Bryan Redic on Keeping Finance Simple and Reinforcing What Matters

Brad Jagher on Leadership, Low Ego, and Earning Trust

In this episode of Raving Fans Start Within, Velosio’s Director of Client Account Management, Brad Jagher, shares how he built a world-class sales team by trading traditional authority for a people-first, teaching-driven leadership style. Key Episode Takeaways: - Culture Over Strategy: Building an authentic, low-ego team culture serves as an organization's ultimate shock absorber during turbulent leadership reorganizations. - The "People-First" Paradigm: Shifting management from permission-seeking to transparent autonomy fosters deep execution trust and higher employee engagement. - Redefining Roles: Maximizing client retention and growth requires elevating traditional order-takers into proactive, dual-focus relationship managers. - Decisive Change Management: Sustaining organizational velocity during a structural pivot requires a clear mandate for alignment, allowing detached team members to exit early. - The Workplace Relationship Metric: Long-term organizational retention is driven by cultivating authentic friendships that pass the test of outside-of-work socialization. 00:00 Introduction and Team Excellence Recognition 1:20 Career Transition and Leadership Motivation 3:06 Team Structure and Leadership Philosophy 4:58 Practice and Development Methods 7:04 Overcoming Change Resistance 8:37 Career Aspirations and Company Culture Connect with Brad: https://www.linkedin.com/in/brad-jagher/ Connect with Chad: https://www.linkedin.com/in/chad-woods-a99479/ Learn More About Velosio: https://velosio.com Work at Velosio: https://velosio.com/careers

Nina Bowers on Raving Fans, Better Processes, and the Art of Asking Why

In this episode of Raving Fans Start Within, Nina Bowers shares how she transitioned from a criminal justice major to Velosio's CRM Systems Manager, along with the secret to balancing system customization with peak performance and how adopting a "gatekeeper" mentality builds a truly world-class user experience. Key Episode Takeaways: - Having a "gatekeeper" mindset to prioritize operational needs over a never-ending user wishlist, protecting software performance from over-customization. - An unconventional background, such as criminal justice, can help with critical root-cause analysis and problem-solving into IT and systems management. - A healthy company culture embraces the "sitcom" dynamic, using shared humor and comic relief to defuse high-pressure challenges and reinforce team resilience. - Side passions like podcasting build professional soft skills, teaching creators how to look at the "whole journey" when solving problems. - Long-term employee retention hinges on intellectual challenge, meaning high performers will stay with an organization through massive transitions if they are consistently pushed to grow. 00:00 Introduction 01:20 Transition from Client Side to Consulting 2:28 Background in Technology and Self-Taught Skills 3:48 Analytical Approach and Criminal Justice Background 5:08 Hands-On Learning and Field Experience 7:27 Velocio as a Sitcom 8:34 Bariatric Advocacy and Podcasting Passion 10:47 Raving Fans Philosophy and Internal Customers 12:22 Karaoke Choice and Personal Philosophy 13:11 Best Career Advice: Being a System Gatekeeper Connect with Nina: https://www.linkedin.com/in/nina-bowers-222a6a31/ Connect with Robbie: https://www.linkedin.com/in/robbiemorrison/ Learn More About Velosio: https://velosio.com Work at Velosio: https://velosio.com/careers

Brian Campbell on Building Trust, Listening Better, and Driving Real Client Impact

In this week’s episode of the podcast, industry veteran Brian Campbell shares how active listening and servant leadership propelled him to a standout year and a spot at the prestigious President’s Club in Punta Cana. Discover how Velosio’s accelerated growth and comprehensive Microsoft stack expertise are transforming the partner channel while Brian balances professional success with a deep commitment to faith and family. Key Episode Takeaways: - Intentional Talent Acquisition: Brian Campbell’s 30-year career trajectory was capped by him specifically targeting Velosio as the top industry partner rather than being recruited, highlighting the power of a "destination" brand. - Full-Stack Competitive Advantage: By dominating the entire Microsoft ecosystem, including ERP, CRM, infrastructure, data, and AI, Velosio positions itself as a one-stop shop that eliminates the client's need for multiple partners. - Consultative Trust over Transactional Selling: Success in the mid-market space is increasingly driven by "active listening" and uncovering long-term business impacts rather than just fulfilling a specific product scope. - The "Faith, Family, Work" Hierarchy: Adopting a clear personal framework creates a grounded professional identity that fosters authentic client relationships and prevents burnout. - Servant Leadership as an Operational Model: Integrating biblical principles of humility and service into the corporate structure serves as a functional strategy for lifting team performance and achieving goals. 00:00 Introduction and Brian's Background at Velosio 01:10 Brian's Journey to Velosio and 30-Year Industry Experience 04:16 Velosio's Competitive Advantage 06:21 Team Recognition and Shoutouts 09:35 Developing Client Listening Skills and Building Trust 12:08 Work-Life Balance and Family Priorities 15:33 Faith and Servant Leadership 20:18 Personal Interests and Fun Facts Connect with Brian Campbell: https://www.linkedin.com/in/briancampbell4/ Connect with Chad: https://www.linkedin.com/in/chad-woods-a99479/ Learn More About Velosio: https://velosio.com Work at Velosio: https://velosio.com/careers

Logan Lucas on People Operations, Culture, and Creating Raving Fans at Work

Join Velosio CEO Robbie Morrison and VP of People Operations Logan Lucas as they explore how a "think beyond the ask" mindset and internal support systems transform a standard workplace into a lifelong career destination. From earning a seat at the executive table at age 30 to maintaining an 11-year tenure, Logan shares how a blame-free, optimistic culture builds the ultimate foundation for "Raving Fans" Key Episode Takeaways: - Longevity proves the culture works: Logan’s 11-year tenure shows how a company can transition from a "first job" after college into a long-term career destination. - Early executive exposure builds loyalty: Giving high-potential leaders a "seat at the table" for QBRs as early as age 30 helps build ownership and strategic alignment. - Hiring for immediate cultural fit: Success depends on the ability to identify "cultural fits" almost instantly, ensuring new leadership shares the organization's core DNA from day one. - The "Think Beyond the Ask" framework: Shifting from reactive task-taking to proactive problem-solving requires understanding the underlying needs of a request to create better downstream outcomes. - Adaptability as a core team theme: Adopting an "Unwritten" mindset allows a workforce to remain optimistic and flexible while meeting employees exactly where they are. 01:29 Career Journey and Tenure at Velosio 03:04 Personal Interests and Apps 04:26 Most Velosio Experience and Cultural Fit 05:44 Pivotal Moments of Commitment 07:59 Learning from Teammates 08:42 Team Theme Song 10:05 Best Advice Received 12:07 Creating Raving Fans Philosophy with Robbie Connect with Logan: https://www.linkedin.com/in/loganlucas/ Connect with Robbie: https://www.linkedin.com/in/robbiemorrison/ Learn More About Velosio: https://velosio.com Work at Velosio: https://velosio.com/careers

Bryan Redic on Keeping Finance Simple and Reinforcing What Matters

This week on Velosio's Raving Fans Start Within podcast, Bryan Redic, Velosio’s VP of Corporate Finance, breaks down his shift from an auditor to a leader who prioritizes "materiality" and simplicity to keep business operations lean. From navigating data-first initiatives for 2026 to the meaningful support he received during a family crisis, Bryan shares how staying curious and cutting through complexity defines his five-year journey at the company. Key Episode Takeaways: - Simplicity: Combat "complexity creep" by actively stripping away unnecessary backend burdens, such as redundant approvals or data points that don't add clear value. - Future-Proof with Data-First Initiatives: Aligning leadership roles now with the company’s 2026 data-first roadmap ensures the organization is prepared for upcoming technological shifts. - Retain Talent through Internal Mobility: Preventing "antsy" high-performers from churning requires a steady stream of new internal opportunities and challenges to keep them engaged long-term. - Institutionalize Learning: To keep cultural frameworks like Simply Effective alive, companies must move beyond one-off book clubs and embed these principles into the permanent onboarding process. - Respect the Transition: Establishing a clear end-of-day ritual, such as a physical signal from family, helps remote leaders successfully pivot from corporate finance to personal life. 01:39 Career Journey Before Velosio 02:36 Job Swap Interest and Company Insights 04:19 Inside Jokes and Company Culture 06:00 Defining Moments at Velosio 08:23 Professional Development and Simplicity 11:07 Celebrating Success and Work-Life Balance Connect with Bryan: https://www.linkedin.com/in/bryanredic/ Connect with Robbie: https://www.linkedin.com/in/robbiemorrison/ Learn More About Velosio: https://velosio.com Work at Velosio: https://velosio.com/careers