The Red-Bearded Risk Guy

Hosted by Joshua Keene AKA The Red-Bearded Risk Guy

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Latest episode

Mar 2024

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EN-US

About the show

Welcome to "The Red-Bearded Risk Guy," the podcast that helps business owners and leaders of companies with 50-250 employees protect their people, profits, and public relations. Your host Joshua Keene, AAI, AKA the Red-Bearded Risk Guy, is a commercial insurance, benefits, and risk management expert who has dedicated his career to helping businesses stay ahead of emerging business trends. Join Joshua as he interviews industry experts and shares insights on business growth, strategy, recruiting and retention, sales and marketing, corporate risk management, commercial insurance, and motivation. These weekly conversations will provide actionable advice on the latest trends, challenges, and opportunities facing the business community. If you want to stay ahead of the curve and strategically position your business for success, then this podcast is for you. Tune in to "The Red-Bearded Risk Guy" and join the conversation today!

Listen to episodes

21 recent

March 7, 2024Episode 2144 min

TBT: Breaking Through Ceilings with Craig Wigginton- top 5 hits 2023

Thank you for listening in 2023! We've got some great new episodes lined up for 2024!Along with the new content, we're doing a TBT series featuring 2023's top 5 greatest hits!It's no surprise that Craig's episode on implementing Gino Wickman's EOS model. Tune in to learn from an expert on the Entrepreneurial Operating System. Episode Description:Is your company vision on track? Do you have the “right people in the right seats” to get you there? How do you measure progress toward that vision?Today’s The Red-Bearded Risk Guy podcast interview is with Craig Wigginton, a Professional EOS Implementer who specializes in answering those questions and more! He has been involved in the successful growth, scaling and exit of multiple businesses before starting his own coaching company.He describes how he helps Founders and Leaders get clear on “Vision, TractionⓇ, and Healthy” and elaborates on the importance of clarity in 2 major areas - 1) Getting clear on core values in order to shape your company culture, 2) Getting clear on core focuses that are going to drive the day-to-day decisions you make in your business. Craig runs us through the EOS Model, sharing great insights on its 6 key components! This expert guest gives an excellent overview of Vision, People, Data, Issues, Processes and how all these come together to get TractionⓇ- all based on Gino Wickman’s system and books. Tune in with your host, the Red-Bearded Risk Guy as we learn a ton from this impressive entrepreneur!Reach out to me- or contact Craig on LinkedIn to schedule your 90-minute session, or to ask any EOS questions you may have. If you learn something from this conversation, share it with a friend or colleague that will enjoy it! Be sure to subscribe and leave a review on whatever podcast platform you're using!

March 1, 2024Episode 201 hr 24 min

How to Not Kill Your Business with Erika Andresen

🎙 Exciting News! Episode 20 of The Red-Bearded Risk Guy is LIVE! 🚀🌟 Title: "How to Not Kill Your Business with Erika Andresen"Erika is the founder of EaaS Consulting, LLC. and specializes in business continuity and disaster recovery planning.She draws on a variety of interesting experiences to make this complex topic accessible for small to midsized businesses. These experiences include everything from managing actual disasters, including floods in Missouri and wildfires in the western states. At one point, she was responsible for assessing the risk of dropping bombs in combat zones! She's the author of "How to Not Kill Your Business: Grow Your Business in Any Environment, Navigate Volatility, and Successfully Recover", a great book for business owners who want to get started, but aren't ready to engage a pro like Erika. Learn about:- What is business continuity?- The evolving nature of business risk.- How risk management and insurance works together with business continuity3 ways you can get started with continuity planning for your business:1.) Get the book here: How to Not Kill Your Business: Grow Your Business in Any Environment, Navigate Volatility, and Successfully Recover When Things Go Wrong 2.) Free - How Not to Kill Your Business Worksheet 3.) Connect with Erika: EaaS Consulting, LLC

December 13, 2023Episode 191 hr 1 min

The Swiss Army Knife of Risk and Tax Strategy- 831(b) overview w/ Peter Dawson

The Swiss Army Knife of Risk Resilience and Tax Strategy: Showcasing success stories and case studies of businesses that have harnessed the potential of 831(b) plans for both tax efficiency and risk management.On this episode, we're joined by Peter Dawson, a tax strategy advisor with the 831(b) Institute and tax attorney with Prospera. He gives a great overview of the 831(b) micro-captive policy, which presents a robust solution for businesses seeking comprehensive risk mitigation and tax optimization. This specialized insurance vehicle extends coverage to traditionally uninsurable risks, providing a bespoke shield against unforeseen challenges. It also serves as an amazing tax saving strategy! Tune in to discover how Peter helps businesses transform insurance premiums into tax-deductible expenses, affording them a smart route to both risk management and fiscal efficiency.

October 3, 2023Episode 1846 min

What the Heck is MarTech? Part 2

In part 2, Kathleen shares her insights on making use of new technologies such as ChatGPT and other AI technologies. Companies can’t afford to not at least be experimenting with these technologies. From there, shift our focus to risk management and compliance issues surrounding marketing and your website. We talk about everything from privacy to ADA/WCAG compliance, to cybersecurity. Complying with things like ADA can be part of your marketing growth strategy. Not doing it doesn’t only put you at risk of compliance issues. You’re also missing out on a whole segment of the population that buys products. She talks about the risk about not adapting your “go to market” strategies We wrap up the conversation with an overview of why businesses with MarTech should book an ROI assessment. Contact Kathleen for a MarTech ROI assessment, or to get help with navigating all the shiny new objects in marketing technology. Find Kathleen one LinkedIn to book a free MarTech alignment call!

September 19, 2023Episode 1754 min

What the Heck is MarTech? W/ Kathleen Voboril Part 1

Today’s guest helped expand Oregon Tool’s E-Commerce program, taking it from $2.5 million to $30 million in global online sales in 4 years!Now, Kathleen Voboril, uses this background marketing consultant who helps businesses navigate the overwhelming world of marketing technology! Once again, it comes down to people, processes and technology alignment-this time from a marketing perspective. She addresses the problem of waste when it comes to buying marketing tools and guides us through the 6 most common issues she identified PeopleSkills- Making sure staff has the necessary skills to use relevant tech.Attitude - Getting top down buy-in so that users see the value and start using technology.ProcessesStructure- Getting clear on roles, handoffs etc. Standards- Lack of clarity on objectives and “why we do what we do”TechFunctional fitness- It’s just the wrong tech for the company. Poor Integration/ImplementationWe learn how important it is to get clear on what marketing means for your specific organization, and why havings an unbiased third party to help select the right tech options can help you avoid common headaches. In part 2, we talk about compliance issues surrounding marketing and your website, from privacy to ADA compliance. Complying with things like ADA can be part of your marketing growth strategy. Not doing it doesn’t only put you at risk of compliance issues. You’re also missing out on a whole segment of the population that buys products. Find Kathleen one LinkedIn to book a free MarTech alignment call!Or, contact me for an intro!

September 12, 2023Episode 161 hr 19 min

Building a Winning Sales Team- W/ Josh Maramba

In this episode, we hear from Josh Maramba of Maramba Consulting and SaleTeamHub.We've all heard that a business either grows, or it dies. This is one of the biggest risks to a business, whether it's a start up, or 1000+ employee company. Josh and I discuss how maximizing people, processes and technology is crucial to growing revenue and scaling sales departments. PeopleHiring your first salesperson - what to do before hiring them!Hiring the right sale leader for your current stage of business growth.Ensuring potential employees and your sales department are a good cultural fit.Clearly defining roles and KPIs before hiring.ProcessesThe advantages of 1-on-1 pipeline reviews:Predicting revenue.Increasing deal velocity.Developing sales people.Why your sale process must map onto the customer's buying journey.How processes impact both:Employee satisfaction and;Customer experience.TechnologyHow a great CRM improves pipeline management with:Efficiency and automationForecasting revenueMore data = Better decision makingSwiss Army Knives- How CRMs like Hubspot have consolidated several services into one.What does RevOps even mean? Have a question or want to connect with Joshua Maramba of Maramba Consulting?Book a call here.Maramba's newly launched SalesTeamHub details.Connect on LinkedIn. Joshua MarambaIf you enjoyed this episode, be sure to subscribe and review wherever you listen to podcasts!

September 8, 2023Episode 151 hr 2 min

Guiding Kids Towards Healthier Risks

I’m always ranting about how investing in risk management has great ROI for your business and for the community as a whole. But what about investing in those that are most vulnerable or at risk around us? One of the disadvantaged youth’s challenges is the lack of access to healthy recreation options, Outdoor adventures often come with expensive gear, transportation or know-how that some families just don’t have. Isaiah Adam’s founded Anchors Outdoor Adventures addresses these challenges.They start by acknowledging that kids are the biggest risk takers around. They love to “rebel” and push the envelope.And It turns out, action sports are a great way to scratch a kid’s thrill seeker itch, while hopefully avoiding choices that could rob them of future opportunities. Anchors O.A. provides outdoor events and gear to these kids like skateboarding, fishing, watersports and more!After we learn about this great program, the guest shares his stories on starting and building a non-profit. He shares some of the biggest obstacles and some of the ways they’ve overcome them. If you want to learn more about Anchors O.A. or Isaiah Adams, you can reach out to him on LinkedIn. I’ll link the site in the comments.Listen here: Also available on Spotify, Apple Podcast etc.

September 5, 2023Episode 1439 min

Cybersecurity Programs: A Modern Business Must- Pt 2 W/ Jack Myers

In this 2 part episode, Jack Myers, The Sales & Marketing Director of @Convergence Networks and I talk about this growing threat business of all sizes. He gives a good overview of the recent #oregondmv data breach, which affected millions of Oregonian's information. It was part of a larger attack on #MOVEit, which may have affected as many as 46 million privacy records. Jack shares insights on the most common types of attacks we're seeing and the most common vulnerability, which is #peopleWe talk about the various ways a breach affects small businesses, with one that often gets overlooked- #businessinterruption or downtime. He gives advice on the importance of mastering both your Admin(people, processes, policies) and your Technology(#firewall #endpointdetection #offsitebackups) and how you can't have one with out the other. We discuss taking advantage the new @LaPorte Insurance / @Convergence Networks partnership.The key take-way: A holistic company approach to cybersecurity is critical to the success of your business. It must incorporate, systems and policies, technology and most importantly a well trained staff in order to protect you company and your customers!

September 5, 2023Episode 1351 min

Cybersecurity Programs: A Modern Business Must- Have Pt 1 W/ Jack Myers

Cybersecurity Programs: A Modern Business Must- Have W/ @Jack Myers (he/him) Parts 1 and 2 are live!!!In this 2 part episode, Jack Myers, The Sales & Marketing Director of @Convergence Networks and I talk about this growing threat business of all sizes. He gives a good overview of the recent #oregondmv data breach, which affected millions of Oregonian's information. It was part of a larger attack on #MOVEit, which may have affected as many as 46 million privacy records. Jack shares insights on the most common types of attacks we're seeing and the most common vulnerability, which is #peopleWe talk about the various ways a breach affects small businesses, with one that often gets overlooked- #businessinterruption or downtime. He gives advice on the importance of mastering both your Admin(people, processes, policies) and your Technology(#firewall #endpointdetection #offsitebackups) and how you can't have one with out the other. We discuss taking advantage the new @LaPorte Insurance / @Convergence Networks partnership.The key take-way: A holistic company approach to cybersecurity is critical to the success of your business. It must incorporate, systems and policies, technology and most importantly a well trained staff in order to protect you company and your customers!

August 26, 2023Episode 1250 min

Understanding Your Duties as a Retirement Plan Sponsor W/ Charles Warren

Another episode of the Red-Bearded Podcast is live!!! Episode 12: Understanding Your Duties as a Retirement Plan Sponsor with @CHARLES WARREN, AIF®, C(k)P, CPFAWhen this guest isn’t enjoying the breeze on his Harley Davidson, he’s helping business owners navigate the pitfalls of regulation and compliance while maximizing the success of their company retirement plans. Listen in as Charles Warren, a plan consultant with @Multnomah Group, Inc. draws on his extensive background to share some of the Dos and Don’ts of being a plan sponsor.Get insights on how we should define a successful retirement plan such as:It’s must be optimized for the employees’ successful retirement1-on-1 meetings with employees with employees contribute to the success of a plan.Are participants saving at a meaningful rate, or just checking a box and matching their employer's contribution?The importance of clearly defined processes and a documented plan that is being followed in order to stay compliant. Documentation! Documentation! Documentation!If you have questions connect with @CHARLES on LinkedIn, or reach out to me for an intro! #redbeardedriskguy #ERISA #compliance #riskmanagement #retirementplans #401k #humanresources #savings #commercialinsurance #fiduciaryduty