In this episode of "Simply Business," we were joined by Shawn Veitz, Chief Revenue Officer of Tellenium. Shawn offered a fascinating glimpse into his journey from theological studies to leading sales in a tech-driven organization, underscoring the critical importance of honesty and integrity in business. As a company that specializes in managing complex corporate expenses, Tellenium leverages cutting-edge solutions to automate and optimize processes for large corporations.

Shawn delved into the intricate challenges of scaling a business, particularly in an industry where growth must be carefully managed to maintain high-quality service standards. He shared insights on Tellenium’s strategic approach to scaling, which involves a meticulous balance between customer acquisition and maintaining operational excellence. With the company growing from 30 to 80 employees in just over three years, Shawn highlighted the importance of developing internal processes and integrating automation to support the growing demand without compromising service quality.

Listeners will find Shawn's discussion on the use of AI in Tellenium’s operations particularly enlightening. The company utilizes AI to enhance their service delivery, from automating responses to RFPs to improving invoice management through smart technologies. This integration of technology not only streamlines operations but also ensures accuracy and efficiency, crucial for managing the scale of work Tellenium handles.

For any business owner facing the pressures of scaling, this episode offers valuable perspectives on managing growth responsibly. Learn from Shawn’s experiences at Tellenium about how focusing on core competencies, embracing technology, and maintaining a customer-centric approach can pave the way for sustainable expansion.

Join us for a compelling discussion with Elisabeth Gray, the managing partner at the newly founded Gray Ice Higdon PLLC. In this episode, Elisabeth offers an in-depth look into her journey through the legal landscape and the recent formation of her law firm, born out of a split from a long-established firm. With over 26 years of experience in commercial litigation, she provides valuable insights into the entrepreneurial aspects of starting a law firm, emphasizing the challenges and strategic decisions involved in building a firm from scratch.

Elisabeth discusses the ethos of inclusivity and equality that Gray Ice Higdon champions, which is notably reflected in their office design. Every office is the same size, from partners to clerks, manifesting their commitment to an equitable workplace culture. This approach not only fosters a supportive environment but also aligns with the firm’s strategic intent to attract and retain the next generation of legal talent, who value equality and inclusivity.

The conversation also delves into the legal complexities surrounding non-compete clauses, an area where Elisabeth has considerable expertise. She highlights the state-specific nature of non-compete enforcement and shares her thoughts on potential future changes in legislation. Additionally, she addresses the firm’s focus on maintaining core practice areas such as patent law, commercial litigation, and intellectual property, rather than expanding into other legal fields.

This episode offers a rare glimpse into the challenges and rewards of leading a new law firm and adapting to the evolving demands of the legal profession. Elisabeth’s leadership philosophy and the firm’s dedication to a progressive workplace culture provide valuable lessons for professionals across all industries.

In this episode of the Simply Business podcast, we sit down with Megan Williams, the COO of Meritrust Wealth Management, who shares her inspiring journey through the ever-evolving landscape of financial services. From her unexpected start at Vanguard Group to spearheading innovative projects in financial technology, Megan discusses the pivotal moments that shaped her career and led her to her current role at a dynamic new firm.

Megan offers a rare glimpse into the challenges and triumphs of leaving a large, established CPA firm to uphold the integrity and independence of her current team at Meritrust. She delves into the motivations behind this bold move, emphasizing the importance of aligning with core values and the desire to maintain client-first service amidst the pressures of potential corporate mergers.

Throughout the interview, Megan’s passion for leadership and her embrace of change shine through. She candidly shares the difficulties of navigating a company through significant transitions, the strategic decisions involved, and the personal growth that comes from stepping into the unknown. Her story is a testament to the power of confident leadership and the importance of adaptability in today’s fast-paced business environment.

Listeners will find valuable insights on the intersection of technology and personalized financial advice, and how these elements are reshaping the industry. Megan’s experiences also highlight the crucial role of team dynamics and client relationships in the success of a financial services firm.

Join us for an enlightening discussion that not only charts the path of a financial leader but also provides actionable advice for professionals at any stage of their careers. Whether you’re a seasoned executive or a budding entrepreneur, Megan’s journey offers profound lessons on courage, change, and the relentless pursuit of one’s professional ethos.