2.30 - Tom Jacobs Discusses Small PEO Service and The PEO Auxiliary

2.33 - Are You a PEO Visionary? Phil Kristianson Discusses the EOS for Visionaries

In my 25+ years in the PEO industry, I have run across many visionaries, "idea" people who know how they are going to change the PEO industry. Whether it is someone new to the industry like Anthony LaPorte or Tracy Culicerto or a veteran like Bill Maness or David Carlesimo, the PEO industry is full of great visionaries. Phil discusses the EOS system for visionaries and the importance of having an integrator by your side to gain traction and growth. I hope you find the concept as interesting as I have.

2.32 - InSync TakeOver: Marci LaRouech, President of Makai HR discusses Top Level Hawaiian PEO Service with Jean Goldstein

Being in PEO means that you need to try new things to improve on your service, so in today's episode, Jean Goldstein TAKES OVER the InSync PEO Podcast to explore all things PEO, Hawaiian style, with Marci LaRouech of Makai HR. Marci, discusses her journey in the PEO industry, leaving and then being pulled back into the industry! Marci's time away allowed her to discover the importance of emotional intelligence an how very important it to operating a top-level Hawaiian Boutique PEO.

2.31 - Tracy Speilman Culicerto, the CEO of AscendHR is bringing high level personal PEO Service to West Virginia

Tracy started her PEO about one year ago, but already sounds like a veteran by focusing on her goals, getting the right people in the right positions. I admire Tracy's efforts even more when I realized that she has a toddler and is due in October. (Send her baby gifts.) She certainly is a Next Generation leader in the PEO industry and yet another Women in NAPEO star. But my favorite part of the interview was her glorious laugh. Shout out to Lee Yarborough.

2.30 - Tom Jacobs Discusses Small PEO Service and The PEO Auxiliary

This episode with with Tom easily could have been two great episodes. Initially Tom talks about being a small PEO in Madison, Wisconsin and the level of personal service that his company provided, including his hand delivery of payrolls to his clients, which further solidified that bond. In addition, Tom was the first to use the ASO model as an upgrade to the PEO model and QTI actually charged his clients more for that service. In the second half, Tom talks about his current company The PEO Auxiliary and why it is better to have a neutral TPA provide 125 plans and COBRA services. He explains how one of the companies he works with pays interest on HSA accounts. Nick Soman taught me that stories are how we communicate best, and Tom is certainly a story teller.

2.29 - PEO Legend Dale Hageman Shares his Thoughts on Competing as a Smaller PEO

I have been trying to interview Dale for nearly a year now. Dale started his PEO career as the CEO of Accord HR back in 1992, and shares his wisdom on transactions with VC as well as Accord's Sale to a large PEO in 2012. A buyer's focus is on predictable revenue, continual growth, and client retention. Dale and his partner Marilyn Conyer had worked together for many years at Accord and in 2015 they began to plan for the creation of Spirit HR. By focusing on personalized customer service, as well as technology that assists in providing great customer service, the two have a winning formula.  And I would listen just to find out what Dale's first entrepreneurial adventure was.