Advertise on podcast: Home Care Hindsight

Yvan Castilloux, Co-founder and CEO of Augusta.care joins host David Knack to discuss the fundamental challenges of recruiting in home care. Starting his journey in 2022, Yvan shares how discovering the "broken" applicant experience where half of potentially good candidates are confused and disengaged. This phenomenon motivated him to build solutions.  He argues that solving home care's staffing problem requires aligning people, process, and technology, and debunks the myth of software as a "magic pill." The conversation dives into the critical need for sales and recruiting alignment, the surprising burnout rate among back-office staff (recruiters and schedulers), and why geographic and demographic focus is a superpower for agencies. Yvan also reflects on his biggest career mistake of reacting to every customer request instead of asking the right questions to build a unified solution, a lesson he now applies to help agencies hone their focus. Lesson Takeaways: 1. Fix the Broken Applicant Experience: Up to half of applicants are confused by generic job posts and agency messaging. Providing clear, specific information about the agency and the client match early in the process is key to engaging quality candidates. 2. Align Sales and Recruiting Strategically: Recruiting starts when sales begins. Agencies must align where they find clients with where they can successfully recruit caregivers, or risk constant fulfillment stress and recruiter burnout. 3. Embrace Focus as a Superpower: Trying to be everything to everyone dilutes effectiveness. Successful agencies consciously focus on a specific geography, client type (e.g., private pay), or caregiver demographic (e.g., students) and build their marketing and operations around it. 4. Software is a Tool, Not a Silver Bullet: Technology and AI enable automation but cannot replace the human-centric processes of home care. Success requires linking software to aligned internal operations. 5. Cross-Functional Insight Reduces Burnout: High turnover in back-office roles like scheduling is often due to burnout from inefficient, siloed processes. Enabling collaboration and data sharing between recruiters, schedulers, and sales creates a more sustainable and effective workflow. Timestamps: 00:00 – Introduction to the home care staffing challenge 01:10 – Welcome to Home Care Hindsight by Zingage 02:15 – The biggest surprise: How broken the applicant experience is 03:00 – Why caregivers are confused and how to fix it 04:10 – The importance of caregiver-client matching ("like dating") 09:10 – Reassessing strategy when you can't recruit in a sales area 10:10 – Yvan's Big Mistake: Reacting to customers instead of focusing 11:25 – A lesson from tech: Building too many tracking features 13:15 – Asking "why" to build unified solutions (The Ferrari vs. Cadillac example) 14:45 – Overrated in Home Care: Software as a magic pill 15:25 – Technology requires aligned people and processes to work 18:45 – The importance of implementation and onboarding for tech 18:55 – A Small Mistake to Quit: Lack of strategic focus 23:25 – Moving from a turnover metric to optimizing the employee journey 24:45 – The surprising problem of back-office (recruiter/scheduler) turnover 25:30 – Burnout from misalignment and inefficient processes 26:15 – Empowering collaboration between recruiters and schedulers 28:40 – A Recent Win: Evolving from a point solution to a core staffing partner 29:05 – Closing advice: Implement one change that can help your business Quotes: Yvan Castilloux: "Solving a problem in home care is both people and technology. Link both together and you'll find a solution." Yvan Castilloux: "AI is helping us do more automation, but it's not a magic pill. Like everybody says, AI will replace workers and so on. It's not gonna happen anytime soon." Yvan Castilloux: "If you're a home care agency, a caregiver is like a product… you want to build the right product for the audience you're targeting, but you also want the sales team to understand where the product fits the best." David Knack: "There are no silver bullets for this industry… it's something that's really complicated." Resources: 1. Connect with Yvan Castilloux LinkedIn: https://www.linkedin.com/in/yvancastilloux/ 2. Learn more about Augusta.care: https://www.augusta.care/ 3. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 4. Powered by Zingage: https://zingage.com 5. Watch this episode on Zingage's YouTube: https://www.youtube.com/@Zingage  

Adam Sall, President and Co-founder of Advantage Pointe Home Care, joins host David Knack to discuss how his agency transitioned from traditional private duty care to becoming a vital partner for value-based healthcare entities. Drawing from his background on Wall Street, Adam explains the mechanics of risk-sharing models like MSOs and ACOs and how home care can save these organizations millions by preventing unnecessary 911 calls and hospitalizations. Adam opens up about his biggest mistake; being a "terrible interviewer" who let personal likability cloud his judgment and how he empowered an expert HR team to prioritize competence over "shooting the breeze." The conversation also explores Adam's philosophy on "sacrificing margin" to pay caregivers more, the implementation of a company-wide revenue share plan, and the critical art of having a real human conversation with staff rather than treating them like widgets. Lesson Takeaways: 1. Know Your Blind Spots in Hiring: Being a "people person" can lead to poor hiring decisions based on likability rather than skill. Trust specialized HR teams to use methodical processes to ensure the right fit. 2. Bridge the "Post-Acute" Gap: Value-based entities (MSOs/ACOs) often lack a mechanism to intervene in the home. Home care provides the "functional block" that prevents $18,000 hospitalizations for as little as $144 in triage care. 3. Align Incentives Through Revenue Sharing: Implementing a revenue share for the entire organization, from receptionists to operations, ensures everyone is invested in the quality of the "match" between caregiver and client. 4. Sacrifice Margin for Quality: Protecting margins at the expense of caregiver pay is a common industry blind spot. Charging more to pay caregivers better attracts higher-quality talent and supports retention. 5. Move from "Speaking At" to "Conversing With": Simply reading a list of patient requirements to a caregiver isn't a conversation. True engagement involves checking in on their day and vetting their specific comfort level with tasks like colostomy bag care or heavy transfers. Timestamps: 00:00 – Welcome to Home Care Hindsight by Zingage  01:25 – Introduction to Adam Sall and Advantage Pointe Home Care 01:54 – From Wall Street to Healthcare: The personal story behind the agency 03:32 – Transitioning into value-based care and care navigation 04:46 – Remedial Healthcare: Explaining ACOs vs. MSOs and risk-sharing 07:23 – The pitch: Using data to prove the value of home care to MSOs  08:49 – Real-world example: A $144 intervention vs. an $18,000 hospital bill 10:02 – Adam's Big Mistake: Being a "terrible interviewer" 11:58 – Building a methodical hiring process and stepping back from the final say 14:54 – Underrated practice: Sacrificing margin to attract better caregivers 17:24 – Creating a revenue share plan for the entire administrative team 21:14 – A common small mistake: Speaking at caregivers instead of having a conversation 25:03 – Personal values: How Adam's father influenced his leadership style 26:43 – A recent win: Scaling value-based success into Georgia, Texas, and Nevada 27:50 – Closing advice for healthcare leaders: Focus on the home Quotes: Adam Sall: "Skill and competence has to trump just me liking you as a person."  Adam Sall: "You have to be willing to sacrifice margin to attract and retain a higher quality caregiver." Adam Sall: "If you don't know about what's happening post-acute... you're gonna get your clock cleaned by people who do have an in-home strategy." David Knack: "Home care is a very simple solution to a really complicated set of problems." Resources: 1. Connect with Adam Sall on LinkedIn: https://www.linkedin.com/in/adam-sall-01461856/ 2. Learn more about Advantage Pointe Home Care: https://www.advantagepointehomecare.com/ 3. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 4. Powered by Zingage: https://zingage.com 5. Watch this episode on Zingage's YouTube: https://www.youtube.com/@Zingage  

Lisa Fausey, owner of 3 Home Helpers Home Care franchises, joins host David Knack to discuss her employee-centric approach to building a thriving home care business. Lisa shares how she shifted her focus from simply driving revenue to creating a culture where caregivers feel valued, heard, and supported. She opens up about her biggest early mistake, waiting over a year to hire her first office employee, and how overcoming that fear transformed her business and personal sanity. Lisa dives into the underrated power of "liberal leave" over traditional PTO, the importance of voluntary benefits for part-time caregivers, and why tracking the right KPIs like starts of care and overtime is essential for sustainable growth. She also explains how tools like Zingage help strengthen caregiver engagement and connection in a distributed workforce. The conversation highlights the tangible results of investing in people: stronger retention, a vibrant company culture, and a business that runs smoothly even when the owner steps away. Lesson Takeaways: 1. Hire Before You're Drowning: Don't let fear of spending stop you from hiring help. Delegating administrative tasks early frees you to focus on growth and prevents burnout. 2. Culture Is a Competitive Advantage: An employee-centric approach, listening, supporting, and investing in your team, differentiates you in a tight labor market and drives retention. 3. Liberal Leave Builds Trust: Offering flexible, responsibly managed time off can be more valued by staff than traditional PTO and reduces administrative complexity. 4. Track the Right KPIs, Not All of Them: Focus on actionable metrics like billable hours, starts of care, and overtime. These reflect real business health and growth more than vanity numbers. 5. Benefits Matter, Even for Part-Timers: Voluntary benefits like 401(k) matching, dental, and vision show caregivers they're valued and help build long-term financial security. Timestamps: 00:00 – Introduction to Lisa Fausey and Home Helpers Home Care 01:15 – Lisa's "why": Building a business to empower employees 02:30 – How an employee-centric culture sets her apart 04:00 – Using Zingage to engage and connect with caregivers 05:05 – How to successfully roll out an engagement platform 06:10 – Lisa's biggest mistake: Waiting too long to hire help 09:10 – The breaking point: "I was ready to give the franchise back" 10:20 – Hiring her first employee and scaling past 150–200 hours/week 11:40 – What made her first hire successful: Training and trust 13:00 – Learning from a bad hire: The importance of cultural fit 15:00 – Underrated industry practices: Liberal leave & voluntary benefits 17:45 – Most valuable benefit: Company-matched 401(k) 18:50 – A benefit that failed: Virtual health plans 20:05 – Caregiver dress code and professionalism standards 21:00 – The small mistake owners make: Not tracking KPIs 22:15 – Which KPIs matter most: Hours, starts of care, overtime 24:50 – A recent win: Revitalized company culture and holiday party success 28:10 – Closing thoughts Quotes: Lisa Fausey: "The main reason I opened this business was the ability to employ people and help change their lives." Lisa Fausey: "Don't wait. Hire as soon as you can. I was so afraid to spend money that wasn't generating money, and it almost cost me the business." Lisa Fausey: "If you don't track your numbers, you're just flying by the seat of your pants." David Knack: "Starts of care is a metric you can't hide from. It tells you if you're really growing or just deepening care with existing clients." Resources: 1. Connect with Lisa Fausey on LinkedIn: https://www.linkedin.com/in/lisafausey/ 2. Learn more about Home Helpers Home Care: https://www.homehelpershomecare.com/ 3. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 4. Powered by Zingage: https://zingage.com 5. Watch this episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Mordechai Wolhendler, CEO of GlattHealth Consulting Group and co-founder of the Home Care Show, joins host David Knack to discuss the complexities of scaling a home care business across different regions and the hard lessons learned along the way. Mordechai shares his experience expanding an agency from upstate New York into New York City, revealing how assumptions about "copy-paste" growth can lead to major operational and cultural missteps. He breaks down the stark differences in regulations, reimbursement models, caregiver pay, and even communication styles between markets, emphasizing that what works in one region may fail in another. The conversation explores the "why factor" in decision-making, the importance of understanding local demographics, and how the right supervisor can transform an underperforming employee into a star. Mordechai also highlights the upcoming Home Care Show in Miami, Florida, an event designed for multi-state operators and growing agencies, and reflects on the value of taking time for self-care, even in a demanding industry. Lesson Takeaways: 1. Growth Isn't Copy-Paste: Each market has unique regulations, reimbursement structures, and cultural dynamics. What works in one region may not translate to another. Research and adaptation are key. 2. Understand the "Why Factor": Whether dealing with employees, clients, or sellers, digging into the underlying motivations behind decisions can shape better outcomes and deal structures. 3. The Right Fit Can Change Everything: An employee's performance can dramatically shift under different leadership. Don't underestimate the impact of supervisor-employee alignment. 4. Local Knowledge Drives Success: To truly serve a community, you must understand its demographics, cultures, and daily rhythms, sometimes block by block. 5. Invest in Yourself, Too: As a leader, taking time for self-care (whether it's laser eye surgery or simply setting boundaries) is essential for sustained performance and well-being. Timestamps: 00:00 – Introduction to Mordechai Wolhendler and his background in home care 01:15 – Overview of Health Consulting Group's services: startups, growth, M&A 02:35 – Common projects: state reporting, grants, and regulatory compliance 03:30 – The "building permit" analogy for home care licensure 04:15 – Announcing the Home Care Show in Miami (Feb 17–18) 05:00 – The origin and vision behind the Home Care Show 06:25 – Mordechai's biggest mistake: assuming NYC expansion would be "copy-paste" 07:50 – How regulations and business models differ in NYC vs. upstate NY 09:40 – Reimbursement challenges in a Medicaid-heavy, volume-driven market 11:00 – Cultural and communication differences in NYC 12:00 – How they adapted: finding a niche and differentiating in a saturated market 13:30 – The importance of understanding local demographics and cultures 14:40 – Underrated in home care: the "why factor" 16:25 – How to dig beyond surface-level answers to uncover real motivations 18:10 – The challenge of working with human beings as your "product" 19:50 – A small mistake owners make: blaming yourself for employee underperformance 21:10 – Setting clear KPIs and knowing when to let go of a "good" employee 22:10 – Balancing "hire slow, fire fast" with employee growth potential 23:40 – How the right supervisor can turn a struggling employee into a top performer 25:00 – The disparity between hiring office staff vs. caregivers 26:30 – The difficulty of predicting caregiver reliability and fit 28:10 – A recent win: successfully scaling the Home Care Show to a two-day event 29:20 – Personal win: scheduling laser eye surgery consultation after years of hesitation 30:45 – Plug: The Home Care Show in Miami FL for multi-state and growth-focused operators 31:05 – Closing remarks Quotes: Mordechai Wolhendler: "A mistake is only a mistake if you don't learn anything." Mordechai Wolhendler: "New York City is a volume game. Outside of the city, even in the rest of the state, you don't have that the same way." Mordechai Wolhendler: "The 'why factor' is something people don't look at enough. Understanding why someone wants to sell their agency completely alters the deal structure." David Knack: "Sometimes you can copy-paste, but not always. You have to be ready to go back to the drawing board." Mordechai Wolhendler: "We often don't give ourselves enough time to ourselves. Taking care of yourself is something we need to do more of." Resources: 1. Connect with Mordechai Wolhendler on LinkedIn: https://www.linkedin.com/in/mordechai-wolhendler-353b63a2/  2. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 3. Powered by Zingage: https://zingage.com 4. Watch this episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Matt Kroll, President of Personal Care Services at Bayada Home Health Care, joins host David Knack for a deep dive into the lessons from his 25-year career. Matt opens up about his biggest strategic mistake: trying to launch and manage too many different service lines at once in a search for an "easy way out," which diluted focus and resources. He explains how learning to master one thing before diversifying became the key to successfully scaling operations across over 100 offices. Matt shares Bayada's relentless focus on caregiver recognition, wages, and career advancement as their cultural north star. The conversation delves into the critical balance between investing in caregivers and maintaining financial health, the underrated need for the home care industry to embrace healthcare outcomes and data, and how Bayada is using predictive AI models to prevent hospitalizations and improve care. Lesson Takeaways: 1. Master One Thing Before You Diversify: The temptation to add new services when one gets challenging is strong, but it dilutes focus. True success comes from building excellence and infrastructure in one core service before expanding. 2. Link Short-Term Actions to Long-Term Vision: Avoid the exhausting cycle of week-to-week reactivity. Build business rhythms that connect daily and weekly metrics to quarterly and annual goals to create proactive, sustainable momentum. 3. Invest in Quality and Support, Not Just Wages: While competitive pay is crucial, caregivers and families deeply value consistent, reliable support. Investing in quality supervision and being present for your team builds loyalty and better care outcomes. 4. Embrace Data as a Healthcare Partner: To secure our place in the healthcare ecosystem, we must move beyond satisfaction metrics. Tracking and improving clinical outcomes like falls and hospitalizations demonstrates our value to payers and referral sources. 5. "Embrace the Chaos" with Consistent Execution: Private pay home care is inherently volatile. The key isn't controlling every discharge or admission, but maintaining consistent marketing, admissions, and quality efforts over the long term, like running a marathon. Timestamps: 00:00 - The privilege of care and what hooked Matt for 25 years 04:43 - The alternate path: Wall Street and the importance of relationships 06:50 - Bayada's cultural markers: Recognition, wages, and caregiver advancement 08:40 - The financial equation: Investing in caregivers while maintaining margins 11:30 - The big mistake: Trying to do too many things at once 14:25 - How to thoughtfully diversify payer sources (Medicaid vs. Private Pay) 16:40 - The underrated thing: Embracing our role in the healthcare ecosystem 18:20 - The metrics that matter: Tracking falls, hospitalizations, and ER visits 21:30 - Using predictive AI and care data to prevent adverse events 26:45 - Managing at scale: Building business rhythms beyond week-to-week volatility 29:50 - The little mistake: Managing week-to-week instead of long-term 32:15 - The importance of betting on quality and supervision 35:10 - A recent win: Using data to drive a new "Enhanced Quality of Care" model 37:45 - What to plug: Getting involved with industry advocacy Quotes: Matt Kroll: "I think what I learned is... the need to have a plan to be really good at one thing before you start trying to do multiple things." Matt Kroll: "Quality isn't just about going out and supervising to make sure things are done right. It's about being there when the caregivers and when the families need you." David Knack: "If all we are as a home care agency is a staffing company, it's gonna be really hard to compete... If you are finding other ways to add value... you make their life so many multiples better." David Knack: "You've got to stop being the 'hit by a bus' problems in our own businesses. It's gotta get out of our brains... thanks to the innovations of AI, you can systematize that knowledge." Resources: 1. Connect with Matt Kroll on LinkedIn: https://www.linkedin.com/in/matt-kroll/ 2. Learn more about Bayada Home Health Care: https://www.bayada.com/ 3. Get involved with the Home Care Association of America (HCAOA): https://www.hcaoa.org/ 4. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 5. Powered by Zingage: https://zingage.com 6. Watch this episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Shauna Sweeney, founder and CEO of Tender Care, joins host David Knack to discuss the pivotal mistake that reshaped her approach to building technology for families navigating aging and care. Shauna, a former Facebook executive who entered the care space while caring for her father with Alzheimer's, opens up about how she initially overlooked a simple, physical solution, the Tender ID, because it didn't fit the "tech founder" mold. She shares how clinging to the vision of a complex, all-in-one digital platform delayed solving a critical, immediate need: giving first responders instant access to vital health information during emergencies. Shauna explains why "letting what a founder is supposed to look like get in the way of actually solving the problem" was a costly error, and how embracing a tangible, QR-based tool unlocked rapid adoption and real impact. The conversation explores the underrated power of video for home care marketing, the small mistake of ignoring online reputation, and how the industry must adapt to a more tech-savvy, time-starved family decision-maker. Shauna also shares exciting news about journalist Lisa Ling joining Tender Care as Chief Caregiver Advocate to amplify stories of care. Lesson Takeaways: 1. Problems Need Solutions, Not Your Ego: Don't let preconceived notions of what a "tech company" or "founder" should be stop you from building what the market clearly needs. If a simple, tangible solution works, build it, even if it's not the sleek software you envisioned. 2. Control What You Can Promise: Before building complex integrations reliant on other systems, start with solutions you can fully control and deliver flawlessly. This builds trust and allows you to make and keep clear promises to your users. 3. Show Your Humanity on Video: Home care is built on trust and human connection. Underutilized video is a powerful tool to let families see the compassionate, real people behind your agency. Authenticity beats polished production every time. 4. Tend Your Digital Reputation: A single unanswered negative review can undermine years of trust-building. Proactively manage your online presence; it's a small task with a massive impact on a family's decision to choose you. 5. Competition is Heating Up, Differentiate: As demand grows, so does competition. Compete on quality, trust, and hyper-local, personalized relationships. Big agencies must learn to "stay big but feel small" to win. Timestamps: 00:00 – Introduction to Shauna Sweeney and Tender Care's mission 02:10 – Shauna's background: From Facebook to family caregiver 05:30 – The recurring mistake: Ignoring market signal for a physical product 08:45 – The "Tender ID": A simple QR code that replaces the Vial of Life 11:13 – How the ID triggers emergency alerts and stabilizes families 16:10 – Letting founder ego block the right solution 20:18 – The most underrated tool in home care: Authentic video marketing 25:22 – The little mistake: Neglecting your online review reputation 28:09 – The future of home care: Tech-savvy buyers and hyper-local trust 33:20 – A recent win: Lisa Ling joins Tender Care as Chief Caregiver Advocate 35:07 – How to get Tender IDs for your clients and join the trusted network Quotes: Shauna Sweeney: "My big mistake was letting the better of what one is supposed to look like when solving a problem, get in the way of actually solving the problem. As soon as we actually built these [Tender IDs], they started to go. It's the classic story of the fish jumping into the boat." Shauna Sweeney: "Every day you have to choose to be in service of the solution more than your ego. You have to want to solve the problem more than you want to look cool." David Knack: "If all we are as a home care agency is a staffing company, it's gonna be really hard to compete... If you are finding other ways to add value, to provide useful resources... it doesn't matter that you cost 20% more, you make their life so many multiples better that they'll pay it." David Knack: "Families are gonna fall in love with you. You just have to go out there and let them." Resources: 1. Connect with Shauna Sweeney on LinkedIn: https://www.linkedin.com/in/shaunas/ 2. Learn more about Tender Care and the Tender ID: https://trytendercare.com/ 3. Apply to join the Tender Care Trusted Network: https://trytendercare.com/join-the-network/ 4. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 5. Powered by Zingage: https://zingage.com 6. Watch this episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Michelle Cone, SVP of Industry Engagement at HomeWell Franchising, joins host David Knack for a conversation that spans from marathon running to mission-driven leadership. Michelle opens up about the career mistake that shaped her trajectory: playing it safe early on and not taking enough risks. She explains how saying "yes" to an unfamiliar role in home care as an inexperienced mom became the turning point that led to a 27-year career. Michelle dives into the underrated core of home care: delivering exceptional quality care as the ultimate growth engine. She unpacks why a strong intake process is a make-or-break function, how to avoid common pitfalls that waste time and trust, and why the industry's shift toward value-based care means every agency must pay attention to CMS and healthcare ecosystem changes, even if they're private-pay. The conversation also explores how to use AI and automation to free up time for human connection, why the best caregivers don't want to work with "bozos," and how to build a culture where mission drives every operational decision. Lesson Takeaways: 1. Take the Leap Before You Feel Ready: Waiting for the perfect moment or full confidence can cost you career-defining opportunities. Often, the best growth comes from saying "yes" and stretching into the unknown. 2. Quality Care is Your Best Marketing: Your first client and the quality of care you deliver set the tone for everything; caregiver recruitment, retention, client satisfaction, and community reputation. Start small, excel, and let the results speak. 3. Master the Intake Conversation: A great intake process isn't about selling, it's about listening, educating, and qualifying. By understanding a caller's real needs and fears, you build trust whether they become a client or not. 4. Automate the Robotic, Humanize the Relational: Use technology to handle administrative tasks so your team can focus on what matters: in-person introductions, caregiver support, and building trust with clients and families. 5. Pay Attention to the Healthcare Ecosystem: Even if you're private-pay, changes in CMS, Medicaid, and hospital-at-home models impact your referral sources and market opportunities. Ignoring these shifts is a strategic mistake. Timestamps: 00:00 – The loneliness of caregiving and the need for human connection 02:10 – Introducing Michelle Cone and her role at HomeWell Franchising 05:30 – The mistake of avoiding risk early in her career 08:45 – How a scheduling coordinator job changed her life 11:20 – Why self-awareness and team diversity drive success 14:50 – The most underrated thing in home care: exceptional quality care 18:10 – Why your best caregivers don't want to work with "bozos" 21:45 – The shiny object trap: AI, tech, and keeping the human touch 24:30 – How a solid intake process transforms conversion and trust 30:15 – Turning lost leads into future clients with education and empathy 34:00 – Michelle's recent win: Record franchise growth at HomeWell 36:20 – How to connect with HomeWell and explore franchising Quotes: Michelle Cone: "I wish in my earlier career I would've taken more risks. You're building confidence, you're becoming a subject matter expert, and we all face imposter syndrome. Take the jump and then stretch." Michelle Cone: "Your greatest asset starts with your very first client and providing exceptional care to that client. Great quality client care is your greatest acquisition tool; for clients, for caregivers, for retention." David Knack: "Your best caregivers don't want to work with inconsistent caregivers or bad hires. If they feel like they're the only ones who care, they'll wonder if they're in the right organization." David Knack: "The question is: what parts of the scheduler role can we automate to prevent them from being stuck in the office and instead allow them to be in clients' homes doing introductions?" Resources: 1. Learn more about HomeWell Franchising: https://homewellfranchising.com/ 2. Find a HomeWell agency near you: https://homewellcares.com/ 3. Connect with Michelle Cone on LinkedIn: https://www.linkedin.com/in/michelle-cone-748378127/ 4. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 5. Powered by Zingage: https://zingage.com 6. Watch this episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Jessica Nobles, co-founder of Home Care Ops, joins host David Knack for a powerful conversation about the two mistakes that have defined her 20-year journey in home care. Jessica opens up about the entrepreneurial identity crisis that left her burned out and unfulfilled, living as an "empire builder" when she's truly a "lifestyle entrepreneur." She reveals how this misalignment drained her joy and impacted her team, and shares the framework to help every business owner define their own path to success. The conversation then dives into the tactical hiring mistake she's made "over and over and over again": bringing people onto the team without a clear onboarding plan. Jessica unpacks her "P.O.I.N.T." system, a practical, step-by-step method to get any new hire integrated, confident, and productive in their first six weeks. She also shares the three pillars of a thriving team culture, why "there's no such thing as a difficult conversation, only one that was waited too long to have," and how to use AI to escape the "hit-by-a-bus" problem of institutional knowledge. Lesson Takeaways: 1. Know Your Entrepreneurial Type: Success isn't one-size-fits-all. Define whether you're a Lifestyle Entrepreneur (building for freedom/fulfillment), an Empire Builder (focused on growth and scale), or a Serial Entrepreneur (pursuing multiple ventures). Aligning your business with your true type prevents burnout and creates lasting satisfaction. 2. Prepare the Soil Before You Plant: Never hire someone before you're ready. Create a "P.O.I.N.T." plan (Plan, Outcome, Intent, Next Steps, Team/Timeline) for their first 14 days and six weeks. This saves time, money, and frustration, and sets the new hire—and your business—up for success. 3. Build on Three Pillars: Foster a culture of transparent communication, clear & defined expectations, and supportive accountability. When these are in place, trust grows, performance improves, and difficult conversations become proactive check-ins. 4. Delegate the "80%" to Gain Momentum: Let go of perfection. If your team can accomplish 80% of a task as well as you can, delegate it. This moves you from reactive maintenance to strategic momentum, freeing you to scale instead of just surviving. 5. Separate Your Identity from Your Business: Your worth is not defined by your revenue or hours delivered. To avoid burnout and lead sustainably, consciously separate who you are from what your business does, and anchor your sense of success in your personal priorities and impact. Timestamps: 00:00 - Introduction to Jessica Nobles and Home Care Ops 01:58 - The patterns of success: strategic planning and empowered delegation 04:16 - Moving from reactive maintenance to proactive momentum 05:32 - David's "big mistake" question 06:12 - The entrepreneurial mistake: Living as the wrong type of founder 09:48 - The three entrepreneurial types: Lifestyle, Empire Builder, and Serial 11:26 - Chasing external milestones vs. finding internal fulfillment 13:32 - Redefining success around life priorities, not just business metrics 16:18 - The tactical mistake: Hiring before you're ready 20:22 - The "P.O.I.N.T." framework for successful onboarding 23:08 - "New level, same devil"—why hiring mistakes repeat at every stage 26:53 - The three pillars to prevent hiring failures 29:42 - Why waiting creates "difficult" conversations 31:38 - Balancing supportive accountability vs. micromanagement 34:02 - Systems and processes enable true delegation and scale 37:30 - Using AI to document institutional knowledge and build SOPs 40:12 - A recent win: Taking a sabbatical thanks to a self-sustaining executive team 42:07 - Plug: The Home Care Owners Community and how to connect Quotes: Jessica Nobles: "I lived for 20 years in the cycle of trying to be this empire builder… and I found myself at a place of intense burnout. I was very unfulfilled. I was speaking on stages and people were like, 'Oh, she's so great,' but internally, I was very disconnected from my internal vision." Jessica Nobles: "When it comes to growth, it's usually the same mistakes that I see people making over and over and over again. And when you're getting ready to hire someone, really sit down and put together a plan to get that new hire on point. It'll save you tons of time, tons of money, tons of frustration." David Knack: "You are not gonna arrive at a point in time where all of a sudden you feel fulfilled in your business because of some kind of external milestone… that's emotional work you as an entrepreneur and a leader have to do inside yourself." David Knack: "We've gotta stop being the 'hit by a bus' problems in our own businesses. It's gotta get out of our brains… thanks to the innovations of AI, you can reformat that into whatever version you want it to be on the back end." Resources: 1. Connect with Jessica Nobles on LinkedIn: https://www.linkedin.com/in/jessicanobles/ 2. Learn more about Home Care Ops: https://homecareops.com/ 3. Join the Home Care Owners Community on Facebook (10,000+ members): https://www.facebook.com/groups/homecareops/ 4. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 5. Powered by Zingage: https://zingage.com 6. Watch Episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Kristen Duell, founder of Momentum Healthcare and Technology Consulting, joins host David Knack for a raw conversation about the recurring mistake that has shaped her entire leadership journey: believing that shared passion and purpose are enough to run a successful business. Kristen opens up about the "black eyes and kidney punches" she's endured from moving too fast and trusting that others shared her standards of integrity, without first establishing clear structure and alignment. She explains why "momentum without tension is chaos" and how this hard-won lesson is now the core philosophy of her consulting firm. The conversation dives into the underrated power of emotional intelligence in an A.I.-obsessed world, the critical need for intentional internal communication, and how to evaluate new technology with a life-or-death lens. Kristen also shares the inspiring story behind her non-profit, Ideal for Healthcare, and its mission to create upward mobility and visibility for women in the industry. Lesson Takeaways: 1. Structure Fuels Passion: A shared mission and great culture are not enough to protect a business. You must combine them with clear operating systems, defined expectations, and organizational alignment to execute and grow effectively. 2. Don't abandon emotion when using A.I.: In the rush to adopt artificial intelligence, don't overlook Emotional & Adaptive Intelligence. The best leaders understand different perspectives and practice critical thinking and empathy. 3. Market to Your Internal Team: Invest the same level of effort in internal storytelling and communication as you do in external marketing. Reminding your team why their work matters is a powerful driver of retention and satisfaction. 4. Evaluate Tech with a Human Lens: Before implementing any new technology, ask the tough questions: How will it perform in a life-or-death situation? What is the human impact on clients and caregivers? If it doesn't serve them well, it's not the right solution. 5. Busyness Does Not Equal Success: Stop equating exhaustion with achievement. Make strategic time for the important work, or you risk burnout and a business that can't sustain itself. Timestamps: 00:00 - Introduction to Kristen Duell and her accidental entrepreneurship 02:45 - The inspiration behind Momentum Healthcare & Technology Consulting 08:12 - David's "big mistake" question: What is your recurring failure? 11:13 - The core mistake: Believing passion and purpose are enough to protect a business 13:30 - Why "Momentum without tension is chaos" 16:10 - Balancing high-speed growth with necessary structure and clarity 17:02 - The most underrated thing in home care: Emotional & Adaptive Intelligence 19:42 - The danger of equating busyness with success 20:18 - The influx of Venture Capital and A.I. in home care: Exciting vs. concerning trends 25:22 - The critical question to ask before implementing any new technology 26:52 - The little mistake: Neglecting intentional internal communication 29:10 - Why you need to "market" your mission to your employees 32:37 - A recent win: Helping a billion-dollar organization simplify its tech stack 35:46 - The story behind Ideal for Healthcare and its mission 39:33 - How to get involved with the Ideal for Healthcare community Quotes: Kristen Duel: "I've actually learned that structure and clarity and alignment are just as critical at the heart of really being able to execute and grow within an organization or to execute the mission and vision of a business." Kristen Duel: "Somewhere along the line, we started equating exhaustion with success. And that's really just a dangerous place to live. I've lived it, and I can tell you it doesn't end well." David Knack: "It doesn't matter how fast you're going if you're not going in the right direction. And it doesn't matter how fast you're going if you can't control it." David Knack: "There is a customer in the business and that is the employee, and it is somebody's job to think about how to continually market and sell the business to the people who already signed up to work here." Resources: 1. Connect with Kristen Duell on LinkedIn: https://www.linkedin.com/in/kristenpenfold/ 2. Learn more about Momentum Healthcare and Technology Consulting: https://momentumhtconsulting.com/ 3. Learn more about Ideal for Healthcare: http://www.ideal4healthcare.com 4. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 5. Powered by Zingage: https://zingage.com 6. Watch Episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Kevin Smith, CEO of Best of Care, joins host David Knack to pull back the curtain on a splashy but failed acquisition that taught him a brutal lesson about due diligence. Kevin opens up about buying an adult day health program's home care arm, a deal that made perfect sense on paper but fell apart at the seams, resulting in a massive revenue shortfall. He reflects on the costly mistake of relying too heavily on his relationship-driven "gut" for a process that required forensic analysis, and how the timing—closing the deal the day before his first child was born—added immense personal pressure. Kevin shares how this "abject failure" became the foundation for his subsequent successful acquisitions and offers hard-won wisdom on hiring, the trap of seeking the "perfect" candidate, and why the industry's obsession with the "10,000 hours per week" milestone is overrated. The discussion offers actionable advice on building a resilient, multi-service company that prioritizes its people. Lesson Takeaways: 1. Due Diligence Over Gut Feeling: A strategic acquisition requires meticulous, data-driven verification. Relying solely on a good relationship or a "vibe" can lead to catastrophic financial and operational failure. 2. Hire for Potential, Not Perfection: Letting the "perfect" candidate be the enemy of the "good" one leads to hiring paralysis. Often, the candidate with 80% of the skills but great potential outperforms the theoretical perfect fit. 3. Celebrate Milestones, But Keep Momentum: Industry benchmarks like "10,000 hours per week" are arbitrary. While it's good to celebrate wins, a true leader is always focused on the next strategic goal to maintain growth and morale. 4. Build a Culture That Supports Real Life: Fostering a company culture that actively supports employees' lives outside of work is a powerful driver of loyalty and retention. 5. Don't Over-Invest in Low-Impact Marketing: A functional website and basic presence are essential, but over-engineering brochures and web copy is a poor use of energy. Home care is a trust and relationship business; focus your efforts there. Timestamps: 00:00 - Introduction to Kevin Smith and Best of Care's 44-year history 02:45 - The synergy between Medicaid expertise and a private pay senior living model 08:12 - David's "big mistake" question: What went wrong? 08:37 - The story of the failed adult day health home care acquisition 10:15 - The perfect storm: Closing the deal the day before becoming a parent 11:01 - The aftermath: Retaining only 30% of the expected revenue 12:13 - The key lesson: Applying extreme due diligence to future, successful acquisitions 13:47 - Kevin's "gut feel" approach and when it fails 14:27 - Hiring mistakes: Why the 80% candidate often beats the 100% candidate 16:40 - The most overrated thing in home care: The "10,000 hours per week" milestone 19:32 - The next big goal: One million service hours 21:29 - The leadership challenge of always moving to "what's next" 22:41 - The reward of building a coaching tree and developing leaders from within 23:45 - How a millennial leadership team fosters a culture of work-life balance 25:13 - The little mistake: Overthinking your website and marketing materials 27:50 - A recent win: The successful integration of diversified service lines 29:04 - A deep dive into the move management business and its synergy with home care 32:08 - What to plug: Best of Care's holistic suite of services for senior living communities Quotes: Kevin Smith: "When you fail in life, that's how you learn. You don't learn when you win, you learn when you fail, and when you fail, fail hard. And we failed really hard on that." Kevin Smith: "The common denominator... is the lack of treating caregivers as family members of your company. They are the lifeline of your organization to grow." David Knack: "I have a hypothesis... you strike me as somebody who, gut is a really strong asset for you, that a lot of times you make decisions based on feel and it goes well." David Knack: "The purpose of a website is, does this business exist or not?... This is a relationship business. This is a trust business. This is a referral business." Resources: 1. Connect with Kevin Smith on LinkedIn: https://www.linkedin.com/in/kevin-smith-04755422/ 2. Learn more about Best of Care on their website: https://www.bestofcareinc.com/ 3. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 4. Powered by Zingage: https://zingage.com 5. Watch Episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Gabrielle Pumpian returns, joined by death doula and end-of-life consultant Nicole Soares, for a profound conversation about the one thing every home care agency deals with but few are prepared for: death. They explore a common operational mistake: failing to align a caregiver's duties with a client's core values, leading to disengagement and a reduced schedule. Nicole shares her powerful personal journey that led her to become a "one-stop death shop," while Gabby reflects on the costly mindset of viewing a client's passing primarily as a revenue loss. The discussion offers actionable advice on preparing caregivers for end-of-life care, creating true partnerships with hospice, and building a company culture that sees death not as a failure, but as a sacred, honored part of life. Lesson Takeaways: 1. Align Care with Client Values, Not Just Tasks: A client's well-being is tied to their passions. Failing to connect care with what brings them joy can lead to client dissatisfaction and reduced hours. 2. Reframe Death from a Loss to an Honor: Shift the internal mindset from seeing a client's passing as a revenue hit to recognizing it as a sacred event your team is privileged to support. 3. Your Caregivers Need to Process Grief: Create safe spaces and rituals for caregivers to express emotion and process grief after a client dies. This is critical for their well-being and retention. 4. Forge Deep Partnerships, Not Shallow Referrals: A true partnership with hospice or a death doula involves joint training and shared values, not just exchanging business cards. 5. Identify and Empower Your "Death Liaison": Not everyone is comfortable with end-of-life conversations. Identify a team member who excels in this area and empower them to be the specialist and emotional support point person. Timestamps: 00:01 - Introduction to a unique episode on death, dying, and home care 02:18 - What is a death doula? Nicole Sos explains her role as a "one-stop death shop" 05:35 - David on America's death-averse culture and its link to senior loneliness 06:12 - Nicole's personal catalyst: The accident that put her in charge of her best friend's life-and-death decisions 09:41 - The critical gap in advanced directives: Why having a document doesn't guarantee your wishes are followed 13:45 - Gabby's challenge: Should home care agencies make advanced planning a standard part of their assessment? 17:08 - Gabby's journey from avoidance to leaning into conversations about mortality 21:00 - The "inconvenient truth": Confronting the gut reaction of revenue loss when a client passes 24:49 - Nicole's experience: When a hospice provider's policies conflict with a client's desire to end suffering 28:30 - How to practically and emotionally equip caregivers for a client's final days 31:47 - A powerful success story: Matching a client with a water aerobics-loving caregiver to restore joy and purpose 34:20 - Tapping into an untapped resource: Leveraging the cultural strengths of your caregiver team 35:15 - A simple, high-impact cultural practice: Implementing a daily 10-minute team meditation 37:51 - The power of ritual: Creating meaningful ways to honor clients who have passed away 43:00 - The non-negotiable: Creating safe spaces for caregivers to express emotion and process grief 44:44 - The leadership imperative: Framing end-of-life care as a gift and an honor, not a burden 46:30 - How to identify and empower a "death liaison" on your team to lead with heart and expertise Quotes: Nicole Soares: "I realized I could hold space for people that are dying and that I'm very deeply committed to helping people have good deaths... it was because I didn't get that when I needed it." Gabrielle Pumpian: "When you hear that you've lost two 24/7 clients... when you hear that two people have died, that makes it really difficult to then be able to support your caregivers. Ask them questions, pause, help them understand grief." Nicole Soares: "I really challenge caregivers and these home care companies to really look at what is a client's value and how do we align with that." David Knack: "What a gift that our people are in this business where they get to stand in the gap where family is not able to be there." Resources: 1. Connect with Gabrielle Pumpian on LinkedIn: https://www.linkedin.com/in/gpumpian/ 2. Connect with Nicole Soares on LinkedIn: https://www.linkedin.com/in/nicole-soares-420bb27/ 3. Learn more about Nicole's services on her website, Eco Love Transitions: https://www.ecolovetransitions.com/ 4. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 5. Powered by Zingage: https://zingage.com 6. Watch Episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Gabrielle Pumpian returns, joined by death doula and end-of-life consultant Nicole Soares, for a profound conversation about the one thing every home care agency deals with but few are prepared for: death. They explore a common operational mistake: failing to align a caregiver's duties with a client's core values, leading to disengagement and a reduced schedule. Nicole shares her powerful personal journey that led her to become a "one-stop death shop," while Gabby reflects on the costly mindset of viewing a client's passing primarily as a revenue loss. The discussion offers actionable advice on preparing caregivers for end-of-life care, creating true partnerships with hospice, and building a company culture that sees death not as a failure, but as a sacred, honored part of life. Lesson Takeaways: 1. Align Care with Client Values, Not Just Tasks: A client's well-being is tied to their passions. Failing to connect care with what brings them joy can lead to client dissatisfaction and reduced hours. 2. Reframe Death from a Loss to an Honor: Shift the internal mindset from seeing a client's passing as a revenue hit to recognizing it as a sacred event your team is privileged to support. 3. Your Caregivers Need to Process Grief: Create safe spaces and rituals for caregivers to express emotion and process grief after a client dies. This is critical for their well-being and retention. 4. Forge Deep Partnerships, Not Shallow Referrals: A true partnership with hospice or a death doula involves joint training and shared values, not just exchanging business cards. 5. Identify and Empower Your "Death Liaison": Not everyone is comfortable with end-of-life conversations. Identify a team member who excels in this area and empower them to be the specialist and emotional support point person. Timestamps: 00:01 - Introduction to a unique episode on death, dying, and home care 02:18 - What is a death doula? Nicole Sos explains her role as a "one-stop death shop" 05:35 - David on America's death-averse culture and its link to senior loneliness 06:12 - Nicole's personal catalyst: The accident that put her in charge of her best friend's life-and-death decisions 09:41 - The critical gap in advanced directives: Why having a document doesn't guarantee your wishes are followed 13:45 - Gabby's challenge: Should home care agencies make advanced planning a standard part of their assessment? 17:08 - Gabby's journey from avoidance to leaning into conversations about mortality 21:00 - The "inconvenient truth": Confronting the gut reaction of revenue loss when a client passes 24:49 - Nicole's experience: When a hospice provider's policies conflict with a client's desire to end suffering 28:30 - How to practically and emotionally equip caregivers for a client's final days 31:47 - A powerful success story: Matching a client with a water aerobics-loving caregiver to restore joy and purpose 34:20 - Tapping into an untapped resource: Leveraging the cultural strengths of your caregiver team 35:15 - A simple, high-impact cultural practice: Implementing a daily 10-minute team meditation 37:51 - The power of ritual: Creating meaningful ways to honor clients who have passed away 43:00 - The non-negotiable: Creating safe spaces for caregivers to express emotion and process grief 44:44 - The leadership imperative: Framing end-of-life care as a gift and an honor, not a burden 46:30 - How to identify and empower a "death liaison" on your team to lead with heart and expertise Quotes: Nicole Soares: "I realized I could hold space for people that are dying and that I'm very deeply committed to helping people have good deaths... it was because I didn't get that when I needed it." Gabrielle Pumpian: "When you hear that you've lost two 24/7 clients... when you hear that two people have died, that makes it really difficult to then be able to support your caregivers. Ask them questions, pause, help them understand grief." Nicole Soares: "I really challenge caregivers and these home care companies to really look at what is a client's value and how do we align with that." David Knack: "What a gift that our people are in this business where they get to stand in the gap where family is not able to be there." Resources: 1. Connect with Gabrielle Pumpian on LinkedIn: https://www.linkedin.com/in/gpumpian/ 2. Connect with Nicole Soares on LinkedIn: https://www.linkedin.com/in/nicole-soares-420bb27/ 3. Learn more about Nicole's services on her website, Eco Love Transitions: https://www.ecolovetransitions.com/ 4. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 5. Powered by Zingage: https://zingage.com 6. Watch Episode on Zingage's YouTube: https://www.youtube.com/@Zingage

Victor Hunt, the passionate CEO and co-founder of Zingage, joins host David Knack for a long-awaited conversation. Victor opens up about the critical hiring mistake from his first startup: prioritizing raw technical skill over team cohesion and culture fit, a misstep that almost broke the company. He explains why this "Frankenstein's monster" approach to building a team fails and how it informed his "culture-first" philosophy at Zingage. Victor shares the only two traits he now looks for in every hire and dives into the underrated genius of home care owners, who are often overwhelmed by operational burdens instead of leveraging their deep expertise. The conversation also covers how to create "synthetic capacity" for your team, the power of focusing your energy on high-impact human connections (like in-person client introductions), and the simple mindset shift that can make your business and your life 10 times better. Lesson Takeaways: 1. Culture Over Credentials: A team of brilliant individuals who don't work well together will fail. Prioritize culture fit and shared mission over a flawless resume. 2. Hire for Care and Grit: The two non-negotiable traits for Zingage, and arguably for any home care business, are: genuinely caring about the mission, deep desire to win for the people who depend on you 3. Your Expertise is Underrated: Home care owners possess a deep, underappreciated understanding of the care continuum. The challenge isn't your knowledge; it's having the bandwidth to act on it consistently. 4. Automate the Tedious, Empower the Human: Use technology to offload administrative chores (scheduling, compliance, EVV tracking) so your best people can focus on what only they can do: build trust and create magical human connections. 5. Zoom Out to Your "Why": If you're constantly buried in details, you'll burn out. Regularly reconnect with your original "why." This reframes challenges and helps you deploy your energy on the most impactful activities, like nurturing referral partners and ensuring stellar client-caregiver relationships. Timestamps: 00:00 - The pressure of running a home care agency 01:16 - Introducing Victor Hunt, CEO of Zingage 02:45 - Victor's "passionate" reason for entering home care tech 04:12 - The story of the emergency call for a New Jersey agency 07:48 - David's "loaded question": What was your big mistake? 08:55 - The "Frankenstein's monster" mistake of hiring for skill, not culture 11:22 - The two essential traits Victor now hires for 13:07 - Why home care owners are smarter than they think 16:31 - The concept of "synthetic capacity" and getting leaner 19:54 - The most underrated thing in home care: the owner's expertise 22:15 - A simple, high-impact fix: Doing in-person introductions 24:38 - The little mistake that costs owners their energy 26:52 - Rapid fire: Letting your team take a workout class guilt-free 29:21 - Victor's recent win: Defining Zingage's culture manifesto 32:08 - What to plug: Zingage Operator for back-office relief 33:40 - Connect with Victor Hunt and work with Zingage Quotes: Victor Hunt: "We're not building Frankenstein's monster of a bunch of different appendages that all look nice independently, but don't really do well together." Victor Hunt: "If your whole team is burnt out... If they can't go and get a meal because they're taking three different calls... What are we doing here?" Victor Hunt: "The underrated aspect of this is that this is an industry that is extremely humane. These people have such deep expertise, and they underrate themselves." David Knack: "The cumulative impact of not having done [an in-person introduction] you can just start to see the degrading of trust between your clients and your caregivers and your staff." Resources: 1. Connect with Victor Hunt on LinkedIn: https://www.linkedin.com/in/victor-c-hunt/ 2. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 3. Powered by Zingage: https://zingage.com 4. Watch Episode on Zingage's YouTube: https://www.youtube.com/@Zingage

John "Moz" Mozdzien, a Navy veteran and co-founder of Veterans First, joins host David Knack to share a costly hiring mistake—but not of a person. He "hired" a flawed understanding of VA benefits, leading to a $10,000 loss on his company's very first case. He opens up about the specific rule regarding surviving spouses that they misunderstood and how this "hard fail" became the foundation for a 99.9% approval rate today. Moz reflects on how the crisis forged an unbreakable bond with his business partner, built on pre-existing trust. The conversation also covers the underrated power of genuine listening, the mission to serve veterans and their families, and why treating your caregivers like family is the ultimate key to growth. Lesson Takeaways: 1. Vet Your Assumptions, Not Just People: A hiring mistake can be about a flawed process or understanding. Always double-check the fine print, especially with complex systems like VA benefits. 2. Partnerships Are Forged in Failure: A business partnership built on pre-existing friendship and trust can withstand early, costly failures that would break other companies. 3. Fail Hard to Learn Hard: Your biggest, most expensive mistakes often contain the most valuable, business-defining lessons that pave the way for future success. 4. Your Caregivers Are Your Lifeline: The way you support, pay, and treat your caregivers is the single biggest indicator of your company's health and its ability to grow. 5. Listen More Than You Speak: Check your ego at the door. Surround yourself with people smarter than you and practice genuine listening to understand, not just to reply. Timestamps: 00:01 - Introduction of John "Moz" Mozdzien and his home care journey with Veterans First 02:28 - The mission of Veterans First and the overlooked "non-service connected pension" benefit 05:34 - Moz's big mistake: Misunderstanding a key VA rule, leading to a $10,000 loss 07:15 - The moment of realizing the error and the reaction from his business partner 08:14 - How a foundation of trust allowed the partnership to survive the failure 09:49 - Moz's philosophy on listening, ego, and filling a room with smarter people 14:11 - Underrated industry practice: Home care as a proactive service 16:02 - The critical role of companionship in combating loneliness 17:45 - A simple, high-impact tip: Conducting in-person caregiver-client introductions 19:27 - Going the extra mile: The power of visiting a hospitalized client 22:13 - The common little mistake: Failing to treat caregivers like family 26:07 - A story about building unwavering caregiver loyalty through trust 28:08 - Win of the week: Veterans First is expanding to Los Angeles 29:25 - Moz on overcoming imposter syndrome by focusing on others 30:45 - How to connect with Veterans First and what makes an ideal partner Quotes: John Mozdzien: "When you fail in life, that's how you learn. You don't learn when you win, you learn when you fail, and when you fail, fail hard. And we failed really hard on that." John Mozdzien: "If you fill a room with individuals that are smarter than you, you bring down egos and you listen more than you speak, incredible things happen." John Mozdzien: "The common denominator... is the lack of treating caregivers as family members of your company. They are the lifeline of your organization to grow." David Knack: "The little things are the everythings. An in-person introduction is an easy way to deliver value to everybody in the situation." Resources: 1. Veterans First: https://www.veteransfirst.us/ 2. Connect with John "Moz" Mozdzien on LinkedIn: https://www.linkedin.com/in/john-moz-mozdzien-8190823b/ 3. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 4. Powered by Zingage: https://zingage.com 5. Watch Episode on Zingage's YouTube: https://www.youtube.com/@Zingage

In this re-released episode of Home Care Hindsight, host David Knack sits down with Becky Reel, founder and CEO of Reel Home Care Consulting and former owner of a top-rated home care agency. In their conversation from 2024, Becky vulnerably shares the story of her biggest hiring mistake: bringing her nanny into the office during COVID-19. She details how she overlooked numerous red flags, which led to a toxic work environment and significant business disruption. From this experience, she learned invaluable lessons about the importance of thorough reference checks, truly listening to her team, and the critical difference between "checking in" and "checking on" your employees. The conversation also covers underrated business practices, such as the power of professionally responding to all online reviews, good and bad, to humanize your agency and build trust. Becky emphasizes that the key to caregiver retention isn't just money, but human connection and proactive support. Lesson Takeaways: 1. Dig Deeper When Hiring: Always conduct thorough reference checks, even for people you know personally. Pay attention to red flags in their work history and personal interactions. 2. Check On Your Team, Not Just In: Move beyond tactical updates in one-on-ones. Ask how your team is really doing and how they are getting along with colleagues to uncover issues early. 3. Humanize Your Business Online: Respond to all reviews—positive and negative. A professional, empathetic response to criticism can build more trust than a perfect 5-star rating. 4. Listen to the Cues: Caregiver turnover often has early warning signs. Proactively check on their needs, availability, and challenges instead of waiting for them to quit. 5. Plan Your Exit Early: If you want to sell your business someday, start planning years in advance. Brokers will want 3-5 years of solid growth data, so the time to build value is now. Timestamps: 00:00 - Introduction: Becky Reel's home care journey and successful exit 02:30 - Becky's current obsession: The emotional connection of live music 06:00 - The big mistake: Hiring her nanny and ignoring the red flags 09:45 - The aftermath: A toxic office environment and a hostile work environment claim 12:10 - Hindsight: The specific red flags that were missed 16:25 - The fixes: Improving reference checks and deepening one-on-ones 21:00 - Underrated Practice: The power of responding to online reviews 26:17 - A little mistake with a big impact: Not listening to caregiver cues 31:00 - Win of the Week: Helping a long-time agency owner step out of her comfort zone 33:45 - Home Care Hot Take: Overlooked referral sources, reducing turnover, and exit planning Quotes: Becky Reel: "I ignored so many red flags because I trusted her. But hiring someone you know personally isn't always the right move for your business." Becky Reel: "I truly believe the key to retention is humanizing what we're doing and connecting with our caregivers on a level that they feel supported." David Knack: "At the end of the day, home care is a people business. If you're not connecting with your team, it's going to hurt in the long run." Becky Reel: "If you care, if you have good customer service and you're doing this for the right reason, there is no reason why your agency would not be successful." Resources: 1. Reel Home Care Consulting: https://reelhomecareconsulting.com/ 2. Connect with Becky Reel on LinkedIn: https://www.linkedin.com/in/beckyreel 3. Connect with David Knack on LinkedIn: https://www.linkedin.com/in/david-knack/ 4. Powered by Zingage: https://zingage.com 5. Watch Episode on Zingage's YouTube: https://www.youtube.com/@Zingage