MSP Business School

In this episode, we discuss how you can set yourself up for long-term success in your job by taking small steps today.  The team discusses tactics to look at the next 5 days and determine which tasks will push the needle short-term and how to integrate long-term initiatives to ensure success in the future. Check us out at  MSP Business School website Subscribe to our YouTube Channel

Show Website: https://mspbusinessschool.com/ Guest Jake Carroll https://www.linkedin.com/in/jake-carroll-3855977/ OSR Manage https://osrmanage.com/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 00:30:00 Robb kicks off today's podcast with a warm introduction to our special guest, setting the stage for the insightful conversation ahead. As we dive into the world of co-management, Robb sheds light on the unique challenges that come with it. 00:03:49 Sharing his own experiences, Jake chimes in with valuable thoughts and practical insights on overcoming hurdles. Robb also shares his personal strategy for effective co-management with IT professionals. 00:07:10 Jake stresses the significance of understanding people's preferences, aspirations, and capabilities. Unpacking the crucial concepts of capacity and capability gaps, he highlights the need to identify these gaps, ensuring clarity about roles and responsibilities. 00:10:33 Jake emphasizes that ‘story telling” is a key. He emphasizes that knowing the challenges your prospects face and demonstrating how you can bridge those gaps, coupled with compelling storytelling, is a recipe for success. Naturally, he goes on to share some tried-and-true tips. 00:14:08 Talking about business risks Jake enlightens us on potential pitfalls that could lead to failure. He places importance on discussing risk mitigation and high profitability with both IT professionals and business owners alike, advocating for a proactive approach to success.

Show Website: https://mspbusinessschool.com/ Guest Name: Carrie Lyn Richardson https://www.linkedin.com/in/carrielynnrichardson/ Company: Croocial https://www.linkedin.com/company/croocial/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 0:1:41 Carrie kicks off the podcast by talking about how she and Robb first met. She also talks about herself, her work experience, and how she started working in the MSP industry. 00:4:59 Carrie describes her company, Croocial. She tells the story of how the company began, talks about the tough times and the good times it had during the pandemic, and explains why she decided to start making podcasts. 00:13:35 Robb asks Carrie about the MSP makeover. Carrie explains in detail what it is, how it's making a difference in the community, and talks about its significant impact on vendors. 00:17:10 Carrie outlines the qualifications required for the MSP makeover. She gives a detailed overview, talks about what vendors will do, shares the topics they'll cover, and explains how to succeed in this new project. 00:20:00 Robb raises the question about the pre-preparations leading up to the podcast recording. Carrie shares insights into the meticulous groundwork essential for crafting engaging and impactful podcast episodes.

Show Website: https://mspbusinessschool.com/ Guest Name: Dan Adams https://www.linkedin.com/in/danielericadams/ Company:  Up-Skill.com Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 00:1:25 Dan starts by talking about his work history in the industry. He shares about the different jobs he's had in well-known companies. He talks about the important changes he's seen happen in the tech industry during his time working. 00:3:30 Brian talks about Dan's book, "The Tech Nerds Guide to Career Success," explaining what it's mainly about and how it helps people with their jobs. He also talks about the forum Dan is running, where important people in the tech industry can talk about and solve difficult problems they face. 00:5:50 Dan looks really closely at the main problems that Managed Service Providers (MSPs) often face. He talks about the mistakes they might make that could hurt their businesses. Dan gives clear examples to explain these problems and then suggests practical ways to fix them. He says how important it is for MSPs to be professional, good at technical stuff, and have good people skills because these things really affect how successful they can be in the industry. 00:15:08 Tim starts talking about how important it is to have good ways of doing things and making plans to make a business successful. Dan says that the most important thing for making progress is people being ready to change and learn new things. He explains that it's really important for everyone in a company to think in a similar way and be open to new ideas, saying that being ready for change is key to doing well. 00:18:12 Dan talks about how being a good leader and taking responsibility are really important in a company. He says it's crucial to tell employees exactly what's expected of them. Dan explains the difference between just being the boss and taking real responsibility. He says it's really important for everyone to have the same goals and understand what's expected so that the work can go smoothly and the team can work well together. 00:21:28 Dan elaborates on a prevalent misconception within tech companies regarding hiring practices. He addresses the fallacy that solely assembling a proficient tech team guarantees a company's success. Dan goes further into this idea, explaining that there are many other important things a company needs to do to be successful besides having a skilled tech team. He talks about all the different parts that are needed for a company to do well, not just having good tech people.

Show Website: https://mspbusinessschool.com/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoyl... Robb Rogers: https://www.linkedin.com/in/robb-roge... Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 1:09 Robb starts the podcast enthusiastically as he mentions that both companies, OSR and vCIOToolbox, are attendees for IT Nation.  4:40 Robb commends Brian for his improved 30-second pitch and expresses pride in his progress in delivering a concise message. Brian then discusses the challenges of crafting a 30-second pitch and how he improved through the PitchIT program. 6:11 Brian talks about his journey from avoiding self-promotion to becoming more comfortable with it. They discuss the benefits of receiving constructive criticism and the importance of embracing it to grow. 12:43 They discuss the impact of PitchIT and how it has helped them refine their pitches and brand messages. 15:02 The hosts encourage listeners to attend the PitchIT competition at IT Nation and witness vendors' well-crafted 30-second pitches. 19:44 Brian delivers a short and concise pitch for vCIOToolbox and asks for the audience's support in the competition.

Show Website: https://mspbusinessschool.com/ Guest Name: Ian Y. Garrett https://www.linkedin.com/in/ianygarrett/ Company: https://www.phalanx.io/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com Ian Y. Garrett is the CEO and co-founder of Phalanx, and was formally a US Army Cyber officer as well as a data scientist in the defense sector.  He combines his operational knowledge with his PhD research to bring unique insights to the intersection of artificial intelligence & cybersecurity. 1:49 Ian Garrett, our guest today, takes a moment to introduce himself and give us a peek into his journey into the industry. Ian also talks about data loss prevention solutions, offering us his professional insights and thoughts on these products. 9:24 Ian highlights the prevalence of AI automation tools in the data loss prevention landscape. He sheds light on the dual-edged sword these tools represent, as they empower both defenders and attackers. This discussion underscores the significance of incorporating automation into your defense and security strategies, emphasizing that relying solely on human efforts is akin to starting a losing battle. 13:00 Tim raises a pivotal question about integrating AI effectively. Ian advocates for a focus on automation over AI, pointing out that sometimes, it's the automation itself that holds the key, without the need for AI complexity. He strongly emphasizes the importance of reducing or eliminating human involvement within the system as a critical step to mitigate or prevent data loss. 18:00 BBrian discusses the nuances of risks and de-risking and turns to Ian to explore his approach model, particularly for those individuals who may not be well-versed or deeply invested in the nuances of AI.

Show Website: https://mspbusinessschool.com Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 2:19 Robb kicks things off by discussing how you can really get into AI, and he suggests using Chat GPT. He goes on to explain how simple yet incredibly valuable AI can be, saving you a ton of time. However, he also highlights a common stumbling block - improper use of prompts that hinders many from harnessing AI's full potential. 8:05 Tim raises a valid question about the downsides of systems like ChatGPT, and Robb addresses some of the issues and limitations he's come across. Robb also mentions that many companies are working on developing their own private AI models to avoid some of these pitfalls.  14:52 Tim brings up the topic of AI regulation, expressing his concern about the lack of regulation in this field. He points out that this is indeed a complex issue. Robb offers an example of how AI, like ChatGPT, could potentially claim ownership of content you've worked hard on. Brian chimes in and talks about the challenges in regulating AI and its effects. 17:01 Brian shifts the conversation to deepfakes, noting their incredible yet somewhat unsettling potential. Robb agrees with Brian and mentions examples like Descript and D-ID AI, which he found to be impressive.  19:16 Brian then looks ahead to the future of AI. Robb shares his insights, anticipating significant AI developments in the next two years, such as AI making prospecting calls. Tim adds that he envisions a future where we can have meaningful conversations with AI, where they assist people, gather reactions, handle objections, and even train individuals.

Show Website: https://mspbusinessschool.com/ Guest Gar Whaley  linkedin.com/in/garwhaley/ Don Sauer linkedin.com/in/donsauer Reid Johnston linkedin.com/in/reidjohnston/ Company:  TealTech tealtech.com Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com Don Sauer  Took a more direct path to acquiring nearly 35 years of IT expertise. It began in the US Navy, where he first worked on computer-controlled weapons systems. From there he amassed diverse IT experience in every kind of industry and organization, public-sector and private, startup to large-scale enterprise. Each presented unique challenges and allowed Don to develop a rare diversity of perspectives when it comes to designing and deploying IT solutions, and it never obscured Don’s focus on learning what’s best for a specific business, agency, or organization. Gar Whaley  Gar Whaley, Aligned cofounder, always knew he wanted to run his own business. As technologically savvy as he is today, he honed his customer-centric business philosophy in the restaurant industry. Though he found satisfaction in owning a successful franchise, this experience introduced him to computer systems. Gar realized how beneficial appropriate IT solutions could be for other small businesses. This realization led him into the technology sector over 25 years ago, during the dot-com boom. Reid Johnston TechGen Consulting, Inc. was founded by Reid in 2000 as a sole proprietorship and later incorporated in 2002. Before starting TechGen, Reid worked as a web application developer, with a passion for problem-solving and working with people. A technology enthusiast from a very early age, Reid dismantled and rebuilt computers before finishing elementary school. He holds a Bachelor of Science degree in Entrepreneurial Management from the Carlson School of Management at the University of Minnesota. 1:33 Gar Whaley kicks things off by sharing how he, Don, and Reid started working together and what their current projects are. Then, Reid speaks on why choosing to merge was a game-changer, not just for him personally but for their company too. And Don chimes in, explaining how their teamwork is a win-win, allowing them to serve their clients even more effectively." 12:05 Tim throws a curveball, asking, "What caught you off guard during the merger?" Don doesn't hold back and spills the beans about a client bailing just four days before the settlement. It was a gut punch, but thanks to their strong bond, they saw it as a mere speed bump on their journey. 16:33 Reid chimes in with his response to Tim's query. He admits that navigating the varying communication styles and practices between their merging companies posed a real challenge. They knew it would be par for the course, but they're committed to smoothing out these wrinkles as they move forward. 18:10 Gar delves into why and how their merger hit the bullseye. The fact that they had remarkably similar tech stacks and product offerings was a major win. What's more, sharing nearly identical core values, makes the merger feel like a walk in the park. 23:29 Reid gives a bit of advice to those who are planning on doing a merger or acquisition to have partners you can trust. Gar says that having an entrepreneurial mindset is also one of the keys which Brian agrees.

Show Website: https://mspbusinessschool.com/    Guest   Frank Raimondi linkedin.com/in/frankraimondi  Matthew Koenig linkedin.com/in/mkkoenig  Company: Nodeware® https://nodeware.com/  Hosts  Brian Doyle: https://www.linkedin.com/in/briandoyl...  Robb Rogers: https://www.linkedin.com/in/robb-roge...  Tim McNeil: https://www.linkedin.com/in/timmcneil3/  Sponsors vCIOToolbox: https://vciotoolbox.com  OSR Manage: https://osrmanage.com   2:23 Matthew shares how he started his MSP journey. Interestingly, he was in a band before and even played for Disney! He shares that similar to a lot of people in the industry, he also started as a salesperson and he kind of drifted to specializing in MSP. Frank also shares his background and experiences with some notable companies such as Apple, Intel, and more. 13:30 Matt and Frank discuss their integration with vCIOToolbox.  17:31 Frank discusses the concept of Cyber hygiene and how it relates to compliance and GRC. He simplifies the idea of cyber hygiene, emphasizing its relevance to anyone navigating the digital landscape. He also talks about vulnerability management.  19:48 Brian addresses the impacts of the changes on the end user. He observes that in the current landscape, there's a noticeable shift in emphasis, with cyber liability taking center stage over the traditionally dominant concerns related to regulatory adherence and compliance. This shift reflects a growing recognition of the evolving digital risks and the increasing need to address them comprehensively. 22:12 To wrap up the podcast, Brian provides valuable insights into the functionality of vCIOToolbox and explains how its seamless integration with Nodeware can bring significant benefits to end users.  

Show Website: https://mspbusinessschool.com/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 2:11 Tim kicks things off by mentioning that there are various paths to making a transition. He then shares a story about how he and Robb got their transition journey underway, offering some friendly advice on how to go about hiring more folks and what initial steps you should take when thinking about making a switch. Afterward, Robb chimes in on Brian's question about the ideal timing for bringing in a sales rep, pondering whether it's best to do it before you commit to a transition or afterward. 8:57 When talking about sales reps, Tim points out that if someone's doing well within the MSP community, they really know their stuff. However, he also emphasizes that it's not a one-person show. Having a solid sales engineer and a good process working behind the scenes is just as important. 11:00 When Brian reflects on the most memorable onboarding experiences, he fondly recalls receiving gifts, but what stood out was that these gifts weren't just for the new sales reps themselves—they were actually thoughtful gestures for their spouses or partners. He also brings up some other awesome practices that he found really valuable during onboarding. 16:00 Robb jumps in and gives a full list of what to do and how to properly onboard a new sales rep. Brian and Tim add their two cents by sharing one of their memorable experiences.  20:00 Returning to the key question about shifting towards owner-led sales, Brian explains that having a great sales rep has a direct impact on your sales. It's crucial to consider how these reps communicate with the team, their people skills, and how they handle interactions with others, as this reflects how they treat your company's customers.