk to a guy who grew up a short drive from the epicenter of the online media revolution. As video game website Giant Bomb recently celebrated its 10th year of operation, we decided to talk to its founder about skipping school, hosting podcasts, and getting fired in front of the entire world. Jeff Gerstmann is a name you either know or don't, depending on whether or not you care about the world of games coverage. Outside of the world of games, Jeff is a husband, son, and a grown-up local kid in Petaluma, a city in Northern California that sits on the outskirts of what many would consider a reasonable commute to San Francisco. There he grew up with his mum and dad who operated a tire shop. A small town kid, with a small town life who loved rap, skateboards, and video games. But inside the world of games Jeff is larger than life. He's part of a dwindling older generation of journalists who were there when the magazines died, and the world of internet reporting exploded. He's lead the charge on finding new ways to talk about games, be it on video, podcast or late light E3 live shows. And crucially, his surname became a rallying cry for media ethics when he fell victim to one of the most lamentable acts of brand self-destruction of the digital age. Much of Jeff's story lives in the gaming zeitgeist. Before I met him, I thought I knew most of it. You see, to me Jeff was a hero. He had figured it all out. Growing up in Ireland, years before Twitch or even YouTube had started, I'd watch him host shows broadcast live from the GameSpot offices in San Francisco. His job was talking about games, and he knew more about games than anyone I'd ever seen trying to do it on television. His job became a north star that I'd spend years following. And when I'd eventually find myself working in the same building those shows were filmed in, sitting at a desk a short walk from his, I slowly began to get a deeper understanding of Jeffrey Michael Gerstmann. Equal parts a quiet, contemplative person and a troublemaker, now responsible for keeping order. I recently sat down with Jeff to talk about the 10 Year Anniversary of his career's second act, the video game website GiantBomb.com. But the story of Giant Bomb and the story of Jeff Gerstmann are intertwined. So to tell you how Giant Bomb was founded we have to go back to a small town in Northern California, to the kid of the folks who ran the tire shop in sunny, quiet, suburban, Petaluma. - [Jeff] The first video game console I owned, it was the Fairchild Channel F, which was, it kinda came out around the same time, same window as the Atari 2600 but it had a few more educational games so I think that tipped my parents in the favor of getting that thing, it had this terrible plunger controller, there was like a decent bowling game but it just immediately failed. I had relatives who had an Atari 2600 and would kinda covet that thing and eventually they gave it to me when the video game industry kinda crashed. But we got into computers not long after that. I got an Atari 400 and that was really the first proper like hey, this is a somewhat successful platform with stuff coming out that mattered. And so I mostly started on a computer. - [Danny] What was the impetus for your parents getting it? Were they interested in technology at all or were you crying for it or what was the story there? - [Jeff] You know, my dad played some video games certainly over the years but I think that was largely because that's what I was interested in. We were going to arcades a lot and on the weekends we would go out, there was an arcade in town called Dodge City and we would go to Dodge City. You know, my mom went once or twice, this was like the height of Pac-Man fever so like I would be there, my dad would be there, we'd be playing games and there would just be this huge line almost out the door of people waiting to play Pac-Man or Ms. Pac-Man. And it was just weird, you know, because it was just another game, like to me it was just like, all right, well yeah, I don't know, Pac-Man's over there and it is what it is and I'm over here playing Galaxian or Vanguard or you know, whatever the heck else, I don't really remember talking to too many people about video games. This was, you know, this woulda been, god, 82 ish, like early to mid 80s really and I was going to elementary school then and just there were like one or two other kids I knew that had computers but most kids didn't and they weren't really into video games per say or if they were they weren't really letting on. So there was one kid I knew that had a TRS-80 and so I'd go over to his place and play Parsec and some other stuff like that. There was a kid near the tire shop that my parents ran that had a VIC-20 and I could go over there and play like Radar Rat Race and some other stuff too. - [Danny] So, I guess, what did you want to be when you grew up when you were like a middle schooler? Obviously games journalism wasn't a target you could exactly aim for so what were you thinking about your future when you were in like middle school, high school? - [Jeff] When I was in high school we saw a posting, so LucasArts was relatively local, they were in Marin County and, you know, this woulda been like 1990, 1991, somewhere around there, and they were looking for testers. And I remember applying for it but like I was 15. Like it was, logistically it would've been impossible for me to even do that job 'cause I couldn't even drive a car yet. And it was 20ish miles away. But also like I remember writing, like they wanted a resume, I wrote an essay and it was like, you should give me this job. It was real dumb, I mean, whatever, in retrospect it was like, that is not a way to get a job. Also, ridiculous to assume that that would've even been possible at 15. But yeah, that was the first time I ever really thought about working in video games, I woulda been like 14 or 15. - [Danny] So how did it actually come to pass then? What was your first gig in the industry and how did you end up getting it? - [Jeff] So, I started going to trade shows, I met a guy a named Glenn Rubenstein who was a year younger than I was and we went to the same school, we went to the same high school. And Glenn was writing video game reviews for the local Petaluma newspaper and also I think he had a column in the San Francisco Examiner which was a newspaper. And so there would be articles about like, this youthful guy writing game reviews, look at this guy, it was like kind of a story or whatever. So we became friends, then he kinda said like, hey, I'm going to CES, do you wanna come with me? And I was like, yeah, I would love to go see video games. - [Danny] How old are you? - [Jeff] This is, I'm 16 at this point, he's 15. - [Danny] Wow, okay. It's in Vegas, right? - It's in Vegas also, yes. He's like, hey do you wanna come to Las Vegas. So I pitched it to my parents and just said like, hey, this thing's going on, I'd really like to go do it and they said yes, for whatever reason they said yes. And so me and Glenn set out to go, he had been to one before, he had been to CES I think the previous CES in Chicago might've been his first and so I went with him to that and just like I bought myself like a blazer and put it on and went to this trade show and went around and played video games and tried to play blackjack wearing a blazer because I looked like maybe I was of age. And that's where we met Ryan McDonald. We needed, honestly, I think we just needed more people to help pay for the hotel room or something like that and Ryan was doing something similar, he was writing about video games for a Healdsburg newspaper, which is about 40 miles north of Petaluma, where I'm now, which, for people who don't know, Petaluma is about 40 miles north of San Francisco, so, you know, Healdsburg's getting pretty far out there. And we met Ryan at the local mall, he seemed like an okay guy and we're like, yeah, you wanna come, let's go to Las Vegas. And so I kind of started just going to trade shows, we all met the guys from Game Informer pretty early on, Andy McNamara and Paul and some of the early other reviewers that were there at the time, Elizabeth Olsen and people like that, and we knew some people that were doing PR for video games at the time and stuff like that so we just kinda started meeting people and getting around. So that led to, Glenn ended up, so Glenn actually got me my first couple of jobs afterwards. We started going to the trade shows, we were doing a local public access show that was not about video games, it wasn't about much of anything really, and basically like barely getting by in high school 'cause we were just doing all this other stuff and not wanting to go to school very much. And so he ended up getting in at a magazine, they were starting up a magazine, they were originally gonna call it Blast, they were gonna call it Blast and it was gonna be like this lifestyle magazine funded by the, I guess the CEO of Creative Labs, so the Sound Blaster people were starting, basically funding a magazine. And so I spent a year commuting to Berkeley working for this magazine right after I got out of high school, so that woulda been like 1994. I was 19 commuting to Berkeley, working for a magazine, having no idea what I was doing, and we were covering Doom and we were covering, what are some fun things you could do with your Creative Labs branded sound card and stuff like that, that place lasted a little under a year before it folded. We made it about three issues, I think there was fourth that was almost done, and then I was out of there and had no idea what to do next. I was 19 and jaded and like burned by how that job went and angry at everything. - [Danny] Yeah, had you dropped out of high school, had you just sorta finished it and then left off or were you thinking about college or were you thinkin', oh shit, do I jump to another journalism gig, what was your head space then? - [Jeff] I finished high school. Between the public access show we were doing and this video game stuff that was still pretty nascent, you know, it wasn't really a job, it was very easy to look at that stuff and go like, man, I don't wanna go to school, like it's a waste of time. And so there was awhile there that like, I'll get my GED which is like so you can kinda test out of high school. And they tell you that it's equivalent to a high school diploma but then in some ways it's kind of not, I don't know, there was a weird. I had missed so much school and also we, so we were doing the public access show and I filmed a teacher, so a teacher at the high school I was going to, our chemistry teacher got fired and I believe the talk was, and I'm not sure, it was sexual harassment from the sounds of things, like to students. And so the first day that they introduced here's your new chemistry teacher I had the video camera that we used to tape the show so I filmed them introducing this new teacher and all this other stuff and like asked them questions like it was a press conference. And they answered, no one said, hey put that thing down. Like I was very clearly pointing a video camera at them. And then like the next day, that day, the day after, something like that, like the principal called me and said, hey, what are you gonna do with that video tape? And I said, well we're gonna put it on television. - [Danny] Oh my gosh. - [Jeff] And he was super not happy about that. - [Danny] I wonder why. - [Jeff] Yeah, and so at that point we realized we had something so we called the papers and said, hey we got this tape and they started investigating it and it became a story, it was something that they, I think they were trying to keep very quiet. Later on that teacher would show up at my doorstep looking for a copy of the tape because he was trying to sue the, I don't know, he was trying to get something out of the school district or something over what happened, this was years later after I was out of high school. So that was very strange. So after that between the amount of school we were missing, I had like a guidance counselor basically recommend that I should go on independent study. Which was basically, at the time it was primarily, it woulda been like pregnant teens and people that like were having trouble in school and that sorta stuff and they were like, oh, we're piloting a new program for kids who don't necessarily fit into the standard curriculum and they pitched it like that but basically it felt like they were just trying to get me and Glenn out of there. - [Danny] Right, journalist at heart it turns out. - [Jeff] I guess, I don't know. And so that led to me getting much higher grades and stuff because I was able to just kinda like crank through stuff really quickly. I graduated early because I just finished the work. I mean, I graduated like two weeks early, not hugely early. But it was great, it felt like I was getting one over on the school district because I was doing a full semester of science while like reading a book in my patents hot tub or, you know, just like stupid crap like that. I was getting like journalism credit for the stuff we were doing going to trade shows and like video production, they were just throwin' credits at me left and right and so yeah, I graduated early, it was great, I was able to take that and go back to the high school that I had stopped going to and go talk to like the one teacher that I liked, Mr. Moore, he was a math teacher, great guy, I think he taught some of the computer stuff also. And I remember telling him like, hey, I just graduated. And he just looked at me and said, god dammit, Gerstmann, you got 'em. He seemed like dismayed that I had managed to get one over on the system somehow but he couldn't help, but yeah, it was a, that felt pretty good. - [Danny] Through his life, Jeff's do-it-his-own way attitude has been both a source of great strength and the catalyst for much drama. He attended a local junior college for a semester, but it didn't stick, preferring to do extra-curricular work like attending trade-shows with his friend Ryan McDonald, hanging out with local bands, and as he put it, learning how to drink. Around this time Glenn, who had gotta him the job at the magazine years earlier, started working for a new website in San Francisco's Richmond district. Just a few blocks from the servers of archive.org on the cloudy avenues of Clement Street, lied an office where a staff of 20 was running the website GameSpot. They had hired Glenn to lead the charge on a new console-focused spin-off of the site that they were going to call VideoGameSpot. - [Jeff] Glenn hired Ryan McDonald not long after that to be like the strategy slash codes editor and then I started freelancing for him because they wanted 100 reviews by launch and they were lookin' to launch like three months, four months from that time. And so I started crankin' out reviews and the way I always heard it was that I was turning reviews around really quickly, really clean copy, and so Vince Broady kinda said like, hey, bring this guy and let's see. And they brought me in as like an editorial assistant which was more or less an intern type role and within two or three months, not even two or three months, within like a month, the launch editor, there was a guy, Joe Hutsko, who would come on, it was one of Vince's friends who had just come on I think to kinda see this console site through to launch and then I think he was gonna go on to do something else somewhere else and I was working late one night and Joe Hutsko walked by and saw me there and he was like, you're still here, what are you doin'? I was like, this work has to get done. And then like the next day I had an offer letter for a full time job at that point. - [Danny] GameSpot would go through several transformations and acquisitions over the coming years. But as the business side of online media was learning how to walk, emerging technologies were creating exciting new ways for people to talk about games. GameSpot led this charge with one of the first video game podcasts, The Hotspot, and a weekly live show, On The Spot. Suddenly these young game reporters were starting to become more than just bylines. For years readers, the folks writing reviews and new articles, were just names at the bottom of a page. But now, for the first time, they were people with voices and faces. People with unique perspectives, opinions and personalities. And Jeff, with his experience doing public access shows in Petaluma, was at the forefront of this new form of media. The idea of streaming video games on the internet now is so blase and normal but back then I think to a lot of people it felt like magical, like a television channel that's broadcasting about games. From your perspective on your guys's end, did it feel weird to be like doing a live show that people were watching while you were just talking about this relatively niche hobby? - [Jeff] It felt like a natural extension of the stuff we had been doing. And it felt like, I don't know, it felt fresh and cool and like the tech was weird and sometimes it didn't work the way you wanted it to but at the same time we were wearing makeup, we had built a studio, we had lights, we had a jib, it was Frank Adams lowering a camera into the shot and all this other stuff and so coming from like these lame public access shows I was doing when I was 16 and stuff, like I had a weird leg up on a lot of other people because I was already relatively comfortable being in front of a camera. - [Danny] GameSpot continued to evolve. It went from indie to being purchased by media house Ziff Davis who then eventually sold it to CNET. By this stage the editor in chief was Greg Kasavin, who you may now recognize as the creative director of Supergiant Games, a studio we're currently running an embedded series on. His two right hand men at the time were Ricardo Torres on previews and Jeff on reviews. But when Greg left to start his career in games production, the role was never properly filled. Instead Ricardo and Jeff sort of ran it together, with increased influence being exerted on them from the powers above. The original founders of GameSpot had come from a editorial background but they were gone and the site was now being managed by people were less seasoned, more traffic orientated, and didn't value the power of editorial independence as much as they should have. - [Jeff] You know, there was an understanding about like this is kinda how this stuff is supposed to work, it's not always supposed to be an easy relationship if everyone's kind of sticking to their guns and doing their jobs and stuff. I don't know that they always saw the value of that, I think that's something that they corrected quickly, it was just kind of, it was a blip, if you look at GameSpot as a 20 plus year institution there was that brief period of time there where it was like, man, this went a little sideways for a bit and I was just in the right place at the right time, wrong place wrong time, whatever it was. - [Danny] What happened to Jeff next has been told a thousand times with new pieces added as time has provided new context. I myself spent years trying to fill in the blanks on how it all went down. Talking to friends and colleagues of Jeff who were there that day. It was a Wednesday in November, 2007 and the office was busily preparing for the weekly live-show which aired on Thursday afternoon. Jeff had just another another brush-up with management, this time over a review of Kane and Lynch which had made the sales department uncomfortable as they had sold a large advertising campaign to the game's publisher Eidos. If you visited GameSpot that week, the entire homepage was taken over by messaging about the game alongside a six out of ten review from Jeff. Jeff had had some run ins with top brass before and felt like he'd come close to losing his job a few times but this wasn't one of those times. It seemed like it had been dealt with, and he was already working on his next review. Later that morning his supervisor called him into a meeting and then called HR. He was told he was being terminated immediately, and as California is an at-will employment state, Jeff had no recourse. He was told to clean out his desk and bizarrely he was allowed to walk the halls for the rest of the day. Saying goodbye to his friends and colleagues, who were cursing the names of those in charge. Jeff drove home that day, the same 40 mile commute between San Francisco and Petaluma he had done thousands of times before. But this time it would be different, it would be a number of years before he stepped foot in the building again. There was no live show that week, the Kane and Lynch review had been taken down and then reposted and slowly over the coming days rumors began to circulate about Jeff's termination. Popular webcomic Penny Arcade ran a strip outlining the pressure from Eidos. Staff from the website 1UP, who were located just a block north of GameSpot on San Francisco's 2nd Street, held a protest outside the lobby of the building in support of the remaining staff. In an age before social media it would be a full eight days before the staff would actually speak up. And it happened on the next episode of On The Spot. The show ran with a somber opening. Ryan McDonald flanked by Ricardo Torres and a wincing Alex Navarro explained the situation. The camera pans out to reveal a full set with previewer Brad shoemaker, new hire Kevin VanOrd, community manager Jody Robinson and reporter Brendan Sinclar among a dozen of other staff. - [Ryan] Obviously we wanted to start today's On the Spot off a little different than we had in the past. The recent events and what happened last week in regards to our longtime friend and colleague, Jeff Gerstmann, being dismissed. It's been really hard on us and the response obviously's been tremendously immense and it's been on both sides. It's nice to see that everybody speaks up and has been kinda pullin' for us. On the other hand it's been hard obviously seein' GameSpot sucks written 100,000 times on forums and stuff so obviously we wanted to address this and talk to you guys today. Jeff was a personal friend to pretty much everybody so it was really, really hard that it happened the way it did. But yeah, we really wanted to say that we love and miss Jeff and give him, honestly, the proper send off that he deserves so that's what today's show's all about. And obviously you can see this is hard for me personally. - [Danny] For Jeff things were equally as bizarre. Tech Blogs like ValleyWag were running stories about the state of the site which were clearly sourced from somebody inside of GameSpot. The LA Times ran a story about the firing. And Jeff's mother received a phone call from a newspaper in Norway looking for a quote. It was three a.m. when the phone rang. - [Jeff] You know, some of it was just like, some of the people I talked to were very like looking for more dirt, they were expecting me to get on the phone and be like, oh, well here's where the rest of the bodies are buried. But like, you know, I was shocked. I was not happy about the whole thing but at the same time I feel good about the work I did while I was there and there were so many great people there that kinda got caught in some of this crossfire a little bit. I wasn't like, oh well here's the other nasty things that happened, there wasn't any. There wasn't anything else. So some people were coming to me looking for like some bigger story that I just didn't have to give. And that was strange, it seemed like everyone wanted something from me for a little while and it was a very weird time. And so at that point it was like, 'cause you know, like I was not an editor in chief in title but you know, we were running an editorial team. And so there aren't a lot of jobs out there at that level. It wasn't like I could walk into IGN or 1UP or, you know, I don't even know who else was even out there at that point, it wasn't like I could walk into those places and say, yes, make me your editor in chief. Like, they already have people in those roles, it wasn't really a viable thing. So at that point I was like, well I kinda need to maybe start something new. The weekend after everything went down or it might've been, it was like the Friday after or maybe it was like a full week afterwards, a bunch of people that I used to work with came up here to my place and we just hung out, like kinda impromptu, just have a bunch of drinks, play some Rock Band, and that sorta thing, and Dave Snider came by, Ryan Davis invited Dave over. And Dave was working on his stuff, I think Boompa was still up, they had a car website, you know, they were running Comic Vine, they were building Political Base which was another kind of wiki focused site for political donations in the run up to that election there, this was November, 2007. And so they were starting a new company and looking to build, they were building websites. And I was like, oh, that's cool, awesome, and nothing really came of it for a little bit. So I went and did a show on Revision3, so I drove into San Francisco, did that show, and then on the way back from or as I was finishing up that show I got a call from Dave and he said, hey, you should come by the office in Sausalito and just come by. I was like, all right, cool. And so on my way back from there I stopped at the office in Sausalito and looked at Comic Vine, the other stuff they were doing, and we sat in a room and ate sandwiches and I more or less committed to them right there. It was kind of like an, oh, we'll think about it and they were very much like, hey, why don't you just take a month and get your head together, like take an actual break 'cause this is so crazy and then let us know what you wanna do. And so we kinda started building a website not too long after that. - [Danny] Over the coming weeks several of Jeff's friends would leave GameSpot. Some were burned out from games coverage, this latest spell just being the straw that broke the camel's back. But others were leaving to work with Jeff. Fellow Sonoma County local Ryan Davis was the first. The two of them set up a blog, and started to a run a podcast which they hurriedly titled, Arrow Pointing Down. - [Jeff] So, every single person at the company that we were, that I was now a part of were people that had worked at that old company. And so we did not wanna give the appearance of people getting poached out of there and like I don't know if there was an actual non compete with some of the people in the building or anything that would've prevented them from doing this stuff but all of it had to be kind of like quiet and so it couldn't be something as simple as like, hey we want to hire you over here. It had to be like, well, if you were, if you were no longer working and you needed a place to work we do have some opening. You know, it was very much that sort of thing. But I knew pretty immediately looking at it and going, okay, we wanna team of about this size and I knew that Alex would not be available, Alex Navarro, I knew that he was not looking to do this sort of work at that time. He was, you know, I think already thinking about Harmonix, he ended up doing public relations for Harmonix for a brief period of time. Like I pretty much had a whiteboard, I knew in my head that I, at that point it was like okay, this is me, it's Ryan, it's Brad, it's Vinny. Which is not how you're supposed to hire people. You know, some people are like, well what are the positions that we're looking to fill and all this other stuff and, but like knowing like what we looking to build and we needed to be a tight team, who were the people that are gonna be impactful in those roles, like okay, Brad has a lot of experience in previews, he is a person that I know, like he knows a ton of people around the game industry. Like, I've worked reviews and so on the review side of things we didn't talk to companies all that often. Brad had that in his role so he left, he left and he had other things that he was maybe thinking about doing, it wasn't like a, it was not a clandestine like, he left specifically to, it was like, okay, he's out and we're gonna figure this out. And then we needed someone to do do video and we had been working with Vinny for awhile and Vinny was fantastic and it was like, okay, Vinny's really funny, this seems like a good fit for him and so we kinda went about it that way. It felt like night and day a lot of ways, but very similar in others. We were able to sit down for the first time, for me the first time ever, like I never thought I would have the opportunity to build something like this, you know. I was always like very respectful or very envious of like Vince Broady as like the editorial lead of the founder of GameSpot and so I was like, man, he took a chance and built this thing and built it from the ground up and look at it, it's this huge, this monument, it's lasted so long. And I never thought I would have an opportunity like that in my career, it just never seemed like it was in the cards. And so being forced into it was exciting. Because it let me sit down and be like, okay, what do we actually want to do? What do we think is actually the best way to cover games with a small team in this day and age? And when we started in 96 on VideoGameSpot, like the videos had to be very low frame rate and very short because no one could download 'em and, you know, it was like we were doing minute long video clips of gameplay and that was revolutionary at the time. You know, you had to install the Real Video Player and all this, you know, all this other stuff. And here we were on the cusp of like, actually we can kind of, we can kinda livestream, you know, the services to do it easily weren't in place, you still had to host it yourself and that got very expensive and all that and YouTube wasn't really there in the way that they are now, YouTube existed but it was, I don't think you could put up videos that were longer than five or 10 minutes at the time and it just was not a viable place for that at the time. And so we had to kinda sit down and say, well with the technology we have available what can we do? And we wanted to be a podcast, the Hotspot was one of the most fun things I had doing in my entire time at GameSpot and we knew right out of the gate that we wanted to have a podcast be kind of one of the main things. And then from there it was like, okay, well, do we wanna write news? Not really, none of us are really news writers per say. And it was like, well, we need to able to capture video of games and put it on the internet. And we need to be able to talk alongside it or something like that, whether we're cutting it together or doing it on the fly. And so Mike Tatum, who was the head of biz dev for the company just went out to the Apple Store and came back with the biggest ass Mac Pro he could've gotten at the time and set it the room with me and Ryan and we looked at it and we were like, neither of us know how to use any of this shit. And we messed around with it long enough to figure out eventually we could capture some footage. We were like, okay, we figured out, first the game we captured footage of was Hot Shots Golf for the Playstation 3. And we were like, okay, we captured the footage, now what do we with it? And we hadn't answered that question yet 'cause there was no website to put it on or anything like that. So those early silly days of just like putting that stuff together. We didn't really know exactly what we wanted to do, it was just a matter, it was very freeing in way to be able to sit down and be like, okay, here are the things that we liked doing before, let's try to keep doing that. And then the rest is up in the air. For a long time there we weren't even necessarily sold on the idea of just covering video games. It was always meant to be bigger than that. We were gonna cover music, we were gonna cover movies, you know, all this other stuff. But at the end of the day old habits die hard, it was very easy for us to cover video games compared to like, calling music PR people out of the blue and being like, hey, we wanna interview this artist that's coming to town, can you set, you know, it was just, we stuck with what we knew and kinda just mainly covered video games and flavors of Gatorade. Really it was the original mandate for GameSpot was we wanna create a site that we ourselves would use. And I approached it that way and said like, well, what kind of game coverage do I actually care about? And a lot of the preview related stuff at the time was just not, it was a lot of like carved up little parts of a game. Like, we're gonna give you assets on these three new guns and this two new trees and it was like, here's the rims and tires of Grand Theft Auto: San Andreas. Outlets used to compete for the exclusive rights to run stuff like that. It was a very different time so we knew we were never gonna matter to publishers the same way the big sites did and that was fine, we wanted to kinda do our own thing and so that led to it being a little more guerrilla. You talked earlier about long footage of games being something of a novelty or a weird impossibility back then but for us it kinda just became a necessity because of the number of people we had and the lack of time we could devote to actual editing. It was like, just stuff kinda came in long out of the gate. And so we first launched as just a WordPress blog and we went to our first E3 in 08 with just a WordPress blog. We could run videos on it but it was pretty bare bones. It was mostly a placeholder, it was like, here's the name of the site, you can comment on these stories, and we were just kind of writing news and reviews and putting up videos here and there. And it was all pretty straightforward stuff, it was like that and the podcast. And then we rolled out the full site not long after that E3, it was like July of that year I think and then that was like, okay, now here's this full wiki, here's all this other stuff. Better user features, full message boards, all this other stuff. And so we went at it that way for awhile and then the premium membership stuff came later. - [Danny] It wasn't just old staff who were leaving GameSpot for Jeff's new project, users were flocking too. Once the full site was launched tens of thousands of profiles were created, a large portion of which were disenfranchised GameSpot fans who wanted to support Jeff and the staff who had left. I was one of them and I remember that time well. The passion and excitement of those days was one of the most powerful moments I've had as part of an online community. And the folks at Whiskey Media used this passion to help fund the site. Giant Bomb had taken the ad-free subscription model that GameSpot had pioneered, and added much more. For $5 a month you not only supported some of your favorite creators, but got access to bonus videos and features. New users signed up in their droves. - [Jeff] The launch of the site proper exceeded our expectations in a way that like wiki submissions were taking a week or more to approve because so many people were signing up and contributing and all this other stuff, it was just, we were staying up all night working on just the community stuff, moderation stuff. And then the premium membership stuff did well out of the gate. We went back and forth on a few ideas about what are we offering here and all that sort of stuff but yeah, it did really well that first day. Advertising was never really a thing for us, we had one in house ad person eventually for a brief period of time but like, you know, advertising's all about eyeballs and we were never gonna be the biggest website in the world, it was we were about, okay, well we want people who really care about this stuff and so, you know, in advertising you're trying to make a case for just like, oh no, this is a smaller audience but they're smarter and they spend more money and you know, at some point you have to go out and educate brands and say like, here's why you wanna advertise here instead of there or spend your money with us because our people are smarter or this and that and at the end of the day advertisers just want eyeballs so like you can go in and pitch that story all you want, it's just not how the advertising model typically works. So we had a few things where like, you know, we had some sponsored achievements on the site and there was a livestream, I was actually against it, but they did a livestream for, NTSF:SUV:SD, I think was the ordering of that, an Adult Swim show. Actually, I thought it was pretty funny. They did a livestream like live watch along with it. And so we were doing a few things like that that were innovative at the time I guess and so you would have people who understood like, hey, the internet is changing, it's not necessarily about just raw eyeballs. We wanna find people who are more engaged with a thing and you know, this was kinda like the nascent form of like the influencer type stuff about like figuring out who are these people we can get that have sway with their audiences and so on and so forth. But, us being an editorial operation, we could never really go fully into that world. So the stuff that I would be comfortable doing in those spaces kinda, we ended up shooting down a lot of stuff, probably more stuff than we signed because it was like, no, I don't think we can do that. So the advertising stuff was never really gonna be for us and for those reasons, it's just, you know, the advertising market just wasn't really compatible with our size and our scope but also kind of our mentality and where we were at with stuff so we wanted to try and find something different. And again, that was another Dave Snider, Dave was kind of the main first proponent about like, no, people will pay for good stuff on the internet, I know it. And I think I was a little more like, I don't know, man, people like to pirate stuff. But he's like, no, this will, he won me over pretty fast and we went through with it, we went on with it. - [Danny] Giant Bomb has been running for a decade and in that time the site has evolved to keep up with the changing desires of its audience. But there are a few shows that have lasted the test of time. Their weekly podcast The Giant Bombcast has had over 570 episodes and is one of the most popular video game podcasts in the world. And their Quick Looks series predated the creation of Let's Plays, still exists today. I asked Jeff to tell me about some of his favorites are. He notes their live E3 internet show, and eventually making the podcast profitable as some of his proudest achievements. As shows have come and gone, so too have staff. Just like GameSpot created a platform for Jeff to make a name for himself. Giant Bomb has become an incubator of talent all to itself. As the sort of captain of the ship as well, what does it feel like to be responsible for kind of what Giant Bomb has become in terms of its, as an incubator for talent, right. You've had people come through the doors and leave out the other side to go on to wonderful careers as well. Do you take a pride in that, especially considering, you know, how you seem to have a reverence for the people who gave you opportunities in your early career. - [Jeff] It's cool, I don't always think about it. Like, I don't know, like I look at it and go like, did I do anything for anyone, I don't know, I'm just here, I don't know, I just do my thing. And I don't know that I always, I used to take it really personally back in the GameSpot days when anyone would leave. I would always think like, man, why would you, why would you go do something else, we're doing great, we're doing all this other stuff, and now I look at it in retrospect and go like, maybe it was people like me in the senior roles for as long as we were that led to people below us wanting to get out for more opportunities, and go like, man, yeah, okay. But yeah, I used to take it really personally 'cause I just, you know, it was great to just, there were times where, you know, man, this is the best team I've ever worked with, this is great. Oh, three people are leaving over the course of six months, what's goin on? And the people that left in the run up to me leaving, at the time I was really bummed out, in retrospect I was like, oh, yeah okay, I get it. And things change and people change and they want something else out of their careers and they wanna take on new challenges and all that sorta stuff and I think that's great. At the same time, like I miss the people that have moved on. Like, there was a time there that there were, we were starting to have conversations, it's like, no, we need to move Danny O'Dwyer over to Giant Bomb, like we have, this should happen. And then he went out and found fame and fortune on his own without us and I was like, well, shit. Let that one slip away, I guess. - [Danny] There will always be a part of me in my professional sort of hindsight that will, I remember when you mentioned that to me at a certain point, I can't remember, was it when I had already handed in my notice or I think it was probably a little bit before maybe, where like, that is like the ultimate dream come true. But now I have a new dream come true which is that I get to just pop into the office and review European sports games twice a year or whatever. - [Jeff] Right, yeah, I mean, I have a code for FIFA that I don't know what to do with so. Might be callin' you for that one. So, it's stuff like that, like it's great seeing people out there doing their thing, and the thing I've tried to be better at this time around that I was terrible at back in the GameSpot days is try to keep in touch with people on a regular basis. Like it can be so easy just to put your head down and be like, I'm surrounded by these people, these are the people I see everyday, these are the only people I talk to because I don't have time for anything else. Discord has actually been really useful at that, honestly. Like hey, let's keep in touch with friends and try to maintain these friendships and stuff like that. So yeah, it's great being in regular contact with people like Patrick and Austin Walker and stuff like that. - [Danny] Giant Bomb lived under the Whiskey Media banner for four years, but the media startup was struggling to grow at a rate required by the landscape of the bay area investors and so the decision was made to fold the company to sell of its assets to suitable suitors. What happened next seemed impossible to anybody watching from the stands. - [Jeff] The process of us selling the company was strange, for a lot of the reasons you would expect. But you know, I think the thing that happened, every start up that sells or fails or anything always like to say, aw, we were just too early. We had the best ideas, too early. But you know, in some cases if we were a year later or something like that and YouTube had been more viable for longer form videos, like who knows what woulda happened. You know, we made the best choices we could along the way but at the end of the day, you know, they had launched a lot of other sites and wanted it to be this big network and when that kinda, I think that wasn't happening at the rate that they needed it to happen so it became a case of just like, okay, maybe it's time to move on and move onto a different business and do a different thing and so we were at that point lucky enough to be something that was sellable, you know. Like you think about the number of start ups now, especially the number of content companies that launched and just went under. And with Giant Bomb with the premium memberships and that sort of stuff we were in a pretty good position there to where we were doing something that people I think were just starting to get a sense of just like, hey, maybe this direct to consumer like subscription type stuff is something we should care about. And so it was something that people were starting to wake up to and be like hey, maybe we want some kind of back pocket plan in case this advertising thing doesn't always work the way it works now. So Mike Tatum, the head of biz dev for Whiskey, asked me one day, he said, hey, would you be open to maybe selling the company to CBS? And I just laughed. And I was like yes, of course, absolutely, go have those conversations, that's the craziest thing anyone's ever said to me, absolutely, yeah, of course. That's the thing, it was a very different time, a very different company, all that other stuff. Like the stuff that happened to me was this blip on this timeline of this multi decade operation that has had good people at the helm of it for almost all of its time, you know. And most of the people that were there when I was there last time and involved in some of that unpleasantness were long gone. So at this point it was like, hey, do you wanna go talk to John Davison about, you know, maybe comin' over there, and Simon Whitcombe. Yeah, they've been around this space for years, it's totally different people, like yeah, of course. And there were other people that were interested, the company that ended up buying tested was like lightly interested but not in a way that sounded all that exciting to me. And so yeah, I had lunch with John and Simon and in, this would've been, it was around the holidays, I don't remember the exact year anymore, it all runs together, man. But it was the holidays, it was like right after Christmas, we went into Christmas break knowing that it was likely that the company was gonna be sold early the following year. And that the GameSpot team was interested, was kind of like what I went into the holidays knowing. And so I met with them and we just kinda talked it out and, you know, like they had a good head on their shoulders and we were, you know, fairly attractive I guess in the sense that we had our own revenue, it wasn't like we were coming in and like, okay, you gotta bolt us to a sales team, you gotta bolt us to this 'cause otherwise we're gonna be losing money overnight. We were coming in doing pretty well in the grand scheme of things. So yeah, I wasn't in all the negations and meetings and all the back and forth for that sorta stuff but, yeah, it was an exciting weird time because we knew it was happening but we couldn't say it was happening. And rumors started getting out there a little bit, it was a very strange time, you know. It was so hectic. My dad went into the hospital as we were packing up the office to get everything out, and we were entering this quiet period where we wouldn't even have an office and we couldn't even say why, which was so unlike everything we had done with our community and all this other stuff. It was like, here's the thing where we are forced to not talk about this deal or act like anything is weird but we also are not in an office, it's hard to generate content when you're not in the studio. And there was just so much going on around that time, it was really, it was bizarre. I came out of it feeling like we did pretty good. For someone who came into that situation with little more than his good name I feel like I came out of it better. Personally better, better at my job, better at more types of things, better at running a, a little bit more respect for what it takes to run a business but also knowing when to sacrifice the business needs for editorial interest, you know, that sorta stuff. I was able to grasp more pieces of the puzzle, I guess. And so yeah, we came back in and it was fun because I had set up Giancarlo Varanini, I set him up real good where I saw him at an event the week before the deal was getting announced and I think my exact words were, hey I'll see you next week. And we left this Microsoft event or whatever we were at and. - [Danny] Did he know, did he twig it or? - [Jeff] He didn't know at the time but he pieced it together and then he was like, oh my god, you were saying what you were saying, yeah. 'Cause, you know, we still talk to a lot of those people that were over there. - [Danny] So strange, I think I told you, we were in the bizarre situation where the UK, I was at GameSpot UK and the UK sales team had leaked the deal to us, I think maybe six weeks before it was announced. - Wow. - We all knew and we couldn't tell the American office about it. - [Jeff] That's GameSpot UK for you, man. One year they tried to give FIFA an 11. - [Danny]Did they actually? - [Jeff] Actually, yes. They turned in a FIFA review that was trying to give it an 11 out of 10. And we had to be like, no, you absolutely cannot under any circumstances do that. - [Danny] For most of Jeff's life his career and hobby have been impossible tangled. And so for much of his life his identity has been too. For years his Xbox Gamertag was GameSpotting. He only changed it when he set up his new site, to GiantBombing. But since selling to CBS he's tried to create more distance between these two worlds. Jeff isn't the most social person you'll work with. He commutes to and from Petaluma every day, a 40 mile drive during bay area rush hour. Perhaps it's why he doesn't socialize much after work. Or maybe it's a convenient excuse to not have to. At his desk, he sits with headphones on, usually working on something. When he talks to you he speaks openly and honestly. When he doesn't want to talk, he doesn't. He's always struck me as a person who's gears are always turning, thinking about the work. Half enjoying it, half burdened by the weight of it all. He's tried to get better at delegating responsibility but in many ways Giant Bomb is his child and he feels like he needs to be in the room when decisions about it are being made. - [Jeff] For me that's the struggle. Like my personal struggle is like the time management aspect of it and like keeping everything going. Because before I had other things going on in my life you could throw as much waking time as you could at a thing and also we owned the company. It was a sick cycle where in the back of your head you could always say like, well I need to work until three a.m. because this could be the video that puts us over the edge and turns this thing into an even bigger thing. And so it was very easy to justify to yourself incredibly unhealthy work habits that didn't make the site better, that didn't lead to necessarily more content or anything like that, it was just it was very easy to spend every waking moment thinking about it. And now I don't and at first that made me feel guilty, yeah, that's the weird struggle of just like, it's all just kind of a weird head trip. And the worrying goes from like, am I spending enough time with my family, am I spending enough time with my job, this seems like stuff that everyone else figured out a long time ago but I'm coming to it over the last few years and going like, man, this is an interesting new challenge. But it's been great, I wouldn't, if it wasn't for my wife I don't think I would, I'm not even sure if I would still be doing this, honestly. I probably would've completely burned out or something by now without her to kinda have my back and all that sorta stuff. Yeah, she's been great. She's the best thing that ever happened to me, totally. - [Danny] Trying to create a distance between life and work you're passionate about can often be a struggle. But it was impossible for the staff of Giant Bomb to do so in the summer of 2013. This July will mark the 6th year since the tragic passing of their friend and colleague Ryan Davis and in recent months it's been on Jeff's mind a lot more. Last year the site launched a 24 hour livestream that plays videos from throughout the 10 year archive of Giant Bomb and users often vote for videos that Ryan is featured in. So Jeff is confronted with the memory of their friendship a lot more these days. - [Jeff] You know, going back to those videos and stuff, the relationship that Ryan and I had was very complicated and changed a lot over the years because, you know, we were close friends, we were in a band, we were inseparable, I got him hired, we became coworkers, I became his boss. And so the relationship changed along the way too. So yeah, I don't know, when I think about Ryan I think about the days before were working together, primarily. Those are my Ryan memories, usually. The videos, the stuff we did along the way, yeah, we did some really cool shit and I like a lot of it just fine, but me personally, I think about the stuff prior to, when Ryan was answering phones for AT and T internet at three in the morning when people couldn't get into their email, that's the Ryan I think of. The Ryan that was living with three other guys in this tiny ass place and we'd just go hang out and he wasn't 21 yet so I was indispensable. Like that sort of stuff, that's the stuff I think about when I think about Ryan. - [Danny] When I asked Jeff about the future of Giant Bomb he's excited, but cautious. Years of working on the internet has taught him to be careful about over-promising before stuff is built. Perhaps his experiences have also taught him not to plan too far ahead. As the site enters its 11th year its been changing its programming to try and bring in new viewers. Giant Bomb has been successful, it pays its own way at CBS, but it's still a website owned by a large media organization, so often the future is planned quarter by quarter, year by year. Perhaps the most surprising thing in coming to know Jeff, is how excited he still is about games. His Twitter profile reads "I've been writing about "video games my entire life. "It would be insane to stop now." So you wouldn't blame him for being burned out on video games after 30 plus years of talking about them. But if nothing else, the thing that strikes me about Jeff Gerstmann is that these days when you can be so cynical about video games he's still a true believer in the power of the medium, whether it be players of Pac-Man or Fortnite. - [Jeff] I think games are only gonna continue to get more popular. If you look at what we're seeing with something like Fortnite right now. Like, it's having a moment that, that Minecraft had before it. It's huge, it's bigger than a Five Nights at Freddy's, it's crazy. But like I'm just trying to think about like, you know, games that have penetrated the mainstream in a huge way. What we're seeing with Fortnite right now feels almost unprecedented. It's Pac-Man esque. You know, like Minecraft was huge, but not in a, like kids loved Minecraft, kids love Roblox, but Fortnite is cut such a wide swathe across society to where it's like all these popular mainstream sports figures are now doing Fortnite dances in actual sports and it's never been like that before. So in some ways like, gaming has kind of never been cooler or less cool depending on your perspective. Because it's literally everywhere. You know, everyone is carrying around a device in their pocket that is capable of feats that like it would've been insane, no console 10 years ago could've done anything like this. Granted, the controls are still bad. The technology is pushed so far forward and it's so pervasive and in so many different places and in so many different styles. You look at like Pokemon Go and the idea of location based gaming, you know, people getting out there and moving around to catch Pokemon, like all that stuff is amazing and it's crazy. But like where we're going on that front, I think if the technology bears out and data caps don't kill the dream and all this other stuff, we're gonna reach a point where anyone can play top level video games on the device they carry around with them every single day. And in some cases they are, I mean, Fortnite's on phones for whatever that's worth. So I think that this isn't gonna go away, this is gaming's kind of big push into the mainstream kind of once and for all. And I think that games coverage, that's a more complicated thing. If you look at YouTube right now with demonetizing videos and everyone trying to stream and everyone trying to have a side hustle streaming or something like that. Kids growing up like commentating games as they're playing 'em because they just watch people on YouTube and they think that's how you're supposed to play games. That's it, that's where we're going, or that's where we are already. And so I think over the next five years it'll be tumultuous because I think you'll see the bottom drop out of ads in a way that makes the Twitch streaming and YouTube and like the kinda hobbyist turned pro streamer, I think that that's gonna have to even out. I think it's only gonna get harder and I think that will keep a lot of people out eventually, or it'll lead to a growth in just the hobbyist streaming and people will have different expectations. They'll just be like, I'm streaming 'cause I like it, I'm not gonna sit here and think I'm gonna make a bunch of money. The same way I made public access when I was 16, it's like, oh, we're on television. Like I'm not making any money off of it the way real people on TV do but I just wanna do it 'cause it's fun. - [Danny] Thank you so much for listening to this episode of the Noclip Podcast. Sorry it took so long to get this one out, it was quite a long story and it's also kind of an impossible story to tell in its entirety so I had to pick my battles and figure out a narrative that kind of worked. I hope you enjoyed it and I hope it was nice piece to celebrate a website that means a lot to me and I'm sure a lot to you as well. Now for the housekeeping, if you wanna follow us on Twitter we are @Noclipvideo, I am @dannyodwyer, we have r/noclip if you're interested in getting on board and talking on Reddit and of course if you're a Patron keep up to date on all the Patreon posts. Podcasts are available on iTunes, Spotify, Stitcher, Google Play, and loads of other places anywhere podcasts are sold basically. We also have a YouTube channel where you can watch the podcast. That's Youtube.com/Noclippodcast. If you didn't know, we also make documentaries about video games, those are available for free with no advertising at Youtube.com/noclipvideo. Patrons get this show early for 5$ a month, if you're interested in supporting our work please head over to Patreon.com/noclip. And that's the podcast for another episode. We are actually at the Game Developers Conference in San Francisco right now recording bunches of interviews which will be going up on the channel in the next couple of weeks. But we'll be back with another podcast in the not too distant future so make sure you hit that subscribe. We've never actually asked people to rate it, so if you're listening now and you're still listening at the end of this podcast, hey, why not rate us? Thank you so much for listening, we'll see you next time.
Jeff & Will talk about their upcoming trip to the 2019 LA Times Festival of Books. They also discuss two series they’ve been watching: Comedy Central’s The Other Two and Freeform’s Pretty Little Liars: The Perfectionists. Books reviewed this week include Kim Fielding’s The Spy’s Love Song, Ari McKay’s Take Two and Erin McLellan’s Clean Break. Jeff interviews Erin McLellan about Clean Break, the second book in her Farm College series, and about why it’s important for her to tell stories based in her home state of Oklahoma. They also talk about her Love Life series, what got her started writing, her author influences and the TV she likes to binge watch. Complete shownotes for episode 182 are at BigGayFictionPodcast.com. -------- Here’s the text of Jeff’s book reviews: The Spy’s Love Song by Kim FieldingRock star and secret agent on a mission to a foreign country to topple a dictator all wrapped up in a Dreamspun Desires package. That combination pushed all of my romantic suspense buttons and I had no choice but to pick up this book. And I loved it every bit as much as I thought I would. I was in tropey goodness heaven with the rock star thing, a bodyguard vibe plus lovers on the run and some occasional forced proximity. Jaxon Powers is a jaded rock star who’s at the end of a long tour. After waking up in a hotel room barely remembering what happened the night before, he might also be ready for a change in lifestyle. He gets a lot more than he bargained for when his manager brings him to a meeting with the State Department. It seems the dictator that runs the small country of Vasnytsia is a fan and wants Jaxon to perform a private concert as well as a large outdoor one for a worker’s festival. The U.S. wants Jaxon to do this because it’s a chance to improve US relations with the Russia-supported dictator. The only person going with Jaxon on the trip is secret agent Reid Stanfill. Besides keeping Jaxon safe, Reid’s got an agenda that has global ramifications. I fell in love with this book right from the beginning. Kim plays with expectations from the beginning. While Jaxon appears to be the spoiled rock star we quickly find that’s not what he wants to be. He’s a small town boy, doing what he loves to do but he wants more substance to the way he’s living. The trip to Vasnytsia does exactly that as his world view gets a complete makeover. Not only does Jaxon end up traveling without the entourage he’s used to, as Reid’s mission goes sideways the two end up on the run. Reid’s mission is to try to destabilize the country and force elections and that makes him an enemy of the state. Despite his fear, Jaxon won’t leave Reid to fend for himself. Jaxon knows his celebrity can protect both of them and he sticks by Reid even as Reid tries to force the star to safety. Through all of the crazy events that could result in either of them dying, Jaxon and Reid manage to start a romance. Reid tries to keep it from beginning since they’re in a country where homosexuality is illegal but they give in to their passions. That’s just the beginning as they share stories about their pasts, which only endears them more to each other. The mix between the romance and suspense is perfect, giving our guys time to fall in love even while things around them go crazy. I liked that Kim avoided the usual Dreamspun scenario of having alternating points of view. Everything in the story is Jaxon, which works perfectly so we don’t know Reid’s mission or anything else too early. It makes for a very snappy read going on the roller coaster that Jaxon experiences. Kim brings Vasnytsia to life through its people. It starts with the guides taking Jaxon around the country, giving him peek behind the propaganda. As he meets fans who must covertly speak to him as it wouldn’t be proper for anyone to talk with the American he begins to understand why Reid’s mission is so important. Ultimately it’s these people who shelter Reid and Jaxon and help complete his mission–with a particularly awesome assist from Jaxon. Drew Bacca does a great job on the audiobook, including having to sing a couple of Jaxon’s songs. This is the first book in the “Stars From Peril” series that Kim has in the Dreamspun line. The second book, Redesigning Landry Bishop, comes out in May and I’m already looking forward to it. -------- Clean Break by Erin McLellanI almost didn’t pick this book up because I couldn’t imagine reading a book that included the characters taking care of Madagascar hissing cockroaches. I’m not a fan of bugs and the trigger warning page discusses more about the bugs than anything else. However, I’m glad I listened to the re-assurances I wouldn’t be creeped out because this is a terrific book–and the bugs really are a non-thing. This book, the second in Erin’s “Farm College” series, throws together Connor Blume and Travis Bedford–two guys who very much don’t like each other in the aftermath of an awkward, failed hookup. As their final college term begins, Connor and Travis are taking Entomology 101 and because the professor likes students to sit alphabetically, they’re next to each other and end up becoming class partners. Their dislike for each other radiates from them during that first class. Connor’s OCD and anxiety flare up just being near the guy, who he’s still wildly attracted to and wants to have a real discussion with. Travis has the attraction too but carries the anger from their previous hookup. It only gets worse as they get the assignment that they’ll be caring for Madagascar hissing cockroaches for the semester or that they’ll have to answer discussion questions together. It doesn’t take long for the sparks of dislike to turn into sparks of desire and they end up spending time after class in a storage closet making out. Neither of them is particularly happy that they’re giving in to their desires, which makes the scenes cuter and hotter. Travis wants the fussy farmer and Connor very much wants the stand-offish English major. Even as their make out sessions start to cool their hatred, they realize they’re constrained by time. At graduation, Connor is set to take over management of his parent’s farm, even though he doesn’t necessarily want that. Meanwhile, Travis can’t wait to get out of the small town for his legal aid internship and then on to law school. The guys have their futures mapped out and there’s no space for the other. That doesn’t stop them from getting emotionally entangled. Erin does a terrific job of bringing these two together. As they move their hookups to the bedroom, Travis discovers he likes Connor’s controlling side and gives himself over to it. Connor though never takes advantage, making sure that he’s always got Travis’s consent and that Travis enjoys himself. That continues as Travis reveals he’d like to be spanked. Both guys discover this is exactly what they need. Beyond the sex though, their efforts to not get too attached aren’t helped by their post-sex talks. Travis usually wants Connor to tell him a story and it’s here that he opens up bit by bit about his anxiety, his OCD and his pre-determined future. There’s so much going on for him, as a reader I wanted to wrap him in a hug and do whatever I could to ease the load he carried. Travis talks a lot too and over time we learn what makes him so driven–it turns out he lost one of his dreams due to an accident and he doesn’t want to let anything or anyone cost him this one. Just a she was great at bringing them together, Erin tears the guys apart just as expertly. It’s a tough go as Connor and Travis force themselves apart as graduation nears. Erin does a number on the characters as they emotionally hurt themselves and each other as they keep to their plans. Both guys want to talk to the other so badly and yet they’ve promised not too. For Connor, this is particularly bad for his OCD. Of course, this is a romance, so all must end happy. Thankfully how Erin gets the guys back together his as satisfying as everything she did earlier in the book. There is a way for them to be together–it just takes time for them to get there. -------- Interview Transcript - Erin McLellan Jeff: Welcome, Erin, to the podcast. Erin: Hi. Thanks for having me. Jeff: Very excited to have you here. You’re a new-to-me author and I just finished reading “Clean Break,” which I have to tell you, I adored so much. I’m reviewing it right before we get into the interview segment I’ll have reviewed it to kinda tell everybody about it. Erin: Yay, thank you. Jeff: It is the second book in your “Farm College” Series. So before we dive into “Clean Break,” tell us more about what the “Farm College” Series is about. Erin: Okay. So it’s just two books so far like you said and they are set in a fictional college in Western Oklahoma. And I would say kind of the overarching themes are… Since they’re college stories, they’re new adult that’s kind of coming of age and self-discovery, finding your authentic self, finding a home is kind of a big one. I think that’s kind of important at that age. You’ve moved out of your parent’s house or wherever you grew up for a lot of people and kinda figuring out what is home, what is family, that kind of thing. So those types of themes are kind of follow both books. They’re both kind of angsty to be honest though “Controlled Burn,” more so than “Clean Break” actually. Jeff: Oh, my goodness. Erin: So be prepared. But, yeah, and I think in terms of… The setting is really important to me at least as the author and those books is important to me. I’m from Oklahoma. I live in Alaska now, but I’m from Oklahoma. And it’s important to me to write stories that are set in Oklahoma that have, you know, LGBTQIA+ characters in Oklahoma. And I know as somebody that reads a lot of romance, I don’t see that very often. I don’t see romance set there or it might be… I have seen it where it’s, you know, characters that are like, escaping Oklahoma which certainly is the case for a lot of people, but it’s also the case that people live and love, and make their lives there. And I kinda wanna show that. Jeff: Does a farm college like this exist in Oklahoma? Is it based on a real place? Erin: No. Kind of I guess. A lot of the kind of small details mirror Oklahoma State which was my alma mater for undergrad, but Oklahoma State is so much bigger than the college that I created. So Farm College is kind of a smaller college in Western Oklahoma that I’ve created, but in terms of being, you know, having a strong agriculture program, but also kind of having this liberal arts situation that’s going on and a pretty vibrant LGBTQIA community, I’ve kind of made most of that up. So… Jeff: And I agree that we don’t see, I mean, besides books set in Oklahoma, really the more rural settings kinda, it’s always escaping from those places. And I like that you kind of built a place as if this is what you’d like to see even if it doesn’t quite exist there now. Erin: Right. And I think it’s kind of funny when I started writing “Controlled Burn.” It was pre-2016, right? And I kind of had this, you know, I kind of had this idea that it’s getting better, right? It’s looking up for lots of communities and I’m not sure if that’s necessarily the case anymore. I hope it will be and I hope it is eventually. But, you know, there’s good and bad, I think, about places like Oklahoma and Kansas, and Texas. And, you know, Oklahoma is really special to me. It’s really important to me. Kansas is the same, but there’s also problems and, you know, I wanna kinda write those stories. And I also, thinking about Oklahoma or Texas probably more so, a lot of the romances that I’ve read that are set there are like, ranch, you know, the cowboys, the farmers which there is kind of a farmer in “Clean Break.” But there’s a lot of people that live in Oklahoma and in Texas, in Kansas that aren’t cowboys. So I wanted to tell that story too. Jeff: Right. And you really hinted that a little bit with some of the dialogue between Travis and Connor in “Clean Break” too as they kind of talk about the difference between cowboy and more the farmer type that Connor and his family are. Erin: Right. Jeff: And so, as we kinda move this direction, tell us what “Clean break” is about and kind of who Travis and Connor are. Erin: Right. So “Clean Break” is about Travis and Connor. Travis is…he’s the best friend in “Controlled Burn.” So if you read “Controlled Burn,” you see quite a bit of him. He’s an English major. He’s from Houston, Texas, very ambitious. He’s got these kind of life plans and nothing’s gonna slow him down, right? He wants to go to law school. He’s got an internship after for the summer. He’s planning to move to Saint Louis eventually to work at this legal aid charity. He has this very, you know, set goals and he’s also kind of a unique, quirky, funny character to me. And then you have Connor who comes in and I don’t know if I would say at the beginning of the book, it’s more like pre-book before the book happens, they have a little bit of a failed hookup in a lot of ways. Some misunderstandings and so, they don’t like each other very much. And then in the first chapter, they get paired together as class partners in a class. And Connor is a farm boy. He’s kind of a townie, right? He’s from Elkville which is the city that’s it’s set in. He’s expected to take over the family farm and so, he’s got this, you know, he kind of his future plans are set, right? He doesn’t have a say over them and he’s… I have a big soft spot in my heart for him. He’s got anxiety, he has OCD. I really wanted to kind of write against the archetype of the like, lackadaisical cowboy or even like, the kind of the hard cowboy or, you know, that kind of archetype that I had in my head. I wanted to write a sensitive farm boy who’s in therapy and, you know, it doesn’t really match some of the people or the characters that I have seen written that way. And kind of the main issue between them, first is that they don’t like each other, but they’re attracted to each other, right? But the kind of the main two things that I wanted to do with the book is I wanted to write a complex authentic characters that are really well-rounded and hopefully, I accomplish that. And then the other thing that I really wanted to do was kind of write to people that are heading towards their future which is graduation and then, you know, the future beyond. And then their futures don’t mesh. There’s not really a way to come together at the end of graduation. They’re moving in different directions and I think that’s a really universal thing for people in college that are dating and dating seriously… do you compromise your future for somebody else? Do you change it? How do you make it work? So those are kind of the two things that I really wanted to hit on and of course, there’s, you know, there’s some kink that happens in the book and kind of self-discovery with that especially on Connors’ part. So there’s a lot going on, but those two things. The characterization and the conflict there with their futures not meshing are the two things I really wanted to hit. Jeff: And I think you did them both, I mean, really well. This book has so much going on in it and yet it never…the story also never gets way down either with the weight of everything that’s kind of moving around here. Erin: Thank you. Jeff: And really, you started them off as enemies who sort of move to friends to sort of get to lovers. Erin: Right. Jeff: Just that progression was so fun to watch unfold as they both pick at each other and then also help each other grow at the same time. It’s like, they lift each other up and kinda tear each other down at the same time. Erin: Right. And I hope that that is realistic. I think people… Because in a lot of ways they are kind of mean to each other at certain points and people can be mean to each other in real life. Especially, they’re not very old, you know, they’re 21, 22. So they kinda make stupid mistakes sometimes and say things that can be hurtful and then have to figure out how to make it better. Jeff: And I think with Connor too, you talked about writing against the archetypes and just having kinda the anxiety plus the OCD. And being, you know, a young gay man in that setting really just sets up so much for him in that situation. Erin: Right. Yeah. He has a lot going on. He’s bi actually and… Jeff: Right. I’m sorry. You’re right. Yes. Erin: And so, kind of a lot. I mean, it’s just a lot and I think it’s a lot for him to kind of deal with all at the same time. Jeff: What was your research on the mental health side of it to kind of figure out what traits to weave into his personality? Erin: So I did a lot of research and I had some readers too that read it for me. One of the main things that I really looked at was kind of the myths especially with OCD, kind of the myths surrounding OCD. I think a lot of people think it’s just, you know, a cleanliness thing or even an organizational thing where they, you know, people with OCD have an impulse to organize or clean. And that’s not really how it presents for a lot of people. A lot people have intrusive thoughts which he has or, you know, they have checking where he checks the expiration dates on food and he can’t kind of stop doing that even though he knows he shouldn’t be doing it, and it’s not healthy for him to do. And so, I did a lot of research about the myths and the different ways that it presents for people and kind of the hardships that it causes them. And I also really wanted to make sure that I kind of made it clear. It’s something that he’ll always deal with, right? It’s not going away and so, it’s really… I did a lot of research on how to manage it, how, you know, how to kind of continue life dealing with a mental health problem like that. Jeff: Yeah. I just… So often I wanted to just give him a hug when he was starting to lapse into it. It’s like, “Oh, I’m so sorry this is happening.” What you did through the black moments and I don’t wanna give spoilers for folks who, you know, need to read the book. But what you did to the black moments for both Connor and Travis as they dealt with their emotions and for Connor how those emotions kinda manifest themselves in his OCD was really just, I really liked seeing two young adults kinda come to grapple with all of that. Erin: Yeah. And I think it’s pretty normal when you’re more stressed, right? Or when there’s more and more stress for, you know, the OCD to kind of build on itself. The same with anxiety like, whenever I am really stressed about my anxiety, it’s gonna be worse about small things, you know, you can kind of blow them out of proportion. I know I do that and so, I was kind of trying to show that how it’s like as things got more stressful for him with graduation moving and with kind of this relationship with Travis, that’s not going away he wants it to go. It does kind of snowball for him and it kinda snowballs for Travis too just in different ways because he doesn’t, you know, he doesn’t have anxiety or OCD of course, but, you know, he struggles just kind of the same way. Jeff: Yeah. When you were talking about with this books about you left out one of its major points. Erin: The bugs? Jeff: That is the inclusion of the the hissing cockroaches. Where did that idea even come from? Erin: So I knew I wanted to put them in a class together and I wanted them to be class partners. But Travis is an English major and Connor is agriculture sciences, agribusiness major. And so, I knew it had to be like a gen ed class for at least one of them. And so, I really started thinking about the gen ed class that I had taken as an English major whenever I was an undergrad trying to figure out what class would make sense. And then I realized that I actually had taken an ag class that was Entomology 101. And I loved it, I, you know, I held like, tarantulas and I held millipedes. And I could see myself being that like, weird bug girl a little bit. I just loved it. And so, that’s kinda how I decided to put them in an entomology class. And it’s funny because, I mean, I do think that college is one of those times to take the weird class and do the weird thing. And so, I think it kind of made sense there and I also felt like, I gave a degree of what kind of humor and lightness I thought it would to the story. But I realize now that a lot of readers maybe don’t like bugs. So it’s something that’s like a little distracting to some people. When I had took the entomology class, we had an assignment where we had that exact assignment with the Madagascar hissing cockroaches where we had to take them home and observe them. And so, you know, for an entire semester, I had a Madagascar hissing cockroach in my dorm room with me. I never took it out of its box. I like, you know, I fed it, like, carrots through the little hole that it couldn’t get out and so, that would be fun to put that in the story. And I can tell you for the readers, the cockroaches do not escape ever. They never… There’s no, like, unexpected cockroach scenes. I promise. Jeff: Yeah. And I can vouch for that. There are no unexpected scenes and in fact, I had to check… I had to ask about that before I took the book to read and I’m like, “Bugs, I don’t know about that.” Erin: I know. I have put it in the trigger warnings for the book and on my website, it really does lay out kinda scene by scene where they’re at and kind of the degree that they’re on the page. And they’re not on the page that much. Jeff: No, they’re not and I never got squirmy reading it either because I really don’t like bugs. But I was totally fine with how this turned out. So… Erin: Yeah. I know. I don’t know why it hadn’t occurred to me that it would gross people out. At that point it was too late when it, like, finally hit me. I was like, “Well, I can’t do anything about it.” But I kind of thought that they were funny. Jeff: Well, I think it really fits with the whole ag culture of the college that of course, they’re gonna end up with bugs or whatever and have to learn about them. So it all meshed in together and like you said, there’s no point where they’re escaping or, you know, being gross. They’re just kind of there. Erin: Right. And students… Jeff: I like to, you know, those classes sometimes you take in high school where you’re having to take care of the doll for a week or whatever. And in this case you’re hanging out with a cockroach. So… Erin: Right. It’s kinda like a little pet for them for this semester. Jeff: So is there more plan for the Farm College Series? Erin: I have not kind of set plans. I do want to write a story for Alex. He’s in both books. He’s not in “Controlled Burn” for very much though his part is kind of important in “Controlled Burn.” He’s a friend of Connor’s really in “Clean Break” and I do wanna give him a story and I will. I’ll probably start writing that soon. Kind of be on that. I don’t know how much more I’ll write in the Farm College Series though I do wanna do a spin off that’s kind of several years in the future. So they’re not really in college anymore and I want to do an F/F romance for Desie and Lena. So I would start there for them. Jeff: Yay. Yeah. I would totally read that book because one of the things you did in “Clean Break” and I’m sure you established it back in “Controlled Burn” too, was just the tight community of friends that Travis and Connor both have, and even, like, the strong family presence of Connor’s family and how they support him. So it would be great to see more of all of that. Erin: Yeah. So… Yeah. And I definitely… I think I did a little bit more successfully in “Clean Break” for sure where they have very supportive families and they do have kind of a big wide friend group. And so, yeah, I’m glad that you like that, but I do want to do the F/F romance for Lena and Desie kind of. But Lena is quite young in this book. She’s 20 and so, I wanna give her a little bit of time to grow up, I guess. Jeff: Yeah. That’s cool. Now, you’ve got another series out there called “Love Life.” And tell us a little bit about what goes on in that series? Erin: Sure. So that’s also, they’re both male/male romances. Set in Oklahoma, Eastern Oklahoma for the first book, “Life on Pause.” They’re kind of small town romances there. The first one is about a guy that works at a homestead kind of prairie museum. They’re kind of common in Oklahoma where the people that work there have to dress in like, historical costumes of the time. So he works at that type of museum and then he is paired with a high school choir teacher. And it’s kind of them trying to fall in love and figure out how their relationship will work. It’s definitely kind of lighter in tone than the farm college series, but it’s still a little angsty. The second book in the series, “Life of Bliss,” is more novella link that’s a little short and it’s very tropey. It’s kind of two people that don’t like each other very much, but are fooling around kind of behind their friends’ backs. They agree to be fake boyfriends for a family wedding in Arkansas and Arkansas kind of, well, it has this… Historically in the area, it was the only state that didn’t have a waiting period for marriage licenses. Now, most of the states don’t, but back in the day, you know, they made you like, test for syphilis and all kind of stuffs. But extended the marriage license period. So Arkansas is kind of the place where people go for their shotgun weddings historically. So this is going back quite away, but in this book they go to a wedding in Arkansas, they get drunk at the wedding and basically, end up getting married themselves. It’s set in Eureka Springs, Arkansas for the wedding part and I don’t know if anybody would be familiar with that. But you can get married practically anywhere in Eureka Springs. It’s kind of an economy there. So it’s quite easy to get married and that’s what happens. So it’s kind of fake dating to accidental marriage. Jeff: Fake dating to accidental marriage. I like… Those are favorite tropes right there. Erin: Yeah. It’s a fun one, I think. Jeff: So what is your writing origin story? You’ve got these four books out. How did all this start? Erin: Well, I was a creative writing English major in undergrad, but then I ended up going to grad school for library and information studies. And I was a public librarian. And I had… I kind of had a lot of big changes in my life. I just graduated grad school. I just got married, I just moved away from home like, all of these big changes. I had a full time job for the first time and I had… I was living in Houston, Texas and I had this horrible commute. It was like, an hour and a half each way and… Jeff: Yeah. that’s pretty horrible. Erin: I think most people that have been in Houston know what I’m talking about. And I had all this time to kind of think and I basically on my commute started plotting a book. And some of it came from, I missed kind of the creative outlet writing research papers and stuff like that from school. And so, yeah, that’s kind of how I started writing as I plotted this book on my commute and then finally, I decided that I was gonna sit down and write it. And that book was “Controlled Burn.” Jeff: That’s an awesome story. Erin: Thank you. Jeff: What led you into putting this creativity towards M/M romance amongst all of the genres that were possible? Erin: Yeah. Some of it I think is that I was reading a lot of it at that time, I kind of got into M/M romance I guess if we’re going further back by reading Suzanne Brockmann, right? So she has the “Troubleshooters” series and that has Jules Cassidy who’s the gay FBI agent, right? He’s got that kind of the secondary romance through several books and then the primary thorugh a novella. And then whenever I was in grad school, I kind of didn’t have time to read for pleasure very much. So I wasn’t reading very much and then I took a class about reader’s advisory that we had to read like, the books from the best books of the year for “Publishers Weekly” and “Kirkus,” and stuff. And I just kind of… I can’t remember what year it was, but I grabbed kind of a random book off the romance list and it ended up being “Brothers of the Wild North Sea” by Harper Fox and I didn’t really realize that it was a male/male romance. So I just kinda grabbed it and started reading, and then it became quite clear, you know, very early on what it was. And it’s a beautiful book. Harper Fox is, you know, is a beautiful writer. Everything that she writes is really awesome and so, I kind of gobbled up everything that she had written and then it kind of hit me at that time. There has to be other writers that are doing this and, you know, they weren’t the books that were in the libraries. They weren’t in my libraries. So I kind of started searching them out and, you know, read a lot of K.A. Mitchell and Z.A. Maxfield, and some of those authors at that time that were the most prolific. And I was just very excited because I felt like there are all these authors that I had never heard of that I didn’t know about and they were all really, really good. And they were writing, you know, stories that kind of the themes were very important to me. And so, then when I write finally, eventually, decided to sit down and write a book. I think probably the main thing for me is that I wanted to write characters who are LGBTQIA in Oklahoma and it just happened to be that the first book that kind of came to mind, and that I plotted fully was an M/M romance in “Controlled Burn.” So that’s definitely how I got started. Jeff: That’s very cool and some great authors there to get you introduced to the genre as well. Who do you count as your author influences? Erin: Well, definitely, you know, my gateways were Suzanne Brockmann into romance in general and then Harper Fox. Kind of on a wider scale, I really like Alisha Rai. She kind of, she writes the heroines that are the type of parents that I just love. They are raunchy and rowdy, and wonderful. I would say also Annabeth Albert in terms of contemporary romance. Alexis Hall, I think kind of teaches or his books are like a master class on first person point of view if you look at “For Real” or “Glitterland.” And so, I really, really like his books too. Jeff: Now, your bio mentions that you like binge worthy TV shows. So of course, we have to know what are you binging these days or have binged recently that you would recommend? Erin: So my husband and I have been rewatching “Game of Thrones” of course, because the last season was about to come out. So when you binge that show, you just kind of realize how many awful things happened back to back to back because the first time we watched it, we didn’t binge it. We are watching it week to week, but when you’re binge watching that it’s like, “Oh, my God. That’s so awful, these things that keep happening.” Other than that, I really like… I like true crime, but I’m not watching any kind of true crime right now. And I like comedies. So I’ve watched “Schitt’s Creek” recently which I love, “The Good Place,” “Brooklyn Nine-Nine,” “One Day at a Time,” all these sitcoms that I think are really good, “Crazy Ex-Girlfriend” because I love musicals is really good. And then I also watch a lot of like, reality TV. So I like, like, “Tiny House Hunters,” and “Instant Hotel,” and “Project Runway,” shows kind of like that. Jeff: Very cool. Yeah. Some good stuff on there. Erin: You can tell me I watch a lot of TV. Jeff: “The Good Place” is a particular favorite. Erin: Yeah. It’s so smart. It’s so different than like, yeah, it’s very, very unique. So this is a great list for everybody who’s looking for something to binge the spring right here. So what’s coming up next for you in your release plans? Jeff: So I don’t have anything kind of set in stone. I’m not very good at planning. [I”m working on one about] tornado chasers or storm chasers. That’s a male/male romance that I have on submission right now to a publisher that I’m hoping will pick it up. If they don’t, then, you know, it’ll keep going out and hopefully somebody else will want it. I’m currently writing a book about a rec league softball team and I want this to be really, really tropey and kind of fun and light. The first one is using kind of the one bed trope. So I hope that that would be a lot of fun. I’ll write Alex’s story pretty soon and then I have a book that I wrote. But I’m hoping to put out at Christmas, it’s called “Stocking Stuffers.” And it’s a M/F romance with a bi heroine who sell sex toys. You know, like the Tupperware parties, but it’s like the, you know, the sex toy Tupperware parties kind of. And so, she works for a company kinda is the marketing person for a company like that and she’s hosting one of those parties, get snowed in, you know, with a big red bag of toys basically. Jeff: Yeah. That’s like an interesting forced proximity story. Erin: yeah. So it was a lot of fun to write. Jeff: And I’m very interested in the storm chasers one too because I’m kind of a weather geek at heart. So you kind of got me on that one. Erin: It was a lot of fun to write. Growing up in Oklahoma, you know, tornadoes are such a kind of a constant really. I mean, my parents have lost a house in tornado. I know lots of people that have lost houses in tornado. It’s so common. It’s just kind of a part of your life especially if you’re from Central Oklahoma like me and so, it’s… Yeah. It was a really fun one to write because you are just kind of entrenched in bad weather in Oklahoma in the spring all the time. So… Jeff: Very cool. And how can readers keep up with you online to keep track of all these projects? Erin: So I have a Facebook group called Erin McLellan’s Meet Cute. That’s a good one if you kind of… I do giveaways and book recs, and stuff. On Twitter my handle is @emclellanwrites and I’m on Twitter pretty often. On Instagram it’s @erinmclellanwrites and on Instagram, I would say it’s about 70% Alaska stuff like, every moves that I’ve ever seen and then 30% books. Unless there’s a book released and then it flips. But it’s a lot of Alaska if you follow me on Instagram. And then my newsletter which you can get too on my website or through any of the social media too. You would be able to kind of find the link to my newsletter and that’s probably the best way if you just want like, to know about new releases or sales, or things like that without having to kind of trudge through Twitter. Jeff: Well, fantastic. Well, I thank you so much for coming to talk to us about “Clean Break” and wish you all the success on that one and the upcoming releases as well. Erin: Thank you so much. It was so fun.
Join our growing entrepreneur community on Facebook: www.facebook.com/groups/139597470073188/ Got any questions? Ask me on Facebook: www.facebook.com/AleksanderVitkinPage/ Check out my free business training: www.businessmentor.com Jeff: We don’t really have a set office area, so everyone on the team is remote. We can kind of work from wherever. I’m here with a couple people in Cancun. I don’t know if you can tell by the cool background. But yeah, we have a couple people here and everyone on the team is able to move around. There’s not really a lot of operating costs in regards to, we have a bunch of stuff that doesn’t necessarily make money, but we need to do it anyways, as in we kind of need to buy supplies for everyone. We need to have a monthly expense, because we are paying this much for rent to rent out an office. We just get to work in places which are much more affordable, and then we also have kind of set processes in the business that like, we need to hit certain milestones, and we can’t really go back and make changes, and we don’t have a bunch of, we’re just able to cut costs by just focusing on the process, like, making sure that everything’s unique, everything’s cool, and is going to be custom built for the client, but we do have a set kind of process and system that we go through when we create videos for people. It helps to keep our cost down in that sense. Aleks: Yeah, so basically, you keep the clients happy, and they get exactly what they want, and they get custom work. It’s not some cheap template stuff. And at the same time, you don’t have those huge overheads, because everything is done in a very cost-efficient way. There’s no offices. There’s coworking. There’s the delivery process that’s kind of a process, not just, let’s just keep going back and forth forever and have 7,000 revisions are completely not necessary. So, I guess the reduction in the 17,000 revisions is also a process. So what type of process do you have for that, so that the clients don’t need to ask you to change stuff all the time? Like, how do you do that? Jeff: Yeah, a big part is just setting things up ahead of time. So before we even start on doing any script writing, before we start on game planning for the animations and what the video’s going to look like, we really want to figure out the strategy, like how is this video going to be used? Who’s going to see it? What’s the awareness level of these people? You want to have a built-in strategy so that when you start coming up with a script, it’s built to something that you guys both agreed on, and it’s just like your communication is right. You’re front-loading it right at the beginning of the working relationship, where you know, here’s who we’re making this video for, here’s the purpose of the video, here’s where it’s going to be used in different parts of our client’s funnel, or maybe it’s just for training videos as well. So we know exactly what the goal is with the video, so we don’t have people going, hey, we actually made a change in sort of what we were doing with the company, and we want this video to reflect that, midway through the process, right? There’s certain milestones so that you make changes until you hit that milestone, but then, then, once we’ve passed that, it’s like we can’t just keep going back and making revisions and restarting from scratch over and over again. So having that conversation at the very beginning is very important.
Show Notes Jeff: Welcome back to EMplify, the podcast corollary to EB Medicine’s Emergency Medicine Practice. I’m Jeff Nusbaum, and I’m back with my co-host, Nachi Gupta. This month, after a few months of primarily medical topics, we’re talking trauma, specifically Blunt Cardiac Injury: Emergency Department Diagnosis and Management. Nachi: With no gold standard diagnostic test and with complications ranging from simple ectopic beats to fulminant cardiac failure and death, this isn’t an episode you’ll want to miss. Jeff: Before we begin, let me give a quick shout out to our incredible group of authors from New York -- Dr. Eric Morley, Dr. Bryan English, and Dr. David Cohen of Stony Brook Medicine and Dr. William Paolo, residency program director at SUNY Upstate. I should also mention their peer reviewers Drs. Jennifer Maccagnano and Ashley Norse of the NY institute of technology college of osteopathic medicine and UF Health Jacksonville, respectively. Nachi: This month’s team parsed through roughly 1200 articles as well as guidelines from the eastern association for surgery in trauma also known as EAST. Jeff: Clearly a large undertaking for a difficult topic to come up with solid evidence based recommendations. Nachi: For sure. Let’s begin with some epidemiology, which is admittedly quite difficult without universally accepted diagnostic criteria. Jeff: As you likely know, despite advances in motor vehicle safety, trauma remains a leading cause of death for young adults. In the US alone, each year, there are about 900,000 cases of cardiac injury secondary to trauma. Most of these occur in the setting of vehicular trauma. Nachi: And keep in mind, that those injuries don’t occur in isolation as 70-80% of patients with blunt cardiac injury sustain other injuries. This idea of concomitant trauma will be a major theme in today’s episode. Jeff: It certainly will. But before we get there, we have some more definitions to review - cardiac concussion and contusion, both of which were defined in a 1989 study. In this study, cardiac concussion was defined as an elevated CKMB with a normal echo, while a cardiac contusion was defined as an elevated CKMB and abnormal echo. Nachi: Much to my surprise, though, abnormal echo and elevated ck-mb have not been shown to be predictive of adverse outcomes, but conduction abnormalities on ekgs have been predictive of development of serious dysrhythmia Jeff: More on complications in a bit, but first, returning to the idea of concomitant injuries, in one autopsy study of nearly 1600 patients with blunt trauma - cardiac injuries were reported in 11.9% of cases and contributed to the death of 45.2% of those patients. Nachi: Looking more broadly at the data, according to one retrospective review, blunt cardiac injury may carry a mortality of up to 44%. Jeff: That’s scary high, though I guess not terribly surprising, given that we are discussing heart injuries due to major trauma... Nachi: The force may be direct or indirect, involve rapid deceleration, be bidirectional, compressive, concussive, or even involve a combination of these. In general, the right ventricle is the most frequently injured area due to the proximity to the chest wall. Jeff: Perfect, so that's enough background, let’s talk differential. As you likely expected, the differential is broad and includes cardiovascular injuries, pulmonary injuries, and other mediastinal injuries like pneumomediastinum and esophageal injuries. Nachi: Among the most devastating injuries on the differential is cardiac wall rupture, which not surprisingly has an extremely high mortality rate. In terms of location of rupture, both ventricles are far more likely to rupture than the atria with the right atria being more likely to rupture than the left atria. Atrial ruptures are more survivable, whereas complete free wall rupture is nearly universally fatal. Jeff: Septal injuries are also on the ddx. Septal injuries occur immediately, either from direct impact or when the heart becomes compressed between the sternum and the spine. Delayed rupture can occur secondary to an inflammatory reaction. This is more likely in patients with a prior healed or repaired septal defects. Nachi: Valvular injuries, like septal injuries, are rare. Left sided valvular damage is more common and carries a higher mortality risk. In order, the aortic valve is more commonly injured followed by the mitral valve then tricuspid valve, and finally the pulmonic valve. Remember that valvular damage can be due to papillary muscle rupture or damage to the chordae tendineae. Consider valvular injury in any patient who appears to be in cardiogenic shock, has hypotension without obvious hemorrhage, or has pulmonary edema. Jeff: Next on the ddx are coronary artery injuries, which include lacerations, dissections, aneurysms, thrombosis, and even MI secondary to increased sympathetic activity and platelet activity after trauma. In one review, dissection was the most commonly uncovered pathology, occurring 71% of the time, followed by thrombosis, which occured only 7% of the time. The LAD is the most commonly injured artery followed by the RCA. Nachi: Pericardial injury, including pericarditis, effusion, tamponade, and rarely rupture, is also certainly on the differential. Jeff: In terms of dysrhythmias, sinus tachycardia is the most common dysrhythmia, with other rhythms, including PVC / PAC / and afib being found only 1-6% of the time. Nachi: And while conduction blocks are rare, a RBBB is the most commonly noted, followed by a 1st degree AVB. Jeff: Though also rare, commotio cordis deserves it’s own section as its the second most common cause of death in athletes < 18 who are victims of blunt trauma. Though only studied in swine models, it’s hypothesized that the impact to the chest wall during T-wave upstroke can precipitate v-fib. Nachi: Aortic root injuries usually occur at the insertion of the ligamentum arteriosum and isthmus. Such injuries typically result in aortic insufficiency. Jeff: And the last pathology on the differential requiring special attention is a myocardial contusion. Again, no standard definition exists, with some diagnostic criteria including simply chest pain and increasing cardiac enzymes, and others including cardiac dysfunction, ecg abnormalities, wall motion abnormalities, and an elevation of cardiac enzymes. Nachi: Certainly a pretty broad differential… before moving on to the work up, Jeff why don’t you get us started with prehospital care? Jeff: Prehospital management should focus on rapid identification and stabilization of life threatening injuries with expeditious transport as longer prehospital times have been associated with increased mortality in trauma. Immediate transport to a Level I trauma center should be the highest priority for those with suspected blunt cardiac injury. Nachi: In terms of who specifically should be transporting the patient, a Cochrane review evaluated the utility of ALS vs BLS transport in trauma. There is reasonably good data to support BLS over ALS, even when controlling for trauma severity. Moreover, when airway management is needed, advanced airway techniques by ALS crews were associated with decreased odds of survival. Regardless of who is there, the message is the same: focus not on interventions, but instead on rapid transport. Jeff: And if it does happen to be an ALS transport crew, without delaying transport, pain management with fentanyl is both safe and reasonable and preferred over morphine. Post opiate hypotension in prehospital trauma patients is a rare but documented complication. Nachi: And if the prehospital team is lucky enough, or maybe unlucky enough, i don’t know, to have a credentialed provider who can perform ultrasound for those suspected of having a blunt cardiac injury, the general prehospital data on ultrasound is sparse. As of now, it’s difficult to conclude if prehospital US improves care for trauma patients. Jeff: Interestingly, the system I work in has prehospital physicians, who do carry US, but I can’t think of a major trauma where ultrasound changed any of the decisions we made. Nachi: Right, and I think that just reinforces the main point here: there may be a role, we just don’t have the data to support it at this time. Jeff: Great, let’s move onto ED care, beginning with the H&P. Nachi: On history, make sure to elucidate if there is any chest pain, and if it’s onset was before or after the traumatic event. In addition, make sure to ask about dyspnea, fatigue, palpitations, and lightheadedness. Jeff: And don’t forget to get the crash details from the EMS crew before they depart! As a side note, for anyone taking oral boards in a few months, don’t forget to ask the EMS crew for the details!!! Nachi: A definite must for oral boards and for your clinical practice. Jeff: In terms of the physical, tachycardia is the most common abnormality in blunt cardiac injury. In those with severe injury, you may note refractory hypotension secondary to cardiogenic shock. But don’t be reassured by normal vitals, especially in the young, who may be compensating well despite being quite ill. Nachi: Fully undress the patient to appropriately inspect and percuss the chest wall - looking for signs of previous cardiac surgeries or pacemaker placement, as well as to auscultate for new murmurs which may be a sign of valvular injury. Jeff: Similarly, as concomitant injuries are common, inspect the abdomen, looking for ecchymosis patterns, which often accompany blunt cardiac injury. Nachi: Pretty standard stuff. Let’s move on to diagnostic testing. Jeff: Lab testing should include a CBC, BMP, coags, troponin, lactate, and T&S. In one retrospective analysis, an elevated troponin and a lactate over 2.5 were predictors of mortality. Nachi: Additionally, in patients with chest trauma, a troponin > 1.05 was associated with a greater risk for dysrhythmias and LV dysfunction. Jeff: And it likely goes without saying, but an EKG is a must on all trauma patients with suspicion for blunt cardiac injury in accordance with the EAST guidelines. New EKG findings requires admission for monitoring. Unfortunately, on the flip side, an ECG cannot be used to rule out blunt cardiac injury. Nachi: Diving a bit deeper into the data, in a prospective study of 333 patients with blunt thoracic trauma, serial EKG and troponins at 0, 4, and 8 hours post injury had a sensitivity and specificity of 100% and 71%, respectively. However, of those with abnormal findings, all but one had them on initial testing, leading to a negative predictive value of 98%. Jeff: Well that’s an impressive NPV and has huge implications, especially in the era of heavily monitored lengths of stay... Nachi: Definitely. In terms of radiography, a chest x-ray should be obtained as rib fractures, hemopneumothorax, and mediastinal free air are all things you wouldn't want to miss and are also associated with blunt cardiac injury. Jeff: Keep in mind, however, that the chest x-ray should not be seen as a test for pericardial fluid as up to 200 mL of fluid can be contained in the pericardial space and remain undetectable by chest radiograph. Nachi: Which is why you’ll have to turn to our good friend the ultrasound, for more useful data. The data is strong that in the hands of trained Emergency Clinicians, when parasternal, apical, and subcostal views are obtained, US has an accuracy of 97.5% for pericardial effusion. Jeff: Not only is US accurate, it’s also quick. In one RCT, the FAST exam reduced the time from arrival in the ED to operative care by 64% in the setting of trauma. Nachi: That’s impressive -- for expediting patient care and for managing ED flow. Jeff: Exactly. The authors do note however that hemopericardium is a rare finding, so, while not the focus of this article, the real utility of the FAST exam may be in its expanded form, the eFAST, in which a rapid bedside ultrasonographic lung exam for pneumothorax is included, as this can lead to immediate changes in management. Nachi: And assuming you do your FAST or eFAST and have no management changing findings, CT will often be your next test. Jeff: Yeah, EKG-gated multidetector CT can easily diagnose myocardial rupture, pneumopericardium, pericardial rupture, hemopericardium, coronary artery insult, ventricular septal defects and even valvular dysfunction. Unfortunately, CT does not perform well for the evaluation of myocardial contusions. Nachi: This is all well and good, and certainly accurate, but let’s not forget that hemodynamically unstable trauma patients, like those with myocardial rupture, need to be in the operating room, not the CT scanner. Jeff: An important point that should not be understated. Nachi: And the last major testing modality to discuss is the echocardiogram. Jeff: The echo is a fantastic test for detecting focal cardiac dysfunction often see with cardiac contusions, hemopericardium, and valve disruption. Nachi: And it’s worth noting that transthoracic is enough, as transesophageal, despite the better images, hasn’t been shown to change management. TEE should be saved for those in whom a optimal TTE study isn’t feasible. Jeff: Great point. And one last quick note on echo: in terms of guidelines, the EAST guidelines from 2012 specifically recommend an echo in hemodynamically unstable patients or those with a persistent new dysrhythmia without other sources of ongoing hemorrhage or neurologic etiology of instability. Nachi: Perfect, so that wraps up testing and imaging for our blunt cardiac injury patient. Let’s move on to treatment. Jeff: In terms of initial resuscitation, there is an ever increasing body of literature to support blood transfusion over crystalloid in patients requiring volume expansion in trauma. There are no specific guidelines for transfusion in the setting of blunt cardiac injury, so stick to your standard trauma protocols. Nachi: It is worth noting, though, that there is literature outside of trauma for those with pericardial effusions, suggesting that those with a SBP < 100 have substantial benefit from volume expansion. So keep this in mind if your clinical suspicion is high and your trauma patient has a soft but not truly shocky blood pressure. Jeff: Operative management, specifically ED thoracotomy is a heavily debated topic, and it’s next on our list to discuss. Nachi: The 2015 EAST guidelines conditionally recommend ED thoracotomy for moribund patients with signs of life. The Western Trauma Association broadens the ED thoracotomy window a bit to include anyone with no signs of life but less than 10 minutes of CPR. The latter also recommend ED thoracotomy in those with refractory shock. Jeff: Though few studies exist on the topic, in one study of 187 patients, cardiac motion on US was 100% sensitive for predicting survivors. Nachi: Not great data, but it does support one's decision to stop any further work up should there be no cardiac activity, which is important, because the decision to pursue an ED thoracotomy is not an easy one. Jeff: And lastly, emergent pericardiocentesis may be another option in an unstable patient when definitive operative management is not possible. But do note that pericardiocentesis is only a temporizing measure, and not definitive for cardiac tamponade. Nachi: Treatment for dysrhythmias is standard, treat in accordance with standard ACLS protocols, as formal randomized trials on prophylaxis and treatment in the setting of blunt cardiac injury do not exist. Jeff: Seems reasonable enough. And in the very rare setting of an MI after blunt cardiac injury, you should involve cardiology, cardiothoracic surgery, and trauma to help make important management decisions. Data is, again, lacking, but the patient likely needs percutaneous angiography for appropriate diagnosis and potentially further intervention. Definitely hold off on ASA and likely nitroglycerin, at least until significant bleeding has been ruled out. Nachi: Yup, no style points for giving aspirin to a bleeding trauma patient. Speaking of medications, the last treatment modality to discuss here is pain control. Pain management is essential with chest injuries, as appropriate pain management has been shown to reduce mortality in pulmonary related complications. Jeff: And in line with every acute pain consult note I’ve ever come across, a multimodal approach utilizing opioids and nonopioids is recommended. Nachi: Perfect, so that sums up treatment, next we have one special circumstance to discuss: sternal fractures. Cardiac contusions are found in 1.8-2.4% of patients with sternal fractures, almost all of which were seen on CT and not XR according to the NEXUS chest CT study. Of these patients, only 2 deaths occured, both due to cardiac causes. Thus, in patients with isolated sternal fractures, negative trops, ekg, and negative cxr - the patient can likely be discharged from the ED, as long as their pain is well-controlled. Jeff: And let’s talk controversies for this issue. We only have one to discuss: MRI. Nachi: The fact that MRI produces awesome images is not controversial, see figure 3. It’s role, however, is. In accordance with EAST guidelines, MRI may be most useful in differentiating acute ischemia from blunt cardiac injury in those with abnormal ECGs, elevated enzymes, or abnormal echos. It’s use in the hyperacute evaluation, however, is limited, in large part owing to the length of time required to complete an MRI Jeff: What a time to be alive that we even have to say that MRIs may not have a hyperacute role in trauma - absolutely crazy... Nachi: Moving on to disposition: any patient with aortic, pericardial, or myocardial injury and hemodynamic instability needs operative evaluation and likely intervention, so do not hesitate to get the consults coming or the helicopter in the air should such a patient arrive at your non-trauma center. Jeff: And in those that are hemodynamically stable, with either a positive ECG or a positive trop, they should be monitored on telemetry. There is no clear answer as to how long, but numerous studies suggest a 24 hour period of observation is sufficient. For those with persistent ekg abnormalities or rising trops - this is precisely when you will want to pursue echocardiography. Nachi: And if there are positive EKG findings AND a rising trop, they should be admitted to a step down unit or ICU as well -- as ⅔ of them will develop myocardial dysfunction. Similarly, those with hemodynamic instability but no active traumatic bleeding source - they too should be admitted to the ICU for a STAT echo and serial enzymes. Jeff: But in the vast majority of patients, those that are hemodynamically stable with negative serial EKGs and serial tropinins, they can effectively be ruled out for significant BCI after an 8 hour ED observation period, as we mentioned earlier with a sensitivity approaching 100%! Nachi: Though there are, of course, exceptions to this rule, like those with low physiologic reserve, mobility or functional issues, or complex social situations, which may need to be assessed on a more case-by-case basis. Jeff: Let’s wrap up this episode with some key points and clinical pearls. Cardiac wall rupture is the most devastating form of Blunt Cardiac Injury. The sealing of a ruptured wall may lead to a pseudoaneurysm and delayed tamponade. Trauma to the coronary arteries may lead to a myocardial infarction. The left anterior descending artery is most commonly affected. The most common arrhythmia associated with blunt cardiac injury is sinus tachycardia. RBBB is the most commonly associated conduction block. Commotio cordis is the second most common cause of death in athletes under the age of 18. Early defibrillation is linked to better outcomes. Antiplatelet agents like aspirin should be avoided in blunt cardiac injury until significant hemorrhage has been ruled out. An EKG should be obtained in all patients with suspected blunt cardiac injury. However, an EKG alone does not rule out blunt cardiac injury. Serial EKG and serial troponin testing at hours 0, 4, and 8 have a sensitivity approaching 100% for blunt cardiac injury. An elevated lactate level or troponin is associated with increased mortality in blunt cardiac injury. Perform a FAST exam to assess for pericardial effusions. FAST exams are associated with a significant reduction in transfer time to an operating room. Obtain a chest X-ray in all patients in whom you have concern for blunt cardiac injury. Note that the pericardium is poorly compliant and pericardial fluid might not be detected on chest X-ray. Transesophageal echocardiogram should be considered when an optimal transthoracic study cannot be achieved. CT is used routinely in evaluating blunt chest trauma but know that it does not evaluate cardiac contusions well. In acute evaluation, MRI is generally a less useful imaging modality given the long imaging time. There is evidence to suggest that a patient with an isolated sternal fracture and negative biomarkers and negative EKG findings can be safely discharged from the ED if pain is well-controlled. Trauma to the aorta, pericardium, or myocardium is associated with severe hemodynamic instability. These patients need surgical evaluation emergently. Hemodynamically stable patients with a positive troponin test or with new EKG abnormalities should be observed for cardiac monitoring. Nachi: So that wraps up Episode 26 on Blunt Cardiac Injury! Jeff: Additional materials are available on our website for Emergency Medicine Practice subscribers. If you’re not a subscriber, consider joining today. You can find out more at ebmedicine.net/subscribe. Subscribers get in-depth articles on hundreds of emergency medicine topics, concise summaries of the articles, calculators and risk scores, and CME credit. You’ll also get enhanced access to the podcast, including any images and tables mentioned. You can find everything you need to know at ebmedicine.net/subscribe. Nachi: It’s also worth mentioning for current subscribers that the website has recently undergone a major rehaul and update. The new site is easier to use on mobile browsers, has better search functionality, mobile-friendly CME testing, and quick access to the digest and podcast. Jeff: And as those of us in the north east say goodbye to the snow for the year, it’s time to start thinking about the summer and maybe start planning for the Clinical Decision Making conference in sunny Ponta Vedra Beach, Fl. The conference will run from June 27th to June 30th this year with a pre-conference workshop on June 26th. Nachi: And the address for this month’s credit is ebmedicine.net/E0319, so head over there to get your CME credit. As always, the [DING SOUND] you heard throughout the episode corresponds to the answers to the CME questions. Lastly, be sure to find us on iTunes and rate us or leave comments there. You can also email us directly at EMplify@ebmedicine.net with any comments or suggestions. Talk to you next month! Most Important References 7.* Clancy K, Velopulos C, Bilaniuk JW, et al. Screening for blunt cardiac injury: an Eastern Association for the Surgery of Trauma practice management guideline. J Trauma Acute Care Surg. 2012;73(5 Suppl 4):S301-S306. (Guideline) 22.* Schultz JM, Trunkey DD. Blunt cardiac injury. Crit Care Clin. 2004;20(1):57-70. (Review article) 23.* El-Chami MF, Nicholson W, Helmy T. Blunt cardiac trauma. J Emerg Med. 2008;35(2):127-133. (Review article) 27.* Bock JS, Benitez RM. Blunt cardiac injury. Cardiol Clin. 2012;30(4):545-555. (Review article) 34.* Berk WA. ECG findings in nonpenetrating chest trauma: a review. J Emerg Med. 1987;5(3):209-215. (Review article) 64.* Velmahos GC, Karaiskakis M, Salim A, et al. Normal electrocardiography and serum troponin I levels preclude the presence of clinically significant blunt cardiac injury. J Trauma. 2003;54(1):45-50. (Prospective; 333 patients) 73.* Melniker LA, Leibner E, McKenney MG, et al. Randomized controlled clinical trial of point-of-care, limited ultrasonography for trauma in the emergency department: the first sonography outcomes assessment program trial. Ann Emerg Med. 2006;48(3):227-235. (Randomized controlled trial; 262 patients)
He's a libertarian, anarcho-capitalist. He hosts the biggest conference, Anarchapulco, for anarcho-capitalism. He's The Dollar Vigilante. Originally from Canada, hailing from Mexico. Jeff Berwick Stefan: Ladies and gentlemen, welcome to the show, Respect The Grind, with Stefan Aarnio. This is the show where we interview people who achieve mastery and freedom through discipline. We interview entrepreneurs, athletes, authors, artists, real estate investors, anyone who has achieved mastery and examined what it took to get there. Today on the show, I have a very special guest out of the norm, Jeff Berwick. He's a libertarian, anarcho-capitalist. He hosts the biggest conference, Anarchapulco, for anarcho-capitalism. He's The Dollar Vigilante. Originally from Canada, hailing from Mexico. Jeff, good to have you on the show today. Respect The Grind, my friend. Jeff: It's a pleasure. Thank you. Stefan: Yeah. I really appreciate having a guest like you on the show, because we normally talk about like business and making money, and real estate. A lot of people listening to this show, they want financial freedom for themselves, and they're trying to make money. They're trying to invest, whatever that means. It's cool to have a guy like you on the show. We had a mutual friend of ours, John Sneisen, on the show a little while ago, and I love talking to guys like you, because we end up talking about the money system. We talk about freedom in the free world, free speech, all this kind of stuff. For the people at home who don't know you, Jeff, can you introduce yourself in your own words? Who are you, and why is this a relevant conversation for us to be speaking? Jeff: Sure. Yeah. Actually, it's a totally relevant conversation that's everything that I talk about. I've been doing that for about nine years now, since 2010, with The Dollar Vigilante, which is a anarcho-capitalist financial newsletter talking about how to free yourself. Not just financially, but in every way possible. Of course, for people that don't understand the word, "anarcho" means anarchy, of course, and that's a Greek word which means "an," without, "archy," ruler. I just believe that no one should have a ruler and no one should be a slave. I don't know why that's controversial at all, but that's the government indoctrination camps that people have had for about 12 years that most people have been forced into. Jeff: Then the capitalist part, a lot of people actually misunderstand that word, too. They think that what you have in the U.S. today is capitalism. There is a small part of capitalism still remaining, and that's why the U.S. is still standing, but it's mostly fascism, and crony capitalism, and what I call crapitalism. Really, when I say "capitalism," I just mean free market. I've been, and completely free market, so no government involvement whatsoever, no taxation, no regulation, no central banks, and no fiat currencies and things like that. I've been doing that for about nine years. Jeff: I also do a podcast called Anarchast. I've been doing that for about seven years, and it's grown quite a bit. It's nothing too huge, but it's actually spawned an entire conference now called Anarchapulco, as you mentioned. It's now the world's premier liberty and freedom event held in Acapulco, Mexico, every year. It's coming up in February 14th to 17th. We're expecting about 3,000 people, because the freedom, the idea of it is actually growing, believe it or not. I've been doing all that stuff for about, as I said, about eight or nine years now. Stefan: That's tremendous, Jeff. People like you, I really got to salute a guy like you, because it's not easy. It's not easy going against the grain. It's not easy speaking out about this stuff. It's not a popular table topic at the Thanksgiving table or the Christmas table. I remember when I was telling my family years ago about the money system at like at Christmas dinner or Thanksgiving dinner. Everybody got up and left. The average person doesn't want to hear about how they are enslaved. They don't want to hear about the money system. I remember years ago when I was 21, 22, I read a book called Atlas Shrugged by Ayn Rand, and that's the capitalist bible. The communists have Karl Marx, Das Kapital, and then the capitalists have Ayn Rand's Atlas Shrugged. It's number two most influential book in the United States. Stefan: Can you explain to the people at home, that's where I've first heard the word "libertarian." What's a libertarian? Because people, we're from Canada, or I'm from Canada, in Winnipeg, today, and people hear "libertarian," and they think libertarian is liberal, because it's L-I-B. They don't know the difference between the two words. What's a libertarian? Jeff: That's interesting you're up there in Winterpeg. I'm originally from what I call Deadmonton, so up in Canada. Stefan: Dude, that's the other Winnipeg. I'm giving that a gong. Bang. Just gonged it up. Deadmonton and Winterpeg. Jeff: Yeah, so the word "libertarian," I actually didn't even really know the word until about 15 years ago. It's become quite popular. It's become fairly popular since Ron Paul ran for president in 2008. Really, what the word means is, well, it's pretty simple word, "libertarianism." What it means is that if you're a libertarian, then you hold as one of your highest principles liberty or freedom. If you truly hold that as one of your highest principles, then you should actually be a anarchist, because an anarchist believes in complete freedom. It believes in the freedom of the individual that no one has the right to enslave and say they own another person. Of course, whenever you have a government, you're just born somewhere, and they go, "Well, you're ours now," especially in the U.S., where every baby born today in the U.S. has a quarter of a million U.S. dollars worth of debt and liabilities overhanging it from the government that it's supposed to pay off. Stefan: My God. Jeff: That's absolutely criminal and absolute tyranny and slavery. That's what we have in every country today, as well as Canada and every other country. A true libertarian truly believes that no one should be ruled or owned by anyone without their permission. Of course, there's a lot of people who don't mind being owned or being slaves. They're called statists, and if they want to do that, that's fine. I have no problem. As a libertarian or as an anarchist, do whatever you want. Just don't aggress against me. The only problem is, when they get these governments going, they always seem to include us and seem to think that, "Well, you are now owned by whichever government in whatever area you're in." I just completely disagree with that. Stefan: Yeah. I saw Jordan Peterson. You're probably familiar with Jordan Peterson, right? Jeff: Yeah. Stefan: I saw Jordan Peterson speak in the summer. He was speaking here in Winnipeg, Winterpeg, at the Burton Cummings Theatre, and he said something interesting that I thought something that I think people need to hear more often. He said, "The human race for most of history has lived under tyranny. We used to have monarchies. We used to have feudalism. For most, most of the human race, we've had tyranny, and for very brief times, we've had democracies or republics, but democracy lasts for about 250 years. Then it turns into a tyranny, usually, and then after that, turns back into a monarchy." Why do you think monarchies and tyrannies have existed throughout history, and why does it always seem to consolidate power like that? Why can't we just stay as a democracy or republic all the time? Jeff: Well, first of all, I'm not so sure about human history. I think most things we're told about history are lies, and so really, anything beyond a couple of hundred years ago, I really have doubts about what really happened. I really don't know what happened, but I don't trust anything that we're told by the media, or the governments, or the schools, which are all sort of the same sort of people running those sort of things, but what I understand happened is, a few hundred years ago, there was things like kings and queens, and they were doing that quite a bit. They were going around doing similar things that governments do today and say, "Hey, you were born here, so now you have to pay us a certain percentage of whatever you make," and that sort of a thing. Jeff: Really, a few hundred years ago, and it sort of seems to have happened in France, which is kind of interesting, because there's a bit of an uprising happening there again right now, is a lot of people said, "This is crazy. Just because you're born, this whole idea of kings and queens is so insane." I love the Monty Python, I think it was in the Holy Grail one, where the king's walking around, and he's like, "I'm your king." They're like, "You're who?" He's like, "I was born of this mother," and everyone's like, "What?" He's like, "I found a sword in the lake, and therefore I'm your king." They're like, "You're crazy," but for whatever reason, people kind of fell in line with that. Jeff: Of course, a lot of these monarchies were really tyrannical, and they would really, if you didn't pay them, they would kill you, that sort of a thing. That's very similar to governments. A few hundred years ago, people kind of woke up from it, and they said, "Well, this is stupid." The people who were in control at the time really realized they're going to lose a lot of power, and so they came up with an absolutely ingenious idea. That ingenious idea was democracy, which is a totally heinous, evil system of mob rule. If you have 51% of people decide that legally they can kill the other 49%, then everything's fine. Jeff: It's absolutely insane and just keeps people battling each other, but it's absolutely ingenious, because they've managed, through the government indoctrination camps, and through the media, the mainstream media, television, propaganda programming, to tell people that, "Oh, when you have a democracy, then you are the one who rules yourself, and you get to rule yourself by voting once every four or five years. You get to tick a box," and then some guy goes somewhere, and he makes decisions about what you're going to have to give up and how much they're going to extort you and things like that, but it's absolutely an ingenious idea. It's worked now for a few hundred years, and people have really fallen for it, but they're starting to wake up to it. That's what we're starting to see across the world, really. Jeff: We're starting to see that in France right now. Again, they're starting to realize, "This is absolutely insane that we have people ruling us without our permission, and taking our money, and things like that." Even Donald Trump, in the U.S., was to an extent an awakening of people going, "This system is horrible. We've got this total political class that is totally ruling us and just totally enslaving us." Jeff: What they thought was, "Well, we have democracy, thank God. We have democracy, so we can elect someone else," so they elected a kind of a bit of an outsider, Donald Trump, who's best friends with the Clintons and has been involved with central banks and with the Bush family for decades. His family's been very involved with the Bush family, so he's been very involved in the political class, but he came in as sort of an outsider, and you kind of see a lot of people saying, "Oh, he's an outsider, so he can fix things." He's not an outsider whatsoever. It's another sort of ruse in the whole democracy game, but really, that's what we've got today. Jeff: Now, what we've got at The Dollar Vigilante, I cover how bankrupt all these nation states are, how the central banks are printing money until we're going to be, hit hyperinflation very soon, so we're very near the end of this sort of system of these big nation states, of these big welfare states, warfare states, Big Brother nanny states, where everything is controlled, and regulated, and extorted, and taxed, and that sort of a thing. It's all going bankrupt right now, so even if people didn't wake up to what I'm talking about, we're still going to go through a massive amount of change in the next few years as all these systems all go down because they're all bankrupt. Stefan: Yeah. Well, there's a ... Man, Jeff, you said a mouthful there, man. I don't even know where to start, but I'm going to try to weigh in on what you said there at the end. Now, I wrote a book here called Hard Times Create Strong Men. I'm holding it up here for the camera for the people at home, and the cycles of history, as I understand it, goes like this. Hard times create strong men. Strong men create good times. Good times create weak men. Weak men create hard times. That whole cycle takes about 80 years, and every 80 years, there's a major war, a major crisis, a major reset. 80 years ago was World War II. 80 years before that was American Civil War, and you can trace this back in history. 80 to 100 years, every 80 to 100 years, is a major reset. Now, if you trace that out to the future right now from World War II to now, 2020 is the next "hard times create strong men." Stefan: That's what the book's about is, the men are becoming weak. When men become weak, the backbone of society falls apart. The family falls apart. The churches and the freedom of that falls apart, and what we end up with is some sort of major crisis. Would you say something like that's coming up? Jeff: Oh, absolutely, and I think those cycles are very true. If you just look at anyone who's like a rich kid, so his father most likely worked really hard his entire life and amassed a fairly large fortune, and then the kid comes along, and he's just pampered, and he never does anything. He never learns how to do anything. He never has to learn anything about life, and they usually become idiots, and they actually end up usually wasting or losing most of their money. This is a very natural sort of a cycle that can happen if you're not smart, if, as a father, if you make a lot of money, you don't just give it to your kids. That's absolutely ridiculous. Talk about a really great way to destroy your children, but the big problem with that cycle that you just mentioned that's been going on now for centuries is the government. Jeff: When you get the government involved, it's not just people who are destroying themselves through the cycle of people having to have hard times to get better and actually learn skills and work hard, and then they get soft afterwards, and then their kids get really soft and that sort of thing. That happens all normally, but when you add the government into it, it gets way worse, because then what, that's exactly what we're seeing today in a place like the U.S., which used to be quite capitalist. It has been fully capitalist, really, since its inception. It hasn't been, definitely has not been capitalist since 1913 when they first put in the Federal Reserve and the income tax acts in the same year, which is no coincidence whatsoever. It's been kind of a mix of the socialism, and communism, and fascism since then. Jeff: About what you've seen because of the capitalism, because of the free markets, there was quite a bit of free markets in the U.S. There isn't any more, but there used to be quite a bit. You build up all this wealth, and when you have a government, it always seems to skew to these people going, "Well, now that we have quite a wealthy place, we should be quite giving." Yeah, that's great. Give, but what they're talking about is, the government should steal money from everyone, extort everybody, and then give some of it to some people, which is absolutely heinous, and evil, and destroys everything. Jeff: Even the welfare system destroys the people on welfare, but as I was mentioning, like that whole cycle would happen probably quite normally unless people start to wake up and realize what they're doing, but the fact that we have governments today makes it so much worse, because that's what we're seeing in the U.S. You even see communism is really catching on in the U.S., because you've got all these pampered little kids. They sit there on their MacBook Pro at Starbucks ranting about how evil capitalism is and saying they want communism, and they don't even look up the last 100 years of what communism has brought a lot of places, like the Soviet Union, or Cuba, or Venezuela, and places like that. Jeff: They just, because they're so soft, and they've never really done anything, that's why they call them little snowflakes and things like that, and they become social justice warriors. Really, they're just non-player characters, NPCs, but yeah, the big problem with that whole cycle is government. If we can get government out of the way, then you'd have families destroying themselves over time over and over and not realizing the problems that they keep creating for themselves, but they wouldn't force it all on the rest of us through government. Stefan: Yeah. Wow. I mean, this is some really good stuff, and the snowflake thing, the snowflakism's a reason why I wrote Hard Times, because I had some of these snowflakes in my company. I have a company. I got 13 employees, and these little snowflakes were crying, "Oh, you're mean, and I don't love this. This isn't my dream job, and you make me feel like a piece of shit," and I had people showing up late. Just snowflakism all day, and I said, "Where does this come from? Where does the snowflakism come from?" I started writing this book Hard Times, and it's interesting, because what you said is absolutely true. Stefan: We've had some communist subversion come in from the Cold War into our schools, into our churches, into our militaries, everything, and we got this virus in our brain that thinks that communism is going to save inequality, but in history, communism has never worked. It has never worked once. It ends in massive, massive killing and massive death. There's something like 100 million people slaughtered in the last 100 years with communism. It's something brutal. It's the biggest cause of unnatural death, and every 80 years, we think it's going to work somehow. Somebody somewhere's trying communism. Stefan: As an extension, I've been studying communism, I was watching a show with Stefan Molyneux on Freedomain Radio, and he was talking about how feminism actually spawned out of communism when they started talking about equality, and men and women are equal, and next thing you know, in communist Russia, in 1917, when they switched over to communism, you had all sorts of major problems, where there was one crazy stat was, more babies were aborted than were born. You think about that, it's just a big, crazy, evil system. Why do we get this idea that we think that communism's going to save us from our own poverty? Like why does that idea keep coming in every 80 years into different societies around the world? Jeff: Yeah. That's a good question. I wish I knew the real answer, because it makes no sense. Obviously, these people don't look at actual history. As you pointed out, there's never been one ... It's not like there's been one that really worked out well, and they're like, "Oh, we screwed it up a few times." It's like every single one turns into disaster. It actually makes total sense why, because of human nature. For someone like yourself who's read books by Ayn Rand, you kind of understand the individualist sort of a thing, and that people will always do what's in their best interest. That just makes total and normal sense as human being. When you have this system that comes in and you say, "Okay, the guy at the top decides everything that we're all going to do," you don't keep anything from your work, so that makes it so a lot of people don't really want to work anymore, because why would you work if all the incentives go away to ... Jeff: I don't know about you, but when I do work, it's because I know I'm going to get something from it. I'm not just doing it because for no reason whatsoever. A lot of these people, especially ... Well, what's really happened in the West is that they've really pumped it up in the government indoctrination camps. That's why I say to people, "Get your kids out of the government schools. There's nothing that can be worse than that than having government actually teaching you ... " Not teaching, actually indoctrinating your child for like 12 of its most important years of its building of its sense of self, of its intelligence, of everything. Even Vladimir Lenin, of all people, said, "Give me your child for four years and the seed I plant will never be uprooted." Jeff: It starts a lot there, and then you go home in places like the U.S., or Canada, or a lot of places, and you turn on the television programming, and it's called programming for a reason. You get pro-cops, and pro-presidents, and, "The government saved us today," and turn on the news, which is total fake news. It's just government propaganda, and they're like, "Well, we saved this today," and all that sort of stuff. With the cycles that you're talking about, and we're in the snowflake cycle now of sort of this millennials that have never seen anything hard their whole life. To them, the hard thing they've seen is like when there's a long line at Starbucks or something like that. Stefan: No Wi-Fi on the plane. There's no Wi-Fi on the plane today. Darn. Jeff: Yeah, like that's the hardest times they've seen. Because they've gone through this indoctrination and that they're really, I actually stay away from colleges and universities, because it freaks me out to hang around, like they're all zombies, and they're the stupidest people I've ever met in my life. They're all indoctrinated and programmed. You go there, and half the classes are talking about communism and socialism, so they've got them in this sort of thing, and they're all going out there now. We've seen that ... What's that, there's that U.S. politician, some young girl, is just complete and total moron who's just got selected or elected into Congress. It's called Congress because it's a con game, and it's called the Constitution because that's also a con, and all that sort of stuff. Jeff: You've got those people out there pushing this stuff, and these kids just go out, and they think, they don't know anything better. It's very unfortunate, but that's why it's really important that we continue to push out what we push out, which is more free market stuff. A lot of people do catch on to it. It's not as bad as it seems. The worst place that it really is in the world today is the U.S. They've got everyone ... Not everyone, but most people, they're so indoctrinated, and so brainwashed, and so propagandized, but you go to a lot of other places like Mexico here, and a lot of people are pretty free market. They don't like government and things like that. That's why they make Mexico look so bad on the news. That's on purpose, because it's a lot more free market down here. Stefan: It's amazing. I mean, you moved to Mexico. I have this prediction that Russia right now is a freedom-growing country. They're getting more freedom over there. It's like the 1950s U.S. over there, and then over here, it's like we're a freedom-losing country in Canada and the U.S. It's interesting with, you're talking about the universities being scary. When I get a stack of résumés, and I'm hiring, I throw the ones with degrees in the trash. Yeah, they don't- Jeff: Yeah, me too. Stefan: The people can't think for themselves. I remember I went out with this 18-year-old girl, and she wanted a job, so we went out for lunch, and I said, "Okay, look. What do you want to do?" She goes, "I want to start a social media company." I'm like, "Great. Start it." We're eating lunch. I said, "Great. Start it." She says, "Well, I'm in the business school, and I'm going to get my MBA, and I don't think I can start, because I don't know how," and I said, "Well, go google that. Just start." "Oh, I don't think I know how. I'm not qualified." The school system literally disabled her mind from figuring out how she could just start a social media company. Stefan: I mean, I got some guys running my social media. They're 18, 19 years old, and I just met them at a restaurant. Boom, they're banging out my social media like crazy, doing a great job, but this same girl in the government indoctrination camp, as you say, the universities and the schools, can't think for herself. I also think it's interesting in the colleges and universities right now, the number one read book on economics is Karl Marx. That's just like, that just doesn't make sense. Why don't you tell me a bit, Jeff, why does Karl Marx as the number one economics book not make sense? Jeff: Oh, my God. First of all, he knows nothing about economics. He was a homeless guy who had no money, and he wrote a ... If I was around when he wrote the book, I would have given it a few minutes, or even maybe a few days, maybe even a month or two, of thought, because it sounds really good. Right? Like what is the communist sort of slogan? It is, "Give to-" Stefan: Seize the means of production? Jeff: No, but they have this slogan like, "Someone's needs ... " Stefan: Oh, "To every man's need," or, "To the best of his ability and every man's need," or something like that. Jeff: Something, but basically what it's saying is ... See, that's how stupid it is. I don't even memorize the stupid quote, but basically, it sounds nice. It sounds like, "Yeah, if people can't do things, then you help them." It's like, "Yeah, sounds great," but the way they're talking about is, you have this giant government. They come around. They steal things from people, and they decide who gets your money, essentially, and things like that. Yeah, and it's shocking that ... It's really mostly caught on in the U.S. Like obviously, if you go to the ... You brought up Russia. If you go to Russia, no one wants to read Karl Marx. They'd probably burn that book if they saw it, just because they'd be so angry at it. Jeff: Anyone who's actually lived through communism, a lot of the old Soviet Union, the Eastern Bloc, Poland, and a lot of those places, even Germany to an extent, they still remember a lot of that. That's all you need to know about communism is live through it, and you realize it. That's one thing that I always thought that's funny is, you have all these people like Bernie Sanders and all these people, and they're so pro-communism and socialism and all these sort of things. It's like, have you ever even just gone to Venezuela even for a weekend? Because I was there like a year and a half ago, and it was pretty bad. Jeff: I remember being there about 15 years ago, and it was really nice. In fact, you can look up Venezuela back in the '60s and '70s. It looked just as nice as what you see in the videos of the U.S. People got around in nice cars, looking all nice. Everyone's looking good and happy, and they have lots of food and all that sort of stuff, and now it's just a complete and total disaster, so ... Yeah, you have some people still ... It's mostly in the U.S., though, I have to say [inaudible 00:23:04]. Jeff: I meet a lot of people from the U.S., and they say, "Man, this whole world's going to hell." It's like, actually, it's not too bad. Most of the world is pretty good. It's really the U.S. is like, and Canada is almost just as bad now, and when you go to the universities, as you pointed out, and I do the same thing, I have only hired one university graduate ever, and it turned into the biggest disaster I've ever had. He was actually a producer at CNBC, I hired him in 1999 to head up a video department of a internet company I had, and he was a total disaster. He was an MBA, and I had all the, all that stuff, and I ended up having to pay him out like two years' salary to get him to leave, that sort of- Stefan: Oh, my God. Jeff: But yeah, so I just stay away from the universities. As you pointed out, if I ... I've got a number of businesses myself, so if someone's interested in working with us, I'll ask them what they do, and if they go, "Well, I just spent the last eight years in university," I'm like, "Well, you don't make very good decisions, do you? You [inaudible 00:24:00]-" Stefan: Bro, I'm going to give you a gong for that. Boom. I want you to instant replay that for the kids at home. "If you're hanging out in university the last eight years, you don't make very good decisions, do you?" Tell me why that's a bad decision in 2019. Jeff: Well, I'm sure there's probably a couple courses you could take in college that make some sense somehow. I've never seen them, though, but I ... There must be a couple, but the reason that it makes no sense in 2018, 2019, is because we have the internet now, and all information is on the internet. You don't have to pay $100,000 a year to go sit in a room with probably a unionized teacher who's never done anything his whole life, that's why he's a teacher, he doesn't know anything, and sit there with a bunch of other idiots like you, because you don't know anything, they don't know anything, and learn about socialism-type stuff pumped into you. It's a complete and total waste of time. Really, the best- Stefan: You mean it's a virgin sex therapy class, so the guy teaching, it's a virgin, but he's teaching sex therapy to everybody? Jeff: Yeah, that's one good way to put it, but yeah. It's just a waste of time. I think trade schools or something, where if you're going to become a mechanic, so you have to work on cars, so you can't really do that over the internet, I think that makes some sense, but 90-percent-plus of what you go to college for is just a complete and total waste of time that you could just totally learn much better stuff on the internet. It actually just came out, I don't know if you heard this, but Google and Facebook just said that they've removed university education as one of the requirements to work there. I think they're really slow and late to do that, but I think they're starting to realize, it's like, "Man, the people we're getting from the schools are just brainwashed idiots, whereas the young guy who's sitting at home just hacking away, and going on the internet all day, and figuring everything out, those are the kind of guys you want." Stefan: Yeah. I got a policy in my office, and when people come to me and ask for stuff, I say, "Google it, or handle it." Those are the two things, handle it, google it. Google and ... I think it was Google, Apple, Facebook, they don't need degrees anymore. I think that's been going on for some time, but it's an official statement now. Right? That's like super, super official. Jeff, let's go back to collapse of society and things like that. One thing that's common in history, and I've studied it over and over again when these collapses happen, it's usually, the people can't buy bread. The nonsense can keep going on. The ... Stefan: I've got the numbers in my book here, Hard Times, about minimum wage, and minimum wage in 1968, indexed to gold, is 103,000 dollars U.S., so you work at McDonald's, you made one cheeseburger, one hamburger, French fries, Coke, and a milkshake, you made 103 grand in purchasing power back then, indexed to gold. Same guy today making a cheeseburger, hamburger, French fries, well, he has to make 150 items down at McDonald's. They got a crazy menu. Stefan: Same guy at McDonald's makes 13,000 a year, so he's lost 90% of his purchasing power indexed to gold, and this shenanigan with the money system where the banks and the government rob people through inflation every year, and then suddenly, at some point, it keeps going, going, going, going until the average man can't buy bread. That's when the Russian Revolution happens. That's when the French Revolution happens. Why does that pattern keep happening over and over again? Jeff: Well, first, let me just mention that the reason that these jobs have gone so far down in value is because of the central bank. It's because of money printing and inflation, and that's why you pointed out those numbers in inflation terms. You have a lot of people out there today who are like, "We need to raise the minimum wage," which is, what you're saying is, "We need these people who extort us, called the government, to go out with guns and force businesses to pay us more because we can't afford to live." Well, the reason you can't afford to live is because you've had most of your stuff stolen from you by the central bank, and the central bank, by the way, is a tenet of communism, and that's why I say the U.S. is nothing even close to capitalism today. Jeff: Actual communism has already destroyed most of these people. You ask about revolutions, and yeah, it seems that people, this is one thing you can say about anarchy, a lot of people think about anarchy, "Well, if there was not government, it'd just be chaos, and horrible, and everyone would just kill each other." It's actually not true. Your average person, and this relates to your question, your average person just really doesn't want to do too much. They want to have a nice little life. They want to have a family or whatever, or they don't, but they want something nice, and that's about it. They don't want to go out and rock the boat too much. Your average person just does not want to rock the boat, and that's what ... Jeff: That's one of the problems we have today is, we have the statist system, and most people are just too scared to change it, but it appears, at some point, when you finally run out of even just food, and you can't even eat anymore, that's when finally people start to wake up, and stand up, and demand some sort of change. When I say demand, the problem is, they're demanding from the government change. What they should really realize is, the government caused it, the central bank caused it, and just break away from this system and stand up and become their own person and not be a slave to the systems, but yeah, it's unfortunate that your average person, for whatever reason, will wait until they're basically starving before they actually face the real problems in the world. Stefan: It's interesting in history, I think Putin kicked out the central banks. Is that right? Jeff: I'm not sure if Putin did, but the ruble basically collapsed. I don't think they had a central bank, definitely, at the start there. Stefan: Well, I've heard Putin's kicked out the central banks. I think it's interesting is, Hitler did that back in the day. I guess Germany was so poor, and they were so messed up, and they couldn't make their war reparation payments. They just couldn't pay, and that's how World War II started is, a bunch of people, super poor, couldn't pay their payments, boom, world war starts. It's interesting, because somehow, in the system, the political system, they go right versus left, and the right versus the left, and the left versus the right. Really, it's the same kind of thing. Nobody points the finger at the central banks. Stefan: One thing I love about America that still stands is, there's 300 million guns in the States and 300 million people, and they keep that gun amendment in there because they know that tyranny's going to come at some point. They left that in there, and if people can't buy bread, or they're really hungry, that's where those 300 million people with guns are going to rise up. Do you think we're going to see something like that in our lifetimes? Jeff: Yeah, definitely, because the U.S. is going to collapse in the next few years. It's not going to be decades, because it's so bankrupt. We have 22 trillion dollars' worth of debt now, so we're basically ... I said when I started The Dollar Vigilante that the U.S. dollar will collapse by the end of this decade, so we've got about a year left. I think we're pretty close to on track. That's how close we are to the end of this system. Yeah, we're definitely going to see collapses anyway. As far as people in the U.S. having guns, I think all people should have the right to defend themselves, obviously. I don't think anyone should be able to say, "You can't have this," if you're not hurting anyone else, and that's what government does, of course. It's very good. That's the only thing left in the U.S. that is keeping it from being complete and total carnage is that the people still can protect themselves, so the government has to be very careful about how they enslave everyone, but they've done an incredibly good job of enslaving people. Jeff: When you think about how the U.S. started, it started over the Tea Party, where it was a tax from England on tea, and that was it. It wasn't a tax on everything else, income tax, and capital gains tax, and smoking tax, and hotel tax, and food tax, and all this sort of stuff. It was just a little tax on tea, and that started the so-called American Revolution. Now you have people in the U.S. today where you have taxes that are over 50%. It's probably closer to 60 or 70% when you add up all the taxes, because literally every single thing in the U.S. is taxed today, including death. Death has a tax, and so when you die you get taxed. You still don't have people wanting to revolt. It's because, again, people are fairly, if they have a decent life, they don't tend to want to change things too much. You look at the U.S. and your average person, even poor people have a television. They probably even have a car. Even poor people have cars in the U.S. Jeff: That's how much free markets, even the poorest people are still ahead of a lot of other people in the world, and so because of that, they don't really want to have a revolt or anything like that. Plus, they don't even ... Because of all the years of government indoctrination and all the war propaganda about how they're trying to save the world by spreading freedom by bombing the entire world in the War on Terror, war of terror. It's absolutely insane, but your average person just doesn't seem to want to even break out of this system. Jeff: What's going to probably happen is, that system's going to collapse on its own because of all the debt and go into hyperinflation. Then hopefully, and you brought up about how Russia's become much more free market now. That's what happens. The same cycles that you mentioned before when you have countries, they usually start off quite small and poor. Even the U.S. was like that when it first started. Because it had a lot of freedom, it becomes quite rich. Then they get soft because of that and because of government and statism, they start doing socialism and all these sort of things which start to destroy everything. They start putting kids into the government schools and all that, and they get worse and worse until they eventually totally collapse, like the Soviet Union. Once it has a total collapse, then you can actually have free markets again. The U.S. actually, once this collapse happens, and after a few weeks or months, and that's sort of what happened in the Soviet Union as well, it takes a little bit of time, like weeks or months, definitely not years, then you can start to rebuild immediately again with free markets. Jeff: We've seen how the free markets, if you just allow people to be free, you just have to look at places like Hong Kong. That was a fishing village like 200 years ago. Look at it now. I don't know if you've ever been there. It's amazing to even go there. Singapore, even 100 years ago, was a fishing village. It's now one of the most luxurious, wealthy places in the world. Dubai was just desert. They just started doing like low-tax, no-tax sort of stuff, and all of a sudden, there you got like indoor ski parks in the hot, 150-degree desert. Once you have like all this tyranny, it will eventually collapse. Then once it collapses, you have freedom again, and then things take off again. Jeff: Really, that's the whole point of what I do at The Dollar Vigilante is, that's our actual tagline, which is, "Helping you to survive and prosper during and after the dollar collapse," because if you can hold on to some of your assets, and if you can get through this collapse that's coming, we're going to go on to amazing, prosperous times again, but if you have no assets, you'll have to work a lot harder to get back up, but if you have kept some of your assets and things like precious metals or cryptocurrencies, once everyone else gets wiped out, and all the banks close, and the currency becomes worthless, you'll be one of the richest guys around, and then you can start rebuilding the new free market. Stefan: Yeah. There's two cycles that are coming to an end. I wrote about this in my book, Hard Times. One is the 2020, which is that 80-year cycle of war. That's an important one to watch. Hard Times Create Strong Men. Then the other one is the 250-year cycle of democracy. Democracies only last about 250 years, so if the U.S. was born in 1776, it's going to be dead by 2026, so somewhere between 2020 and 2026, we know there's probably going to be an end of democracy, probably usually goes democracy into tyranny, and then tyranny back into monarchy usually is what happens. We'll see something happen. Do you think it's going to go back to tyranny and monarchy, or do you think it's going to go just to open freedom? Jeff: Yeah. A really good question. I don't know how it's going to play out. I could definitely see the tyranny part coming after this. What will likely happen, and probably be Trump will be in, his regime will be in as this collapse happens. As everyone's gets wiped out, as the banks close, as it's complete, way worse than 1929, Great Depression, someone like Trump will become sort of like Hitler-like in that sense, in that he will be the strongman who will lead the country out of this. Because of that, we're going to need more laws, and of course, Trump has been pro-asset, civil forfeitures, having the police just take whatever they want. He even came out recently and said that he's okay if the cops go and just take everyone's guns and then figure out if they did the right thing afterwards and go to court in that afterwards, so no due process and things like that. Yeah, I could totally see that we have this collapse in the next couple years. Jeff: It leads into a very sort of like Nazi Germany like sort of like tyranny type thing, and perhaps war, because the U.S. does have a massive amount of military just sitting there, and of course, if you're desperate, and if you're broke, and if your people are all crying out for something to be done, and of course, what do they always say on the news, the television programming? "Well, it's always Russia. Russia's always messing with us." Russia's not doing anything to the U.S. whatsoever, but they've been putting this into place, and they also mention China a lot. Yeah, they'll probably go into some sort of major war at some point. The key for people like us will be to stay outside of it and let them all go through this, again, if they want to go through this again, which is unbelievable. Jeff: There's lots of stories of people surviving through all of these, World War II, World War I, the Great Depression, and coming out way ahead afterwards, and even surviving quite well through it. A lot of them would go to places like Argentina or whatever for a few years, wait till all the craziness dies down with their assets and things like that. That's really the key, and to me, it's, we can't change everyone else. I wish we could, but we can't. Jeff: Actually, I don't wish I could. That'd be a huge responsibility, to change everyone else, but I wish that they would be a bit more able to see what's going on, but if they can't, really all that's left for us to do is to take care of ourselves and to keep spreading this information the ways that we can do it, but if they're going to go ahead and destroy the whole world with their statism, and their craziness, and their communism, and socialism, and fascism again, then it's really just up to us to survive and prosper through it and then try to be there to help rebuild once they get through doing it all again. Stefan: There's two interesting things that come to mind when you say that. There's the Hitler-Trump connection, which I think is super interesting. There's two things I want to allude to. There's the Hitler-Trump connection, and then there's another one, an Abraham Lincoln and Trump connection. When you look back in history, so if we go back 80 years to World War II, Germany was one of the most advanced civilizations on the planet, probably actually was the most advanced in science and medicine. They were so broke, they were so poor, they were so hungry, they were so messed up that the Nazis became popular, because Hitler was offering them a better life. He said, "Look, here's a better life. We can have a better way." People got behind that, the most sophisticated, probably, society on the planet went into absolute terror at that time. Stefan: I think there's a similar thing going on in the U.S. You've got a huge amount of people on food stamps. People are poor. People are pissed off, so they elect a strong leader. It's not ... It's interesting, like if it wasn't Hitler back in World War II, it probably would have been somebody else leading them, because the people were so poor and so messed up ... I like what Jordan Peterson said in the summary. He said, "You don't have an idea. An idea has you." That idea had Nazi Germany. I think there's a similar idea in the Brexit right now. There's a similar idea in the United States, and then that's the 80-year cycle. Stefan: If you go back 80 years before, you got the Civil War, the American Civil War, and Abraham Lincoln got shot. It's interesting, because Lincoln was a guy that wasn't totally popular with half the country. He got assassinated, and those things are all kind of floating around. You got a Trump, Trump-Hitler-like ruler there. I mean, I actually like Trump, personally, but at the end of the day, there's a sentiment in the country and a feeling around that that's Hitler-like, and then there's also an Abraham Lincoln kind of feeling where do you think he could get assassinated? Jeff: Look, I think it's possible. I think most of those sort of things, they're all actually orchestrated. JFK, for example, I believe that was Lyndon B. Johnson and the CIA who took him out. Ronald Reagan, that was the first Bush, the one who just died, George W. Bush, or sorry, George Bush, who was behind the assassination attempt, so-called assassination attempt, on Ronald Reagan. It's usually like an inside sort of a thing. It's really controlled. It's really theater. They actually keep all these things, including Putin, including little Kim in North Korea. They're all controlled by the same people, and it's just this big theater to keep people just mesmerized and watching their CNN and, "Oh, what did Trump say today," and all that. It's just no different than people in North Korea like, "What did little Kim say today? What are we supposed to do today?" Jeff: That sort of a thing, but anything is possible, but it is pretty tough to assassinate the president, as an outsider, but as an insider, it's not that hard, but they also seem to have some sort of weird like almost like protection around them. Like even George W. Bush, when he was in Iraq and the guy stood up at the media thing, and he was very mad, because Bush had been destroying his country and killing his family and all that sort of stuff, and he threw one shoe, and Bush just did the little dodge and just missed him, and then threw another shoe, and he just ... It's like, I don't know what it is with these people. They're kind of like, I don't know what it is, but it seems like he can't really get to them that way, not physically violent sort of thing. I think the only way we get rid of all of this is for people to wake up and realize that these people don't own you, and start to move away from these systems, and these people just go away and have to get real jobs. Stefan: I think one of the problems with human nature and people, I mean, you were talking about human nature and communism, where human nature doesn't work inside of communism, and then there's also another side of human nature, which is, I think humans have a hero worship, innate hero worship ability where we see someone, we see a leader, and we just want to worship them, and we want them to handle our problems. We want to have a personal Jesus. We want to have somebody we can just give it all to. Somehow, that's going to be the easy button. It'll all be solved, and then we don't have to think or deal with anything. Would you say that's true? Jeff: Oh, absolutely. That's exactly what government, it really is. That's what government always does. You look at every election. They come up there, and they give all these promises. "I'm going to solve this for you. I'm going to solve that." They never solve anything. They're just extorting you and destroying everything in the process, and making everything worse in the process, but yeah. That's absolutely the case is, your average person just won't take responsibility for themselves and just say, "I don't need this person to run this entire country for me. I can run myself," and that sort of a thing. Of course, it gets a little interesting how that would all, we've been in statism now for hundreds of years, so to actually break away from it's going to be difficult. Jeff: That's actually why we're starting up numerous sort of countries across the world now, so we've started Liberland in Europe, which is near Croatia and Serbia, which is a new sort of anarcho-capitalist country that's just being started, and there's some few others working on buying some islands, and we're going to start some totally anarcho-capitalist free sort of places there. We're also seasteading, so we're trying to start up in the ocean, start up our own little, what you call countries. None of them are really like countries, because there's no real government, but it's a place that we're going to start up that it's going to be completely free. Then through that, hopefully we could show the world, because they've never really seen it, what life would be like in a true free market. Jeff: If, all evidence seems to point to when you have a totally free market that it's incredibly good for most people. It just increases the wealth dramatically, as we've seen, as I pointed out, in places like Hong Kong, Singapore, Dubai. Whenever you have a lot of freedom, everything gets a lot more prosperous. The only sort of question a lot of people have is, "What if you have total freedom? What would happen?" We don't really have any good examples for that yet, so we're hoping to start do that in the next couple of years and try to show the world the light that, really, this governmental sort of statism system with central banks, and all these sort of things, are just absolutely terrible. The best thing for all humanity is to get rid of those sort of things and not have a belief in their authority. Stefan: Sounds like a page out of Atlas Shrugged right now. You got all the productive smart people wanting to go start their own country or start their own island. This is, it's just human nature. It's all written down in the book. It's all happened before, and here's a thought, Jeff. I don't know if you thought about this. At some point, there probably was some nice, true freedom in the Wild West, maybe, Wild West America or some place, and then at some point, the people organized themselves. At some point, there's a government. At some point, there's a king. At some point, there's a good king. He dies, and then you got his son, the bad king. Stefan: Do you think we've had freedom in history at some point, like true freedom, and then it just got consolidated into power? Because it seems to me that whether you look at a market like a real estate market, or you look at a Monopoly board, or you look at anything in life with humans, it seems that there's like always a consolidation going on. There's a consolidation at some point where somebody just ends up taking over, and we just end up in that over and over again, and the dominoes fall down at some point. We reset. Do you think we can actually exist as free people, like truly, or do you think someone's going to seize power at some point? Jeff: Well, the thing is, if you have enough people who actually believe that freedom is the way to go, and they want to do that, then no one can seize power, because there's nothing there to seize. You pointed out rightly that over history, it appears that people have always been okay with giving away their power to someone else and hoping this guy takes care of them all, and that never works out for the best, just like communism, it just never works out well. Jeff: Yeah, that's actually been the case over time is that people seem to have always sort of gravitated into these sort of things, but at the same time, when you think about life even today, we actually live in a state of complete anarchy right now. It just so happens that there's a lot of governments on earth which you can just consider to be criminal organizations who are stealing and extorting people, and kidnapping people, and forcing them to do things they don't want to do, but we actually live in a state of anarchy. Jeff: Your average person, actually, every single day of their life, pretty much lives in anarchy. When you're in your home, or you're talking to your friends, or you go to work, that's just anarchy. That's just day-to-day life, and there's no one there telling you what to do, except for a street cop or whatever, a road pirate who might try to extort you if he thinks you're going a little too fast over a arbitrary speed limit or things like that, but generally kind of already live in anarchy. Really, the important thing to understand is that the word "government," what it really means, "govern" is, the word "govern" comes from the Latin [Latin 00:46:24] which means to control, which makes a lot of sense, and the word "ment." Jeff: There's a lot of different sort of where that came from, but I lived here in Mexico, Spanish, [Spanish 00:46:34] is mind, so really, government is mind control. It's controlling people's minds to make them believe that this thing has authority over them and that it's sort of taking care of them as well. This is where we get into Stockholm syndrome and things like that, where people actually begin to really adore their kidnapper, the person who has basically kept them enslaved. I see [inaudible 00:46:56]- Stefan: I wanted to give a gong. At some point, you got to stop for me to give you a gong. I didn't know that "government" meant mind control. It's really interesting, because if you control the information, you control the thoughts, and if you control the thoughts, you control the stories. You control the stories, you control the beliefs. If you control the beliefs, you control reality. It's almost like ... In Hard Times, I talk about we almost live in a 1984 future from George Orwell, and some of it's like Brave New World, Aldous Huxley, which was Orwell's mentor. We got half of our stuff is the American Aldous Huxley Brave New World future with orgies, and synthetic music, and all these women with narrow hips that don't bear children anymore, and we have alphas, and betas, and gammas, and deltas and all that stuff, and epsilons. Stefan: Then the other part of our world is like the 1984 future where there's three gigantic powers that are always at war with each other, and it's like a Stalinist future. What do you think about those two books right now, Jeff, like 1984, Brave New World, and what we got going on right now? Jeff: Yeah. Both those guys, both, I think they went, both went to Oxford or one of those major schools. They hung out with the same people like the Bush crime family and all those, so they hung out with what you could call the elites, or some people call them the Illuminati or whatever words you want to put to these sort of secret societies that mostly sort of are in these schools like Oxford and stuff like that. They were actually good friends, as you pointed out, and it's really amazing that that long ago, what is it, like 60, 70, 80 years ago, they wrote- Stefan: It was 1945- Jeff: ... these books. Stefan: ... I think. It was like right after World War II the books came out. Jeff: Yeah, so I can't do the math. I went to government schools, but 70 years ago, whatever it was, and they've really just roadmapped the exact both ways that we're going. Actually, they're both happening at the same time. The Aldous Huxley, Brave New World, that was a lot of bread and circuses. The people would be too dumbed down, which we're seeing, through fluoridization in the water, through all the government indoctrination camps, through the television programming, all that sort of stuff. People are just watching the Kardashians and all that. Jeff: The sports, so the sports ball games, and that sort of thing, so people, that's what Aldous Huxley was saying is, people would be too dumbed down and too into these things like sports and entertainment to even notice that they're enslaved. That's what we have today, especially in the U.S. Then on the other side, there was Orwell went the other way with a bit more it's like a hard, top-down dictatorship. You can't say anything. Everything's the opposite of what it means in political speak, which is what we have today. You brought up about how there's these certain sectors of the world that always at war. East Oceania's always at war with whatever the other one was. That's what we have today. It's like, who's at war with who? This War on Terror, it's a war on a feeling. It's a war on, it's like terror is a feeling. It's like, "I was terrified when I saw that. We need a war against that." It's like- Stefan: Well, we got the- Jeff: ... "Who are you [inaudible 00:49:47]" Stefan: ... War on Drugs which doesn't work. We got the War on Terror that doesn't work. You got the War on Cancer that doesn't work. You got all these wars. They keep just funneling money into a couple dudes' pockets, and the War on Drugs makes drugs worse. The War on Cancer makes cancer worse. The War on Terror makes terrorism worse. It's pretty scary how those things just simply don't work. Jeff: Yeah, and it's all by design, like the people who really do these things know this is what's going to happen. It's just sad that people keep falling for it, but people are slowly waking up thanks to the internet. Yeah, I even saw like, who's that blonde, fairly not attractive, woman on U.S. TV who's like a really mean, nasty sort of ... Anyway. She just came out, and she just said all these wars are just stupid. They're just like, like we shouldn't be doing them. She was like a total war sort of a person. This just came out. Jeff: People are starting to wake up, but the biggest issue is, they don't know what the answer is, and so that's why they keep going back to what you pointed out, which is this false left-right paradigm, which they tell everyone that's all there is. There's left or right or somewhere in the middle and there's nothing else, but that's a very narrow range of political spectrum. That's basically statism right there, and you can have left or right in statism, but there's a whole other spectrum of just not having governments whatsoever that could really free a lot of people. It's really growing, actually, like when we first started Anarchast, Anarchapulco, Anarchapulco started five years ago. It was 150 people. We're now expecting about 3,000 people. It's doubled every year. Stefan: Wow. Jeff: My show, Anarchast, a lot of people said no one had ever watched the show, but anarchy, that's crazy. They think anarchy is throwing bombs and all this sort of stuff, but it's catching on. People are catching on to a lot of this stuff now, so we're going to see what happens. We're at an amazing time in human history, because all these things are coming to a head all at the same time. All these governments are bankrupt. The central banks are about to go into hyperinflation. Then we have people waking up and starting to realize what's going on, and then you still have all these people in the universities who think that communism's the way out, so they'll probably try to push for that. Jeff: It's just amazing, incredible time, and there's going to be so much change in the next 10 years. I don't think anyone will believe what happens over the next 10 years. I couldn't even imagine what will happen, but I know it's going to be mind-blowing what happens. It's going to be that much change. Stefan: Yeah. It's unbelievable. Now, Jeff, I got to wrap up the show, but I want to ask you a couple questions I ask every guest, because I think they're cool. If you can go back in time to, let's say, 15-year-old Jeff and give yourself a piece of advice, what's a piece of advice you'd give yourself? Jeff: Oh, man. That's a good question. I would say work on yourself. I really just started working on myself over the last couple of years. I'm like 48 years old now, and it's changed my life dramatically. I didn't deal with a lot of my past issues, childhood issues, a lot of the programming that we get from our cult, our culture they call it, but our cult, through our younger years. That still stays in your head. I think if I would have, if I could go back, I'd say, "Buy Bitcoin as soon as you hear about it," and I'd- Stefan: [inaudible 00:52:55]. Jeff: ... say, "Work on yourself," like- Stefan: [inaudible 00:52:57] man. Jeff: I'd probably also say, "Don't go to the bars that much. Don't be having a lot of drunken sex. It's a total waste of time. Try to find a good girlfriend. Try to fix yourself and work on yourself more than anything." That's what I'd tell him. Stefan: Wow. Great answer. Top three books that changed your life. Jeff: A good question again. We talked about G. Edward Griffin earlier. The Creature from Jekyll Island was one of the first books that got me looking into all this stuff that I talk about today. That was a really important to my life. I'd say The Lord of the Rings is, I read it when I was very young. I used to love to read. I was probably like 12 or something. This giant book, it's even bigger than your book there. What I didn't realize about The Lord of the Rings that is interesting, I love the book, and I loved everything about it, and it wasn't until a couple years ago I realized that that ring of power was actually a metaphor for government power. I actually looked- Stefan: Wow. Jeff: ... into it a couple years ago, and J. R. R. Tolkien, who wrote the book, called himself an anarchist, so that entire book was an allegory about the problems caused by government. Those two books are pretty good. I guess the third book that I thought was really interesting, and it's like a pamphlet. You can read it in about two hours. It's called The Market for Liberty. You can actually find it online for free in PDF format, and it shows what the world could be like without government. When I read that book, it just blew my mind, because I'm sure if you even read it, you'd go, you'd be like me, you'd be like, "Wow, I never thought things could work that way or that ... " Jeff: They actually thought about how things would work without government, so there'd be like private security companies. Well, how would that work? Well, there'd be insurance as well, so the insurance companies ... For example, like people go, "Well, how would you put out fires without the government?" Which is kind of funny, because the government rarely puts out fires [inaudible 00:54:34]. Stefan: Fire insurance. Jeff: Yeah. Fire insurance, and then the insurance companies have all this insurance money, and they'll have to pay out a ton if there's a giant fire, so they actually put out fire stuff, and fire stations, and all that kind of stuff so it can all work in the free market. I think that book really, in just such a small amount of time, can really just show how the free market can handle everything. Stefan: Yeah. Well, that's great. I always, people say, "Well, who's going to pay for the roads?" Well, you just tax cars and gasoline. If you got a car and gas- Jeff: Not even tax, right, but like the businesses would own the roads. You would never put up ... Let's say you're Walmart, and you want to put up a Walmart somewhere and there's no road there. You're going to build the road, because you want people to get to your thing. Plus, not to mention there's already all roads. All roads that already exist. I don't know why people think they'll just disappear, but obviously like gas stations would have a giant interest to making sure there was roads, so they would probably do something. The gas stations would all work together and say, "Okay, let's take 10% of all of our money that we make every month and put it into maintaining the roads." Right? It's fairly basic sort of stuff. Stefan: Right. All right. Second last question today, Jeff. What's the one thing that young people need to succeed these days? Let's talk to the snowflakes. Let's talk to the millennials, the guy with the MacBook Pro at Starbucks. What's something you want to say to h
Jeff Neumeister, Founder and CEO of Neumeister & Associates, joins us today to talk about cryptocurrency taxes, a confounding area of tax law (what isn’t?) and one that you should master if you are an investor in digital currency. Because what you don’t know could have an adverse impact on your pocketbook. That’s what happened to one U.S. college student in 2017 who invested $5,000 in Ethereum and somehow would up owing the IRS $400,000 in taxes. Yes, you stand to benefit greatly from understanding how the IRS views crypto (Hint: It’s in the same category as your house). And you’ll learn the cardinal rule of crypto taxation: The buck stops with you. This is specially important this year after the 2018 market crash since many investors are selling their cryptocurrency and fleeing the market, without full knowledge of the tsunami of capital gains liabilities that these transactions may be triggering. A forensic accountant by trade, Jeff brings great credibility to the task of walking us through the minefields of crypto taxes. He offers practical tips on everything from what constitutes a taxable event to what makes crypto taxes so challenging and how mined coins are taxed. That’s just a few of the questions Jeff answers in this episode. You’ll come away feeling a lot more confident about understanding your tax burden as you stagger into your tax prep marathon. Topics Covered in this Conversation with Jeff Neumeister What makes crypto taxes so challenging. What constitutes a taxable event? What is the difference between short-term and long-term gains? How are mined coins taxed? What happens if I give some coins as a gift, or someone gives me crypto? Do I have to pay tax on coins that were hacked? What happens if I lose some coins? What are the acceptable ways to report coin gains? What are the biggest obstacles to easily filing crypto taxes? Increasingly, there are charities that accept crypto. Is that something that would be helpful at tax time? How are exchanges doing in terms of making it easy for investors to file taxes? Can crypto losses be balanced against traditional fiat capital losses. What’s the craziest thing you’ve ever seen or heard with it comes to filing or not filing crypto taxes. Let’s step back a bit and look at the process involved - let’s look at two scenarios: Scenario A: Let’s say you are Sally Fey, a beginner investor in 2017 and you got all caught up in the buying and selling during the Bull Market and you didn’t track all the coins you traded across multiple exchanges nor did you jot down the buy/sell price for each transaction. Now your taxes are looming and you have your head in your hands. How do you regroup? Scenario B: Unlike Sally Fey, you are Matt Jones -- a beginner investor in 2019 and it’s a Bear Market and you’ve been told now is the time to buy. You’re starting with a clean slate. You’ve set up your exchange accounts, you are ready to trade. What’s good tax hygiene you should follow from Day One and on to Day 365 to simplify your tax headache for the year? Can you get away with NOT paying crypto taxes? What are the penalties for non-compliance? Any closing thoughts on how to make our crypto tax lives easier? Questions and Comments? chasingunicorns@gem.co Guest Contact Information Jeff Neumeister Website | LinkedIn | Twitter Resource Links: 3 Ways the IRS Is Taxing Cryptocurrencies Taxes and crypto Turning your 2018 Bitcoin and Crypto Losses into Tax Savings What You Don’t Know About Crypto Taxes Can Hurt You Tax Nightmare: Student Invested $5k in Ethereum & Now Owes $400k in Taxes 4 things to know about your cryptocurrency at tax time Year-End Tax Tips And Strategies For Cryptocurrency Investors IRS Guidelines Transcript: Interview with Jeff Neumeister Interview Recorded On: November 12 Topic: Crypto Taxes Chitra: Hello, and welcome to Running with Unicorns, your portal to the world of cryptocurrency. I'm Chitra Ragavan, Chief Strategy Officer at Gem. It's that time of year again, and your crypto taxes are looming. Here's what you can do about it. Our guest today is going to walk us through the ins and outs of crypto tax filing. Jeff Neumeister is CEO and Founder of Neumeister & Associates, an LA-based tax advisory firm with a growing practice in crypto taxes. Jeff, welcome to the program. Jeff: Thank you. Chitra: What makes filing crypto taxes so challenging? Jeff: It'd be probably because there are so many different things that are happening in the crypto world. It's not just mining coins or just trading coins, but there are forks, airdrops. There's just a lot happening. Because it's a new space, it's a lot that the taxing authorities are still trying to wrap their heads around. Chitra: Let's start with the basics. What constitutes a taxable event in cryptocurrency? Jeff: A taxable event is anything that results in a tax obligation or a potential tax obligation. That could be selling something, it could be generating income, it could be incurring a expense. Chitra: Is it different than in regular taxes? What are the differences and similarities? Jeff: It's similar in concept, except with cryptos there's just, again, so much more going on. Normally, if someone is just, say, a W2 earner, they have a paycheck, and that's the sole source of income that is subject to tax. With cryptos, however, if you're mining and trading in the ICO world, there's so many things that are happening that you're constantly subjected to different types of taxes. Chitra: One of the basic things one needs to know is short-term and long-term gains. How does that work? Jeff: Short-term gains just refer to anything, anytime you hold an asset or a piece of property for less than 12 months. Long-term is anything above that. Now, they also come along with different taxable rates. With long-term capital gains, it could be anywhere from 0 to 20%, so much better than what most of us pay with taxes for our income earnings. For short-term gains, it's anywhere from 10 to 37%. Short-term capital gains are essentially the same as ordinary income tax rates. Chitra: Let's look at different types of crypto and how they will be impacted by taxes. Let's start with if you're mining cryptocurrency. How do you account for those? Jeff: Mining's interesting, because it's kind of two things at once. When you mine a coin, or a fraction of a fraction of a coin, you're generating ordinary income, so whatever the value of the mined coin was, or fraction of a coin was, you have to pay ordinary income taxes on that. Then, that also establishes your cost basis in the coin that you now hold. If you do something else with it later on, trade it or sell it, you'll have capital gains on top of that. Chitra: Then, let's look at crypto gifts. If you get a gift of Bitcoin, or Ether, or EOS, how do you handle that when it comes to tax time? Jeff: If you're the receiver of a gift, then you just need to be aware of what the holder's or the donor's cost basis was. If they acquired something for, say, $100 and gave it to you, you need to make sure that you have that down in your records that your cost basis is $100. There's no tax owed on a gift received. However, if you're the gift giver, you might have to do a informational filing, a form 709. What that is is anytime you gift more, at least in 2018, more than $15,000, you have to file a form 709. You don't have to pay gift tax on that, but if you exceed your gift-giving of $5.6 million during the course of your lifetime, then you have to start paying gift taxes. Chitra: If only we could all be so lucky. Jeff: Right. Most of us will never have to worry about that, but make sure that you file a form 709, because there are penalties with not filing. Chitra: Then, can you give crypto to charity? I see that increasingly, there are a lot of, even the Red Cross and other organizations accepting crypto. When that happens, is that a good thing to do, when it comes to tax time? Obviously, it's a good thing to do in any case, but it probably helps with taxes, doesn't it? Jeff: Absolutely. It's just like any charitable contribution, except instead of giving clothes, or fiat, or artwork, or jewelry, you're giving cryptos, yeah. Chitra: It's taxed similarly? Jeff: Yes, mm-hmm (affirmative). Chitra: Then, if you're hacked, what happens? You're losing a bunch of coins because you got hacked. Do you have to pay taxes on that? Jeff: No, but you have to make sure that it's documented. It's the same thing as if someone came into your house and burglarized it, right? It's a casualty loss. That would be an itemized deduction. You have to make sure that you record those things. Chitra: What if you just lose your crypto? Like, they're on some exchange, you don't know where it is, or you've lost the password. Can they figure it out that you have this crypto? How do you account for the missing crypto? Jeff: That's a little bit more challenging. If you no longer have access, say, to your key, and you'll never obtain access, then that could be construed as a casualty loss, as well. If you just say, "I don't know which exchange it's on," hopefully that won't come up if you're audited, yeah. Chitra: And if you are? Jeff: Then, as long as you show a good faith effort in being consistent and transparent with taxing authorities, and they could see that you're not trying to hide anything, then you should be okay. Chitra: Do you hear of people that are trying to hide crypto by claiming losses, that they've lost it? Jeff: Some folks, yeah, yeah. More egregious than that, though, we've had, there was one gentleman that was seeking out a CPA, who made a little over 2.5 million in cryptos, and said, "No, I'm just not going to file. If they want the money, they have to come after me." Chitra: Did they? Jeff: Well, that's what's going to happen over the next couple years, yeah. The IRS has started mounting a task force specialist specifically to investigate cryptocurrency filings. Chitra: Is that going to be an easy task? Will they find people that are scofflaws? Jeff: They will absolutely find people, right? It's going to be interesting in the tax world for the next couple of years, and tax courts, people fighting them. Chitra: You're seeing a lot of new developments in tax filings, in tax law as a result of this? Jeff: Not yet. Really, they're just kind of testing the waters, now. The last, about a year ago, they started issuing subpoenas to exchanges, and they were winning, to get transaction records from them, so they could see what people are trading and how much people are earning, so they could compare that with individual tax returns, to find evidence of those that are evading their taxes. They're just starting to institute those audits now and will be taking these folks to tax court as needed. There's a lot of things that will come out of it, but it hasn't happened yet. Chitra: Because I think, particularly in the early days, there were probably a lot of people who weren't filing taxes. Is there like a statute of limitations, or does it matter if like 10 years ago you weren't filing taxes, and now the IRS is starting to think about this and starting to do these audits? Jeff: There is a statute. It's, generally speaking, three years from the date of which a filing was due, but that's only if it was an innocent mistake. If you're intentionally evading, there's no statute on that. Chitra: How do you report, typically, gains and losses? What's the process? Jeff: The process is usually, you want to have everything calculated, all the transactions. Coin for coin, coin for fiat, and those will be itemized on a form 8949, and summarized on a schedule D, which are attached to the tax returns. Chitra: Having done my crypto taxes this year, it's fairly complicated. It's just, you have to look at every single transaction. Talk a little bit about what that process is like. It's fascinating for me to see the level of detail and how you actually go about finding those records, if somebody hasn't kept those records, and being able to trace the flow of that currency from the exchange to your wallet, or if you're trading, you've got all of these multiple transactions that have taken place, hundreds, maybe thousands of them. Jeff: Yeah, it could get very complicated. That's why a lot of our clients have come to us, to help them untangle these complex array of transactions, ranging from, if they have a few hundred coins that they're trading across multiple years, you can end up having thousands and thousands of cost pulls, because you have to trace every single transaction to its cost basis. Its cost basis depend on whether you used FIFO, LIFO, or HIFO. Chitra: Explain that a little bit. Jeff: Sure, yeah. Those are the manners in which you inventory the cells of different coins. LIFO, last in, first out, that's saying, when you sell a coin, you go to the last time that you had acquired that coin, and you sell it out of that pool. If you're buying and selling coins all day long, go across multiple months, you have many cost pulls, even thousands or tens of thousands of cost pulls. FIFO, first in, first out, is where you sell your oldest coin. What that does is it will result in fewer long-term capital gains, but you're kind of eating up your tax obligation now, versus deferring it to later on. Chitra: Let's say I'm trading, okay? I'm on exchanges, and I'm trading. I'm not really thinking about ... It's not something you think during your trading process, right? It's something you do after the fact. I'm not thinking LIFO and FIFO when I'm like, "Let me find what's my oldest Bitcoin, and let me trade that for Ether." I'm just like, trading. Am I doing the right thing? Is this something you go after the fact, and start to look through it and make those calculations? Jeff: The easiest thing is to maintain good records, so that whoever, whether you're doing it yourself or outsourcing it to a professional like us, then they could go through those records a lot easier, because it does get complicated. As long as you have the information, it could be all untangled. Chitra: What's the largest number of transactions you've done, filing taxes, that you've seen? Thousands, hundreds of thousands? Jeff: Probably in the hundreds of thousands. I think our largest client had a little shy of 200,000 transactions across about 2.5 years. It was a lot. It took a massive amount of manpower, because there isn't a way to fully automate it, yet. We've established a proprietary method to semi-automate portions of it, but not the whole thing. There's still a lot of manual touches that have to be done to it. Chitra: Were you able to do it? Jeff: Yeah, yeah. We were able to untangle all of it. He had a massive tax obligation, but most importantly, it'll keep him compliant with the IRS. He had the cash, right? If you make a million dollars in cryptos, and if you have to pay a few hundred thousand in tax, you know, you're still coming out ahead. Chitra: This is true. What are some of the biggest obstacles today for average investors, when it comes to filing taxes? Jeff: I think having an understanding about how complex the tax aspect is with cryptos, if you're trading, mining, doing anything else. I think just being aware and mindful of that. Chitra: There's also the issue of documentation, right? For example, different exchanges can give you different levels of information about your trades, so at the end of the year, some exchanges will give you a lot of information. Other exchanges give you virtually no information. How do you start to do the detective work to find all of your records? Jeff: That's one of the tricky parts, yeah, because there isn't really any sort of regulation about what all the exchanges have to provide users. There's going to be, and it's moving that direction. For now, it's kind of up to the individual to maintain their own records. If the exchange only provides piecemeal stuff, or in the case of Bittrex that just up and deleted people's information, it's still your obligation to make sure that you're tracking things. Chitra: What happened in that instance where the information was deleted? Jeff: Well, they up and decided just to remove information. Chitra: This was an exchange? Jeff: Yeah, yeah, Bittrex. It's still the user's responsibility to maintain the records. The individuals that were subjected to that, had they downloaded their transactional information, let's say, every week or every month, they would have been okay, right, just in case something does happen to an exchange. That's something we advise our clients to do is don't wait till the end of the year to start pulling your information, even if you're using a CPA like us, right? Pull the information maybe once a month, just in case something happens. Chitra: That's interesting. That's something I've never thought to do. It's kind of surprising that they're allowed to even delete information. Is that going to change, in the future? Jeff: Yeah, there's definitely more pressure in regulation around what the exchanges are doing. Also, keep in mind that a lot of these are foreign exchanges, too, right? The IRS and the federal government only has so much control over what they do. Chitra: Because this is such a global flow of money. Jeff: Exactly. It's a global thing. Right. Chitra: How does the US government, or how is the US government attempting to get a handle on this? Do you feel like the government is kind of playing catch up, now? Jeff: A bit, yeah. I think there was too much downtime from 2014 to now. You know, the last time the IRS issued any formal guidance was in 2014. Chitra: What was that initial guidance? Jeff: It was maybe like a five-page notice, 2014-21, which pretty much just said that it's not legal tender, and to pay your tax on it. There really wasn't much guidance beyond that. Chitra: What happened before then, like 2009 through '14? Was there any guidance? Jeff: Nothing formal. Chitra: What were people doing then? Jeff: I think, at the time, IRS and other government agencies probably just assumed that this is just a fringe thing, it's a temporary thing, it's not going to last, but look at us now. There are industries being built around blockchain and crypto, and they realize that, now, and the amount of money that people have earned in the sector. They see it as, like, it's a huge nest egg waiting to be tapped. Chitra: Build your highways and all of that stuff. Jeff: Right, yeah. Chitra: Now, when you're filing taxes, can your crypto losses or gains, be balanced against your traditional portfolio? Jeff: Yes, yeah. The way it works is short-term gains and losses get netted against other short-term gains and losses, regardless of if they're crypto or not. Then, the same thing with long-term. Chitra: Great. Now, what are the penalties for noncompliance? Jeff: For failing to file a return, it's a flat 5% of whatever your tax obligation is. For not paying the total amount of taxes owed, it's one half of 1% per month. If it's just one month late, half of 1%, it's not a lot, but if a couple of years go by, a few years go by, it can add up really quick, plus interest. Chitra: Can you go to jail? Jeff: Absolutely, unfortunately. If it's deemed that it was tax evasion, like in the example that I gave you of the gentleman that was looking into using our service and decided, no, they can just come after me, a couple million dollars, if they find evidence of tax evasion, then it could be subjected to a felony, which leads up to up to five years in prison and up to a quarter million dollars in penalties. Chitra: Now, there's a lot of money laundering also going on, right? Does that play a role at all in this? Jeff: Not so much with the taxes, but it is something that they're mindful about, out there. I see that more in the banking sector, that being an issue. In fact, one of our clients in the crypto space, their bank account was just abruptly closed with no notice. They said, "You can't bank with us," because they are concerned about potential money laundering. Chitra: What is their fear? Jeff: I think because they don't know where the money is coming from, right? If you have crypto-related money, it's so easy for it to be maneuvered from overseas. I think that's the concern, because there isn't enough regulation out there yet, right? Some people are just distancing themselves. Chitra: It seems like there's a whole bunch of areas in which the federal government and governments around the world are now grappling with, how do you make people accountable for all of this wealth that they're generating, and how do we get a piece of that action? Jeff: Right, that's what it is. They want their cut. As long as you give them their cut, they're not going to bother you. Chitra: Now, let's look at two scenarios. Let's say you're a Sally Fay, you're a woman investor. You're just starting out. You're super excited. It's 2017. The bull market is in full swing, and you've learned how to trade, and you're just buying and selling without any regard for keeping tabs on your cost basis or the proceeds that you're making. Then, come December, you're stuck with having done thousands of transactions, and you have no idea how to go about finding those records, because every trade that you've done is potentially taxable, correct? Jeff: Correct. Chitra: What do you do? Jeff: In those kinds of situations, because it's a lot of cleanup, the best thing to do is consult with an expert like us, so we can get you cleaned up and caught up. Then, going forward, you're on the right path, right? And to be mindful just about all the tax consequences of all that trading activity. Chitra: Do you just sort of systematically start to go back and look at every trade you've made? Jeff: In order to calculate all the gains and losses, historically, yeah. We have to kind of start from inception. If someone started trading in 2014, right, we have to go back to square one. Chitra: That's pretty daunting. Jeff: It is, yeah, yeah. At least once we get you caught up, then you should be okay, right? Chitra: Let's look at scenario B. Let's say that I am a young man, Matt Jones. I'm not in the crypto market yet. It's the bear market, and people are telling me, "Hey, now's the time to come in. Buy low, and you can sell high." I have a clean slate. I've set up my exchanges, but I haven't done any transactions. What are the kinds of things I need to put in place to have tax hygiene, so to speak? Jeff: Some best practices. Chitra: Yes. Jeff: I'd say, first, be mindful that you do any sort of trade coin for coin, that's all going to be a taxable event. Have at it, but just be mindful that there could be a lot of tax compliance to deal with at the end of the year. That affects some people's volume activity. Another thing, to make sure to pull their records on a consistent basis. We usually, we're advising our clients now to download their transactional history from each exchange they use about once a month. Just make it a month-end practice, just in case either they got locked out, the data is deleted, or something is hacked, just in case anything happens, at least you have the records. Then, outside of transactions like that, if you're trading on an exchange, if you're gifting coins, jot down somewhere on a Excel sheet or a Word document who you gave it to, when you gave it to them, and how much you gave, right? Just in case if there's any gift tax compliance to do, we could do that as well. Chitra: Is it advisable to have a notebook and a pen, and when you're making these trades, to actually just jot it down, or put it on an Excel sheet that on this date, I bought X amount of Bitcoin, or I sold X amount of Ether for X amount, and to have that? Is that going to be helpful at the end of the year? Jeff: It could, but like all the transactional data within the exchanges usually is going to have all that information. If someone wants to just separately track it, and if they're not doing a lot of trades during the year, that could be just as efficient and make their process easier at the end. Chitra: Now, tell us some war stories. What are some of the anecdotes that you tell people about folks having challenges in filing taxes, or cases that you've seen, or what the government is doing to come to terms with this new source of income? Jeff: Sure. Probably a couple examples. We have clients that were trading back from, the oldest one is 2013, maybe about a little over $4 million, and of course, they never reported any of it. Thankfully, in contrast to the other individual I was referencing, he said, "You know what, I just want to be compliant, right?" He came to the table. We went through everything, all the records, and got him up to speed. Going forward, if he's audited, or maybe I should say when, because it's a lot, a big amount, we have work papers in place that we could provide in response to an audit. 90% of the time, that'll just make it go away, almost immediately. As long as the IRS can see that you've made a good faith effort, that there's been due diligence in being compliant, and you have work papers and a CPA to back it up, the audit will go away, right? Another example, well, with the IRS, it's not so much a war story, but it's come to my attention that they've selected around 1200 to 1300 cases already from the 2017 filings that they're going to move forward with audits. Now, I don't know which ones those are. That comes from a source I have within the audit community, but we suspect that those are probably the larger ones, mostly, people that have generated hundreds of thousands, if not millions. Chitra: Is the IRS not only trying to get revenue back from these taxable events but also trying to set precedence in some way? Jeff: Yeah. It serves both purposes, yeah. One, it's a huge amount of revenue just sitting there for the government that hasn't been tapped yet. The second is going through this process, and going through these audits, and taking some people to tax court will set precedence, so that it's clear to everyone else that, one, you need to be compliant. Don't play games with them. I wouldn't be surprised if they send at least a few people to jail over this that have evaded their taxes. Also, it allows them to kind of establish authoritative guidance, because they're going to take everything they find. They will undoubtedly issue some pronouncements about, "Here's how you calculate this. Here's why you file things this way," which right now, we don't have. Chitra: What about moving out of the US, like just moving abroad so you don't have to pay your taxes, or even moving to Puerto Rico. You hear a lot about that. Is that going to help you or hurt you, in the long run? Jeff: I think for taxes, temporarily, it would help, right? But, do you really want to expatriate yourself, denounce the US, in order to just save some money temporarily on taxes? I don't know. Chitra: Depends, I would say. Jeff: It depends, yeah, yeah. Chitra: On what the amount is. Are you hearing about people who are actually doing that? Jeff: No one I know has actually done it. Some folks that we know have been debating it, and they asked to do some research on expatriation process. Chitra: It's a fascinating area. When you're doing the forensic work, you've been asked to help, I think, with investigations and things like that. How do you go about collecting the forensic evidence on these cases? Jeff: Really kind of the same way we do crypto calculations for our clients, right? We pull all the underlying third-party documents. In this case, transactional records. We get their narrative about what happened, hear the story, because any forensic case, anything that we do, it's not just the numbers. It's also the context. It's also what happened, the story, if you will. With forensic cases, there's usually a lot of other moveable parts, as well, particularly like divorce cases, where people are sometimes hiding funds. Partnership disputes, where one partner is embezzling money. We see that kind of stuff a lot more often than what people realize. Chitra: What happens in the case of a divorce? Who gets the crypto? How do you actually even split the proceeds, if that's what happens? Jeff: Same thing with kind of like a house, right? If it was community property, assuming it's a community property state like California, then any assets would be split 50/50, unless it was bought with separate property. If you don't want to cash out the portfolio, then usually one partner would buy out the other half from the other partner, just like a house. If you don't want to literally split the house in half, one person wants to keep it, one partner would buy out the house from the other. Chitra: Well, that actually raises an interesting question, because let's say one partner is very crypto-savvy and the other partner is not crypto-savvy. It probably is pretty easy to hide your assets in the form of crypto, because the other person has no way of finding out how much you have and where you have this. Jeff: True. Yeah, there's an opportunity there for someone to try to take advantage. Part of the divorce proceedings process is to come to the table and be transparent with both partners. Usually, like, you're essentially signing off to the court that let the partner know 100% of the assets out there. To try to hide it is essentially perjuring with the court. Chitra: Where do you see all of this going in the next few years, as more and more people get into the space? There is a prediction that you're going to have a billion new crypto investors, over the next five years, entering the market. Where do you see the field of taxation going? Jeff: Yeah, definitely, I see a second adoption, as well, coming in the coming years. I think, by the time that happens, there'll be a little bit more infrastructure in place with the taxation piece. One, with the exchanges. They'll start being a little bit better about what they record for their clients and what they issue out at the end of the year. I think we'll get to a point where exchanges are very, very similar to brokerage accounts, where you just get a 1089 of, "Here's your cost basis, here's your proceeds, here's what you report on your tax," and make it much easier for folks. Chitra: Just as the industry is growing up, the tax piece will grow up, as well. Jeff: Yup. Chitra: Yeah. Great. Is there anything I haven't asked or anything really important, closing thoughts? Jeff: One closing thought, just, I think it's good for everyone to remember that almost everything is a taxable event. If the question is, "Do I have to pay tax on this?" 9 times out 10, it's yes. Chitra: Sadly. Jeff: Yes. Chitra: Thank you so much for joining us. Where can people learn more about you and find out more about the work that you're doing? Jeff: Sure. Our website is neumeistercpa.com, that's N-E-U-M-E-I-S-T-E-R-C-P-A.com. We're a full-service accounting consulting firm, but we specialize in things like cryptos. Chitra: Great. Thanks so much for joining us. Jeff: All right, thank you. Chitra: That's all for now. Join us again next time for another edition of Running with Unicorns. Until then, enjoy your crypto journey, unicorns.
We're finishing our conversation with Dr. Jeff Chadwick, a New Testament scholar at BYU. We'll talk about what he calls, the myth of the lambing season. How cold is it in Israel in December? https://youtu.be/-XqQZLkL6Q8 Jeff: The average day in Jerusalem in December and January is partly cloudy with green grass and jacket temperatures, nothing like the winters of Utah and Idaho. That brings up another thing and this is what I call the myth of the lambing season.GT: Oh really?Jeff: Yeah, because, you know, the idea that Jesus was born in the Spring, was not unique to Latter-day Saints in the 1800's. Others were suggesting this as well. Protestant writers in America familiar with freezing North American winters, because they were usually from New England or somewhere like that, couldn't imagine how shepherds could be in the fields abiding by their flocks in December, "Aww, just much too cold. No shepherd could be out with his flocks in December," they ruled. So, it must be in the springtime because spring is when the lambs are born and since Jesus was the lamb of God, that's when he would have been born, too, is in the spring. This, of course, plays in really well with the tradition among the Latter-day Saints that Jesus was born in April. The problem is it's an entire falsity. The reason why is that shepherds did and still do go out with their flocks all Winter long.I have stood in the fields outside of Bethlehem on several Christmas Eves because I get to be there from time to time and the shepherds are out there with their sheep and little lambs have been born already in December. They don't wait. Now here in our climate, just because of the way that the lambs and the sheep bear, they'll wait until it's a little warmer and they'll lamb in March and April. But that's not the way that it works in the holy land because the climate doesn't require it. Biology works partially because of its climate. We'll also talk about what projects he is working on. Check out our conversation… Would shepherds really be in their fields in December? Isn't it too cold for that? Check out our other conversations with Dr. Chadwick! 234: Is Christmas a Celebration of Sun? (Chadwick) 233: How Jesus's Death Relates to his Birth Date (Chadwick) 231: Book of Mormon, Joseph Smith, & Birth of Christ (Chadwick) 229: Was Jesus Born in December? (Chadwick)
Toby Mathis and Jeff Webb of Anderson Advisors are here to answer all sorts of tax-related questions that focus on everything from applications to forms and QuickBooks. Do you have a tax question? Submit it to Webinar@andersonadvisors.com. Highlights/Topics: Will income earned by lending money to real estate investors reduce Social Security benefits or increase taxes on them? Income vs. earned income; until full retirement age, benefits are reduced; when full retirement age, it doesn't matter what you make How do I get the 20% deduction from Trump's Tax Plan? The 199A Deduction is a 20% deduction on qualified business income, but you need a pass-through entity; QBI 20% deduction vs. 20% of taxable income are compared, and you get whichever is less When you make a contribution out of your own account to your LLC as a member, are you taxed on contributions? No. It’s a contribution to an entity that becomes your capital and money you can take back out tax-free, if you haven't used it to recognize losses What is the best business structure recommended against asset, structure, and personal protection? With any passive activity, use a passive entity - LLC taxed as a partnership/limited partner; whomever has control of entity decides what's distributed What is the best way to set up QuickBooks when I have a Wyoming Holding LLC and several other LLCs holding real estate in other states? Create one set of books with Wyoming LLC as the primary; do a classified income statement for other states What are the tax forms for 501c3? Use Form 1023 to apply to be an exempt charitable organization; yearly recording forms include 990-N If someone has rentals in their self-directed IRA, how are they impacted as UBIT - does it make a difference on the number/dollar amount? No UBIT, if it's a rental; UBIT is for an active business inside an IRA; passive income is almost always exempt Can I have recourse debt in a 401K or IRA? Can I have non-recourse debt? You can’t have recourse debt, but you can have recourse debt What are my options to re-distribute funds from one LLC in several entities to separate investments? You can always move it from one to another with no tax implication Can I write off costs for rehabbing out of the country? Yes. Worldwide profits; if it's income-producing property, you report it to the United States I lent money to a real estate flipper. She gave me a promissory note, but it wasn’t recorded with the deed of trust. Now, she is in default. Can I foreclose? Document it because you can’t foreclose until you file your secured interest Is there anything I can do to reduce my taxable income? Yes. There are lots of things you can do - make contributions to qualified retirement plans, charities, and C Corp I purchased a new computer that cost less than $2,500. Is that a straight expense in the current tax year or some weird depreciation thing? Section 179 deduction; you can buy up to $1 million and write it all off For all questions/answers discussed, sign up to be a Platinum member to view the replay! Resources U.S. Social Security Administration Trump’s Tax Plan 199A Deduction QuickBooks Tax-Wise Workshop 501c3 Unrelated Business Income Tax (UBIT) 990-T 990-N Section 179 Deduction 1244 Election Kiddie Tax Anderson Advisors Tax and Asset Prevention Event Toby Mathis Anderson Advisors Full Episode Transcript: Toby: Hey, guys. This is Toby Mathis with Jeff Webb again. Jeff: Good afternoon. Toby: If you don't know, Jeff Webb's a tax manager here, and I am one of the partners. I'm not an accountant but I'm an attorney. Jeff is actually a CPA. This is Tax Tuesdays. If you've never been on Tax Tuesdays before, all we do is answer all sorts of questions. Let me see here whether I've got the right question field up. Look at that. We've got a bunch of people asking questions. Let's see. We'll get to all your questions, making sure you can hear us in the question and answer part. Just say, "Yes, I can hear you loud and clear," to make sure that we're getting through to everybody. If you do that, then we appreciate it. There we go. I'm getting a whole bunch of "loud and clear", "loud and clear", "loud and clear". All right, if you don't know the format if Tax Tuesday, it goes like this. We answer a whole bunch of questions. We answer the questions that people ask via the email that I'll be giving you at the end of the webinar, and we grab a whole bunch of them, and we just start answering them. If we can't answer the question or the question that you ask is too complicated, too specific, too long, then I grab it and kick it off to a staff or we answer it the following week, depending on how cool a question it is. That being kind of the overview, this is where we're at. We're going to go through these and we're going to make sure that we're answering all the questions. Let's see if I can actually make these slides advance. Look at that. That's weird. I didn't even know what that W there is. It's kind of cool. "Will the income I earned by lending my money to my real estate investors reduced my social security benefits or increased my taxes on them?" That's an interesting question. There's, "How do I get a 20% deduction?" I'm picking these literally from people's emails so don't yell at me for the typos. "When you make a contribution funds to your own account to your LLC as a member, are you taxed on contributions that you contribute to an LLC?" "What is the best structure–" and that is the weirdest thing I've ever had. "What is the best structure recommended against asset, structure and personal protection for a Multi-Family Home Investor acquiring and holding rental properties, especially if working–" and I'm going to go through each one of these. "What is the best way to set up QuickBooks when I have a Wyoming Holding LLC and several other LLCs holding real estate in various other states?" Those are our opening questions. We have a few more. We're going to go through a ton of them, and I'm already getting a bunch of questions on the Q&A portion. We will get to those but, first, we're going to knock these ones out. The first question: "Will the income earned by lending money to real estate investors reduce my Social Security benefits or increase my taxes on them?" The first thing is there's the benefit itself. In this particular question, I looked it up and I believe there were 61, so they're receiving Social Security benefits before they reach the full retirement age. Full retirement age varies between 65 and 67. The reason this is important is because, once you reach that age, it doesn't matter what you make. Until you reach that age, you will have your benefits reduced on what you're receiving. When you're pulling out Social Security early, 50 cents on the dollar once you get over $17,080.Of course, it's indexed for inflation, but it's a little bit over $17,000. I think this year it's $17,080 or something like that. What that means is, if you are lending money, then that would be counted as income. However, if you're under the full retirement age, they only count earned income. The question here is, "Until you're at full retirement age, will the income earned by lending money to real estate investors reduce my Social Security benefits or increase my taxes on them?" The answer is a big, resounding, "No." This will not hurt you in any way. Once you hit full retirement age, now we have to be worried about how much of your social security becomes taxable. When they look at your tax ability of the benefit, now we're looking at all sorts of income, everything that you make, and it's going to push it up. That's the one where it's not that you reduce the benefit but it becomes taxable. Jeff: Fairly quickly, additional income starts making your Social Security benefits taxable. They're never going to be more than–85% of your benefits are never going to be taxable. I'm saying this totally backwards. Toby: What it means is that the most they're ever going to tax your benefits is 85% of them. If you're getting $20,000 of benefit, the most you'll ever pay tax on is $17,000. You'll still get $3,000, tax-free. The sad part is you didn't get, really, a deduction when they took it out the first place. That's the old double tax that you hear about with Social Security. Anything else you want jumped into? This is kind of stuff. It makes your brain go numb so you're doing it right. You're actually asking good questions. Jeff: Just the matter of when you should take Social Security is such a huge question. Toby: Because you can start taking it. When is the earliest, is it 64? Jeff: I'm going to say 62, but maybe it's earlier depending on their age. Toby: It does depend on their age. There is a before-a-threshold and after-a-threshold. Now, I forget what the threshold is. What you do is you go to the Social Security Administration and you run your scenarios and they'll give them all to you, or you can contact us. We have folks we could send you out to that have software because it is complicated. Depending on what month you were born in and all that stuff, how many days–all of this gets factored in as to what's the earliest you could start receiving benefits. Once you start receiving the benefit, they let you receive that benefit only so long as your income is low and it's your earned income. If you're trying to get the benefit when you're 62 and you make too much money, you're going to lose a bunch of the benefits. If you start making–if you're 62, start pulling out the benefit and you have passive income, not that big of a deal; it doesn't reduce it so that's really cool. Enough of that. It makes my head hurt, Social Security. Do not rely on Social Security. There, I said it. Yeah, Social Security is one of those things that, when it was set up, the average life expectancy of people on Social Security was two years. It was really there to catch you if you're really old and didn't have any other benefits. Now, we use it almost like it's a retirement plan that's not what it was intended for. That's why it doesn't work to do it. Here's the next one. "How do I get the 20% deduction from Trump's Tax Plan?" First off, it's not Trump's Tax Plan. It's the Tax Cut and Jobs Act and it was passed by our wonderful Congress because, technically–though, they seem to forget this–Presidents don't write laws. Now that we got that out of the way, they did put this thing called a 199A Deduction, which is a 20% deduction on qualified business income from pass-through entities. Follow me here. The first thing we need to have–and I'm going to write these up–is we need to have a pass-through entity, and you can be an LLC taxed as–this is a 1065 that's partnership, a sole proprietor or as an S Corp. Those are your choices. Technically, it could also be a trust. Then, you look at other entities, S Corps and just flat out partnerships, including limited partnerships, all that fun stuff. It's passing through; it doesn't pay its own tax. Then, you need qualified business income. I'm just going to call it QBI, which just means income. Generally speaking, it's active income, but they also include real estate, if you are making money on real estate in which you participate in some fashion. The only type of real estate that's not included as far as we can tell–because they're still giving us regulations on it, but the proposed regulations make clear that real estate, rental real estates included, is if you have a commercial building and triple-net leases that you're giving out where you're not really taking on much of the risk, then they're not going to let you have the qualified business income. Then, they compare that qualified business income 20% deduction versus 20% of your taxable income, whichever is less. Why is this important? Because if I'm a sole proprietor–let's say I have $50,000 that I'm making–that I would get a $10,000-deduction under the QBI. Let's say that I take and contribute into my retirement plan–a husband-and-wife sole proprietor is still the same thing, and they both put in–what's a good number–let's just say $10,000. Then, my taxable income is actually $40,000 because I rode off–I made tax-deductible contributions into my IRA of $10,000 so I would take the lesser of that. Then, they do this wonderful thing, is they then say, "Well, if it's a special service company, we're going to put a cap on how much QBI you can actually make." It's not really QBI; it's actually your taxable income, and they say, "We'll only let you ride off so long as your taxable income is below a threshold." If you're single, that threshold is $157,500, and there's a phase-out for the next $50,000. To make your head spin, it goes from $157,000 to $207,500. That's the easiest way to look at it. If you're married, filing jointly, those numbers are $315,000 to $415,000. Jeff: What's an example of a special service? Toby: Special services are something that it is you and your skill that makes the money, and they use–it's going to be doctors, lawyers, accountants, engineers, real estate agents who are solo, somebody who–it's their skill so like a carpenter who doesn't have a bunch of staff. That's going to be a special service. If you get above those thresholds, you are done. Somebody's asking a question which is pretty interesting. A single-member LLC counts. You have a flow under you so that's when you're sole proprietor or just going under your tax return that's passed through entity so you're fine. The interesting here is that you can control your taxable income. Even on those thresholds–and when we teach this in the class, we actually go through a learning chart where we say, "If this, then this. If this, then this." If you're a special service, we just need to make sure that we can control your income, and the way you control your income is by splitting it with tax-free, tax-exempt or separately-taxable entities. Let me give you an example. If I have a C Corp and it makes a bunch of money, great, that's not income to me. I don't want to pay myself a whole bunch of money and make whatever my other business is that is or where I'm going to meet the threshold taxable because I'm losing that 20% deduction. Let's say I have $200,000 coming in. As an individual, I can get some donations and deductions into a retirement plan and I get myself underneath that $157,000 and I have another $200,000 in C Corp that I pay myself. If I leave the $157,000 as is and I don't take any money out of the C Corp, I'm going to get a 30-something thousand dollar deduction. It's just going to come off the top. It's a 20% deduction so almost like I spent. If I took the money out of the C Corp–and, by the way, that C Corp is a flat 21% tax rate now so it's going to pay 21% so it's not horrific. If I paid myself that money, I push my taxable income over the threshold, now I get 0 deduction on my qualified business income. That's why it's important. If it is not a special service, then those thresholds trigger something else. It takes us to an area where we can write off up to 50% of the W2 income or 25% of the W2 income for the business plus 2.5% of the assets. Jeff: No, you're right. I'm just jumping ahead of you. Toby: Yeah, so what we're looking at, then, is you better have a regular business that actually has salaries. If you, for example, as a sole proprietor, single, are making–what would be a good example–$200,000 and you're over the threshold, you're phasing out, you'd have to go to the second test. You're over the 157 and the second test is now pushing you at 50% of W2 wages, and you have zero so your deduction is going to be zero. You're going to get literally nothing. You might get a few dollars because you're not quite at the 207, which is the top line of the actual phase-out so you'd be phased out about 90% plus of the benefit. Now, let's say you converted that sole proprietorship to an S Corp and, instead, you paid yourself a salary, so same situation, $200,000. Let's say I paid you $75,000 of salary. Then, the QBI or the monies that's flowing through is actually the net income and net profit, so you'd subtract the 75 off. It would be $125,000. You compare 20% of that number, which I should grab the calculator, whatever that number is. Jeff: It'd be 25,000. Toby: Yeah, 25,000, and we would compare it to one-half of the W2 income, which would be 37,500. You'd get the lesser of the two. You'd get a $25,000-deduction just because of the type of entity. That's the one I have to do. Somebody just said, "I have almost 300K in real estate and other income. Is there anything I can do?" A single person? Yeah, there's something you can do because, remember, it depends on whether you're special service and then it depends on the business, and there's one last thing: It always comes down to your taxable income. "What other ways can I use to control my taxable income?" The most obvious is I split it with a C Corp, I give it to charity–and it could be my charity–or I deduct it by putting it into a tax-deferred retirement plan. For example, same situation, I'll use the $200,000 and they do a 401K. They put a husband and wife each–they're under 50. They each contribute 18,500–or, actually, the example I used was a single person so I would have to say I put 18,500 and in, and they get a 25% deduction on the 75,000. They would put in–again, I'm using crazy numbers so what would that be? About $18,750 or whatever that is–around under $19,000. I can put, in essence, about $37,000 right into the 401K, and that reduces my taxable income. The taxable income goes from 200 down to almost the threshold, and now I don't have to worry about it. It makes my life so much easier. I'm just going to get a nice big, fat deduction and I'm happy as a clam. That's how this stuff works, but if you don't do it before the year ends, you're toast. This is going to be my–this is why you need to have some sort of somebody doing tax planning. How do I get the 20% deduction from the new tax act? Very deliberately. You make sure that you have the income flowing under your return and then you make sure that, if there's a disqualifying factor that would cause you to lose it, that you look and say, "What's better? To just walk away from it and not worry about it or would I be better to take a couple of actions to allow myself to take advantage of the deduction?" It's a freebie, guys. If I make $20,000 in real estate, that rental real estate–that's my net after all my depreciation–I get a $4,000-deduction. I'm only recognizing 16,000 under this taxable income so that's a nice little benefit especially if I'm a high-income person so that's what I'd be looking at. Jeff, do you want to do this one because I'm […] barding the answers again? Jeff: No, that's alright. "When you make a contribution out of your own account to your LLC as a member, are you taxed on contributions that you contribute to the LLC?" No, actually, you're not. That is a contribution to an entity that becomes your capital, your owner's equity–we can call it a lot of things–your owner's capital in that company. That's actually money that you can take back out also tax-free assuming that you haven't used it up to recognize losses or maybe other things like that. Toby: We get that a lot. I'll give you a real-life example. Some guys were doing a syndication on apartment buildings and they were telling people, "Hey, we're going to return your capital out of the profits and you're not going to have to pay any tax on the money that you receive up to your investment." I said, "Hey, that's not really the case." Here's how it works: I can always get back my contribution, and it's tax-neutral; it means nothing. If the company makes zero, no profit, it can always give me back my money and I pay no tax, but if the company makes money, I'm taxed on my portion of that gain no matter what even if they're giving me extra. I was like–what they were doing was they were saying, "Here's a little thing. We'll make some profit. We'll just give you your money back. You want to pay tax on it?" I was like, "No, that's not how it works. You actually have to pay tax on the profit in proportion to your ownership, and it's a little bit funky." Jeff: This is a case that, sometimes, we see where a client will tell us, "I had deposits of $100,000 into my business," and what they fail to tell us is that 50,000 of it was their own money. We want to make sure that we're able to differentiate what the owners are putting into the company versus what income they're making in the company. Toby: There's a couple of questions. Somebody says, "My head is spinning." We do record this. If you're platinum, you're going to get a recording of it in your little platinum area. Somebody asks, "Is this pre-recorded?" No, it's not. We're doing it live but I'm answering the questions that people have emailed me first and, yes, we have about 50 questions that are in the queue that we're going to go through here in a second. Jeff: We don't have a three-second delay or anything? Toby: No, I don't think so. I could give you a 10-second delay. All right, "What is the best business structure recommended against asset, structure and personal protection?" I don't know what that means. I'm going to assume they mean to protect the business–for a Multi-Family Home Investor acquiring and holding rental properties, especially if working as a team member with other investors? Here's what I'm going to say: Anytime you have a passive activity–that is, when you buy the property or the cash flow and the appreciation–you're going to want to use a passive entity, meaning an LLC taxed as a partnership or a limited partner. Don't do anything else. That's it. There's maybe some really weird exceptions but I'm going to say, 99% of the time, you're going to end up using an LLC, and it's either going to be disregarded even if you have other people in or it's going to be a partnership. If anybody does anything differently, they're doing some weird stuff. If you have other investors, then it depends on your relationship with those investors. I'm not going to going to get into securities, Reg Ds and all that but, generally speaking, you're going to have it taxed as a partnership, but the most important consideration is always going to be control, who has control of that entity, because that's who decides what's distributed. That partnership agreement or the operating agreement of the LLC is really going to be important. You do not want to do this stuff half-arsed. You want to make sure that you're actually really addressing this stuff. At Anderson, we tend to be very protective of the manager, meaning we want you to have control. If it's your project, we don't want people to force you to do stuff and, on the flip side, if you're investing and you're a client, we're always going to say, "You don't want to be forced to kick in more capital against your will." Those are the things we always look at. Where does that one go? Here we go. "What is the best way to set up QuickBooks when I have a Wyoming–" and this is going to be so you, Jeff, because Jeff loves QuickBooks. "What is the best way to set up QuickBooks when I have a Wyoming Holding LLC with several other LLCs holding real estate in various other states?" I'm going to draw this. There's my Wyoming LLC. It's either going to be a 1065 or disregarded, and it holds all these cute little LLCs in other states. Let's say this is Texas LLC, Washington LLC, Nevada LLC, Georgia LLC, and they're all going to flow up to that Wyoming. I want to keep my books straight because, if you know QuickBooks, they will sell you QuickBooks for this one, this one and this one. You'll end up with four sets of QuickBooks and you'll drive yourself crazy. What do you do, Jeff? Jeff: Here's what we like to do: We like to create one set of books with the Wyoming LLC at the top being the primary set of books. Then, what we do is what we call a classified income statement where each of these four LLCs below the Georgia, Nevada, Washington and Texas where they're all kind of their own set of books within your Wyoming LLC books. All this income is going to flow from those bottom four up to the top one anyway and, while we need to keep the entities separate so we can report them that way, ultimately, what we're reporting is what's coming through the whole kit and caboodle. Toby: Yeah, we only need to worry about setting up QuickBooks for this guy right here, and then we set up these guys as classes. All that means is we have one set of books. Jeff: Yeah. You can still pull an income statement for your Georgia LLC or your Texas LLC to see what's just in that but, all in all, you still have one set of books. It makes it easier and you don't have all these inter-company transfers that you have to track. Toby: Oh my god. I'll tell you, we're horrible on that. He's giving me the look. See, here's the problem, is if you have different companies with different sets of books, you've got to close out the previous sets of books and then open up the new company. It's a process and it takes a few minutes and it's really annoying when you're trying to enter stuff into it. It's going to save you a whole bunch of time to use one set. Jeff: Yeah, then you don't run into things like, "Well, I transferred money from Georgia, the taxes that I did it, I record it in both companies." When you record them on one, you end up re-recording it in both. Toby: Yeah, and there's some fun stuff. Some of them just ask for a basic QuickBooks question, jump in the line. It's hard to set up classes in QuickBooks, not horribly, but if you don’t want to learn–QuickBooks is one of those things where you're going to spend some time with it. You just have a bookkeeper do it. Anderson does that if you want. All right. If you have questions–you guys, I know you do because there's a ton of them already in the little queue here. Here's how it works: If you want to ask a more detailed question, if you have a question that you didn't hear answered on the webinar, you can just email them on in to webinar@andersonadvisors.com, and, that way, we can put it in that queue and we can answer it just like we just did. We're going to break those out. Those will be separate little videos, each one of those, so that you get your answer. Somebody was saying, "My head was spinning about 199A." You can go back and listen to that. Better yet, you can come to some of our other webinars or come, actually, to the Tax-Wise Workshop and we go through this stuff. Spend some time with us. If you invest a little bit of time in taxes, it will pay off in spades. Other questions–some people just answered this stuff. "Can you go over the tax forms for 501c3? Jeff: There's a couple of forms for the 501c3. To apply the BF 5O1c3, there's what's called the Form 1023. It's the application to be an exempt charitable organization. Then, there's several different yearly recording forms. The 990 is the primary one where you report, among other things, what your income was, what your balance sheet looks like, your plan, your purpose, who you've dealt with. What were you going to say? Come on. Toby: Basically, if you're making less than $50,000 in your 501c3, you're doing a 990 post-note card. You're just doing a real basic here. Literally, it looks like a postcard. Jeff: They don't do that anymore. Toby: I thought they're still– Jeff: All these old people still call it postcards, but it's a… Toby: They do that in the 10… Jeff: But it's a 990N and it's filed electronically. Toby: Yeah, I know but it's the same thing. Jeff: It's still close. Okay. Toby: It's a postcard. Oh, my god. Yeah, you do it electronically now but it's really simple. You go above that, then you're going to be filing a little more detail. You get about 250, you're filing very detailed. Never do it yourself. Just hire an accountant to do it, and those guys–we do them. They're not horrifically complicated unless you have a huge void that everybody's taking money. You go American Red Cross, you can go look at the actual tax forms that everybody files because they're all public record. You can go in there and take a look at anybody and see just how complicated it is. What you'll realize is that the more the stuff they're doing, the more complicated it gets, and not doing ton it is pretty simple. We have ones that are $5 million non-profits and it's a few pages. Then, you have ones that are $1 million but they've got everybody and their mother with their hands in the thing, and you're doing a lot of reporting. That one might be more complicated. If you're a church, you don't file anything. If you're religious and you're a religious organization, you don't file anything; you file zero tax forms. Jeff: When you have an accountant do these 990s for you, they're going to ask you a lot of questions because there's a lot of questions on the form that they don't have the answer to, basically about what it is the non-profit does and things like that. Toby: All right. "If someone has rentals in their–" basically, again, if you have those tax forms, this is one other thing, is that's the tax compliance on an annual basis. If you're setting up a 501c3, you are doing–more than likely, 501c3 is an application called a 1023. If you're doing a 501C6 or some of these others, that's a 1024. Jeff: Wow, I'm impressed. Toby: Yeah, sorry. It's stuck in my head. Those are the applications for exempt status. Your business, your non-profit, is in existence and it's considered exempt from Day 1. Even though you haven't gotten your exemption approved, you actually have 28 or 29 months to get approved, and it relates back to the day that you started. You can actually do a 501c3 and be up and running in a matter of weeks if you want to. All right, from Lisa: "If someone has rentals in their self-directed IRA, how is it impacted as far as unrelated business income tax (UBIT) and does it make a difference on the number or dollar amount?" You want to do this one or would you like me to? Jeff: Why don't you do this one? Toby: All right. Self-directed IRA and it has real estate? You have no UBIT if it's just rental. That's not unrelated business income tax. Unrelated business income tax is when you're doing an active business inside an exempt organization, inside an IRA, or church, or something else, and you're running a mini-mart then they tax you on it because it's unrelated business income so not related to your exempt purpose so they tax you on it. Passive income's always going to be–I shouldn't say "always"; it's almost always exempt. I guess there's possible–if you have some royalty stuff, it's possible, if you're advertising, that the exempt organization tax, but for your IRA for rentals, don't worry about it. Here's what you worry about when you're doing an IRA with rentals: It's usually the case–this is what we've seen–is that people will oftentimes want to lever that real estate. In an IRA, you have something called–I'm just going to blank on it–unrelated debt financed income. There we go, UDFI. Unrelated debt financed income means–or just call it debt finance income–the portion of the profits that are coming from the debt. If I have a piece of property, I have a 50% loan on it, then 50% of its income is going to be taxable to the IRA. It's not allowed to have that type of loan and not pay tax on it. A 401K is allowed to have that type of loan, and it doesn't pay tax on it. It's one of those weird things where you're like, "Hey, should I be an IRA or 401K?" More often than not in our world, you're going to want to be the 401K. It has different rules, and one of the big ones is the ability to use debt. Now, here's something for you. I think I had poll questions on this. This is fun. I'm going to send a poll out to see whether you guys are listening. You guys can answer this, and what it is, "Can I have recourse debt in a 401K or IRA?" Let's see about that. Isn't this kind of cool? Jeff: It is cool. Toby: We're going to see whether or not you can have recourse debt in a 401K or IRA. For those of you who don't know what recourse debt, recourse means, "I can go after you. I have recourse, and I can go–" basically, a personal guarantee, personal guarantor. We got a lot of people voting. I will share the results with you once we're there. Jeff: What if Lisa is flipping instead of renting in an IRA? Toby: Then, we don't have any cases on it. Jeff: Great. Toby: What we always say is do five at a max. Here's the thing: If you disqualify an IRA, the whole thing's disqualified. What I want to do is if I'm flipping in a self-directed IRA, I want to make sure only that money is in that IRA so if I have a disqualifying event, it's only for that one little IRA. So, I may have two or three IRAs. Good news: People are listening. That's always good news. We have about–50% of you guys voted. I'm going to go ahead and close this thing in about a few seconds. Let's see. There, I closed it and now I'm going to share it with you. Do you want me to tell you the answer? You cannot have recourse debt. 36% of you guys just disqualified your plans, and you have a 10% penalty plus it's all taxable. Sorry to say that you just destroyed your plan, but you cannot have recourse. This is half the fun. What's the next question I could ask you? I could throw up another poll at you. Let's see. Get out of there. Let me see if I can do this. All right, what's the next one? Here's a better one: Now that you know you can't have recourse debt, I'm going to launch a new poll. "Can I have non-recourse debt in an IRA or 401K?" This is where accountants and tax lawyers have– Jeff: Disagreements? Toby: No, this is where it's so much fun. Are you kidding? Let's see. Somebody's saying, "No." What is non-recourse? Non-recourse means you can't hold the person responsible. There's no personal guarantor. You can only go after the property so the property is truly asset-based lending. There's nobody on the hook for that loan if it goes south. A typical non-recourse loan in a plan–this is kind of cheap because it's going to give you the answer–is they're going to look at the other plan assets and so they're going to secure the other plan assets. They're going to make sure that they're not over-leveraged. In other words, they're not going to give you a 99% loan to value; they're going to give you a 60% loan to value or 50% loan to value. We'll see if you guys still get the answer even though I just basically gave it to you. This is fun. I'm just going to stop this one and I'm going to share it because the numbers are pretty done. It looks like 86% of you said, "Yes." Can I have non-recourse debt? 86% of you are correct. You can have recourse debt. Here's the trick: In an IRA, that non-recourse debt creates debt finance income so you have to pay tax on the portion that you're making but it doesn't disqualify your plan. In a 401K, you do not pay the debt finance income, and some of you guys are not too pleased with me for that, but I'm getting giggles out of it. That's enough with polls. I could have polls all day long and we would have a lot of fun. Last one: "I hold some assets in LLC–"and, by the way, this is the last one from people that have shot it in but it says, "You don't pay tax until withdrawal, correct?" No, if you have debt finance income, you're paying it in the year in which the debt finance income–you actually file a 990 T. You actually have to report it. "I have some assets in an LLC that is a day-trading entity." You're brave. "If this generates sizable profits–" I just love traders. "What options are out there to re-distribute funds from one LLC in several entities to the separate investments?" You can always move–if it's yours, it's like–an LLC is a safe so I can always move it from one safe to another, no tax implication. This is one of the questions we had earlier. I can always put money in, take it out. Somebody was talking about an opportunity zone. The opportunity zone's awesome. It's where you take capital gains and invest them in the opportunity zone. It's actually called the growth opportunity zone, and you defer the tax on that income. The max amount you can defer that tax is until 2025 right now. Then, you get a portion of that as non-taxable. Then, the growth–if you leave it in the opportunity zone for 10 years, all that growth and the gains on the investment itself are tax-free, and that's pretty interesting. Growth opportunities, we'll be talking about that as they give us more information. Somebody says, "Can you take the poll down?" I thought I did. I'll make sure polls, hide. There we go. Sorry about that, guys. Everybody's telling me, "Flip off the poll." I'm flipping it off. I like your opportunity zone discussion, and think about a bank, and loan out funds to other LLCs you use. You could do that. Then, it's interest unless it's all you. In which case, you don't charge yourself interests. "I am told that funds in an LLC are much like funds in a savings account. I pay taxes on the gains my funds make, and funds can be withdrawn at any time." That is true as long as it's disregarded or taxed as a partnership. I want to make sure that we're very clear. LLCs that are partnerships are disregarded. Yes, you can do that. If it's an LLC taxed as a corporation or LLC taxes in S Corp, little bit different. An S Corp probably has a huge difference. Jeff: Yeah. You can even pull securities out–even if it's a partnership–pull securities out and put them somewhere else. Like what Toby's saying, if it's an S Corporation or corporation, if you pull securities out of a corporation, you have to recognize gain immediately. Toby: It sucks. Appreciated assets is considered wages, right? Use an example here. Jeff: We had a client who had a couple of $100,000 of securities in a corporation, wanted to move it somewhere else, and we tried to explain to him that if he pulls securities out that are now worth 250 and he's only got a basis of $100,000, he's going to have capital gains of $125,000 in that corporation. The corporation will pay gains and then, for you to take it out, that's got to come from somewhere else, so either a salary, roan repayments or dividends. It doesn't work out well. Toby: No Bueno. The other one is people that real estate in an S Corp and then they need to take it out to refile it or something. All that appreciation is wages. It's horrific and so we have oftentimes say, "Hey, if you're going to do this S Corp, it's cool." The capital gains still flow down to you; it's just that you can't take it out. You've got to leave it in there. Jeff: Can we re-running into that more and more where the banks are running to take it out of the LLCs and stuff? Toby: They got horribly hosed during the downturn of people doing weird stuff. What happened is I would do a financing in an entity. Say I'm the owner, and then I would sell Jeff my ownership and the entity and the bank had no idea that I'm no longer the guy that they were dealing with that they gave the loan to in their mind and had sold his interests. They had no idea. One day, Jeff comes back in and says, "By the way, I'm the owner of this LLC, not the guy that you loaned the money to." No Bueno. They don't like that. All right, we got a lot of questions to go through so if you have questions, you can always email them in. I'm going to start going out through these things, and we have questions from almost an hour ago. People were asking questions before we even started. "I did a cash-out refinance from my residence to invest in private lending or to buy rentals. California only allows 150,000 to deduct interest expense for residence." That's actually the new federal rule. "For the portion that is more than 750, can I deduct the interest as investment expense?" All right, so here's the rule–and, Jeff, I'm [...] barding, but I deal with this stuff all the time. Your new limit is–unless you owned your house prior to–during 27 and perhaps during the first quarter of 2018 if your loan was already in process before December 15th of 2017, don't try to remember this stuff; just know that if you're in that weird period, you may qualify, then you're up to a million, but it has to be for acquisition indebtedness. Acquisition indebtedness means, "I bought the house," or, "I improved the house." That's for the mortgage person to be deductible on your Schedule A, which is your itemized deduction. If you're using the money for something else, then it has to be deductible on that something else. For example, if I am buying rental real estate, then the interest–you'd be writing off the interest on your Schedule A, essentially, against the income from that rental real estate. You are no longer writing off your mortgage interest personally as the individual residing in it; you are now writing it off as part of an investment. Anything you wanted to add on that? Jeff: No. If we're talking about buying a piece of investment property like you're just going out and buying more land, hoping that it'll go up in value, then it would be considered investment interests and go back on Schedule A. Typically, we want to keep it–if it's in a business interest or rental property, something like that, we want to keep it there. Toby: Again, the Canadians have been dealing with this for a lot longer than us guys. You cannot write off interest if it's not for your home in Canada unless it was used for an investment. People actually have to go re-file their houses, they get all the cash they could, pay down their house, re-file it so they could show that they used it for an investment so they could actually write off the interest. I think it was called Scotts transactions. It's weird. Hey, I'm not Canadian. This is another question: "Say I deducted a newsletter subscription in 2017 but received a refund for it in 2018. Do I need to add this back as income in 2018 or no?" If you wrote it off and it means your basis is zero, give you the money back, what does that sound like? Jeff: Income. Toby: Income. It is income. At the same time, I see people saying, "Hey, what if I reimburse myself from my cell phone out of two companies?" Now, each reimbursement represents–I said, "Well, you can reimburse yourself up to your expense. Anything above that is income so it becomes taxable." Fun stuff. Yes, you would report it, but only–your cash basis tax first. You report it in the year that you received the money back. "You've saved me so much money. I call y'all my friends." I love that when I get stuff like that. That's not really a question but I'm going to repeat it because it's better than, "Flip off the poll." Not that I had too many of those, but I had a few. "Can I write off costs for rehabbing out of the country?" This sounds like something for Jeff. Can you write off? US taxes. Jeff: Yeah, you do have investment in another country. Toby: Worldwide profits, baby. Yes. Jeff: If it's income-producing property, you're going to be reporting that to the United States. Any expenses you have on that property will go towards that also. Toby: If you're rehabbing a property, it sounds like dealer activity and active business. I may be little interest–I probably want to be looking at structures in the Bahamas if that's where it is. I'd be looking at something that's taxable there so you don't get into treaties and all sorts of fun stuff. "Do I have to pay $800 off the top to the franchise tax board when we start our corporation?" Jeff: No, California has an exemption to corporations that are first year only. Toby: Yeah, and that $800–this is, if you like tax cases, there's Veritas 1, there's Veritas 2, there's Northwest Energetic Services, there's Bakersfield Mall, and they're all versus your friendly–what is it called? Not the franchise tax. No, it's whatever. I forget what they're called. Jeff: We know what it's called. Toby: Yeah. Anyway, I'll remember it as soon as I could. I'm trying to think about it, but they keep suing the Board of Equalization, the BoE. It's $800 and they say that's the minimum tax, but they say, really, it's a fee because if it was a tax, then it'd be an unconstitutional tax because it's not attached to the income. They keep trying to call it a fee. They lose and then they change it a little bit and they lose again. That's just an aside. California is kind of evil. "We live in Washington. We have a Nevada C Corp which fully owns a watch and LLC and employs the kids. What are the recommended strategies to optimize for college tuition?" Wow, so you're doing a great thing. You are going to run them through payroll. When you're applying for things like scholarships, if it's going to be based on income, you're going to show that income. You're going to show those returns, but those kids should–most of that income is going to probably be underneath the standard deduction. Right now, it's $12,000. They're going to pay zero and they're going to pay very little on any amount over that. Plus, if you're smart, you're putting some of that money in a Roth IRA and they're never going to pay tax on that. It's smart to do this with your kids. If I paid tuition out of my tax bracket, it's coming out of my highest tax bracket. If I'm in the highest tax bracket, that's 37%. If my kids pay for their tuition and are working for the company, and they have to do something, then they pay at a third tax bracket, which, quite often, is zero. I do this with my own daughter. Last year, I think we paid $500 in taxes total for the year when it cost me $8,000 if I was doing it, but she has to do something. She has to actually work for the company and do stuff for the company. Other stuff you could do to optimize is dump it into–defer it into a retirement plan. If you want to do a 401K, they can put the first 18,500 of their income and they can defer it. You're still reporting it. I'm not sure it'll have an impact on scholarships or not. I have not seen it have much of an impact, but that's what I'd be doing, is the benefits far outweigh anything with this on the scholarship side. It is huge. Here's one: "I lent money to a real estate flipper. She gave me a promissory note, but it was not recorded with the deed of trust. Now, she is in default. Can I foreclose?" When you loan money to a flipper with no deed of trust, that's called a gift. I'm just kidding. You need to make sure that you're documenting it. You cannot foreclose until you actually file your secured interest. You got to have it filed and then, yes, you can actually start foreclosure proceedings if you want, if they don't pay it. You definitely want to make sure that, when you're giving notes–there's something called "first in time, first in right". You want to make sure you know it's recorded and you have your deed of trust against that house. Otherwise, somebody else could go slap theirs on first. There's also places where they get priority. In Nevada, for example, the HoAs get super liens. They actually step in front of the primary lender. It sounds weird but it's true. You want to make sure that you're documenting your loan and covering yourself as best you can, make sure that you're getting a personal guarantee and, if they have any other assets, you may want to slap a lien on those, too. All right, "With a new company, there's quite a lot of expense reimbursements. Since I don't have a lot of revenue yet, I haven't paid it back. Is it okay to carry it over a year or should I go ahead and pay it back even though I'm still in the red?" Jeff, this sounds like you unless you're zoning out there. She has a new company, she has lots of expenses, she doesn't have any money that she's made yet, so should they pay it back, carry it forward? "Can I pay myself, reimburse myself in the future year?" The answer is yes, you could reimburse yourself whenever. The question really becomes, "Do I want to capture all my startup expenses in the first year?" Jeff: Yeah, I think you do. You want to capture as many expenses as possible even if you're not getting directly reimbursed right away. Toby: Yeah, you have two choices whenever you fund a company. You can fund it with your cash and then it's going to have a loss and it's going to carry that loss forward if it's a C Corp. If it's an S Corp, you can actually take that loss. I've contributed $20,000. That's my basis and it loses 20,000 and, technically, I'd have a $20,000-loss with an S Corp. Usually, we're seeing this in C Corps, and you just carry it is a payable and a receivable. It's payable to you, you would say, "Hey, it owes me some money. It's kind of like this." I always use Krispy Kreme in my examples. I go out for Anderson and I bring in 12 dozen Krispy Kreme for a meeting or something, and the others say, "Hey, I'll pay you back but we don't have the money right now." It doesn't mean that it goes away; it means that I'm sitting there, waiting for them to pay me back. If they pay me back in two years, all it means is they can't write that off as a deduction until they pay me back so they're not going to have a loss if I'm carrying it as an IOU. If I give them the money to buy the doughnuts and they buy the doughnuts, they get the loss right away even though they haven't returned my money to me. They could return that money to me at any time. For me, it's always going to be tax-neutral. "Do I need to be on payroll with my real estate income or can I just take distributions from my LLC?" This is regarding Trump's 20% deduction on the plan. If it's investment real estate, you never have to take a seller as long as it's rental real estate. If it's flipping and it's in an S Corp, then you would have to take some salary if you're taking distributions. I don’t want to twist it. This sounds like it's just an LLC with rental property. You do not have to take it. The 20% is for 2018 onwards. If they think that it has a sunset clause, the end of 2025. Is it the end of 2025 that it ends? Jeff: Yeah. Toby: Yeah, so 2025. Here's a really long one. Boy, this is a really long one. Let me see if I can condense this. "I have a Wyoming LLC that is the sole member of a second LLC that is disregarded entity. I funded the Wyoming with 8,500 and the Wyoming funded the other bookkeeping QuickBooks balance sheet shows an owner equity 100% of 16,500. This is offset a balance sheet with capital contribution. While this does end up with net equity of 85, it gives the impression of the equity, which is incorrect. Is there a different way of handling?" Do you see what they're doing? Jeff: This is what we call–anytime you have combined financials or tax returns, you're going to have a–you may have a payable from one to the other where you've lent money to the other company, but when you do the combined financial or tax return, this is what you call an eliminating entry. If you lent $8,500 to one, those two entries are going to offset each other and it's going to be zero on your tax return. Toby: He's looking at it and saying, "Hey, they took the eight that I put into the second and added it to the 8,500 that I put in the first," and it's only 8,500 and then 8 went to the second LLC. Jeff: Yeah, I think you just need to clarify that it was the same money that– Toby: We're doing it and we'll take a look at it. We'll grab that name and, when we can, I'll print this out. "Can SMLLC, single-member LLC, disregard an entity under an MMLLC, which is a multi-member LLC taxed as a partnership, be converted to a single, multi-member LLC taxed as if–" you guys are killing me, "And would the tax changes be implemented?" What you're really saying, Billy, is, "Can I spin off a single-member LLC, make it into a multi-member LLC and change it to an S Corp?" The answer is yes. We just have to make sure that we follow the S Corp rules, which means there's got to be natural persons owning it, resident aliens–if it's somebody from out of the country, that they reside in the United States in certain trusts and even certain single-member LLCs. All right, to the question about–this refers to qualified business income. Sorry for lack of a better–no, Janet, you've already got it. "Since rental real estate is included for the 20%, are you also required to be a rep for that to be true?" No. You automatically get it. "High-tech network engineer, does it qualify as special services?" If you're not a network engineer and it's just you, then I would say probably yes. If you have a company and it's not so much you but your company has its own–like it's lots of people and it's just known, then the answer is no. Then, you're not. Jeff: Yeah, there were some specific carve-outs. I think the architects got a carve-out of this, but there's a few industries that have been specifically exempted from those specialized industries. Toby: I'm not sure but software engineer–I would say that if it's just you, chances are going to be under the special services. "When I file taxes, the taxes for the rental property show up on my tax showing a schedule form that is Schedule E. I almost $300,000 with my real estate and other income as a single woman." I think we already talked about this one. "Is there anything I can do to reduce my taxable income?" Yes, Janet, you can make contributions to qualified retirement plans. You can make contributions to charities, including your own. You can make contributions to C Corp if it has a business relationship. There are lots of things you can do or, if you have anybody that you need to pay salaries to like kids or somebody that's working with you, that would be something else you could do to lower the taxable income. "If you were writing out another slide, it's not showing up on my computer." Sorry, Sir. I think that's where all they go. "What about an IOL as a tax-deferred compensation for my property management income?" That would not work. An IOL is tax-neutral although you can do tax-deferred compensation where it's taxable to the entity and it's not taxable to you under certain circumstances. If I do tax-deferred income like, "Hey, I'm taking deferred compensation," I need to be at a losing. Usually, non-compete is going to be the thing that makes it work. We use these especially in the non-profit world where somebody says, "I don't want to be paid; I want to work, but I do want to get paid eventually for all the work I'm doing now. Rather than pay me this year, pay me when I'm 65 and maybe I wipe it out or not, but as long as I have a non-compete with that–" it's saying, "Hey, basically, if you go work for somebody else in a competing industry, you lose all that deferred compensation." You should be good. "I purchased a new computer that cost less than $2,500. Is that a straight expense in the current tax year or some weird depreciation thing?" Dean, it's called a Section 179 deduction. You can buy up to $1 million, you're good. You can write it all off. Otherwise, that would be depreciated. They also have 100% bonus depreciation, so we're going to catch it no matter what. Bonus depreciation is, if it's less than a 15-year property, you can write it off this year. You're not required to. Somebody says, "Is 199A or that 20% a 20% tax deduction or a 20% reduction?" No, it's a 20% deduction against your qualified business income. The net effect could be much more than 20% depending on your tax bracket. If you're not in a high tax bracket, then the net effect won't be huge. If I'm in the highest tax bracket in a state that's taxing me where I'm at 50%, that 20% deduction could be worth a ton. It could be worth significant amounts especially if I'm in a company that's not a specialized service and I meet the requirements. I could have hundreds and thousands of dollars of qualified business income being exempted, and that could be worth hundreds and thousands of dollars to me from a tax standpoint. We already did this one. Somebody who had their spinning left. You can go in bite-sized pieces, guys. We're going to break these things down, and I understand that we're going through fast, but that's half the fun. We're not dwindling around here. "My self-directed IRA received a K1 for net rental loss for a passive investment of $50,000. Do I need to file a 990 T to show loss? Does the IRA custodian sign the return or can I sign?" Jeff: Here's what happens: If your IRA is a partner in a partnership, that partnership is required to issue a K1 to all of its partners. That doesn't mean you have to do anything with the K1 in your IRA. You're not going to recognize any taxable income until you actually start taking money out of the IRA, especially since this is a rental property we're talking about. Toby: Cool. Hey, this is a really good one. By the way, if you ever do a 990 T and it says self-directed IRA, your custodian does have to sign, and they like to charge you for that. "401K, 401K." "I have a C Corp with accumulated losses and would rather close it than repurpose it. Is there a way to direct the loss of my personal taxes? Is it possible?" The answer is yes. It's called a 1244 election. It should have been made when you issued your stock. If Anderson did your C Corp, we already did that because I do it with every single corporation. You can then write off as a single person up to $50,000 or up to $100,000 if married, filing jointly, and then it could be used to offset even your W2 income. Jeff: Going back to one of the earlier questions, this is one reason we want to start recognizing reimbursements and stuff as early as possible to establish those debts to you early on. Toby: Yeah, I had this happen and we actually had–the one time this was ever audited was because this accountant refused to give him a $67,000-deduction. It was one of our clients who was a trader who was ready to launch and go into his business and then his employer made him an offer he couldn't refuse and gave him a whole bunch of our money. He took a $67,000-loss. He had never made a dollar in the corporation. We went under audit. We won. Yay. It took two seconds because it was a single letter and we gave him the law, and it's a statute. The IRS is just a policing agency. If there's a statute that's clear, they don't sit there and fight with it. I think it was a $38,000-reimbursement–what do you call it–refund. Awesome first-timer. We love first-timers. Thank you for joining us. "I want to receive an invite, a reminder to a different email." We can give you that. You can always use this when you register for the Tax Tuesday. Just put in your other email. "Interested doing sandwich lease options. What is the best business structure and what document can you provide to protect myself from sellers suing me if a tenant or buyer stops paying rent or if a tenant or buyer trashes the home?" That's a tough one. You're literally leasing it and then re-leasing it with the right to buy. Let me think about this one. How am I going to do this? I'm going to be doing that through an entity. The way you protect yourself is to keep very little amounts of asset in that entity so that if you're sued, it's not you; it's the entity itself, and the entity doesn't have much to lose. That's a tough one. I tend to stay away from stuff like that. I want to buy the property and then you do a lease option in an LLC. Jeff: Make sure you have insurance. Toby: Yup, make sure you have insurance, too. That could happen so the tenant trashes the place and somebody else says, "Hey, wait a second." That's why there's always risk. What you do is you just keep it to a low. "Is it hard to set up classes in QuickBooks? Does Anderson do this?" It's not hard and, yes, we do it. "How long does it take to set up a class in QuickBooks?" Jeff: No, you'd have to ask bookkeepers. Toby: Jeff's such an accountant. Yes, it's actually very easy. Jeff: Actually, the bookkeepers are really good at it. They do it all the time. Toby: It's literally all you're doing, is setting up another class. It's almost like a revenue class so you might have revenue that comes in from plumbing and then selling products in your plumbing business and then, "Hey, I have one that's a consulting," and that might be another class. It literally takes two seconds. "What if the Wyoming LLC owns a C Corp which owns an LLC?" I don't know what that means, but what we mean is–I imagine for the 199A. We're just going to look at it is the C Corp owns an LLC that's not going to be qualified for the 20% deduction. The LLC that owns the C Corp, if it's doing other activities, might qualify for the deduction. Here's the problem: In the qualified business, the part I didn't tell you about is what is qualified business income. Dividends, interest, capital gains are not included in that definition so if you're issuing interest from a C Corp to the LLC that flows under your return, you're not going to be getting the 20%. "If you set up QuickBooks with a single entity and use class as a separate income, can you also print a balance sheet by class?" Jeff: Yes, you can do it if the balance sheet is also classified. Toby: Okay. See, we're good. We're getting there. We only have about 200 more questions to go. I'm just teasing you. We've gone through about three-quarters of them. "What is Jeff's last name?" Webb. "I have a rental company. This will be my first year doing taxes. What can I expect to pay on my capital gains? What are some determining factors?" Isaac, if you're a rental company and you're selling–like if you have capital gains, it's going to be depending on whether you sold it within a year or after a year. If it's less than a year, it's going to be ordinary income to you. If it's over a year, it's going to be taxed with either 0%, 15% or 20%. If you make over 250,000, you're going to get to add no another 3.8% and then whatever your state tax is. What are the determining factors? How much you make. If you're married, filing jointly less than 77,000, your capital gains rate is zero. All those things come into it. You can always write us at webinar@andersonadvisors if you want to ask specific questions. "I'm in the process of setting up QuickBooks account for my C Corp. I have a construction business and a hair salon that are DPA-ed as C Corp. I am flipping single-family residents in Wyoming LLC? I have sub-expense and sub-income accounts for those." This is getting long. This one, we may want to answer next week because this is kind of cool. It's talking about sub-accounts. I'm just going to table that one unless you want to jump on it. Jeff: No, I think there were a couple of issues in there. Toby: Yup, "But you don't pay tax until the withdrawal, correct? That was just with regards to the IRA." Steve, you do need an account and, yes, you don't pay the tax until you withdraw, add up in IRA. If you have unrelated business income tax or debt finance income out of an IRA, you'd pay it in the year that it was generated. "Can I set up an entity to receive W2 income and max out top […]?" Yes, but you can't do it out of a self-directed IRA. The reason being is that you are a disqualified person so you cannot do that unless you do something called a ROBS transaction, and that's going to be a major topic for another day. That's if your IRA invests in a C Corp that you set up and there are ways to do it and then you could actually pay yourself, so there. "I recently rolled over a 401K to equity trust IRA account, lending funds to other investors charging interest. Is interest income taxable to the IRA?" No, you can do that all day long, and equity trust is having to sign all your docs. My recommendation would be to set up your own 401K so you can sign the loan documents. Somebody says, "How many times a year can you roll over from 401K to IRA or reverse rollover?" It depends on whether you're doing a direct rollover. Jeff: You can do a trustee to trustee every day if you want, meaning you're going from TDM trade to Bank of America. You can do those as long as it's directly being transferred. You can pull the money out once to yourself once every 12 months, and it's a rolling 12-month period. If I pulled it out today, then I wouldn't be able to do it again until next October. Toby: Somebody asks, "Can I roll individual stock holding into Roth trading account if the current value is under the 550 limit, and how?" The answer would be, really, no; you're going to have to liquidate the holdings, open up a new account in the Roth IRA and then contribute the 5,500. It's a pain in the butt, I know, but I don't make the rules. It's this whole Bank Secrecy Act and all this stuff since they flew planes into trade centers. "Is the old rule dead on personal residences two out of five years?" No, that's still the rule, and we still use it like crazy. That's exception 121. Jeff: Yeah, they were talking about making it five out of eight years, and that got thrown out so it's still the old two-out-of-five rule. Toby: Yup. "Do my startup costs carry over two years if my net was negative?" It's actually 20-something years. Jeff: 15 years. Toby: 15 years now? Nate, you can carry forward your startup costs. Is it 15? Jeff::Yeah. Toby: "Hey, wait a second. I have an S Corp. They keep charging me the 800 fee ever
It’s time for Toby Mathis and Jeff Webb of Anderson Advisors to answer your questions about taxes, the IRS, and much more. Do you have a tax question for them? Submit it to Webinar@andersonadvisors.com. Highlights/Topics: What is Nexus? Why do I care? Nexus is a state’s right to tax your income; different types (tax and physical), state laws, and throwback rule - how they affect you Does IRS reimburse me for corporate expenses? Misconception about reimbursement from the client’s company or IRS; IRS doesn’t give you money, but let’s you write it off How do I qualify for a real estate professional status? Requires 750 hours as #1 use of personal professional time; know importance of passive activity loss and logging time What are self-dealing rules for non-profits, IRAs, QRPs? Particular entities can’t interact with a disqualified person - can’t sell them anything; but self-dealing exceptions exist Am I dealer or investor? What’s the difference? Investor is passively involved, dealer is actively buying/selling real estate; can depend on the intent and timeframe Why set up an LLC that does flipping as a C or S Corp instead of a partnership? Because it’s taxed as ordinary income and subject to self-employment tax What is UBIT? Unrelated business income tax is when a plan/non-profit isn’t doing what it’s set up to do; can have passive activity until it competes with active businesses I hold rental property in a self-directed IRA. What can I do? There’s things you can/can’t do, especially add value to a property, so find a property manager and IRA custodian My wife’s previous employer’s stock options were exercised and have peaked. If we cash in, what’ll be the tax consequences/burden? Long-term capital gain and opportunity zone I’m helping a friend with a crowdfunding project. What are tax consequences with no deductions? Does he pay tax on donated money? No tax for less than $15,000 per donor How to aggregate all properties? Disadvantages? Election form that your print with your tax return to identify properties; doesn’t free up large losses tied up If real estate investing part time, are you considered a part-time investor? You’d be a part-time investor, not real estate professional; determining factor is to document time How do I get the 501(c)(3) tax-exempt? Use the 1023 application How do you create an LLC in an IRA? IRA custodian enters into a contract with a company to create an LLC, or set up a 401(k) to roll the IRA into it without a custodian Investing in LLC for holding rental property. How do you avail to a 1031 exchange? Need a 1031 exchange facilitator and LLC must buy or sell the next property within 180 days If I receive social security benefits at 62 and not currently employed, but do receive interest income. Will it affect my SS benefits? Can be isolated into its own taxable entity My wife and I are the only shareholders and both take a ⅓ salary. Is that the right amount? You should take a ⅓ of the net profit as salary instead How do you put an LLC on hold? Do nothing with it or pay the state; file non-activity return Will real estate holding LLC taxes partnership qualify for 20% pass-through deduction? Yes, if not triple net property For all questions/answers discussed, sign up to be a Platinum member to view the replay! Resources Anderson Advisors Tax and Asset Prevention Event Toby Mathis Anderson Advisors U.S. Supreme Court Reverses Long Standing Law On Collection Of Sales Taxes Northwest Energetic Services LLC vs. California Franchise Tax Board Throwback Rule SALT Limit After 24 years, wealthy inventor gets his day in tax court – and wins 10 Tax Deductions That Will Disappear Next Year Passive Activity Losses - Real Estate Tax Tips Real Estate Professional Status - Becoming More Important - Very Hard To Prove Acts of self-dealing by private foundation Unrelated Business Income Tax Opportunity Zones Frequently Asked Questions About Form 1099-INT | Internal Revenue Service Exemption Requirements - 501(c)(3) Organizations Form 1023 Taxbot MileIQ Tax Cuts and Jobs Act, Provision 11 011 Section 199A - Qualified Business Income Deduction FAQs Full Episode Transcript Toby: Alright, welcome to Tax Tuesday, this is Toby Mathis joined by our tax manager Jeff Webb. Jeff: How do you do? Toby: We're going to get jumping on here. We're just going to jump right in. no time like the present to just get business done. So first off, happy Tuesday. Second off, let's jump into a bunch of questions that are giving us a steady feed from folks even before we got started. I'm sure I'll be more happy than to answer your questions. I also got emails in from folks that I may be trying to make sure I answer all of those and we'll just make sure that we're getting through each and every question to the extent humanly possible within this hour. So the first one is, what is Nexus and why do I care. Second one is going to be, does the IRS reimburse me for my corporate expenses. Third one is, how do I qualify for real estate professionals, technically real estate professional status. What are self doing rules for nonprofits in QRPs. I'm going to throw in IRAs in there as well. Am I a dealer or an investor, what difference does it make. Those are the ones that we're going to hit one after the other in succession. I'm making sure that we're getting through these. So the first one is, what is nexus and why do I care. Jeff, do you want to hit tax nexus because there's different types of nexus. There's physical presence for lawsuits and there's tax nexus for taxation. I'm going to have Jeff hit the tax and then I'll touch base on the physical nexus. Jeff: So when we're talking about tax nexus what we're primarily talking about is a state's right to tax you on your income. For example, you may live in Nevada, have a rental property in California. California has a right to tax any income on that property because you're doing business within California. There are different roles, there have been numerous cases on nexus. Toby: Most recently, our Supreme Court reversed a physical presence test that the error that Amazon, everybody that was an online retailer use to avoid state sales tax and that was just changed. Jeff: Yeah, on that one in particular the Supreme Court as Toby said, gave the states the right to tax online sales in their states. The thing is, the states now have to write tax walls to accomplish this. Most of the states don't have anything that accomplishes this. Toby: A lot of times, ignorance is bliss. People would avoid sales tax like for example, I live in Washington, Florida, Oregon and avoid the sales tax and they ignored Washington's use tax. A lot of states have this. You don't pay sales tax and you go someplace where there is no sales tax, you still owe sales tax on it but they call it use tax because you brought the physical item into your state and you never paid sales tax on it. So then they would say, "Aha." And the really interesting thing – there were actually some interesting cases that were popping up from the nexus, ones that came out of Washington, was Northwest Energetic Services too and that was a case in California where they tried to tax an organization that was registered to do business there that didn't actually do any business in California but they wanted to tax its worldwide revenue. The franchise tax board of the board of equalization lost that one and they had a few others but what you'll find is that this is a continuously active in generating area of tax law and we tend to fall into the category of ask for forgiveness not for permission all the time because if you ask a state whether you should be paying tax, they will gladly say yes even if it's not a legitimate tax. They'll tell you that you have to pay it even though it's made to be unconstitutional, unlawful, you fill in the blank. Even if you don't owe it, they'll oftentimes just answer, "Yes, of course you should." They can't actually be giving you any tax advice anyway so it's the wrong party to be asking. I'm sure Jeff you get to deal with that more than I do. Jeff: Yeah, in a state like California, it used to be an old joke for the CPA's that you could be flying over the state of California, make enough business phone call and California would want to so you have nexus and we can now tax you. They're also a state that's very difficult to leave if you're a resident. We had a case where somebody, NBA player for the Sacramento Kings was traded to Seattle Sonics and moved there. Toby: Yeah, now the Oklahoma City Thunder, I was there when they move, horrible. Jeff: The state of California wanted to say, "No, you're still resident of California, we're still going to be taxing you because you got friends here and you have club ownership, some relationships. California in particular is very tenacious with Nexus. Toby: Yeah, so you're going to see things evolving over the next few years since the Supreme Court decision was literally this last, I think it was just months ago or end of the year last year. You're going to see the states trying to fill in the blanks. So you have some states for example in drop shipping, Pennsylvania would tax you if you drop ship out of their state where it used to not be, other states did before. We were talking earlier before the webinar, Jeff and I were talking about what is like a claw back. Jeff: Yeah, it's called a throwback rule that says if your sales into a state that doesn't have taxes then where it got shipped from can tax instead. Toby: Somebody's asked, what are the worst three states for nexus. It really depends on what you're doing, but I would say just off the top of my head probably New York, Connecticut and California. They're pretty heinous. Look at the states that just filed a lawsuit against the federal government under the SALT limitation which is the State and Local Tax Limitation. You'll see I think there was four states Maryland was one of them, where they try to hit you with so many different taxes. It's not just business, it's on your personal as well. It's just for nexus, for a person, it's really easy to figure out, "Hey, where do you live?" Because when I say it's easy, it can be difficult if you have two residences that you spend time with equally. They're going to add up things like how much utility you use, where your driver's license is. Where your kids go to school, where your vehicles are registered, you're going to look at those types of things. There's Hyatt v. Commissioner Case or what was it, Hyatt versus board of equalization I think is actually what it was. Where a gentleman moved to Nevada and the California franchise tax board sent agents to Nevada they climbed to his garage and break into his apartment to prove that he was actually residing more in California than he was in Nevada because his tax bill would've been so great and when they got caught, they said they're immune. Our Supreme Court and Scully I remember the opinion was scathing on them saying, "No, you're immune in your jurisdiction. When you cross the state lines, don't expect any immunity." They just harassed that poor guy. They were climbing around his house. So let's just narrow it down though. You asked a question what is nexus. There's two sides, there's tax nexus and then there's physical nexus. In the physical nexus again where you reside, it's pretty easy. If you live there, then you have a physical nexus in that state, it's where you have a house. In the business it's no different. In a business, you have to decide where it's going to have its main presence and the courts have held having a bare office and nothing more isn't going to be sufficient. You actually have to do something there. That's when you actually have to have a physical office space. We use virtual office where it's doing more than just maintaining a registered agent. There we're actually giving conference facilities, phone answering, we'll do document prep and things like that for the governance of the company so the company can actually have a physical presence. The reason that you do that is to make sure it has a home. So if somebody's coming after one of its shareholders or members, one of its owners that it does not draw that entity into the state where they're located. So, if I have owners in a company and I have my company set up in Wyoming and they sue me in Nevada and they sue somebody else in Texas and somebody else in Florida, you don't have a choice between the Nevada, Texas and Florida where the shareholder or where the members of the LLC are located, they would actually have to go to Wyoming where the actual entity is located. That's what you're trying to do. So if Anderson does my meeting notes, that's why that's important. We're not talking about Canadian, US the nexus pass. I could tell you a fun one. We had a client that just got nailed by California. It's actually under the FBAR which is Foreign Bank Account Regulations. They had some interest on a bank account that was there for a condo they had in Whistler and they sold the condo in Whistler and they didn't report, I think it was like $70 or $76 worth of interest. Jeff do you know these off the top of your head? How much the penalty is? Jeff: No. Toby: If the IRS catches you, it's 50% of the account balance per year. But if you go under amnesty which they have taken an amnesty was a $38,000 fine which they paid for that $76. Canada is still offshore. Anyway, so what is nexus and why do I care. It gets a little convoluted but the reason you care is you don't want to draw your company into your state, you want to make it very difficult for somebody to get a hold of your assets if they're coming after you. From a tax standpoint, it matters because we want to keep our business activities to the extent possible in the lowest taxing jurisdiction as humanly possible. So that's that one. Jeff this is one of your favorites, I know. Does the IRS reimburse me for my corporate expenses? Jeff: Of course they do. IRS is really giving out money. We get this question more often than you would think. I think it's a misconception that clients are being told that their companies can reimburse them for certain expenses which will reduce our taxes and sometimes the clients are hearing IRS is going to reimburse us. The only time you get back money from IRS is if you pay money into IRS for taxes and you don't owe them any tax or maybe overpaid them. Toby: Yeah. IRS is a policing agency. Your taxes when you pay it, they don't even go to the IRS, it goes to the US treasury. So the IRS is merely, pay my boss, is all they are. So they don't give any money out whatsoever so the IRS does not reimburse you for your corporate expenses. What the IRS does is it enforced the laws which is the United States code and issues regulations interpreting that code and is basically the enforcement arm for the US department of treasury. What ends up happening for corporation is they're allowed to reimburse shareholders many expenses that are not included on the shareholder's personal tax returns. So it sometimes seems like they're giving you money when in all reality, they're allowing you to not pay tax on your expenses which is always the battle because there's lots of rules out there that say things are not deductible. Nothing more telling them what we just had happened in this tax change where they eliminated all miscellaneous itemized deductions. All of them are gone in case you've been sleeping. In 2018, you do not get to write them off anymore. Jeff: Now that's your union dues, your tax preparation fees. Toby: Any unreimbursed business expense if you're a teacher and you're providing stuff for your classroom, you don't get to write it off. Jeff: If you're paying substantial amounts to your broker for advisory fees. Toby: That's a huge one. We're going to see that one come back and bite people in their touché. Jeff: That's no longer deductible. Toby: So it's horrible. So no, the IRS does not reimburse you for your corporate expenses. Your corporation reimburses you for your corporate expenses and the IRS lets you write it off. How do I qualify for real estate professional status. Jeff do you want to play with this one or do you want me to handle it? Jeff: I'll do a little and then you can correct me. So real estate professional has a hours commitment. I believe it's 750 hours a year. Toby: So it's a minimum of 750 hours. There's a second part to that too, you know that. Jeff: And the 750 hours can be earned by you or your spouse. What's your second one? Toby: The second one is it has to be the number one use of your personal professional time. Jeff: Oh, correct. Toby: The way I always explain this is if you did 1001 hours doing bicycle repair and you did 1000 hours of real estate, you do not qualify as a real estate professional. But if it's reversed and you did 1000 hours of bicycle repair you did 1001 hours of real estate activities, then you do. And the reason this is important is because ordinarily, your real estate expenses are offset your real estate income and you can only take losses from real estate. In other words, the excess depreciation, or repairs, or whatever, your losses are limited to $3000 a year against your other active income. So that's called the passive activity loss rule. Jeff: $25,000. Toby: If you materially participate and then you have $100,000 to $150,000 scale up. There's some little nuances which don't bring your head with. At the end of the day, there are restrictions on taking passive activity loss. Real estate professional status removes that restriction. The other thing that's really important about real estate professional status is it is per property. So if you have three properties, you'd have to meet it for each of the three unless you elect to aggregate all your properties on your tax return. We have seen this missed by accountants who don't do real estate. They don't aggregate and there are actually cases on the book where people had to fight and they literally had tons of properties they easily met the 750 if you aggregate it but their accountants miss the aggregation election. Jeff: And the sum of 750 hours is not just for your rental properties. Toby: Any real estate. Jeff: Any real estate activity. Toby: Yeah. Jeff was actually right when he said your spouse could qualify, either you or your spouse if you're filing jointly. Jeff: So if you have a full time job and you're getting a W2, I can guarantee you that you will not legally qualify. Under audit, you're going to lose. However, if you have a full time job and your wife does not or your husband does not, they can qualify to be that real estate professional. Toby: We had a fun one. A good friend of ours and a colleague in Georgia was making somewhere between $2 million and $3 million a year in his professional practice. His wife qualified as a real estate professional and he quite literally bought enough commercial property and did something called cost segregation where you're rapidly depreciating it where he generated enough loss off the real estate to offset his income. The IRS audited it, he is self represented because he knew the rule. It withheld, he stood up. His wife just did their real estate activities and he did their practice and at the end of the day, she met the requirement for the real estate professional status and the rule is pretty straightforward. IRS didn’t like the outcome but that's not their job. So they picked a fight and lost the audit which is not uncommon. All right, so how do I qualify for a real estate professional. Keep a log of your time and make sure that you're aggregating all of your real estate activities. Even if it's for a closely held company, it's still going to match, it's still going to work. Next one, what are the self dealing rules for nonprofits in QRPs. I'm going to add in there IRAs as well since when we talk about a qualified retirement plan, we're really talking about 401K and 401A. This is going to dovetail in with one of our other questions that came in off the internet as well. But here's how it works. If you are in a particular type of entity where it says you cannot interact and engage in business with a disqualified person, you could not sell them a $1 million building for $1. It is an absolute prohibition against self dealing. The most important first step is determining whether or not you're within one of those rules. Then if you are, then you look and say are there any exceptions to that rule. So for nonprofits, nonprofits are going to fall into broad categories foundations, private foundations are one. These are nonprofits that aggregate money and give money to other nonprofits, they don't do anything. And in that one, you have an absolute bar from self dealing. The next one is an operating nonprofit that is doing something and in that case, you just have to use arm's length transactions. So we look at that, that's our step number one. So let's go back to the first one, private foundations then you look and say, are there any exceptions. The only exception is reasonable compensation, it can always be reasonably compensated. But other than that, no more transactions. So for nonprofits 501(c)(3) you can enter into transactions as long as it's an operating nonprofit. It can give you benefits, it can pay you and it can engage in sales and other transactions between you and the agencies so long as they are arm's length. And the way you make sure it is arm's length is you have non-interested parties looking at it saying, "Hey, that looks okay to me." somebody who doesn't have a dog in the fight. Now we go to QRPs and IRAs. In either one of those, you have absolute prohibitions against self dealing with disqualified parties and disqualified parties are lineal descendants which would be grandparents, children and their spouses, great children and their spouses. It does not include your siblings. So what's interesting is you could actually engage in transactions with your IRA for example, loan money to your brother. You cannot loan money to your mother. You could not loan money to your kids or your grandkids, you could not do a second on their house, you could not do anything between the company. You could not buy a house from them. That is an absolute bar that's called, disqualified party. Jeff: The way I kind of look at it as to whether you may be violating self dealing rules is, are you benefitting from a transaction between you and the nonprofit or the QRP or the IRA. That's really what they're out to prevent. And unfortunately the rules are pretty severe for violations of the self dealing. Toby: If you self-deal, you're just going to disqualify your IRA. If you're using a QRP and you're using a 401K, then we have different rules, and in that particular case, it would just disqualify the money that you actually were utilizing. Their far more lenient. Jeff: I had a client who had a QRP, it was actually defined benefit plan, who had a required minimum distribution to make and the plan was not funded at the time. The client had to make a loan to the QRP, which is a self-dealing but unfortunately there's an exception for that that one was quickly repaid. There was no profit or interest earned on it. Toby: Was it within the 60 days? Jeff: I believe it was within 60 days. Toby: There's some more fun stuff. Then we go into the 401Ks and this is where you get into people acting on behalf of the company. I know that there were some questions, that were already posed in the chat feature here. You're not supposed to be getting any personal benefit or using those funds at all when you have an IRA or a 401K. In an IRA, it's much more severe because you have a custodian. So if a renter for example is paying you money and they pay it to you individually, technically you have a violation of the self dealing rules because you just received money. Even if you go ahead and put it right back in the IRA, you're going to have an issue because technically you weren't supposed to receive the money, the custodian was supposed to be receiving the money. So you should actually have rental money going to your custodian if you’re using an IRA. If you’re using a 401K or 401A, which the profit sharing plan or 401K, then you are the trustee and you're able to accept the money and endorse it right into the account and make sure that the money goes to the right place. IRA's are a little more difficult. To get around this, a lot of people with IRA's will set up an LLC which you can be the manager of. Actually, the IRA is technically the member— you're in non compensated role and we have to make sure that the LLC agreement says that if we drafted it, then we make sure that we're putting in the non-prohibitionals. You cannot personally benefit from these activities. It has to all go back to the retirement plan. People will do the LLC and they will be all right, now I can go ahead and accept the funds through the LLC, that's how they do with an IRA. If you're doing with the 401K, we're going to suggest that you still set up an LLC anytime you have real estate, just because we don't want the liability to flow through to you. But there, now, you don't need the custodian. You could technically do it inside the 401K directly though you should still have the LLC and it's the same scenario where you're able to accept the proceeds. That's not going to be a technical violation because you're acting on behalf of the plan. And that is not a violation of the self dealing rules. So the biggest takeaway from all this, is that you can act on behalf of the plan. The second a just qualified person starts to get personal benefit, you have violated the rules and if it's an IRA, the whole thing is violating—considered a taxable event, which should be that 10% penalty plus income tax on it for the entire amount if it's at 401K or 401A, it would just be the portion that you violated. We tend to be very bullish on using 401Ks and 401A's, profit sharing plans around here also known as QRP. And this is why, because they're far more forgiving and they have a less moving pieces. I hope that explains that. We're going to have—I know there's a couple more questions that are in here, that are going to be relevant to this section as well. Let me jump on to something. The questions, this is something you can ask detailed questions via our email. I will answer them, Jeff or Tony, whoever's from the tax department here. We will answer these on the tax Tuesday. We will also more likely be responding back out to you directly as well because we want to make sure you get your questions answered, but just jot down that address, webinar@andersonadvisors.com and feel free to shoot them in. Since our last one, Tax Tuesday, we had a couple of questions and I want to go through these. Number one was from Karen out of Alaska, "I have a revocable trust in Alaska that owns and sells real property, does the trust to pay income taxes on the profit or does the profit end up on my personal tax return? Is it taxed at the same rate as everything else? So the most important word she used in her question was revocable, because trust come in two flavors, revocable are irrevocable. If they're irrevocable, then we have two choices, we don't have to worry about the irrevocable.. Since it's revocable, it's a grand tour trust is ignored, it's you, for tax purposes until your dead. So you're good, sorry, sometimes I'm blunt. So if you're buying and selling real estate, real property it's taxed no differently than if you're on the real property. Now here's the rub, it also gives you know asset protection. So revocable trust is giving you know asset protection with that real property, so I would really strongly suggest that the revocable trust actually be the owner of an LLC that is buying and selling the real estate and depending on how quickly you are turning this, will depend on whether that say, S or a C-Corp., if it's a flip versus if it is a long-term holds, then we just put it as an LLC. It would either be disregarded or taxed as a partnership. We want it to flow under our return. Those are kind of our choices. There was a question, I don't know if I got to that. I'm going to skip back to our slides. There's something about—Am I a dealer or an investor? So I want to make sure that I'm getting this one right here. Because this is relevant to one of these questions. A dealer and an investor is something that we talk about in real estate, you want to hit on this? Jeff: No, you're doing fine. Toby: An investor is someone who's passively involved, a dealer is somebody who is actively buying and selling real estate. So if you buy real estate with the intent to hold it for its long term appreciation cash flow, then you are an investor. If you buy real estate with the intent to sell it, then you are a dealer. The easiest way to conceptualize this is if I am an investor, I am passive. If I am a dealer, then I am a supermarket with inventory. And I'm putting my real estate on a shelf and it's constantly for sale. Just like at your grocery store, it may take a couple years for something to sell. I'm just imagining the items that are on the shelf. Jeff: Your durable goods. Toby: Right, so you sell something, I used to do liquidation. We would grab all the expired items we would sell them but let's say, it doesn't matter how long you held them. A lot of people think, well if I held it over a year, I can't be a dealer. That's not the case, we actually have cases on the book where they held it over 10 years. What matters is what your intent was when you buy it. And the difference it makes is active income versus passive income. The difference is an investor can 1031 exchange and defer all other taxes. An investor can get long-term capital gains, an investor can do installment sales, an investor can spread out the tax liability over a long period of time. Whereas a dealer is active. It's subject to social security taxes, it's taxable immediately even if you don't receive the money. It is active ordinary income, it's no difference than I just sold that box of Cheerios on the shelf that I've been waiting to sell. It makes a huge difference. Dealer activity we're going to isolate inside of an S-Corp or a C-Corp. Investor activity, we're going to make sure it flows on your personal return either by using a disregarded LLC or a partnership LLC, one of the two. Jeff: Intent has really made a difference in a couple of cases. One, where somebody bought a property that they go allow their child to live in, something end up happening then they sold it after a short time. They were considered to be an investor not a dealer. Toby: It doesn't even matter. It does not matter whether you ever rented it, there's plenty of cases where somebody tried to rent it and they were going to use it as a long term hold and then things change and they sold it. Just know that if you buy or sell within a year, the presumption is going to be that you're a dealer. If you hold for over a year, the presumption is going to be that you're an investor but it's not a guarantee. We're going to get back to these questions. How does Flip LLC income flow into S-Corp and then what will be distributions of the seller? So, we talked a little bit about this last week but I'm going to go and we're going to hit this. When you set up an LLC, it doesn't exist to the IRS. So when you say how does the Flip LLC flow into S-Corp, it doesn't. A Flip LLC is an S-Corp if you elect to have it be treated that way with the IRS. The income is just going into an S-Corp. Then you have to decide what your salary will be because if you know anything about an escort S-Corp, you want to make sure you pay yourself a reasonable salary if it's making money. The rule of thumb to use is, one third of your net income should be paid out as salary. That's just a rule of thumb but it's all in all reality the IRS has this funky test where you're supposed to say, "Hey, what would it be? What could it be paid?" they never tell us exactly. So I'll just say this, pay a third, don't worry about it. If you get too much money, if you start making over $300,000, then we're going to have a chat but where you're going to be on our radar anyway, we're going to be making sure you're paying a reasonable salary anyway. The reason this is important is because the salary is subject to old age death and survivors in Medicare also known as FICA or social security and the distributions are not. So what you would do is you'd be cutting your social security tax by about two thirds if you did it that way. I hope that explains it. So it makes its money and it pays it out. We do need to make sure that if you're flipping, that the money goes into the LLC. Jeff: A quick comment on distributions on an S-Corporation. Distributions are typically the money that's already been taxed are in you're just pulling the cash out. What you don't want to do is go out and get a bank loan in S-Corporation and take distributions from that for several reasons. One, you don't have basis in those distributions. Two, it gets into the whole finance distribution issues and things of that nature. So you really only want to be pulling money out of the company that you’ve already been taxed on. Toby: Fair enough and then if you don't pull any money out of an LLC that's taxed as an S-Corp, you don't technically have to pay yourself a salary. You just let it sit in there and keep growing which your accountant is not going to tell you because they don't know that. The reason I know that is because I have spoken to probably 100 accountants that missed that one. It says, why do you want the LLC that does flipping set up as an S-Corp or C-Corp instead of a partnership? Mark, we were just talking about that because it's taxed as ordinary income as subject to self employment tax. So the reason we want that in an SRC is so that you do not get classified as a dealer because then all of your real estate is dealer real estate and you could lose all your long-term capital gains, you to lose your 1031, you could lose your installment sale. So we want it to be a separate taxpayer from you so the IRS notes clearly who the investor is and who the dealers is and then you can reduce the amount of tax hit by using the S-Corp that will reduce your self-employment tax significantly, if you add a 401K to it, you could eliminate your tax or defer it out into the future. If you use a C-Corp, then depending on what your expenses are, we can also eliminate all your tax or at least reduce it significantly. So that's why we use that. All right, we have a whole bunch of questions to go through so I'll go through this. What is UBIT and UBITA. UBIT is unrelated business income tax and the easiest way to understand this is when you have a tax deferred entity or tax, it's not actually a tax rates, it can be tax rate if it's a Roth but when you have a qualified plan or a nonprofit and it is not doing what it's set up to do, so let's say in an IRA or a 401K or a 401A, or a nonprofit, they're all set up to do certain things. They're allowed to have a passive activity which is rents, royalties, dividends, interest, even capital gains and it can have those and you don’t have to worry about it at all. But once it starts competing with other businesses, active businesses, now you have an issue and that's what's called—let's say that you have these ordinary businesses. Then they would be taxed, generally speaking it's going to be the highest rate at 37% I believe is what it's going to be as kind of a disincentive to engage in traditional businesses inside those exempt organizations. The easiest way to look at this, let's say you set up an IRA and it runs a mini mart, you're going to pay tax on those profits just like anybody else would. The exception is if that IRA owns a corporation that does not pay out the profits directly. It would have to own C-Corp and then it would only receive dividends and then those are considered passive. So it gets funny and a little bit difficult. The other one is let's say you set up a nonprofit, that's for—what's a good one? Helping Vet and then it sets up a pizza business on the side and starts competing, it buys a bunch a Domino's franchises. It's going to pay tax on the Domino's franchise. It doesn't get a big huge competitive advantage selling pizzas because it's a nonprofit. It would have to be for its charitable purpose and that's UBIT. Jeff: One place we see a lot is like hospitals, they're usually tax exempt but they may have a gift shop which they have to pay the business income tax on because it's not directly supporting them but it is a business. Toby: But you're allowed to do that for like what is it, Salvation Army and some these other thrift stores. They'll let you have one for a church and whatnot. If it's ancillary, if it's completely ancillary and it's just being used like thrift stores I think are one of the few exceptions, gift shop absolutely, you're head to head. Here's another one and I think that this may be what Diane was looking at, it's debt financed income. What that is, is if I'm using the leverage, then there's an exception for IRA's where it cannot use loans to generate income, it's considered an unrelated debt financed income. It will be taxable That is not the case for 401Ks and for 401As, which is what—if you've ever been to one of our events, you hear us railing on the idea that if you are going to finance real estate, real estate is considered passive and it's considered okay not UBIT. The only way you make it taxable is if you leverage it inside of an IRA, so don't do that. If you're going to leverage it, make sure your rolling that IRA into a 401K or profit sharing plan which is the 401A. So there, that's my two cents. I figure that maybe they had a funky—UBITA, I have no idea what that is, but it looks neat. I think they were probably referring to get financed income, since those things usually go side by side. All right, we have a ton of questions that have been posed and this is so much fun, we have like literally a jillion questions, if that's the number. All right, so here's the first one, if I cash out refinance or borrow an equity loan from my primary residence, use the money to do private lending by rental property, can I deduct the interest expense as an investment expense beyond $750,000 amount? They're throwing some things in here. This is actually a really long question, I'm giving you the thumbnail sketch of it. Hey guys email those types of questions in, because nobody's going to be out to follow this, but here's what here's what they're saying, we now have a restriction on your mortgage interest, it's $750,000. If you borrow on your house, and by the way it's $750,000 now, if you had a loan on it up to $1 million, you're grandfathered in, if those prior to what was it, 12/15/2017, you're good or if you got your long before April 15th and you already started the process before December 15, don't you make my head hurt. Long and short of it is, let's say $750,000, but your house is worth $1.5 million. You borrow money out of your house. You will not be writing that off personally, you are capped at $750,000 and that's on your schedule A. Whether or not you're getting any benefit out of that is to be seen because you have your standard deduction. I imagine it's going to be above the standard deduction if you're borrowing up to $750,000. Let's just say we have our $750,000 and we borrowed an extra $500,000, it can't go on your schedule A, but it can go someplace else. The someplace else would be, for example, if I put it into my schedule E, because I'm using it to buy rental property. Then I can use the income of the rental property and I can use the interest being paid as a separate expense, it's just going on a different tax form. The other route that you can go is, if I give that $500,000 and I loan it to a corporation and the corporation re-loans, in the words the corporation is going out loaning its money out and it's reimbursing my interest, then in all reality the loan is really to the corp, and I'm not getting any tax benefit but the corporation is reducing its income by reimbursing me the right to use basically my line of credit. This is no different than if you do this with your credit card. It's reimbursing you, so you make no money on it, but you don't pay tax on it, it such a fancy work around. That's number one. Next question, I hold rental property in a self directed IRA. I do tenant screening, manage the rental, hire vendors to do the repair work and I don't physically work on the house. Good, because you can't physically work on the house, you can do everything else, you can hire, do screening. I would actually have a property manager on it. All income expenses come and goes to the same self directed IRA account, hopefully that's with the custodian or you have an LLC, disregarded to the IRA. Somebody asked this, the IRA custodian sets up the LLC, you can't do it. You shouldn't be going out and doing it yourself, paying your money, you should actually have the IRA do it to keep it clean. Is it allowed? Yes, some people say, "If only I don't work on the house myself, that's okay," and they're correct. Some people say, even screening, collecting rent is not allowed, can you please clarify? You should not receive the money, the IRA should receive the money, you can direct you to the custodian though. You can even get the check and hand it to the custodian, forward it to the custodian, whatever, as long as what you're doing is not adding value to the property. That's the big no, no. Don't go get a paint brush and start painting the house because you're increasing the value to your personal efforts. Next question, my wife's previous employer stock options were exercised and we feel have peaked, cost basis 132, market value 280, if we cash in, what will be the tax consequences and how can we reduce the tax burden? We need to pull the trigger shortly. Aziz, this is you, there's two ways you can do this. First off, you're going to end up with long term capital gains, so it's not horrible. Secondly, there's something called an opportunity zone which just enacted at the end of the year and the just published out all these zones. If you reinvest the money in a opportunity zone, you defer to the tax. In the opportunity zones, there's tons of them. It's any neighborhood that is considered—that needs public support and there's a laundry list. I would actually encourage you to go Google, opportunity zone, tax and you'll find a big old list. But the communities in your area that are typically low to moderate income house. If you took your entire amount of increase, so let's say that we have $150,000 of taxable capital gains, you could buy $150,000 of opportunity zone properties and pay zero tax. Now, the question is, what happens when I sell? So there's holding periods and the minimum holding period, I believe, is you're going to be looking at five years, where then you're going to not have to pay tax on 15%, I'm going off of memory. So you'll have to excuse me if I'm not spot on, but it's 15% then it jumps up. At 10 years, the entire $150,000 is no longer taxable. And I believe that you're not going to be paying tax on the gain in the opportunity zone, it's kind of a two pronged, are you familiar with that one, Jeff? Jeff: Somewhat, I know that you replaced the old enterprise some number of years back. Toby: Something to look at, but would be it. The last way to avoid tax is give them, before you exercise it, is give that to your non-profit, if you have one and you would get a $280,000 deduction. And then the nonprofit can sell it zero tax. You'd get a monster tax and you could have these too, you could say, "Hey, I really need to offset a bunch of the tax, so I'm going to make a contribution," it doesn't matter what your basis is, it only matters, the fair market value of those assets and if you transferred let's say $140,000, half of it, let's see transferred $140,000 worth of stock, you would get $140,000 tax deduction and it can offset your income up to 60%. In either case, if you're pretty confident that we can mitigate or eliminate that tax bill if you wanted to. If you keep it out of state, somebody says, if you keep it as state for 36 months, can it be avoided? I am helping a friend with crowdfunding project and due to medical needs, we'll need a large sum, maybe $100 million what would his tax consequences be if he has no deductions? Does he have to pay tax on donated money? Fred, generally speaking, if you're getting these little gifts, as long as they're less than $15,000 there's no tax and when I say $15,000 that's per donor. So if I do a crowdfunding and everybody gives $100, there's no tax to the recipient. So go ahead and raise them a bunch of money. Jeff: Keep in mind when you're doing this crowdfunding, if you're contributing to a crowd funding, it is a gift, it's not a donation. Toby: And it's not a tax deductible donation. In 2017, I sold a rental house and took a $40,000 note. In 2017, I received $944 in interest but have not issued a 1099-INT. I did report the amount on my personal 2017. What should my next step be? Wait until 2019 or file now. So he's the one who holds the note, he was paid interest. What do you have to say? Jeff: This is kind of a darn if you do and darn if you don't. There is a penalty for not issuing the 1099. You did the right thing by reporting the amount of interest. However, there's a penalty for not following the 1099. There's a penalty for filing them late. Toby: What's the penalty like? Jeff: I think it's $50 or $75. I think it's $50 up to $99. Toby: So what you're saying is do it next year? Jeff: I didn’t hear anything. Toby: Hey do it next year unless they start digging in. I've had that, we actually went through a super audit here once and they went through every—they let you fix it. So I just wouldn't do it. I would just do it next year and say, "Hey, oops." How to aggregate all properties. What are the disadvantages to doing. You file an aggregation election, is it a form or you just check in the box? Jeff: It's an election. It prints out a form with your tax return. It says exactly what properties or investments you're aggregating together. The only real disadvantage is. Once you aggregated these properties, let's say you have two houses and one has significant passive losses. When you become a real estate professional, those passive losses gets stuck in there. Normally they get freed up when you sell that property but once you aggregator properties, it's all considered one property. So it doesn't free up those if you have a large losses tied up, it doesn't free them up until you get rid of all your aggregated properties. Toby: Cool. Nicely put. Are the purchase and sale of mortgage notes considered real estate for real estate professional status I'm assuming. Jeff: This is my gut feeling, I would say no. it's more of a lending, more of an investment in the notes. Toby: Depends on whether you're ending up with the properties. It depends on what your intent is and if your intent is just to buy and sell mortgage notes, then you're dealing with lending. In order to be real estate, it's really got to be focused in on the purchase and sale of real estate. Jeff: So we kind of run into the same thing with construction companies and such that they meet the test for certain things but not for other test. There are some input to it so real estate broker is kind of the same thing. Toby: Here's the thing, so this is Dean. Dean, if I am in your shoes, I am documenting the time I'm spending in real estate. so even though I may be going after a note, if the reason that you're going after the note is with the intent that possibly end up with that property and you do the research and you can back it up, then you add it into the real estate column as far as your time and you aggregate all your time. The only time this is going to come up is if somebody audits you in goes through all of your records that thoroughly which is rare that that happens. But let's say that it does, then you're the one who's tracking all of your expenses and your time. Then it would be up to the IRS to sit there and say, "Hey, that was actually for the mortgage." and so the old adage is pigs get fat, hogs get slaughtered. You don't take all of it but you aggregate that a little bit. Jeff: Can I bring up a pet peeve? I hear on the radio frequently about all these auditors that IRS has hired and they haven't had a real hiring since 2010. Toby: They're so toast right now. Jeff: The last big hiring they did most recently was to deal with Obamacare for that audit purposes. But really, they're dealing with almost a skeleton crew anymore. Toby: We just got proposed tax forms for 2018. We don't even know, we just had proposed regulations issued on the tax changes two weeks ago, three weeks ago. They're way behind the eight ball and sometimes we put ourselves in a disadvantage. Don't be crazy about it, but you can be pretty aggressive and especially if it's the truth. If what you're spending your time on is real estate, count it towards real estate. So if you're doing real estate investing part time, can you be considered a part time investor? Yeah, you'd be a part time investor but you wouldn't be a real estate professional. So the biggest important thing and this is for Darlene and Ken, is to document your time and if you go over 750 hours and it's more than you spend than anything else, then you're going to be a real estate professional. Otherwise, you're just an investor, unless you are buying properties to sell. So when you say investing, that means you're going to hold on to them, you're letting them depreciate a little bit but you get the cash flow. Does time spent lending money on real estate for real estate qualifiers and real estate professional. No investing, didn’t we just answer that one? It depends on your real intent of investing in the note. A lot of people are buying notes to end up with a real estate in which case then I'd say probably. Jeff: No, what if she's gap funding? Toby: If you're gap funding then I would say no, then you're lending. So you really have to take a look at the totality of the circumstances. I wish I could say yes or no. what we want is a yes and there's a way to get there. So it's making sure that you're documenting things to support your position. We could dig into that a little bit more, if you want to shoot us the email then let us dig into it. Then the next tax Tuesday, I can answer that one and Jeff can answer that one with a little bit of research behind it. Nexus question, "I'm a resident in California, I'm moving to Arizona. I plan to keep a single family rental in California. The California houses and the land trust is owned by Wyoming LLC, does California have the right to tax my pension income after I move in addition to my income in California rental." Shelly the answer is, it depends on where the rental was earned and whether you're taking out over a 10 year period then the answer is, no. and my guess is that you're going to be a big no. They will be able to tax technically the rental income that is being derived from California but for the most part, that's going to be zero. Jeff: A really important number to remember when you have a property in more than one state is 183. That's typically the number of days you need to spend in a state to be a resident in that state. Toby: "How do I get the 501(c)(3) tax exempt?" Marie, that’s the 1023 application. Yes, it's the 1023 application. So with a nonprofit, I always look at these things in threes, we file with the state which is a corporation. We document it to make sure there's no shareholders which is for private parties, and then we file with the feds and we're telling them we want to be an exempted organization and that exemption is done via 1023. So we go through that process. When we set them up, we set up about 3,000 of them successfully. "How do you create an LLC and an IRA?" Darlene and Ken, what you do is you have the IRA custodian internal contract with a company like us and we create the LLC, or we set up a 401K, roll the IRA into it and then we'd let you do it so you don't need a custodian. "Is this recorded and will a replay be sent out?" Robin, it's made available to anybody who's platinum and then I'm cutting out a bunch of the Q&As and will throw them all over the internet. The recording, yes we record them. Join platinum, it's fun. "If I sell a partial note to a family member from my QRP, is that disqualified?" it depends on the type of family members. When they're your kids, yes. If it's to a brother or sister, no. then you can do it. When you make a contribution and that's just the whole disqualified person argument we had earlier. So you can always ask again, ask the question specific to your situation, we'll give you a very specific answer. But just know that if you sell a partial note out of your QRP, it depends on the relationship of the family member. If it's lineal, you have a problem. Which means kids, parents, grandparents you have a problem. If it's horizontal, siblings, not a problem. If it's the spouses of the disqualified person, you're going to have a problem. "Investing in LLC for holding rental property, how does one avail to a 1031 exchange?" Here's how it works, so I'm not going to worry about this. The 1031 exchange, you have to have a 1031 exchange facilitator. The LLC has to buy the next property. So you sell one and buy one within 180 days and there's some other roles in there about when you identify it or you do a reverse exchange where you buy the replacement property then sell the other property within 180 days. But neither cases, in the name of the LLC, you don't have to do anything else. "I should be able to still qualify as an investor and still be active in real estate by investing more than 750 hours." yes, but in actually is a full time job. So if you have a full time job as a real estate professional, then you're good. But remember, your activity as a real estate investor has to exceed your activities of any other profit making activity. So if you work and you work 1,500 hours, even if you did 1400 hours as real estate, you are not a real estate professional, still below that 1,500. Investment in LLC for holding rental property, how does or somebody asked that. If you in invest funds to have an equity in a project, oh my god, this one's going to kill me, built by someone else, I'm trying to think what this is. So you're investing funds for a piece of an LLC in which you are passive and they are a builder, are you a dealer? So Judith, no, you are a passive investor in an active business, is what you are. I see what you're saying, what she's asking is, "Hey, I have Bob the builder come up to me and says, 'Hey, we're going to build this big apartment complex, we're going to develop and everything. You put in $100,000 everybody else puts on $100,000.'" You are passive. You are not considered the dealer. Here's a fun one, did you already read this one? Jeff: No, I haven’t read this one. Toby: Okay, I am planning to receive social security benefits at 62, and currently not employed. I do private lending to real estate investors through promissory notes. So I do receive interest income in the amount of $40,000 to $50,000. Will this affect my social security benefits? At what point to social security benefits are taxable? So Joe, the answer is that there are certain types of income that are exempt from calculations, social security, Jeff you know off the top of your head? Jeff: If you're receiving earned income and that's all social securities could ever know about, so we're talking about self employment income, W-2 wages, that's going to affect your social security benefits. Toby: But if you're just receiving interest income, is it going to affect it? Jeff: Well, here's the thing, if you're in the business of lending money, we would typically set you up as a business, either on schedule C or through an S-Corp or something. That interest you receive wouldn't be, interest income, it would be business income. You'd be able to deduct certain expenses from that income… Toby: We got to look at it, because usually you're going to want to be treated as active, in this particular case you're not going to outdo yourself. Jeff: The downside of this is, any money, any net income you have from this business of lending money is going to affect security until you're 65, or 67, full retirement age. Toby: Joe, the answer is, we may one isolated into its own taxable entity, so that it doesn't affect you. We may. Jeff: I kind of feel like this would be in a great place for an S-Corporation. It's not earning income flowing through to them. Toby: Would he have to take a salary? Jeff: Yeah there we go. Toby: I'm going to take a look. Joe, that's a great question, could you submit it to the webinars at Anderson Advisors, so we can research it. In that way we can hit it in two weeks, to get you a much more thoroughly research, because you're asking a very complicated question. That’s just not going to be at the top of our head. We're going to make sure that we don't step on a landmine. Jeff: So the answer's, maybe. Toby: My wife and I are the only shareholders and we both take a one third salary. No, you should take about one third of the net profit as salary, total between the owners. So greater than 2% shareholders or you and your spouse, so you could each take, I'll throw numbers out, let's say you made $100,000, you could each take up to $18,500. If you're under 50 and immediately dump it into a 401K and not pay any tax. So, "Hey we like that." We have a medical coding business, perfect, yeah, so that's when we want to take a look at. "This is so much fun, really appreciate it," I hope that's not sarcastic, Al. "I opened a couple of LLC, I'm going to use to purchase flipping, can I put them on hold until I do? Do I have to do tax returns?" It all depends on what you're doing with those, the answer is, yes you could put them on ice. "Thanks for the answer on UBIT." Diane, no problem. See we actually do answer questions here. "What are the legal benefits of incorporating in Puerto Rico, if any compared to Nevada?" If you live there, I think they give you 4% tax rate, but you actually have to reside there. There's legal benefits, not really any, other than the tax benefits and the fact of the matter is Puerto Rico has Spanish law, which means they could probably take your company from you. But you can still go down there and Jeff… Jeff: Well, I mean, there are certain industries that have great tax benefits pharmaceutical companies was always a big one. Some of those old laws have sunsetted but might be a good opportunity. Toby: Cool, look at all these questions. All right, some people are saying nice things, great. I like nice things better than, "You guys are jerks." In 2017, I was self employed under my LLC, I have not filed my taxes yet and not considering retirement. Would I still be able to do that? What is best options?" Casey, are you under—self employment under my LLC. So it depends on whether—it was an S-Corp. Did you file an extension because you would be able to do a retirement plan either a sub-IRA or if you already had the 401K then you can make a contribution from the company for it. It would either be a 401A or a 401K. or sub-IRA, I think those are going to be your... Jeff: And if you do extension, you have 11 days to get it done. Toby: Yeah, you have 11 days. Casey, get off your butt. All right, Brian wants advice with the start up pre revenue, he is offering 10% stock, "Not sure I want ownership that subject to capital calls, expectation, potential—is it better to take an offshore [inaudible 01:06:53] until there's more value in the company?" It really depends, so Clark, nice to see you. Awesome. I know Clark's brother very well, studs, nice family. All right, friends, if I was going to have a piece, the whole thing is, if I'm putting money into an endeavor, it's going to be, "What am I going to get out?" It would really depend on the agreement, I don't want to be subject to having to put more money in, nor do I want my interest necessarily being diluted by somebody who is. So one of the one of the ways you can do it, is sometimes do it is a convertible note where you loan the money, so you know you can at least get it back, but it's convertible into equity at the fair market value at that time. You guys can actually agreed to this ahead of time. So that if you decide you want to contribute it, you see they're doing what you want but then you convert it into equity. Otherwise it just remains a note that they pay you on. Clark, that's probably the route I would go. Jeff: But the assumption here is, this is a C-Corporation he's talking about. Toby: I don't even care… Jeff: Well if it's an S-Corporation that we wouldn’t be able to have all these secondary notes and stuff. Toby: If it's an S, I could so convert it. Jeff: Could you? Toby: Yep. Jeff: As long as it converts into the same… Toby: Yep. The risk is I don't want to have a convertible debt to anything other than an individual that would qualify for S.. Jeff: Okay. Toby: But I don't see S-Corps raising money this way. It's almost always C-Corps with partnerships. So the ones that I've been personally involved in, we did three levels of financing this exact way with Vegas Tax fund. That's the little Tony Hseih group and they dumped a bunch of money to a company called Role Tech. You can look them up online, because we exited that wanted with the sale to Brunswick. In a way they did all their money was purely—that was a C-Corp, but it was purely through convertible notes. All right, "What are the best tools you can recommend for tracking time mileage and expenses for real estate investors? My desire to be paperless and get everything out…" People use Taxbot for mileage, it's mileage IQ, MileIQ, I think it's the one that I use, but if you're tracking time, it's just using—sometimes is just using your calendar or spreadsheet. Let's see, "Is full time realtor, a real estate professional?" Chances are, you're going to aggregate and all that. "I understand and agree." I'm not sure I understand that. "I executed a 1031 exchange where trust all the owned property, sold it, and took title of the up leg property in the trust using 1031 exchange. But now I want to transfer up leg property into an LLC." Diane, there is no time restriction that you have to hold it as long as you are the one and still the end beneficiary. If you extend loan through an LLC owned by Roth IRA, they want to transfer, sell the remainder, but then season it out to a lower interest rate. Can Roth continue to receive the full payment from the borrower and the relay the portion?" Yes, as lines is non-convertible, same as you do in an S-Corp. "Is the answer the same best self administer S 401K? So what they're asking is," If you extend a loan through—we're just going to call it the Roth IRA, because the LLC looks right into it from a tax standpoint. And then you sell the remainder of that then season notes. So you start collecting and then you sell the note because it's doing really well and you say, "Hey does anybody want to pay me for this?" I know a guy that that's what he does. He puts the notes together and he sells his notes out and so he can get the money to go to another one and he aggregates them altogether, they call it flying in flocks. The lenders flock together and together they do a loan and he sells his portion. Yeah, you could sell it and then you can continue to receive it and keep a portion of it. the only issue you have is if it's a convertible note then you wouldn’t want to do a convertible note because boom, that Roth IRA depending on the type of entity if it's an S-Corp you'd kill the S-Corp's status of it. How do you put an LLC on hold? You get quite literally do nothing with it or you just pay the state and then you file a non activity return. You say it's not doing anything. So you're allowed to do that or you just do nothing. Which is what I tend to do. It just depends on your state. If there's not much penalty then I just kind of sit it and then two years later I might reactivate it. Will real estate holding LLC taxes partnership qualify for the 20% passed through deduction? Yes, it will. Here's the deal, as long as it's not triple net property. What she's asking is, "Hey, I have a whole bunch of LLCs and they all receive rental income and there's a net income amount." let's say it comes through with $50,000 there's something called a 199A deduction that was enacted by the 2017 tax cut and jobs act. And it gives you a 20% deduction off that amount or 20% of your taxable income whichever one is less/ but if you earn over a certain amount so for individuals it's over, $100,575 if it's a married couple it's $315,000 which is going to make your head hurt I'm going to suffer memory here. Then you scale up and then you have a new test it's 50% of the W2 income that's being paid on that particular busine
Jeff Bunn, lawyer, wellness expert and owner of the Mindful Law Coaching and Consulting Group, presents the business case for investing in attorney wellness. As he sits down with ALPS Executive Vice President, Chris Newbold, Jeff lays out why making mindfulness a priority in the legal profession makes sense not just from the health standpoint of health, but also the economics of the practice of law. To learn more about all areas of attorney wellness, visit the National Task Force on Lawyer Well-Being's Resource Page, featuring the report and more information on what is happening in your state. ALPS In Brief, The ALPS Risk Management Podcast, is usually hosted by ALPS Risk Manager, Mark Bassingthwaighte. This episode is hosted by Chris Newbold, ALPS Executive Vice President. Transcript: CHRIS: All right. Welcome. This is Chris Newbold. Welcome to another version of the ALPS podcast ALPS in Brief. I'm sitting here in downtown Chicago with one of the experts in the field of wellness, Jeff Bunn, who is the owner of the Mindful Law Coaching and Consulting Group. Had a chance to meet Jeff a few weeks ago and he's doing some wonderful work in the field. Today we're going to talk about the business case for wellness and why that makes good sense for firms, law firms, and the legal profession in general. Maybe what we'll do is start, Jeff, by just having you just introduce yourself and what gives you an interest in this particular area. I know you've had a distinguished legal career as well. Maybe just a little context on who you are. JEFF: Absolutely. I'd be happy. Thanks very much for inviting me, Chris. It's a delight to speak with you. My focus is really mindfulness, which is a little piece of the wellness pie, if you will. I happen to think it's a great and very important issue. It's an issue that gets a lot of play, a lot of thought, a lot of curiosity. My story very briefly, I started ... I used to be like your Type A trial guy, long distance running. I was walking the dog one day, slipped on some black ice, got my knee scoped, and long story short couldn't run anymore. I was looking for something that was a low impact, no impact alternative to running. Little did I realize that I used to go out ... When I talk about running I'm talking about an hour or two hours kind of thing. It was meditation for me. What I got into, because of my injury, was yoga. A lot of the men and women that I met practicing yoga talk about not only the poses and the practice but also other things that are more spiritual. I just found that that kind of resonated for me. I took a training session, a meditation training session that is, and I just got into it. Now I'm not a proselytizer. I'm not out there banging the drum for being a spiritual guru. Quite to the contrary, I think that there are a lot of aspects of mindfulness, which is a piece of a larger tradition, like the Buddhist tradition in particular, that I think can be ... It's not an all or nothing proposition as a lot of people, men and women who I respect, feel a great deal of affection for and know. They're kind of an all or nothing ... You're either all in or you're not. I get that. I understand it but I do believe that it doesn't have to be all or nothing. There are aspects of that faith or spiritual practice, Buddhism, mindfulness in particular, that can have a business application. My saying is, which I ripped off from Dan Harris who is a great guy, is a news anchor that you or some of your listeners may know of, also the author of a great book, 10% Happier. It's an old book now. He's written more recently. It's about mindfulness and how it changed him. Dan came up with a description of what is mindfulness? Well, if you ask 50 different people you're going to get 50 different definitions. He came up with a great soundbite that just works for me, "Simple, secular, scientific". That's really what it is. To me, it's brain training. Mindfulness, that aspect of a broader practice, can be segmented, can be applied to the business world in terms of helping us focus our attention, prioritize our distractions, and the like. CHRIS: That's the key to it then is the ability? I mean, obviously we know that most lawyers in practice are go, go, go, busy, busy, busy, right? JEFF: Yup. Yup. CHRIS: The value proposition of mindfulness comes in where? JEFF: I think in terms of being able to again focus our attention and then prioritize distractions. There are distractions like emails, telephone calls, partners hanging out with a cup of coffee in the doorway wanting to talk about whatever. Yet we have a filing that we have to get done by such and such a time. Or we have a meeting coming up in 20 minutes and we need to think about that. Or a phone call or what have you. I think that there are a lot of ... I think of it in terms of physical fitness and mental fitness. Everybody gets the idea of physical fitness now. As employee benefits go it's not a stretch at all to have firms or businesses help their employees deal with the ... They'll make contributions towards their monthly gym dues or what have you. Well, let's start taking care of our minds as well as our bodies. I think if you think of mindfulness as not just vague woo woo kind of thing but actually very specific brain training. Attention, prioritizing distractions ... The distractions will come but if one learns to focus one's attention in the midst of all the distractions that come that's going to make you a better lawyer. It'll make you a better professional. Therefore, I think it has ... Those practices, while it might not seem obvious, have an application in the business world. CHRIS: Yeah. We had a chance to be on a panel a couple of weeks ago. I think you've been able to crystallize as succinctly as I've been able to hear it about just the value of mindfulness and the value that it can bring ... If I'm a senior partner at a law firm build the case for me for why this is a good path to pursue. Often times we hear wellness and we think, "Oh, somebody is taking a two hour lunch," which for a lot of senior partners means that's less billable hours, right? JEFF: Yeah. CHRIS: It's a little bit of a ... I think you've been able to turn it on its head a little bit and say, "There are some real definitive business case elements to thinking about wellness, thinking about mindfulness." I'd love for you to present that for our audience. JEFF: Sure. I'd be happy to do that. It really has been a part of my journey. If I was having a conversation with you and you'd ask me, "What is mindfulness?" I'd start talking to you about what mindfulness is but in your mind you could just see people's eyes glaze over. They're just thinking it's all woo woo and, "Oh, Jeff has lost it. He's gone around the bend." I get that. It was very frustrating at first because I felt like I was banging my head against the wall trying to convince people of something that they were disinclined to believe. Then I started thinking, you know, if you can change the conversation ... Don't talk about something that whoever you're speaking to may think of as woo woo, as something vague and ill-defined with a lot of negative connotations. Let's talk about things that we do understand that have real meaning for us. That's how I started thinking about is there such a thing as a business case for mindfulness. I think there is. As I've thought about it I've come up with ... There are five areas that I touched upon that I alluded to when you and I last met ... I'm sure there are more. It just requires more thought. Just knocking them off and here I'm going to call myself out here, I better remember this, recruiting, retention, insurance costs, CLE costs, and basically productivity, which kind of ties all those together. I think in terms of business, hard dollars, the idea of recruiting younger men and women. How does one law firm stand out from the crowd? How does one distinguish one's self? If a recruiter is able to say, "We value the minds of the men and women who work for us, old and young, and we put our money where our mouth is" that's going to help you tell a story that's going to hopefully help you recruit the best and the brightest to your firm. CHRIS: Particularly with this generation, right? JEFF: Absolutely. CHRIS: One that's I think coming into the legal profession with a sense of, "Obviously I want to do incredible work as a new lawyer but I also want to maintain a better work/life balance." JEFF: Yeah. Yeah. Absolutely. I have said and I still maintain that a law firm's greatest asset is its lawyer's minds. If you can begin to make a case, a real case, not just lip service, but a real case that we value our lawyer's minds, we want to protect them and the way we protect them is help them be happier, help them live a life that's more fulfilling, then that's a good thing for them and it's good for us as well, which really gets to the idea of retention. If men and women who are at a law firm five, six, seven years out instead of saying, "I'm going to go in-house. I'm going to go do something else. I'm going to do this, I'm going to do that, but I'm done doing this, the law firm thing." Well, what a cost. The cost to the law firm of replacing the talent is huge. CHRIS: Huge. JEFF: It's huge. Hundreds of thousands of dollars. You lose in terms of continuity, of service to clients. You lose potentially the business of some clients. There's just nothing good I would submit that accrues to a law firm by virtue of a departure of a seasoned professional. I think it behooves a law firm to do what it can to help keep the men and women it has been developing. Recruiting is a big issue but retention I think is a huge issue. I think also insurance costs and kudos to ALPS for recognizing that. I think that both in the area of health costs and perhaps professional liability costs it can be having a real committed, defined program can help deal with both health costs and professional liability costs. Very quickly on the health thing. One might question, "How does taking care of your mind translate into benefits that can accrue to you physically? To your body?" What I mentioned in the talk that you and I participated in recently was a Wall Street Journal article that was two or three weeks ago. Maybe a month at best. That was talking about mindfulness app developers that have begun the process of applying through the FDA for approval of some of their apps as medical devices. Because, now we get into the science that I won't bore you or your listeners with now, the science behind all of this ... If you go to Aetna is a big company that has embraced mindfulness. If you have any interest at all go to their website. Aetna's got a great ... CHRIS: Scientific studies are clearly there now. JEFF: Big time. Big time. On the subject of science too I'm a little bit off-topic here but I'll go there, the idea of neuroplasticity. Relevance for younger men and women in terms of recruiting and retention that's I think something that firms need to pay attention to but what about their older people? People like me? CHRIS: Yeah. JEFF: Why would I care? Well, forget about me but just as an example as a human being who is 65 years old, neuroplasticity, which has driven a lot of the science and a lot of studies, is really the answer. The concept behind neuroplasticity is that regardless of one's age, it's not just babies, it can be 65 year old people, we can rewire our brains. We can learn new things. The brain is a live, malleable, plastic thing. There are good reasons why even older people can and should engage in mindfulness because it relates to neuroplasticity and the ability to learn. Again, back to ... CHRIS: CLE and then productivity. JEFF: Right. Now we've got CLE and productivity. CLE, a lot of states have started ... Well, there are at least a handful, maybe 10, states now that have adopted ABA standards. The ABA did a great service to our profession by appointing the National Task Force on Wellbeing, which authored a report. It's a lengthy report, as you know very well. 70-ish pages including the appendices. It's a great read, by the way. I heartily commend it to anybody who is interested in the topic. Apropos of that task force findings there have been recent changes recommended, not yet adopted by all states but it's just a matter of time, it will be, that include among CLE a requirement that men and women in the legal profession study programs that are either mental health, substance abuse, diversity and inclusion. I would suggest to you that I think in terms of ... Those are costs that are typically borne by a law firm that instituting a program will help a firm qualify and train their people in that area. All of which gets to the issue of productivity, which just makes people who are happier and are better balanced work better. Not longer. The billable hour is still with us. There's going to be plenty of emphasis placed on that by the business people but allowing and putting into place programs that help our men and women work better as opposed to longer ... CHRIS: There's no doubt that to be a good lawyer one has to be a healthy lawyer, right? The more that we encourage those types of cultures I think the more that we're going to see the economic return of that. JEFF: Absolutely. Just in conclusion, it occurs to me ... I think I mentioned this too earlier that I think the airlines really get it right when we all fly for business or pleasure and part of the opening instructions are always, "If in the unlikely event of a water landing or whatever take care of yourself first. Put your mask on first and then take care of other people." CHRIS: Yeah. JEFF: Same concept applies to lawyers. If we learn to take care of ourselves, physically and mentally, we'll do a better job for our clients. CHRIS: Awesome. Well, Jeff, if people want to get a hold of you and want to talk a little bit more about the mindfulness or the wellness things that you are working on how can they reach you? JEFF: Love to do that. Thank you for asking. Probably the best way is to deal with my email address. Right now it's J Bunn Law, J B-U-N-N, Law at Gmail dot com. Just bang me out an email. Whatever is on your mind. I obviously like to talk about this stuff. I'd be delighted to do just that. CHRIS: Good. Well, thank you, Jeff. Thank you listeners. Again, if you have any topics of interest that you'd like us to focus on an upcoming podcast please let us know. Thank you. JEFF: Chris, thanks. Okay. Jeffrey H. Bunn is a retired litigation attorney, who practiced in both State and Federal courts for nearly 40 years, and was previously member of a three-person Management Committee for a Chicago law firm. “I'm one of us. I've represented many different clients in a variety of civil matters, was a former ethics partner and have managed (and been managed by) others. I understand how lawyers and law firms operate. I also understand business and business people. And I'm a regular meditator, trained in the vipassana tradition”. Jeff was prior chair of the Chicago Bar Association (“CBA”) Commercial Litigation committee, and more recently, the founder and chair of the CBA committee on Mindfulness and the Law. Jeff was the initial vice-chair of the Lawyers' Assistance Program (“LAP”) Illinois Task Force for Lawyer Well-Being (modeled after the National Task Force that was formed by the American Bar Association (“ABA”), which issued a written Report in late 2017). He has led guided meditation sessions for the American Association of Law Schools (“AALS”), and the State Bar of Nevada. In addition, Jeff has presented on matters concerning the incorporation of mindfulness and meditation into the practice of law for the CBA, Chicago Volunteer Legal Services (“CVLS”) and the National Association of Bar Executives (“NABE”), as well as other professional organizations. Jeff was previous blogger-in-chief of the, “The Mindful Law Guy” blog, and has written a book (Canary In The Coalmine) that is submitted for publication, as well as a screenplay (The Meditation Hesitation Blues), that has been submitted for sale and production.
Gretchen Evans served 27 years in the US Army, earning a bronze star, and rising to the rank of Command Sergeant Major. During her service, Gretchen survived a rocket blast which left her with hearing loss and a traumatic brain injury. While struggling with depression after her injury, she relied on a new rope team to bring her back into the world and show her she still had the ability to find purpose by serving and leading again. Despite her injuries, Gretchen serves others as a passionate volunteer. She also achieved her No Barriers goal by finishing her book, “Leading from the Front.” On this episode of our No Barriers Podcast we connected with Gretchen remotely from her home in North Carolina. Showing her Army roots, Gretchen was early to the call and well-prepared, including with adaptive technology to communicate since she is deaf. The episode begins with Gretchen detailing her time in the Army, her many tours, and her overall love for the service. “I’ve done 9 Combat tours...I’m like a cat with 9 lives.” She was a natural leader and despite her very small frame she was a commanding force and was dedicated to her troops. After an unexpected rocket blast, Gretchen was devastated when she woke up in the hospital and learned she would never hear again. “The thing that really kicked me in the gut wasn’t even my physical injuries, what made me pause, made me afraid, was that I went from zero to hero in one second with no transition and no plan for retirement...that I wasn’t going out on my own terms.” As she was forced back into civilian life with a disability she struggled to figure out her new role. She describes the hopelessness and despair that can take over your life as a hole: “I had tried therapy, medication and those things somewhat helped but they weren’t the silver bullet. I wanted out of this hole. I was clinging to the sides to keep from falling in.” Eventually, Gretchen talks about finding No Barriers Warriors, the No Barriers programs for Veterans and on her first expedition out into the wilderness she discovers that it's not her disability that's been holding her back, it's her disconnection from other people. Being around other Veterans and having a team is what Gretchen was missing. She talks about how that was the catalyst to rediscovering her purpose - to lead teams and help others. She was still a leader at heart, just in a different capacity. “First you gotta realize you have a hole, having self awareness, and letting people into your life - realizing that helping other people - and engaging with other people who have their own holes- that’s healing.” Buy a copy of Gretchen's book: Leading From the Front Learn more about No Barriers Warriors TRANSCRIPT Erik: This is our No Barriers podcast. This is Erik Weihenmayer talking [00:00:30] from Golden, my home. We have my fellow host Jeff Evans. How are you doing today, Jeff? Jeff: Good, Erik. Good, Erik. It seems to be another shorts and t-shirts day here in the middle of winter in Colorado. Everything is going as not planned for our winter, but it's still a beautiful day here in Colorado. Erik: Dumped 12 inches yesterday I heard up in the mountains so maybe things are looking up. We're not getting much of a winter. I didn't [00:01:00] get much of a winter these last few days because I was out visiting one of our No Barriers graduates, Matt Burges, who runs this awesome organization, Freedom Fidos, training service dogs for vets. I was checking out his facility. Then I went down to Miami to meet one of our No Barrier sponsors, Tom Sullivan who founded Cabinets To Go. They have 50 something stores and they're gonna have a scholarship for vets, youth, [00:01:30] really anyone in our community to take part in one of our event, one of our programs, one person from each of those Cabinet To Go communities. That's 50 something scholarships of people that are gonna get to participate. It was a really good day connected with Tom and Cabinets. What you been up to, Jeff? Jeff: This half winter that we got here has been challenging for me, outdoor [00:02:00] perspective. It's like just when you think the ice is good enough to get in, we have a 50 degree day or 60 degree days. It's made for some challenging conditions. Things are going good for our upcoming trip to Nepal. We're gonna climb a mountain called Mera Peak, which is a 21,000 foot peak a little bit off the checking trails up to base camp. Fortunately as it plays out, [00:02:30] we have six former No Barriers participants joining us for this trip. A lot of the No Barriers messages will be percolating throughout the trip and the climb that we do. A lot of the messaging and content that we share and talk about will be centered around that idea of embracing this journey and being together and really soaking up the idea of fellowship. I'm really excited about [00:03:00] that. I know you and I will not see each other in Nepal at least this spring. You're heading back there in June with our guest for the day. Why don't you give us a little bit of a 30,000 foot view of that? Erik: It's gonna be so fun. I can't wait. I don't get into the field as much as I'd like with our group. We're gonna be leading a youth group to Nepal and we have kids signed up of all abilities, not just kids with [00:03:30] physical disabilities but kids with invisible disabilities. Kids, perhaps, who have been bullied and want to use a trip like this as a platform for social change to bring an experience like this home and create their own No Barriers pledge to elevate their community in some way. We're gonna be heading to [Muston 00:03:50], which is a remote area of Nepal. It's up on the Tibetan Plateau. We're gonna be exchanging with a bunch of villages and schools and [00:04:00] school for the deaf, some disability organizations and really trying to understand, culturally, how issues happen, how people break through barriers in Nepal, what kind of barriers haven't they been able to breakthrough yet. We're gonna be studying some sustainable projects that this great partner organization, the Z Foundation, have created. They get community buy in and then they have the villagers do [00:04:30] sweat labor and build sewage and electric, hydro-electric, all kinds of cool projects to bring modernization to those villages. It's gonna be an amazing trip. We're recruiting right now. Great transition because our next guest is going to be one of the leaders on this trip. I am so thrilled to be speaking with you today. Jeff, why don't you introduce our guest. Jeff: Gretchen has ... probably within the past [00:05:00] two years, she participated in various warriors female trip down in the Gila wilderness. She's got an amazing story. She served 27 years in the army all the way to, I believe, one of the highest ranks in CO ranks of command sergeant major. During her service, she was involved in a rocket blast, which impacted her [00:05:30] obviously in a lot of different ways. It caused a significant traumatic brain injury as well as significant hearing loss. We get introduced to Gretchen after these life changing episodes and we see them thriving. Of course, I want to hear more about Gretchen's story, about her journey that she's been on [00:06:00] to go to the point to the fact that she just wrote a book called Leading From the Front, which I'm gonna read for sure. The fact that she's now gonna step off with you and go to Nepal. Gretchen, welcome to the podcast. We're excited to hear some of your story. Erik: Gretchen, you served for 27 years serving our country. That's a long time. [00:06:30] Tell us why you chose to do that. Gretchen: Initially, honestly, it was just out of survival. I lost both of my parents when I was a teenager. I was attempting to become financially self-supportive. It just became really difficult. The military offered a job and training and income [00:07:00] and all that kind of stuff. I went down and enlisted in the army with the thought that I would stay in for four years and take advantage of their educational benefits, get out and finish college. What I really found was an intense love for what the military did and what it represented and the people that I served with. Four years turned into being 27. Jeff: You were telling me, Gretchen, you met your husband. I [00:07:30] find it interesting that he's a navy guy and you're an army gal. Can you tell us how that played out. Gretchen: Yeah, so my husband, Robert, was a navy chaplain in '06. He was sent to Afghanistan to be in charge of all the chaplains in Afghanistan. At the time, I was the senior command sergeant major in Afghanistan of all the installations. Everything good and bad came [00:08:00] across both our desks because the nature of both of our jobs. We really had this intense friendship and respect for each other. It came with the good news, it also came with the bad news when we had casualties and had to notify families and things. Robert left after a seven month tour and went home. I guess about a month later, I get this really lengthy letter full of nonsense until the last paragraph. [00:08:30] Then he said, "Could you ever be romantically interested in me?" Oh my God. I wrote back and said, "Did you forget where you left me? I'm in Afghanistan. I can't be romantic about anything. You must have a plan so indulge me." The plan was we'd write letters like they did in World War II and try to get to know each other that way. Ultimately then I got injured and life changed, but Robert [00:09:00] had proposed two months prior to me getting injured. I really thought that might be a war stopper. He said he didn't care that I was blown up and deaf. That's a great guy, don't you think?. Jeff: Yeah, yeah. Erik: I love that. Jeff: The fact that you feel in love in the sandbox and then developed and cultivated this relationship and it was all prior to your injury, that says a lot about the character of both of you and what you've been through. Erik: [00:09:30] Gretchen, by the way, I can relate to your story because my wife, when we were dating ... I'm blind and I have prosthetic eyes. It was this big event for me to have the courage to take my eyes out in front of my wife. I don't know if you can relate, but I was terrified because I was thinking, "Oh, I'm imperfect. She's gonna think I'm ugly." I took my eyes out and she said, "I [00:10:00] can live with that." I love that, when you find somebody who understands you're imperfect, you've been hurt and beat up a little bi but you're still lovable. Gretchen: Absolutely. I agree totally. Jeff: Tell us a little bit, Gretchen, about the journey that led you to that day and give us a sense of [00:10:30] how that day played out and then the near future as you started to heal, both emotionally and physically. Erik: And people don't know that you had nine combat tours. Gretchen: It started in Granada. I jumped into Granada and did Panama and Central America, [inaudible 00:10:59], Bosnia, [00:11:00] Somalia, Iraq and Afghanistan. Over a 27 year period, I had nine combat tours. I felt like I was a cat. I knew it was gonna get me sooner or later. Jeff: Was it the ninth when the incident took place? Gretchen: Yeah, the last one. That was that one. What happened that day was I was flying around in my helicopter [00:11:30] to visit troops at a fort operating base, a very remote place. It was pretty exposed. I was just there visiting troops. We were out walking around. I'm just asking troops questions. All of sudden we take rocket fire coming in like rain. It was pounding us. I was telling to [00:12:00] the troops to get in the bunkers, get in the bunkers. We had these concrete bunkers scattered throughout the installation. Before I could even get myself into a bunker, a rocket hit about 10 feet from where I was standing. It threw me into one of the concrete bunker, which then resulted in my brain injury. It blew out my eardrums and took some shrapnel in places that weren't protected by my flight vest. The next thing I know I'm waking [00:12:30] up lying down in the back of a helicopter and I'm thinking to myself, "This is not the way I normally ride in a helicopter." Then I was motored back to [inaudible 00:12:40]. When I got to [inaudible 00:12:44], they put me in a semi-coma just to do an evaluation to see what all ... maybe if I had some internal injuries and just to plug up all the little holes from piece of shrapnel. Those things just make it nasty. [00:13:00] They get in and they fester and things. When I came out of the coma, there was a very young army doctor standing next to me with one of those white dry erase boards and he had a marker. He wrote on the board and then showed it to me. It says, "You're deaf." I took the board from him and I wiped it off with my hands. I wrote on there, "Forever." He goes, "Yes." Of all my injuries, [00:13:30] that was probably the hardest one to overcome because you wake up deaf. You're a hearing person. I was 46 years old, been a hearing person my whole life. All of a sudden, I'm deaf, on top of that with the head injury and all the other things. Honestly, the thing that really kicked me in the gut wasn't even my physical injuries. What kicked my in the gut and made me pause [00:14:00] and made me afraid was I went from hero to zero in one second. I didn't have a transition plan. It had not even crossed my mind about retirement even though I had 27 years. We were still at war and I wanted to be with my troops. I was just so devastated and probably really angry that I'd didn't get to go out on my terms, that my career was snatched from me [00:14:30] at the hands of the enemy. I think that injury, that devastation was the hardest one for me to overcome. Erik: What's that like? No Barriers is a lit about understanding these processes that we go through. What is that like being a hero one minute and then a zero in the next? What's going in your brain, all the [00:15:00] uncertainty, all the confusion, all the psychological fear? What is that experience like? Gretchen: The experience for me was I just didn't have a path any longer. I was just kind of like, "What now?" Toppled with these injuries, I just thought, "Nobody's gonna want me. I'm not ever gonna work again. How am I gonna communicate with people." [00:15:30] I was lost, as lost as lost can be. I hit this really low point and where, as hard as I tried ... and I'm a pretty determined person. I'm a marathoner and I jump out of airplanes and I repel. I do all these things. All of a sudden, I was this hearing and the brain injury were almost prohibitive from doing all the things I knew how to [00:16:00] do. I had these non-marketable skills like taking over small countries. That doesn't really resonate well in the civilian life. I didn't know what I was going to do. Honestly, I was in a black hole for a very long time. Jeff: I've heard you say as well because remember I heard you speak in Ashville and you talked about losing your family and your fellowship and your mission. When you say [00:16:30] your family, you're talking about your military family, right? Your team, right? Gretchen: Yeah, my team, my soldiers. I had been with them my whole adult life. If you think about it, I went in right after I turned 19 and I was 46 years old. My entire, almost, adult life had been spent in uniform with troops. I was not prepared for the civilian world. I'm still kind of a little bit of a crappy civilian to be honest. [00:17:00] That was my family. That was what I woke up to everyday for 27 years. These were my battle buddies and I had a mission. I knew what I was supposed to do. It was very well defined. I was good at it. I had honed in on my skills. That's when I said I went from hero to zero. I had no skills that I thought were applicable to life after the military. Jeff: Do you also think that there are certain people that get [00:17:30] into a routine maybe, they have a direction of serving? You're very good at serving other people. Then you get hurt or something happens and you don't know how to be served. You don't know how to be helped. It's like a totally weird situation that a lot of people get in that situation where they don't know how to handle it, right? Gretchen: Yeah, very true. Especially as a sergeant major because our rank is very special. We're supposed to be the advocate for the troop. [00:18:00] If you work for a three or four star general, he or she comes to you and usually he defers to you because they're your third or fourth general and you may be their first sergeant major. Anyway, you have the pulse of the unit. Your responsibility are to the troops and to make sure they're taken care of. I wasn't used to anyone taking care of me. I was taking care of other people. All of a sudden, [00:18:30] now I was kind of needy, which is gut wrenching at first because you don't even know how to ask for help nor do you want to. You don't have the words for it and also, it just feels so wrong. Jeff: It sounds to me like, Gretchen, you went through all of these different phases of emotion following your injury that we always hear so much about all the way from anger to frustration to sadness to [00:19:00] depression and then finally, at some point, you get to reconnect. Can you walk us through that path for you and how you've morphed from that fateful day to where you are now and then maybe give us a sense of your experience in the Gila wilderness and what part that played [00:19:30] in your experience as far as healing. Gretchen: It was really very a strange thing. I had kept in touch with some of my troops. We don't have to say a lot for people to know that something's not right. It's like a sixth sense almost. One of my guys wrote to me. He says, "You know, sergeant major, [00:20:00] I realize you're in a bad place right now. I just came back from a No Barriers expedition. You really should check this out because I know you like to be outside and you like to hike because you used to march our butts off all the time. This is right up your alley, carrying heavy crap and walking all over the place and not showering." He says, "This has got your name all over it." Initially, I tried everything else. I had tried [00:20:30] therapy and I tried medication. Each of those, at the time, were somewhat helpful but they weren't the silver bullet that I was looking for to get out of this hole. I wanted out of the hole. I was clinging to the very sides to keep from falling in. Just because he asked me and because of our relationship, I got online and filled out an application. Part of the process is that the physician [00:21:00] that works with No Barriers calls and talks to the warrior and talks about your disabilities. He gets on the phone and he says, "Okay, tell me what's wrong with you." In my mind, I thought, "They're not gonna take me anyways, but I'm gonna be honest." I said, "Okay, I'm deaf as a doornail. I have a traumatic brain injury. I have PTSD. I have little shrapnel pieces still all over me. I have a right side weakness [00:21:30] that can be problematic." I had a litany of things that I said that were wrong with me. He paused for like three seconds, then he says to me- Erik: You're perfect. Gretchen: You're exactly what we're looking for. Erik: You're perfect. Gretchen: You're perfect. Erik: That's right. You're perfectly imperfect just like the rest of us. That's beautiful. Gretchen: It was beautiful. Erik: Okay, you got accepted into the program. I'm just curious about what it was like to be with some colleagues because, [00:22:00] as you mentioned, the biggest pain you were experiencing was this lost of comradery and fellowship. Take us through that a little bit. Gretchen: At this point, really my physical injuries were what they were. I made accommodations to all the technology out there to help me with my hearing issue, my brain injury same with that. My real issue was [00:22:30] that I was just disconnected from life and from other people. I go on the expedition and a group of fantastic people, there was one other female and the rest were male warriors from all eras. We had two guys from Vietnam and then the rest of us were mostly post-9/11 veterans. It was in Colorado. The minute we all sat down [00:23:00] for the very first meeting, I felt like I'm back home. I might not be wearing a uniform, but these are my guys. Once we kind of told each other about ourselves and I told them I was a sergeant major, they wouldn't even call me by my first name anymore because that, to them ... Later they told me that made them feel so safe and so connected to because they each had a story about a beloved sergeant major who had made a difference in their life. It was like all [00:23:30] the stars lined up. It was just perfect. We hiked and we talked and I felt like all of a sudden, that hole started filling up with just good things. The despair that I been feeling and the hopelessness, little by little with each step as I was walking up those mountains started to dissipate. It turned the corner for me. There was some healing afterwards. I still wake up every day and not [00:24:00] everybody's perfect but that one expedition was the turning point in my life. Erik: I thought that was interesting. This is Erik, Gretchen. You talked about a hole and then you start to fill up that hole. Do you think that's what healing ultimately is? There's a lot of people listening probably that are experiencing a loss or getting stuck somewhere [00:24:30] and they want to heal. What does that look like? What did that process look like for you, filling in that hole of loss? Gretchen: What it looked like for me is first you gotta realize that you got a hole. The first step in getting better is self-awareness. I knew I had a hole, but it became really obvious to me how deep and wide it was when I got on the expedition. [00:25:00] Letting people into your life and realizing that helping other people, I would say probably other than the guides, I was in the best shape on that hike. I'm very petite. I'm 5'2" and 98 pounds on a good day. I would carry extra stuff for people and hike. That let me help other people, which is really was I felt like destined [00:25:30] to do my whole life. I was just doing it in a different way so that void of losing my troops was replaced by engaging with other people who also were trying to fill a hole. There's like this unity thing like we're gonna heal each other. Erik: Cool. Where did that lead you after that trip? You graduate and then you make a No Barriers pledge. Tell us about that amazing pledge [00:26:00] that's resulted in your book. Gretchen: I had to think about this pledge. There's lots of things that I could've pledged but I had been working on this book that really came out of putting down the stories of 27 years of serving with the most heroic men and women I've ever met in my life. It's really about the troops. It's written from my perspective but it's these wonderful stories about them. My pledge was the finish the [00:26:30] book. It probably was honestly about 89% finished already, but for some reason I just couldn't put that last period on the page because I didn't think I was healthy enough to finish it. Maybe I was afraid. I said to my guys and gals that were hiking with me, I said, "I'm gonna finish that book and you're gonna read it some day. Hopefully it will be meaningful for you." I did. I finished [00:27:00] it shortly ago. It's called Leading From the Front. It's lots vignettes about these remarkable things that happened in those 27 years. Jeff: Do you consider yourself a writer? I think a lot of people ... Erik and I have both written books. I think some people would say, "I'm a writer. I enjoy the process because in a way, it's a little bit therapeutic." Did you find that through the case or was it a struggle or did you despise the process or did [00:27:30] you embrace it at some point? Gretchen: When I was writing it, I wasn't thinking I was writing it ... I was writing it to help heal myself because I was writing about things that happen. When you put it down on paper, you have to remember better. Sometimes your brain plays tricks on you. When you write it down, I had to explain what it smelled like and what it sounded like and why Sergeant so-and- [00:28:00] so did this and all the little [inaudible 00:28:03] pieces. I don't consider myself a writer. I consider myself a storyteller. Jeff: Why did you call it Leading From the Front? I've seen books and people talk about leading from behind and leading from every direction. Why did you call it Leading From the Front? Is that an allusion to the frontline? What is that? Gretchen: In lots of ways, that title resonated with me. One, always try [00:28:30] to be someone that my soldiers could respect and look up to, not physically but somebody to eliminate and to lead with a firm but a kind heart. Also, I did lead from the front as often as I could. I wasn't one to stay back at the headquarters. I wanted to be up there with them. I wasn't a risk taker, I just [00:29:00] felt like if I'm asking them to do that then I aught to be there with them. It's that. That's where that title came from. Erik: I think that's your wiring, Gretchen. You're just absolutely wired. One takeaway from you is you were born to lead and when that got taken from you, you have to find a different outlet for you. I so applaud the idea of [00:29:30] who you are and what you've become since your injury. It's clear you live for others in a big way. The fact that, fur to your injury, you were put in a situation where you couldn't do this thing that is so you. I can imagine that really hurt and really [00:30:00] struck you right in the gut. After you finished your first No Barriers' experience other than the pledge and the book, what else have you taken on your journey since then and how have you applied it to your life in Ashville as a civilian and doing the things that you do from day to day when you're not in the back country with a warrior's team. Gretchen: [00:30:30] I went on another expedition after that initial one to the Gila wilderness. Part of the No Barriers program is a phase three where we stay connected with warriors after they finish their expedition and offer them we call it coaching. We offer them assistance and encouragement. You become part of a rope team for them to help [00:31:00] them achieve their goals. I find that incredibly satisfying. I have my little group of warriors that I reach out to and just plot along. Sometimes they need a kick in the butt to say, "Come on, you can do this." Sometimes they need you just to listen and you let them work out the problem for themselves because usually within themselves, they have the answer. You just get blinded by the circumstances. I spend a lot of my time working with my Barriers alum. [00:31:30] Also, I'm working with our development team so we can raise more funds so we can send more warriors and youth on programs. I enjoy that because I love telling the story about No Barriers. To me, it's not hard to sell such a great program. I can speak from experience that had I not taken the chance and filled out the form that day, I feel like I could have very easily become another statistic, which would have been [00:32:00] awful for everybody. Also, I help my husband in his job. His hospital serves 10,000 veterans every week or so. Just advising him sometimes on the way that soldiers think and what's important to them. I'm a good person for him to come home to and say, "I had this situation. What would you suggest would be best way to handle this," and try to [00:32:30] help him so he can make the VA an easy, safe place for veterans to get good healthcare. Erik: A lot of this conversation, Gretchen, has been about leadership and service. You served for 27 years in the military and then this thing happens to you, this thing of great loss. You're still leading. In a way, [00:33:00] what's going through my mind is that there's an ironic thing here. Has this helped you understand leadership or become a better leader than you might have if you hadn't gotten hurt? Gretchen: Absolutely, I have no regrets. You know what? It made me a better leader, absolutely. I really had to dig deep and I had to understand and try even harder to be empathetic and sympathetic [00:33:30] and be this strong person so that people would ... I used to always say to my people they don't care what you know until they know that you care. Part of it is just letting people know that you care to begin with and then to walk with them. Part of my pledge on my last one was to sit with the broken. I mean that in the sense that I want to be there when people [00:34:00] feel like they don't have any other hope and I can reach out because I've been in that hole. I don't want to get back down in it with you, but I'll certainly give you a hand because I know the way out. Just to help people get out of that hole and fill it with things that are out there. I think that's really. It's made me exponentially a better leader. Erik: You certainly are. Jeff: You truly are [00:34:30] the prototype of a No Barriers warrior, Gretchen. You've gone through a transformational experience. You been knocked down, and then you stood back up. Now what you're doing is completing that heroes journey, that whole Joseph Campbell's heroes journey circle. You chose to go into battle. You elected to voluntarily. You went into battle, you got your butt kicked. Now on the return of the completion [00:35:00] of that circle, you are now sharing our experiences to be able to improve the livelihoods of the people that you care the most about. I think that that's ... I know the word hero gets thrown around. You probably don't like it. It's just a little bit I know about you, but that's the true testament to what it means to be an archetype hero within a hero's journey. Really amazing. Erik: I think it's all of us in the No Barriers community [00:35:30] are honored and fortunate to have you as a colleague. Jeff: Yeah. Erik: And it's gonna be fun trekking across the Tibetan Plateau with you in June, Gretchen. Looking forward to that experience. Thanks for being with us today. Gretchen: That you both for your kind words and for having me on your program and for all that you do. I'm gonna keep plugging along until I get to the finished line and I'm exhausted. Yes, Erik, it will [00:36:00] be fun to be trekking across wherever we're going. I look forward to it. Thank you, gentlemen. Jeff: Thanks, Gretchen. Erik: Alright, cool. Hey, Jeff, that was an awesome interview. A lot of takeaways- Jeff: I just continue to be blown away by how the definition of a No Barriers participant continues to grow in my mind. I've been with you since the beginning [00:36:30] and watched the program evolve. There's some stories that are outstanding, but Gretchen's may be the most because she really exemplifies, embodies what it means to be a warrior and to be a hero. Give me your bullet points of what you take away mostly from that conversation with Gretchen. Erik: I think it's [00:37:00] just such authentic lessons of leadership, none of this stuff that you hear in Hollywood or fictional books. It's real. It's so real. It's somebody who's bled their message. I love stories like that. That personally inspires me. I like what she talked about it terms of what she talked about, a hole of when she got hurt. A hole being formed and you gotta fill that up. I love that analogy. Yeah, I think even a psychological loss [00:37:30] is like a hole. You gotta fill that up. What do you fill it up with? You fill it up with purpose, with mission, with your team, with service, with love, with empathy. That's powerful for me. Jeff: And the fact that ... I find it so profound that this woman literally was probably a child and knew she was going to be of service to other people. You can just tell it. It's just in her genetic [00:38:00] code this was going to be her path whether she's gonna embrace it or not. It's just who she is. I find that so fascinating. Then to have it pulled right out from under her, the ability and the venue to be able to engage and inspire and lead from the front for her soldiers. I think she mentioned it, the idea that could've [00:38:30] just sat and spun. She could've just fallen right off the cliff, but she chose not to. You and I have heard it plenty of times in all the warriors that we've done trips with and have gone through the program, I feel like that is the universal core message is my leg is one thing, my PTSD is one thing, my hearing is one thing. Just like Gretchen said, the thing that hurts the most is I'm not with my people. [00:39:00] I lost that purpose and I need to rediscover it. I'm so happy for her that she continues to find that through this program. Erik: Still building that map. I love it. Anyway, thank you. It was an awesome interview. If people want to learn more about No Barriers, go to nobarriersusa.org. We have a lot of events coming up. We have our What's Your Everest event out here in Colorado. We got a summit coming up in October [00:39:30] in Manhattan down the intrepid aircraft carrier. In Central Park, we're gonna have an amazing line-up where you can come out and celebrate the No Barriers life. Just check us out and we'll keep coming to you with amazing people like Gretchen. Thanks, Jeff. No Barriers.
Mark Wellman is a nationally acclaimed author, filmmaker and motivational speaker. Despite being paralyzed in a mountain climbing accident, Mark has inspired millions to meet their problems head-on and reach for their full potential. A two-time Paralympian and former Yosemite Park Ranger, Mark's NO LIMITS philosophy encourages individuals to adventure into new horizons; to go beyond the seeming unreachable. Mark is used to being on the road since he travels throughout the year, bringing his adaptive climbing wall to companies, organizations, and schools. We caught him during one of his road trips and he agreed to swing by Golden, Colorado to the No Barriers podcast studio and catch up with his old friends, Jeff, Dave, and Erik. Mark is unbelievably accomplished but also reserved and humble. He talks about his legendary, groundbreaking athletic achievements with the same tone most use to describe what they had for lunch. But there was a time in Mark's life where he was unsure, depressed, and hopeless with no clear path ahead. Mark discusses his near-death injury that he sustained on a climb that left his paralyzed from the waist down. He spent months in the hospital unsure of how to go forward and lost. That was, until he received some wisdom. I had this one physical trainer, she was from Germany, and she said: “You need to train like your training for the Olympics!” And I just really took that to heart.” Mark first was determined to find employment where he could stay connected to the outdoors. So, he went back to school and got his degree in Park Management. He worked as a Park Ranger in various capacities, already shattering people's ideas of what he was capable of, but that was just the beginning. He soon discovered the world of adaptive sports and threw himself into learning more and designing his own adaptive equipment to get back out into the field. It was then he came up with the crazy idea of climbing the sheer granite face of El Capitan. He found a partner, built an ascending rope pulley system, and started to train. Now, folks of many different abilities have climbed El Cap, but until Mark, this was unthinkable. He pulled it off and became the first paraplegic to make the ascent. “Are you crazy to take this paraplegic guy up El Cap? Seems like a really stupid idea. Something could go wrong,’ but fortunately we didn’t really listen to that.” Mark went on to gain tons of media attention, made national and international news, met the President, lit the flaming torch up a 120-foot rope at the Paralympic games in Atlanta; a fun story he shared with us, and continued on to break even more records of athletic achievement, like being the first paraplegic to sit-ski unassisted across the Sierra Nevadas. Listening to Mark describe his epic achievements it's easy to forget he has a disability or about all the struggle that led him to this point in his life. But for Mark, it's about mindset. “I learned my disability wasn’t a death sentence - let’s get on with life, dude!” But Mark wanted to share what he learned with others. He details the spark of an idea he had with a friend that led to the formation of the nonprofit, No Barriers, and the humble beginnings of an organization that is now becoming a movement. He uses his time to speak to groups and offer inspiration, as well as lead hands-on adaptive activities that get people out of their comfort zones. “Let’s get out and enjoy life.” Read Mark's Autobiography Here Visit Mark's website: No Limits Learn more about No Barriers autobiography Climbing Back. The first paraplegic to sit-ski unassisted across the Sierra Nevada Mountain Range, --------------- EPISODE TRANSCRIPT ------------------------- Dave: Well welcome to our No Barriers podcast. We are thrilled today to have Mark Wellman with us, who's one of the founders of No Barriers. Can't wait to hear some of his stories about what this organization was founded upon. He's really the heart and soul behind why many of us are here at the organization. Before we get into that conversation, Erik, you just came back from a really interesting experience, why don't share with our listeners a little bit about it? Erik: [00:00:30] Yeah, I was at a conference with all these authors. There were four of us, and the first was a lady, she was the author of Hidden Figures, this great book that was made into a movie, these African American women who were behind getting us to the moon, didn't get any credit at first, but then their stories were really illuminated by her book. And this guy who is falsely sent to death row for 30 years. He was incarcerated- Dave: Wow. Erik: In a five by [00:01:00] seven room, had to kind of go into his mind and think about how to expand his mind. He said in his mind he married Halle Berry. They were married for 25 happy years. Dave: When was this set? Erik: Recently. Literally just got out of ... he got out of jail, no apology from Alabama. But he wrote this amazing book, so ... And then a lady who wrote a book called Beauty Sick, mostly [00:01:30] about girls who struggle with body image, and how much productivity is lost in the world because girls are having to pay attention to makeup, and weight, and all the things that they worry about. Guys too, but mostly the focus was on girls, and I have a daughter, so I was sitting there just hanging on every word, thinking about my daughter and her struggle, so it was really book because it was four very No Barriers... Dave: That's a lot of No Barriers. Erik: ...authors right there. [00:02:00] Maybe we'll get them on the podcast at some point. Dave: That sounds like perfect fit for the kinds of topics we explore. Erik: Yeah. And I am totally thrilled... this is great. I'm so psyched to have my friend, all our friends, Mark Wellman on the podcast today. Dave: The legend. Erik: The legend, the dirt bag... is that okay to say? Mark: Yeah, yeah. Dave: You embrace it, right? Mark: It's great to be here. I embrace everything. Erik: Mark almost doesn't need an introduction, but Mark is [00:02:30] a world class adventurer, and an innovator, and is the key founder of No Barriers. Has done amazing things that blow your mind as an adventurer. Has skied across the Ruth Gorge. Has traversed the Sierra Nevada mountain range. Has mountain biked the White Rim Trail. Has climbed El Capitan, Half Dome. We were just talking this morning, your Half [00:03:00] Dome ascent was 13 days? Mark: Yeah, it was. Erik: On the wall. Just, Mark, a hero of mine for sure. You're a few years older than me. When I was a teenager and you were just a little bit older climbing El Capitan and doing all these amazing adventures, you were a huge part of my motivation, so I'm psyched right now. Mark: It's great to be here, thanks a lot Erik. Yeah I guess I could [00:03:30] start off with... 35 years ago I was an able bodied climber and we were climbing a peak called Seven Gables, which is pretty close to the Mount Whitney area. We had a 20 mile backpack to get into the base, and this is back in 1982, I was 22 years old. My good friend Peter Enzinger and I were back there to do this climb. [00:04:00] We set up a base camp about 10,000 feet, and the next morning we got up pretty early, grabbed our technical rock climbing equipment and left most of our provisions at the base camp, our sleeping bags. Sure would have been nice to have that sleeping bag with us but didn't have it. And we climbed Seven Gables. It was sort of technical, kind of a mixed route. There was a little bit of ice, a little bit of rock, and made [00:04:30] the ascent. By the time we topped of it was a little bit late in the afternoon, about five o'clock. We just embraced this beautiful view from the summit. American Alpine Club places sometimes these cairns, or climbing registers, at the top of the mountain. It was kind of cool to see this. In this case it was just a pile of rocks with a Folgers coffee can. And I opened up the Folgers coffee can and dumped out the little pieces of paper, and there's my [00:05:00] hero Royal Robbins had climbed it. "Cool man, I'm gonna put my name next to Royal." Did that, and then we decided we're gonna go down a class four descent on the backside, just scrambling, not roped. We were just kind of walking down a tail of slope. I'll be the first to kind of admit my guard was down. My partner said, "Hey, maybe we should put a rope on [00:05:30] this one section here." I go, "No, no. I wanna get down to base camp, I'm really hungry. There's some really good freeze-dried food I wanna eat." You know that wonderful Mountain House stuff. Erik: And 35 years ago. Dave: Delicious. [crosstalk 00:05:44] Mark: So next thing I knew, I slipped on some scree, and I pitched forward and I started rolling. I made a couple of somersaults and I rolled off about a 100 foot cliff. When I landed I broke my lower back at T 11, T 12. Of course at the time I didn't know it. [00:06:00] I was 22, I didn't even know what a wheelchair was. That happened, and my partner thought I possibly could have been killed. But he heard me yell back at him. He got down to where I was... he said he spent a couple hours with me stopping some bleeding on my legs, and some other stuff. Jeff: What's your recollection of that period of time... Mark: He said he was with me for two hours, it felt like ten minutes. Erik: Right. Mark: And then he left. [00:06:30] He left an orange, an extra jacket, and some trail mix and said "Man, I gotta get out and get some help." So after 30 hours, the best sound I've ever heard in my whole life was the sound of this... [helicopter sounds] ...coming up the canyon. Erik: You almost froze to death. Mark: It was cold that night. Yeah it was real cold. I was laying on some ice. That probably helped because it kept the swelling down in my back. So I'm an incomplete [00:07:00] para. I have a little bit of movement in my legs. They said that might have helped me, the swelling. But the helicopter got up there, it was actually a ship from the Forest Service. They were gonna just go up and see if it was more of a body recovery, but fortunately I waved to them and the helicopter disappeared. About an hour later, a second helicopter came up and this time was from Lemoore Navy Base, and they did [00:07:30] a technical rescue. Flew in, brought the rotors within several feet of the cliff surface, lowered a navy medic, got me in a stokes litter, got me back up into the ship. I was down at a trauma center, they were cutting my clothes off, and a nurse said, "Who's your insurance company?" And fortunately I did have insurance, I had Kaiser. I went through stabilization of my back with Harrington rods. I was in the hospital in 1982 for seven months. Dave: [00:08:00] Wow. Erik: Including rehab? Mark: Including rehab and the whole nine yards. And nowadays, a paraplegic if you go to Craig Hospital, it's kind of the factory up here in the west. A paraplegic will be in the hospital for about six weeks. It's pretty dramatic... in those days, it was a much longer hospitalization. Learning how to take care of yourself. And then... Erik: More time is better, right? I mean, [00:08:30] would make sense right? You can develop more time? Mark: Yeah, a little bit. I think seven months was a little excessive. Erik: Right. Mark: But you know, there's a lot to learn. Your life has really changed. Your spinal cord runs your body, and you're paralyzed from your waist down. You have bowel and bladder issues. You have skin issues you have to be careful about. So all those things were really important, and I had this one [00:09:00] physical therapist who was from Germany and she goes, "You need to train like you're training for the Olympics." I just really took that to heart and started lifting weights. Was ambulating with long leg braces. This was sort of the beginning of the wheelchair revolution where wheelchairs weren't a stale piece of medical equipment, they were a lightweight piece of aluminum that was more of an extension of your body. And the wheelchair [00:09:30] could take you from point A to point B. Fortunately, in 1982 was really when these wheelchairs... they started making lightweight chairs. And I was a part of that. Erik: Not the clunky Vietnam-era things, right? Mark: Exactly. The old Everest and Jennings chairs were more obsolete, and they were using... well there was a woman who started Quickie wheelchairs, Marilyn Hamilton, she got hurt in a hang gliding accident. They took hang gliding technology, clevis pins, aluminum, powder coat. [00:10:00] And they kind of messier of manufacturing these wheelchairs sort of like... taking the technology from hang gliders and applying it to wheelchairs. Erik: We're still less than ten podcasts in here, but we've already heard a lot of stories of people... these No Barrier stories of people who go down deep into these dark places. I don't want to bring you down, but you have a lot of experience right now and so you can look back. You went to a dark [00:10:30] place, obviously. Mark: Yeah. It was close to saying goodbye to this Earth. Fortunately I made it through. I remember getting back into rehab, then I met a state rehab counselor who said, "You know Mark, you have this great love, this great passion for the outdoors, why don't you become a park ranger?" And I'm thinking, "How's somebody in a wheelchair gonna be a park ranger?" I'm thinking [00:11:00] law enforcement, search and rescue, and she goes "No, there's many hats in the National Park Service, or many different jobs." She took me down to Fort Funston where I met a ranger who kind of showed me the ropes and said "Hey, you could maybe do a job, this would be an entry level position, but you could help us plant dune grass and work in the nursery, or you could go to the entrance gate and help out there." [00:11:30] So I did that for a summer and then I went back to school and went to West Valley College and studied park management. Erik: Cool. Mark: And became a ranger at Yosemite. I remember my first job wasn't exactly my idea being a ranger. There I was sitting in this little kiosk, this little booth, at Big Oak Flat, the entrance to Yosemite. In those days it was a three dollar entrance fee and I'd collect the money and be breathing in auto fumes all day long. That really wasn't [00:12:00] my idea of being a ranger. But it was entry level. The next summer I went down to Yosemite Valley and started working at the visitor's center doing interpretation. Interpreting the natural processes of the park, the public. Bear management, geology, climbing was a big subject too. I'd give programs on climbing, talk about A climbing versus free climbing. Jeff: Were you transparent with people that would come through the park, with how your injury took place? [00:12:30] When you'd talk about the [crosstalk 00:12:31] Mark: I was, I was. I would start my climbing program off with my accident, actually. And bring that in, because I think that was a big part of it. They might say, "Well who's this guy in a wheelchair, what does he know about climbing?" I'd kind of bring that in. That was before I climbed El Cap, I was doing those things. Jeff: Were you percolating on doing something like that when you were there? Mark: I was. It's kind of an interesting story. There was a magazine called Sports And Spokes, it was a wheelchair [00:13:00] athletic magazine. On the front cover on that magazine was a DSUSA chapter, a woman who was being lowered down a cliff in a wheelchair on a river rafting trip. The river went over a waterfall, and then you did portage all the equipment around the waterfall. They had a swami belt and a climbing rope and they had a helmet, I guess they wanted to put a helmet on her for safety, sounded like a good idea. And they lowered her down this cliff in this wheelchair, [00:13:30] and it was on the front cover of this magazine, Sports And Spokes. I got the magazine at my little cabin in Yosemite and I had it on my lap. I was wheeling over to the visitor center to open it up in the morning, and I bumped into my future climbing partner Mike Corbet. And Mike's nickname was Mr. El Cap back in the 80s, he had climbed El Cap more than anybody else in the world, over 50 times. And Mike had never really talked about climbing to me because he knew that's how I got hurt. But when [00:14:00] I showed him this picture, Mike's eyes got really big, and he got really excited. He goes, "You know what Mark, I wanna start climbing with you, but what I really wanna do is climb El Cap." And we had no idea how we were gonna do it. Dave: That's great. Mark: That evening, we were sitting at the mountain room bar, we might have had a beer or two. Dave: Or three. Jeff: That's where all good decisions are made. Mark: Where all good decisions are made. So we had a little beer napkin and we started writing down notes. We said, "Okay, [00:14:30] we're gonna take a jumar..." A jumar is a rope ascender, this was back in the day, kind of like what Kleenex is to tissue. So we took a jumar, and we mounted a pull up bar and a jumar, and then we had a second ascender on a chest harness. And we put a rope up right by the Ahwahnee Hotel. Church ball tree. It was an oak tree. We had this rope and we started ascending up into the tree and then he'd lower me back down. So we go, "Okay, [00:15:00] so a paraplegic can ascend a rope using their upper body strength. Now to get on El Capitan, we got to actually protect your lower extremities from the granitic rock." We knew we were gonna be up there at least a week. I don't have feeling in my legs, so I really needed to protect my legs from any kind of abrasion or any kind of sore that could have occurred up there. We went down to this hardware store in Fresno, California outside [00:15:30] of the park. We bought some leather, a speedy stitcher, some closed cell insulation foam, and we just started making these rock chaps and they sort of evolved over a course of six months. We were climbing Jam Crack, Warner's... Erik: Weren't they... what was the material of those? I've felt your chaps before. That sound's weird... Dave: The truth comes out. Jeff: Hey, we're all friends here. Mark: The original [00:16:00] rock chaps were made out of leather and canvas. But the pair of rock chaps you felt were actually made out of some kind of silky material. No, no... Dave: Oh that was lingerie? Not chaps. Jeff: This was the first No Barriers improv meeting, what you're talking about, with your buddy Mike. Mark: Absolutely. Jeff: That was it, that was the genesis of what... fast forward to today, that was the beginning. What [00:16:30] year was that? 1980... Mark: That was 1988. Jeff: 88. There you go. Mark: Yeah 88. I was 28 years old. Erik: So if you think about it that way, No Barriers began in the Ahwahnee bar. Jeff: Yeah, on a bar stool. On a bar napkin. Dave: I know you guys are all dirt bag climbers. I'm not a dirt bag climber. For our listeners who are not dirt bag climbers, someone paint a picture, because we're getting to the El Cap story. Which is a phenomenal story. Paint a picture of El Cap for us, because not everyone knows what that is. Jeff: Yeah, well. El Cap [00:17:00] is probably the most revered, iconic, monolith in North America if not the world. Uninterrupted, over 3000 feet of granite. It is... when you're in Yosemite, you look up at it and it's got this perfectly symmetrical flank apron on both sides that comes out into this promontory called the nose. And [00:17:30] you can't take your eyes off it. If you look away for a minute, you have to look back at it just cause it's so magnificent and powerful. And it represents so much too. If you want to call yourself a climber, you kind of have to climb El Cap at some point. Erik: When you stand in the meadows below, which is just clogged with tourists just all driving by gawking. What I've heard, is you have to look up and up and up, way higher than [00:18:00] you think you have to. Dave: And if you see a person climbing, as a person who's not a technical climber speaking, you think "Those people are crazy. They're insane. What are they doing up there?" Jeff: Erik and I climbed El Cap. And his dad, Erik's dad, and future wife were down there in the meadow with telescopes watching us. We had one of those little lighty things, little sticks, and we were shining our headlamps down at everybody. It's [00:18:30] a magnificent thing, but it's also very intimidating. It can be very cool when you stand up and look at it, but then the idea of going and climbing it I think is a whole different story. Erik: And as a quote on quote gimp, and that's a word by the way that Mark taught me. I never even heard that word before. It's one of those words I guess you somehow have the license to use if you are... Mark: If you are. Erik: If you are in a chair or you are blind. So what did, when you talked about this out loud, what did people [00:19:00] think? Are people like, "You're nuts." Mark: Yeah, we had kind of a mixture of both. People that knew us, were "Oh yeah you guys should go do this." Mark's been training, he's always skiing, always riding his bike, hand bike around... well in those days it was more of a row cycle. And then we had people say, mainly not to me so much but more to Mike, "Are you crazy? Take this paraplegic guy up El Cap? Seems like a really stupid [00:19:30] idea. Something could go wrong." But fortunately, we didn't really listen to that. We just started training, we made these rock chaps. Like I said, they kind of just evolved over about a six month period. We kind of have a little circuit in Yosemite Valley that we climbed together. We did Jam Crack, the Prude, Warner's Crack, The Rostrum, we went over there. Erik: Oh, wow. Mark: So we did some stuff in the Valley [00:20:00] just to really warm up. And then I actually went up and spent a night on El Cap. Because we wanted to feel what that was like. Jeff: Up at sickle? Mark: We actually went to Heart Ledge. Erik: Wow. Jeff: Over on the south. Mark: Yeah, over on the south. The route we were gonna climb was a shield. So... Jeff: Cause it's overhanging. Mark: It was overhanging... once you get over the shield roof it's overhanging. The beginning of it's not. It's pretty low angle. Jeff: Were you scared at all before you did this or [00:20:30] were you just super fired up and kind of naïve? Mark: I was scared the night before. Jeff: You were. Mark: Yeah. Jeff: Like really scared? Mark: Yeah I was... couldn't sleep. This kind of what happened was... really Mike, about two weeks before we're gonna blast off, Mike goes, "Man we've trained so hard for this, I'm gonna write a letter to Tom Brokaw..." who is the national NBC News guy, who is a climber too, a little bit. And, I'm going, "Okay... " so basically [00:21:00] Corbet just wrote out a note with a pencil. He was a janitor at the Yosemite Medical Clinic to support his addiction to climbing. He just wrote a little note to Tom Brokaw, and I think three or four days later he's talking to... Tom Brokaw called the medical clinic and talked to Mike, and said "We want to come out and do this story." Erik: Gosh. Mark: And all of a sudden the pressure was on. That's when I really was thinking, "Wow you're telling national news, this is gonna add [00:21:30] a lot more pressure for myself." But as soon as we got to the base of El Cap and I touched that granite, all that training and preparation really got into par, and I got relaxed. I started doing pull up after pull up, dragging myself up the largest unbroken granite cliff in North America, El Capitan, and the first night... we do something called, we fix pitches. So we were fixed [00:22:00] up about 800 feet. So we had... Mike used to say, "It's always nice to kind of have a jumpstart." Erik: Right. Mark: You know, fix those lines, get all your water, we had 250 pounds... Erik: It's like a trail of ropes that go up 800 feet so you can just... Mark: The next morning... Erik: Start on the ground and zip up 800 feet and have like a jumpstart on this gigantic monolith. Mark: Exactly. And have all your water, all your gear up there. So he had to work three or four days to make that happen prior to us [00:22:30] leaving. Once we left Mammoth Terrace, we were on our own. We went through the Gray Ledges, and we went over... the roof was really tremendous. Because Mike is basically climbing upside down, and then gets up onto the pitch above it and fixes a rope. Then I kind of untied myself and I swing underneath that roof, and you can hear the cheers of the people down below. It's like [00:23:00] what Jeff was saying, It's quite a scene at the El Cap meadow. You really have to have binoculars. It's hard to see climbers up there, because they're so tiny, they're like little ants up there. If you don't know what to look for, it's hard to see these people. The crowd was yelling, and the green dragon would come by. It's a tour vehicle that has it's open air shuttle. Erik: "If you look upright you will see a nutcase [00:23:30] climbing El Capitan." Mark: We could actually hear them talking about "Mike Corbet, Mark Wellman, first paraplegic..." So that was kind of interesting. Finally when we topped out, it was seven nights, eight days of climbing. This was before digital technology on El Cap, when national news came out. They had a mule train, they brought out a satellite dish that was like five feet wide, and we were live on top of El [00:24:00] Cap talking to Tom Brokaw. Jeff: Sick. Mark: And we've got... between the Today Show and NBC News, and in a week we were on TV for like several hours if you took all the time that they played this. There wasn't really much going on in the news, so they really kind of played this story up in a big way. As soon as we got off that climb, about a week later, we're sitting in the Oval [00:24:30] Office talking to President Bush. It was myself, Mike Corbet, "Writtenaur" who was Secretary of the Interior, and Jack Morehead, superintendent of Yosemite. The four of us are in the White House, in the Oval Office, talking about bone fishing because President Bush loved to bone fish and we presented him with a flag that we took with us on the climb, and it changed my life. Erik: Mark, so you're not that old, but I see [00:25:00] you sort of as the father of adventur e sports for people with disabilities. I want people to understand that the idea to climb El Cap back in the 80s... nowadays, I think... how many people have climbed El Cap in chairs, paras? Mark: Oh the chairs? Erik: Dozens, right? Mark: Yeah, dozens. Erik: But you sort of unleashed that. You opened up this door. And now, quote on quote gimps are doing everything, right? Mark: Every summer there's [00:25:30] a paraplegic. Erik: But you opened that door for all of us. So, it's sort of a crazy thought to me. Mark: It is. You can't take the first ascent of El Cap, you can't take that away from me. That's something I'll always remember. It was a huge accomplishment for both Mike and I, and there's been different paraplegics who have gone up it. A gentleman with cerebral palsy, Steve Wampler, was probably the most [00:26:00] disabled person that's been up there. Lots of amputees. I call them amputees, hardly disabled. Paraplegics wanna be amputees. Erik: Those will be our first complaint letters. Dave: Exactly. [crosstalk 00:26:15] Mark: Quadriplegics wanna be paraplegics. Everybody has their differences. There's been a quadriplegic, incomplete quadriplegic, climbed El Cap with Tommy Thompson, good climber. [00:26:30] Steve Muse. Erik: There's that kid who climbed The Chief, he was inspired by you. Mark: Yep. Erik: He was a quad, and he climbed The Chief. He invented kind of this, almost like a contraption with wheels if I remember right, that kind of rolled up the face. Mark: Yeah it was... the premise was taking the Dolt cart. A climber by name of Dolt had this cart and he used to use it for a hauling system on El Cap. Brad "Szinski", the Canadian guy you're talking about, he came up with this [00:27:00] cart. His hands didn't really work as well as a paraplegic, he lost some muscle mass in his hands and fingers. So he had a different type of system where he could ascend a rope using a crank, and developed that. So there's been all kinds of different adaptations that allow people that are wheelchair users to go rock climbing. Jeff: This sort of set you [00:27:30] on this course to being an improvisational pioneer, those are my words. Were you like that always or do you feel like your accident cued you up for this opportunity to then over the past thirty years... Mark: Thirty five. Jeff: Yeah thirty five years. Now you've continued this trajectory of being this pioneer when it comes to just making it work. You make it work, right? Mark: I was so young. When I got hurt [00:28:00] I was 22. I wasn't climbing big walls, I hadn't got to that point yet of climbing El Cap. Finally, when I did have my accident it kind of made sense. The steeper the climb for somebody in a chair the better. Mountaineering is gonna be really tough. There are ways of doing mountaineering. We got four paraplegics on top of Mount Shasta. Erik: Yep. Mark: And there was a guy named Pete "Rikee". It's funny... people [00:28:30] come to me if they've got an idea, a lot of times they'll want me to be a part of the project. Least... Erik: That was a pod that they were in, that had almost like tractor wheels, right? Mark: Exactly. What we did is we took a snowmobile and cut the snowmobile track in half and made a tractor stance. So you have two tracks and a seat with a bicycle crank, and we actually crank our way up Mount Shasta. We had to get special permit from the Forest [00:29:00] Service. You can only be on Shasta for three days, and we knew we were gonna be up there for a week. So I had to drive up... I was trying to explain to this district ranger on the telephone, he really wasn't getting it. Erik: Sometimes they don't get it. Mark: And he wasn't getting it at all. He was thinking mechanical device... Jeff: Motorized... Mark: Right. He knew who I was, so he said "Come up and bring the machine with you so I can take a look at it." So I brought one of the snow pods up there and I met with the district ranger [00:29:30] and a couple of his back country rangers, and they got it. They said, "This is cool man, we'd like to let you guys do this." They gave us a special use permit. The big thing about the Forest Service and wilderness, or National Park Service wilderness, you cannot take... supposedly mechanized devices cannot go into the wilderness. But if you have a disability, your bicycle could almost be considered a wheelchair, or your snow pod can be considered [00:30:00] a wheelchair. Long as it doesn't have a Briggs and Stratton engine on it. That was the big thing, it has to be a manual piece of a gear that's human powered. So we got that, and we got four paraplegics on top of Mount Shasta. Erik: And El Cap really launched you into being able to do all these amazing things, right? You pretty much became a professional climber, adventurer, doing these things around the world. I know you lit the torch for the Paralympics, right? Mark: I did, I lit the Paralympic torch in Atlanta in 1996. [00:30:30] Muhammad Ali lit it for the able bodied Olympics. They had this torch, and the night before we're training for it... it's a big surprise, they don't want to see the person light the torch the night before, no media, so we're out there. I was gonna climb an 80 foot rope doing rope ascension, doing pull up after pull up. And North Face made me a little, kind of a... we envisioned this Robin Hood thing with... behind [00:31:00] my shoulders, this arrow quiver where I put the actual torch in. I didn't wanna burn my hair, what's left of it, so... Erik: You had a lot more hair... Mark: So I said, "Let's make this torch holder so it comes off your legs." So they made that for me. That night we're training, I get up the 80 foot rope, and I lit the fuse and the fuse blew out. Erik: Oh no. Mark: And the pyrotechnics guy goes, it was windy, and the [00:31:30] next day it was gonna be windy too. So the pyrotechnics guy guys... "Okay Mark, I'll make sure this fuse doesn't go out the night you do it." And I go, "Great." So I get up there in front of 80,000 people, I'm climbing up this rope. Liza Minnelli is singing this song and she's going "Go Mark, Go Mark." The whole stadium of 80,000 people is going nuts. So I lit this fuse, and literally the thing blew up. There was fire all over me. And I'm leaning back, hoping I'm not gonna catch [00:32:00] on fire. Then the fuse went up and lit the actual cauldron, and that was the start of the 1996 Summer Olympics. Jeff: You did not combust. Mark: I did not combust. I had the best seat in the house. Erik: You'd be like a Motley Crue drummer. Mark: Exactly. So that was fun. Erik: Takes us on a little tour of what you did. All those amazing adventures that you did after that. Takes us on a little tour around the world. Mark: What a lot of people don't realize, which I think is harder than climbing [00:32:30] El Cap, or spending 13 days on Half Dome was another big ascent we did years ago... but was doing the Trans Sierra ski crossing. I've done it twice now. I did it in 1993, it was a big winner, and I did it in 2011. So we took a cross country Nordic sit ski. You sit low to the ground, you have two skis mounted underneath a frame with a seat, and you're sitting maybe a foot off the snow. And you have two [00:33:00] poles, and you actually double pole. So you're double poling to make this device go down the trail. I was on the US Disabled Nordic Ski Team. Competed in two Paralympics, in France and in Norway. Got beat up by the Finns, the Norwegians, they're so passionate about that sport. Jeff: And they're vikings. Mark: And they're vikings, man. They're so tough. My best finish out of 30 guys was of fifth place, that was in France. [00:33:30] In Norway, I got even more beat up. I wanted to actually get into Nordic ski racing because I had other things I wanted to do. I wanted to try to get into the back country in a Nordic ski. Back in 93 a guy named Jeff Pegles and myself was also on the US disabled Nordic team. We took sleds, little polks, behind our rigs. We had our bivy gear. And we skied 55 miles from Snowline [00:34:00] on the east side of the Sierra on Tioga road, we got someone to open up the gate. Guy that worked for the power company opened up the gate. We got up to Snowline and we skied from Snowline to Crane Flat, which is 55 miles. Jeff: Wow. Mark: Following the Tioga road. Jeff: Just the two of you? Mark: Well we also had Pearlman with us too. Erik: Filming. Mark: He was filming, yeah. Erik: And, you gotta tell the story about the White Rim. So you biked the White Rim, I think you were on one off mountain bikes? Mark: [00:34:30] Yep. Erik: Or some kind of devices, hand crank mountain bikes. And it was so sandy, the story I heard, you had to get out and you had to pretty much pull yourself on your arms and pull your chair, did you pull the other guys chairs too? Or were the other guys' bikes... Mark: It was an epic, groveling adventure. Seems like everything I do turns into that. Jeff: Yeah. [crosstalk 00:34:50] Mark: If you're not suffering, you're not having a good time. That's kind of how it is out there. We had these one off mountain bikes and [00:35:00] we actually did a Jeep tour to kind of check it out a couple years prior. We did have it a little easier, we didn't carry all our water and food with us, we had a swag wagon out there. Suburban, follow the four paraplegics. Myself, Bob Vogel, and Steve Ackerman. We rode this, 52 miles is the full circumnav of the White Rim. There was times, [00:35:30] yeah, it was an interesting experience out there because some of these washes were like moon dust. We couldn't get our bikes through it. So I had a pair of rock chaps with me and I threw the rock chaps on and did some crawling. Had an 11 mil static rope and dragged the guys behind me. Did a few epic things like that. Jeff: I mean, If I'm riding my mountain bike and I come up on that scene in the middle of the White Rim, who knows what to make of that? Mark: [00:36:00] You can walk man, so best thing to do is just walk your bike. Jeff: Like, "You guys are good right?" and they'll be like "Yep, we're good man." Erik: Leave us alone. Jeff: Leave us alone. Mark: Don't touch me. Jeff: There's nothing to see here. Yeah. Erik: Yeah. Jeff: Wow, that's rad. Mark: And then recently, just a couple of years ago... in the winter we had a drought in California and Tahoe, so I circumnaved Lake Tahoe in a kayak in winter. And that was a really amazing adventure. It was 72 [00:36:30] miles, two nights of camping. But the cool thing was, and it was cool at night, it was really cold at night. There was no power boats. In the winter you don't have any power boats on Lake Tahoe, it was kind of like being out there in the 1800s. Seeing bald eagles, none of the tourists were on the water, it was really a fantastic trip. Dave: So Mark, you are someone who really embodies the spirit of No Barriers and you helped [00:37:00] start the organization. So tell us, all these adventures, all these things you've done to challenge what's possible, what people think is possible. Why No Barriers? Tell us that story. Mark: You know, No Barriers... I did a movie called No Barriers, and I got a poster out called No Barriers. It was a word that really meant a lot to me. My wife and I, we were down in San Francisco at a fundraiser... in those days it was called Yosemite Fund, now it's called Yosemite [00:37:30] Conservancy. We were at this dinner, and I met this kind of wild old character named Jim Goldsmith. And Jim came up to me, knew who I was... we started talking. He had a cabin in the subdivision I live in called Tahoe Dawner. So Jim and I, and Carol, and his wife Connie would get together, we had a couple of dinners together. And then Jim started talking about the Dolomites, and his [00:38:00] son-in-law and daughter. And he said, "Man, it would be really neat to kind of do something for disabled people and able bodied people if we did something in the Dolomites." And I go, "Man, I know a couple of guys who I've done some stuff with, a guy named Hugh Herr, double amputee who's done some rock climbing with him, and Erik Weihenmayer." This was probably after your Everest... Erik: Yeah, after. Mark: This was after your Everest climb. And I said "Hey, these [00:38:30] guys..." we did a climb out in Moab Utah, the three of us, it was kind of gimp helping gimp, it was this real magical event out there. Which was really cool... Erik: Climbing the Fisher Tower. Mark: Yeah. The Fisher Tower. Ancient Ark. Erik: Mm-hmm (affirmative). Mark: And it was this really fantastic climb. I'd like to get these two guys involved with what we're talking about. SO I called Erik, I called Hugh, and we ended up putting our first [00:39:00] little... in those days, it was more of a festival, we called it, instead of a summit. We did it in the Dolomites. It was a very obscure little place up in the mountains, this real beautiful location, but nothing was really accessible. The hotels weren't that accessible, everything was kind of difficult to put this together. But it was this real magical place in the mountains... Erik: I remember the chair operators didn't even know how to get people with disabilities on the chairs. Mark: They didn't have [00:39:30] an idea. They didn't... yeah. Erik: On the ski lifts. Thank you. Yeah. Mark: They weren't doing adaptive skiing in those days in that little village. It was actually the home of the 1956 Olympics. SO that was kind of my envision was to start this, and who knew it was gonna get into what it is today. It's just amazing what you guys have done, and all the different things No Barriers has to offer people. Erik: What do you think about when you think about the evolution? You had this little germ [00:40:00] of an idea to go to this town and start talking about accessibility and innovation, and some of your lessons about how you've broken through barriers, or how the three of us had broken through barriers. And now, when you look at it today... Mark: [sighs] It's kind of mind boggling how it's grown so big and how many different people it affects, it's not just the disabled community, it's able bodied community bringing everyone together. Trying new experiences. The youth programs [00:40:30] that you guys have been doing is tremendous over the years. Soldiers to the summit. We're having all these guys coming back doing ten tours, they're not adjusting back into society very well, and taking them out into the outdoors with Jeff and different mountain guides, it just changes their lives. Brings them more back into a reality where they can really kind of adjust back into society. And then the summit is just... I love [00:41:00] coming to the summits. I've been to every one now, I haven't missed one since the beginning. It's gonna be fantastic in New York, I'm really looking forward to that. Erik: And you bring your climbing wall, your portable climbing wall. Mark: I'll have... Erik: Almost to every summit. So that's your mission now, right? To go around and use your climbing wall as a No Barriers tool to help people break through barriers. Tell us about that. Mark: Absolutely. Climbing has been such a big part of my life, that I just like to introduce different [00:41:30] people to the sport. A lot of times, somebody that's... we don't say electric chair, electric chair is something you die in. Power chair. A power chair takes you from point A to point B. A power chair user, a lot of times doesn't have all the... there's not as many things out there for a power chair user to participate in. Climbing on my wall, they can. We have these harnessing systems [00:42:00] that support your core. It's almost like a Bosen's chair, pulley system. If you have the desire to get on the climbing wall, we can facilitate that. We don't turn anybody away. We've had people that weigh 500 pounds on my wall before. Very obese wheelchair users... it doesn't matter. I had a gentleman that had spina bifida and he was unfortunately caught up in the American society of drinking a lot of soda, [00:42:30] and became really big. We got him on the wall, it was really difficult for him. We would talk to him and he wouldn't really look at you eye to eye as we were talking. I saw him a year later, he dropped 150 pounds, quit the soda, got into a training, cut his hair in a mohawk, and it just changed his life. Got out of the power chair and was in a manual chair. So climbing was kind of the responsibility of really changing this guys life, and now I see [00:43:00] him down in Los Angeles. I probably take the wall to Southern California maybe seven or eight times a year, San Francisco, Bay Area. I sort of have different groups hire me year after year, once they experience the wall they really want to have it be part of their event. We bring in, mini El Cap I call it, and we get people on it and we have a great time. Erik: And you're traveling around with your wall, full time. People bring you in to create this experience for their [00:43:30] rehab hospital or organization or team, right? Mark: Exactly. All those venues... I do adaptive climbing seminars. So a gym might call me and wanna know, "how do we get an adaptive climbing program going?" So I do that. And a lot of times I'll do not only a seminar on adaptive climbing, but then maybe that evening do a show and tell about adventure sports and where adventure sports have taken the disabled in the last 35 [00:44:00] years. Erik: And you are like Kleenex now, because... you talk about the pulley system, it's not a pulley system, pull up system, a lot of people say, "Oh yeah, Mark Wellman system." Mark: Yeah, it's... yeah it's kind of getting that way. Jeff: You're like Beyonce now. Mark: I'm like Beyonce. It's just kind of neat that my passions over the years... everybody should have a passion. And my passion has always been [00:44:30] to be out camping, doing something in the outdoors, coming up with new ideas, new technologies... and some of these technologies are more like a backyard technology. It's not that fancy. Sometimes some of the most simplest things can change something. Like mountain bike tires on a wheelchair can change a chairs getting into the back country tremendously. Mounting a pull up bar in a sender can allow a paraplegic [00:45:00] to do 7000 pull ups in eight days to go up El Cap. Just simple little technologies can really change peoples' lives, and you can take that backyard technology, garage technology, put something together that works for you that can help a whole bunch of people. Dave: I'd like to go back to that... You've told us a story, sort of the arc of your life, and when I look at you Mark and think about what you've accomplished I think "God, this is incredible. [00:45:30] This is an incredible human being that very few people who had what happened to you would ever have chosen the path that you have chosen." And I think, when I think about our No Barriers community, every so often you get folks who will say "Yeah, that's Mark Wellman but that couldn't have been me. You're putting someone in front of me that's so incredible, how could I possibly do this?" Erik: Yeah, you're de motivational. Mark: Right, right. I know, I get it. Dave: I'd love to hear, what do you think we can... 'cause this is what we do at No Barriers. We... If you're [00:46:00] listening to this, it's not like we take everyone up mountains, but we try to remind them about something in their spiri t... Mark: Yeah. Dave: ...that teaches them anything is possible. So talk to us a little bit about, Mark, how did you get to that point? Is it just sort of who you were from the beginning, was it an evolution? It just seems like everything you encountered, you are like, "I can do more." Mark: I think it's really important for people to get out of their comfort zone. Nowadays, it's so easy for young people to get... they get into gaming. And they [00:46:30] just, you know... it's stagnant. You're not getting out of your comfort zone. And the outdoors has a way of getting you out of your comfort zone. And you can make it safe... you don't need to think about what I do, it's more about finding, maybe getting some different experiences. And that's what's so cool about the summit. You have all these different activities going on where you just get a little taste of it. And hopefully [00:47:00] that little taste will inspire your imagination to want to try it again. And that's where I think it's really important if you're facilitating skiing or climbing, or whatever you're facilitating, you have to make sure that these people, their first experience is a good one. If they don't have a good experience, most likely they're not gonna go back to it. And, it's really important that the very first time... One of our board members, Sasha. [00:47:30] He was an academia guy, a professor. He came to the No Barriers event in Squaw Valley, the first one. Never had tried climbing before, and we took him to Donner Summit and got him up on this road cut climb that's 80 feet with big exposure, and it changed the guys life. It was something he was real nervous about, but it was getting him out of his comfort zone, and him [00:48:00] really having, you know... it was exciting for him, it was thrilling, it was challenging not only physically but mentally challenging at the same time. All those things combined. Kind of changed his life. And he became a board member of No Barriers because of that. Dave: Yeah. Mark: And there's stories like that all the time. Or Mandy, I remember her... wonderful singer. She got on my wall, it was 25 feet, and she [00:48:30] was really scared. It was a really scary moment for her where she had this big fear of heights. It wasn't like she was on a 1000 foot rope, she was on a 24 foot wall. But she might have well have been. Jeff: Relative for her. Mark: Could have been a 1000 foot climb. But she made it through. And came down... I got a guy that helps me, Wes, he's a search and rescue guy, kind of a big guy. He's just magical with [00:49:00] people, and really helped her a lot. So, you have all these different experiences... Erik: And I think that experience, by the way, gave her the courage to go out and do something completely non-climbing related, which was to write music and to go on to America's Got Talent, and... Mark: Exactly. Erik: Get into the finals, and now skyrocket into stardom. Mark: To fame. Absolutely. Making a better quality life for herself. [00:49:30] A lot of times when you say, somebody that's a wheelchair user... what is it, like 90 percent of the people in wheelchairs don't have jobs. And it's always kind of bummed me out, I'm thinking, "Wow." Why would you wanna be caught in a system like with Social Security and be basically poor your whole life, because "Oh I have Medicare, I have my Social Security disability," So you're trying to live on six to eight hundred dollars a month. And you're caught [00:50:00] in this kind of vicious circle. You've got to get away from that somehow, and get into the workforce, be productive. You're gonna feel better, you're gonna be a more productive citizen in this country, and you're not gonna be wrapped up in this vicious circle of never getting ahead and always having the government thumb you down, so to speak. Erik: Last question for [00:50:30] you from my end, this is Erik, and I wanna know, I've made it kind of clear that I look up to you. Tell me, who are the people that you look up to? Tell us about that guy Larry, tell us about some people who influenced your life. Mark: Oh man. There's been a lot for sure. There was a guy named... actually I think you're thinking of a guy named Mark Sutherland. When I first got hurt, Mark was a quadriplegic ten [00:51:00] years post to my injury. And he was back in the hospital. He had a bone spur, the spur was touching his spinal cord, and he was losing some of his action. Some quadriplegic can move their arms and they can push manual chairs, and he was one of those. But he was losing some of his arm strength, so he was in the hospital, and my room was next to his. We would talk at night. 'Cause I was really bummed out when I was first injured. To me, being a paraplegic was a fate [00:51:30] worse than death. I was on the sixth floor, if I could have crawled over to the window and jumped out I would have cause that's how bad I felt. I was just thinking, "Not having the use of my legs, I'm not gonna ski again, I'm not gonna climb." I was 22, I was just like, "Why didn't the mountain just take me." Those were the kind of thoughts I was having. But then I would go into this guys room, Mark Sutherland, and he would talk about, "Oh I had this milk truck that I converted, and I had a stool. One time I was driving it with my hand controls [00:52:00] and I fell off the stool, and I was on the ground and I had to throw my hand on the brake to stop it so I didn't kill anybody." Jeff: And you were like, "That's the greatest story ever." Mark: Yeah. I wanna do that. So I was just hearing this stuff from this guy, and he was talking about girlfriends, and how he was running around doing this and doing that, and I'm going, "Man, this guy has a life." And it was really inspiring to be... so where I was really depressed and laying in the hospital bed, and couldn't feel [00:52:30] my lower extremities, and "What's a catheter?" And I'm just like, "Man, this is horrible, what did I get myself into." And this guy was really upbeat and uplifting... Jeff: Showed you it wasn't a death sentence. Mark: Yeah. Showed me it wasn't a death sentence, and let's get on with life, dude. And it was like, boom. That just changed me. Then we went into rehab together, we were more in a hospital setting and then we both went into our physical rehab. That's [00:53:00] when it just started clicking for me, and that was it. Dave: Well, just to wrap up this excellent conversation that we're having about the history of No Barriers and all that you've done as well just individually, you've seen No Barriers be this thing that started in the Dolomites in 2003, we're 15 years into this. What's your dream for what it becomes? Mark: Wow. I would just consider it to be... I'd like to see maybe a couple summits a year, possible. [00:53:30] More, smaller clinics would be really cool too. I think you guys are really on a good, good path. But maybe some smaller events too. Just keep growing it. Keep doing more of these kinds of things. More technology. Bringing in more people, better speakers. Better people that are... or people that are doing more things that inspire others that give the ideas [00:54:00] to do more things. I'm amazed in 15 years where it's come to. Who knows where it's gonna go. Another 15 years from now, man this could be a huge, huge organization that could affect a lot of people and bring a lot of people together. This whole family, bringing the tribe together. It's always fun at the summits, and seeing people I haven't seen for a year, [00:54:30] spending time with them. I love getting people out climbing, so that's my passion. Erik: What if people want to learn how to get in touch with you, how to work with you, how to bring your wall to their organization? Mark: Yeah. Google Mark Wellman or just go to my website, No Limits Tahoe dot com. Give me a call. Erik: Although they won't talk to you, 'cause you're never home. You're always out [crosstalk 00:54:55] or something. Dave: Always on the road, right. Mark: Well, no, yeah I'm easy to get a hold of. Talk to my wife, Carol, [00:55:00] and I can get back to you. Erik: Right. Mark: Send me an email. I'm better on the phone, I don't like to email tons. Love to talk to you, if you have ideas lets talk about, lets see you at the summit. Lets get out and enjoy life. Erik: Cool. Well thank you so much Mark. Jeff: Listen Mark, I know you well enough to know you don't need to hear what I'm about to tell you, but, I think it's important for you and the listeners to know [00:55:30] in conversations like this, it becomes so clear how you are sort of the upside down pyramid. And you're the point on the upside down pyramid. And it all sort of funnels up from you, really. And I know there's others, but you're the man. And I know it's important for you, it is important for me to know that you know how many thousands of lives you've impacted. Erik: Tens of thousands. Jeff: Thousands of lives dude. You have been the kick starter [00:56:00] and the imputes. And you're just one of the most wonderful pioneers. I know you know it, but you need to hear it more, because you're the man. Mark: I appreciate it man, it's humbling. And, to take a passion that I had and a dream... and like I said, just simple adaptations, a pull up bar on a jumar. Man, how that changed other people to go climb up El Cap, or do Castleton, or whatever [00:56:30] mountain you want to get up, it's been a pretty cool experience. It's been fun to work with other companies. We're making more adaptive climbing equipment now. It's really kind of evolved from just handmade rock chaps to a real sophisticated pair of rock chaps that allows people to get out there and do a lot of cool stuff. Dave: Well it's been an honor to have you here Mark, I know many of our listeners are part of that No Barriers tribe. Many of them will know you, but a [00:57:00] lot of them won't. The movement has grown so big that it's well beyond you. But per what Jeff was saying, it's so important I think for the people of our community to know where this began. Mark: Mm-hmm (affirmative). Dave: And you are the point that Jeff mentioned where it began, and so, thank you so much for joining us, we appreciate having you. Mark: My pleasure. Erik: What did you guys take away from that? Might take us a while. Dave: Yeah. Exactly. Jeff: Might be a lengthy debrief on that one. Dave: I guess for me, as someone who's helping to build [00:57:30] this movement, like I was ending with there, just to remember the roots of where No Barriers began which is individuals coming together in small communities around creative ideas to do stuff that people didn't think was possible. And as we start to move to tens of thousands, maybe millions over the next ten years of people that we impact, that there's something in that special sauce that's still about the [00:58:00] individuals getting together having a fun, creative idea and going out and pushing their comfort zone. Erik: Yeah. I think that, No Barriers recipe is sort of hidden right in the story of El Capitan, which is... Mark's a smart guy, but he's not a scientist or anything, he's not Hugh Herr, who's inventing stuff where you go, "I could never do that." What he said is a pull up bar and a jumar. These are commercially available things. I think he had to adapt a few things, but [00:58:30] not all that crazy technology. Pretty simple. You combine that series, that innovation with the human spirit and a great friend or great support system, a great rope team, you do this amazing thing that opens up the door for a lot of people. It's a pretty simple recipe. Dave: It is. Jeff: All the big things that have happened with regards to our species all started with this small [00:59:00] germination of somebody sitting in their theoretical garage just being like, "How do I do this? Hmm?" And head scratch, and start piecing these things together, and then, boom, the movement begins. I think Mark embodies that, and what a great cornerstone for this organization. Dave: Well, and the movement continues. So if you're sitting there listening saying, "I wanna be a part of this organization, I wanna be a [00:59:30] part of No Barriers," please go to our website, No Barriers USA dot org. You can join us at the summit that Mark mentioned that's coming up in October in New York. There are many more ways you can join us but please, No Barriers USA dot org is our website. You can also share our podcast with your friends and colleagues and families, and follow us on our Facebook page. Thank you so much for listening. Erik: Live No Barriers. Dave: Thanks.
That Blind Tech Show Rolls Again. Bryan brings Allison and Jeff back to the sho to talk about some of the latest Tech news, gidgets and gadgets and the latest from Sonos. We are proud to announce that Twitterrific for the Mac is Back, Downcast just got an update and AOL Messenger is no longer. Jeff gives us an update on the fire that hit Enchanted Hills Camp above Napa, CA and how we can all contribute and support #RebuildEHC. Be sure to check the links below to learn more about what the heck we were talking about. :) Check out the Twitterrific Blog and Subscribe to keep up with the latest from iConFactory Google Bought Apple or Did they! Twitterrfic for Mac is here How to get apps back in iTunes 10 Safari Long Press Shortcut Gestures. Do you remember to ever long press? Read more about Enchanted hills Camp #RebuildEHCand contribute what you can and lend your support. Give by phone: Call Jennifer Sachs at 415-694-7333 See Transcription below. Thank you for listening. Send us Feedback via email Follow us on Twitter @BlindTechShow That Blind Tech Show is produced in part by Blind Abilities Network. You can follow us on Twitter @BlindAbilities On the web at www.BlindAbilities.com Send us an email Get the Free Blind Abilities App on the App Store. Transcription: That Blind Tech Show: Twifferrific on the Mac and Downcast is Back andSonos Gets 1 Bigger. (Transcription provided) [Music] Alison: Sonos One's which are the newest iteration of the play one, are the ones that have Lady A built-in. [Music] Alison: I did put the Eyes Free Fitness app on my phone and I'm hoping that you know buying some of the workouts for that, I will literally have no excuse not to, not to do it because my phone is always with me no matter where I go. Bryan: Somebody in New Zealand had something about unboxing one very early before the rest of the world which..... Alison: Oh yes Jonathan was very very happy that you know when he get, when these items come out he gets them a day ahead everyone else because New Zealand is a day ahead. Bryan: He should let people know that. [Laughter] Alison: He really doesn't gloat about that enough, but yeah. Jeff: So Alison you use your phone on a daily basis. [Laughter] Alison: The face ID, I'm still, I find myself still kind of getting used to this new thing called face ID. Jeff: I want to see the Grinch again this year. Bryan: So you want me to come visit? [Laughter] Big smiles okay, three, two one, welcome back to yet another episode of that blind tech show. I know it's been a very long time since we've been here in fact you've probably heard a lot of us on other great technology podcasts. I know our friend Allison Hartley recorded one of her regular tech doctor podcasts as well as she was on with the great people over at main menu. And you may have heard Jeff Thompson on with AT Banter and I believe he's got another podcast coming out with the good folks over at Mystic Access and you may have heard me on Blind Bargains but we finally got the band back together again and we're here to talk you through some of the holidays and the goings on now, so I'm going to go ahead and say yeah how you doing over there Allison. Alison: I'm doing okay, it's the day three of a four-day weekend so I'm just kind of milking the the time off work for all it's worth, I've been reading good books that I'll talk about later and eating lots of food, lots of pie, so much pie. Bryan: There's never such a thing as too much pie. Alison: No never. Bryan: What about you Jeff, how has your Thanksgiving holiday been? Jeff: Well pie is a continuum. Alison: Yep. Jeff: It's been great here, I've been bacheloring it, the family's been gone, and I'm living it here with the dogs, happy Thanksgiving, it's Thanksgiving everyday now. Bryan: I'm actually down in Florida still recording you see, we're all about bringing you the show. Holidays don't stop us. One thing I was very excited though on the plane ride down here, I was very excited some of you might have heard about therapy pigs getting kicked off planes. [Pig noises] I'm happy to report there was no therapy pig on my plane down here, just get old Nash in me. How about you Allison, have you ever been on a plane with a therapy Pig? Alison: I have never been on the plane with anything more exciting than another guide dog, I have to say. Bryan: What about you Jeff have you ever traveled with any pigs? Jeff: No but it, it would wouldn't be that bad if it was therapy bacon. Alison: Oh yeah. Bryan: That is true, that is true and for those of you not hear about that story it's actually not the first time a therapy pig has gotten kicked off a plane so, go ahead and check that out, it was one of the more humorous stories and, you know, it's great that they stand up for our rights as guide dog service dog users, but seriously, therapy pigs. [Pig noises] Now Allison, I think you're probably the only disappointed one because I'm hearing the Soup Nazi said no soup for you, no home pod for you this year? Alison: Yeah I mean I have really no reason to be disappointed. I have speakers coming out of my ears. [Spring noise and laughter] Alison: Quite literally right now cuz I'm wearing headphones but, I am, I am still interested in getting the home pod when it comes out, home pods I should say, cuz I want to get a stereo pair. I have my Lady A controlled Sonos speakers now, and I'm finding that that is honestly filling a lot of my needs in terms of playing satellite radio and playing any song that I could possibly think of. I do still want to get the home pods because I hear that the sound quality is gonna be even that much better than the Sonos speakers, but I'm not, I'm not tearing my hair out, if these new Sonos hadn't come out I might have been a bit more disappointed, but I'm okay. Jeff: Now you said they're gonna be better sounding than the Sonos? Alison: They are, they're going to have more tweeters and better far-field microphones for understanding you, the only limitation in my opinion it's gonna be Siri, I know this is a controversial subject on an Apple themed podcast but, Siri is terrible. Bryan: You will get no argument out of me, Siri and I, we're not even dating anymore, the relationship is over and.... Unfortunately this is not surprising news, Apple you know when they used to meet their deadlines, we talked about it this summer, it was a little odd that Apple was talking about this, it almost reminds me of you know back 10 years ago when they used to say there's an attack coming, it's not coming today, it's not coming tomorrow, but it's coming, and I kind of feel that's the same thing with (inaudible) Alison: Yeah. Bryan: Apple pod, they're not gonna be out today, they're not gonna be out tomorrow, but they will be out, probably around the same time that the Amazon app comes to the Apple TV. Alison: I would, I would say you're probably right there, and I would say that when they do come out they're gonna be a couple of years behind all of the other smart speakers with better AI. It's really, it's kind of gonna be sad almost. I really I want to see Apple push forward in this arena, but unfortunately you know, I, I've played now with Google assistant, I've had a Lady A in my life, I have been playing even with Bixby on a, on a Samsung phone, and yes you give something up in terms of your data, and in terms of your privacy, but when you're putting security above all, the AI, and the assistance itself becomes very limited in what it can do, and it's really starting to show in Siri when there are so many more worthy competitors. Bryan: Yeah, the Apple really missed the boat on the the home assistant and you know, Tim Cook was wishy-washy on it for several years and now it's just gonna be a speaker, I really have no interest, I mean I'm very happy with my Echo devices, heck, I got a small apartment you know, I've got one in the living room. They're $30.00 now over you know, the weekend... Alison: God Yeah. Bryan: I just don't have, I'm like, well do I really need another one, and I'm like, I've got one in the living room, one in the bedroom, and I don't spend much time in the kitchen so you know it's, there's no point really in getting another one but I, you just can't say no at that price and, how was the Google assistant, did you like it? Alison: I do, I actually I have a Google home speaker that I don't have plugged in at this point but on the Galaxy I mean it's just, you can just ask random questions and instead of saying, let me check the web for that, here's what I found, it actually just gives you the answer to your flipping question. Bryan: Yeah. Alison: It's really amazing and then you can ask like follow-up questions and it jives with what you were talking about and it answers intelligently. I just, you know maybe the home pod speakers will come out and something about Siri will blow us out of the water or something out of the speakers, about the speakers will blow everything else out of the water because they've had a little bit more time, but I'm starting to get a little impatient with Apple's obsession with, I know they want to get it right, and I know they want to have a really polished user experience, but that user experience is starting to suffer because of that need to be so meticulous, and so perfect. Jeff: Well I think they've actually, having it come out next year might be a good plan for their stocks in a way because people are buying the eight, or the ten, those are big items, and you're talking about $349.00 here. It's hard to comBryan when everybody else is you know flooding the market with these $29.00 minis, and dots, and Amazon, what do they have seven different items now in this department? The Look, the Show, the Tap. Alison: Now Google has three, I mean, it's a lot. Bryan: And, I'm hearing about headphones, Bose, I think there is a set of Bose headphones which you know, I couldn't afford those, but that have the Google Home built into them so we're starting to see more and more even headphones with these kind of assistants built into them and, I think Apple, you know, they've just been left behind and, not every company needs a home assistant so, I really don't see what the marketplace unless you are a big music listener, you know, or have capitol to spend, I really don't see the point to it, I guess I don't have a fine ear for music because I think the Echo speaker sounds fantastic and everybody I know that's into music says, "Are you kidding?" Alison: Oh no, oh God, no no no no no. Especially the Dot. The Dot is barely passable for spoken word, but even the big Echo, drives me crazy because it tries to simulate fake stereo, but it doesn't quite get it right on the one speaker so, it's, it drives me nuts. Bryan: What's the opposite of perfect pitch? Because that's what I have. [Laughter] Jeff: Either you have it, or you don't. Alison: Yeah. [Laughter] Jeff: So with the Sonos, you have two of them, that's the Sonos one you have two of them. Alison: Yep. Jeff: That does perfect stereo? Alison: It does, yeah I have them equal distant from each other on a table, and the stereo separation is amazing, it's really beautiful. Jeff: Oh that's great. Bryan: Are there multiple different kinds of Sonos? I've just heard phenomenal things about Sonos speakers, or is there one product line or are there different kind of product lines for the Sonos speakers. Alison: There are in the non smart, non Lady A connected Sonos products, there are three, well four technically different tiers of Sonos products, and it all depends on the number of tweeters that are in each speaker, and with all of them you can pair to get a stereo pair with the Play Ones, Play Threes, and Play Fives, but they become very expensive, and they have a sound bar, and they have a subwoofer for the television, but you couldn't pair Lady A with a skill now, to make all of your Sonos products somewhat controllable via Lady A, but the Sonos One's which are the newest iteration of the Play One, they look exactly the same except they have microphones, are the ones that have Lady A built-in. Bryan: Yeah well everything, everything seems to be getting smarter except Apple News, which you know, I often go through Apple news and my subscriptions when I'm putting this show together and, lately I've been noticing there's about two articles and then everything goes back six weeks, and they just don't seem to be coming out with a lot of content and as Jeff and I were talking about, a lot of ads you'll see an article, title of an article, title of an article, then an advertisement, and then a bunch of text, this is something about Apple and an ad and everything. Jeff have you been using Apple News, and have you noticed how down hill it seems to have gone? Jeff: I've noticed it's changing a little bit at first, the ads you can't even read the ads because that, all it does is give you description of it, and you have to skip over it, so they're not trying to sell to the blind. The thing that I noticed about Apple News is Apple shuts down at about four o'clock on Friday, there's no new news, they just kind of rehash the same stuff until Monday, and it's just like looking for an app update. If I get one on on Saturday/Sunday, someone paid extra to have that pushed out. Bryan: Yeah maybe I should go back to Newsify and actually reading my RSS feed for technology news. I'm not seeing that much content coming through there, I was I was really excited when Apple news came out because I thought it was gonna be great and I enjoyed it at first, I was using it all the time, but now I'm seeing less and less content and a lot of that content, there's nothing worse than when you're reading an article and like a paragraph into the article, all of a sudden advertisement is starts being read to you... Alison: Yep. Bryan: It drives me absolutely bonkers, and Jeff you actually said, and I'm curious because I read a lot of television recaps in Safari, where I'll say, Arrow episode, season six episode three recap, and it will, I'll find an article that will describe the action and a lot of times these articles, a paragraph in it starts reading an ad to me, you just got a pop-up blocker, now do you think those pop-ups might block those in article advertisements, or just really block pop-ups. Jeff: Actually it's not a pop-up blocker, that is native to the Safari app where you can turn that on or off and it blocks pop-ups. Now some colleges, if you're a college student, they use pop-up so you might want to beware that you might be shutting off something and not being able to gain access to so, try it out. What I got was Purify and that's P U R I F Y, it's a content blocker, and when you get that you, you purchase it, and I got it for a dollar ninety nine, I don't know if that was a Black Friday deal or a special over the holidays but, a dollar ninety-nine, it's very popular app according to Nick, my buddy up in Canada, and what it does is it works on your browser. So what you do is you purchase it and then you have to go into your Safari app settings, go down and just below pop-up blocker, you're gonna find content blocker, and then you have to enable it by turning it on. Bryan: Allison, have you ever used any kind of pop-up or ad blockers or anything? Alison: I do also use Purify and I find that that eliminates a lot of the ads on the websites that I use. What I love now also is reader mode for specific websites in iOS11, if you activate reader now, it's an actionable item and you can go to Auto reader and you can tell it that I either want reader to be active on this website all the time or, all the time for everything, so I have some very specific websites for which I just have reader all the time and I never have to worry about any extra crap on the webpage. Bryan: Where is that setting where you could set it specifically for an individual website? Alison: When you actually turn on reader and you've got reader selected, then there's an actions available, it might even be available for you to select it, and one of the actions is automatic reader when you flick down. You double tap that and then it comes up with a message that says do you want to enable reader for all websites or just on this domain and, you could turn it on for just on this website, and so like 9 to 5 Mac for example and a couple of other more the, more of the busy Apple news sites, I have since I do so much Twitter reading on my phone, I've got automatic reader turned on and it's changed everything. Bryan: Yeah that's something I'll have to, you know I I use the reader all the time, but I, and I remember hearing about, that you know, you hear, about so many new settings but I've never played around with it so, that's something I'm really gonna have to make use of, and by the way if you're out there and if you know of any specific ad popup blocker that might work in individual apps, let us know, you could tweet us in at BlindTechShow or shoot us in an email at thatblindtechshow@ gmail.com, let us know about that. This next thing is really interesting because I was down here listening, I have an app where I'm able to get any NFL audio feeds and everything, and the one thing that drives me bonkers because my dad's a little older so sometimes he forgets is I'm watching the Washington Redskins game here on Thanksgiving with him and I'm listening to the Redskins radio, the only problem is streaming audio is a good minute and a half to two minutes behind real time, and he keeps commenting about what's on TV and it's just driving me insane, I'm like Dad, remember it hasn't happened again you know, so, one thing that would be nice is if FM radio actually just worked on your iPhone which supposedly it could according to this article, we'll put in the show notes that it's built into the phone but Apple just will not activate it. Have you guys been following this story? I know it's been in the news a lot lately. Alison: I've heard two things about this, I've heard that Apple for whatever reason has just decided not to activate it but then I've also heard that the newer modems actually don't have the FM radio so it's a moot point. Bryan: Mmm okay, what about you Jeff if you've been following along to this? Jeff: Yeah I have but, you know it's to me it's like, is it, is it, am I dying for it, I don't know, I really don't know. Bryan: I think it'd be nice, just, you know to be in real time. I don't understand why they can't get streaming audio to be at least maybe you know a second or two behind. I mean it's just such a significance difference, I've got it put on do not disturb, otherwise I'll get notifications about a score in a game, you know, before it happened. The fascinating thing is during the, the Yankees playoff run, I went to my local bar with a pair of my head with the headphones with FM radio, and sure enough FM radio would get it like 30 seconds before television would. [Laughter] Alison: So there's no perfect solution. Bryan: No, there's not, I'd be like, I'd yell out "damn it" and people were like "What are you talking about, they've yet to throw the pitch". [Laughter] So yeah, there's there's no perfect solution. Jeff: I like tuneIn radio, I like stuff like that. Alison: Yeah. Jeff: If there's an emergency or something we got those alarms that go off and everything. I don't see myself turning it on, I don't know, it's just, it so interesting, there's so many resources, so many different avenues that I can get information that, just one more to be on the phone and then, where's my antenna. Alison: Yeah. Jeff: You know it's, now that we're Bluetooth everything so, do we have to wrap it in tinfoil? I don't know. Bryan: You just hold it up in the air while you're walking down the street like an umbrella. [Laughter] Am I getting a signal now? Damn it, the signal is better over here. You know it's funny because the one thing my headphones don't get is AM radio. Jeff: I think it's just as important to think about this. Now do we really want that on there because everyone was so excited when like your Amazon device could make phone calls. As soon as you make that phone call you're standing there for about two minutes going I can't walk away. Alison: Yeah, yeah. Jeff: It's not fun. Bryan: No no no, like I've said for a very long time, the worst app on the iPhone is the phone, and it's also my least used app. I wonder if I could take it out of the dock and put it on like page nine. [Laughter] Alison: You could yeah. Bryan: Yeah, you know it's funny yeah I've been down here in Florida like I said for a week and everything, so I've been in a lot of automobiles which in New York City you know I'm not in cars a lot, and I've noticed my phone still thinks I'm driving sometimes. Alison: My phone thinks I'm driving when I'm not even in a car, like I'll be laying in bed and all of a sudden that do not disturb while driving thing will pop up and I'll be like I'm just reading a book, can you go away? [Laughter] Bryan: But do you have a waterbed so maybe you're moving. [Laughter] Jeff: Too much coffee. Alison: Unfortunately no waterbed, but it's crazy I wish, I have it set on activate manually, so it should not be popping up at all, but it's driving me nuts. Bryan: Real quick for a millennial crowd, water beds were beds with water in them in the 1980s. [Laughter] Look them up. Jeff: California has regulations on waterbeds. Alison: Yeah. [Laughter] Right. Jeff: The other thing is someone told me about the notifications you know that, while you're in a car if you turn it to what is that the Bluetooth setting in your car mode, that that's supposed to trigger it, I don't know sometimes that some things are on, some things are off, I don't know. Bryan: Yeah, and I've got mine set the manual where I'm supposed to be able to turn it on, I have read in a lot of places and I think we may all be running different versions of betas, or some people may be having this problem, others may not and supposedly some people claim it's fixed in a certain beta. I don't even know if I'm running that beta, I think I'm one update behind, you know there's been so many betas out that I can't keep up with them, and a lot of updates coming out too, I notice all the time I seem to have like 80 to 90 updates every few days cuz, I self update, what about you? I know you guys self-medicate, do you self update? Alison: Well I'm constantly working on self improvement, self updating, oh oh you mean apps, yeah. [Laughter] Bryan: The apps, I like to make sure tha,t I like to read those little release notes, and the worst is we update our app fairly regularly, we're not going to tell you what we're doing. Alison: Nope. Jeff: If you get a self-improvement app, would that be self defeating? [Laughter] Bryan: I don't know, you know what, email us and let us know what you think. You know a lot of people are big fans of the Star Wars saga, but have you guys been following the blindfold game saga. Alison: It's been it's been rather epic. Bryan: It has, there's been multiple parts you know. We had, we even had my favorite was Blindfold game Strikes Back you know. Alison: And they did to their credit. Bryan: They did, they struck back hard. I'm a, you know I am a big fan of the games. Blindfold Uno, I've bought plenty of them, I know some people don't like them, I think Marty does a phenomenal job and, God I love the trivia games, and there's nothing like when you've got a, you're sitting in the store you got a few minutes to kill. I've actually set my Blindfold Uno to unlimited scoring so I've got like thirty thousand points in there, it just keeps... [Laughter] Every time the computer gets within ten thousand points of me I think it's cheating you know, but, he really does a great job with a lot of those games. Marty is a businessman and he makes these games you know, out of his love of making games for the community as well as to make money and... Alison: Sure why not. Bryan: I couldn't believe what, when Apple was telling him he needed to roll them into tab less apps in the App Store. It really seemed like Apple didn't know what they were talking about I, you know you could Google Marty's website, I'm not sure the exact site but blindfoldgames.com probably, or just google it, and he's got a blog that'll explain everything that happened if you're not aware of it but, I was really shocked at the stance Apple took against him starting out. Alison: I can summarize briefly if you'd like. Bryan: Sure. Alison: I've been fairly involved in reading about it. So essentially what happened was, and there's a whole detailed timeline on the website. Bryan: Start with episode 1. Alison: In episode one Apple was going through the review process for some iOS11 related updates for Marty's games and they noticed that a lot of the games used the same template. Now Apple technically has a rule that apps cannot be clones of one another, and not looking at the content of the games which are all different decided that these games are too similar and so we're going to have to reject these updates because they have the templates are too similar and you have to make the the gameplay different. Well the whole beauty of the blindfold games is once you know how to play one, you can pretty much figure out you know, several more, so Marty defended himself and said look while these templates are all very similar, the content within them is very different, but Apple didn't want to hear it, they heard, they're like 80 apps is too much. You have to compile them into less. Bryan: A handful, yeah. Alison: Amounts of apps. So Marty's stance, with which I agree, is that then that would make the apps too large to download because they all contain different voice files, and sound effects, so they're already you know pretty sizable downloads anyway, and it would hurt discoverability. For example if all the card games were in one app, somebody might only play one or two, and that might hurt his chances at making more revenue, and the man has got to be able to make some sort of money off it. Bryan: Sure. Alison: I get it. So eventually it came down to a lot of members of the community myself included, advocating with Apple to make them understand that this is a different type of situation than just the average you know, Yahoo up there trying to clone a bunch of flappy bird apps for example. And it worked, they understood, they eventually understood and had a conversation with Marty about, hey we understand that these games are different and now it's it's okay, when the review was passed and Marty at one point he was going to be taking down the games because he just didn't have the resources, either financial, or time wise to do the rewrites that Apple was starting with, so I'm really glad that this ended up, ending happily, and I got into some, some real Twitter spats with a couple of people who really think that, that oh, it's just blind people whining. No, it's, it's people advocating for games, which are truly different in the App Store, and yes blindness does have a little bit to do with it because we have a shortage of accessible games as it is, so don't take our choices away. Bryan: Would you summarize saying basically that Marty basically after the the Clone Wars beat the Empire? Alison: He did. Bryan: Yes. Yes. [Laughter] A Star Wars theme, yeah, no, not to make light of it, it was great that Apple reversed it's course and, Jeff, any comments? Where you following along on the Blindfold saga? Jeff: I was more or less following Allison on Twitter, I'm stalking again Allison. Alison: Oh no. Jeff: But Jonathon Mosan wrote a letter, other people in the community got going on, it was nice to see everybody come together for that you know, like some people were pretty negative, they were saying like "oh yeah, they come together this, but not for jobs" Alison: Some people were jerk faces about it, and I will call them out for that. Jeff: Other people were saying like "Oh Apple, they played the blind card to Apple" it's not that, it's like Allison just explained, it's more like that. It is kind of neat to sit back and watch how different people rise up to certain things and other people take sides, you know the bottom line is the guy is doing something. he has to make money. If he bundles them all up, and you only like one of them, you're not going to buy 8 you know, it makes sense, business sense for him, and I'm glad Apple saw it that way. Bryan: I think he's got a great price plan, because you know, yes, he's got a ton of games you know, nobody buy them all. You could test them out, you know he gives you a free amount of games with each one which I think is fantastic. How many mainstream games out there allow you to test it out before buying it? Alison: It's true. Bryan: So basically what we are saying Marty, "Stay Strong!" Jeff: And may the Force be with you. Bryan: You know something that just came to the app store new and I, I've gotta actually take a look at this, because I haven't exercised since last millennium, The Eyes Free Fit, you know Blind Alive some of you may know it as, I looked up Blind Alive, i couldn't find anything related to exercising. But if you look it up under Eyes Free Fitness, and this just came to the app store last week, and I looked through it, you gotta buy the programs, but it looks like they got a ton of different exercises in there, and I know they've been around for quite a while and on a lot of podcasts. Have either of you guys ever done any of their exercise programs? Alison: A long time ago I bought Cardio Level 1, and it is really great, and really descriptive. I did it a couple of times, I'm really bad with sticking with exercise routines no matter how accessable they are. So, it's really a motivation issue, its not an issue with the workouts themselves, but now I did put the Eyes Free Fitness app on my phone and I am hoping that, you know buying some of the workouts through that, i will literally have no excuse not to do it because my phone is always with me no matter where I go. Bryan: Yeah. How about yourself Jeff? You're an outdoor mountain man, have you ever indoor exercised? Jeff: I was actually testing her website with her so I got to get a few of those and she was next to me in the booth at ACB in 2016. It was in Minneapolis, it was really fun, it's really great that she's taken it to this level now that, you can even hook it up to your health app inside your phone too so.... Bryan: Wait a minute, there's a health app in the phone? [Laughter] Jeff: Page 9 Brian, Page 9. Alison: Page 11 yeah. [Laughter] Bryan: It's next to all of my pizza services. [Laughter] Jeff: So I suggest if people want it, it's Eyes Free Fitness, it's well described, that's the whole intent of it. She uses people who are professionally trained to come up with these exercise routines, but then there's also some stretching ones, and all that stuff. So it's pretty versatile, and they got some Yoga stuff in there, and then there's.... Alison: Pilates. Jeff: Yeah, lots of good stuff in there. Bryan: Yeah, yeah, my only complaint about this app and what she does, is she makes the rest of us look lazy. [Laughter] Can I set a New Years resolution in November, where that's my plan is to, exercise and, you know, a lot of people say they want to get in better shape. I would just like to get into a shape so.... [Funny sound effect and laughter] Alison: See it's a good time for me to get back into this because now I'm walking everyday with Gary with our neighborhood in Napa being so walkable that I actually am in a little bit better shape, so I feel like these exercises would be really great, you know especially if on the weekends when we walk less, it would really help me to get in even better shape. I'm still a far cry off from where I want to be and I still eat to much, but that'll never change. [Laughter] Bryan: I don't even eat that much, I just eat all of the wrong things, I've learned if I like it, it's bad for you. Alison: Yeah, that's kinda where I'm at too, I don't find that I eat these ginormous portions, I mean although I do like a healthy portion of food, but yeah, it's not the good things. It's a little light on the leafy green vegetables and such, although I like fruit. Jeff: You know one of the main things about exercise and all this stuff that we're talking about is the mindset and it takes a while to get your mind wrapped around it. I've been using a trainer for, it'll be coming up on a year and I finally got my mind wrapped around it after 10 months. I mean, it really takes something, I used to be in really good shape, I used to do a lot of stuff, I used to run and all sorts of stuff. But I am not being chased anymore so... you know. Bryan: It's may favorite line, "Do you still run?" "Only when chased" [Laughter] Jeff: Yeah, I think people who want to get back into it sometimes it takes a little commitment. You can buy these from $19.00 to $25.00 or something like that, but you have it, you can do it in the privacy of your own home, it's accessible, and it describes all of the stances, all the positions, well described steps, so if that's what it takes to get your mindset involved in it, it might be a good start for you. Alison: Yeah. Yeah can get as of out of breath or sweaty as you want, as quickly as, however quickly it takes and it doesn't matter because it's just you and yeah. Jeff: But make sure you have your phone notifications for driving set right. [Laughter] Bryan: Either that or in my kind of condition make sure you have 911 on speed dial. [Laughter] I got a good work out there, you know we're recording this the day after Black Friday, it's not even Cyber Monday yet but you'll hear this after Cyber Monday, and it was a low tech Black Friday for me because I got some clothes and everything, no technology but I wanted to ask you guys, what about yourself Allison was it a techie Black Friday Cyber Monday for you or no? Alison: No cuz I, I bought what I want throughout the year, I don't, I don't have the the impulse control to wait three months for something to go on sale on Black Friday, I just buy it when I, when I have the money and what I want it / need it. So Black Friday / Cyber Monday are always kind of a bit of a letdown for me cuz I'm like, oh this thing's on sale, oh wait, I already have it, this thing's on sale, wait I already have it. ]Laughter] Bryan: Got it got it got it got it got it need it you know. Alison: Yeah. Jeff: I just went shopping at Allison's place, I just walk to her house. [Laughter] I'll take that, that, that. [Laughter] Ain't got it, ain't got it, ain't got it. Bryan: You know it's not a big tech year for me because I'm not upgrading, I do need to get a new key chain cuz I have one of those key chains with the Lightning charger and for some reason the Lightning charger broke off of the key chain so, one of the things I heard somebody talking about was you know I've got all these kind of what I call lipstick chargers where you have to plug the cord into the charger. I heard they now got a charger out there that has the lightning charger built into it as well as a USB built into it and I think I'm gonna probably get something like that. Alison: Send me that when you find it. Because, send me the link, yeah because that is something, you know, I love my anchor batteries. I have the ones that are like even 20 thousand milliamps witch are a little bit bigger but I just put them in my purse, but yeah you've got to have the little the cables for your Apple watch and for your micro USB devices and your, your lightning cables all together and it's just it's a little bit much, it gets to be a little bit much to carry around. Jeff: Jack really makes a couple of these. One is a six thousand, one is a ten thousand fifty claiming that X needs more power so they made that one. They do have two cords, one is the Lightning port cord and the other is for all the Android stuff, your mini USB plug, and there's a third you can plug a USB into it so you technically you can actually have three by both outputs going at one time. My concern since their dedicated cables on there, are you committed to that if, what if the cable goes bad you know, I, I don't know but it does get a 4.5 out of 5 ratings on Amazon. Myself I like the big ones. Alison: Oh yes send me that one. Jeff: Cuz size does matter. Alison: It does. [Laughter] Bryan: Hey hey, this is a PG podcast. [Laughter] Alison: What, we're talking about, we're talking about batteries. Bryan: Oh. Jeff: I must admit I like big batteries. Bryan: I've heard that about you. Now Allison you've had the iPhone for a while now what are your thoughts? Alison: I basically really like it, it's nice and fast, I like the size, I have it in a leather case because it's glass on both sides and I do not trust myself with glass on both sides and I have dropped it and the leather case has saved me a couple of times. The face ID I'm still, I find myself still kind of getting used to this new thing called face ID. I find that it's very accurate. I find that even when it doesn't get your face it learns from the experience and it has been consistently doing better but it's not as fast as touch ID, the gestures for bringing up home and app switcher are pretty fluid and elegant I think. Bryan: Are you used to doing those after having the press on the home button for so long or does it take a little training yourself? Alison: I'm used to it now, I've had the thing now for a couple of weeks so I've gotten it back into my, into my muscle memory now that this is just what you have to do because there's no home button and luckily I'm not using any other older devices to confuse me, that's convenient but yeah it's it's never going to be as fast I don't think. Jeff: So Alison you use your phone on a daily basis? [Laughter] Alison: Pretty much almost every minute of every day. Bryan: Are you happy with the purchase, are you happy with the upgrade? Alison: I am because I wanted, I wanted the latest and greatest technology and now I've got it and I realized that sometimes that comes with some caveats so I am happy with it, there are some times though when I have just become resigned to entering in my passcode. For example if I'm laying in bed and I want to unlock my phone, I don't want to have to sit up put the phone all the way in front of my face, get face ID to authenticate me, wake up the husband, wake up the dog, so I just enter in the passcode and it's that's even become a little bit faster. Bryan: My dad was having trouble with his phone recently and I finally found out what the problem was. Alison: Yeah. Bryan: He's running an iPhone 4. [Laughter] Alison: Oh for goodness sakes. Bryan: Yeah, I said.... Jeff: Wait, you, you said it's running. Bryan: Yeah, barely, yeah he can make phone calls that's about it, I said no wonder you're having so many issues with everything else and yeah, he's getting ready to get a new one because my mom did order the iPhone 10 and he's gonna get the hand-me-down. I guess he's gonna move up to a 6 which is all he really needs. Alison: Yeah. Oh that'll be quite an upgrade for him. Bryan: Oh yeah, yeah, so but, my mom's got the 10 coming, she's got the, she ordered it online and has the two to three week wait so, I will not, not get to play around with it while I'm down here and everything but I've been you know listening to you on with Dr. Robert Carter not to be confused with Dr. Richard Kimble. Not that anybody but me. Alison: Not to be confused with John Kimble yeah. [Laughter] Bryan: I thought of Richard Kimble immediately but I'm probably the only one that did that so but you know you guys had a great walkthrough of the iPhone 10 and somebody in New Zealand had something about unboxing one very early before the rest of the world which... Alison: Oh yes Jonathan was very very happy that you know, when these items come out he gets them a day ahead of everyone else because New Zealand is a day ahead. Jeff: He should let people know that. [Laughter] Alison: He really doesn't gloat about that enough no but yeah. Bryan: Allison did I hear you do laundry every now and then? Alison: Every now then, you know I, the house-elves or my husband will not comply and I have to do my own. Bryan: Are you testing out that new GE, was it the GE product that you're testing out? Alison: Yeah so, so I have purchased the GE talking laundry box and actually we were in the market for a new washer and dryer anyway so we got the compatible washer and dryer and I've actually been doing a lot more of my own laundry and enjoying the heck out of it now that we have this talking machine because it's so easy to set all you really have to worry about is the start button and the little knob that controls the settings because the different wash cycles, because it verbalizes everything, you turn the knob, it verbalizes if you're on like cold wash, or towels and sheets, or casual wear, or bulky items, and you press Start and it says starting load on bulky items with an estimated 70 minutes remaining and there's a button on the box that you can press if you need an update of what, of time remaining and the dryer is much the same you just mess with the one knob, you can set your cycle and it just works. Our old washer and dryer we had the little arrows marked, but the one thing would spin, and there was another arrow that you could accidentally move, and Jeremy was really the only person who could set it without getting the other thing to spin, so I'm glad to be able to have some agency over my laundry once again. Bryan: And this works with all GE washer and dryers I believe right? Alison: So on the website it does say that it is, should be compatible with most, it should be compatible with the ones that have the ports in the back, the technician ports, but then it says these are the compatible models and it lists just a couple of different models. Slightly more expensive, that are compatible, I think that you can get this to work with older GE models if it has the port for technicians to hook up, but it's better I think in terms of the software working is optimally as it can if you can buy the the newer ones. Bryan: Yeah full disclaimer if your washer and dryers from 1974 and is GE..... Alison: Probably not going to work. Jeff: I do laundry and the thing on my washer and dryer mostly my washer is, there's that plastic cover that covers things up so you can't really tell the dial, so I took a needlenose pliers, it was excruciating sounds but I got that piece off of there, then I put some little markers on there, so now I just put my finger down there and I just turn it and everyone uses it that way so, yeah I don't recommend anybody to take a needle nose and tear that apart unless you know what you're doing but, yeah that's how I access that. Bryan: Yeah when you're like me and you live in New York it's great because I've got like fluff and fold where they pick it up and deliver it and it's pretty cheap and yeah I'm spoiled like that I think I've mentioned that on the show before. One of the things we did want to mention to the listeners if you do not have knfb reader you're just making your life harder, and it's a phenomenal app, I believe and don't quote me on this but I believe it's on sale at least through Christmas for about 50% off. Normally it's $100.00, I believe now it's $49.95. Go ahead and get that app, you'll make your life a lot easier if you want to read your bills or anything along that. Jeff: I really think if you're a student that that's the app to have. Seeing AI is a good app for a convenience, it's just a quick shuffle through the mail, but if you're gonna do bulk reading or if you want to save it and all sorts of things, you know, that's a workhorse the knfb reader app. Alison: I agree. Bryan: Yeah luckily I think all of us have easy names to pronounce, but I have a friend named Keith Strohak, and every time I tell Siri call Keith Strohak, it says did you mean Keith Sholstrum, did you mean Keith Beyer. It drives me bonkers, I have to go in and manually do it and I will put this link in the show notes. Did you know that you could teach Siri how to save names properly? Jeff: Mm-hmm. Alison: Yeah. Bryan: Okay I was the one who didn't. By the way ask Siri to pronounce Charlize Theron because I heard that's another name that she can't pronounce. Alison: Oh boy. Bryan: Yeah so if you're if you're one of those people and your name is Mustafi Mustafasin or something, go ahead and read this link and you know, maybe you could teach Siri how to read your name and everything. Jeff: The trick about it is that it asks you for the first name and then it asked for the second name, well I didn't know it was doing that so I said Laurie Thompson that's my wife, and then I said Laurie Thompson again. I wondered why it asked me twice, so every time she calls, are you sure you want to call Laurie Thompson Laurie Thompson? I left it I thought it was kind of cute. Alison: That is. Bryan: Now Jeff was a great guy and he posted you know happy holidays to everybody on the Blind Abilities Facebook page and I chimed in with my typical bah humbug and he thought that was you know the happiest he's ever heard me, and that's because he didn't hear how mad I was that my old Grubhub app that I've been running for several years because GrubHub has refused update is now officially dead. I finally had to update it and I don't know what I'm gonna do because this happened shortly before I left New York. I kept getting server error, server error, and I could not do anything so I had to update the app, GrubHub prepare for the barrage because I am gonna be hammering you every day now with fixing your heading navigation. I don't know. Alison: Now that your life depends on it yeah. Bryan: Yeah you know. Jeff: It's time to get that Blind Alive app, get that exercise going. Alison: Yeah. Jeff: Screw GrubHub. Bryan: I still gotta order dinner. I still gotta order dinner and everything. Alison: Try Postmates, try Doordash, you said Eat24 doesn't.... Bryan: Doordash I just heard about so yeah that's one I want to check... Alison: Yeah Postmates is also very good. Unfortunately in Napa our only choice really is Eat24, and that only has a couple of options. Bryan: Yeah you know one of the other things I plan to do when I get back from Florida is, because I've been running my old laptop here my Mac air, and it's so nice because it's running Sierra, and things have been running so smooth, as soon as I get home one of my first acts to do, I'm rolling High Sierra back, have you guys, I know Jeff's been playing High Sierra, Allison, are you still using High Sierra..... Alison: I am and for the limited number of things that I do on my Mac it's absolutely fine, I haven't really had any problems. Bryan: Editing text, when you're working with a lot of text and emails or documents and everything, it just befuddles me and everything, you know sometimes you gotta use the option key, and I did report this to Apple, quick nav does you know, when you use quick nav with words, it does not follow the insertion point, we did test it it is getting kicked up to engineers, there is a navigation problem with quick nav in Hi Sierra. Alison: That's unfortunate. Jeff: Yeah I'm using the beta's and you know it keeps on changing so I don't really complain about it I just keep using it and I know, I know it'll get better, so I just putz with it. Bryan: Yeah well Jeff you said you're running the latest beta and it's, you've noticed an improvement so, maybe it won't be the first thing I do when I get back to New York you know, maybe I'll give it one more update. I am not running the beta so I never run the betas on my computer and the word to the wise if you value productivity do not run those betas. Alison: Yeah, or have a partition on your hard drive or a separate hard drive on which to run them. Jeff: Oh my MacBook Pro [Inaudible] I'm not doing the betas on that so I can always go back to that if I need to but, you know I I usually forget that I'm slowly tweaking my muscle memory like you said Allison, and pretty soon I'm just readjusted. Changes happen and I don't know. Alison: Yep. Bryan: Chit chit chit chit oh wait, do we have to play now to use that song? In a more positive segment, I know we've rolled through some some negativity here, we don't want to be negative all the time but you know these are just some things that were pissing Brian off now because, Brian's been known to get pissed off. I always like to hear you know, what you guys watching, what you're reading, you know especially the holiday time of the year, there's a lot of great content out there. Netflix just seems to be piping everything out. Allison what you watching, what you reading? Alison: Well I'm still trying to work my way through Narcos, I have not had as much time for for Netflix recently, but I've been reading this really great book, I'm not sure if it's available on any of the freebies, unbarred or well book sure it's not free but it's practically free. I got off of Audible it's my Brandon Sanderson it's called "The way of Kings" it's part of the Stormlight archive series, it's an epic fantasy series, long long books, the first book I think is 45 hours long and I'm about 2/3 of the way through it, and it is absolutely amazing it's quite frankly taken over a lot of my life this holiday weekend. [Laughter] But it's amazing. Bryan: Well we're thankful that you were able to fit time in for the podcast. [Laughter] Alison: I did, I did have to interrupt my reading to.... [Laughter] Bryan: That 45 hours, that might take me 4 and 1/2 years to get through. Alison: Well I read at speed, I'm not gonna lie, I cranked it up to 3x and I can understand it just fine, so I'll get through it pretty quickly, but there's then two other main books, and then a little novella in the middle to read so. Bryan: That's a, that's a big.... Alison: It's gonna be ten books so... Bryan: Wow, wow, what about yourself Jeff, you been reading anything, watching anything? I know you've had some time alone there or are you just thinking in the dark? Jeff: I really got nothing, I guess I am thinking in the dark, family's been gone and I've been catching up on a bunch of other things that I hadn't been able to get back t,o and yeah, I got to get back to it so sorry you don't have anything to contribute. Bryan: That's okay Jeff. Jeff: Oh sorry. Bryan: I just finished down here with my parents you know I, they they were very nice and they watched, because their sighted with described video, the second season of Stranger Things, and the first season if you have not seen it as phenomenal I said to myself I don't know how they're gonna do a second season. It was really good so, it was very enjoyable, if you have not checked out Stranger Things on Netflix, you're definitely gonna want to check that out. I know we're gonna watch another series on Netflix that just came out I'm blanking on the name, the guy that was in Dumb and Dumber, not Jim Carrey, Jeff Daniels is in it, it's a Western that just came out on Netflix. I'm hearing great things about it of course I'm, like I said, God, Godlessness, or Godless or something, it's a Great Western, and I've heard from other people it's very good and everything and, yeah I've still got the same four books. You know it's so funny I'm one of those people that loads up all the audio digital content to all the devices for the travel and then I end up listening to podcasts that I have on my phone. [Laughter] During the travels so, like I said this is a That Blind Tech Show, we're gonna wrap it up here. We are at Blind Tech Show on Twitter. thatblindtechshow @gmail.com if you want to email us in let us know what you think, let us know what you like. You can download our feed through the Blind Abilities podcast speed of your podcast player of choice, victor reader stream or download the Blind Abilities app. Allison what do you have coming up the next few weeks leading into what's that holiday Christmas? Alison: Just a quiet Christmas at home, gonna take maybe a couple of days off and just probably still be reading the Stormlight archive honestly, although I, although I may do a reread of Harry Potter, I lead such an exciting life. [Laughter] Bryan: Nothing wrong with that, nothing wrong with that. What about yourself Jeff, family coming back or have they given up on you? Jeff: My folks for 17 years they've been going down the Texas but they stayed up this year for the holiday so I got to go to spend time with them Thanksgiving. We were all up there and so they're here so we're gonna have Christmas there and my daughter and grandkids will be coming up mid-December, we try and offset it each year and so yeah, a lot of lot of family holidays and I want to, I want to see the Grinch again this year. Bryan: So you want me to come visit? [Laughter] Yeah I'm not a big holiday person so Thanksgiving I guess is our big holiday and, we just wrapped that up down here and Thanksgiving, I'll be heading back to New York in the next few days and you know, it's funny I'm sitting here in shorts and it's 80 degree weather so it doesn't feel like November, and then I'll go back to the 30 degree weather and, yeah amazingly Nash is not even shedding that much here in Florida, you would think he would get rid of that winter coat, but he is panting like it's August. This is That Blind Tech Show, maybe we'll have one more before the year hopefully, you know, all of our schedules have been so crazy we haven't been on a regular schedule, we plan to hopefully eventually get on it, but for now we are out. When we share what we see through each other's eyes, we can then begin to bridge the gap between limited expectations and the reality of blind abilities. For more podcast with the blindness perspective, check us out on the web at www.blindabilities.com, on Twitter at BlindAbilities. Download our app from the app store Blind Abilities, or send us an email at info @blindabilities.com, thanks for listening.
Mighty Mike: What's up, Server Nation? This is Mighty Mike, the Podcast Server, and you are listening to www.ProcessServerDaily.com Mighty Mike: You guys, I'm super excited about today's episode. If you have a story that you want to tell, that you're excited about. Maybe a dog chased you, maybe a guy tried to shoot you with his gun, maybe you had a heart-warming story where you helped somebody in need. Guys, I want to hear the story on this show. Go to www.ProcessServerDaily.Com/BeAGuest.html Find some studio time, go to www.ProcessServerDaily.Com/BeAGuest.html Mighty Mike: I look forward to speaking to you and hearing your story! Let's get to the show. Mighty Mike: What's up, Server Nation? You are listening to Process Server Daily, and I am your host, Mighty Mike the Podcast Server. Our guest today has recently appeared on Vice TV where he has been on the hunt for the most notorious Neo-Nazi of our time. He has been in business for 25 years and he owns and operates Encore Delivery Systems located in Columbus, Ohio. Mighty Mike: Jeff Cremeans, welcome to the show. Jeff C.: Pleasure to be here, Mike. Mighty Mike: Awesome, Jeff. I want to hear from you, Jeff! Tell us a little bit about yourself that wasn't in the intro. Take it away. Jeff C.: Sure. My name is Jeff Cremeans. I've been a process server for about 25 years. I started off, giving my age here, back in 1989 working for a law firm in Columbus, Ohio. Started off as a messenger working in the mail room. Did filings at the court house. Started to do the subpoenas, that type of thing. I'll make a long story short. I had an attorney, of the many duties I did in the mail room, wanted me to go get him a hotdog. So I went and got him a hotdog, I brought it back and he yelled at me, he said, "Why wasn't there mustard on it?" I thought, "You know, I'm gonna start my own business and I'm gonna charge this guy 25 bucks to go get his hotdog." Jeff C.: So I started a company out of law firm called City Wide Legal Messenger Service. Took off really well in Columbus, Ohio. There's a need for that type of thing here. I owned that for a few years. I sold that company to another company. I worked there for 11 years and then I've owned Encore since then. So I've had Encore for about 14 years. So ... Mighty Mike: That's awesome. Yeah, when I was watching the show, it's really cool, your office looks really cool. It looks like you got a pretty good size operation going on there. Jeff C.: Yeah, doing good. In any given time, we'll have eight or nine servers out, serving anything from child support papers to foreclosures. I don't get out as much and serve, certainly on this big case I'm helping out on, the Andrew Anglin case. But, yeah, I have a great group of servers. Very hard workers and do a great job. So ... Mighty Mike: Jeff, one of the most important things as process servers, for anybody, actually, is family. You got a family? Jeff C.: Sure do. I have a daughter at Ken State. Freshman at Ken State University. I've a son that's a sophomore. Yeah, they're pretty much my world, so ... Yeah. Mighty Mike: That's awesome. Jeff, there's a reason why you're on my show. You have a lot going on right now. Full of great experiences. But first, tell me about your worst experience working in the field. Jeff C.: You know, I think a lot of the process servers cross and that start talking about bad stories. Everybody's got a lot of bad stories. I think the one that really stood out to me was one, believe it or not, where I wasn't out in the field. Long story short, I'm sitting in my office, I had let everybody go early. I'm in the office by myself, just doing paperwork and in walks four people. I won't put their description out, but they were not very nice-looking people. I said, "Can I help you?" They said, "Yeah. One of your servers have been pounding on the door at my grandmother's house. We're here to see what's going on." Course, they were not so nice about it. I thought, "Well," I looked up and I saw these four guys. They meant business and they were there to do some damage or something. I thought, "Well, gosh, here we go." I can hold my own, but not with four guys. They were really upset that the server ... Now, how they go to where we were, they did some diligence on finding who we were and our address and everything. I got to give 'em that. Jeff C.: Anyway, I'll be honest with you, I was scared for my life. I thought if these guys want to start one me, there's not a whole lot I can do, but I explained to them. I calmed 'em down, I said, "Look, I'm sorry. This is not the way we do business and I apologize that your grandmother was scared," and all this stuff. Turns out that the server that went out, he was a newbie. He was trained and everything, but he had it to where he thought he could pound on doors and maybe even intimidate people, scare people to come to the door. Boy, did I have a long talk with after him that. I told him, "Hey, look, you're gonna go out, you're gonna go looking for trouble. You're gonna get it." Jeff C.: Fortunately, the trouble came to the office and it affected me. Nothing ended up happening. I talked to these guys and they end up not hurting me, which is a good thing. So the moral of the story, and for everybody out there, whether you're training a server or you're serving yourself, you don't have to ... there's times you have to get creative and aggressive. We can talk about that later in the podcast, but the big thing is, I explained to the server, "There was an old lady in there. You were scaring her to death. She had her grandkids come here and threaten me and want to know what's going on. Take it easy, man. You don't have to do that. If they don't answer the door, you don't have to pound on it." The lady wasn't even avoiding servers, so he learned a big lesson. He learned from that and turned out to be a great server. Not so aggressive anymore after that. Mighty Mike: I've recounted an experience that I've had too in a previous podcast about knocking on a door and being really gung-ho, and then realizing it was a 14 year old girl in there, terrified! She's told not to answer the door and it really helped correct my perspective that you never know ... I just had one yesterday. They told me she's an elderly lady and I've been there at all different times during the day. So I decided to come at night. Sure enough, her car was there, but she wasn't answering the door. The neighbors said, "Oh, she's in there." But I thought, "Man, I'm just gonna come back again at night and maybe she won't be in the shower or in the back room or wherever. Whatever she's doing to keep her from answering the door, giving her the benefit of the doubt- Jeff C.: Right. Mighty Mike: That she might actually answer the door if I come in a different time. Jeff C.: Yeah. Mighty Mike: Yeah, what I take from your story is prudence. Have a little bit of prudence when you come to the door. It's one of the most valuable asset in any industry. Mighty Mike: Jeff, tell us about your greatest experience working in the field. Jeff C.: Well, as many as there are bad, there are some good experiences out there. I think one that stands out to me is, and this is back in my City Wide Legal Messenger Service days, I was young and I was just new to the industry and learning, and doing stuff. I got a job to serve a wealthy person in a domestic case. Long story short, I had attempted many times. Pulled out all the tricks. I dressed up for Halloween, did the whole pizza delivery thing. Nothing worked. This guy, he was a dodger and he knew the game. He had been served before. Jeff C.: I pulled up one day, I just happened to be around the neighborhood. I thought, "Let me go try this guy again." I got there and he was out back, washing one of his expensive cars with his brother. I pulled up and he looked at me and started to run. Then he stopped and he's like, "You got me." He put out his hand and he shook my hand. He's like, "Congratulations, man. You played a good game." He was serious, very nice. We ended up talking there for a minute, so it was kind of ... never had that happen before, but it was nice to know that old game of hide and seek, he was not a sore loser, you know? So, yeah, that's kind of a good story. Mighty Mike: That's cool when they're like that. Some people just have a habit of dodging and ducking and hiding under couches, and things like that. Every once in a while, you'll get that guy that's probably like you would be when you're retired or something like that, or if someone else was trying to serve you. Ultimately, you're gonna accept the responsibility for your own problems, but you don't mind giving 'em a little run for his money. Jeff C.: Sure. Mighty Mike: That's a great experience. Mighty Mike: Jeff, tell me what you're working on right now that you're most excited about. Jeff C.: Well, in the past few years, we've gotten accounts with the Children's Services and the child support. It's a lot of work. It's lucrative, but dodging has increased with the child support papers as everybody knows, especially at that end of the stuff that we serve. So I've been able to hire more servers, it's broadened our horizons as far as learning more about the industry and finding people, the skip tracing, that type of thing. Jeff C.: Then, of course, there's the case we're trying to serve, the famous neo-Nazi. That has been the most challenging serve in my career in 25 plus years. So the reason why this case is so challenging to serve, this guy, he's a national, if not worldly-known neo-Nazi. He's got his own website, the Daily Stormer, that's been very controversial, but he has so much help hiding out. I've never seen anybody have so much support in hiding out. Anything from his father with all his property he owns, and people putting him up in places, this type of thing. But, yeah, it's been a very challenging serve. Worked very hard and done all the skip tracing. Done everything we possibly can to this point. Right now, we're relying on tips from a lot of different people that have maybe spotted him or know where he's at. We had a pretty good tip, as you saw in the Vice show. That's probably our best tip and missed him there. But, so, yeah. Jeff C.: There's a lot of things going on, a lot of good things. Growing at a steady pace and, again, I think any processor out there will tell you each case is different, each server's different. You don't want to get too emotionally involved, especially when someone's dodging, but there comes a time where, "Ask us for help," you know. One person can't do everything. If you feel like you've exhausted all your efforts in getting the serve, get somebody else on it. Get a fresh face, that type of thing. So ... Mighty Mike: Yeah, that's good, Jeff. I'll tell you, when I was watching the video, and you were going over the footage in the store where you were watching him with his protein powder, I got this feeling, almost like that's happened to me before where I've seen someone I was hunting for three months. He was a pot farmer up in [inaudible 00:09:36] Creek. Anyone knows you go up there, you gotta go up there with the AKs and [inaudible 00:09:40] dogs, and ready to go. Mighty Mike: I saw him in a park. He was apparently getting visitation with his kids, and I didn't have the papers, so I ran back, I drove back to my house. By the time I got there, he wasn't there. I was so mad at myself. How did you feel when that- Jeff C.: First, it was just shock and awe seeing him there. My son and I were just walking through the store and it was one of those things, when I first saw him, I thought, "Oh, man. That guy looks familiar," and I got closer. As I got closer, I thought, "Oh my gosh, that's him." No doubt in my mind whatsoever. In fact, I submitted a declaration to the court for the attorney's request to explain that I saw him. I got up, I was watching him. I was standing there as you could see in the video, watching him. Very nervous. He was kind of looking behind his shoulders and just kind of looked really, really paranoid, that type of thing. I thought, "You know, I don't have the papers. They're not even in my car. They're at home. By the time I get it and do that, it's not gonna happen." Plus, I had my son with me. It was really not a whole lot I could have done, like I couldn't leave him there. Jeff C.: As he was checking out, I proceeded to go through the store, past self check out lines. I looked over and I just thought, "You know, I gotta say something to him. I gotta go talk to him. I just can't" ... So as he was walking out, I pulled up right in front of him with my car. My exact words to him was like, "You know, you look like somebody I know. Is your name Andrew?" "Nope." He was gone. He was not gonna hang around. It was him, it was definitely him. Now- Jeff: He was not going to hang around, and it was him. It was definitely him. Now, people, especially his attorney ... What are the odds? What are the odds of tracking somebody down for almost a year and you see them at a grocery store? I don't know, but it happened and it was ... Needless to say, I have the papers with me every time. I have them in my briefcase, I have them in my car, I have them at work. I have other people that have them. All my servers have a copy of this stuff [inaudible 00:11:24] just in case something like that were to happen again. Don't think I'll ever get that opportunity again, but you never know. Mighty Mike: Yeah, I actually keep a bucket now, because of that experience that I had. I'll tell you one fun experience. I was in the courthouse and I'd been hunting this ... trying to serve this professor of Chico State University. He was retired. And so, I had served him like three times before and then he moved. We go to court every day to file papers at the courthouse. And so, I was in line at the courthouse and I heard this voice, and I was like, "I know that voice." And I listened and I heard it. He's just shooting it with a couple guys, "Yeah, no, I'm a professor down over at Chico State." And I thought, "That's him." And I didn't have the documents, but I was at the courthouse. So I said ... I looked it up on my phone, and I bought a copy of the paperwork at the courthouse. I checked the box individual and said, "Here you go." Jeff: Oh, nice. Very nice. Mighty Mike: I felt like such a ninja when I did that. It was cool. Jeff: Yeah. Mighty Mike: So I mean, if I would have saw him at the store I would have been in trouble. What I wanted to know, and I'm sure other servers are the same, is what's the next step? You can only skip trace them so much, right? Jeff: Yeah. Mighty Mike: You can only- Jeff: Yeah, there's a lot of people looking for this guy for one reason or another. It's not just to serve him papers. As you can imagine, he's made a lot of people upset with his comments and his viewpoints. Hey, you know, I believe in the first amendment. I think everybody can believe in whatever they want to believe in. You believe clowns should make more money when they go to parties? Fine. Just the fact that threaten violence and harass people I don't think bodes well. Jeff: So anyway, with that being said, a lot of people look for him. We're all trying to put feelers out there and we're all going off tips, whether it be the media, reporters, and other process servers. And from here, where do we go? Waiting on a tip. There's been rumor that he claims he's in Cambodia, then he was in Nigeria, then he was in Russia. Personally, my opinion, I think he's right here, whether it be in town or the state of Ohio, at least in the United States. He's not overseas. So it's going to be off a tip. It's going to get lucky. Somebody's going to see him, he's going to show his self somewhere. That's pretty much all we can do right now, just sit back and wait. Mighty Mike: Yeah, you just have got to post somebody up over by the protein powder. That's what you have got to do. Jeff: Yeah. Yeah. Mighty Mike: Okay. So I hope you get him and when you do get him, maybe we'll have you back on the show or even we'll do a Facebook Live so that'll just be [inaudible 00:13:49]. Jeff: I look forward to the day, believe me. Mighty Mike: Now dreams of the day. Jeff: Yeah. Mighty Mike: Server Nation, Jeff has been dropping some major value bombs on us today, but prepare yourself, because we are headed into the rapid fire round right after a word from our sponsors. Mighty Mike: Server Nation, I know you're with the times and you want to do whatever you can to have all of the resources for your client. That is why I created 123efile.com. As a process server, attorney, or even an improper you can visit the website and file your documents in any of the Tyler courts in California. With it's easy to use one-page operation, you can have your e-filing done in a matter of minutes and get back to what really matters. If your time is important to you, visit 123efile.com. Mighty Mike: Welcome back to the show. Jeff, are you ready for the rapid fire round? Jeff: I think I am. Mighty Mike: If you could recommend one app, what would it be and why? Jeff: I think Road Warrior's a good app. I'm not a humongous app fan. I kind of do a lot of things old school. I think if you're diligent enough and you really want it bad, you can find the right app and it'll get you where you need to be. Mighty Mike: Very good. Road Warrior is ... I swear by the Road Warrior. Jeff: Yeah. Mighty Mike: I mean, if another one came out I would try it, but I haven't found any other app like that. Jeff: Yeah, it's a good app. Mighty Mike: And if you have it set to go straight into the Waze app, it works really good in the city. You can pick different navigators, but yeah, Road Warrior's a great one. What case tracking software would you recommend as the best? I would take you as a Process Server Toolbox guy. Jeff: Yeah, yeah, Process Server's Toolbox or like Serve Manager. Again, I don't even ... To be honest with you, I don't use them. Again, I'm- Mighty Mike: Really? Jeff: Yeah, I'm a firm believer in the old fashioned way of doing things, and my customers seem to like it. I've tried to offer them the different softwares and the Process Server's Tool and everything, and my customers like, you know, "Just use the court's return. We don't want this. We don't want that." And I've just kind of been doing that for years, and it works for me so far. Mighty Mike: No, I'm intrigued, Jeff, because, let me tell you something, there's a beauty in simplicity. So I'm just curious, we don't have to go too far into it, but you have like a service request form? Jeff: Yes. Mighty Mike: And they fill that out. And is your return or your field sheet, if you were, is that a part of the same form? Jeff: No, that's a different form in fact. And that's the thing, we kind of create our own affidavits and our own returns of service if they want. For anybody that has just your federal district return of service, we'll start off with that. If somebody wants something different, we've created so many different types of affidavits and non-serve affidavits and returns of service. We've had people say, "Yep, we don't want this notarized. You don't have to notarize it," so we'll just make it a simple proof of service. Mighty Mike: Yeah. Jeff: Of course, as you know, in California they have their own and New York wants certain things. A lot of the different states and people want different things. Mighty Mike: Definitely. Jeff: So we kind of have a variety of affidavits and stuff we use. Mighty Mike: That's cool. Yeah, that's cheaper. Jeff: Yeah, it is. It is. Mighty Mike: I tell you, there's beauty in simplicity. When I first started out, I had a form and I thought I was a genius because I had my service request area on top where I gave the customer's info and special instructions, and then at the bottom it had four spots for first attempt, second attempt, third attempt. And I only did four attempts because most of my customers were for unlawful detainers. In our local area, you had to get three attempts for diligence before you could post or subserve. So yeah, there's beauty in simplicity. I appreciate that. Mighty Mike: What is your favorite skip trace tactic? Jeff: I think what's worked for us over the years are the neighbors. Knocking on the doors next to it. I tell you, there's ... We have had more nosy neighbors help us get people served than anything. It's a simple skip tracing tool. There's a lot of ways of skip tracing, but, boy, just I don't know how many times ... And I'm sure a lot of servers have experienced this. The neighbor's out washing the car, you go over, "Hey, is so-and-so here?" "Oh, you know what? No, they're down the street at this park at the baseball game." "Oh, really? Which park is that?" "You know, blah, blah, blah park." You go down there. Now, if somebody's been dodging for a few weeks and you really want to get them served, I don't mind going to a park at a ballgame and getting them served. It may be the only opportunity to get them. So yeah, I think neighbors are very informative, and can be very helpful for getting somebody. Mighty Mike: Yeah, and actually, you can skip trace a specific address, not a person, and it'll give you the people that live in that general area. Or you can go on Google and find out what the nextdoor neighbor's address is and skip trace them and get the phone number. And then call them up, say, "Hi, is this ..." So if you're looking for Jill, you call up the neighbor and say, "Hi, is this Jill?" And then she's going to go, "Oh no, Jill lives nextdoor." "Okay. Oh, sorry about that." You know? Jeff: Right. Yeah, yeah, yeah, yeah, yeah. Mighty Mike: That's a good one that works a lot. Jeff: Yeah. Mighty Mike: Jeff, what is your favorite tool for defense? Jeff: I think there's weapons and there's this and there's that. I firmly believe in being human with people, talking to them. One thing that taught me about that bad experience, I think if you're there and you're calm and you hear them, and you're honest with them, say, "Hey, look, I got these papers," well I think that's worked more than anything. To be, for lack of a better word, aggressive or cocky or pushy and doing too much, I don't think that's going to help you out. I think really trying to talk to people. And there's a lot of different ways of doing that. Jeff: My biggest thing is somebody that's wanting to avoid service, I try to tell them, "Hey, look, I'm going to come back. I'm going to keep coming back. I'm not going to go away and this is not going to go away." I'm not a lawyer, I can't give them legal advice, but I try to tell them, "Hey, look, you're best off taking this now." So things like that and that nature, that to be me has been the best tool. Call it a tool. Call it whatever you want. I think it's a really good tool to use. Mighty Mike: Yeah, I did a poll on Facebook and, "What was the best tool for defense?" And people came back ... And actually, I gave some options and I gave like a gun, and a knife, and all these things. And then, I gave a few options. It was like common sense ... Jeff: Yes. Mighty Mike: Those things that are inside of you, like in your brain and in your habits, and the way that you treat people, the way that you talk to people, those are the things that had the most hits. I think one of them had like 64. Common sense had like 64, and the next one had 30. And the actual gun I think only had like 16. We all like to talk about the guns that we own, but the truth is, when you're out there serving, using your gift of gab or your ability to control a situation with your words is way more powerful than a gun. Jeff: Absolutely Mighty Mike: A gun is an immediate ... It's not an answer. It's not a resolution. It's a tragedy if you did have to pull it out. Now, don't get me wrong, I'm not anti-gun. I'm just saying I agree with you. That's absolutely correct. Jeff: And yeah, guns can be dangerous and they can promote ... get you into a situation where somebody could get hurt or killed. Again, I'm totally not anti-gun either. I totally believe in that, and a lot of people should have one for their protection. I've never been a really big badge guy. Again, I'm just kind of human, old fashioned way of doing things. Mighty Mike: Yeah, in California it's actually become quite a ... most of the server companies, it's quite anti-badge, because a lot of people are getting convicted and charged, and potentially convicted for impersonating an officer. Jeff: Yes. Mighty Mike: Throwing around words like, "Officer of the court," and things like that. Jeff: Mm-hmm Mighty Mike: You know, I used to do it when I first started because that's what they said in my training class, and really we're not. Joe down the street could serve papers, but he can't serve more than 10 in California. I know it's different in every state, but ... Jeff: Mm-hmm Mighty Mike: Jeff, what book would you recommend? Jeff: Anything John Grisham. I'm a huge John Grisham fan. In fact, the older I get, I'm doing a lot more reading. And I love to read, it's just like a lot of people, you just don't have the time. But John Grisham, really just the fact ... You know, he's mentioned process servers in his stories and subpoenas being served. I always kind of liked that part of it, but just his work is just I think is amazing. And the legal aspect of it, I'm really interested in that part of it. http://www.jgrisham.com/books/ Mighty Mike: That's really cool. I'm going to have to check it out, John Grisham. I'm actually writing a book. It's going to be done here in about 90 days is my goal. And it's going to be on process server safety and best business practices. It's going to be great! Jeff: That's awesome! Mighty Mike: Yeah, you can get a free copy at www.processserverdaily.com/freebook.html when it comes out. Mighty Mike: Jeff, did you have a mentor? Jeff: I started off at a young age. I’m the second youngest of 10 children. Growing up, it was one of those things where, as you can imagine, you either go off to college or go get a job. You're not going to hang around the house, that type of thing. My mentor was no doubt about it my father. He was a hard-working man, raising 10 kids, him and my mother. To me, they’re the most awesome people in the planet, but nevertheless, he said, “Work hard and be nice and don’t ever give up.” He was always supportive of all my brothers and sisters, whatever road they took. He was so excited for me when I started City Wide Legal Messenger Service. He loaned me $1,000, which I had to pay him back by the way. He wasn’t that nice! Jeff: He was truly my mentor. Did he know anything about filing stuff at the courthouses, doing certain papers? Absolutely not. Just his life lessons taught me, even to this day, I still use them. It has really taught me a lot and just got me far. Mighty Mike: That’s great. You answered one of the questions. What’s the greatest advice you’ve ever received? Jeff: The greatest advice I’ve ever received is definitely from my father. Be humbler. Be nice. Work hard. I taught my own kids that. I’d tell you. If you're nice … Don’t be too nice. You're going to be taken advantage of. I’m not saying that, but I’d say being nice, being compassionate, being humble will get so you much further in life. I truly believe that, and that’s the way I try to live my life and do my work. Mighty Mike: To provide an abundance of value without expectation just as a business practice, but also just as a person. There are many examples of that, whether it’s in your love life or with your family. If you provide value without expectation, it will come back to you. Like you said, don’t be taken advantage of, but sometimes it might feel like it and then the next day, you're like, wow, I didn’t expect you to do all these nice things for me. Jeff: Right. Mighty Mike: That’s the idea. Jeff, what would you do if you woke up today, had all the same skills and knowledge, had no clients, a smartphone, a car and only $100? What would you do in the next week? Jeff: I would definitely do some work reaching out to other people, advertising to a certain extent. I’d tell you. The best thing that I would do is to get out there and do a good job for folks. I think word of mouth advertisement has been a key for me to my success. It’s one thing to go out and say you're a process server or say you're going to do this and do that, but if you do it, it takes that one paralegal that you do a great job for. You communicate the whole time. You're doing everything you need to be doing. That paralegal could be involved in a group that tells another paralegal and so on and so forth. Jeff: I think part of doing that good job is communicating. Somebody sends you a paper. Don’t take three days to get back to them if it’s a rush and what’s going on. Certainly don’t take another week to send them back to return a service, that type of thing because again, that word of mouth could also hurt you too. It could be a very valuable factor. It could also hurt your business. I would pound the pavement and get out there and try to talk to as many people as I could, talk to paralegal groups, bar association, that type of thing. Mighty Mike: That’s good. One of the things that I take from your story is that, from your methods, is that be diligent. Get out there. Sometimes it’s nice to have a little hand-up, not a hand-out, but the truth is in this example, you only have $100. You have a car. You have the knowledge that you already have, and you have a smartphone so you can give the internet … You can search things. Guys, anybody can do this. You get out there and go after it. I say anybody can do it, like anybody who wants to build a business. Some people, they’re not cut out for serving papers, and if that’s the case, build the business; have someone else serve the papers. There’s a lot of really good husband and wife teams out there. Jeff, what is a parting piece of guidance you want to give to the servers out there? Jeff: Again, what we’ve talked about previously. Stay humble. Treat people with kindness. You have a job to do and certainly do it. In doing so, just remember this thing is bigger than you. Don’t go out there thinking you're Captain Bob, the process server and think that you're better than everybody, that type of thing. Just go out and communicate with your customer. Take good care of your customer. Communication is key. Jeff: I touched base on it earlier. I don't know how times I’ve used servers across the nation where they do 75% of the job. What I mean by that is, hey man, I got this rush. I need to serve right away. This is a big customer, blah, blah, blah. By gosh. They went out and they got it served right away, did a great job. A week later, hey, where is my return of service? I got to get this filed. The attorney is screaming at me. They got to get this filed. Follow through on your job. Do what it all right, not just half of it. Definitely get in the network groups. Meeting new guys and get involved with this and NAPPS members and stuff, a great, great tool. It’s great to get advice to people. Jeff: Again, I’ve been doing this for a lot of years. I still seek advice. I’ll call a server that I’ve been dealing with for 20 years and say, “Hey, man. How would you do this? What’s your viewpoint on this?” Never stop learning because I’d tell you. There’s a lot to learn in this industry. Mighty Mike: You're right, Jeff. There is. A big part of the industry for process servers, what I find most often is that they find themselves in a chasm alone by themselves and the way that they think that every other processor is their competition. The truth is that many process servers out there have too much work and they would be more than glad to give you the work if you can give them a discount. Jeff: Absolutely. Mighty Mike: If that’s what you need to get off the ground and to get your business rolling so you can raise your prices and have some more customers, more attorney clients come in, then that’s what you got to do. Jeff: Absolutely. Mighty Mike: I started out making $20 a paper. How about you? Jeff: When I worked at the law firm, I think I made about $4 an hour. Whether that’d be filing at the courthouse or serve a paper even add to that, yeah, it’s … I think then after that, as time went on, I think I was getting $20 a paper at that point. It’s been a long road. I certainly charge more for that these days. Mighty Mike: Jeff, I appreciate your story. I want to personally thank you for being on the show. I’ve been really impressed with your story and the whole situation with the neo-Nazi. That’s just a side thing. Watching the video and seeing your operation going on, it’s definitely worth being excited about. I’m excited to share it with the world. Jeff, what’s the best way that we can connect with you and then we’ll say goodbye? Jeff: Sure. You can reach us via email. Our email address is jeffENCORE@sbcglobal.net. Definitely a phone a call away, (614) 414-0730. Mighty Mike: Excellent. You can get that information in the show notes at www.processserverdaily.com/jeff.html Until next time, server nation, you’ve been served up some awesomeness by Jeff, the Nazi hunter and Mighty Mike, the podcast server. Mighty Mike: Server nation, I know that you know all about directories and that you know the importance of getting yourself on the web in as many places as possible, but it’s more than that, server nation. It’s about putting yourself on the websites that get ranked on Google, Yahoo and Bing. I’m excited about a new program that I’m starting. Really quickly, let me tell you. As a process server, I don’t cover the whole country, right? We send servers out to other process servers and we call that affiliates. My new program is going to incorporate a system. When my customers come on to my website and they do a location search, try to find a process server in a specific location, many times, I do not serve that area and so I might hire an affiliate in another area and manage to serve that way. That takes time and effort away from my local customers and the local efforts that I have here in Northern California. I want to personally invite each and every member of server nation to add themselves to my directory on my website. This is what’s going to happen. My customers who come to me loyally will search a specific location. If I don’t cover a specific location but you do, guess who shows up? You do. How great is that, server nation? I’m going to share something that means so much to me, my customers. I believe that this will benefit my customers because they will have a resource to go to, to find process servers and to get the best rates nationwide. Oh, but there’s a catch, server nation. There’s always a catch... My directory is free for an affiliate to sign up and get the basic affiliate level. If you do not perform when my customers come and they see that it’s not me or one of my employees or contractors and they see that it’s you, they’re going to see a rating next to your name. If your rating falls, you may not get any business. Server nation, give it a shot. Sign up for the free listing, but please, take care of my customers. I love them like they’re family. Visit www.processserverdaily.com/affiliates.html Mighty Mike: Until next time, server nation, stay safe out there!
In partnership with State Services for the Blind of Minnesota we are proud to present, PACER Center – Champions for Children with Disabilities: A Visit with pACER’s National Bullying Prevention Center Director Julie Hertzog Julie helped start the Bullying Prevention Center back in 2006 and is a recognized National Leader in Bullying Prevention. She has been featured on CNN, NBC Nightly News with Brian Williams, Time for Kids, PEOPLE, Family Circle and The Huffington Post. Julie sits down with Jeff Thompson of Blind Abilities in the first of a series of podcasts in partnership with PACER Center and State Services for the Blind. Be sure to check out our upcoming Pacer Center podcast featuring the Simon Technology Center and how innovations and opportunities are being created every day and every way. From the web: PACER Center enhances the quality of life and expands opportunities for children, youth, and young adults with all disabilities and their families so each person can reach his or her highest potential. PACER operates on the principles of parents helping parents, supporting families, promoting a safe environment for all children, and working in collaboration with others. With assistance to individual families, workshops, materials for parents and professionals, and leadership in securing a free and appropriate public education for all children, PACER’s work affects and encourages families in Minnesota and across the nation. You can find out more about PACER Center on the web at www.Pacer.org And PACER’s national Bullying Prevention Center at www.Pacer.org/Bullying You can reach pACER Center by phone at 952-838-9000 You can find out more about State Services for the Blind on the web at www.MN.Gov/Deed/SSB And by calling 651-539-2300 Live Learn Work and Play Thank you for listening! You can follow us on Twitter @BlindAbilities On the web at www.BlindAbilities.com Send us an email Get the Free Blind Abilities App on the App Store. Get the Free blind Abilities App on the Google Play Store. Full Transcript [Music] Child 1: Bullying is hurting too many people in this world. Child 2: Sometimes I cry when I'm being bullied. Child 3: Bullying makes me feel sad, when I am bullied I try to walk away. Child 4: Sometimes they punch you in the eye, it's so bad that you could cry. Child 5: I got bullied at school. Child 6: Children leave me out of games. I don't like it at all. [Music] Jeff: State Services for the Blind of Minnesota presents "PACER Center Champions for Children with Disabilities". This episode focuses on bullying and with us today we have Julie Hertzog, director of PACERs National Bullying Prevention Center. Julie helped start the bullying prevention center back in 2006, and is a recognized national leader in bullying prevention. You can find out more about PACER Center and PACER's National Bullying Prevention Center on the web at www.PACER.org, we hope you enjoy. [Music] Jeff: Welcome to Blind Abilities, I'm Jeff Thompson. We are at the PACER Center located in Bloomington, Minnesota. We're talking to the director of PACER's National Bullying Prevention Center, Julie Hertzog. Julie, can you fill us in on what Pacer Center is all about and what you do as Director the National Bullying Prevention Center? Julie: Sure, thank you Jeff. Yes, we are in Bloomington Minnesota at Pacer Center and PACER is actually an acronym, P A C E R, and its Parents Advocacy Coalition for Educational Rights ,though that's probably outdated. We've been around since the late 70's and we, our organization began when students with disabilities were given the federal right to be included in the classroom and so that law today is called the IDEA, Individuals with Disabilities Education Act, and so we are a parent advocacy organization and what we do is help parents understand what their rights are when their child has a disability in an educational setting. People will oftentimes say, well where does your connection to bullying come in then as a disability organization? In response to that, as an organization we're here in Minnesota, so we do take a lot of calls from parents in Minnesota, and starting in, well it was around early 2000, we noticed that our staff noticed that we were taking more and more calls about kids who were involved in bullying situations and really both kids who were being bullied as well as kids who were doing the bullying, and a lot of those stories just kind of broke our hearts. We knew that we wanted to, to do something we knew we wanted to take action. And at the time bullying in early 2000, it really wasn't something that people were talking about and so PACER pioneered a lot of the education that happened around early 2000, and in 2006 we actually formed a program under the PACER umbrella called PACER's National Bullying Prevention Center. And the connection to our mission with disability is that students with disabilities are bullied two to three times more than their non-disabled peers, and at the time when we formed the National Bullying Prevention Center we knew that, we wanted to always make sure that we emphasize students with disabilities, but to really make a difference, we realized that we, we also wanted to focus on any kids who are vulnerable to bullying and whether that was a student with a disability, are being bullied based on their disability, on their race, their religion, their weight, their gender, we wanted to be inclusive. But we also didn't want to focus just on the kids who are being bullied, we wanted to really engage, we knew to make a difference, we wanted to engage the entire community, so we wanted to be speaking to schools, we want to be speaking to teachers, and and parents, and the students themselves because at that time we had adopted the tagline, the end of bullying begins with you, and we knew that we wanted to really have a community conversation about this. That it wasn't about saying that, you know, schools need to fix this, or teachers need to fix this, or the kids need to fix it, it was really about all of us working together. And so that is the background on the National Bullying Prevention Center and how we got started. Jeff: You mentioned something that really struck me as it's more than just one person, it well, it is about one person, what I'm getting at is, it's a community, it's the family, and the communication that happens between all of them that will help solve this. Julie: Yeah for so long we talked about some of those misperceptions that we had about bullying or some of those stereotypes that we had about bullying and if you think back to early 2000, I remember when I first started working on this and again I've been on this project since its origin and there was so many statements such as boys will be boys, yeah, meaning that it was justified because they were boys, that it was okay for them to fight, that's just the way it was. Of course, we've all heard that universal one, sticks and stones will break your bones, but words will never hurt you. We know that that is not true, that bullying is not only about physical, it's about emotional, and you know through the years we've had kids say some really poignant things like, words are like weapons, or words will break your heart, and we know that that emotional bullying has just as much effect on students and probably lives inside them much longer even than the physical bullying has. There's also other stereotypes and misperceptions out there that have rationalized bullying for so long such as, you know, just fight back, or you know, kids have also been blamed for why the behaviors happening to them and parents or adults have said to kids, well if you didn't act that way, bullying wouldn't happen to you. And so those are all things that in early 2000, just those stereotypes allowed bullying behavior to perpetuate because we were silent, so when a child was reaching out to us and we were saying things back to them like, well what did you do to make that happen? Really what we were doing is shutting down the conversation and any options that they had to make it stop. Or even when kids would tell an adult that someone else was being bullied, you know our response was, don't be a tattletale. And so again if we're so long what has happened is our society allowed the behavior to perpetuate not, not intentionally but, there was also that statement of, bullying is just a natural part of growing up, I mean those, those were all rationalizations for the behavior for so long. But I will say around you know in that early kind of mid-2000's that people really started recognizing the incredibly negative impact that bullying had, not only short term, but also long term. And there was a couple things that happened at that time in that, the results of the advent of social media at that time. I can remember saying that in 2006 that the Internet is the new bathroom wall, meaning that bullying used to be limited to the school or you know, possibly the neighborhood and kids could go home and escape that, well maybe except for that occasional phone call that they would get or something, but they were really able to, you know, go back home and remove themselves from it. But with social media it became their, you know with the evolution of technology also became the evolution to bully, and so kids were vulnerable to bullying 24 hours a day, and I think that that was one of the reasons that bullying really was put on kind of that national dialogue and also there was a recognition that kids because of things like self-harm, things like depression, anxiety, we began to recognize that there was medical things happening with our kids that were the result of being bullied, and also their you know, the suicide ideation, and suicide attempts, became part of the dialogue as well. So those two things really kind of started to put bullying much more in the public radar and also, they turned a lot of those stereotypes around and we recognize that bullying was a very serious issue for our kids. Jeff: You mentioned in the beginning that educating parents and giving them tools to deal with some of the stuff that comes with, I mean mostly parents in my situation that I know, they didn't choose to become a parent of a child with disabilities, and where do they go for that so, that's what PACER was basically built on. Julie: Absolutely and Jeff I'll just share too that I am the parent of a young man who was born with Down syndrome, who was also nonverbal, he has a feeding tube, a pacemaker, some really significant medical issues and so, it was David who, he was three when I started here at PACER, and he's now 21, and it was thinking about those vulnerabilities of kids that really inspired our, my work here, and also the work of others, in that so much of bullying happens because someone is not able to defend themselves against it, and so it was about how do we educate parents to raise kids who are self-advocates? How do we educate parents to be advocates for their own children? You know and I think back, and again I'll just reference back to 2000, so often when kids would tell their parents that they were being bullied, I think the first response from parents from majority of parents was, oh just ignore it, it'll go away, and you know, and that came from a really good place, and I think parents hoped that by ignoring it, it would stop, but we know from history that just ignoring it does not make a go away, in fact it usually gets worse, and and I remember kids, there was some kids who jokingly when we were talking to them for the focus groups and everything else and they said, well what if I would tell my parents to just ignore their annoying boss? Would that be a solution to the situation? And I remember there was another kid he said, What if I told my parents just to ignore their bills? Would their bills just go away? And so, you know we'd say that, and we realized that, how ineffective that response was, but that was the only thing we had at that time, and we know now that there's so many more solutions. And since 2000 now, every state across the nation has a law about bullying, and bullying prevention in schools, and legislators focused on the school environment when creating those laws. So, we now know that parents and kids have rights and within every state about what can happen if they're being bullied and those weren't in place before, and we also teach parents just how they could be supportive of their child. So instead of being that dismissive, just ignore it, we help them understand how important it is to talk through it and let them know that they're not alone, that we're getting, that you're gonna as a parent, you're gonna be there to help them learn how to advocate their way through it, and I would say to Jeff, that you know, I think for my own son even, self-advocacy skills were so important for him and being a child who's nonverbal, one of the things that we taught him how to do is, if, if you're not feeling comfortable, first thing we want you to do is find a teacher, and we had that written into his IEP, and even from there we continued developing more strategic options for him. Jeff: So, when I was on the website for the National Bullying Prevention Center, I noticed there's some videos and it just wasn't a collection of videos, they were broken down into young children, teens, and you know it even led to what you're talking about educating adults. Can you tell us a little bit about those videos? They really impacted me because it brought me back to the realization that, I may have been part of, not may have, I was part of bullying a little bit and I was bullied, and it just it doesn't go away really, because it all came back to me pretty vivid, pretty, it was all there. Child 7: It makes me cry after school. Child 8: We are different in many different ways, size, shape, and color. Child 9: I have been bullied so I know how it feels to everyone going through a hard time out in the world. Several child voices: Tall, short, skinny, or round, tall, short, skinny, or round, you have a voice, so make a sound. never meant to be the same. Child 10: You have to care because there are other people in the world besides you that have feelings. Child 11: Bullying can prevent good in the world and make the bad go in the world. Child 12: It's not nice to bully, it's better to be a friend. Julie: Yeah absolutely, and you bring up such a good point to Jeff in that, one of the decisions we made very early on was to recognize that any student within the same day can play multiple roles in what we call a bullying situation, and that you may be that young person, you're on a bus riding to school and someone might be throwing, you know, wads of paper at the back of your head over and over and everybody's laughing. So you're that person that's targeted by bullying on the bus and so you can imagine how that feels, that vulnerability, you're on the bus and you get to school and there's all sorts of emotions you're feeling, you're, you know you might be feeling anger, you might be feeling fear, you might be feeling sad, and then you get off that bus and you walk into school and you see a kid by a locker and for whatever reason you just decide to push that kid because you know that you can, and you you push that kid, you've now taken on that role of the kid who's doing the bullying. The next hour you might be witnessing a similar situation you know, in your own classroom, and so to just be labeling kids as a bully, or as a victim, or as you know, somebody who sees it, it wasn't strategic for us. We realized that this is the root of all bullying, it's a social issue. It's a very social issue and by us allowing the behavior to continue to happen without anybody saying anything about it is why it was perpetuated for so long, and I think it's about, we say bullying is about behavior, and so our kids, they're about behaviors, they're not about labels, and what we really want to do is be educating them, and Jeff you mentioned those videos and I think that, again in today's culture, and our evolution, the way we absorb information, we thought it was so important to be offering everybody a variety, so everything from being able to read information, to listen to information, to have access to videos, and you know, and we do a lot of interactive stuff as well. The video series we wanted to touch a parent audience because we want to be giving them a little bit different information than what we would give our kids. So, we actually do have three different websites. We have the National Bullying Prevention Center which we consider our portal page, and that's really for our adult audience, and then we also have two age-appropriate websites. One is called Teens Against Bullying and that is for middle and high school students, and the second is called Kids Against Bullying, which is for elementary school students, so we present to information that that's age-appropriate on those sites through a variety of dissemination, so everything from reading, to interaction on the website, to videos. Jeff: Yeah that was really interesting because I think the ones for kids had animated drawings, it actually described what was going to be on there and said drawings that the kids did, and then their voices, so it really brings it home, and when you witness, or you hear that kids voice, and the tones in their voice, it really like, you can feel it and you mentioned something about everyone's kind of a participant in it. Either your bullying, your target, or you're a bystander. Julie: Yeah and you know, bullying doesn't affect just that kid who's being bullied because when we think about, we like to talk about bullying on a continuum, so if you take a hundred students and you'd line them up, there's gonna be ten students who are frequently targeted by bullying, there's gonna be ten students who maybe are doing the bullying, but that leaves these eighty kids in-between who probably you know might experience bullying a little bit, or might participate in groups, but they're also that 80 percent that sees it happening and you know Jeff I'll tell you universally from talking to kids for, for the past almost twenty years, that group doesn't like it, they don't like what they see, but what they've never had in the past is that they didn't feel empowered to do something about it. You know it goes back to maybe one of those kids in that group was the one that went and told a teacher when they saw a bully and when they were met with, don't be a tattletale, you know what does that do, it shuts them down, they're not going to go back again and say something about it, and so again, it's about making that cultural shift to really engage that 80% to be what we call advocates. It goes back to our PACER model of advocacy, and we say it's advocacy for self, and advocacy for others, and so really giving that that group the dialogue and the tools about, what do you say if you see a bullying situation? And I think that 80% is so important for our kids with disabilities to because the majority of bullying is happening outside the adult's world, and so it's happening in places like a bus where there's not adults, you know, the one person who's on a bus is the bus driver, and what are they doing, they're facing the other way of where all these kids are sitting behind them. And so bullying also happens online, in places where adults aren't, you know that's why so many social media sites that adults are using, kids aren't, because they want to be in a world of their own choosing, and interacting with each other. And so if you think about it, it becomes extremely important for this peer group, this, these bystanders to be empowered to do and say something about bullying, and especially for those who aren't able to stop it on their own. And there's also a really powerful statistic that almost 60% of bullying situations will stop when a peer intervenes and that peer invention becomes so much more powerful than anything in an adult could ever do because just as kids who bully have a lot of power, the peers can take that power away in that situation by saying, you know, we don't accept this, this is not what our school is about, we're better than this, and we've found that that it's extremely effective. [Music] Jeff: It's cool to be kind. [Laughter] Julie: Yeah you know you want to say something, it's cool to be kind sounds really cool to us as adults, but we like to frame it a little bit different for kids and, and especially you know, I think our elementary school students, things like that still resonate with them, you can go with that, some of those really very simple messages. Life gets a lot more complicated for our middle and high school students and how that empathy is, how do you tap into that natural empathy that kids have, because most people don't want to see another person be hurt, but they don't want to put themselves in that situation where they themselves might next become the target, or they get in trouble for sometimes intervening, and so you, you want to really make the payoff, you want to make the trade-off worth their investment of intervening and taking that risk. Jeff: Yeah that group mentality, those eighty students, is it cool to be part of the cool group, that the group is doing this, or is it cool, and I think because of PACER and you know the states passing the laws about bullying that the youth now is starting to realize that it's okay, and cool, those to step out step in, and be part of the conversation part of the solution to bullying. Julie: Absolutely, and Jeff again, my son David, I remember when he was going into middle school and again, you know everybody has their individual vulnerabilities and for him, it was not being able to tell us if he was in a bullying situation he just he wouldn't have that ability to do that and we wouldn't know, and so one of the things that we wrote into his IEP at that time was about training kids to be his advocates. So, at that time, we selected four young people who I knew were already allies of David and these weren't popular kids, they weren't the student council kids, they were they were kids I just knew who had empathy and who cared. We gave them the training to look out for David because we knew that they would know about bullying long before any of the adults would and those students were amazing, and they had such incredible, just their own self-worth and their self-confidence was brought up so much by learning those advocacy skills for David that they shared it with friends and they told people how much you know, this meant to them being part of you know, being delegated with this responsibility, and so that model quickly expanded within my son's school, that advocacy model and they became known as peer advocates. And so, what we did is we continued to train students about what to do if they saw somebody in a bullying situation, how they could intervene, what kind of support they could provide for David, and we also provided an adult mentor that they could go to. So that they could you know, share if there was something that was beyond what they could handle. And that model was incredibly effective, and it became known as the peer advocacy model, and it's still in place at that school today and I know we also have information about it on PACER's website. Yeah there's a great video on there, there's the toolkit, there's statistical data, and there's also a way that you can start it within your own school as well. Jeff: And that's what that toolkits about right? Julie: We have several toolkits on the website, but there's a peer advocacy toolkit on the website that really explains that model in more detail. Jeff: In my world of disability with the blindness and vision loss and difficulty in reading the printed word, self-advocacy is an important skill to develop because typically the parents are what becomes a personís advocate to make, ensure that they're receiving services, or they seek, come to PACER's to learn how to be their advocate in a sense, but then there's a point where the parent will assign chores, or wean them into responsibilities and self-advocacy because they're going to transition from high school to college to the workplace and having that skill set is very important. I was glad to see in the bullying that you guys mentioned self-advocacy. Julie: Yeah, I would say with self-advocacy in bullying, the one important nuance there, is that, we want to make sure that we're not putting full responsibility upon the student to stop it themselves because if they could have stopped it themselves they would have already done that. But what we do say is that self-advocacy is very important and that'll help you get your power back in this situation because I think so much about being bullied, you start to feel powerless, you start to feel like you don't have any options, so in doing that self-advocacy piece is really powerful, and in the world of disability too, it's important to note a couple things, that you have either your IEP, or your 504 that you can be writing those goals and objectives right into, and we've seen parents and teachers get incredibly creative with that. So everything from identifying an adult that a young person can go to if they need help in a bullying situation, and, and that advice, because that isn't always readily available in the school, and so writing that right into your plan is very important, or you know, we've seen other situations where students can leave class five minutes early just because if a hallway is really busy and they're getting bumped around you know, quote-unquote by accident, when we really know it's not by accident that it's on purpose, you know maybe for a short period of time they want to leave class early just to make sure that, that it's not happening, but ultimately we want that behavior to stop in the hallway and for it not to be happening so that they can be included with their peers. But the other important piece is that there's not a federal law about bullying, so every state has a law, but at the federal level there's a law on harassment. So, the distinction between that is that if the bullying is based on an individual's disability, or their race, or their religion, or their gender, or their national origin, then it reaches a threshold of harassment, and at that time the Department of Education as well as the office for civil rights are looking at those scenarios too, so there are some protections in place when the bullying is based on an individual's disability. Child 13: I push myself and yet it is never enough. Child 14: It's never enough. Child 13: And it's hard to ask for what I need. Child 15: I wish others could see that I may not be tough on the football field. Child 16: Or deal with social events very well, but I am a dependable friend. Child 17: It is hard to be understood. Jeff: You mentioned harassment and bullying and you thinking about all the definitions as they're defined in whether a dictionary, you know Webster would say, but it seems like they all blur together, it's a little blurry like conflict harassment, bullying, can you talk just a little bit about that? Julie: Sure I'll give a quick 101 on a definition of bullying, and again Jeff, you know like you say it's, it's somewhat nebulous, and so I'll go back to, if you're listening to this, this recording in the state of Minnesota, Minnesota's definition of bullying in the schools might be much different than how California legislation defines it, or legislation in Pennsylvania, but there are some common hallmarks that I'm gonna mention as far as what defines bullying. So, the first would be that there has to be the intent to hurt, harm, or humiliate, and that can be either emotionally or physically. So, everything from a push, a shove, to name-calling/gossip, so there's that intentionality to hurt, harm, humiliate. The second is is that, the act is typically repeated, instead of you know, but often you know, if it's of significance it can be a one-time act, and I'll use the illustration of say for example if somebody's on social media and they say something really inflammatory and it reaches the an audience of a thousand people immediately, to me that may be a single act, but because it's reaching a thousand people it would definitely hit that threshold of bullying. The third is there's this power imbalance, and again this is, this is I, you know, the imbalance of power up, with that in quotations because it sounds very lofty, but what it is is when a person has either more physical or social power, so everything from you know, so a larger person being much more intimidating to someone else, to a person of smaller stature, but it can also be social power you know, so often we hear it's the quote-unquote the cool kids who are bullying, and so they have much more social cachet then the person that they're bullying. But that imbalance of power can also be about groups, because so often with bullying there's a group mentality and you know, against one person, and it's awfully hard to have power in that situation as an individual versus a group. And the fourth one is that the person is not able to defend themselves, because we see a lot of times people act inappropriately, but it's when, when that person is, feels vulnerable, and they're not able to stop what is happening to them without the help of someone else. The distinction between bullying conflict and harassment then, so with harassment, it has all those hallmarks of bullying, but it's also, and again we're looking at the legal definitions based on legislation, and so the distinction with harassment is that it has all the hallmarks of bullying, but it's also based on an individual's disability, gender, race, religion, national origin, and so the legal, that's the legal definition. And at the interesting nuance to is just to understand what the difference is between conflict and bullying because I think that's very important with our kids, is that we want to let them know, that to have a disagreement, to have an argument, that's a natural part of just life, and it's going to happen through through life, and the distinction of when conflict crosses over into that threshold of bullying is when one person feels unsafe, they no longer feel safe in that disagreement, and also that most conflict will stop when the person realizes how much they're hurting the other person, and so those are really those those distinctions. Jeff: Yeah, I remember there's something saying, guided by empathy that someone does then, retreat or realize they're doing, they're harming someone, they actually realize it, and some people just don't. Julie: Yeah and they'll usually though, they'll be an apology or just an acknowledgement of, hey I guess you know, we've, we've crossed a line here that's not comfortable for someone, for the other person. Jeff: I think the, one of the biggest things you know I, I knew I was coming here to talk about bullying and so I you know, looked at the website and I talked to a couple people about it, and I reflected some things in my past, and I just am grateful that the children today in schools and stuff have the opportunity to be part of the conversation that you and PACER are doing, the bullying prevention, are doing, that there is a conversation that people can join in on. Julie: Yeah one of the I think important parts about our websites is that we wanted to make it not only educational, but we also want it to be aspirational and inspirational and you do that through the sharing of stories, and so if you do go on our website, one of our primary hub and navigation just lists stories, and that's true in all three of our web sites, whether it's for our kids, teens, or adults because we need to understand that impact that bullying has, and I think it's so, it's so easy to say, oh you know it's horrible what happened to somebody, but when you read their their personal story, and you understand the impact that it had for that person, literally about them maybe not wanting to get up and go to school because they couldn't face another day, it's important to know that, and it's those stories and the sharing of stories that really changes lives. And so we wanted to have a way that people could interact and so story sharing is one of those, we also have a nice feature called I care because dot dot dot, where individuals can go on there and fill out why this topic matters to them, and again those are very poignant, and very telling, and also just that kind of that aspirational piece is that, we want the opportunity for anyone to get involved and we realized that we're a small staff so PACER overall has a staff of almost seventy people but on our bullying prevention project there's only three of us, so there's three of us within PACER and we obviously have an infrastructure that supports us, but one of the things that we knew is that the only way we could make change with such a small staff was to really have people who wanted to get invested within every community and that's really what we found is whether it's kids, whether it's parents, or teachers, or even community members, we want to give them tools so that they could be part of the conversation. I think an important evolution you know, what you've heard me talk about what bullying was like in 2000 and where we are now in 2018 is that when we started in 2000 we really needed to be educating people about why do you need to care about this topic of bullying, and then you know, and the reasons were is because it had such a negative impact on her kids, everything from them not wanting to go to school, to also having these physical symptoms of depression and anxiety. You know I think the majority of our society now understands that, that bullying is is not acceptable, but now we need to beware. What are we going to do about it and what behaviors do we want to replace it with and so our conversation has continued to evolve to, we are together against bullying but we're also United for attributes such as kindness, because again you can't go wrong with kindness, and the world just needs a lot more of it. But we also started talking about the concepts of inclusion and acceptance, and we chose those two very purposefully. Inclusion because so often our students with disabilities are not included, you know traditionally they're not included in a classroom setting, they're not included in peer groups, they're not included in friendships, and so to be having active conversations about that we felt was really important. And the other values of kindness, inclusion, and acceptance, and I think so often bullying is about people's differences and in thinking about it, so often what somebody is bullied about is really what makes them unique and valuable to society and I'll just use my own that I, I'm five-eleven now, and I think I was five-eleven back in sixth grade and though I was teased about height and, but really that's what I value, and I think in blind or visually impaired community, and again Jeff, you can probably speak to this, but it's probably your uniqueness that you value about yourself. And so one of the things that we want to do is to say that acceptance is about who somebody is and things that they cannot change, but it's also probably what really they value most about themselves as well, and even my son with Down syndrome, I think what people value about him is his disability because of what he brings to a community, because of his uniqueness, and how he approaches life because of this disability. Jeff: I'm so glad to be part of this conversation because I'm just reflecting back and you talked about acceptance, like when I first lost my eyesight there was a period of time there where I was like, hmm, I didn't know what I didn't know, and I was like kind of lost, so vulnerability at that point until I was able to accept my blindness, my visual impairment, then I could deflect comments or just things like that so, Julie what suggestions would you have for someone who may be experiencing bullying? Julie: Sure, and I'm gonna look at this through the lens of we really focus on students in K through 12, and the first thing I always want to tell anyone who's in that age range and/or their parents is to know that, especially if you are experiencing bullying, that you're not alone, and and I say that Jeff because, one of the things we so commonly hear from individuals is that they feel like they're the only ones that are going through this experience. And you're not alone, in that people are here for you, and if you are being bullied, absolutely as a young person reach out to somebody and let them know, because you have the right to do that, you have the right to be safe at school, you have the right to feel safe online, and so in talking to a parent it's not a show of weakness, it's a show of strength, and I think it takes incredible courage if you are being bullied to just show up to school every day, and so use that courage and translate it into action by talking to an adult and then figure out what you want to do to, to advocate to make it better, and part of advocacy is telling somebody and letting them help you through a plan, and you know whatever that plan may be, make it unique to you, that fits your needs. And for adults, if you find out that your child is being bullied number one listen to them, and let them talk through it because it's a very emotional thing, and you as a parent are going to be experiencing a lot of emotion if you find out that your child is being bullied. Everything from why didn't I know about this before to why didn't they tell me before, but the most important thing you can do is be supportive and the 2nd thing is to go in and find out what your rights are, you know be calling us, or be emailing us, or going online and in finding out what your rights are because your child does have the right to be safe at school, I think that's, that's just of primary importance in of advocate. Jeff: I don't know this one will make the podcast, but as you're talking there I was thinking, do kids who bully ever come forward and wonder why they're doing it? Julie: Yeah absolutely and it's a great question and, and again, I can only speak [inaudible] from the kids that we that we have communicated with, but we've heard where kids go on our website and we actually have a checklist on there especially for our young kids and it's called, do you bully? And they go on there and they read through those behaviors and they, they read through it, and they say, wow I'm doing that, and they don't realize the impact that they've had on another person through their actions, and so we need to be teaching our kids about what appropriate behaviors are, and if you as a parent find out that your kid is, is showing those bullying behaviors, absolutely be having that conversation with them and saying how can we redirect what you're doing? And teaching them how to have empathy for others, such an important piece, and, and I don't think most kids would identify themselves as quote/unquote a bully, and so that's where it's particularly important for adults to be acknowledging those behaviors and saying what can we do to redirect them? Jeff: Once again thank you so much for all this information, there's just a wealth of information that I was able to tap into, I'm going on to the website and talking to you, and you know even this podcast people are gonna be listening, and it's just, sometimes you feel like you're in a vacuum in life, you're isolated from it like, what do I know about bullying in a sense that do I have the answers, but with the conversation going on, and the website and stuff people can get connected to each other and share, especially their parents because they're the ones if they know about it, they're the ones that can do stuff too, and it's just great resource. Can you tell people how they can get to your website? Julie: Absolutely, you go to PACER, again P A C E R, is that acronym that I talked about way back at the beginning and it's PACER.org, and that'll get you to PACER's primary website, and then to reach the National Bullying Prevention Center you would put in PACER.org slash bullying. Jeff: Well that's easy enough, well Julie thank you so much for carrying on this conversation that we all need, and I don't think just because I'm in the blindness community, and bullying doesn't have boundaries, so opening it up to so much, most of our podcasts deal with blindness and stuff but we can't hide from bullying because it it does exist, so thank you very much. Julie: Thank you Jeff and thank you listeners! Child 18: Sometimes we are just told to deal with it. Child 19: Sometimes I don't think I'm any different from other teenagers. Child 20: We kind of all struggle to be understood. Child 21: But yeah, I struggle. Child 22: Emotionally and intellectually, it's sad when people are insulted and made fun of because they have something they're born with and cannot help but have. Child 23: If only others could see, I have so much to offer. Child 24: I would like to encourage kids of my generation... Child 25: Well, really everyone.... Child 26: To be more kind each other.... Child 27: To be more kind to each other...... Child 28: To be more kind to each other. Child 29: Think about how good it feels when someone comes to help you when you least expect it. Child 30: We are all trying to fit in. Child 31: We are all trying to fit in. Child 32: We are all trying to figure life out. Child 33: We are all trying to figure life out. [Music] Jeff: Be sure to check out PACER's Center Champions for Children with Disabilities and PACER's National Bullying Prevention Center on the web at www.pacer.org, and check out State Services for the Blind in Minnesota at www.mn.gov/deed/ssb. Live, learn, work, and play. And a big thank you goes out to Chee Chau and Steven Letnes for their beautiful music. You can find Chee Chau on Twitter at lcheechau, and Stephen Letnes at stephenletnes.com. For more podcast with the blindness perspective, check us out on the web at www.blindabilities.com, on twitter at BlindAbilities, and download the free Blind Abilities app from the app store, and on Google Play, that's two words, Blind Abilities. You can also enable the Blind Abilities Skill on your Amazon device, just say enable Blind Abilities. And from Pacer Center, State Services for the Blind, and Blind Abilities, Thanks for listening, we hope you enjoyed, and until next time, bye bye! [Music]
Job Insights #4: Apps With Productivity in Mind for Education and in the Workplace. Transcript Provided Welcome to the 4th episode of Job Insights with Serina Gilbert and Jef Thompson. We focus on Employment, Careers, enhancing opportunities and bringing you the latest innovations from across the Vocational Rehabilitation field to ensure your choices lead you down the career pathway that you want and succeed in gainful employment. From getting started with services, to assessments, Individual Plan for Employment (IPE) to gaining the skills to succeed and tools for success, Job Insights will be giving you tips and tricks to help your journey to employment and break down the barriers along the way. On this 4th episode of Job Insights Hope Paulos joins Serina Gilbert and Jeff Thompson in the studio and they talk about productivity apps and software. From the classroom to the workplace, these apps are geared towards making your daily challenges a bit more manageable, efficient and productive. Hours Tracker, Black Board, Drafts, Files, SeeingAI, Dictionary Thesaurus Pro, KNFBReader and Bookshare’s Read To Go app are all mentioned with some great discussion about how we use these apps. A great little Scan Stand named Foppidoo makes the scene and a conversation on Lift and Uber gets quite a chat as well. You can check out the Meet Me Accessibly book from Jonathan Mosen and learn about Zoom on the PC. Join the Job Insights crew and download some apps and give them a whirl. Hey, productivity rocks! We hope you enjoy this Job Insights episode and you can send your feedback and suggestions to the Job Insights team by email at JobInsights@BlindAbilities.com Follow the Job Insights team on twitter @JobInsightsVIP Job Insights is part of the Blind Abilities network. A big Thank You goes out to CheeChau for his beautiful music! Thank you for listening! You can follow us on Twitter @BlindAbilities On the web at www.BlindAbilities.com Send us an email Get the Free Blind Abilities App on the App Store. Job Insights #4: Apps With Productivity in Mind for Education and in the Workplace. Transcript Provided [Music] Female voice: I feel like I'm getting a lot better education so yeah, I think, I think the online learning is an equalizer. Jeff: Job Insights, a podcast to help you carve out your career pathway and enhance the opportunities for gainful employment. Female Voice: But sometimes I require KNFB Reader when I have more than one page that I want to kind of read continuously. Jeff: Learn about resources for training education and employment opportunities. Female Voice: Blackboard, that is a learning management system and a lot of universities are using them as well for classes. So this particular app is available on Android, iOS, and PC, and Mac of course. Jeff: We will hear from people seeking careers, employment, from professionals in the educational field, teachers, and innovators in this ever-changing world of technology to help you navigate the employment world and give you Job Insights and enhance the opportunities to choose the career you want. Male Voice: Fopydo people sounds good and I actually at that time asked my son, and I, it was actually a play on the on Scooby-doo. Jeff: And you can find the Job Insights podcast on BlindAbilities.com, part of the Blind Abilities Network with hosts Serina Gilbert and myself Jeff Thompson, and you can contact us by email at JobInsights@BlindAbilities.com, leave us some feedback, or suggest some topics that we cover. On Twitter at Job Insights VIP, and check out the Job Insights support group on Facebook where you can learn, share, advise, and interact with the Job Insights community. [Music] Female Voice: Lift also released an update to their service dog policy saying that an allergy or fear of animals is not a valid reason to not pick up an individual with the service animal. Jeff: But hey it's a good learning tool, because it's just repetitious and pretty soon it just starts coming to you, mm-hmm, so I dug right in, when I saw they had flashcards I went Wow! [Music] Jeff: And now please welcome Serina Gilbert and Jeff Thompson with Job Insights. [Music] Jeff: Welcome to Job Insights and this week we're talking about apps, apps that you'll use in school, at the workplace, and these are productivity type of apps, and with me today of course is Serina Gilbert how are you doing? Serina: I'm good Jeff, how are you? Jeff: I'm just doing great and we got a guest today all the way from Maine. Hope Paulos, how are you Hope? Hope: I'm doing great, how are you? Jeff: I'm doing good, we're all doing good, so that's good. Today we're gonna talk about apps, you know some of these apps are mostly productivity type of things, stuff that you'll use to, you know get things done and that's, that's what we're, we're all about here on Job Insights. So Serina, last podcast you said you were holding out on us from what you're gonna tell us, is the cliffhanger over or are you gonna tell us? Serina: Oh we've got a little bit of a wait cuz we have to talk to Hope first, we have a guest. Jeff: How about you Hope, what do you got? Hope: I certainly don't have a cliffhanger. [Laughter] Serina: We set her up there Jeff! Jeff: yeah. Hope: Yeah you did! [Laughter] Jeff: So Hope, how's it going out and Maine? Hope: It's going well, the weather is nice finally, when I talked to you and Pete last time, it was March, and it was in the 20's, 20 degrees. Now we are in about the 60's, 70's, so I am absolutely loving it, birds are chirping, the guide dog is going for walks, he's enjoying it, Jeff: Is he bringing you with? Hope: Oh yeah of course! [Laughter] Jeff: That's great! Serina: But Jeff needs to know if you planted any Apple trees? Hope: No. Serina: Only PC trees? Hope: Only PC trees. [Laughter] Jeff: Oh that's the running joke isn't it? So when it comes to productivity type of apps, Hope what did you bring to the show today? Hope: Sure, so I have a couple of them. I don't use this particular one very much right now because I do work for Apple, and Apple has me on a strict schedule so I don't need this particular one, but for people who are freelancing, the name of the app is called Hours Tracker, it's a free app and basically it allows you to track your hours of course, hence the name, but it also allows you to track your earnings, and it will deduct the taxes as well. So it will tell you how much is deducting for taxes. So it's great for individuals who are freelancing. The second app that I have brought to the show is Blackboard. That is a Learning Management System and a lot of universities are using them as well for classes, so this particular app is available on Android, iOS, and PC, and Mac of course. This will allow you to do your classes online literally anywhere and actually a couple of the blindness organizations were working in tandem to get this particular app accessible. It's extremely accessible, there was only one thing that I commented on a couple weeks ago and I sent feedback in to the iOS developers and they fixed it. They're very very good about fixing issues that people might have. The other app that I brought, that I brought to the show is Learning Ally. This is an app that will allow you to download books and it's also good for individuals who are dyslexic and who have low vision because I believe it will allow you to magnify the print in the actual book so you can read along with the narrator which is quite helpful. That's more University as well, University-type app, Productivity app and of course the last app would be the Bookshare app. The Read2Go, this allows you if you have a membership to Bookshare, which I believe most students can get for free, it allows you to read the books on your phone be it Android or iOS. Jeff: Now on the Hours Tracker, is that what it's called? Hour Tracker? Hope: Hours Tracker yeah. Jeff: Hours Tracker. So when you're doing the setup, your presets, do you put in your wage, and then it just calculates it and are you able to output that anywhere, or is it just something you read? Hope: Absolutely, so this particular program allows you to put in the wage, and it allows you to put in whether or not taxes are withheld, so technically even if you were, you know not freelancing, if you working a job as an employee, a W2, you could use it as well. Basically it allows you to put in your breaks and your lunches and things like that, and it lets you know when to go on the break, and when to go to lunch, and when to clock out, and when to clock in. [Music] App Voice: Sample Job, 0.05H today, 0H button, clock out now or long-press for extras menu, button, next clock out now, button, cause now, button, break now button, break now, sample job 0 H on break 8:10 a.m., 0.02H button, end break or long press for extras menu button, end break. Hope: It also will let you know, like you can, you can set a reminder to have it automatically clock in when you get to work, and yes you can send it, I think it's a CSV file, or CV file, something like that, a database file, and it will put it in an Excel spreadsheet I think as well, so that you can show it to your employer. Jeff: That's kind of neat. Serina: That's pretty cool I like that. Hope: Yeah it's a it's a pretty neat app for sure. Jeff: Intuit the makers of QuickBooks and various tax applications has a program and it might be part of their bundle and I believe you can buy it separately, I believe it's called Self-Employed, but that sells on a monthly subscription for 7 to 8 dollars a month. Hope: Yeah this is free and I think, I'm trying to think if I paid for anything, I think I did just because I was freelancing at the time and I wanted them more, more, so it has a lite version and it has a full-featured version, but even the full-featured version wasn't some really really, you know cheap price. Jeff: A one-time fee? Hope: A one-time fee yeah. Jeff: That makes perfectly good sense, economically I can track that pretty good. [Laughter] [Music] Jeff: You can download Hours Tracker free from the App Store or the Google Play Store. Hourlys Tracker is free for up to 21 days of time entries and if you upgrade to the pro or professional, you get rid of all the ads, unlimited amount of entries that you can make, the only difference between the professional and the personal is you can have unlimited amount of jobs in the professional, and you can upgrade to the professional or the personal in the in-app option. The professional will run you $9.99 and the personal will run you $5.99. Once again, a one-time payment, I was really intrigued when I heard about Hours Tracker, I downloaded to my iPhone, and started using it right away, I named a job, I started the time, and when I was completed I stopped the time. I also had the option to input the time that I wanted it to start or input the time that I wanted to stop, otherwise you could do it in real time and that works out really nice. There's also an option that you can take notes and keep them with that job. I found that the accessibility on Hours Tracker on my iPhone was second to none, all the buttons were labeled and the intuitiveness was what I expected for when I have started logging the job, putting in the hours, getting out of the job, putting notes in, was just exactly how I expected it would work and it did work that way. Another small part of the accessibility, it lets you cancel a pop-up or dismiss the pop-up that comes up, and I really like that because if you've ever had a pop-up pop-up and not be able to get rid of it, that's not good. So after kicking around Hours Tracker on my iPhone for one job, I personally recommend this for anybody who is self-employed or someone who works on projects and just wants to have better records of the time they spend on their projects and jobs. [Music] Jeff: So on the Blackboard, I remember I have not experienced Blackboard yet, but I remember going to college and I was at the mercy of every professor that was experimenting by putting stuff on the web and accessing it through a link they give you, and if it was accessible you got lucky, so Blackboard is a collective effort to make it accessible for everyone. Hope: Absolutely, so it all depends on the type of class you're taking obviously right, if people don't know I'm going back to school to become a teacher of the blind and visually impaired and so all of the courses need to be accessible to me. So the professor's will tag their images so that I can know what's going on, their quizzes are all accessible, obviously the discussion boards are all accessible, and I use a combination of the two apps, so I use the combination of Blackboard and I use Learning ally to be able to do my classwork, and literally like I said, I can do it anywhere. With the phone if I have a Braille display and/or a Bluetooth keyboard I can do my homework on the beach or in the park you know, so literally anywhere and that's huge compared to when I was going back to school to get my undergrad degree, like you know 2009, that's when I graduated so it's, it's huge it's a huge step up. Serina: Yeah I remember using Blackboard when I was doing my master's degree which would have been gosh, probably around the same time as you are doing your undergrad, so I finished in 2010 and so, I don't know, 2007, 2008, somewhere around there's when I started it and they used Blackboard for everything. My program was pretty much 100% online, we didn't have the app back then, we just had the website, but even back then the website was pretty accessible. I rarely had any difficulties with it and I was going for the rehabilitation counseling so the professors were a little bit more cognizant of accessible media and documents and things like that. I loved using blackboard because it is easy to log on to, you know if I was on a break at work or whatever, or at home trying to get a discussion posted or something like that. Hope: Yeah it is really easy to use extremely easy to use. Jeff: Is that why you opted to do your classes online, not that you're on an island out off the shore of Maine, but..... [Laughter] Hope: Yeah I think, I think it's easier because I've done classes on site to, not having to do as my masters, but having to do with my undergrads degree. I find the digital world to be a lot more accessible, I just remember going to classes on site and didn't have a lot of input from the professor. The professor was teaching to a lecture hall full of I don't know, a hundred students, I just felt like I was kind of left out and wasn't getting all the notes that I needed to get, whereas here taking the classes online and using, again the combination of Blackboard and Learning Ally, I'm able to take the notes that I need, I'm able to contact my professors if I need to. I have peer to peer interaction as well. I feel like I'm getting a lot better education, so yeah I think, I think the online learning is an equalizer. Jeff: Mm-hmm. Hope: Of sorts. Jeff: Yeah that's great because you know everyone has to do what works for them and if you found a good way of doing it that's great, having those two apps makes it all accessible. Hope: For the most part yeah everything is accessible, even from registering for classes, I go to Missouri State University, so using Missouri State's website is accessible. It's just huge, it's what we're able to do as people who are blind and visually impaired with a digital world, it's absolutely huge. Jeff: So is that something you looked for when you were looking for an online course that they did use Blackboard? Hope: Not really, I didn't know what they used, I contacted them, I did ask them in the beginning when I was registering for the program what they used and I could have used Moodle, Moodle was another application, another learning management system that I'm familiar with and either one I would have been fine with. I looked online and and saw the collaboration between the two blindness organizations regarding Blackboard and I'm like okay this is going to be fine, this is gonna be great, I know it's gonna be accessible, I contacted my professors beforehand and gave them my accommodations and all that and said I need extra time and because it's a digital world they can input my time-and-a-half for quizzes and allow me to have that time and you know they can input that in Blackboard and all is good. I can't speak enough good things about accessibility and digital stuff. Jeff: So let's see, there's Learning Ally, we will put that in the show notes, we'll put Blackboard in the show, we'll put all these in the show notes so people can click on them and go right to the App Store or the Google Play Store and we'll have the links there, so back to the cliffhanger. [Laughter] Jeff: Hi Serina. Serina: And I thought of one like while we were sitting here, so even you'll be surprised Jeff. Jeff: Ooo. [Laughter] Serina: My absolute number one favorite app and I see it all over all of the groups like iPhone and iPad apps, and the assistive technology group, all of them, a seeing AI, I don't think it's any surprise there. That app allows me to be a lot less dependent on a human reader to just go through what's in my mailbox that I get at work. Now I can just kind of okay, yeah I need someone to finish reading that to me, or oh, this is just something that needs to go in the file, it's cut down on how much time I have to spend with somebody sitting at my desk with me going through stuff, and it's free, which is amazing to me because I remember reading gosh, I think it was like two years ago when Microsoft had their hackathon and they had released a video about seeing AI and they were showing a demo of it and I was like, well that's cool but it'll never come out and if it does it'll be super expensive. And then all of a sudden there's a link, and it's free, and it works, like amazingly and it, I can't thank Microsoft enough for that, that actually was a big surprise for me. Jeff: Yeah, you just open it up and boom, short text is reading. Serina: Yeah, from across the room right Jeff! [Laughter] Jeff: Yeah, that happened to me and, I shouldn't say it but I was that Orcam demonstration when they were having the little issues, and I was reading the wall that had their sign on it, so I was like wow, this is already talking, just out of the box, just turn it on and there it is. Male Voice: I use seeing AI all of the time to determine what's in my medicine cabinet, for documents you know I use seeing AI for short text. [Music] Female Voice: I use the document reader all the time, not gonna say it's as good as KNFB Reader because it's not. I did a test between reading my mail with it and with KNFB Reader and I found KNFB Reader to be far more stable, but I still like the app, I use it a lot, I'm glad that it's one of the tools in our toolbox. Female voice: For reading and stuff I used to go to KNFB Reader all the time but it just seems like Prizmo go and seeing AI is so much easier that I tend to go to them more. Male Voice: Seeing AI is my main go-to app and I use that, the short text channel mostly if I can't identify an item with that I will switch to the product channel if it has a barcode. A lot of the apps like [Inaudible] and Aipoly Vision and [inaudible], I've deleted most of those off of there because I can accomplish the same thing with seeing AI [Music] Male Voice: Jeffrey I see apps like Aipoly Vision, [Inaudible], Identifee, of course the KNFB Reader, I think seeing AI is becoming the main tool in the toolbox. Jeff: And you know, all the other channels that they have on their to four options but that's the one I use all the time because, you open it up it works. Serina: Yeah there's a handwriting one too that I've tried only a couple of times, but it surprisingly did recognize the handwriting enough for me to figure out at least what the note was generally about cuz sometimes my clients will stop in and I can't see them, and they'll leave a handwritten note at the front desk and obviously it's probably dependent on the individuals handwriting but I was at least able to get the name of the client and know, okay I'll just call them and see what they needed. Jeff: Hmm, well that's good. Serina: That one's in BETA I think. Jeff: Yeah you always wonder when they have a little feature that's in there and they tag the word BETA after it's like, you better use it now because it may not be there! Serina: Or it's like the disclaimer don't trust this feature. It might not work right! Jeff: Mm-hm try it on a doctor's prescription. [Laughter] Serina: Oh gosh. Jeff: That's the to test. Serina: This is totally not productive but when seeing AI first came out, we were playing with it in my office to see how old it thought everyone was. [Laughter] So all of my co-workers were like changing their hairstyles or putting on glasses or taking off glasses to try to trick it to make it think that they were younger. Jeff: That's a great use of state-funded money. [Laughter] Serina: Hey! Jeff: I know everyone's been doing that, it's kind of a novelty thing and that's like artificial intelligence to me when they're built into apps to me, it's like you know when you go to the carnival, you know, they'll guess your age and you win the whistle or something but you know, I'm not into the novelty stuff but that really does work. Serina: Hope, do you use seeing AI for any of your school work, or since it's mostly digital do you not have to use it a lot? Hope: Yeah I use it sometimes, I use it for work actually to find out whether or not my Mac, my work Mac is gonna turn on correctly. We have so many policies in place at Apple that sometimes voice-over doesn't turn on correctly and so I use either seeing AI or I also use AIRA for that, but most of the time I just grab my phone and you seeing AI. Speaking of the, or how old people were, I actually did that last weekend I think it was on my grandmother's 93rd birthday. I went up to her and took a picture of her and had seeing AI tell her how old she was, now again she's 93 right, so it said a 65 year old woman is smiling, or looks happy or something like that and she's like, wait, did it say 65? [Laughter] Hope: Shes like, I like that! So it made her day. Serina: Yeah. Jeff: I actually think for women they do have a built in algorithm that knocks off a couple years just to you know, keep the customers happy. Serina: No it added 10 years to mine, no matter what it says 10 years. Hope: Oh really. That's funny! [Laughter] Jeff: The algorithm breaker! Serina: Gosh. [Laughter] The other one that I use is obviously very similar to seeing AI but sometimes I require KNFB Reader when I have more than one page that I want to kind of read continuously. To my knowledge I don't know that you can scan multiple pages in seeing AI and if you can, somebody let me know, cuz I actually like it a little bit better. But sometimes when I'm working from home and I don't have access to my flatbed scanner but I need to read some printed like medical documents or things like that, I'll take out KNFB Reader and just scan a whole bunch of pages all at once and then read it, through it continuously, so that's very helpful, and then also you can save on KNFB Reader in their file system, and I think I saw on the latest update that now they can sync with Google Drive and Dropbox now to, so that's kind of a really cool feature that they've integrated in there now. Jeff: Yeah I like the KNFB Reader when I have like, I might have 10 pages of something to read and I don't want to take a picture of each of them so I put it on double sheet and then batch mode and when I turn the page it'll sense that, so you know you got the page turning then ch-ch-ch. KNFB Reader Voice: Manual picture button, automatic picture, picture from ste..., alert, please place your device on an empty document stand and align the camera with the aperture, okay, button, flash off, button, multi-page mode off, button, multi-page mode on. [Camera Sound Effect] Serina: Do you have a stand that you use with it? Jeff: Yeah I do, its the Fopydo and it was designed by Thomas Wardega, and here he is. Thomas: Fopydo sounds good, and I actually at that time asked my son, and it was actually a play on the on Scooby Doo. So basically this was designed from the ground up for people who are blind and visually impaired and along that process I learned to work with people who are blind so I went through a couple of revisions of the stand before I even started selling it just to make sure that people are happy with using it and that it fulfills whatever is needed from a scanning stand for people who are blind and visually impaired. [Camera Sound Effect] Jeff: It comes with a set of instructions that you can scan, you can put it together, once you got it together it just folds right up and you can put it in a suitcase, it takes up very little real estate. Serina: Oh I need one, and does it work with any phone or? Jeff: Well back when I talked with him he said it would handle, if you balanced it right, and iPad Mini, so I, I guess your your beast of a phone, your iPhone X may work. [Laughter] Serina: Yeah and put the link in the show notes cuz I've been, I thought, I had somebody looking for one before and they were like $50, I'm like mm-hmm, I'll just hold it up, you know. [Laughter] Jeff: Having the batch mode on the KNFB Reader really makes it viable product for someone that's in school that may have to be scanning a lot of pages. Serina: I definitely need one of those. Jeff: Yeah we'll put the link in the show notes and I believe he sells it on Amazon and if you have Amazon Prime, there you go, ten, twelve bucks. Serina: Primes getting expensive though it's like $120.00 starting this year. Hope: I think there's a discount for students. Serina: It's half off for students cuz I had that for a couple of years, and then they got smart and realized that I'm not a student anymore because my school let me keep my student email address for years, and I don't even think I have it anymore now. Now they make you verify by sending in like a schedule. Hope: Oh really? Serina: Yeah. Hope: Similar to Apple music, they do the same thing. Serina: Yeah, and I think Spotify does the same thing too. Hope: Yep. Serina: They got smart. Jeff: So we'll have to put the link in there for Amazon Prime half off for students, that's good news. Serina: Yeah that's it, and half off of Apple music and Spotify, not that those are, those could be productivity apps because if you need music to stay focused. Hope: Technically yeah, exactly, that works! Jeff: Or books. Hope: Yeah. Jeff: Amazon still sells books. Serina: Who orders books anymore? Jeff: Does anybody use Audible for books? Serina: I do not, I totally looked at it, but every time I looked at it I just can't, like I think it's thirteen ninety-nine a month for so many credits and one, the amount of credits you get for that amount is equal to downloading one book, and I haven't found that it's better than just using BARD, because they usually have especially if it's a best-seller what I want anyway. Jeff: Mm-hmm and the BARD app is totally accessible too. Serina: Yeah it's, it's a little old school sometimes, it has its glitches but it gets the job done. Hope: It can be yeah, exactly. Jeff: But it's, it's something that if you do send in a report and stuff like that they'll fix it? We can hope for the best right Hope? Hope: Yeah exactly, yeah sure, I'll write them, I'll give them a good report! Jeff: There you go. Hope: Sure. [Laughter] Serina: Well and it's hard because I know, I think that's run by the Library of Congress so that probably takes like an act of Congress just to get a glitch fixed you know. Jeff: Oh good one! Serina: I didn't mean it to be all cheesy but it's kind of funny. Jeff: Yeah it is, it is, it's nice when things work and you know, you were talking about seeing AI when you open it up short text just starts. I got an app called Drafts, just like the seeing AI, when you open it up it just works the short text is working, do you open it up and the cursors waiting up in the upper left-hand corner and you can start typing, you don't have to open up a new file. The neat thing is if you're in a meeting and you're taking notes and you can set it for certain increments of minutes that pass by and then next time like you open your phone, say it closed, it'll start a new file automatically. Serina: Well that's cool. Jeff: So you're not adding to your recipe you wrote two days ago that's still sitting there, do you want to save it, you don't know if you should save it, it automatically, so if you set it up for 10 minutes, if 10 minutes goes by, it saves it, and opens up a new one, just ready to go, so it's like a new sheet of scratch pad for you, can actually do some markups on it, yeah share it anywhere you want, it's really cool. I do the cut and paste and then just pop it into an email, bang! Serina: I like that, is that a free up too? Jeff: Yeah Drafts is free, I think it's called Drafts 5, there is a professional upgrade, a pro version and that is $20 a year or two dollars a month, but you can do a lot with just the Drafts app. I just love that because when you just want to take down a note, I don't like going into, I use pages because it syncs up with my apple orchard but when I'm at someplace where the meetings starting and I open up pages, you know it has to load up, it goes to the recent, and it seems like, you know all the gears have to spin around five times before anything happens, but this one opens up just bang, it's ready to go. Serina: I especially have that problem using the native Notes app on the iOS devices. Ever since they made it where you've got some notes on your iPhone, some on iCloud, some on Google Drive, or Dropbox or wherever, it's so hard for me to figure out where my notes are anymore that I just don't use that app anymore. Jeff: And that's my second app that I was going to talk about, it's the files app in iOS platform on the iPhone. Files, if you don't know where it went because it says, oh it's stored on the iCloud, or on the desktop in the iCloud, or on the iCloud Drive or wherever, and you start hunting around, but if you go to files and go to most recent, it'll check all those files, all those different drives, all the different places on your phone and everything, but if you go to recent and then if you click up on top you can go back and actually go specifically only to one area where you think it is, but if you put it on all, its checking all those drives that you have synced up with it and you can usually find it, so when I get lost for a second I just open up files and go to the most recent and there it is. Serina: That's a good tip, I didn't know that. I never really knew the point of the files app. Jeff: Yeah check it out, open it up and just see, and you'll see what you've been doing lately. Seirna: So I have one more that you do not know that is my favorite apps to use, any guesses? Jeff: Hope, what do you think it is? Hope: Hmmm, Uber, no it's not productivity, nevermind. [Laughter] Serina: Well technically it is, I do use Uber and Lyft a lot for work actually because I have to go as part of my job, I have to be at high schools and things like that and I am almost an exclusive Lyft user personally. Jeff: And why Lyft over Uber? Serina: I just have found just with my personal experience in the city that I live in that I've had better luck with Lyft drivers as far as friendliness and I have a service animal so, I've never been rejected on Uber, I'm actually, the only place I was was actually on Lyft. I found that the cars have been cleaner and the drivers just seem friendlier and with Uber I specifically am NOT a fan of the, if we wait more than two minutes, we're gonna charge you policy. Hope: Oh that's not good. Serina: Yeah that's a newer policy, maybe in the last six months and that policy just really bothers me especially when you're visually impaired. Drivers will say they're there and you're like where? You know, and if they're automatically gonna charge you, I think it's, I don't, I guess it's maybe like five dollars, if the driver has to wait I believe it's more than two minutes, like that's stressful, it's already nerve-racking like being like, hey I've got a service animal, are they gonna drive right past me, are they gonna pick me up, and then to know they're also gonna charge me an extra five bucks if I can't find them. And then they also tend to do the walk here and meet your driver thing. Jeff: Oh yeah. Serina: And I've never had that happen with Lyft no matter, I've been in downtown Denver and that's not happened before, but Uber will send you up a random parking lot or something to meet your driver. Hope: Oh wow! No thank you. Serina: Yeah so that's more why I'm Lyft exclusive, and then on the driver side I'm not quite sure how it breaks down, I don't remember how much the drivers get but I know with Uber it's not like a set percentage that the drivers get as far as, like I think it with Lyft the drivers get 75% of the fares With Uber, nobody really knows what percentage of the fare they get because they can, I've had drivers say like, yeah I've done rides Denver to you know, the DIA Airport and sometimes I get 60, sometimes I get a hundred, like there's no, I guess transparency with it. Jeff: Mmm-hm. Serina: And I can only speak to you know what I'm told, but I just personally feel better about using Lyft and for those who don't know, Lyft also released an update to their service dog policy saying that an allergy or a fear of animals is not a valid reason to not pick up an individual with a service animal and I feel like that's a very strong policy, and that's telling you where they stand on that very clearly, and I'm not, I'm not sure if Uber has come out as strong as they did. But that's all for a whole another podcast, you have to use all that when we talk about transportation. [Laughter] Jeff: No that's, that's good information because in my neck of the woods my wife uses Lyft, I use Uber and yet, I've been noticing that at certain peak times the price goes way up and other times it's low, and the waiting time changes, but you know, if it were two minutes, it's sometimes it's as low as thirty seven cents, but other times it's higher, you know, so things, I think it's the area you're in that really has, it makes a difference between which one you use, it is productivity because you got to get places and it's nice to know you can get there. Serina: And on time and on your own time. Jeff: Good. Serina: But that was a really good guess that brought on a whole another discussion, I liked it. [Laughter] Serina: But honestly we're on the app right now. Jeff: Ahh, zoom zoom. [Laughter] Serina: But part of my job is to train other people and to hold conference calls and things like that, and to my knowledge as far as like a true training platform where you can record and share your screen and things like that, I found that Zoom is the most accessible system out there that's also used by like companies all over the place. I know Skype is out there, but I don't know if Skype lets you like record the calls and things like that, I don't, like independently, not by pushing it through a different software but just right in the program recording it and having that access to be able to share your screen and still use your PowerPoint effectively and things like that. Jeff: Mm-hmm, and we're doing a neat thing for the first time here and we didn't know if we could do it but Hope sat beside us waiting patiently for us, but we figured it out and we're recording on two ends right now. Serina: Unless I pushed the wrong button again which is very possible. [Laughter] Jeff: Another cliffhanger, stay tuned next week when we find out! Serina: That will be our opener next week. Guess what I actually did it right! Jeff: You know, I'm starting to like Zoom because it's like I can't even tell you, you guys are here, because typically when we're using Skype in my headphones, I have this hiss when other people aren't talking so there's continuous hisses going on and then in the editing phase. So Zoom's really good and I really like the feature where you can send an email and people can just click on the link and they connect right up. Serina: Yep, it makes it really really easy. Hope: So a question I have, you mentioned sharing your screen, how accessible is that with voiceover? I heard through the grapevine that the voice-over will read actually what's on the screen. I don't know if it's true or not? Serina: So I haven't had a chance to test that because at work we don't use any Max, and then when I'm on a Zoom call and I am a participant I'm not usually on my iPhone. Hope: Right. Serina: So if you are leading the meeting and you're sharing your screen, it's actually pushing through a video of your screen, so it's almost like, I just imagine like a webcam watching your screen or whatever. Hope: Right, so I would assume it's not accessible then. Serine: Correct, but and I don't remember the keystroke, maybe Jeff knows, but I know in the latest major update to the OS on the Macs and iOS, you can have it essentially perform an OCR on the screen like live, with the software on the Mac, but I haven't had a chance to truly test that out just because I'm not usually on Apple devices when I'm participating. The way that I work around that, because I do have to present to individuals that use screen readers as well sometimes, is I usually will send my PowerPoint out ahead of time so that they can follow along while they're listening to the meeting, but then they also have access to the chat panel and everything else, it's just the visual of the video that they're not quite having access to but I, I just send it out ahead of time. Jeff: Yeah I haven't dug too deep into this, but Serina told me about Jonathan Mosen's book, and he did a full fledge book on using Zoom for calls and meetings and stuff like that, and yeah, I believe you can get that on Mosen's consulting on the website, and we'll put a link to that in the show notes. Serina: Yeah the book is called "Meet Me Accessibly" and it's very current based on, because I listen to maybe four or five chapters so far, and it sounds like he recorded it maybe in June of 17 and he does a really good job of letting you hear the screen reader and how it interacts with everything and going through all the different settings and explaining what exactly it is that they all do. Jeff: Yes he does he has quite a few books on Mosen's consulting so when you get there, just look around and he has tutorials on a lot of different topics, he's into the Mac, he's into, no not the Mac as much anymore, but he's into the PC, Microsoft. Serina: All these plugs Jeff, you're going to need to get some royalties! [Laughter] Jeff: Hopefully I get their name right and their website right. Another app that I have that I use and some people laugh at this, I use Dictionary Thesaurus Plus, and if you get the dictionary you can upgrade and you get, its a combination of Dictionary and Thesaurus Plus and I get the word of the day, and I'm just waiting to get that specific word to send Serina because she laughed at me when I talked about this app before. But it's just kind of neat because in there, they have flashcards and I'm on the bottom, they're not labeled but I figured out what two of them are, flashcards, so I took insight today just when I was skipping around there and I made a flashcard so on one side it says insight, on the other side it says the definition, so someone could actually go through there if they have a 10 word list that need to know or learn, like they're in school and they could actually input the word, get the dictionary, and there's also a button that says go to page, so if you want more definition you can just click on it, brings it right to the dictionary page and it's just kind of a neat resource if you're into that you know. If you want to know what words mean. Serina: Well that could you, I mean you just brought up a good point though, that could be a really good study aid for somebody if you're in a class where there's a lot of maybe theories, or specific definitions you need to know, you could load all those in there and while you're on the bus or whatever kind of be going through those, probably a more fun way than just reading the book. Jeff: Yeah and that's why I did it, like when I took Spanish, I made, I made note cards. I took these note cards and I brailled on one side, and then on the other side I had some other Braille, the translation in English to what it was, so I could just go through, and people were like joking with me like, Oh flashcards, it's like it's something for the kids or something, but hey, it's a good learning tool because it's just repetitious and pretty soon it just starts coming to you. Serina: Mmm-hmm. Jeff: So I dug right in when I saw they had flashcards, I went wow! So I really like that and it's, uh I think there's a fee for the upgrade, might be a few dollars but you can get download at all for free and test it and then in the in-app you can upgrade. Serina: Nice! Jeff: Well I think we got a handful of apps here that you know through experience we, we've been trying, we've been using and stuff. Some of these apps if you find them useful click on the show notes, download them, check them out, and if you have any feedback or suggestions on the apps that you want us to do on our next show, give us a jingle, drop us an email at JobInsights@blindabilities.com, on Twitter at Job Insights VIP, and uh, let us know what you think. Serina: What are we talking about next tiem John....John? Wow! Sorry! [Laughter] Jeff: Well Sarah! [Laughter] Jeff: What will our next one be on? Serina: I don't know, we have so many topics, normally I'm like, let's take this, let's let Hope pick the next topic, no pressure! Hope: No pressure yeah right mm-hmm! Let's do transportation since we kind of talked a little bit about it in this one, that would make sense. Serina: Getting to work. Hope: Yeah, absolutely. Serina: Perfect. Jeff: Getting to work, school, college. Hope: Yeah. Jeff: There you go Sarah! Serina: Stop it! [Laughter] Jeff: And if you want to contact Hope, she's on Twitter. Serina: If you want people to have it? Hope: Yeah my Twitter is Fidelco, capital F as in Foxtrot, I, D as in Delta, E, L, C, O, 4, the number four, ever. My email address is hopepaulos@gmail.com, so hopepaulos@gmail.com. Jeff: Well Hope thank you very much for coming on to Job Insights, it's really neat to have you and we're gonna have you back as soon as possible here for our next round table. Hope: Thank you so much Jeff and Serina, it was wonderful being here. I appreciate it! Serina: Yep, you have a great day! Hope: Thank you! Jeff: Do you know it's nearly midnight and you said have a great day? Serina: Well this will come out during the day. [Laughter] [Music] Jeff: It was a real pleasure having Hope Paulos join us on the show today, all the way from Maine, and next week when we're talking about transportation all the way from New York we'll have Joe De Niro, so stay tuned to the next episode of Job Insights. And a big shout-out to Chee Chau for his beautiful music and you can follow him on Twitter at lcheechau, as always thank you for listening, we hope you enjoyed, and until next time bye-bye [Multiple voices] When we share what we see through each other's eyes, We can then begin to bridge the Gap between the limited expectations and the realities of Blind Abilities. Jeff: For more podcast with the blindness perspective, check us out on the web at www.blindabilities.com, on twitter at BlindAbilities, download our app from the app store, Blind Abilities, that's two words, or send us an email at info@blindabilities.com, thanks for listening.
When it comes to buying internet businesses, is it better to buy big or buy small? Today we are chatting with Jeff Hunt of Own Optimize. Jeff has one of the largest web business portfolios we have come across here at Quiet Light. Through close to 60 transactions, he has owned a total of nearly 500 websites. These days Jeff spends his time working on his websites and educating others on how to buy internet businesses. After a career with IBM in the services business, a move overseas led Jeff to the internet where he started a real estate website. Despite a tech background, he didn't really know anything about websites when he started out. Soon he learned that buying them was much easier than making them and started to build his portfolio. Today we talk to him all about what to focus on once a website catches your interest. Episode Highlights: Start off on the right foot at the very beginning of the process. When buying a site, what you're really looking to buy is a quality website that you can grow and automate. Jeff's range of investment is typically sites valued at $50,000 and under. Of course Jeff experienced failure, 8 out of 10 of his sites didn't make it. He admits to being guilty of chasing too many things at once. Success for Jeff has come from a combination of buying and building. Making a smaller purchase is not always for financial reasons, it can be for a new buyer to explore whether or not they even like the business. When a buyer starts small they get an opportunity to learn the transaction process. Smaller websites can carry more risk. They may not have had enough time to grow. With large sites, you still have some leverage even if you come across hard times. Owning larger sites that garner larger revenue allow buyers to afford to hire a team. Before a purchase, study the heath of the business; the historical data, the ratios, and the percentages of cost that make up the total cost. The seller should have found the key to attracting new buyers and that knowledge can be passed onto the buyer. The buyer needs to really understand the business model and hone the process that the seller has achieved. Transcription: Mark: Joe, How are you? Joe: I'm good Mark, how you doing today? Mark: Good, good! I got to talk to another member from Rhodium Weekend, which is one of those events that we talk about a lot on this podcast, to talk to Jeff Hunt. Joe: I know. Jeff Hunt's a good guy. I think he's bought four hundred (400) businesses in his lifetime. Mark: Websites, a lot of these– yeah it's about forty (40) or fifty (50) transactions that he's done, so mostly some 50,000 dollar transactions. Joe: Pause, I said four hundred (400). Am I completely wrong? Mark: No, you're not completely wrong at all. So forty (40), fifty (50) transactions but whole of about 400 to 500 websites at all. Joe: Okay, got it! Mark: Yeah, can you imagine trying to manage that many sites? Joe: Absolutely not! –trouble doing my job here at Quiet Light that is an immense amount! Mark: Yeah, I know everyone recognizes you as a slacker. Joe: (laughs) Mark: So anyways, he's bought a lot of businesses, he's bought a lot of sites and he has a lot of experience on that. Now he's teaching people, he's got the website investor– the book that he wrote. And he talks about developing systems to buy sites, successfully. And he talks a lot about some of the mistakes he made along the way. What we talk about some due diligence, but also about this ongoing question: Is it better to buy small or buy big? Now what was better for you, what's– could've helped you avoid risk more and how's that changed from the years. He's got a lot of insights into due diligence that were fascinating and honestly, the interviews I've done, I kind of wish we would flip this one around because towards the interview, absolutely, really going to miss some good topics. Joe: It's interesting that the subject of should I buy a million dollar business for– or ten– how many thousand dollar businesses always comes up. And all we can do is thought from own experience and on what other people like Jeff have done. And I think, I've had Kevin Peterson on the upsell buying portfolio SAS business as he said– I think we've quoted him that it– it takes the same amount of work to run a million dollar business as it does a hundred thousand dollar business in some cases actually takes less because it's more established. And Jeff bought forty to– 5400 smaller sites, right? Mark: That's right. And we talked about that. I do think that running-a-large of business is often less work And I wrote an article on this, years ago, We have not been blogging for almost a year now because we've been focusing on the podcast but I did right an article on this rad. I went into the data actually to take a look at: What are the average number of hours that people are working on smaller sites versus larger sites. And what is the average number of staff and how does that correlate with revenues. Really some fascinating data in there, so excited. I got to transcend you deep dive there. So all in to that much show notes, anyone wants to do some further reading. But larger sites, they're often less work. And in some ways, that's risky because there's– you have more cash flow and we talked about that. If you have a business that's– that has twenty (20) thousand dollars of revenue and you lose a key client or you lose a key-traffic source when things get cut in half, you don't have but ten (10) thousand. Joe: Absolutely! That's why, just to say it so people hear it that the– the multiple's evaluation on these jump when your discretionary earnings is up that million dollar mark, you're going to jump significantly in terms of the over-all value not– obviously because of numbers but because the multiple actually jumps too, from a– let's say from a three (3) to four (4) for an instance. Mark: Yeah and I was talking to a potential client the other day who has a business who– it's multi-million dollars of revenue but the earnings are starting to have troubles and he said, “Would anyone buy this?”. And I explained to him that if a business has millions of dollars in revenue, even if it's struggling from an earning stand point, yeah, that's going to really negatively affect the business but this is probably still is soluble. But if you have a business that makes five (5) or ten (10) thousand dollars a year in gross revenues and isn't making any money probably not going to be sold. An orgs couldn't be very difficult to sell for anything of value, so can newly certain size? It's just more flexibility on the part of a buyer. Joe: Yeah! But Jeff has a different model in system and he's buying lots of smaller one's so he's doing something very, very right. Different than your blog couple of years ago, talked about so be real interesting series got to say. Mark: Yep, let's get to it. Alright, hey Jeff! Thanks for joining me. Jeff: Hey, it's great to be here, Mark. Mark: I know we know each other from a mutual group that were both part of. And people who have listened to the podcast before will be familiar with this group, at least you've heard of it before, and that's Rhodium Weekend. You and I have attended it from the past some years, right? Jeff: Yeah, love–met a lot of fantastic people–Rhodium is a good– as you know, it's a group of people either buying, or have already bought in to operate online businesses so it's kind of really unique crowd and be part of it. Mark: Yeah, if anybody wants an introduction 0:05:43.3 let me know, I'd be more than happy and of course, Chuck will surely be able to provide that as well. Chuck Mullins who works at Quiet Light Brokerage, introduced me to Rhodium. And really– Chris had actually stopped me, but really Chuck encouraged me to go. And it's been a good investment of our time and place. It's good group and I met you there few years ago. We talked at the conference and we've seen each other at conferences since then. I think the last time we met in person was Afilias somewhat last summer. Jeff: Yeah! That's right! And I met Chuck there I think the first time at Rhodium and I formed a number of partnerships there so it's a great group of people, it's your (0:06:22.0) way around the business that were in. Mark: Alright! So, let's start getting into little bit in the– as our listeners know, we usually love our guests introduce themselves. So if you want just give, just kind of quick background on who you are and what you do, that'll be really helpful. Jeff: Okay. Well, you know, I maybe one of your older guest– I don't know but if the white here kind of gets it away a little bit, I'm in my fifty's and I'm still on the website business so… Mark: Oh, my! Jeff: Kind of funny like the bunch together that we hangout or they're a little bit younger than I am but I give them a run through their money. I actually started out in the corporate world. Probably like a lot of people buy websites and I had a crew with IBM and I was in middle managements. I had a pretty lardge organization, people who were in to service this business. So, big companies with give us their I.T. departments to run so I had development organization, infrastructure guys, and a lot. And how to buy a budget of about twenty five (25) million dollars, at that time. It's kind of funny that even though I was kind of that technical business, I didn't know anything about the internet at all. And so my first introduction to the internet was actually I started a real estate business. So I moved overseas, left IBM, moved overseas, I started this real estate business and I realized it needed a website. And so, I kind of just dove in and I learned out to do all the websites, staff and crew website for this business. And then after that , I– you know, my eyes kind of got opened to the side of the all. Starting website really hard and so I started looking at as ways to buy them. And I started buying websites and over the last ten years I actually– I've done probably fifty (50) or sixty (60) transactions and about something like three hundred (300) websites, actually probably closed to the five now but while it does ring, big groups like networks of websites that did some more functions than those kind of things. So– Then along the way, I kind of wanted to leverage some of my assets. One of my assets was just– I have been doing this for a while and you know, having my fingers and all kinds of online businesses and different business models across all the sites. And so I wrote a book called The Website Ambassador and then I've done courses on website investing and some networking like at Rhodium and other places and stuff. I really enjoyed this– I just love– I really love almost everything about online businesses. And just the lifestyle part of it but really like the analytical part of it, the marketing component and operations component. Component is just– is just low fun. So that's my story. Mark: So– I'm sorry, you said three hundred (300) and four hundred (400) websites in total? Maybe more? Jeff: Yeah! Like one of my purchases is something like two hundred and fifty (250) websites that were– I can't even read the domain names. They were German and French. And there were these affiliate websites selling Amazon FiliA products and to Amazon Germany and Amazon France. And I ran with those for couple of years some of them died off and then I sold them. Mark: Oh, okay. How in the world do you begin to even manage that many sites? Jeff: Yeah, well–you know, that's one of the many mistakes that I've made I think in the course of my website career is buying too many and chasing too many ideas that looks really interesting like– it's probably happen to you. Maybe it hasn't happen to you though like I see these things and I think “Woah! That's a very unique business modeling and that's really cool. I like to learn more about it and pick it up. Like uncharmed by those particular sites, actually those who're kind of template sites and so there was a lot of automation. There were programs that could make the same update to, ten's, twenty. Sometimes more sites at a time. So that's how we managed them. Mark: Okay, That makes a little bit more sense. Now when you say that you've been buying all these websites, we don't have to talk specific dollar amounts but who are we talking about larger sites, smaller sites, what's the range that you really been investing in. Jeff: Well I've bought in– again maybe this is something I would do differently for starting over again but most of my sites for sub- fifty thousand dollars only handful of that amount, just a lot of them as like mentioned. And I've done kind of a combination of buying and then building and typically for me the cycle's ban or buy something that I don't really know that much about like I started out with Google news approved sites and merely day so I bought a dozen different news site over time but then after a while after a year or two into that, I really understood that news business borrowed so it was very easy for me to actually create my own news websites and then go from there and I've done some more things. For example Mozilla site– so one of the reasons that we buy is because were learning something, were picking up. Were kind of learning from something that's already working. And then later on if you want to add to it by building from scratch, that's kind of a logical sequence for me. Mark: Yeah, alright, let's dive in to that topic a little bit because we get that–this question a lot from potential buyers, especially first time buyers. People that might become mean and in. They know that they want to get in to the website business or some sort of online business, they're coming from the corporate business world like you did and they might have good enough money to do a larger deal but their wonder, is that the right thing to do? And I think you might have touched a viewpoints here which might be interesting. let's talk about, specifically, let's just start with the benefits, binds small to start. You've done a lot of bind small sites and smaller sites. What were some of the big benefits that you've gotten from that and then maybe later on we can move in to some of the drawbacks from that. Jeff: Okay, yeah! That sounds great! And one of the first things that I say when I get that question by big or small is: Whatever you buy, it needs to be a good quality so it needs to be something that's very stable no matter how big or small it is. So, kind of get to your specific question, what are the benefits of buying small, first the obvious one is that you're risking less capital and for many people, that's important, especially when they don't have that experience that leads to the confidence to something bigger. So that's kind of important. And many people are running to ask me that question and it doesn't even matter what their capacity is. Some of them have a capacity in capital to buy very very large websites, multi-million dollar websites. They still don't want to do it. They want to spend five (5) thousand or twenty five (25) thousand or something like that and the reason is because it gives them the, yeah. One of the things that they think about necessarily is they don't even know what it's like to be a website owner. So it isn't just the risk of the money but they're not even sure that they'll enjoy the– be and stay which is being the owner and upper of your website. So that's one thing that binds small can do. Kind of give them a taste, what it's like. And then secondly it gives them an exercise of the transaction process. That's as you know, the transaction process is quite different from very small sites than from a large one but at least they're going through the steps of– during the evaluation, looking, evaluating, waiting, executing a transaction, setting up the accounts, perhaps hiring the team, and all of those kinds of stuff. And then some basic things that if you've never been on the website business, you've never done before like giving hosting setup and domain ownership and some of those basic things. So that's kind of the value. And the other thing is that, whereas the dynamics and management of large versus small can be quite different some of the basics in terms of the actual business models behind the sites are actually quite similar. So the content website monetized by advertising is very similar too. Whether it's big or small. Just the mechanism and process you put around that are different. So if you're unfamiliar with the business model, you can pick up some familiarity from buying a smaller site. Mark: So, you said that I think it's a key point here, and that is bind for education. And bind small for education is something that you've done quite a bit, in where you bought, you've learned in this industry a net shore, a style of online business. And I've been able to use that as an education, they will build your own as well. I talked to buyers a lot about their first purchase and an advice to buy smaller if they want to get that education set, understanding that, can you talk about that a little bit more how you've used buying small to be able to learn more about the nature, about the business style? Jeff: Yeah, that's excellent accredit in general sense education and one of the ways that we educate our self is through relationships and at working and so really, the important part when you buy a site is the relationship that you have with the seller and those have been valuable to me. I meet so many really , really instructional, educational relationships, from sellers who– and that starts with setting at the relationship– setting off at the right flow with the relationship at the very very beginning on the process. But many of the sites I bought I got really good coaching, I have relationships to this day with people that I bought sites from eight (8) years ago who were entrepreneurs, they figured something out. Most– as you know, most business is fail. Very high percentage of business is fail, off line or online. And even at higher percentage of online business is fail, been off. And I think it's just because more people try at the online business but when you have any site that's been around for a while and it's kind of built up a following and so on, is one that hasn't fail or at least not yet. And so the entrepreneurs who're able to do that and figure that out, a lot of times, they know things that you want to know from them so the key thing is actually learning what has been built, what the process is, that they use to attract customers and we'll probably talk more about that later. I hope we could. Mark: Yeah, I'll get you to talk about whatever you think will be worth talking about. I do want to talk a little bit about the differences though on bind big versus small. You mentioned in there one of the benefits to bind small is you're obviously risking what's capital. And I would completely agree with that. I mean, it's pretty obvious, if you're buying a million dollar site to buy in a ten (10) thousand dollar site, there's significantly less at stake. When I tell buyers to buy small, initially, often times I'd tell them that and say, you know, be prepared for a little bit higher risk profile. And in my experience in– feel free to disagree with this , that's in my experience buying small often comes with a little higher level of risk. I know you said you have to buy quality. What's been your experience as far as the quality businesses that you bought in this small range? Jeff: I totally agree with you and the reason that buying small carries more risk is because most smaller websites don't have the same age. They don't have the same momentum they haven't necessarily withstood the test of time. And what that really means is, in the internet business they change really fast so new competitors enter the space, there's changes in technology, changes in software, and most importantly there's changes unlike the big players like Facebook, Google and the like. And they're making policy changes and all those things, so when you buy a smaller site, in most cases, they may be successful, cause they're flying under a radar of sorts and they haven't been around long enough to see the change from desktop to mobile or from easily making Facebook ad purchases to a more competitive environment, faced to capture all those things, so as a result, the lower in sites is almost always more risky. Now obviously, you can mitigate the risk the longer you look but sometimes it takes a really long time to find the site that's– that has true stability. That's still kind of that low end so, yeah, that's right. So my experience with that, that answers a specific question is that I've failed a lot of times. Probably, my early sites that I bought, I bet you eight (8) out of ten (10) just didn't make it. Either they didn't pay for themselves and some of them might've made almost no money, most of them made some money but not nearly what I wanted and then they kind of take her off. It's hard. Mark: I found as well what larger sites having that extra cushion more discretionary earnings and more revenue, gives you a lot more ability to, not to make a mistake and absorb it. With the small site, if it's only generating twenty (20), thirty (30) thousand dollar per year, if it loses a major source of traffic, all of a sudden that twenty (20), thirty (30) thousand will go down to five (5). And now, all of a sudden you're questioning why I'm even doing this anymore. Where, you were as a few–you have a business's doing five hundred (500) thousand dollars a year and discretionary earnings and it gets hit hard. You're still probably making six (6) figures and have some leverage that are to be able to– may buy yourself out of this situation or fund what needs to be fixed Maybe place that better or so, there's a little bit of subordinate there. Workload as well, I mean– I've found in your website, in some sense, I found that with larger sites, sometimes that workload can actually be less because you can afford the higher people, where as with other site that's kind of on the edge. And I ran into this with my first company actually that I owned, I got it to a hundred twenty(220) thousand dollars in revenue and really I needed to hire people but I needed all the money. I was getting so– I couldn't really afford six months of that financial hit. What's been your experience with that? With dealing with casuals and maybe the freedoms that casuals would– of a large business would bring you? Jeff: My experience is exactly what you said where– and in fact I have websites right now where I'm forced to do things that I really shouldn't be doing, I should be spending my time thinking about the strategy, looking in for competition, time plotting on a road map, and in managing people on. And some sites is just aren't making enough money for me to hire someone to do that on month you have. So that's absolutely right, that when you get that, and you know– as I mentioned I– that there were intersections and that I've done everything where I sweep the floor myself, so I kind of gone the whole gimmick and certainly when you have a team then it really freeze you up to use your mind in a different way and that's a lot of fun if that's kind of where your skills are, what you want to do. So definitely not to big advantage of buying big. Mark: Alright, so you have done– how you told me at the beginning, I didn't worry about, how many transactions again, estimated? Jeff: Only sixty (60). Mark: Alright, that's a ton! I mean quite label with more or less than a thousand for ten years, that's with lots and lots of buyers and sellers. Sixty (60) percent is a lot. I'm going to put you on the spot and if you don't have an answer for this please just ignore it. I'm curious, what's one of the craziest thing that you can share that you've ran across in your process of buying sites? Jeff: Well. you know, I've ran across more than I– there's some crazy one's I've ran cross that I haven't bought. But there's several of them, one of them that I talk about in my book is– I found this site that– I had a hard time finding out what product is sold but it was insanely profitable like nine (9) percent profit margins but it was an E-commerce site. So it was a hard physical good and when I looked into it carefully, what they were selling was a urine. Laboratory processed urine for people who're trying to pass drug tests. And so they said, after I finally understood exactly what their product was, I understood why it was hard for me to understand, because they didn't want to like, advertise it too much that they had to do it enough to be on the safe side. Mark: There you go. One of the first clients I took on was selling poppy flowers and they were selling them for couple rearrangements, I may be naive. I had no idea that they were used for opium as well. And I had one person tell me, one buyer was like, “So are you okay with selling drugs?” I'm like, “What? What are you talking about?” Ends up, they were not, but there is people buying the poppies. At least my theory at probably buying the poppies thinking that they were buying drugs. They're probably just get stomach ache. Jeff: Alright, well, you know, that's interesting you bring that up because it's an example of one of the subtle eficlosures and we ran into this issues a lot in this business crossly, even for sites that you would think don't really have controversy around them. We ran into this kind of things. So it's one thing that buyers should be aware of. Mark: Let's (0:23:21.2) to that because you've got your course to write your book as well. Your course is at website investor.com? Is that right? Jeff: Yeah, ownoptimize.com is a good place right now. Mark: ownoptimize.com, Okay. Jeff: Yeah! Mark: We'll link to that in the troll notes so just go over to our website and look in the troll notes for the course, the online course. Let's talk about some of the lessons that you teach in this course. Obviously, we'll keep the best secrets for the courses. So– but, what are some of the things that you try and teach buyers who are taking your course? Jeff: Well, one of this– I don't want to over simplify and this may just sound too simple but one of the biggest mistakes I think that new buyers make is they don't just look at the graphs. And it's amazing what this simple graphs can tell you, the direction of the traffic, and the direction of the financial, those two simple things are really, really important. And a lot of times when you look at a graph, let's say twelve (12) month graph and it's– you can kin od tell visually that it's down or gently downwards sloping, but in truth it may actually be like twelve (12) or twenty (20) percent downward sloping and if you just extrapolate that into the future– I mean, business is going to be worth nothing in just a few years and so I think people tend to have an optimistic view when they look at numbers and sometimes they realize that their businesses that are losing money overtime and they feel like the moment that they buy this site, it's going to stop losing money, it's going to start– it's going to be flat or go up from there and there's no real reason to think that. So that's kind of really simple but that's a way that you can dismiss a lot of sites unless you have really specific knowledge about why it's going down and a very specific idea about how you can turn it around. Now we can talk about that way or two because a lot of people– that's hard to really know for sure. So then you need is just to stay away from those kinds of sites so we need to look–. So overall, key thing is you look at the graphs, if it's a stable business, you're looking for a stable business because the most important thing is– I kind of teach a risk-based methodology but for valuation and also for valuation-selection websites so for me, real core thing is you're looking for the engine for customer acquisition and you can– all kinds of sites she can evaluate, usually the successful ones. The owner, the creator, has found a way to systematically attract new clients and if it's a content site and the client is website visitor or if it's a services site, a client, whatever it is. And that process–whatever the process is, it might be toasting the Facebook every day, it might be buying Google ad words, ads, it might be just content creation regimen, it might be a product launch, philosophy on Amazon like these kinds of steps, I'd choose these kinds of products, I'd brand them in this way, I'd quadrant them in this way. And the process may be –it may not be like mind blowing in terms of what it actually is, but it might just be very consistent and perhaps complex and blast. and whatever that process is, it's that– is that engine it drives the site, that's really what you're buying because if you can get your mind around it and understand what it is that they're doing that attracts these customers consistently and then you can start envisioning how you would do that yourself and perhaps, how you would scale it, how you would tweak it to enhance it, then that's kind of the whole agree, So you want a process like that but you feel like doesn't have a hauls or gas in it, like you can see why it's working and how it's working and you get your head around that then you know the business model and then if it's historically if it's a cheap pretty solid results, consistent results, there's always going to be pivoting and changing strategies and so on but you get a model like that, that's kind of what you really want to buy, to probably grow what you're trying to buy as a buyer so that's kind of a key thing and then there's all kinds of methodology around you, valuation. We look like — there's like several dozen things you can evaluate that there's content and ownership and reasons people are selling and the financials and branding, legal aspects–all, all those kinds of things that you want to look at but the core thing is that how do they get their customers and what's the risk profile on this side. Mark: So how do you– how do you, work for– so that's really, really good advice, understanding the customer journey from beginning– from top of funnel, just awareness of the site that you're looking at down to the actual acquisition of the client. Right? How do you handle that insane environment like Amazon or were dealing with all the market places or even with– I guess with E-commerce, you do have a customer journey but have you worked much with Amazon to see how you would evaluate that? Jeff: Well, no, I don't have a lot of very specific experience with Amazon but I can tell you that– Amazon FBA is actually a very sophisticated business because there are so many elements of it and you have to do each of them quite well, actually. That's one of those cases were it's not just a simple three (3) or four (4) silver bullets and you win. It's like the people who do Amazon FBA well, do a lot of things well. They do product selection very well. Niche selection first, product selection well, then they understand the launch process like putting the right brand on their product and giving those initial reviews. And they understand the inventory process. They don't have cash problems with having generating a man and then having nothing to sell to people. Then they have to understand the operational aspects too like how do they wants making sales, how they actually get the product out and in a good way and then servicing the customers later on and answering their questions from there, just get a review and so it's really kind– it's a complex process so the– what I just said earlier about what's the engine behind it, well in that case, the engine is, are there good SOP's, is there a good team, is there like –what's kind of the new ones that has a loud– like some people, super good at branding and they're super good at that product launch process in Amazon and so that's kind of what's giving them the edge over the competition and other people were good with analytics and numbers and ratios and shipping cost, cost of good sold to whatever they're spending on customer service and all that kind of stuff. Which that's all fine but it's kind of that it's up front-end that's probably more important in Amazons like how they're interacting with the customer. Mark: Well this is why it's so important for pre-sellers to document their processes because a lot of this stuff is done almost from a skills like that is developed over years. Having those processes, documented, the stuff that you're doing on day-to-day basis helps buyers like you, Jeff or any of the buyers out there understand what's going on and try to sum it– that is as well. I want to go back about what you said about graphs because that really caught my attention. I–I'm with you on that. I love graphs. I think visualizing data, specifically the financial data is something people don't do enough. And I might geek out a little bit here, and save my finger craft that I used when I'm evaluating business myself, is year over year analysis that I like to look at both the revenue and to those gross profit. Definitely take a look at that if you're able to, if it's done on cruel basis. My discretionary earnings, it was a year-over-year because it soothes out some of the seasonality that you're naturally going to have in pretty much every business (0:31:12.3) has, even a little bit of seasonality. Is there a better–like a favorite approach or favorite sort of graph that you would recommend or any other piece of geo that you would look at to say, “Hey! Here's kind of a peak into the future or maybe what the drafts of help of these businesses” Jeff: First of all, I love year-over-year analysis too when you have a business that has enough historical data out there to be able to do that, and that's really, really helpful. But in terms of adding to that, for me, one of the important things is ratios and if you have a numbers degree, whether it's finance or accounting, whatever they teach you about that. But actually it's simpler than– you don't have to learn what you do in school. What it is, is your looking for things like the percentages of the cost that make up the total cost of the product or the service and a lot of times you can find problems where, for a few months, shipping was a lot of money or cost of product or cost advertising is a lot of money and then there's–and then some of those cost drop-off where the ratio changes, the percentage change radically. And for me, those are kind of– a lot of people are afraid of financial analysis in funnels but actually, we understand that what you're looking for is kind of that stability in the business and then a little– the flags or things that changes in the ratios, changes– the peaks and valleys in the chart. And is there good explanation for those peaks and valleys. Peaks and valleys are just fine. The only concern is what are the reasons behind those peaks and valleys and sometimes, for example, sellers, so they really have– they may not have any idea why they're getting more customers or any idea why they lost customers. And the big problem with that is that when you buy the site and something happens, you're not going to be able to get those customer back if you don't know the reasons for those things. So some of the tools and things that I look at. And also just say, they kind of end in the evaluation stage and stay on in due-diligence stage. One of most important tools for new buyers is to compare different sources of information, just in the content, for example, a lot of times, you'll have analytics reports then you have your ad network reports and sometimes you have bank statements, you have taxes, you have– you actually, a lot of times have a lot of different sources for very similar information and it's important to kind of compare those sources together to see if something's missing, something's kind of wack. And it kind of really helping, so in E-commerce is same thing, where a lot of times you'll have traffic and saying why I'm getting this many sales, repay-dues and then you have shopping cart software on your website, you have merchant processors who have similar data and then whatever is in half-thing in your back account and all of those things that's lying out. So , there's actually some, pretty simple tools, once your kind of aware them to take the mystique off of what're people are a little bit concerned about when they first enter business. Mark: Wow! there's– I kind of always restarted with this, rather than buy a big verse and buy a small sort of conversation that is a lot of details you get in to hear, but we are up against clock a little bit here. I think this idea of understanding the customer journey, understanding how they become customers, and the process they're involved there both can help any buyer understand how healthy a business is and how new was or how specialized they're going to have to be in their–works with that business but also potentially uncover some opportunities if there's leakage, for example in that customer journey wherein you're losing a lot of people at a certain step maybe they are taking advantage of cart abandonment technologies or maybe they don't have a good e-mail automation. Well these are opportunities that might be available for buyers. And then also this idea of looking at ratios; really, really solid advice. Jeff: Yeah, the ratios– what I will do again when I'm evaluating business is I'll look at cost of good sold– gross profits were the first things I will look at. Is that ratio staying healthy because you don't want a business where that's getting squeezed up at time or at least you need to understand that. But also you compare advertising to total revenue are you having to spend more just to keep the same revenue? Or has that owner adjusted another area so maybe they're spending more but cutting back on staff–But to make the bottom line look healthy but ,maybe lying underneath there's a few issues that you have to be aware of. Mark: I would love to sit and talk for a couple of hours because I think we could talk for a couple of hours. So, maybe what we'll do is we'll have you on again in the future and we can continue the conversation. In the meantime where can people learn more about you? Jeff: I've a website called “HeckYeah.org” and then “OwnOptimize.com” is where I'm selling my courses right now. So those are the two places. And yes Mark, I would love to– this is one of my favorite topics really is this idea. First time buyers, second, third time buyers; what are the questions that they have, which they look for and as you said, lots of things we could talk about. We're just barely scratching the surface so I'd love to come back and talk some more about it. Mark: Cool! Hey Jeff, thanks for coming on. Really appreciate you coming on and well, stay in touch. Jeff: Yeah, sounds good, great. Thanks a lot for having me. Links and Resources: Jeff's Website Jeff's Course The Website Investor
Job Insights #3: Mastering the Elephant in the Room - Disclosing a Disability in the Job Interview Process. Transcription Provided Full Transcription Below Welcome to Episode 3 of Job Insights with Serina Gilbert and Jef Thompson. We focus on Employment, Careers, enhancing opportunities and bringing you the latest innovations from across the Vocational Rehabilitation field to ensure your choices lead you down the career pathway that you want and succeed in gainful employment. From getting started with services, to assessments, Individual Plan for Employment (IPE) to gaining the skills to succeed and tools for success, Job Insights will be giving you tips and tricks to help your journey to employment and break down the barriers along the way. In this episode we take on the White Elephant in the Room, that is, the job interview room. With guest voices answering the question, “Do you disclose your disability during the job interview process, and if so, when do you disclose?” Hosts Serina Gilbert and Jeff Thompson take a good look at this Million Dollar question from all points of view and leave you with information that will better prepare you for your job interview process. There may not be one set way and being prepared for the job interview gives you an advantage that may help you land the career you want. Check out episode 3 of Job Insights and send us your feedback and topic suggestions by email. mailto:jobinsights@blindabilities.com Follow the Job Insights team on twitter @JobInsightsVIP http://www.twitter.com/jobinsightsvip Job Insights is part of the Blind Abilities network. Thank you for listening. You can follow us on Twitter @BlindAbilities On the web at www.BlindAbilities.com Send us an email Get the Free Blind Abilities App on the App Store. Get the Free Blind Abilities App on the Google Play Store. Full Transcription [Music] Female voice: And most of the people that worked there did not know that I had any sort of vision impairment or anything like that, and at that time I was not comfortable walking around with my cane. Jeff: Job Insights, a podcast to help you carve out your career pathway and enhance the opportunities for gainful employment. Female voice: Because an interview is not just the employer figuring out if they want to hire you, it's you figuring out if you want to work for the employer as well. Jeff: To help you navigate the employment world and give you Job Insights and enhance the opportunities to choose the career you want. Selling yourself, you want to be the best box of cereal on the shelf because when people come down they're looking at all the colors all the things, what makes them pick a certain box? Is it the toy inside, is it the fancy colors? So you had to start selling yourself and be the one they pick. Female voice: If you have more of a obvious disability, you want to make sure that you kind of address that in a way that makes it so that they're not thinking about that, they're thinking about your skills, that's what their inner monologue isn't about you, it's about what they think that you can't do in their bias. Jeff: And you can find the Job Insights podcast on Blindabilities.com, part of the Blind Abilities network, with host Serina Gilbert and myself, Jeff Thompson. And you can contact us by email at Job Insights@BlindAbilities.com, leave us some feedback or suggest some topics that we cover. On Twitter at Job Insights VIP and check out the Job Insight support group on Facebook where you can learn, share, advise, and interact with the Job Insights community. [Music] Female voice: I didn't catch them off guard by showing up with a cane, and I found that that approach worked really well for me. [Music] Jeff: Learn about resources for training, education, and employment opportunities. Female voice: I think sighted people just like since video calls exist, they, that's what they use, so it's definitely becoming, it's going to be a type of interview than most people will have I think. Jeff: And now please welcome Serina Gilbert and Jeff Thompson with Job Insights. Hey Serina! Serina: Hey Jeff! Jeff: To disclose or not to disclose, that is the question I ask of thee. Serina: Have you been reading Shakespeare? Jeff: No, but I have been reading the Job Insights support group page. There's been a topic going on there about disclosure. Serina: Yeah it seems like a lot of people have some different opinions on, do I talk about my disability in the job interview, do I not? [Sound Effect] Female voice: I have a very disability in that I use a cane, and I can't make eye contact and so I find that usually, and this is the same thing that I did after the phone interview but before the in-person interview, I disclosed. [Sound Effect] Female voice: Do I talk about it when I'm doing my cover letter or my resume or not? [Sound Effect] Male voice: If you're applying for a position and it involves using some kind of accommodation, then it's probably wise to disclose it. [Sound Effect] Serina: And I really wanted to see if we could talk about that a little bit today get some different opinions. [Sound Effect] Female voice: If I need to than I do, if I don't need to I don't. [Sound Effect] Serina: Just get it all out there, I know this will be a pretty divisive topic, everyone has some pretty strong opinions on disability disclosure. We're here to offer you some tips on what might help you in the job interview process, when might be a good time to disclose and work to your advantage in a job interview, and maybe when might not be a great time to bring that up in a job interview. Jeff: And when to know the difference, that's um, I think the most important thing. Serina: Exactly. Jeff: Some of the topics that came up really shocked me like, I do my own accommodations a gentleman said, and that just made me cock my head and I had to think about that for a little bit, and yeah I get that, or someone says how dare you can you show up and shock them by showing up with a cane, you didn't tell them, and I'm thinking, like in some situations the resume does not have a spot for that, they may be able to dissect it out of the some of the positions you've held, or some of the companies who worked for, but I think mostly it's one of those situations that you're prepared for either way. Serina: Well and it's interesting that you brought up the I provide my own accommodations piece of the equation. I respect anyone who wants to step up and say here's what I need, I already have it, that's great, but in a lot of systems you can't install your own programs onto computers without having some significant permission. For example I work for a government agency, there's no way they're gonna give me an administrative password and all kinds of leeway to install any programs that I want because who knows what they could do to their network. Of course I know that JAWS is safe and I know that they know that JAWS is safe, but they still have to have some sort of system for managing the programs that are on their server and other network because what if you install a pirated piece of software then what, not saying that you would, most employers unless it's a real small company, it is their legal responsibility to provide you with that reasonable accommodation so why not take them up on it as opposed to using your hard-earned money to purchase those licenses and keep that up on somebody else's computer. Jeff: So having JAWS, having accommodations, and talking to them about accommodations that to, to read the screen, you can even have a person come in to do evaluation of what kind of software they're using, what kind of databases they're using, the see if you can gain access, and further down the line some scripts could even be made to help these specialized programs that they utilize just so you can overcome that hurdle, and it might be just a button that you have to get past. Serina: Exactly. Jeff: So there's some great services that are out there when you're trying to get a job, especially when you're into the job field, it seems like State Services has a whole arsenal of people that are help at that point, or if you're trying to retain a job too. Serina: That's a really good point, yes if you maybe already have a job, gosh I didn't even think about that Jeff, if you, if you already are working, I've seen that and quite a few of the support groups on Facebook, I'm working, I'm losing my vision, I don't think I can work anymore, and just remember that if you are having vision difficulties at work, you are still able to go apply for services at vocational rehabilitation and see what kinds of things they might be able to put place so that you can keep your job. I'd hate to see somebody that has 20 or 25 years in a career and you're just that close to retirement and feeling like you have to give up because your vision is changing with all the technology that's out there now, not saying it's gonna be easy, there's gonna be some learning curves for sure, but the sooner you start getting those services, the sooner you can get back to working in the job like you used to. Jeff: Yeah and that job retention it's a lot, I'm not gonna say it's a lot easier, but what it does is, you're gonna go into some specifics you know, you're just gonna do this to bridge this, to bridge that, to shore up what you're not able to do because it's obvious right away, rather than if you leave the job you go back home then you get to start from scratch like, I want to learn how to cook, I wanna, you know so it's interesting at different points when people are losing their vision, but when we're talking about disclosure, is that's a unique point too. I suppose because I've been blind for so long that to me I can live within my skin, and I think the difference is people who are trying to, especially high partials, or partials, they're either around blind people, there the sighted person around sighted people or they're the blind guy, or the blind person. Serina: Mm-hmm. Jeff: But at a job interview, there's a quandary there, do they use their cane or not use their cane and bump into things or do they bring their cane? Serina: You just brought up a really interesting point because I just thought back to when I was 19 and I started getting cane training from vocational rehabilitation, and at that time I was a cashier at a retail store, and most of the people that worked there did not know that I had any sort of vision impairment or anything like that, and at that time, I was not comfortable walking around with my cane. I'd rather bump into somebody then be seen as the blind girl. So at the age of 19 I would have absolutely said, no way I am not disclosing my disability, I can do it just as well as anyone else. I will just work twice as hard, and struggle at times, but now gosh, 20 years later ish, I think totally differently I, I could never personally see an instance where I would not want to disclose that because I don't want it to be the elephant in the room, when I'm being interviewed. Jeff: Mm-hmm. [Sound Effect] Rob Hobson: It's really up to the individual, some people like to not say a thing, show up to the interview, surprise I'm blind, you know, granted they don't say that. I think to the interviewer that, that's a surprise, but if you want to go that route, that's totally fine it's entirely up to you. But I want you to think about something when you go in for that interview, blindness is that, the white elephant in the room, if you don't address it, you're left to whatever conceptions they have a blindness, positive or negative, but if you address it as in a positive way, you bring up the fact that you are blind, and that you utilize accessible technology via you know whether it's JAWS or NVDA, or a system access, whatever it is you use, explain to that employer why you're the best candidate for the job. The long answer is, it's up to the individual, but if you don't address the fact that you're blind, I think it puts you at a disadvantage. Jeff: And that was Rob Hobson, he's the director of programs at Blind Incorporated in Minnesota. [Sound Effect] Jeff: And that's what it is, it's that the elephant in the room, and if you don't squash that, they're gonna paint their own picture as big as a an elephant any way they want to. Serina: Well and the reality is is that every employer knows that they can't come out and say, what's your disability, they can ask, do you require any reasonable accommodations to perform the essential duties of this job, which is a roundabout way of still figuring it out obviously. But if you're coming to an interview and you're using a service animal, or you have a cane, it's right out there and then they're just wondering, well how on earth is she going to be able to do this, or how is he going to be able to spellcheck documents for me, or access the computer? Because the technology that we use is not mainstream, most people don't even understand what a screen reader is unless they know somebody who has a visual impairment. Jeff: Mm-hmm, yeah and that's the point where you have the opportunity to educate them and sell yourself with the skills that you do have. Serina: Exactly, one of the other panelists did bring up a really good point. If it's a phone interview, that's totally different, they don't see you, they have no clue what you look like, what your abilities and capabilities are, and then what you're selling to them. I don't think I would mention it in that interview type of setting, what about you Jeff? Jeff: No I really don't think so, I think the phone call is a situation where they're just starting to get a good feel of how you, you know your social skills, they want to find out if you're a good fit for the team, for the company. Serina: Correct, because we talked about this a little bit on our very first podcast, if you got the interview then they have already determined that you're qualified for the position, they're just trying to see if you're a good fit for the office but, whether that be the culture, or some more specific questions that they weren't able to flush out in the application process, by not discussing your disability when you have a visible disability, you're almost causing the employers to only focus on the fact that you just walked in with a service dog, or with your cane, and is human as people want to be, and is empathetic and understanding as they claim to be, that's still going to be in the forefront of their mind especially if they're not familiar with your disability. Jeff: That's where Daysha the employment specialist brought up a very good point about where you're just talking about and she called it the internal monologue that the hiring person will be creating. [Sound Effect] Daysha: When you do talk to somebody, especially if it's an interview, you're gonna get that tell me about yourself, you could even get that when you just meet an employer at a job fair or an internship fair, tell me about yourself. You want to make sure especially if you have more of a obvious disability, you want to make sure that you kind of address that in a way that makes it so that they're not thinking about that, they're thinking about your skills. A lot of people make the mistake of never seeing anything and then an employer, the whole time that they're talking is thinking, well because they don't have any experience with vision loss, so they're thinking to themselves, I don't know that I could do that if I couldn't see right, I'm not sure that they're gonna be able to do that, that's what, their inner monologue isn't about you, it's about what they think that you can't do and their bias. Tell how you do things, go into it with confidence, know what your skills are ahead of time, know what you have to offer an employer, and just go into it that way. [Sound effect] Serina: Exactly they start putting those doubts in their mind. I don't know if they'll be able to do this, what about safety concerns? That's a really big one, is my workers compensation insurance going to go up because I have this individual in my office who's presumably, whether correct or incorrect, going to be causing more workplace incidents or accidents. Which we all know if you've gotten your orientation and mobility training in your personal adjustment training, your always more safe than the people who are sighted in the office, because you're not walking around on your cell phone or distracted. [Laughter] Jeff: We'll have to put in ramps and handrails, we'll have to label everything and yeah, but you can control that, and I think at that point, you know you're coming in with a cane and you know they don't know it yet, so that's your opportunity right there, that's your opportunity to call out the white elephant in the room in your favor. You can address it and you can tell them exactly like we said, selling yourself, you want to be the best box of cereal on the shelf, because when people come down, they're looking at all the colors, all the things, what makes them pick a certain box? Is it the toy inside, is it the fancy colors? So you have to start selling yourself and be the one they pick. Serina: It's interesting that you mentioned when you come to the interview, let's say with your cane or your service animal, I have seen situations where individuals do have a visual impairment that warrants the use of a cane and they opt to not bring that to the job interview, and I have seen that cause some problems, because when you don't have your cane or your service animal that could create some super awkward situations when you're trying to interview with the employer. As an example, the employer comes out to the lobby to get you, and maybe your vision is not adjusted or whatever the case may be to that particular office environment, and you're walking not so steady, or unsure about yourself, just think of the assumptions that they're putting in their mind now with the individual that's interviewing for the job, but not walking appropriately in their office, or not making eye contact, or not quite getting the handshake. Jeff: Mm-hmm, yeah and that's very important because myself, I have no central vision, and I can pick up some peripheral stuff, but in an interview you're probably trying to make the best eye contact you can, and I was just in an interview, this was a podcast interview and I told the person right off the get-go, don't think I'm looking over your shoulder or something behind you because that's how I sometimes pick things up by looking away from what I'm really looking at, so I actually made them feel more comfortable than them trying to talk during the interview wondering, what's behind me he keeps looking at, or something like that. Serina: Exactly, yeah. Jeff: In reality I, whatever I'm looking at I can't see anyways, so you can control the situation. They're going to start working this white elephant up in the room, they're gonna start, and not even hearing what you're talking about, all the stuff you're talking about, so you have to get control of the conversation a little bit and that's where you can start saying that, how you overcome doing job details that they want like word document that you use because you use JAWS, or how you can use other type of apparatuses or tools for success that get you to the point where you can compete against anybody that they hire. [Sound Effect] Miranda: I say no because I feel like with as much misunderstanding as there is in the world with with blindness, it's easy for a employer or potential employer to look at your resume and see that you're blind and see all these other resumes that he's got to go through that are just as educated, just as qualified as you are, and to simply just let that one go, like alright, I'm not gonna deal with that. I mean because you're you're talking about them having to deal with ADA and all this, all that other kind of stuff, walk in there confident and stuff, don't disclose before you go in, and just be like, hey this is what I can offer your company. If you made it in there, if they invited you in then that means you're qualified and you should have a shot at it just as everybody else. Jeff: You're listening to the voice of Miranda Brandenburg, she's a certified personal trainer and nutritional specialist. Miranda: The vast majority of people out there have never dealt with a blind person or encountered someone, especially one that is out there making waves, that's out there leading the charge, that's out there willing to work and get in there and travel and do this and do that and get out on the mat and fight and compete with sighted peers on every single level that they can. [Sound Effect] Serina: And it doesn't have to be the first thing you talk about you know, it can be something that, because I've never been an interview that didn't say at the end, do you have any other information like to offer me, or do you have any questions for me, I don't, what about you Jeff? I've never not been asked that? Jeff: Every time and have that question, because they want to know something, so I suggest before you going into an interview, go online, read their mission statement, see what company they are, see what they're all about, what, what's their key words, and that's something that you might want to integrate into your dialogue with them, and then when they come with that question, ask that question, like do you have any questions about my ability to do this job? Serina: And the way that I've approached it, I've only had to do it once, because one was I was applying for a County job at a local Workforce Center, and the second interview was using a white cane, was at the division of vocational rehabilitation. So it could not be more of a comfortable environment. I didn't even have to address it there, but the first one I did come in, I had my white cane, towards the end they said, do you have any more information you'd like to share with me? And I said well, you know, you obviously know I have a visual impairment, I just wanted to give you some information on the technology that I use in order to get things done, and I had gone as far as to print out some real short tip sheets on, at that time I was using a portable CCTV, and JAWS, so that they knew I had already thought about the types of things that I might need on the job and was already skilled in that, so that they didn't have to worry about, okay, obviously I'm gonna have to train her on our procedures, but is she also going to have to get training on her technology needs. Jeff: Mm-hmm, and that's a good point to come in there and let them know how you're gonna access the material that they have. Serina: Mm-hmm, now I have seen some questions in our support group about, do I disclose in the application process? A lot of applications are automated and they, some of them do ask if you have a disability. So I wanted to talk a little bit about that because, yes they might be asking if you have a disability, but if, unless they're breaking the law, that information is not to be passed on to the hiring manager or the individual that's reviewing your application. Typically when they're asking if you have a disability or require reasonable accommodation, that information is used for one of two things. The first would be that there is a program called Work Opportunity Tax Credit which allows employers to have taxes reimbursed to them to offset hiring expenses and things like that for hiring individuals in a variety of situations including those that have a disability, as well as those that are on public assistance, or they're using it because they know that they have some sort of testing that all the applicants have to do, and they really truly are trying to reasonably accommodate anybody that might need those accommodations. So I wouldn't hesitate to answer that personally because that could put you in an awkward situation down the road should you have to take, for example if you're applying at a call center, should you have to take one of their tests and all of a sudden you're asking for an accommodation when on the application you said that you don't need accommodations or don't have a disability. Jeff: And the same thing in Minnesota our Governor passed two years ago, he passed the proclamation that 7% of all employees in the state jobs, they'll hire people with disabilities to fill that 7% goal that they want to have, and so in some applications, some situations, there is a checkbox for that, and that way companies that do want to hire people can have that choice too. Serina: And that brings up another good point, the federal government also has a mandate that they have to hire a certain percentage of individuals with disabilities, and in fact, if anyone has been through that federal hiring process, it's a nightmare to say the least. If you do not check that you have a disability, then you're not going to be considered in any of the priority categories which means that your application might never even get looked at for open position. Jeff: Yeah it's a tough area and a lot of us, like I said on the last podcast, a lot of us aren't fully up on everything that there is to know about blindness when you probably, if you weren't born blind, or you just became blind, there's a lot to learn and there's lots of people that are offering suggestions and no one's really wrong, but I think the best fit is the best fit that you feel most comfortable with because if you're uncomfortable they'll know you're uncomfortable with it so, that's why in Minnesota here at the state agency, they do tutoring on job interviews, mock interviews, where you do get the situation that you know, mister mister boss might ask questions or make you feel awkward in a sense just so you can understand that every interview that you go to, you're gonna get a different person that has different preconceived ideas and it's gonna be in a different situation each time. So if you have an opportunity to try a mock interview, that'd be really great experience. Serina: Well and frankly I remember reading an article, I think it was last year, people are actually scared of blindness, they would rather have cancer than be diagnosed with being blind or visually impaired. So imagine that fear then being put into the situation of, oh my gosh how could I possibly hire somebody that has this visual impairment? If you don't address how you do things in the workplace. Jeff: Mm-hmm that's a great point, another great point is to remember they want to hire someone who can get the job done. Bottom line, get the job done. Susan Robinson, an entrepreneur out in New York and a TEDx speaker, and visually impaired by the way, she told me that she has never terminated a person because they were sighted. Serina: Hmm, that's an interesting way to put that. Jeff: Mm-hmm, she has a job that she needs to get done, she wants to hire the person that could come in and do that job, that's it. Serina: Wow, look at you getting all philosophical over there! [Laughter] [Sound Effect] Female voice: To me it was no different than anyone else doing the same thing with the exception of letting people know during an interview process what I might need from them. So again it was the same sort of self-advocacy to use your wonderful term as I did in college, so in an interview process, the first interviews is sort of getting to know each other, do I think I like working for this person? Because an interview is not just the employer figuring out if they want to hire you, it's you figuring out if you want to work for the employer as well. Once we got to maybe a level 2 or level 3 conversation in the interview process, at that point when it seemed to be a little bit more concrete that the position possibly could be mine, I would disclose and I would say, I just want to let you know I have a visual impairment, it may not be obvious to you, but what that means is I'm gonna bring everything that we've already talked about, my, all of the skills and characteristics that we've discussed, but I am going to need a large monitor for my computer so that I can see things you know enlarged a little bit, and generally people were very receptive to that because again I'm letting them know which is what every potential employer wants to know, can you do the job, are you willing to do the job, and are you going to be a good fit? [Sound Effect] Jeff: Serina, when we had our conversation with Cindy Bennett, a researcher out in Washington and a former intern at Microsoft, she mentioned something that we hadn't even considered, and that was, an interview via videoconference. [Sound Effect] Cindy: I think if I had a video interview I would probably disclose, but I would frame it something like, I'm actually blind so, I might be like, hey does the camera look okay, okay cool, like just like that, just really quick. I do practice if I do a video interview, I always like first of all clean my apartment and look nice. [Laughter] Second of all, I set up my computer on a table in front of my couch and call someone I know, like I video call someone I know and they tell me okay this is good. I found that just like a quick little thing at the beginning of the video interview, I'm like, oh by the way I'm blind, I just wanna make sure that you can see me okay in the camera. If it's an old-fashioned audio phone interview, then usually the person emails me and says we'd like to invite you for an in-person interview and I say thank you and confirm the dates and say, oh just for your information, I'm blind, here's what I need. Jeff: Were you excited when we asked for a podcast that you didn't have to clean your house? [Laughter] Cindy: Yeah [Laughter mixed with inaudible talking] I don't want to do a video call ........ I think they are important things to think about, like I honestly with a lot of my colleagues now that I'm comfortable with them, I'm just like, can we just do audio because then I can just set my phone down beside me and we can go on with our business, but I think sighted people just like, since video calls exist, they, that's what they use. So it's definitely becoming, it's going to be a type of interview that most people will have I think. Serina: I honestly didn't even think about how the video interview, how that would be impacted by the visual impairment, so I'm glad you brought that up because I haven't had an interview for a job since 2010 and it was definitely not when people were doing video interviews or anything like that, so that's definitely something to think about. [Sound Effect] Jeff: It's really great that so many people came on board and shared their experiences, the way they handle disclosing a disability during an interview and the people leaving comments on Job Insights support group page on Facebook. And to sum it up, here's Rachel Hastings, she just got done running the marathon, the Boston Marathon and she's a music therapist. [Sound Effect] Rachel: I've done it both ways, so I've done it one time I didn't tell them that I was blind until I got there and I think it kind of caught him off guard. I mean part of me is like deal with it, but the other part of me is like, well you know, there's no harm in telling them over the phone. After they invite you to an interview, and so because I kind of felt like I made it awkward, so the next time I was first offered a phone interview and I told them over the phone, I'm like, by the way I want to let you guys know that I'm legally blind, but I'm very independent and that, that was after they invited me for an in-person interview. So it's like there was no way they could turn me down but yet I didn't catch them off-guard by showing up with a cane in person, and I found that that approach worked really well for me. [Sound Effect] Jeff: So Serina, next week we're gonna be talking about some apps. Apps for the workplace, apps for productivity, apps for a school. Serina: Yep, I know that I have my favorites. Jeff: Hmm, you gonna save them, you're gonna make us wonder till next week aren't you? Serina: You guys will have to wonder till next week. Jeff: The cliffhanger strikes again. [Laughter] Serina: So I'd like to thank everyone for listening to our show today. As always if you have any questions or topics that you'd like us to follow, you can give us a message on Twitter, that's at Job Insights VIP, or on our Facebook page which is Job Insights, and we also have a brand new job insight support group on Facebook, just search Job Insights support group, see you next time. [Music] Jeff: Thank You Chee Chau for your beautiful music, that's lcheechau on Twitter. We really hope you enjoyed this podcast, thanks for listening, and until next time bye-bye! [Music] [Multiple Voices] When we share what we see through each other's eyes, we can then begin to bridge the gap between the limited expectations and reality of blind abilities. Jeff: For more podcasts with the blindness perspective check us out on the web at www.blindabilities.com, on Twitter at Blind Abilities, download our app from the app store, Blind Abilities, that is two words, or send us an email at info@blindabilities.com. Thanks for listening.
Job Insights Episode 2 - Vocational Rehab 101: Demystifying the Myths and Planning For Employment Welcome to the second episode of Job Insights with Serina Gilbert and Jef Thompson. We focus on Employment, Careers, enhancing opportunities and bringing you the latest innovations from across the Vocational Rehabilitation field to ensure your choices lead you down the career pathway that you want and succeed in gainful employment. From getting started with services, to assessments, Individual Plan for Employment (IPE) to gaining the skills to succeed and tools for success, Job Insights will be giving you tips and tricks to help your journey to employment and break down the barriers along the way. In Episode 2 of Job Insights Serina and Jeff break down Vocational Rehab services from eligibility, intake, personal adjustment training, training centers, and your responsibilities as well. Navigating the services may seem daunting at first but with a little bit of information and explanation you will soon fine your pathway to gainful and meaningful employment does not have to be a solo journey. Your Voc-Rehab team wants you to succeed and is their for you all the way. Full Transcript Below We hope you enjoy this Job Insights episode and you can send your feedback and suggestions to the Job Insights team by email at JobInsights@BlindAbilities.com Follow the Job Insights team on twitter @JobInsightsVIP Job Insights is part of the Blind Abilities network. A big Thank You goes out to CheeChau for his beautiful music! Thank you for listening. You can follow us on Twitter @BlindAbilities On the web at www.BlindAbilities.com Send us an email Get the Free Blind Abilities App on the App Store. Transcription: Job Insights Episode 2 - Vocational Rehab 101: Demystifying the Myths and Planning For Employment Serina: I know sometimes that a lot of individuals can be a little bit overwhelmed by applying for services with vocational rehabilitation and we'd like to hopefully demystify some of the myths and help you learn a little bit more about the process. Jeff: Job Insights, a podcast to help you carve out your career pathway and enhance the opportunities for gainful employment. Serina: Helping you with independent living skills, helping you get around town, helping you with cooking, money management, all those things that you need in order to be successful on a job. Jeff: Learn about resources for training, education, and employment opportunities, to see what best suits you to see if you're prepared to move on to the next step. Serina: Correct. Jeff: Thus it's an assessment. Serina: Correct, it helps the counselor out and it helps you out too. Jeff: We will hear from people seeking careers, employment from professionals in the educational field, teachers and innovators in this ever-changing world of technology to help you navigate the employment world and give you Job Insights, and enhance the opportunities to choose the career you want. Serina: We would hate to see you move forward with an employment goal that you thought you would absolutely love, only to find out maybe three months into the job that you obtain, that you really don't like it so much, so it helps us save a little bit of time and prepare you for realistic expectations on the job. Jeff: You can find the Job Insights podcast on BlindAbilities.com, part of the Blind Abilities Network, with host, Serina Gilbert and myself, Jeff Thompson. And you can contact us by email at jobinsights@blindabilities.com, leave us some feedback, or suggest some topics that we cover, you can also follow us on Twitter at Job Insights VIP, and check out the job inside support group on Facebook where you can learn, share, advise, and interact with the Job Insights community. [Music] Serina: Sometimes it might be getting more evaluations done with an orientation and mobility specialist, or a vision rehabilitation therapist to see what kind of personal adjustment training you might need. Jeff: And now please welcome Serina Gilbert and Jeff Thompson with Job Insights. Serina: Hi Jeff how are you? Jeff: I'm doing good how are you Serina? Serina: I'm doing great, how was your week? Jeff: It was good, it was good, the sun has come, spring is finally here. Serina: I don't know, I think you might get some more snow. It's not May yet. Jeff: We're just so glad to have it, I already got the patio furniture out, so I'm excited, I'm excited. Serina: You gonna be barbecuing for me? Jeff: We did that yesterday. Serina: Nice! Jeff: And I didn't even let you know did I? Serina: No you didn't even invite me, even though I'm, I don't even know how many miles away from you. [Laughter] Jeff: I'll waft the barbecue smell west. Serina: Send it over with an Amazon drone you know. Jeff: There we go. I wonder what that sound will be? Serina: They'll probably have like a special Amazon Prime sound for us all. Jeff: Oh yeah so it's recognizable. Serina: Everyone's jealous because we got something from Amazon. Jeff: The dogs will whine just a little bit, it is exciting though when a package comes. Serina: So I heard that we got a ton of positive feedback on our very first introductory episode to Job Insights? Jeff: Yes we did, it did not come by drone, but we got so much positive feedback, it's really exciting. Serina: I think that's great. I know today we were talking about vocational rehabilitation 101, and we'll chat a little bit about the process, what to expect. I know sometimes that a lot of individuals can be a little bit overwhelmed by applying for services with vocational rehabilitation and we'd like to hopefully demystify some of the myths and help you learn a little bit more about the process. And I know, as I talked about on the previous podcast, I was also a client of vocational rehabilitation and I believe you were as well right Jeff? Jeff: Yes I did, but unlike yourself Serina, my ophthalmologist did not send me there, so getting started with State Services was interesting. Serina: At least you got connected, that's that's the biggest part. Jeff: Mm-hmm. Serina why don't we start out by telling the listeners a little bit about what it takes to qualify for services, and if it's a federal or state standard that they go by. Serina: So it's a federal mandate, the eligibility requirements for vocational rehabilitation systems, in general, you have to have a documentable disability that poses some sort of barrier towards you entering into employment, keeping employment, or advancing in the current position that you have. You also have to be able to basically benefit from the services and that's a presumption that most agencies make. Jeff: A presumption? Serina: A presumption of eligibility. Jeff: Hmm? Serina: Another eligibility criteria that helps is, I believe if you receive SSI or SSDI then you are automatically eligible for vocational rehabilitation services. Jeff: So that's usually a process when you go there for services then you probably have to get it to go to a doctor so it's documented. Serina: Well, you can go to a doctor, but if you do not have documentation of your disability, vocational rehabilitation can actually either send out for the records, or send you for evaluations in order to obtain that documentation. Jeff: And that's just one of the steps of the intake process. Serina: So that first step is your intake appointment, which your counselor will go over a ton of different paperwork with you, you'll sign some releases of information for them to be able to talk to necessary individuals that might be working with you on the case, or to obtain medical records, or again refer you for those necessary evaluations, and from that time frame of the first date that you officially apply for services your counselor has up to 60 days to determine you are eligible for services. It can take that long depending on the counselors caseload, but sometimes it's faster, it just depends on the documentation that you already have, and what that counselors caseload looks like. Jeff: Is that the same for when agency is on order of a selection? Serina: Correct, they still have the same 60 days eligibility determination requirements, even if they do have a waitlist or order of selection. Jeff: So if they determine on the intake that you're in, then what's the next step? Serina: The next step is what's called the comprehensive assessment. What happens in this stage is you and your counselor are working together to identify a reasonable and suitable employment goal and also identify the necessary services that might be provided to you in order to help you achieve that employment goal. Sometimes this process could include you trying out work, doing what's called a situational assessment, and that would involve you going to a worksite and trying out the job to see if you like it, see that the duties are something that work well with your personality, in your disability, and also to help you with networking. Sometimes it might be getting more evaluations done with an orientation and mobility specialist, or a vision rehabilitation therapist to see what kind of personal adjustment training you might need. Jeff: Serina, personal adjustment training, can you break that down for our listeners? Serina: Definitely, personal adjustment training might include helping you with independent living skills, helping you get around town, helping you with cooking, money management, all those things that you need in order to be successful on a job. Jeff: And typically you could be sent to a blindness training center or a vendor of the agency? Serina: It depends on this state, some agencies do use the blindness centers, some do have in-house service providers that work specifically for DVR, or third-party vendors like you mentioned, and then I'm not sure about other states, but here in Colorado we do actually have a center based program that the vocational rehabilitation program staffs as well. Jeff: And in Minnesota were fortunate to have three adjustment to blindness training centers, Vision Loss Resource in Minneapolis, Blind Incorporated in Minneapolis, and in Duluth we have the Lighthouse for the Blind, plus State Services for the Blind, and various vendors that will provide specialized services as well. You mentioned doing a situational type of thing where you go to an employer and they do an evaluation, would that be set up with your employment specialist to see if this is an interest of theirs or to see if they like it? Serina: It can be set up through an employment specialist if the state that you work in is structured in that manner, sometimes it's your vocational rehabilitation counselor that's setting it up, and sometimes it can even be a third party vendor that you're working with that is providing that assessment service for us. Jeff: And this is all in an attempt to see what best suits you to see if you're prepared to move on to the next step. Serina: Correct. Jeff: Thus it's an assessment. Serina: Correct, it helps the counselor out and it helps you out too because we would hate to see you move forward with an employment goal that you thought you would absolutely love, only to find out maybe three months into the job that you obtained that you really don't like it so much, so it helps us save a little bit of time and prepare you for realistic expectations on the job. Jeff: So if you do need some soft skills, if you do need some technology skills, and it's determined that you should go to a blindness training center of some sorts, that might set you back six to nine months or whatever it takes right? Serina: That's correct, the blindness training centers are not super short programs, I think the shortest program that they have is the summer youth program for those that are still in either high school or college perhaps, and I believe that's even eight weeks. Jeff: And that's basically like a step program to bridge you into college preparedness? Serina: Correct. Jeff: And if you're planning on going just straight into the workforce then a training center might give you the skills that are needed to help gain employment. Serina: Correct, they work on every skill that you can possibly think of from independent transportation, orientation and mobility, independent living, I do believe they do some self-advocacy training, as well as working on basic social skills because you are living on campus with lots of other people and there's gonna be times when you disagree and you're gonna have to use those conflict resolution skills which will help you for sure once you start working. Jeff: I know we talked about transition aged students quite a bit, but there's also other people adults that have vision loss and they want to get their employment back and so these training centers do adult programs as well. Serina: And it can be quite helpful because I know last time we talked a little bit about an individual maybe who's coming in that has lost sight a little bit later in life but still really wants to work, that's a hard transition coming from having a driver's license and being able to independently transport yourself and work on a computer, to all of a sudden not having those skills anymore and abilities, and those centers and also other field based programs through vocational rehabilitation can certainly help with that transition, and also help you connect with different support groups and things like that so that you can start networking with individuals who've maybe been there as well. Jeff: However, before you move on to this step you must set up an individual plan or employment. Serina: That is correct, and all of the individualized plans for employment can only have services on it that the counselor and you agree are necessary and appropriate, and then they are always purchased at the least possible cost. So there might be times when there's certain products that you really really would like, but the counselor has to follow certain policies and purchase things at the lowest possible cost that is still appropriate for what you need the items for. Jeff: But typically the items will get you to your destination? Serina: Exactly, like as an example, there's lots of different types of computers now, we have our personal computers that maybe would run a screen reader or screen magnification software, and we have our Mac books that also have that same type of software built into it. Typically vocational rehabilitation is going to look at purchasing personal computers more so because we're looking down the road at employment and most employers still use personal computers, so it makes the most sense to get you used to using that type of a technology if you're going to be working in an office environment down the road. Jeff: And when you're saying personal computers, you're talking about Microsoft based platform. Serina: Correct, like a Windows computer. Jeff: Mm-hmm, Serina, can you tell us how flexible and IPE, individual plan for employment is? Serina: Yes, it's a plan, yes it's written on paper, but that doesn't mean that it can't be changed. So it's really important to communicate with your counselor if you feel that something's not going the way that you want it to go, or that you want to try something different, because that plan can definitely be amended, it's actually quite rare that we have the exact same plan from start to finish. Jeff: Okay someone goes through the process and they get their training, making progress, and you're checking the list and moving forward and now they're going to college and they are succeeding, according to the plan, and it comes time to where they start thinking about the job and job resumes, and job interviews, and all that, is there any services for that type of area? Serina: Definitely, it can be considered part of vocational counseling and guidance, which is on every single plan for employment across the country, I don't think there's any plans that don't have that, but it's also part of what we call job seeking skills training, which would be, you either working with your counselor, or perhaps a third party vendor to develop that resume, develop a general cover letter, and also start doing mock interviews, and begin talking about how do you want to handle the interview, how do you want to disclose your disability, if you want to do that at all, and how do you advocate for yourself during that interview. For example if you need an accommodation for testing and things like that as part of the interviewing process. Jeff: Now when it comes to disclosure, there's so many debates about it, and there I don't think there is any one answer, one fits all for this topic. Serina: Correct and I know we're probably gonna talk about that, maybe that'll be our next episode, because that's a hot topic of how do I disclose my disability, and what when and where, am I going to get discriminated against, things like that, I know people are very fearful of that, that definitely will warrant a full episode. Jeff: And that's a big one, so is writing your resume, because a resume is a work in progress, because if you're looking at one job, looking at a next job, it has to form to the job, the keywords and everything, so it's a good skill to have and a good thing to have a template to be able to adjust it for the job you're seeking. Serina: Exactly, we call it tailoring your resume because if you're not putting in specific keywords, a human's not even going to see your resume because there's so many electronic ways that they use, optical character recognition, and scanning the resume that you've submitted either online or even email, where they just scan to see specific keywords and skills and if it doesn't meet that, then it automatically gets denied. Jeff: Optical character recognition, it was such a gift and now it's working against us. Serina: Yep, sound familiar though right? Jeff: Mm-hmm, Serina with all your experiences, what tips would you have for someone who's receiving services and working with the counselor? Serina: So during the vocational rehabilitation process it's really important that you stay in close contact with your vocational rehabilitation counselor. There will be a lot of times when they're going to be asking for tons of paperwork that you might find cumbersome or even redundant. I promise you they wouldn't be asking you for it if they didn't need it because we get a lot of paperwork, if we didn't need it, we wouldn't be asking for it for you. So especially if you're on/in a plan for employment that includes training, every semester we're going to be looking at what grades did you get, what classes are you registering for next semester, do you need any books, did you apply for your federal financial aid? All of those things are things that are required before we can say yes we will pay for your tuition this semester at the school. If your counselor sends you an email asking for something, the quicker you reply the quicker things can move, and just know that sometimes things can't move overnight, if you call us and for specific piece of technology, we might not be able to get that for you immediately, especially if it's not included on your plan for employment, there might be some paperwork things that have to be done and ordering processes and things like that. So we ask that you're a little bit patient with us, but also the more you communicate with us, the better service provisions you will have. Jeff:And staying ahead of the game is the whole thing. Serina: Exactly. Jeff: Yeah, being on the State Rehab Council I get a lot of documents about this it's agencies and I see that one of the highest percentage of closures is because of lack of communications by the client back to the agency. Serina: That's probably actually pretty accurate because especially with my caseload I work with a lot of young adults, so they're still learning how to keep in touch so I do give them quite a few chances but it never fails that as soon as I close a case because I haven't heard from them despite multiple attempts on my end, about two weeks later is when they call me back and say, well I didn't know that you were gonna close my case. And obviously yes you can go back through the process and we can open it again but it's much more efficient even if you just send me a text message saying, everything's all right, I'm still out here, and that'll keep things going for you, but we have to remain efficient and show that the people that were working with are making progress in order to meet our goals and outcomes. Jeff: Serina, this is a lot of great information for someone who is going through vision loss, what advice would you have for someone who is seeking services from their division of vocational rehab or their State Services for the Blind? Serina: If you are a transitioning student and you're at least 15 years old and you are definitely starting to think about employment and what's next and actually some states that's as little as 14, but most states is about 15 or 16, but if you're starting to think about employment, I would say do not hesitate to contact your local vocational rehabilitation, talk to them about services, even if you call and you meet with them and it's not quite the right time, you are at least ahead of the game and knowing what to expect when you do decide that it's the right time for you. If you're an individual that's lost sight a little bit later in life or maybe have never heard of vocational rehabilitation and you're struggling with some vision difficulties, pick up the phone and give them a call, especially if you're looking into employment. All of our services at vocational rehabilitation are for sure geared towards employment now, so any services that we provide do you have to be tied to an employment goal with an eventual goal of being employed in the long-term. Jeff: You know Serina when I first lost my eyesight, I was skeptical you know, I was like worried about what's gonna happen and I didn't know, I didn't know where the blind were, I didn't know anything and I kind of felt like State Services, the agency was kind of a safety net, so I was gonna go out there and forge my own path and if I failed I would head towards the agency and get services, but now today, the more I know about it, it seems like it's a vehicle towards a future, and I've said this many times, but it is, it's it's, it's a resource, it's a place to go to learn about the pathways that you can take towards employment. Serina: And I'm curious what was your experience on the client side? I know you're on the state rehab Council and things like that, but do you remember being your very first experience when you first applied for services? Jeff: You know this is a great question for me because my experience was quite unique I think because when I first lost my eyesight I sold my pickup truck and I bought a brand new computer, I bought jaws and I started doing things the way I thought was best, I did things my own way. I did not understand that State Services for the Blind with an IPE, an individual plan for employment would have set up something of the nature to provide me the tools for me to succeed according to the plan and my goals, and once I understood that there were services as such, I then meticulously figured out what I would have to do for myself, and what they could do for me, and together we could reach the goals that we both set up. So I think part of the demystification of this is, they won't buy you everything, it's not a toy store, but they will assist you in succeeding, and those services do range from, you know, picking the right college that best suits your field, the technology that you'll need to succeed in college or in the workplace, there's so many services that are available there, you just have to make that call, like you said Serina, make that call and find out what they can do for you, and what you have to do as well. Serina: Well and that, someway just popped a thought into my head, I know that some individuals, most you know, most likely receive SSI or SSDI, some sort of Social Security benefits and it can be a little nerve-racking wondering, what if I start work and then it doesn't work out, how are my benefits impacted, there's lots of different rules related to social security and work. So I'm thinking that might be a really good idea for another future topic as well. Jeff: Absolutely, and when a person is going through vision loss it doesn't mean that they're totally educated on all the intricacies that are involved from your State Services, from your DVR, from the government, from Social Security, all these things have to be learned and dealt with and that's why talking with your counselor to learn, to educate yourself, so you can better be prepared for the opportunities that are ahead of you, and I think calling your State Services is one of the best things that a person can do, and that's why they call it a informed choice. Serina: Exactly, so many topics Jeff, we're never gonna end. [Laughter] Jeff: Hmm, that's job security huh? Serina: For sure, how insightful. [Laughter] Jeff: Speaking of something that never ends, I thought winter was the same way around here, but we got grass out back now and the trees are starting to bud, I could feel that a little apple trees with the little buds on them. Serina: That's awesome, you'll start sneezing pretty soon here. Jeff: Mm-hmm, I'm just glad I planted apple trees because I don't think they make PC trees. Serina: Ba dump bum[Imitating comedic snare drum] [trumoet sound effect] Well that concludes today's podcast, but next week we will be tackling that tough topic of disability disclosure, and the job interview. If you have questions you can email us at: Jeff: JobInsights@BlindAbilities.com. Serina: Or follow us on twitter: Jeff: at Job Insights VIP. Thank you CheeChau for your beautiful music, that's @LCheeChau on Twitter. [Music] We really hope you enjoyed this podcast, thanks for listening, and until next time bye-bye. [Music] [Multiple voices] When we share what we see through each other's eyes, we can then begin to bridge the gap between the limited expectations and realities of blind abilities. Jeff: For more podcasts with the blindness perspective check us out on the web at www.blindabilities.com, on Twitter at Blind Abilities, download our app from the app store, Blind Abilities, that is two words, or send us an email at info@blindabilities.com. Thanks for listening!
Job Insights Extra Meet Ivan Delgado: Being Your Own Boss Is Hard Work and Worth It All (Transcript Provided) Welcome to Job Insights Extra, part of the Job Insights Podcast with Serina Gilbert and Jeff Thompson, a podcast focused on the world of employment, career pathways and gainful and meaningful employment. The Job Insights Extra podcasts are success stories, interviews and demos that enhance the experience of reaching that career you want. On this Job Insights Extra we talk to Ivan Delgado, a Business Enterprise Program Operator from Las Vegas. How he got his start into the BEP and what being a business owner has done for him. We hope you enjoy and if you have any questions for Ivan, you can send him an email. If you are interested in becoming your own boss and want to run your own business, contact your state services, your Devision of Vocational Rehabilitation and see what opportunities they have for you. Full Transcript Below Thank you for listening. You can follow us on Twitter @BlindAbilities On the web at www.BlindAbilities.com Send us an email Get the Free Blind Abilities App on the App Store. Transcript [Music] Jeff: Welcome to a job insights extra where we will be talking to business enterprise program operator Ivan Delgado. [Music] He's from Las Vegas and that's where the Blind Abilities team went to get this interview at the Randolph Sheppard Vendors of America Sagebrush convention. What is the business enterprise program? It is a operation part of the Randolph Sheppard act that allows you to own an operate your own business. Check out your State Services, your DVR, and find out more about the business enterprise program. [Music] Job Insights is a podcast that is helping you find careers and gainful employment through innovations and opportunities and you can find the Job Insights podcast on Blindabilities.com, part of the Blind Abilities network, and as part of the Job Insights podcast, we will be bringing you the job insights extra, consisting of interviews, demonstrations, and news surrounding employment, careers, and jobs, with hosts, Serina Gilbert, and myself Jeff Thompson, and you can contact us by email at jobinsights@blindabilities.com. Leave us some feedback, or suggest some topics that we cover. You can also follow us on Twitter at JobInsightsVIP. Right now, please welcome Ivan Delgado. Welcome to Blind Abilities, I'm Jeff Thompson, and I am at the Sagebrush convention in Las Vegas and I ran into a fairly new vendor here amongst the senior vendors. I'm talking to Ivan Delgado. How are you dong? Ivan: Alright man, how about yourself? Jeff: Good, good, just enjoying the convention and all of the busy lights and stuff, and noises I should say out there. Ivan: Nice city huh? Jeff: Yeah, and you're from Vegas? Ivan: Yeah man, welcome to Las Vegas, if anybody is listening, come and enjoy Vegas, we love your guy's money. [laughter] Jeff: I noticed that! [laughter] So what got you interested the business enterprise program? Ivan: So about 3 or 4 years ago man, finishing up, not finishing, taking a break from college for certain reasons, whether it was lack of assistive technology or books not being ready for me, I decided to take a break and my lady actually told me about this program. She had a few friends that have done it in California and other states, and she told me, you like to boss me around so you might as well boss people around and try to make money. Yep, a couple years later man, I have been fortunate enough to finally get my own site and I started, originally I started the program. I got my BEP license about 2 years ago. My first site opened February 1st of last year, we just had our one year anniversary, before that we had vending machines at the location I am in. We just, it took a while for the location, the actual location to open up. Jeff: Is there training involved when you first join? Ivan: Yeah, when I first joined, now it's a lot different man, but when I first joined it was pretty intense, what I think is intense man. It was, I want to say 9 months man, and don't quote me on that. Classes started in March and the first three months were strictly just books and learning bi-laws, and how to do PNL's, and marketing, it was pretty awesome man, for someone like me that, you know never had a business, don't have an idea, i was just used to working 9 to 5s. It was very helpful. We did a couple of course through Hadley, Hadley School for the Blind online. We did that and then we did a couple of ServSafe tests here, customer service exams that we had to get. I am fortunate and I could brag about it man, because again, I am blessed man, and I think I am one of the only vendors here in Nevada that does his own profit and loss statement. You have vendors that are paying 200 to 300 dollars to, for people to input simple numbers and again, thanks to those classes, thanks to those three months of actually putting in work man, and understanding PNL's, and little Bi-laws, and stuff like that is definitely helpful man. Jeff: You are your own accountant. Ivan: Yes sir, thank God man! Jeff: You gotta keep the profits up right? Ivan: Right right, that is one way of doing it man, saving money man, all you gotta know is how to work. We know how to work man, it doesn't matter if you are disabled or not man, it's ambition, as humans we hunger for that ambition man. We have it, it is just a matter of if we want it or not man, and a lot of the times we don't want it man, and that sucks, but we are our own worst enemies and our own best friends man, and only we can get what we want man. Jeff: So what suggestions would you have for someone who is interested in getting into the business enterprise program? Ivan: A lot of patience. A lot of patience, hard work. Here in Nevada the process is a little longer due to the lack of operators we have, you know we kind of have to prove ourselves and that is fair I think. But a lot of patience and , just because you're disabled doesn't mean that stuff is going to be handed to us, especially here in the business world man, we have just as much of a responsibility as anybody else. Just keep your head up and be strong. That's it, just stay positive and stuff could be worse and if we are here and you are listening to this podcast, obviously we have gotten this far and the sky is the limit after here. Jeff: So what does Sagebrush bring to you? Ivan: A lot of a lot of information. A lot of people like Mr. Jeff, sorry if, I am bad at names, I think that's your name [laughter] Jeff, but yeah, this man, that working, as a blind community we have to become close man and I'm, the best example man, I don't go out a lot and I don't network but it hasn't changed man, I don't believe in NFB's, and NCB's, and ACB's, I wish there was only one. I don't see for this separation between organizations when really we're all just one, and that's blind. We're all blind so I would love for us to stick together and become one. I think if we become one a lot of people would be aware of both our disabilities, of our business and the Randolph Sheppard Act, again if we advocate be strong, stay positive and network, go out to these kinds of meetings, kind of conferences, I think this could very well be accomplished. There is a lot of older gentleman and ladies that are in the program and it's time for younger generations to step up and I think this is the time. Jeff: There is a lot of wealth of information, they have been in it, they have seen it change, and that is the bigger thing that things have changed and now here you are paving your way, you know, you're two years in, pretty soon you'll probably be leading the show here. Ivan: Absolutely, and those are the plans man, and absolutely, we always have to be grateful to the people that have, that started this man you know, and we've gotten a long ways man, I mean from selling newspapers at Post Offices to you know, having places at Hoover Dam's or at airports, you know that's a huge accomplishment, and that couldn't have been done without the people that you know, are moving on or retiring now. And that is a huge gratitude to you guys, we thank you. Jeff: Well, Ivan Delgado thank you very much for taking your time away from the karaoke. You gonna sing out there? Ivan: No we already did man, I need two more shots, I think these last two shots were on you. [laughter] Jeff: Do you have an email? Ivan: Yeah man, that's ivan.delvilla@gmail.com. Jeff: Alright, well thank you very much for taking the time and just speaking on Blind Abilities. Ivan: Yes sir, have a good day! [Music] Jeff: So if you are interested in the business enterprise program, becoming your own business owner, entrepreneur, check it out with your division of vocational rehab, your State Services for the Blind and see what they can do for you. If you want to find out first hand from Ivan what it is like to be 2 years in, in the business enterprise program, shoot him an email, check it out. Links are in the show notes. So we hope you enjoyed this Job Insights extra, thanks for listening, and until next time, bye bye. [Music] [Multiple voices] When we share what we see through each other's eyes, we can then begin to bridge the Gap between the limited expectations and the realities of Blind Abilities. For more podcast with the blindness perspective, check us out on the web at www.blindabilities.com, on Twitter at BlindAbilities, download our app from the app store, Blind Abilities, that's two words, or send us an email at info@blindabilities.com, thanks for listening.
Take Full Advantage of Transition Services: Enhancing Opportunities for Success - Meet Kylee Jungbauer (Transcript Provided) Kylee Jungbauer is a rehabilitation counselor at state services for the blind. Her concentration is transition age students. We talked to Kylie about what services they provide for students. Transitioning from high school to college and to the workplace. State services for the blind has a Transition Unit that facilitates a path for students, providing guidance and opportunities for success. From assessments to training, the transition Team offers as much or as little help as needed while promoting self advocacy and independence along the way. Kylee talks about the importance of Summer Programs and how the Transition Team provides opportunities with employment, career exploration and access to training on the tools that will help bring about a successful transition. Full Transcript Below Check out below for a list of Summer opportunities and programs. Check out your State Services by searching the Services Directory on the AFB.org web site. State Services for the Blind of Minnesota We offer tools and training for employment and for helping seniors remain independent and active. As Minnesota’s accessible reading source we also transcribe books and other materials into alternative formats, including audio and braille. We assist Minnesotans who are blind, DeafBlind, losing vision, or who have another disability that makes it difficult to read print. I hope you find what you need here. We've also created a Tips for Using Our New Website page. If you’d like to apply for services, learn more, or have more questions, just give us a call. You’ll find contact information for all of our offices on our contact page, or you can call our main office at 651-539-2300. 2018 Summer Opportunities for Teens Learning skills related to blindness, low vision, and DeafBlindness The programs listed below are of varying lengths during the summer. They offer training in independent living and job readiness skills. The program descriptions that follow are taken from each organization’s website. If you’d like to pursue any of these opportunities, please speak with your SSB counselor: BLIND Incorporated (Blindness: Learning in New Dimensions) offers an 8-week Post-secondary, Readiness, Empowerment Program (PREP) designed to prepare students for academic, employment, and social success. The PREP curriculum is designed to empower blind youth with the alternative techniques of blindness they will need to be successful in the college and the career fields they choose, and to give them the confidence and belief in themselves they need to find and keep a job. Additionally there are three one-week summer programs focusing on independent living, post-secondary success, and navigating the world of work. Career Ventures, Inc . offers resources in: Job Seeking Skills training, Volunteer opportunities, Paid-work experiences, Job Shadows, Internships (on a case by case basis), Job Placement, and Job Coaching. Contact Wendy DeVore at wdevore@careerventuresinc.com for more information. Courage Kenny SHARE Program is a resource that provides people of all ages and abilities the opportunity to achieve physical and emotional fitness - and just have some fun. SHARE is a service of Courage Kenny Rehabilitation Institute, part of Allina Health, but our list of services includes those offered by other organizations. It's a one-stop shop for activity listings and registration details in Minnesota and western Wisconsin. Duluth Center for Vision Loss offers summer camps designed to sharpen skills needed for success, including Workforce Readiness, College Readiness, Self-advocacy, Mobility, Technology, Independent living, and much more. Students will learn core workforce readiness and adjustment to blindness skills. They will also be given the opportunity to socialize with peers from across the state and to participate in a wide array of recreational activities. The Lighthouse Transition Program is built on the understanding that “now is the time” that youth need to be developing certain core skills that are essential for their future Helen Keller National Center offers programs to students who are DeafBlind which enable each person who is deaf-blind to live and work in his or her community of choice. HKNC offers individualized evaluation and training which will assist students in achieving their own definition of success. The emphasis for the student in the program is to participate in learning opportunities which will lead to successful employment and a full, enriched and independent life in the community. The philosophy of the Center is one of self-determination for all. Minnesota State Academy for the Blind (MSAB) offers Summer School programming for elementary, Middle school and high school age students. Elementary School programs focus on elementary level academics as well as individual goals identified in student IEP’s. Middle and High school students will participate in activities encompassing the three areas of transition (postsecondary, employment, and independent living). National Federation of the Blind offers of variety of local and national opportunities. The NFB BELL Academy is designed to provide intensive Braille instruction to blind and low-vision children during the summer months. EQ is a week-long learning opportunity that gets blind students excited about STEM by offering hands-on learning experiences. Visit www.nfb.org and www.nfbmn.org for more information. Stone Arch Employment Solutions, Inc. Email Cori Giles at cori.giles@comcast.net for information. Summer Transition Program (STP) provides experiences to address the specific transition needs of students who are Blind, Visually impaired or DeafBlind. STP complements each student’s core curriculum at their local school by providing individualized opportunities in the three transition areas identified in their Individualized Education Program (IEP). These unique transition activities, as part of the Expanded Core Curriculum, give each student the opportunity to increase independence in their school, home, community and work environments. Dates for 2018 are June 13-25. Email Julie Kochevar at julie.kochevar@ahschools.us for information. Thank you for listening. You can follow us on Twitter @BlindAbilities On the web at www.BlindAbilities.com Send us an email Get the Free Blind Abilities App on the App Store. Transcript Take Full Advantage of Transition Services: Enhancing Opportunities for Success - Meet Kylee Jungbauer (Transcript Provided) Kylee: State Services for the Blind can be included in on that plan but then we will also have an employment plan for the students as well. Jeff: Kylee Jungbauer, Rehabilitation Counselor for Transition Age Students. Kylee: We like to keep our students busy during the summer, that's what I tell all of my students so yep, if you're working with us we expect that you're working your plan and obtain that job goal. Jeff: Voices from the success stories of transition age students. Student 1: State Services for the Blind played a role in helping me figure out, for one thing what I wanted to do after high school, and then where I wanted to go to college, and then also they assisted me with helping me find a job. Student 2: Training in stuff relating to technology and all your use of computers and phones, what's the best way that works for you. Student 3: So I was very lucky to have an IEP team that was familiar with working with a blind student. Jeff: Learn about the transition unit at State Services for the Blind. Kylee: I think another way a parent can be involved is just to have that expectation of their student that they will work, and have that expectation that okay yes, they need to learn how to cook, how to do their own laundry, how to clean because the parents aren't gonna be around forever right. Jeff: Kylee is part of a team at State Services for the Blind in their transition unit. Be sure to contact your State Services and find out what their transition team can do for you, and for more podcasts with the blindness perspective, check us out on the web at www.blindabilities.com, on Twitter at Blind Abilities, and download the free Blind Abilities app from the app store, that's two words, Blind Abilities. Kylee: But I think more importantly, is taking a step back and saying, okay, do you have the skills to actually go to college, do you have you know, the advocacy skills, do you have the technology skills, do you have the technology that you actually need? Jeff: Kylee Jungbauer. Kylee: Yep. Jeff: Is that right? Kylee: Yep, yep. Jeff: Welcome to Blind Abilities, I'm Jeff Thompson. Transitioning from high school to college to the workplace, it's a journey that most of us have taken, or some of us are looking forward to, and we'll be talking to Kylee Jungbauer. She's a transition counselor at State Services for the Blind. Kylee is going to talk about the services that you can receive to enhance your opportunities whether in college or gaining employment in the workplace. She's going to talk about the transition unit at State Services which will help you navigate your transition journey and make available all the resources, training, and skills, and confidence that you'll need for the journey. Kylee welcome to Blind Abilities how are you doing? Kylee: I'm great, how are you? Jeff: I'm doing good thank you. I really appreciate you taking the time to come down to the studios to share with us what you do for clients of State Services for the Blind. Kylee: Yes of course. Jeff: So Kylee, what is the transition unit at State Services for the Blind? Kylee: We work with youth about 14 to all the way up to 24, so college students as well, and we help them move through their transition from high school to either college or high school to just starting off with their first couple of jobs, we look at what their job goal is, or if they don't have a job goal, bringing them to that, with looking at different interest, inventories, or getting different work experiences so they can try different jobs and see what they really like. Jeff: When you say 14 to 24, so 14 you're talking about students who are in high school? Kylee: Correct yep, so when they're in high school we work with in conjunction with their schools and their TBVI's to supplement what they're already getting or maybe give suggestions, expose them to some different technology, and things that maybe they aren't getting in their school. Some schools provide a lot of adjustment to blindness training, and some schools do little, so we like to supplement especially during the summer when they're out of school. Jeff: And why is that? Kylee: Just to get them prepared for life, like I said transitioning out of education, you know high school, a lot of the services are provided for them, they aren't really having to advocate hopefully too hard for those services versus when they're an adult, they're kind of on their own and they have to learn how to do those things and advocate either in college or in their first jobs. Jeff: And what kind of options are there for the summer? Kylee: We have a lot of summer programming that some of it we provide, a lot of it the various vendors provides anywhere from more social to adjustment to blindness training, where, you know learning Braille, learning orientation mobility skills, a lot of Technology in Duluth, since it's so far away they have some online courses where you can work with them remotely I guess from anywhere in within Minnesota, so there's a lot of different options. Jeff: When you were talking about the TVI's teachers for the visually impaired, you're talking about the district teachers? Kylee: I don't know if they're considered district teachers or not but the district's hire them, yeah the schools provide that service. Jeff: And that's where they start their individual educational plan. Kylee: Yep yep, the TBVI's, they're included in it, the students will also have a case manager that kind of runs the whole thing and makes sure that the goals that are written on the education plan are being obtained or maintained or changed as needed, and State Services for the Blind can be included in on that plan but then we will also have an employment plan for the students as well with their job goal, or if there isn't a job goal then we, we just put something generic while we're exploring different careers. Jeff: So they actually have a simultaneous education plan segueing into a employment plan? Kylee: Correct yep, they'll have an education plan and an employment plan at the same time up until graduation of course, and then it will just be an employment plan with State Services for the Blind, and that will bring them through either their first job or college. Jeff: Well that's a good segue. Kylee: Yeah. Jeff: How does State Services or the transition work with the districts or the Department of Education in Minnesota? Kylee: We like to be invited to all of the IEP meetings so please invite us, that doesn't always happen, just because sometimes they get thrown together really last minute and as long as the parent and the student can make it they kind of just go on with it but, it's good for us to be there so we can see what the school is providing and maybe advocate for more, maybe make suggestions, or see where we can supplement in during this school year, you know sometimes students have time on weekends or after school, or especially during the summer time when they're on break. We like to keep our students busy during the summer that's what I tell all of my students, so yep if you're working with us we expect that you're working your plan and obtain that job goal throughout the school year and then especially during the summer when you're on break and you have that extra time, Jeff: Are there internship programs available to transition-age students in the summer? Kylee: Yes definitely we can work with a vendor but we also have our work opportunity navigator, Tou Yang, and he works with a lot of the students that I'm working with to get them internships, paid summer jobs, if they're interested in working during the school year that's great too, or doing Job Shadows so they can check out different jobs. Some students have this career goal, they know they want to do it but they haven't really talked to somebody who's in the work field actually doing that job, and they may find that oh it looks like it's a lot more data entry and paperwork versus client contact and so maybe they don't want to do that, or maybe they want to be a photographer but they don't want to have to figure out their own taxes or anything like that, so they'll look into working for a company versus going out on their own. So different things that they just don't know because they haven't had that experience. Jeff: Experience that will help them formulate their career goals. Kylee: Right exactly, yep so each career goal on our end has to be looked at, explored, and we have to determine if it's feasible, so if we have a student who wants to be a dolphin trainer for instance but doesn't want to leave Minnesota, that's probably not going to be something that SSB will support just because once they graduate you know, they won't be able to find a job here in Minnesota, so yep. Jeff: Maybe moose training or something but not dolphin training. Kylee: Yes. [Whoosh Sound Effect] Jeff: So if someone wants to explore a career, is there a resource here to help them do that? Kylee: Yep work with Tou, and also we've got a couple different websites that we can either send to our students or sit with them and work one-on-one with them to do some exploration that way, and hopefully the student are getting that in their school as well, hopefully. Jeff: So Tou, you say he's the employment navigator, he actually contacts companies, works with companies to know what they want and educate them on what to expect probably, and then brings people in for opportunities? Kylee: Yep, yep he has a background in working and doing job placement for other companies in the past so he has those employer connections which is great as well, but yep he brings students out to look at people out doing the actual job that they may be interested in so they can see the intricacies of it and still interested in that after learning the ins and outs or if maybe it's not for them and they want to explore other options. Jeff: So Kylee, how do parents get involved, do you have contact with parents of transition students? Kylee: Definitely, parents can be as involved as they want to be of course if their student is a minor, they have to be there for any signing of documentation, but after that they can be as involved as they want to be, kind of feel that out with both the student and the parents. Sometimes I just meet with my students one-on-one during the school day or whatever is convenient for them, but sometimes the parents want to be there, sometimes I can send an email to the parents after a meeting just giving them a recap. If I'm sending internship opportunities or things that need to be filled out with the student and maybe the student isn't the most responsive, I'll just CC the parents on the email just to make sure that everybody saw that it needs to be sent back. But I think another way that parents can be involved is just to have that expectation of their student that they will work, and have that expectation that, okay yes they need to learn how to cook, how to do their own laundry, how to clean, because the parents aren't gonna be around forever right, and they also hopefully won't be following their student to college, so if they need those skills just like any other person. But on the flip side of that, we understand that for a college student, or college bound student it is normal for them not to have those skills. I think college bound students kind of figure out how to do their own laundry once they show up and they dye a white shirt red for the first time and then they're like, okay maybe I need to figure this out, so that's totally normal but I think yeah, for parents to have that expectation that their students work and most people I know had to have a summer job so they could pay for their gas, pay for their the clothes that they want, or the new phone, or you know what have you, so yeah just having that expectation that their student will go on in transition just like any other visual person, so yeah. Jeff: You brought up a good point about you know, the parents are probably their first advocate that they have coming along in life, and there's comes a point in that transition process where a student has to start considering taking over that advocacy, advocating for themselves, like when they don't get a book on time that they can't always depend on their TBI or disability services, they get to a point where they start to have take responsibility for laundry like you said, all that stuff. Kylee: Yep yep, we have a whole Student Handbook that we go through and it has expectations of you know all the documentation that we need before semester starts, but I think more importantly is taking a step back and saying, okay do you have the skills to actually go to college, do you have you know the advocacy skills, do you have the technology skills, do you have the technology that you actually need, the knowledge of the different apps, you know to get your books online, right now it's Jesse that's working with all of our students, but getting our transition tech involved and they come in for a tech assessment to see what they have right now and what they'll need with both technology and technology training. So I have a student right now we're getting her tech package in but also we're planning for the training that she'll need in preparation for going off to college because surprisingly, her typing skills aren't that great, so that's something she knows she really needs to work on because all of those papers that she's gonna be writing, she's gonna need those skills, yeah super exciting, skills that you'll need right. [Whoosh Sound Effect] Jeff: I've seen reports where like colleges said that people are coming in and they're not prepared, and I've also seen where people come in but they end up being like a week or two behind because they're just trying to use this new technology that they don't understand yet and you have to be able to hit the ground running when you enter college. Kylee: Right yes, I talk a lot about that you know, college is high school times ten, you know you don't have a whole week to learn about one chapter in a book, and then have a test on it maybe a week later, it's like five chapters in one week, so you have, yeah right exactly, you have to be able to hit the ground running. So making sure that they're connected with the disability services at their college and they know the ins and outs of how they ask for accommodations, if they need extra time with test taking, anything like that, knowing how to get all that stuff before they go into college. I talked to my students about how some teachers are fabulous with accommodations and some just don't want to deal with it, or they haven't really had to deal with it in the past, so having those advocacy skills are huge. Jeff: Yeah I always suggested when I went in, I learned right away that, send in an email to each teacher, each professor, six weeks in advance if you get that opportunity, to start setting up that communications, and get that underway, rather than trying to set something, because everyone's busy that first week. Kylee: Definitely yeah. I know when I went off to college for the first time, I was terrified to talk to any of my professors, but you don't have that you know option when you need accommodations, you just have to go for it, and feel you know, be comfortable, or maybe you don't have to be comfortable with it, but you have to be able to at least do it, so yeah having those skills is huge. Jeff: Yeah and it does get more comfortable, and as long as you do get comfortable with it, it just puts it back, you just move forward from there. Kylee: Right exactly. Jeff: What words of advice for someone who is transitioning from high school to college to the workplace? Kylee: I would say make sure that you have all of your technology training down, your orientation and mobility, make sure that you're comfortable with that. I think a lot of students are comfortable in their school settings, so some that have some vision may not even use their cane, but I think it's important when you're out in public especially when you're learning new locations to have those orientation mobility skills down, because yeah you will need them. Advocacy skills as well because you need to be able to talk to your employer and let them know what you need and feel comfortable with that, yeah it's very important. Jeff: Yeah because most colleges aren't that one building school. Kylee: Exactly yep, and a lot of the students that I work with we offer orientation mobility skills, multiple semesters so they can learn their new path, you know each time. After a student's been on campus for a couple of years they pretty much know the layout but, I have no problem each semester bringing in orientation mobility, you, just right away so they feel comfortable with where they're going. Jeff: Well that's great, Kylee how does someone get in contact with State Services for the Blind for the first time? Kylee: The best way to do it is to contact, if you're in the metro to contact our St. Paul office, and they will get you connected with Meredith Larsen, and Meredith does all of our orientation and intakes, and orientation is provided twice a month at different times, so you can come in, learn about all of our services and decide if this is the right program for you. If so then she'll meet with you one-on-one and do an intake and have you sign an application at that point and that kind of, your signing saying yes I'm dedicated to this program, and then from there you'll start working with a counselor. If your you're in the metro it'll be either me or Ashlyn, and if you're in Greater Minnesota there's different counselors out in those areas that also work with our transition youth. Jeff: That's perfect, well Kylee, once again thank you so much for taking the time out of your day to come down to the studios here and sharing with us, believe me it's been a wealth of information, so thank you very much. Kylee: Yep, thank you. Jeff: It was a real pleasure talking to Kylee and be sure to check out the show notes where you can find out how to contact State Services for the Blind, and you can find the summer programs that are listed, and some job opportunities you could have for helping out at the summer programs, and to contact State Services in your state be sure to check out AFB.org where they have resources where you can find the services offered in your state. This podcast is produced in part by State Services for the Blind, live, learn, work, and play. [Music] And a big thanks goes out to Chi Chow for his beautiful music, and that's LChiChow on Twitter. Thank You Chi Chow. Once again, thanks for listening, we hope you enjoyed, and until next time, bye-bye. [Music] [Multiple voices] When we share what we see through each other's eyes, we can then begin to bridge the Gap between the limited expectations and the realities of Blind Abilities. For more podcast with the blindness perspective, check us out on the web at www.blindabilities.com, on twitter at BlindAbilities, download our app from the app store, Blind Abilities, that's two words, or send us an email at info@blindabilities.com, thanks for listening.
TVI Toolbox: Success Stories, Tools for Success - #BeMyEyes App, Meet Jeff Mihiletch Blind Abilities presents the TVI Toolbox. Where the collaboration between Teachers, Counselors, Parents, Agencies and the Students themselves help enhance the opportunities for success. Transitioning from high school to college and the workplace is a major step and the beginning of lifetime goals and aspirations. As Jeff Mihiletch, this month’s featured interview in the Success Stories portion of this podcast, puts it, “Braille is a tool he wished he would have given a better chance.” From the TVI’s to the Agency counselor’s and program specialist, working together along with parents as well, is creating more opportunities and successes for Transition age students. Sharing experiences through Success Stories, sharing programs that make a positive impact, sharing ideas, findings, upcoming events and the Tools for Success all play a part in making the transition process a natural progression and better understood by all. On The Horizon is a bulletin space for upcoming events, information and resources submitted by listeners and our staff. You can submit to On the Horizon by emailing Jessica Hodges. The Success Stories feature an experience of a Transition Student, whether they are attending college, preparing for college or are now employed, the Success Stories brings a positive and a sharing of the experience of transitioning from high school to college and the work place. Here are the links to the information we bring to this episode. Scholarships from the National Federation of the Blind Perkins Program for Students Blind, Inc Summer Programs Summer Transition Program (STP) Extended School Year Program Deb Peterson at DPeterson@916schools.org Check out your State Services by searching the Services Directory on the AFB.org web site. State Services for the Blind of Minnesota We offer tools and training for employment and for helping seniors remain independent and active. As Minnesota’s accessible reading source we also transcribe books and other materials into alternative formats, including audio and braille. We assist Minnesotans who are blind, DeafBlind, losing vision, or who have another disability that makes it difficult to read print. I hope you find what you need here. We've also created a Tips for Using Our New Website page. If you’d like to apply for services, learn more, or have more questions, just give us a call. You’ll find contact information for all of our offices on our contact page, or you can call our main office at 651-539-2300. You can submit to the On The Horizons segment by email to jessica.Hodges@state.mn.us Thank you for listening. You can follow us on Twitter @BlindAbilities On the web at www.BlindAbilities.com Send us an email Get the Free Blind Abilities App on the App Store. Full Transcript: TVI Toolbox: Success Stories, Tools for Success - #BeMyEyes App, Meet Jeff Mihiletch (Music) Dacia: It's your job, disability or not, to know what you bring to the table, and sell that. That's your job. Narrator: Welcome to the blind abilities TVI Toolbox. I'm Jeff Thompson. Dacia: Because they don't have any experience with vision loss, so they're thinking to themselves, "I don't know if I could do that if I couldn't see right. I'm not sure that they're going to be able to do that." That's what... there inner monologue isn't about you, it's about what they think that you can't do, and their bias. Narrator: TVI toolbox is a tool for teachers, for agencies, for clients to enhance the opportunity and the understanding of transition services. Professionals talking about the services they provide. Teachers of the visually impaired talking about topics of transitioning from high school, to college, to the work place. Students talking about their journeys, there successes, and some of the barricades and brick walls that were in there way, and solutions, tips, and tricks on how they got through it. Dasha: We try to help them develop resumes right from the beginning. We would like some body that even as young as fifteen sixteen to have a resume that they can continuously add to, to build on. It really puts in front of them a more realistic view of "Ok, well I can add this to my resume. I can do this because I can add that. This is going to bring value." It kind of gives them more of an ownership of there experience. Narrator: That's (probable spelling mistake here,) Dasha van Alstine. She's an employment program specialist at state services for the blind, working with clients, counselors, and employees, to optimize the opportunities for successful employment. Dasha: I always tell people, if you go into an interview, and you're thinking that you're not the best candidate, you're probably not. Narrator: On this episode of TVI Toolbox, we'll be talking about employment. We'll be hearing more from Dasha van Alstine, and the success story today features Jeff Mihiletch, with A BS degree in Business Administration. And Jessica Hodges with On the Horizon, where she brings you recent news and events with particular interest in the transition process with a blindness perspective. And the tools for success spotlight is Be My Eyes. It's an ap that, well, kind of speaks for itself. Now, here's employment program specialist Dasha van Alstine. Dasha, welcome to blind abilities. Can you tell our listeners what your roll is at state services? Dasha: Hi Jeff. I am a program specialist for the employment team at state services for the blind. Narrator: Tell us a little more about the employment team. Dasha: The employment team works with various counselors and customers on anything from the very beginning of how to choose a job goal, all the way up to when it's time to close your case. So are you ready, do you have everything you need, do you need additional training, we're there all along the way. Whereas a counselor looks at an entire situation, we look at everything from absolute employment Narrator: Dasha, for a transition student, what would a first meeting with the employment team look like? Dasha: That can be at any type of stage, it depends on... if somebody has done a lot of research various...market information on their own, we might not meet with any of us until later. Someone who really needs some help and some direction with trying to figure out what they want to be, and what that's going to look like, and where the doors are going to open, they might meet with us right away. Narrator: So first they work with state services, then when it comes time to think about employment, that's when they get handed off to the employment team? Dasha: Well, preferably, they wouldn't just get handed off to our team. We would want to have some sort of relationship with them from the beginning. I'll give you an example. A college student, someone who knows that they're college bound know they want to go to college to get to a career, we'll look at them right before it happens and say, "Ok, what is your job goal? What do you want to do? What are the various avenues to get there." We'll work on what is the most appropriate way from point A to point B, for you, with college in the middle there. And then, in college, a lot of times there will be some check ins. We'll check on them, hey, how's it going? Have you thought about an internship yet? Are you working during school? Do you need help finding something. You know, what can we do to assist you?" We make connections for them, and sometimes we help them find part time employment, or find there internship. A lot of times, we'll work with the school to try to figure that out with them, to try to get them more independent and not depending on us. And then, when they're getting ready to graduate, sometime before the last semester, we help the figure out, you know, it's time to start looking. Because ideally, you want a job before you graduate, you want that job to be ready for you. Narrator: Dasha: With the age of transition students, I imagine that a lot of them have not had too much job experience. Does the employment team have a component for people to learn about job interviews and filling out resumes? Dasha: It's different for each person. That begins whenever appropriate. Some people, especially our young people, We try to help them develop resumes right from the beginning. We would like some body that even as young as fifteen sixteen to have a resume that they can continuously add to, to build on. It really puts in front of them a more realistic view of "Ok, well I can add this to my resume. I can do this because I can add that. This is going to bring value." It kind of gives them more of an ownership of there experience. Every aspect of every case is so different. There are some people that need us to do the resume and then walk them through what we did. There's other people that we just give some guidance to, and they do it. you know, everything is so individualized, it's wherever it's appropriate for each individual case. Narrator: That's great. Dasha, there's a saying, don't judge a book by it's cover, but in the employment situation, in job interviews, can you tell us a little bit about first impressions? Dasha: First impressions are really important, especially if you have a vision loss, because there's a really good chance that whoever you're meeting has never met someone with a vision loss before. There's no back ground there. They're going to base whatever experience they have with you, and project that onto every other person that they ever meet in the future who has a vision loss. When you meet somebody, especially if you're going in for an interview, you want to make sure that first of all, you're nice to the receptionist, because if you're not nice to the receptionist, the person interviewing you is going to find out, and you're not going to get that job. Just saying, the receptionist, that's the barrier there. Be nice to them. And second of all, once you do meet somebody, and if you have to follow them, make sure that you're comfortable, and don't be afraid to ask for information. Left or right? Where's the room? Don't be afraid to ask those kinds of directions.. With first impressions, you want to make sure that you are well put together. You want to make sure that you don't go into a business with saggy clothes, or with dirty clothes. You want to make sure that your hair is, you know, presentable, that you're not wearing baseball caps. You also want to make sure that you can speak clearly, concisely, have some confidence, that's going to be really important to an employer. Even if you're just walking in to pick up an application. Just go to the receptionist, be nice, "Hi, you know, my name is so and so. I was wondering if you're hiring. Can I get an application? Even something as simple as that. That goes a a long way. You also want to make sure that when you do talk to somebody, especially if it's an interview, you're going to get that, "Tell me about yourself." You could even get that when you meet an employer at a job fair, or an internship fair. Tell me about yourself. You want to make sure, especially if you have more of an obvious disability, you want to make sure that you kind of address that in a way that makes it so they're not thinking about that, they're thinking about your skills. A lot of people make the mistake of never saying anything, and then an employer, the whole time that they're talking is thinking well... Because they don't have any experience with vision loss, so they're thinking to themselves, "I don't know if I could do that if I couldn't see right. I'm not sure that they're going to be able to do that." That's what... there inner monologue isn't about you, it's about what they think that you can't do, and their bias. So it's up to you to make sure that you sell yourself. Sell your skills. Tell how you do things. Go into it with confidence. Know what your skills are ahead of time. Know what you have to offer the employer, and just go into it that way. And this is not just with employers. This is also useful with your professors. Narrator: Dasha, I was just doing an interview with a business owner, Susan Robinson. She said that she'd never hired a person because they had sight. She always hired a person because she felt they could best do the job that she needed to get done Dasha: Yes, it's all about the what can you do for me. Employers hire because they have a job that they have to get done. They don't hire because they want to feel good. They don't hire because they want to spend a bunch of money. They do it because they have a job, and they have to get it done. So your job is to make sure that they know you can do that job, and not only that, but you can bring stuff to the table so you're the person can help them get that done. You're the best candidate, and this is why I always tell people, if you go into an interview, and you're thinking that you're not the best candidate, you're probably not. If you're going into an interview, and you can't even think of what you bring to offer to the table, the employer's not going to know. It's your job, disability or not, to know what you bring to the table, and sell that. That's your job. Narrator: Selling it!" Dasha: "Selling it." Narrator: "That's what it comes down to, selling yourself, letting the employer know that you have a set of abilities that will help their company succeed. Well, there's that sound, so let's turn it over to Jessica Hodges with On the Horizon. Jessica: "Good day to you all. There are many, many lovely events coming up on the horizon. First of all, the national federation of the blind has some awesome scholarships for students both nationally and state wide. To find out more about scholarships both in your state and at the national level, you can visit www.nfb.org. On the subject of college, Perkins has a program for college students where you live on there campus for nine months, and attend school close to them. It's a good way for college students to kind of get there feet underneath them and make sure that they are really ready, and it's a great way to get started with college. You can visit there webcite to find out more. The national braille press has a guide for those who are interested in apple watches called, "You and Your Apple Watch," by Anna Dresner. You can find that on their webcite, nbp.org. Blind incorporated, the well renown training center for the national federation of the blind in Minnesota has there summer programs coming up, and that means they are looking for both students and counselors. For more information on those, you can go to their webcite, www.blindinc.org. For the style program, ,they're looking for people from July Tenth through August fifteenth, and the buddy program is also looking for people from July Tenth through August Fifteenth. For the prep counselor positions, they are looking for people from June Tenth, to August Fifteenth. The prep is the young adult program, the style is a young adult program here in Minnesota, and the buddy program is the younger children. So, if you would like to know more about that ,visit their webcite, www.blindinc.org. Minnesota has a lovely program for transition aged students called the STP program. An extended school year program, the STP, or summer transition program, is a program designed for students between tenth and eleventh grade who are planning on working competitively and working independently. To get a brochure or have paperwork sent to your school, contact Deb Peterson, dpeterson@916schools.org. If you have any events you'd like included on the next horizon, please email jessica.hodges@state.mn.us. Thank you for staying tuned, and please listen to next time, as we'll have more events on your horizon. Narrator: Well thank you Jessica Hodges. And for more information on all the events mentioned, check the show notes. for the links. And now, our tools for success spotlight. We bring you Be My Eyes. It's an application that hooks the phone to a person that will see through your camera what you're looking at and describe it for you. It's a personal assistant. It's free from the app store, and on Android. So we're going to demonstrate the iOS device on Apple, here's Be My Eyes. Siri? Open be my eyes. VoiceOver: Be My Eyes. Call first available volunteer, button. Narrator: It's ready to go. With a single finger double tap, you're activated, and you're ready to call. But lets swipe right, single finger swipe left to right. VoiceOver: Settings, button. Narrator: Double tap here VoiceOver: Settings, heading. Narrator: Now a flick to the right. VoiceOver: Done, button. Profile, heading. Personal details, Jeff Thompson, button Narrator: Swipe to the right. VoiceOver: Change email, button. Password, button. Languages, heading. Primary language, English, button. Other languages, button. Send us feedback, button. Frequently asked questions, button. Terms and privacy policy, button. Share be my eyes, button. Rate be my eyes, button. Connect with us, heading. Facebook, button. Twitter, button. Instagram, button. Youtube, button. Version: 2.1 Narrator: So this is upgraded, and as you can see you can share this, you can go follow them on Facebook, Twitter, and all the rest of the stuffs there. But one important thing here is this. VoiceOver: Send us feedback, button. Narrator: Send us feedback. This allows you to connect up right with the developers of the app in case you have an issue. You don't have to tweet it out on Twitter and complain or anything like that on Facebook. You can just go here, and send it straight to the main office. There you go. So let's go back. I'm going to do a four finger single tap, near the top of the screen. VoiceOver: Settings, heading. Narrator: Swipe once to the right. VoiceOver: Done, button. Narrator: Single finger double tap. VoiceOver: Call first available volunteer, button. Narrator: All right, so at this point, if I single finger double tap, I'm getting online, so I'd better have something ready for them to do for this demonstration. I think it's coffee time. VoiceOver Using the rear camera. Please wait. Finding the first available volunteer. (ringing sounds) Narrator: And this is where the be my eyes app. .. VoiceOver: We are still trying to find an available volunteer. Narrator: searches for someone that speaks English, someone that's in my time zone. So it searches the world basically, and tries to come up with someone who is best suited for answering my questions. Now this time varies. I've had people pick up in twelve seconds. I've had people pick up in... oh...two minutes. But typically, it's around that thirty second mark. And for privacy reasons, I've changed the voice of the volunteer so it's not detectible. VoiceOver: Connected. Volunteer: "Hello." (there was another word there but I couldn't for the life of me make it out.) Narrator: Hello. Hi, how are you? Volunteer: I'm all right, how about yourself? Narrator: I'm all right. I have a question. I have a kurig machine here, this one. Volunteer: Yep. Narrator: And when I push this down, it's supposed to give me a choice here for ounces. Volunteer: The light is hitting in a way I can't read. I think the... ok, that's better. You have... it says it's ten ounce, and there's an arrow at the top and an arrow at the bottom. Narrator: So down here? Volunteer: Up a little hire. Right there is where it says ten ounce, yep now it's at eight ounces. You're pushing the down button. How do you want it to be? Narrator: I want it at eight. Is that it? Volunteer: Ok. Narrator: So then the other buttons up here, what are they? Volunteer: Well, that would be increasing the amount, Narrator: Ok, Volunteer: and when you're ready, then you move your finger to the left Narrator: Ok. Volunteer: And use this button to make it go, let's see what happens. (kurig noises) Volunteer: It's brewing. Narrator: Well there we go. Thank you very much. Volunteer: You're very welcome.Have a good day." Narrator: You too. VoiceOver: End call, button. Alert. Are you sure you want to disconnect? No. Yes. Yes button. Narrator: And that was a very nice volunteer. And it wasn't mini mouse, believe me. That voice was changed. And there we go. We got hot cocoa coming. All right, so after the experience is over, this is what we get. VoiceOver: Review your experience, heading.. Thanks for your call. Please let us know if you had any problems during this call, be it either technical or personal. I experienced problems, button. I had a good call, button. Narrator: And that's it. that's all there is to this free app. it's be my eyes in app store, and be my eyes on android in the google play store. And in this success story, we bring you Jeff Mihiletch, who has utilized the services of state services for the blind for many years, from elementary school, high school, college, and the work place. Jeff has found success, and is currently employed, and invited us down to his south Minneapolis office to chat with us. So please welcome Jeff Mihiletch. We hope you in joy. Narrator: Welcome to blind abilities, I'm Jeff Thompson, and I'm downtown south Minneapolis with Jeff Mihiletch, and he is employed and has used state services for the blind before. How are you doing Jeff? Jeff: Good morning, I'm doing good. Narrator: Can you tell us a little bit about your job and what you do? Narrator: I am Jeff Mihiletch. I work in the snap employment and training program, and that is about people that receive food support, snap benefits that they used to call food stamps. If you are an able bodied adult without dependants, it's mandatory now that you be job searching, and my team does the job searching orientation classes and case management for clients that are in that sector of the snap program. I was originally hired for data management, so my job is to look at the referrals every day of new clients coming in, all the different elements, who they are, nationality, when there orientation class is, location and time, and I put it all in a spreadsheet. Then I take that spread sheet, move it into a different spread sheet so it's statistically meant for the entire year, and that's my daily task that I do. I also have broadened my job duties a little bit. My team does orientation class three times a week for new people that are coming onto the snap EMt program. I help out here at the sabathanie center with the Tuesday morning orientation class. So it's a chance for me to get up in front of a group and talk, and move around, helps give my coworkers a little break, because they need to do that orientation class three times a week, and as you can imagine it gets a little repetitive, so they were totally thrilled when I decided to volunteer myself to help out with that orientation class. Narrator: So Jeff, on a daily basis, what kind of accessible devices or tools do you utilize for your job? Jeff: I use Jaws extensively. I have a little bit of vision, so I do use zoomtext sometimes, but only for spot reading, if I can't find a formula or something in my excel sheet with jaws. Primarily though, it is Jaws, almost probably ninety five, ninety eight percent of the time. Narrator: What about in your personal life. Do you use a smart phone with access to it? Jeff: Yeah, in my personal life I have an iPhone seven. I use VoiceOver, a couple different voices, one for Siri, one for the VoiceOver functionality of it. My work, I have a phone for my work, because the phone that is in everyone's laptops, the soft phone from Sisco, is not screen reader accessible, and so that's a reasonable accommodation, my employer provides me an iPhone for my work. So I feel kind of a little geekish, because I walk around with two phones when I'm at work, my personal phone and my work phone. Narrator: that's status isn't it? Jeff: I'm glad that they were able to make that accommodation and provide an iPhone for my work phone calling. Narrator: Now Jeff, when you applied here, how did you get the job? how did accommodations work for you and what was that process like? Jeff: The way I found the job was I had a friend of mien who was blind who works for the county, has been with the county for almost thirty years, and he got a phone call from someone, my boss, who was looking to fill a position, a newly created position. My job did not exist before. And she specifically was looking for someone that had a visual disability. And so she reached out to my friend who was blind and worked for the company to find out and assess any barriers that their were, to see how successful he was at doing his job, and to see how many barriers there were, and from there, he told me about the fact that she was looking for someone who was visually impaired to take this new job. I kind of jumped on that band wagon, and followed up with her, and long story short had an interview, and was hired. My job is not a permanent job. It's a two year contract. I'm a limited duration person, and the snap program, the food stamp program is federal funded. So the county writes my check, but salary comes from the feds, from the agricultural program. Narrator: So Jeff, in your career, education, did you utilize state services for the blind? Jeff: Yeah, I did. All through my education. Elementary school I had a rehab counselor that used state services for the blind all the way through that, through college went to (spelling) babija university, BS in business administration, and minor in psychology and chemical dependency. And state services for the blind helped me out with tuition and books, and that type of thing. Narrator: Great. What is transportation like for you, working in south Minneapolis here? Jeff: In he morning to go into work, I take metro mobility, because it's a relatively direct shot, although sometimes I can get to work in ten minutes, and sometimes two hours, so that's the downside of metro mobility. Going home at night, I do take a city bus. I have to go downtown, and transfer to an express. That's how I do transportation. Not looking forward to winter time, I will say. Narrator: Great. So Jeff, Being someone that has used state services, who has transferred from high school to college to the work place, what suggestions would you have for someone who is in those shoes today looking towards there future? Jeff: I would say if you are a braille user, or have the potential to be a braille user, but also use screen readers, I would really highly recommend still doing the braille thing. Narrator: You said you use Jaws and PC. Now, in the workplace, there's always the debate, you know, should people have a PC or a Mack, and I found out myself that most businesses are Microsoft based, so what would you suggest for someone who's learning technology? Jeff: The county uses PCs, HP brand. Actually, we just rolled out new laptops and we moved to Microsoft 2010 and office 2016. I mean it all depends on the work environment, but you are correct most of the time that it's PC based. Narrator: Jeff, do you want to talk about some of your past jobs? Jeff: Sure. A lot of my job history is kind of broken into clumps. The first is social service, working with developmentally delayed adults, and the second chunk of job history is kind of more customer service type. So the first part, the social service, I kind of fell into that. I moved to Minneapolis after finishing my degree at Bemidji state university, and was really-really desperate for a job, couldn't find one, and it was to the point that I couldn't afford my apartment. I took a job as a live in in a group home for developmentally delayed adults. A good chunk is a little more customer service related, I worked in a large call center for computer hardware dispatch, so I was doing in bound calls with customers and technicians out in the field. Some other jobs I had over the years. I had a really really short gig. I was a very small commodities broker. I found the job through one of the venders that state services for the blind hires. They were looking for someone to do phone work and I was hired and given the job. But the screen reader didn't work at all with their customer management web page that they had. We tried to make it work. After six weeks they let me go, just because it wasn't working out. I also worked for a guy who ran one of the vending stands in saintpaul, and I would fill in for him in the concessions stand while he was out in the field filling vending machines. Did that for a while, and some other kind of odd jobs. I actually at one time was self employed. I went to massage school, became a massage therapist, and tried to do that to make a living. It's a really hard field. It's very seasonal. So that's a little overview of some of my job history. Narrator: Sounds like you're a real go getter. people feel insecure about going into job interviews and that process. And it can be daunting to someone that hasn't done it before. What's your experience like when you go into a job interview? Jeff: The interview process itself, I mean, I'm a partial vision, and it's always difficult to know whether to disclose that up front or not. And though there were times in my life when I would disclose that on the phone up front, and then there were other times when I did not. And it's hard to know if disclosing it up front would automatically disqualify me even before I walked in, or if walking in with a white cane and bumping against a desk or a coffee table or something would have disqualified me. It's always a big debate when you're a partial whether or not to disclose it. that was the one nice thing about my current job. My boss is aware of my current disability and I did not have to deal with that disclosure type thing. I had to deal with coworkers a little bit, and that was a challenge. Again, because I'm partial, I can see to navigate a little bit, but you know, I can't figure out who people are until they say something. When you're a partial, it's harder for other people to grasp of what you can and can't see. Narrator: Jeff, did you ever go through a training center? Jeff: I did. When I was in seventh grade I did a summer school thing at fairbolt. As an adult I did a couple different stints at VLR, adjustment to blindness training program. The focus for both of those times when I went was Jaws and screen readers. But I also did cooking class, the independent skills, worked in the wood shop, which was a really eye opening experience so to speak. I'd never used a table saw. I'd never used a router, that kind of thing. And it was so cool to actually create something myself out of a chunk of wood and have the skill set to do that. Yeah, I've been to VLR a couple times, they do really good stuff. I highly recommend them. And they were the ones the second time through. They were the ones that got me to Jaws. Because before, I would really try to use zoomtext as much as I could, and it was causing headaches and back strain, because I was leaning forward too much. So the second time I went through, I said, "I really want to get to the point where I can faze out magnification and just do jaws mostly. And so they got me to the point where I could use it exclusively and functionally. Yeah, the adjustment to blindness centers were very helpful. Narrator: That's vision loss resources on Franklin and Lyndale down in Minneapolis. Well, I want to thank you for coming on to blind abilities and sharing your story, your journey, thank you very much. Jeff: You are welcome. Hopefully my perspective is useful and helpful for you young people out there, you know, in the path of education and early job searching. Good luck to you, and I wish I would have had this technology when I was going to college. It would have made my college experience much easier, much less stressful, maybe a few less gray hairs. Narrator: I don't think we can get around the hairs, we can blame it on whatever we want but... well thank you very much Jeff. Jeff: Thank you very much Narrator: It was a real pleasure talking to Jeff Mihiletch and learning about his transitional journey from high school to college to the workplace, and his experiences job to job. And you can find out more about state services for the blind and the services they can offer you on the web at https://mn.gov/deed/ssb. And in other states, be sure to contact your state services, and see what services they have for you. And be sure to check the show notes for the American foundation of the blind. They have a link to all the state services in all the states. Stay tuned next month where we bring you episode three of TVI toolbox. And a big thank you goes out to CheeChau for his beautiful music that we use for the podcast. Thank you CheeChau. You can follow Cheechau on Twitter @lcheechau. Thanks for listening, we hope you enjoyed, and until next time, by by.
Jason Jaynes: @jasoncjaynes Jeff Wilson: @ProfDumpster Show Notes: 00:53 - “Professor Dumpster” and Founding Kasita 05:33 - The Startup Industry 07:45 - Building the Kasita Team and Creating the Design 12:25 - Integrating Devices 16:33 - Challenges of Building These Ecosystems 24:36 - Controlling the Ecosystem: Will there be third-party developers and applications? 30:16 - Device Cohesion and User Experience 33:23 - Privacy Resources: Data for the People: How to Make Our Post-Privacy Economy Work for You by Andreas Weigend Kasita is hiring! Transcript: CHARLES: Hello, everybody and welcome to The Frontside Podcast, Episode 78. My name is Charles Lowell, a developer here at The Frontside and your podcast host-in-training. With me today are Jeff and Jason from Kasita. Now, Kasita is one of the most exciting products that I think we've gotten to work on here at Frontside in the last five years. We're going to be just talking about it because, I think it touches on a lot of the aspects of what makes software development and startups and just the emerging economy exciting. I'm really thankful that we get to have you all on the podcast. Welcome Jeff and welcome Jason. JEFF: Thanks for having us. JASON: Excited to be here. Thanks, Charles. CHARLES: Now Jeff, you are the founder of Kasita, the CEO and I believe your official title over there is 'Professor Dumpster.' Maybe you could actually unpack for us a little bit of what does that title mean? How did Kasita come about and what is it today? JEFF: A couple of years ago, I did a radical, social experiment around housing. I went and sold everything I own for a dollar an item out of a 3000-square foot house and moved into a 33-square foot used trash dumpster for a year. The idea of that project was to live in 1% the size of an average American home and try to use 1% the energy and water of the average American home. The project took a little bit of a twist, you might say and about part way through it when the dumpster started getting tricked out, I started thinking about the whole nature of housing and how we need to do something different and how that grand future probably would not be a gated community of dumpsters. CHARLES: Now, I assume you cleaned out the dumpster before you actually went to live in it. JEFF: Yeah, it was a fixer-upper. We give it a bit of a scrub and did some testing to make sure there wasn't anything nasty left in there. That went for about a year and a couple of months after that, I actually first set down with Jason because he was the only person that I knew in the entire startup scene, in the entire world. He said, "Wilson, you had some crazy ass ideas like this dumpster thing you told me about. This one might actually work, this Kasita thing." Here we are today, we're working together. CHARLES: Wow. This was something you just did on a lark. You didn't have the idea of starting this business but it was actually through the process of actually living in this dumpster for a year that the idea emerged or was there a master plan going in? JEFF: I don't know, Jason do you remember any kind of master plan when I first told you about the dumpster? JASON: No. When we first met to talk about the dumpster, it was an early morning, I believe in 2010 or 2011 and you're incubating the idea. At that point in time, there was nothing on your mind or you aren't looking towards the future of housing at all. You were just trying to figure out how you were going to move into a dumpster and people thought you would be crazy. Of course, I've validate it and I thought people would think you would be crazy. CHARLES: That is a pretty radical idea, the future of housing being 1% of what it is now. How do you see that playing out? How is that possible? How do you shift people's mindset away from that? JEFF: One of the bigger things we're trying to do with Kasita, there needs to be a massive shift in the wider way that we live in our homes. As everything else is moving towards on demand and as a service and as everything's being sort of productized, those are some of the core ideas behind Kasita. We think about Kasita a lot more like an iPhone or a Tesla than we would think about it as a single family home or an apartment block or even a micro-unit. That's why Jason and I are standing together here today is I represent a lot of ways, a kind of vision and origin story of Kasita but in a lot of ways, Jason represents the future of the software and integrated IoT that's going into these things. CHARLES: There is definitely a lot going into these things. I remember when Jason first started telling me about it because it is like an iPhone or a Tesla but, I think especially the Tesla is a great analogy because you have not just like a normal software or even really a hardware project, you've got architectural concerns. You've got manufacturing concerns. You've got, I assumed geopolitical concerns in terms of the politics around zoning and housing and real estate, all rolled up into a big startup. When I think startup, I think let's get a web application up and running and we're providing some service. This is cross-cutting at least five industries, it feels like if not more. I'm curious, what's been the experience in terms of wrangling that aspect because I think it is very unique in a startup today but it got me wondering is this going to be the normal in five years? JEFF: We've seen a movement recently in the venture community. Even a few years ago when we first started raising money was highly-regulated industries are hard, hardware is hard, "Thank you very much. We're going to go looking for our next two Stanford computer science dropouts to shove into a wee work and not have to deal with all of this kind of stuff." I think I've seen a shift to where people from the individual level up to the folks funding these things, see the massive opportunity in highly-regulated complex problems like housing and you're right. Jason and I are looking out over our shop floor here where we've got guys out there that are plumbers or traditional electricians all the way upstairs here to folks that have been mayor pro tem of large cities with PhDs. Bridging all of those individuals into a startup culture and then looking at the complexity of the landscape from a regulatory standpoint, autonomous cars are a breeze relative to the kind of complexity we're dealing with. CHARLES: Did you know this complexity walking in or was it a classic overoptimism? JEFF: No, it wasn't classic overoptimism. I'm always asked, "Are you a designer? Are you an architect? Are you a real estate developer? Are you a technology guy?" and I think if I would have been any of those besides a guy living in a dumpster, I wouldn't ever been crazy enough to try this. It's one of our core precepts as well. Jason had never worked with IoT stuff before. Our head of manufacturing used to build LEDs for Philips. Our quality guy inspected Cadillacs. Our manufacturing engineer built Boeing jets. The ideas that we're not pulling a lot of people from these traditional industries, we're pulling smart people that are passionate about our mission and to solve this, what is really a Rubik's Cube of a problem. JASON: Yeah, I think the other thing to add to that that Jeff is not getting himself enough credit is that from very early on, Jeff always looked at Kasita as a product that was going to incorporate multiple disciplines. He was very careful in how he orchestrate it and built the team to make sure that he was bringing the right expertise and the right areas together and then forcing those different disciplines to figure out how to meld and work together to build the Kasita. But the Kasita was from the beginning just about building a micro-urban home. It was about building a product of which part of that was a home, where people live obviously, but there's a whole lot more to it that we're working towards. I think even go back and Jeff, it might be relevant for you to talk a little bit about the approach that you took to just create an initial design for Kasita, which I think is revolutionary in itself. JEFF: A big part of our DNA was product from conception. When I was living in the dumpster, I recruited a couple of the top architects in the country really to help me turn that dumpster into a home. The way you're trained in architecture school, I think a lot of folks come in there with Buckminster Fuller kind of dreams and you're told pretty quick that you better bring things up to code and you better make things that sell or you're not going to eat when you get out of here. The idea was that we would start off with a product designer and not design a home. The kind of struggles in the dumpster taught me that we needed to go at a different approach so I went and recruited an industrial designer. One of the requirements for that person that he or she had never designed a home. This person had lived under a staircase and never designed a home so I said, "You're perfect." CHARLES: I like that and I'm curious, Jason from your perspective, what was it like to have gone through this? It sounds like what you're doing is asking people to bring their expertise but not their set of expectations like the industrial designer. What was it like for you coming primarily from the software development world to step into this pan-technological realm and what was that experience like and what were the things that stretched you and you found surprising? JASON: I think early on, I realized that it was going to be a bit more challenging maybe than I thought. Really, what it required was me to think outside of my discipline. Obviously, not only from the perspective of what we were doing on the IoT frontend, how we were melding software and hardware together but then going all the way over to the physical building structure and thinking about on a weekly, daily, hourly basis on how we are interacting with the other disciplines. An early example was, and this is one that I remember that's quite funny is one area that we wanted to make sure that we had covered in our research and understanding from IoT perspective was smart locks and how we were going to provide a smart locks for the data. We went out and did a lot of investigation, brought a number of leading smart lock solutions into the lab and tested them and narrow our list down. Then I recall vividly walking over to the architects to excitedly tell them we had selected our smart lock that we were going to use. They very quickly inform me that that lock wouldn't work because we needed a mortise lock and not a standard door lock. I realized that you can't work in a vacuum and just solve your problems. You have to be working together to make sure the solutions and the products you're selecting at work in accord with the overall design. That's continued to manifest itself. Every day, I'm down on the manufacturing floor, working directly with the electricians and others to make sure that our equipment is placed properly, where are we going to place our equipment, how are we routing around plumbing and pipes and other things that exist there and how are we locating things properly. It's an ongoing experience, which has definitely taken me out of my traditional software role but it's done so in a very exciting way and I've enjoyed it. It's just realizing that you have to actively be communicating across the organization with all groups and really, you can't take anything for granted. CHARLES: The number of different disciplines and technologies is really staggering, even if you limit it to just considering the set of devices that you're integrating. I was actually hoping we could talk a little bit about that. Now inside each Kasita, at least the ones that you're building right now, how many different devices do you have? How do you take all these different devices and turn them into a product or integrate them into something that itself is one product? JASON: If you were just to look at the technology bill of materials, what the products are that we're incorporating into our current Kasita design, there is around 50 different products and product parts that we're bringing together to build out the technology solution. If you narrow that down to what the end user is actually seeing and looking at, there are about seven noticeable products that the end user would see or they would recognize everything from a Sonos connecting amplifier to an Amazon Dot to a Nest Thermostat. Obviously, getting to that list of bill of materials and deciding on that 'subassembly of technology pieces,' took us quite some time in a number of iterations and a lot of outside engagement and talking to experts and trying to decide what were the best devices to bring in. But the other side of the equation was something that we kind of decided very early on in the process and kind of thinking the world of first principles was that, we wanted to make sure that Kasita was the primary interface to the user. We didn't want somebody else sitting between us and the end user. We wanted to be able to work with other products but we still felt at the end of the day that the end user, when they were living inside of a Kasita, when they were controlling the Kasita, when they were changing the state of the Kasita, they needed to go through our interface. With that as an initial first principle, you can begin to imagine that all the other parts of the system architecture and the way that we design things, the way that we select products and built things, it begin to derive themselves. Everything from that, immediately we needed an app and lo and behold. We were able, fortunately to work with you guys, the Frontside, to help us get our initial app concept up and going. It went from there and I can talk more about it. CHARLES: I think I really like that as a first principle. I really just want to inject a vigorous sense of agreement because I think it's so important, especially when this is the place where you're living. You want to imbue that inhabitant with a sense of ownership and control. I don't know if you would be able to do that if there were a bunch of different touch points and it didn't feel integrated under one product. In other words, this is my home, this is my Kasita. Is that the idea behind making sure that there was really only one interface? JEFF: We prefer to say 'Mi Kasita.' CHARLES: I love it. JASON: Absolutely, that's the idea. I think from a consumer perspective, if you've ever personally gone out and ventured through the halls of Home Depot or Best Buy and purchased some smart products off the shelf and brought them into your house and try to get them up and running, you very quickly learn that. It's not only challenging to get these devices connected in a way that you can control them but there's also this notion of there's an app for that. Every physical device you ended up putting in your how, has its own app for control and that becomes very overwhelming in a very short amount of time for the user. We did not want that to be the case with the Kasita. We wanted them to walk in the door from day one and immediately feel at home and feel like they have complete control of the Kasita, in much the same way when you go purchase an iPhone or you purchase a new Garmin watch or you purchase a new Android device, you're up and running with that ecosystem and you're interacting with that interface. We wanted people to be interacting with the Kasita interface to control their home because that's part of the product. CHARLES: I like that. It must present some unique challenges because I think you said it best. Every single device that you have comes with its own ecosystem and that ecosystem has its own APIs, its own web interfaces, its own applications and though there are walls around those ecosystems, what are some of the challenges you encounter in trying to punch holes through those walls so that you can hand information and control from one ecosystem to the other while providing a seamless experience to the user? JEFF: When you're talking about that, Jason one of the things that is often left out of this equation is at this specific point in space-time, it's very difficult to do that. But then to have any sort of semblance of planning for the future and future-proofing the system as developers usually call it, one of the reasons why you don't see a lot of Nest thermostats in multifamily development is because a developer knows that they're not going to ever have to replace a normal light switch. If it's a Lutron switch or if it is a Nest thermostat at some point, it's going to have to be replaced. Not only the physical replacement of the stuff but from a software side, making sure that we can continue to communicate with these devices in the future, I think is a big problem to solve. JASON: That's absolutely right. I think very early on, we recognize and realize that we were going to have to build software and a component that acted, if you will as a gateway for sitting between the end user and the end devices and facilitated the control of the end devices. Obviously, being able to accomplish that, one of the challenges is and I think, Charles you've seen this in your world because I know you've got experience with IoT is this whole proliferation of standards and protocols like if we're going to talk to the lightbulb or we're talking via Z-Wave or ZigBee, or do we have to go through a Philips Hue hub because that's the only way to actually communicate with it. Is there a separate way via Thread or Bluetooth you communicate with this device? In a very quick fashion, you get to this point where you can imagine that you've got a physical hardware controller that has four different radios in talking to four different device types. One for talking to Z-Wave, one for talking to ZigBee and it becomes overwhelming. We did a lot of research across the protocols that were available, mapping them across the devices. Early on, we were excited about the potential of Z-Wave but more recently, where we've shifted our attention quite honestly is looking for devices and device manufacturers who see the opportunity and Wi-Fi enabling their hardware devices and then providing either direct control of those devices in an IP-centric way over a local area network or even through the cloud. What that affords us back to Jeff's future-proofing concept is if you have Wi-Fi up and running and the device can get on the Wi-Fi network and there's a way to communicate with it, then it makes it a lot easier for us to sit between the user and that device and send commands and control that device. The other side of that, which I think continues to be a challenge and will be a challenged for the foreseeable future is a lot of the device manufacturers to the point that you brought up are still forcing you to go through the cloud to communicate with their devices. They don't allow for a local area network communication directly with the device and there's good reasons for doing that. But what that means is if you lose internet connectivity, you no longer have control of that device. CHARLES: Obviously, you've got probably pretty strict criteria about what it takes for a device to be integrated with Kasita. Is that a nonstarter right there? JASON: It's actually not. A nonstarter with be the device communicates via protocol that we can't interface with or the device works over a Wi-Fi network but has no API for controlling cloud or local. The third piece of that equation and fundamentally is the final nonstarter and really probably should be the first one and it's one that we take into consideration every time is that there should be a physical override for the user if internet connectivity is lost. What I mean by that is if we select a smart switch and the smart switch goes offline and there's no more connectivity, the user has still be able to walk to the wall and press the power button and the light should come on. There always has to be an ability for the user to fall back to the same old fashioned physical control in the absence of Internet connectivity or local area network connectivity. But the primary things are ability to fall back to physical control, ability to communicate over Wi-Fi or standard IP-based protocol, then the third one would be some form of API access, either remotely via the cloud or locally via the local area network. CHARLES: Wow, that's actually a great list. It's got me wondering, obviously you've encountered devices that have fallen on both sides of that divide. Do you feel like that's just a blip and we're going to be trending more towards devices that are happily and easily integrated or are we still seeing some moving and jostling as people maybe try and corner little parts of the market and make their device deliberately make it not easy so that you'll try and force people into that ecosystem? JASON: The latter, however we have two guerillas in the market right now that I think are helping drive the other direction in the way of Amazon and Google with Google Home and Amazon Echo. What they're doing is they're saying, "If we sit in the center and one of the interfaces for voice control for the user to control their home, then we're only going to work with devices that we can communicate with and that we can control through the cloud," and quite frankly, what that does is it puts the burden back on the device manufacturer. You could actually say three if you threw Apple in there. I don't want to leave Apple out with HomeKit. But my point is that the device manufacturer now has to find a way that the end device can either communicate via standard TCP/IP network-based connectivity that we all know and love from a developer community perspective or they have to insert a hub into the equation that can handle that form of communication and then communicate over its own proprietary wireless connection, which is in the case of Philips Hue, it's exactly what they do. JEFF: I would draw analogies here to some people get really tired of this, particularly the real estate people of me talking about the iPhone but that kind of leap into and integrated piece of hardware and software. There were certain things happening in 2007 that didn't make the iPhone or something like it, something that might happen but something that had to happen. This kind of cold death to the universe that we could see with all of these walled-off ecosystems, go in their directions and iterating into a space to a nobody owns anything and nothing talks, I think Kasita is a solution to that to where we're looking like combine all this stuff under one roof and build a single user experience, much like not having to pull your Palm Pilot out of one pocket, you're Rio MP3 player out of another and you're your Razor or whatever it was out of the other like integrating into a single experience, rather than a sort of convenience, which is what a lot of the IoT spaces right now in these walled-off ecosystems. CHARLES: That actually makes a lot of sense and clarifies it in my mind quite a bit. It clarifies one thing but then, immediately raises new questions. When the iPhone first came out, you had a set of basic integrations between your MP3 player and your web browsing and your calling and calendaring, so and so forth. Then, I don't know what was it like, a year and a half later, they actually came out with an SDK so that you could actually develop apps -- third-party developers could actually develop. Sell and distribute in apps -- to the iPhone. We're all really happy with the way that worked out. I guess my question is does this analogy carry forward then also for Kasita? Is there a future where you have third-party developers who are actually selling integrations or apps that would run on this integrated IoT product that is Kasita or am I stretching the analogy too far? JASON: I think the analogy is good with the exception that we're not looking to control the entire IoT ecosystem in a way that Apple maybe had look to control the mobile phone ecosystem with providing all of that in one box and the iPhone. We want to work with numerous hardware providers and even from that perspective, numerous folks that want to provide interfaces into our system. As we develop an architected Kasita technology system, we've taken an API-first approach and that's allowed us to build our user application layer right on top of that API but in the future, we see the opportunity to work with third-party developers to extend that, up on that and build their own interfaces to the end user. Then on the other side of the equation, if you think about what's actually controlling the devices, we're architecting that system in a way that a hardware manufacturer could take an SDK and add Kasita support for their product directly in and make it plug and play when it gets to the Kasita. We definitely see the opportunity, Charles to reach out and allow everybody to be part of this. We consider it quite frankly, a necessary thing. But we don't also want to pretend that we would look to control the whole ecosystem because we just don't have that level of scale, if you will. JEFF: And you know -- CHARLES: Not yet. JEFF: Yeah, and we try to keep our ego in the dumpster, so to speak as well. CHARLES: What would a third-party app even look like in the context of Kasita? Have you thought of like what are some things that you might be able to do? JEFF: If you don't want to call it directly an app, I think the first stage -- Jason and I haven't talked about this -- maybe more like an Alexa Skill to where you can have the Kasita do certain sets of tasks around a particular experience, which we're already building into the system the idea of moods but I don't know in terms of apps. JASON: Yeah, it's actually a really good idea. Even though we haven't talked about it, it always scares me a little bit when my boss is coming up with ideas on the fly that we have to implement but -- JEFF: But actually we will have our first -- we're going to call it a skill app, a Kasita skill app. We'll be releasing that say, October 1st. CHARLES: You heard it here first, folks. JASON: To take Jeff's idea a little further, I think that is an interesting concept when you think about the Kasita as being an end product and you provide interfaces whether it's the ability for people to write skills that tie into the Amazon Echo or an IFTTT-type capability. The Kasita, as a whole can be controlled -- all the lighting, the sound, all the different temperature, etcetera -- so now you're asking end users to write skills, to control the entire state of the building or of the home and not just doing it on a one-off basis writing skill to turn this light on and off or set the thermostat to this level. You basically box all of that together and make it much easier for people to get from Point A to Point B through our system. JEFF: Could you say that we're turning the entire Kasita into a board for people to play with, like treat the Kasita as your breadboard? JASON: I think there is some opportunity for that to the degree that will allow the user to have that much flexibility on the hardware side. I think it is still up for question but I think there's a lot of opportunity there, Charles and not only inside of the Kasita but then you can begin to see other applications as Kasita begin to multiply and people use them from many purposes. Let's take a sample of somebody owns 10 Kasitas and they use them as Airbnb properties and they allow users that live in Kasitas to come in for a short period of time into their Kasita and bring their Kasita profile with them. Immediately, they can make the Airbnb Kasita feel exactly like their Kasita feels when they're at home. Those are some interesting opportunities and ways that we see this technology potentially evolving. CHARLES: So it will have the same moods, the same behaviors. Any customizations or third-party extensions would also be in effect provided they were software-based? JASON: Yep. CHARLES: That would actually be quite amazing. I guess the other question I have in terms of hackability of Kasita is we're very interested in the IoT space and very interested in these products and we have some side projects here at Frontside also like I do a bunch of hobby stuff at home, where I try to integrate a bunch of these things. But one of the things that I really like about what you all are doing is that it's very much 'omakase' in the sense of there's an option of 10 smart locks, there's an option of this thermostat, there's an option of a million different devices but what we've done or what you've done is selected ones that we know are going to work well together. We've built the software, the control systems, both computer control systems and human control systems to get them to work together as a cohesive product. I would love to do is say, "I would just like to buy that product for my house," even though my lame tinkerings with smart switches, smart locks and audio controls and lighting, which are fun and gratifying the first few times but they don't really play nice together, give you that super sweet feeling. JEFF: This goes to the overall philosophy of Kasita. We want a turnkey, one-click housing solution. Not only for finding you a place to rent so that you're not fishing around on Craigslist for roommate or having to pay some outrageous fee in New York. You don't have to go mattress shopping. At some point, you should just have to show up with your iPhone and your toothbrush. When you start thinking about the technology inside, it's almost like folks don't really care what kind of Foxconn chip is in their iPhone or even if it was Foxconn that put it there, they just want it to work and they want it to be seamless and turnkey. It sets up a whole philosophy around, not only our smart kid in the Kasitas but it shouldn't even be a smart kid anymore. At some point, it should just be an experience so ultimately, what sort of UX inside of the Kasita are all of these things bringing you. I shouldn't have to really look at a blue glowing dot that lights up every time I walk by it to be at a comfortable temperature in my house. I shouldn't need a black tube over on my desktop that I yell commands at. I just talk or it should anticipate those actions. That's a future that I look forward to in Kasita to where we move away from having to tinker with devices and even knowing what those devices are to a true-like depth of experience. CHARLES: I like that a lot. Now, one thing that we haven't covered. We touched on it a little bit at the very beginning of the show when we talked about people feeling in control and feeling like they're truly the owner of the space is the issue of privacy. Obviously, there's a lot of a user's behavior that's going to be passing through software channels as their intentions move through the devices in the Kasita. Of course, all of these devices, they have their own ecosystems, their own vendors so how do you ensure that people's data is going to be protected, especially as it moves through potentially a bunch of different public clouds. JEFF: Yes, we gave a lot of thoughts to this. Actually, Jason put me on to this book called 'Data for the People' by Andreas Weigend. We took some inspiration on that, from that and set out on what we call it the four cornerstones of this future of the connected home. Those are agency, transparency, security and then the actual benefit that you get from this home. I gave a talk at South by called, 'The final frontier of AI is in your living room.' If that isn't black mirror, creepy enough to attract enough people, I don't know what is. In that talk, I won't take them out of order. First, we need to make sure that we're focused on transparency. Do people know what's actually being collected on them? I've been toting around my iPhone for 10 years. I'm pretty sure they know everywhere that I have been since then. I'm not really all that sure. Second, agency. Can I actually do something about it? Are we allowing people the ability to switch off, switch on, control where that data goes? Then third, security. Are we providing another level of security above what you would get out of the box? I'll let Jason talk about that in a minute. Then, the last is benefit. Am I getting ads? Am I getting a slightly better news feed focused on ads or am I getting my rent subsidized? Am I getting a better user experience, better sleep within the connected home? Those are the ways that we think about that in a bigger level. CHARLES: Is the idea that there's no benefit than it's exploitative? You want to make sure that there's benefit? JASON: Yeah, I think that onus is if you taking individual data and using it, then the onus is on you as a data collector to try to provide benefit back to the end user. If you can't do that, then I think the question should be why are you collecting the data in the first place? our goal is really looking at it from the perspective of if we know when users are turning lights on and off and what they're setting the temperature in their house to and when they're going to sleep at night, when they're waking up because we know when they turn everything off and turn it back on -- JEFF: Or where this things on the floor are from the vacuum robot. JASON: Yeah, exactly. If we have insight into that information, how are we taking that information and combining it in a valuable way that benefits the end user? I think that's the first question that we have to ask when we start looking at the data that we're collecting. But at the same time as Jeff said, that data collection really has to be based on this notion of agency, transparency and privacy or security. An agency is simply I have control over whether my data is collected. Transparency, from the perspective of I understand how my data is being used and where it's being sent and then of course, security, I know that my data is being securely transmitted and stored. When you think about security, we spend a lot of time thinking about not only the data at rest -- once it's been collected is it properly being stored and encrypted and protected -- but then how is that data being transmitted and are we putting the proper fail safes in place to make sure that somebody else can easily gain access and take control of my home and of the things that are important to me by finding back doors into the system and ways to breach them? Those are the cornerstones that we think about and we put first and foremost in our mind as we build out our architecture, build out our system and as we begin to take that data and to turn it back in useful and interesting ways for the end user. CHARLES: I think that's really important. I think it's a great comfort to hear that you all have a framework for thinking about this so that it's going to be integrated into every aspect of it. I think it's just so important, especially when it's something as critical as the space in which you're living. It's good to hear that it's not just an afterthought but that it's something that's been integrated from the start. Well, Jeff, Jason thank you guys so much for coming by and talking with us. I really think that Kasita is an exciting product and I think that it was an exciting project, certainly for us to get to work on, even though we were only seeing a very small sliver of it. We still got to perceive the whole enchilada that you guys were working on and see that just what a unique startup that really is, not just you're moving outside of software, integrating a bunch of different devices, integrating that with a unique home that's going to be designed, architected, manufactured and then thinking, then even rolling it up a degree further about how is this going to be integrated into the urban spaces in which we live. I hope that we see more startups that really engaged all those different disciplines. I think that with the technological changes that are happening, that's more and more a possibility. The price on software, the price on materials, the price on these smart devices is all coming down so it really enables people to take on scopes that might have been just completely impossible, even with someone who's overly optimistic. I hope that people look to it as an inspiration and it really was a great project for us to work on. I also understand that if someone does want to jump into this space and get involved, you all are hiring. JEFF: That's right. We are hiring for a broad range of positions. We're expecting to be doing a lot, more hiring soon. You can go to Kasita.com/Work and at the bottom of the page, you can also see that we have an open house here in Austin every Thursday morning from 9:30 to 11:30. The folks can come in and check out the crib. CHARLES: All right. Fantastic. I certainly really enjoyed getting the tour the space, what was that? Back in March? When you revealed the baby units? JEFF: Yeah, it was March at South by. CHARLES: Yeah, it's really something to see. If you are in Austin or you live here, take the time, go see it. It's really cool. With that, I guess we'll wrap it up. Thank you everybody for listening and as always, you can get in touch with us at @Frontside on Twitter or Frontside.io or send us an email at Contact@Frontside.io. Thank you all and see you next week.
Jeff Adams of Artesian Farms On this episode, Romy catches back up with Jeff Adams of Artesian Farms in Detroit. She interviewed him in Season 1, and his hydroponics facility has changed immensely. Jeff has had a lot of investor engagement. He has taken on program-related investments, loans, and direct equity. It has been an interesting journey. Great song by Astray at the end.http://bonfiresofsocialenterprise.com/wp-content/uploads/2017/06/ar2.jpg () http://bonfiresofsocialenterprise.com/wp-content/uploads/2017/06/ar3.jpg () http://bonfiresofsocialenterprise.com/wp-content/uploads/2017/06/ar1.jpg () http://bonfiresofsocialenterprise.com/wp-content/uploads/2015/02/Artesian-farms-social-media.jpg () Full Transcript Read Full Transcript Introduction Hello, everyone, this is Romy on with you for another interview about social enterprise and the fires that keep it burning! On this episode, we catch back up with Jeff Adams of Artesian Farms in Detroit. We interviewed him in Season 1, and his hydroponics facility has changed immensely. Jeff has had a lot of investor engagement. He has taken on program-related investments, loans, and direct equity. It has been an interesting journey. And, as usual, we have a song for you at the end by a Detroit artist. Let's jump over to Luke to see what he has for our Fun Fuel today. Fun Fuel Hi! This is Luke Trombley, and I am bringing you the fun fuel for this episode. When you think of farming, you typically think of an open field out in the country with tractors and farm animals. But, the ancient Mayan people were excellent at farming by hand. Using many systems of agriculture, they were able to feed their people as the population began to rise. In the mountains, they used what is called step farming. It was called this because the crops would look like giant steps. In swampy areas, they used raised earth platforms that were surrounded by canals. In forests, they used a tactic called slash and burn to create a farming surface, and then dug canals into that area to keep the soil wet for plants. I hope you enjoyed this fun fuel. Enjoy the Episode! Transition Thanks, Luke! We people are so inventive and adaptive. So amazing. Lots of ways to farm. Okay, let's keep rolling into the farming discussion with Jeff from Artesian Farms. We were on location so you might hear some blowers and such in the background. This is part of my interview with Jeff. Main Interview Romy: Welcome back to the podcast. Jeff: Well Thanks, Romy, I appreciate you invited me back. It's been two years since we opened back, it actually was two years on Earth Day, it was April 22nd on 2015 that we had our little event here, we had our first prototype rack system built and since that time we've expanded, a little slower than what we anticipated, but we are rapidly expanding now, so it's really exciting right now. Romy: Now let's catch everyone up. What's the size of the facility now? Jeff: The size of the facility, square footage wise is 7,200 square feet of which about 6,000 square feet is dedicated for growing lettuce, kale and basil and currently, we have 14 unites activated that are growing those products with 26 more planned, and of those another 11 of them are already installed and ready to go, we're just waiting to volume now. Then we've got another nine units that we will be assembling here in the next 60 days. Romy: We know because I've been talking with you on the side, but there's quite a demand for this hydroponically grown produce, isn't there? Jeff: Yeah, there's a real demand for locally grown product period, whether it's hydroponically grown or traditional farming grown, whatever the case may be, but anything you read in the culinary and in the food world, everything's focused on local. You see a lot of the restaurants promoting local farmers, both urban farmers and farmers from around southeast Michigan, and then you also see retailers, the grocers that are promoting the same...
Panel Jeff Biggus (twitter blog) Rod Schmidt (twitter github infiniteNIL) Charles Max Wood (twitter github Teach Me To Code Rails Ramp Up) Discussion 00:32 - Jeff Biggus Introduction HyperJeff Network 01:38 - The Accelerate Framework Audio Video Images Pure Math Functions 11:11 - Accelerate Framework Tricks 12:35 - Clang Extensions 17:30 - Libraries 23:06 - Gotchas 28:39 - Mac -> iOS 31:25 - The Convolution Integral 33:49 - Finding the Accelerate Framework 35:35 - Audio Picks F-Script (Rod & Jeff) Nathen Harvey: Learning Chef (Chuck) Start your free trial of Enterprise Chef (Chuck) Chef (Chuck) Cocoa Literature (Jeff) Next Week Custom UI Controls with Sam Davies Transcript Transcript CHUCK: Hey everybody and welcome to Episode 25 of the iPhreaks Show! This week on our panel, we have Rod Schmidt. ROD: Hello from Salt Lake! CHUCK: I'm Charles Max Wood from DevChat.tv. I just want to give you another quick reminder that you can find out about my freelancing journey at GoingRogueVideo.com, it's a 30-minute video detailing how I went from laid off to freelancing successfully. We also have a special guest, and that is Jeff Biggus. JEFF: Hello! CHUCK: Since you haven't been on the show before, Jeff, do you want to introduce yourself? JEFF: Sure! I'm a Mac and iOS programmer, I work for my own company, have for about 17 years now. Lately, it's been all Mac and iOS, maybe for the last 7 years or so, and I come from a background that's maybe more science, like academic science, but now I do a lot of just general programming stuff. CHUCK: Awesome. What kinds of things have you been academic-ing or studying or whatever? JEFF: [Chuckles] I used to do a bunch of computational physics stuff. So I was in the physics world for a while, and before that, I was an electrical engineer. It was a lot of very practical engineering type programming. Ugly code that got the job done. CHUCK: Boy! That sounds like what I do! JEFF: [Chuckles] CHUCK: Ugly code that gets the job done. JEFF: Exactly, yeah. Which is basically what I do now; except it's a little more elegant these days. The tools are much nicer. CHUCK: Awesome. So, we brought you on today to talk about the Accelerate Framework. JEFF: Yeah. CHUCK: It's part of the standard suite of the libraries you get from Apple, it looks like. Can you explain briefly what it is or what it does? JEFF: Sure! It's a set of, really, C Libraries. It's called the Framework. Normally, when you hear framework, you'd think Objective-C framework, but this is all C-level calls. The goal of it is to give us set of functions, a humongous set of functions, that can allow you to do common tasks much faster because they're heavily optimized. As a consequence, that actually saves battery life so you get more power and better energy use. I would even like the case that if you get into it, that your code is actually often better; it's cleaner and it's more maintainable going forward. CHUCK: Huh! What exactly is it used for? JEFF: When you look at the framework, it looks like there are basically 3 areas that it seems to hit which is Audio, Video, and Images, and also Pure Math functions. But, since everything under the hood is all just bits, sometimes, whether it's something is an image or audio or math, it's just that your perspective on things. A lot of times, these functions that are in there can be used for even really mundane tasks that you might not be thinking about them as. You might grab an audio function to do something where you’re simply doing some very simple calculation for something that has nothing to do with audio. CHUCK: Got you! ROD: I would imagine game programming would use a lot especially 3D… JEFF: Oh, sure! Game programming seems like the easiest place to get the most immediate impact from this, but also, Video and Image Processing. Actually,
Panel Jeff Biggus (twitter blog) Rod Schmidt (twitter github infiniteNIL) Charles Max Wood (twitter github Teach Me To Code Rails Ramp Up) Discussion 00:32 - Jeff Biggus Introduction HyperJeff Network 01:38 - The Accelerate Framework Audio Video Images Pure Math Functions 11:11 - Accelerate Framework Tricks 12:35 - Clang Extensions 17:30 - Libraries 23:06 - Gotchas 28:39 - Mac -> iOS 31:25 - The Convolution Integral 33:49 - Finding the Accelerate Framework 35:35 - Audio Picks F-Script (Rod & Jeff) Nathen Harvey: Learning Chef (Chuck) Start your free trial of Enterprise Chef (Chuck) Chef (Chuck) Cocoa Literature (Jeff) Next Week Custom UI Controls with Sam Davies Transcript Transcript CHUCK: Hey everybody and welcome to Episode 25 of the iPhreaks Show! This week on our panel, we have Rod Schmidt. ROD: Hello from Salt Lake! CHUCK: I'm Charles Max Wood from DevChat.tv. I just want to give you another quick reminder that you can find out about my freelancing journey at GoingRogueVideo.com, it's a 30-minute video detailing how I went from laid off to freelancing successfully. We also have a special guest, and that is Jeff Biggus. JEFF: Hello! CHUCK: Since you haven't been on the show before, Jeff, do you want to introduce yourself? JEFF: Sure! I'm a Mac and iOS programmer, I work for my own company, have for about 17 years now. Lately, it's been all Mac and iOS, maybe for the last 7 years or so, and I come from a background that's maybe more science, like academic science, but now I do a lot of just general programming stuff. CHUCK: Awesome. What kinds of things have you been academic-ing or studying or whatever? JEFF: [Chuckles] I used to do a bunch of computational physics stuff. So I was in the physics world for a while, and before that, I was an electrical engineer. It was a lot of very practical engineering type programming. Ugly code that got the job done. CHUCK: Boy! That sounds like what I do! JEFF: [Chuckles] CHUCK: Ugly code that gets the job done. JEFF: Exactly, yeah. Which is basically what I do now; except it's a little more elegant these days. The tools are much nicer. CHUCK: Awesome. So, we brought you on today to talk about the Accelerate Framework. JEFF: Yeah. CHUCK: It's part of the standard suite of the libraries you get from Apple, it looks like. Can you explain briefly what it is or what it does? JEFF: Sure! It's a set of, really, C Libraries. It's called the Framework. Normally, when you hear framework, you'd think Objective-C framework, but this is all C-level calls. The goal of it is to give us set of functions, a humongous set of functions, that can allow you to do common tasks much faster because they're heavily optimized. As a consequence, that actually saves battery life so you get more power and better energy use. I would even like the case that if you get into it, that your code is actually often better; it's cleaner and it's more maintainable going forward. CHUCK: Huh! What exactly is it used for? JEFF: When you look at the framework, it looks like there are basically 3 areas that it seems to hit which is Audio, Video, and Images, and also Pure Math functions. But, since everything under the hood is all just bits, sometimes, whether it's something is an image or audio or math, it's just that your perspective on things. A lot of times, these functions that are in there can be used for even really mundane tasks that you might not be thinking about them as. You might grab an audio function to do something where you’re simply doing some very simple calculation for something that has nothing to do with audio. CHUCK: Got you! ROD: I would imagine game programming would use a lot especially 3D… JEFF: Oh, sure! Game programming seems like the easiest place to get the most immediate impact from this, but also, Video and Image Processing. Actually,