Tales With Taylor

Taylor Wellman

A fun, spirited interview podcast where successful entrepreneurs and business owners share their most captivating stories over their favorite cocktails. A delightful blend of life-changing advice, nostalgic reflections, and a dash of humor. Hosted by Taylor Wellman of Financial Potion video marketing in Mesa, Arizona. Each episode of Tales With Taylor brings you a cocktail of inspiring tales. Our guests open up about the best advice they've ever received, offering you valuable insights that could transform your life and business.

  1. 2 days ago

    Small Business Growth, Marketing ROI & Finding Success | Nancy Sanders

    The SBDC The Small Business Development Center (SBDC) is a free resource for small businesses. They’re not just for startups; the SBDC can help at any stage of your business journey. They can provide an outside perspective, remind you of your successes, encourage you to keep going, and help you determine whether you’re on track for your industry. Personal Success Think about what success means to you personally. What kind of life do you want to be living? Success is being happy to go to work and happy to come home. Take time to appreciate your progress. Continuous Growth Don’t be afraid to ask for help. You don’t know what you don’t know, and the SBDC is a great resource for learning how to improve your business. Embrace authenticity, because it can help you stand out and make a greater impact than hiding behind a facade of perfection. Don’t avoid the aspects of your business that make you uncomfortable. Growth comes from confronting those fears. Resources AZSBDC Events & Workshops: https://clients.arizonasbdc.com/events.aspx About Nancy Sanders Nancy Sanders is the Program Director of the Small Business Development Center at Maricopa Community Colleges, part of the Arizona Small Business Development Center Network. With a strong commitment to small business success and economic development, Nancy leads a team that provides no-cost, confidential business counseling, training, and resources to entrepreneurs and established business owners. Under her leadership, Maricopa SBDC clients have obtained hundreds of millions of dollars in capital. Her team works collaboratively with educational institutions, economic development organizations, government agencies, funders, and business-support organizations throughout Arizona. Her work includes strengthening programs and partnerships, supporting student entrepreneurs and pitch preparation, advancing specialized initiatives such as SBIR/STTR assistance and government contracting, and incorporating practical technology and market-research tools into business advising. In another life, Nancy launched, built, and sold marketing and personal services businesses.

    Small Business Growth, Marketing ROI & Finding Success | Nancy Sanders
  2. 20 Oct

    How to Stand Out in Business & Turn Your Vision Into Reality | Mike Frawley

    In this episode of Tales With Taylor, we discuss practical tips for standing out in business, creating high-quality print designs, attracting the right customers, and turning your ideas into reality. STAND OUT Find ways to be unique in your industry instead of offering the same things as everyone else. Listen to your clients, understand what your target audience needs, and adapt your offerings accordingly. TIPS FOR HIGH-QUALITY PRINTS Patience is key to getting the best results. AI can be useful for brainstorming and conceptualizing designs, but high-quality prints require professionally prepared artwork exported in formats such as EPS, SVG, or high-quality PDF. Designers can recreate AI-generated designs in print-ready formats, but complex designs can take considerable time to reproduce. Whenever possible, provide the original layered design file to save the print shop time when adjusting artwork to fit the final product. SCREAM WHAT YOU DO Make sure your storefront signage clearly communicates what your business does. State your services on the front of your building and display your products or services on your windows so potential customers know immediately whether you offer what they need. BUSINESS CARDS Be intentional about networking. Instead of handing out business cards to everyone, give them to people who could genuinely be a good fit to work with you. JUST START If you have a business idea, trust your gut and take the leap. Start your business, build your dream, and remember that life is what you make it. ABOUT OUR GUEST After 20 years of selling capital equipment to large printing companies, our guest retired and purchased a small vinyl and banner sign shop in April 2018. Since then, the business has grown into a much larger custom sign and vehicle wrap company. Their signature product is handcrafted, bespoke illuminated exterior and interior signage. They also specialize in illuminated lobby logos and creative wall murals, helping launch more than 200 companies every year.

    How to Stand Out in Business & Turn Your Vision Into Reality | Mike Frawley
  3. 13 Oct

    How to Use AI to Grow Your Business without Losing Human Touch | Cheryl James

    CHANGE THE WAY YOU USE AI • Be specific when prompting AI.• Give AI as much information as possible about your business so it can learn your voice and sound more like you.• Always verify information from AI. It doesn't know what's true or false and can hallucinate answers that sound convincing but aren't accurate.• Give an AI tool 6–12 months before abandoning it. It can take time to get comfortable with the tool and train it to work the way you want. THE FLOW METHOD • FLOW stands for Foundation, Leverage, Optimization, and Workflows.• Make changes in phases to help everyone adjust comfortably.• Stop wearing all the hats in your business.• Identify what can be optimized and delegated so you don't have to handle every repetitive task yourself.• Focus on your CEO tasks. ANSWER ENGINE OPTIMIZATION (AEO) • Optimize your website to appear in AI-generated answers.• FAQs are a great way to help your content show up in AI answers.• Repurpose old content. Review old blog posts and make sure they include clear questions and answers. AI can help speed up this process. THE HUMAN ELEMENT • Stay authentic and relatable. Authenticity matters when everything else is so polished and digital.• Avoid using AI-generated images of yourself in your marketing. SOFTWARE MENTIONED Claude: https://claude.ai/ NotebookLM: https://notebook.google.com/ Gemini: https://gemini.google.com/ Manus: https://manus.im/ GUEST CONTACT Cheryl JamesEmail: cheryl@cljamesconsulting.com ABOUT CHERYL JAMES Cheryl James is the Founder and Fractional COO of CL James Consulting, LLC. She helps trades and service-based business owners stop lead leakage and buy back their time by building simple, sustainable systems that keep sales and operations running smoothly. After 27 years in corporate roles supporting Fortune 100 clients, Cheryl left the burnout cycle to help entrepreneurs grow without hustle or constant firefighting. She partners with clients to streamline day-to-day operations, tighten follow-up, and connect the right tools—CRMs, automations, and workflows—so nothing slips through the cracks. From SOPs to onboarding and retention, Cheryl turns scattered processes into a clear, repeatable way of working that supports steady growth. Known for her hands-on, strategic approach, Cheryl makes backend work feel practical and doable—so owners can lead like CEOs, not live in their inbox. CL James Consulting, LLC Instagram: https://www.instagram.com/iamcljames?stkn=ZDNlZDc0MzIxNw== LinkedIn: https://www.linkedin.com/in/cheryllynnjames/ Website: https://cljamesconsulting.com/ Facebook: https://www.facebook.com/cheryl.odomsjames

    How to Use AI to Grow Your Business without Losing Human Touch | Cheryl James
  4. 6 Oct

    How to Find New Career Opportunities in Tech | Sharise Erby

    Dr. Sharise L. Erby is an award-winning Non-Profit Executive, author, speaker, and transformational leader dedicated to helping people and communities unlock their fullest potential. As Managing Director of Per Scholas Phoenix, she leads the expansion of technology workforce development across Arizona, creating pathways to high-growth careers and economic mobility. She is the founder of the Phenomenal Woman Empowerment Network, Chair of the Phoenix Women's Commission, and author of Just Do You: The Re:Boot, empowering others to embrace purpose, resilience, and reinvention. Dr. Erby is a two-time Phoenix Titan 100 Honoree, a Women We Admire Top 30 Women Leader in Arizona, a City of Phoenix Dr. Martin Luther King Jr. "I Have a Dream" Awardee, and a Global Icon of Influence Top 20 honoree. Whether leading organizations, mentoring future leaders, or speaking on stages across the country, Dr. Erby's mission is simple: transform lives by helping people realize that their current circumstances are not their final destination, they are simply the starting point of their next chapter. Per Scholas Phoenix They set you up to have a successful career in tech.They teach you the hard and soft skills you need and get you connected with people in the industry to help you get hired.They do mock interviews with people in the industry so you know exactly what tech companies are looking to hire. Having Options Having options unlocks generational wealth.Stay agile and ready for different seasons of your life. There’s always going to be changes that you need to navigate.It’s okay to pivot when you need to. Grieving You need to give yourself time to grieve.Don’t force yourself to go back to how things were. Embrace the new normal and find new meaning in your life.You don’t need to feel better by a certain date. Give yourself permission to grieve as long as you need to. Say Yes Don’t be afraid to say yes to important opportunities. Believe in yourself and you can do it.Never stop growing, evolving, and becoming something new.

    How to Find New Career Opportunities in Tech | Sharise Erby
  5. 29 Sept

    From Professional Sports to Mortgage Lending | Mike Jones

    Changing Careers Transitioning between careers is a difficult change, but it is possible with the right planning and persistenceWork on building the skills needed for your new careerDevelop as many relationships and connections as you can within in your current position, you never know who’s going to help you in your new career Parenting Let you kids be kids, they need to be free during their childhood because it only lasts so longDon’t put immense pressure on your kids at such a young age. Let them be carefree while slowly introducing more responsibilityQualifying For A Mortgage Build your credit and have a consistent stream of income before looking for a mortgageTalk with a mortgage professional to help answer all your questionsSet Goals If you want something to change, then you have to changeBe intentional with all your actions. Ask yourself if it aligns with your goals before doing itFocus on little habits that build over time, not changing your life overnight. Small changes are sustainableTake time to appreciate how far you’ve come and the progress that you’ve made   When in real estate, being available is important. - If you want something to change, you have to change. Write your goals and understand them. - The Power of Intention – Wayne Dyer (Book), Atomic Habits – James Clear (Book) Bio:I am a father of two. Loan officer for the past 8 years. Former athlete and ASU grad. From Sugar Land, Texas Links: ig @MtgMikeJones1 https://www.linkedin.com/in/mike-jones-338bba6b/ tiktok @ThemJoness Mjones.Peoplesmortgage.com

    From Professional Sports to Mortgage Lending | Mike Jones
  6. 22 Sept

    Cybersecurity, Online Scams & Staying Safe in a Digital World | Stuart Selbst

    Stuart “Stu” Selbst is a community-driven technologist, entrepreneur, and the heart behind StuTech, where his mission is simple: help people feel safe, supported, and confident with their technology. With over 30 years in IT, telecom, and cybersecurity, Stu combines deep technical expertise with something far more rare — patience, relatability, and a genuine passion for helping others. What started as helping seniors in his neighborhood quickly turned into a thriving company built on trust, integrity, and real human connection. Stu is known for breaking down complicated tech into everyday language, protecting people from modern threats, and treating every client like a neighbor — because many of them are. A devoted husband, proud cat dad, lifelong Dodgers fan, and someone who believes in kindness, service, and doing the right thing, Stu shows up every day with one goal: to make technology simple, safe, and stress-free for the people who rely on. https://www.youtube.com/@stutechaz IG: @stutechaz.com https://www.linkedin.com/in/stuartselbst/https://www.linkedin.com/company/stutechazhttps://www.stutechaz.com https://www.facebook.com/stutechaz Avoiding Scams Be careful of phishing scams and romance scamsiPhones are more secure than android phones which makes them a better fit for seniorsApple has a stricter approval process for the app store than android doesPhone call scams are some of the most prevalent scams. Medicare, social security, banks, the IRS, all the things that scammers claim to be would not reach out to you by phone asking for your personal informationAwareness is your best toolYou need to be a human firewall  Personal Social Media Set up multi-factor authentication on your accountsSet your personal social media accounts to private to reduce scamsDo not post about your location Maintaining Your Computer Keep things clean and up to dateUpdate your firmware and hardware drivers when they need updating, not just your operating systemGetting a new computer will not solve the problem if you’re just moving everything from the old one onto the new oneBloatware is a huge issue on new computers, delete all the preinstalled programs you don’t need to help your computer run better

    Cybersecurity, Online Scams & Staying Safe in a Digital World | Stuart Selbst
  7. 8 Sept

    How to Prevent Burnout & Build Sustainable Habits | Alika Victor

    Alika Victor is a Board Certified Health & Wellness Coach, Practical Wellness & Sustainable Performance Expert, speaker, and founder of Thrive Now Wellness. After more than a decade leading product strategy and operational excellence in healthcare technology, she now helps busy professionals, entrepreneurs, and caregivers reduce stress, prevent burnout, and build sustainable habits that fit real life. What sets Alika apart is her strengths-centered approach. Rather than focusing on what's wrong, she helps people reconnect with times they've been successful before—uncovering the strengths, resilience, and capabilities they already possess and applying them to the challenges they face today. Through her Practical Wellness Method™, Alika combines evidence-based behavior change, tiny experiments, resilience practices, and personalized coaching to create meaningful, lasting change. She is also a movement and flow artist and writer/director who believes joy, creativity, and play are essential to well-being. Her mission is simple: to help people feel healthier, more resilient, and more like themselves again. As a thank-you to your listeners, I'm offering a special discount on my Reconnect With Yourself program. Whether you're feeling overwhelmed, running on empty, struggling to make healthy changes, feeling disconnected from yourself, or simply ready for a positive shift, this experience is designed to help you stop focusing on what's wrong and start reconnecting with the strengths, resilience, and successes you've already demonstrated—because lasting change often begins by remembering who you already are. Normally $79, podcast listeners can enroll for just $59. From there, if you'd like additional support, you can continue into one of my small group or one-on-one coaching programs, where I'll help you create the positive shift that matters most to you—whether that's more energy, less stress, healthier habits, stronger relationships, greater confidence, or showing up as your best self at work and at home. https://www.youtube.com/@thrivenowwellness/shorts https://www.instagram.com/showuphappy https://www.linkedin.com/in/alikavictor/ https://showuphappy.com/https://www.facebook.com/showuphappytoday

    How to Prevent Burnout & Build Sustainable Habits | Alika Victor

About

A fun, spirited interview podcast where successful entrepreneurs and business owners share their most captivating stories over their favorite cocktails. A delightful blend of life-changing advice, nostalgic reflections, and a dash of humor. Hosted by Taylor Wellman of Financial Potion video marketing in Mesa, Arizona. Each episode of Tales With Taylor brings you a cocktail of inspiring tales. Our guests open up about the best advice they've ever received, offering you valuable insights that could transform your life and business.