advice

107: Leveling Up Health Data Security with Susan Blais

“Know your workflows!” Sage advice from Susan Blais as she described her experience in choosing the best technologies to optimize her sales and client engagement processes. As a Long-Term Care Professional (LTCP) she knew her decisions must be rooted in data security and HIPAA compliance. Now, she has a strong foundation in place to handle surges in demand for LTCP insurance. Learn how Susan reached this point and expand your knowledge about LTCP along the way.

Special Guest: Susan Blais, Founder & CEO – Susan Blais Insurance

Location:  Paso Robles, CA   USA

Show Notes:

  • 7 Keys to Being Well Taken Care of When You Need it Most: Download Susan’s free ebook about Long-Term Care insurance – 7 Keys Ebook – Susan Blais
  • Salesforce: a cloud-based, integrated Customer Relationship Management (CRM) software that brings companies and customers together.
  • HIPAA: the Health Insurance Portability & Accountability Act – a law passed by the U.S. Congress in 1996 designed to enforce policies, rules, and regulations to reduce health care fraud and abuse, including the protection of patient data.
  • Fiverr: a digital platform matching service providers with potential customers.  Susan referenced Fiverr as the resource she leveraged to find a Salesforce consultant.
  • Match My Email: a software that imports emails directly into Salesforce for streamlined communication. It enables email integration with Office 365, Apple Mail, IMAP, GoDaddy, Zimbra, Rackspace, and more. Match My Email is the gold standard in email syncing and logging tools for Salesforce.
  • Paubox: a HIPAA-compliant email system providing secure and data-encrypted communication for modern healthcare.
  • Acuity: a web-based scheduling tool.

The Key to Long Term Planning & Care with Susan Blais (Susan’s Interview on Operation Freedom):

Related Episodes:

  • Episode 021: Improving Quality in Healthcare Operations with Jarvis Gray
  • Episode 049: Vetting Doctors to Promote Patient Safety with Dilsa Bailey
  • Episode 074: Love Hudson-Maggio’s Data Management Process

 

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Credits_______________

  • Producer & Host: Alicia Butler Pierre
  • Editor: Olanrewaju Ade
  • Sponsor: rVidi

 

More About Guest, Susan Blais:
Susan Blais is a certified Long-Term Care Professional (LTCP) who has helped thousands of individuals, families, and business owners lay the foundation for self-reliance in their elder years.  She has a Master’s degree in marriage and family therapy, along with professional coach certification from Coach Training Institute. This training helps her counsel families on how best to communicate their needs and desires to their loved ones in addition to preparing financially for their care.

As an independent advisor, she is not tied to any specific insurance company and can scan the market for the right product for each client. She treats each client as a friend and seeks to find the solution that is just right for them, without any kind of pressure. She sees herself as a guide who points the way and offers options, letting each client come to the decision that is in their own best interest.  Susan is a member of several professional organizations and enjoys giving back by offering workshops on various topics to community members. She is active in charities that help rescue children and animals from abusive or negligent situations.  For fun, she enjoys adventure travel, hiking with friends and dogs, and a good glass of wine while reading a thought-provoking book.

More About Host, Alicia Butler Pierre:
Alicia Butler Pierre is the Founder & CEO of Equilibria, Inc. – a 15-year-old operations management consulting firm. Her career in operations began over 20 years ago while working in various chemical plants and oil refineries. She invented the Kasennu framework for business infrastructure and authored, Behind the Façade: How to Structure Company Operations for Sustainable Success.  It is the world’s first published book on business infrastructure for small businesses. Alicia hosts the weekly Business Infrastructure podcast with a global audience across 35+ countries.

 

More About Sponsor, rVidi:
rVidi is the easy app that lets you communicate via video soundbites in your own time in a public or private group setting. Learn more and download for free at rVidi.com.  Currently available for iOS; Android development coming soon!

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088: Partnering for Profit with Keith L. Scott

Business partnerships don’t have to end badly. K.L. Scott & Associates is proof. When Keith L. Scott started this process management consultancy, he wanted to do everything himself. Two years in, he found himself struggling to keep up with the pace. That’s when he decided to strategically partner, but he did his research first. In this episode, Keith shares how law firms inspired his business model, why he prefers a team of sub-contractors vs. employees, and how to profitably structure an operating agreement.

Special Guest: Keith L. Scott, CEO – K.L. Scott & Associates

Location:  Atlanta, GA  USA

Show Notes:

Related Episodes:
  • Episode 028: Managing Virtual Teams in a Freelance Economy with Sherry Heyl
  • Episode 032: Running Your Business by the Numbers with Charles H. Green
  • Episode 040: Lowering Overhead and Increasing Revenue with Forrest Tuff
  • Episode 079: Dissolving Toxic Partnerships with Dr. Lew Bayer
  • Epsiode 086: Selecting Business Partners with Jason Duncan

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087: Growing Past Bootstrapping with Chitra Lele

After getting blacklisted from a Silicon Valley company, Chitra Lele decided to start her own software consultancy. She realized entrepreneurship was the only way to achieve her vision of working for profit, people, and the planet. But it required capital and lots of it. So she and her team sprang into self-funding action. In this episode, Chitra details the people, processes, tools, and techniques she and her firm relied on to grow past the bootstrapping phase and on to scaling up.

Special Guest: Chitra Lele, CEO – Chitra Lele & Associates

Location:  Coventry, West Midlands  UK

Show Notes:

Related Episodes:
  • Episode 032: Running Your Business by the Numbers with Charles H. Green
  • Episode 057: The One Thing You Need to Know About Conscious Capitalism with Corey Blake
  • Episode 060: The One Thing You Need to Know About Mental Health & Entrepreneurship with Silke Glaab
  • Episode 075: Jenny Jones’  Building Business Credit Process

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086: Selecting Business Partners with Jason Duncan

Great leaders surround themselves with smart people. But when it comes to business partnerships, “Proceed with extreme caution,” warns Jason Duncan. As the founder of a fast-growing lighting company that’s made the Inc. 5000 list twice, he has personal experience with starting and terminating partnerships. In this episode, Jason explains why it’s important to read the fine print of operating agreements and understand all of its terms. Discover the people, processes, and tools he now relies on to make better decisions.

Special Guest: Jason Duncan, CEO – Energy Lighting Services

Location:  Nashville, TN  USA

Show Notes:

Related Episodes:
  • Episode 027: I.P. Protection for Business Processes (Steve Wigmore, Esq.)
  • Episode 029: Minimizing Risk with Decision Science (Robert D. Brown, III)
  • Episode 070: Mariela Dabbah’s Building a Strategic Alliance Process
  • Episode 079: Dissolving Toxic Partnerships with Dr. Lewena Bayer

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085: Scaling Back Before Scaling Up with Dr. Terica Pearson

Dr. Terica Pearson spent her first year in business learning the ropes and getting key processes in place. By year four, she had a full staff of people to help scale her insurance agency. But after tracking their performance, she realized that productivity had actually declined and was negatively impacting the bottom line. In this episode, Terica details her decision to scale back the team she built and instead focus on more hands-on mentoring and training one agent at a time. She also shares her business growth revelations as her mindset shifted from employee to business owner.

Special Guest: Dr. Terica Pearson, CEO – Pearson Consulting Group

Location:  Atlanta, GA  USA

Show Notes:

Related Episodes:

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084: Niching to Scale with Meredith Moore

Meredith Moore isn’t afraid to pivot. As the CEO of Artisan Financial Strategies, she realized she’d have to break free of the traditional financial planning model if she was to realize her dream of scaling and hiring a junior associate. Undeterred by naysayers, she assembled a team of various experts, conducted primary research with academia, and even changed the name of her company. In this episode, Meredith describes the process she underwent to carve out a niche for her business and its positive implications.

Special Guest: Meredith Moore, CEO – Artisan Financial Strategies

Location:  Atlanta, GA  USA

Show Notes:

Meredith C. Moore, Registered Representative, offering securities through NYLIFE SecuritiesLLC, Member FINRA/SIPC, A Licensed Insurance Agency. 1125 Cambridge Square, Suite C, Alpharetta, GA 30009 (770) 587-0281. Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Artisan Financial Strategies, LLC, is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Artisan Financial Strategies, LLC, nor its advisors provide tax, legal or accounting advice.
Related Episodes:
  • Episode 026: Finding Your Niche to Build an Empire with Dee Williams
  • Episode 079: Dissolving Toxic Partnerships with Dr. Lewena Bayer
  • Episode 080: Pivoting into a New Niche with Marco Champion

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