Keeping your audience engaged can be challenging. This has become a lot harder, especially with the virtual setup we’re forced to adapt to. Shifting from live events to virtual spaces is no joke, and Bari Baumgardner sits with Dolores Hirschmann to share her thoughts on that. Bari is the founder of SAGE Event Management, best known for creating «purpose-driven paydays» for coaches, speakers, and influencers. Her “sales is service” strategy is the foundation for many of the industry’s most profitable live events. Learn more as Bari shares what it takes to create an immersive and interactive virtual experience.
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Creating Your Own Stage: Why Virtual Event Spaces Are A Formula To Success With Bari Baumgardner
I am excited to bring you someone that I’ve watched for years in admiration. We’ve become friends sharing the bus in the middle of an event, backstage and long night chats. I’m excited to bring you Bari, who is the Founder of SAGE Event Management company. She is the go-to sales strategist for some of the industry’s most well-known and most profitable live events.
SAGE Event Management is best known for creating a purpose-driven payday for coaches, authors and speakers. You’re going to love this conversation with her because she breaks down the formula behind successful three days of events. If you don’t know much about Bari and SAGE events, they are the event production company behind some of the biggest events out there from a Tony Robbins event to a Pete Vargas event, Fabienne Fredrickson, Russell Brunson to McLaren.
I’ve been to many of the events. I have run into Bari as she’s running around, getting things happen, and making some magic. In this conversation with her, she breaks down the formula for the three-day live events, but how does it translate to virtual? She answers the question around, “How can you, maybe a small business owner, just starting with a small list, create successful, profitable three-day events with what you have right now and from your home?” Don’t miss it.
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Bari, let’s take back one step here a little bit. Tell me about how you arrived in this role that you play with SAGE Productions. I’ve been watching you for many years, and I’ve been seeing you evolve as this leader in the industry. You are leading the conversation around events, launch-type events, enrollment events. What are you seeing in the market as we hit 2022? Is it hybrid, live or virtual? Where are we going?
I’ve been in live events since 1991. I started SAGE in 2004 and it was an in-person event company for the first fifteen years of SAGE’s existence. It started as my bread and butter with nonprofit trade associations. In my first year, that’s what I did, and then someone introduced me to Glazer-Kennedy. I started planning events for Glazer-Kennedy Insiders Circle, which opened me up to the whole world of information marketing.
Fast forward to now. We have clients like Tony Robbins, Dean Graziosi, Jeff Walker, Mary Morrissey and Pete Vargas. We have pretty amazing client lists. We get to work with the best of the best, which I love. Part of that is because the heartbeat of our company isn’t just producing events. It’s producing enrollment events that are designed for speakers, authors, influencers, course creators to take a launch, a challenge or a product and get more leverage from it by adding a live event and moving people in where I was headed.
It’s interesting about working with those people and focusing on enrollment events. In the first fifteen years of our business, we generated about $700 million for our clients in high ticket coaching offers. In the last years, starting with March 2020, because of COVID, we switched to virtual events. With virtual live events, we have generated $400 million in eighteen months.
In the lifestyle of our business, we have over $1 billion in revenue for our clients. When you look at the fact that $700 million was generated in 15 years and $400 million was generated in less than 2 years, you can see the power of virtual events. What’s everybody is debating is, “We are maybe emerging at a COVID. Maybe not. It’s the new normal. We are all trying to figure it out.” Now we have unleashed the potential of online virtual and what could be possible, but we all love in-person events.
If you think about it, I could listen to my favorite band on my phone. I can go into my media room and watch an incredible concert of my favorite band. I still want to go to the concert. I can watch the best movie on my big screen TV. I still like to go to the movie theater. When we think about experiences, we have to think about the fact that in-person and virtual live events are an experience.

Virtual Event Spaces: With virtual events, you don’t need a big list, a big studio, a big production, or a big budget. You eliminate the liabilities of an in-person event.
We are trying to figure out what those experiences look like and the best way to harness the power of them. What everybody’s debating and what we are seeing is this have our cake and eat it too mentality, which is why not hybrid. If in-person and virtual works, why not put them both together, like peanut butter and jelly, what could be better? There are some challenges with that. 2022 is going to be sorting out what those challenges are, figuring out what works and what doesn’t work.
I want to take this conversation to a very specific angle because you are going to relate in the thing we can add a lot of value for our readers. People in the Infor info industry, programs or coaching, feel like if you are a new coach, let’s say that you are in business for the last years, you are in the mid or low six figures. You’re not in the seven figures, but you see all these big gurus with the big events. You feel like, “That’s exactly what I need to do.”
There is no one size fits all. I want you to speak into what is the structure if I were to say a business between $0 and $200,000 gross revenue a year, a business between the $300,000 to $1 million and then a business in the $5 million. If I were one of those businesses, where would you tell me to start? Do I go, run the big hotel and the big production, put $1 million into hope they come, hope I convert, but I’ve never done it before? Let’s talk about that because there’s a big myth about the shots of what an entrepreneur needs to do. You and I have seen a lot of people get in deep trouble. They take loans.
Here is my favorite part about what COVID unleashed for us. There’s always a bright, shiny lining to every dark cloud. This is the silver lining to the dark cloud of COVID. With the power of virtual being unleashed, what I most love about it is if you have a small list and you don’t need to have a big event, you might aspire to be Tony Robbins or whatever guru you follow. You might wish to have a stadium-sized in-person event or hope to make $1 from live events.
What virtual has done is you don’t need a big list, big studio, big production, big-budget and most importantly, you don’t need a hotel. The biggest liability with putting on an in-person event is signing your name on the dotted line for a venue where you have a food and beverage minimum, room block, rental or real liability if it doesn’t actualize the way you expected. There’s a lot of crystal balling in in-person.
The first fifteen years of our business were all in-person. We spent a lot of time crunching numbers reverse engineering math to make sure that we got that right balance on liability with the hotel where we wouldn’t be paying room attrition or writing big checks for food and beverage attrition if we didn’t realize our numbers. The secondary thing you are paying for is all that print and products like real, tangible items.
Video production like cameras and directors.
If you have 10 or 150 people in the room, if you planned on 150, you are paying for 150, you could have probably spent a tenth of that if you knew you were only having 10 or 50. It’s the same thing with print. Once you have printed it, you own it. If you don’t need it all, you’ve wasted that money. What’s amazing with virtual is that you can do it from your home or with Zoom. In my opinion, you need a computer, TV and Zoom. TV, so you can see people in front of you bigger, a computer to run the production, a good mic and some good lighting.
You don’t even need lipstick because Zoom will give it to you.
You can do this all from your home. If you’re just getting started, if you’ve been dreaming about being on stages and waiting on the sidelines for someone to invite you onto their stage, you can create your own stage right now, no contract, no venue. You can guess how many people are going to come. If you guess wrong, all you’ve done is wasted some lighting, computer and TV set up. We have students that are doing this in a quarter of their homes.
There’s always a bright, shiny lining to every dark cloud.
Think about it. If you had 50 people come to your event and let’s say, a very conservative average, 10%, 5 of them bought your high ticket offer. It was only $5,000. That’s not a bad payday. If ten of them are bought, you can start to do the math. If the offer was $10,000, you made $50,000 from a corner of your home and you’ve launched your coaching program. What I have been thinking of COVID and virtual as is the democratization of live events.
Meaning that anybody can do it and you don’t have to have a big budget, big studio or a big list to get started and harness the power of what we think of as a purpose-driven payday. Meaning you can have income and impact, purpose and payday, and you don’t have to take on the liability to do it. Here’s what’s also cool in a nutshell, global reach. From your living room might have people from Africa or Switzerland joining you or whoever you’re following is. You now have a truly global audience. That’s not true if you’re just getting started out and doing it in person.
I’m going to recap here a little bit because I agree that democratization, not just for us, the producers or the entrepreneurs, but the democratization of information for the world. One of the things that I know is that many of these virtual events can be well attended. Not everybody will buy. That is okay because if you’re having a high value and when I say value, it is that you are adding value to people’s lives in your low ticket or free virtual event, you are building a brand that, while not everybody will buy, as long as you serve powerfully from the moment you get on stage on that Zoom, you are going to have a ripple effect that is a long-term payday.
It’s warming up your audience. We often say, “Your live event is designed to get people to rave about you, renew, come back here after a year and recruit other people to come with them.” You’re never going to sell the whole room. That’s true of in-person and virtual. There’s only going to be a percentage, but if you deliver an amazing experience, you are also cultivating a crowd who’s going to rave, renew and recruit.
If you can get them into your high ticket coaching offer, where you also get them to rave, renew and recruit, that’s literally how year over year, event over event, you generate a big business. I mean, a purpose-driven payday. Most importantly, doing your zone of genius, which you’re meant to do, helping others do the same. I think of live events as this massive ripple effect in a global pond. You are the stone that creates the ripple effect in that global pond because when you do your best work, you help others do theirs and it goes on and on. There’s no better or faster way than a live event to do that.
There are three parts here in the audience and bringing people into the Zoom room. The way the container, let’s say Zoom with Zoom lipstick or a fancy room with a lot of investment, either way, that’s a container. Those are two parts that your stage production doesn’t necessarily control. You are based on what the client needs you will facilitate. I know you have some big clients, but I also know that you have a whole community of students in all ranges of sizes of companies.
What you bring to the table is a formula that you have perfected since 1991. You reverse engineer from the moment that audience member, that person walks into the room, what are they feeling? What are they experiencing and how do we get them to say yes to go deeper with that speaker? Let’s talk about that formula and start talking about who are these people that would benefit from this formula and how will they work with you?
What’s interesting about this tying back to your last question and pulling them both together is that whether you’re a big name in this space or one of our students that you’ve never heard of, the formula that we are using for in-person or virtual events, the formula is the same. That’s what’s also great. If you learn the formula, you can pivot back and forth between in-person and virtual because the formula is the same. We call it the 3X3 PAG. What I mean by that is we recommend a three-day event and there are three things you’re trying to do each day.
When I look at the first day of a three-day event, I’m not selling anything. It’s all just about three Cs, content, connection and community. You want to have amazing content, so they’re having a-ha after a-ha. You want to have an amazing connection of them to you as the host, also have them to each other, this like-minded community, which is the third C. Most importantly, connection to themselves, a higher sense of what’s possible for themselves. This is important for an enrollment event because here’s the thing. If you’re planning to sell them something, if they don’t believe they can do it, they’re not going to pay you to help them do it.

Virtual Event Spaces: If you’re just getting started, if you’ve been dreaming about being on stages and waiting on the sidelines for someone to invite you onto their stage, you can create your own stage right now, no contract, no venue.
Often when we’re in a sales environment, we’re like, “How do we get them to divide the thing?” The first step is to get them to believe it’s possible, to believe in themselves. If they do that, they start to future cast what they want in their life, business, health, wealth, love, light or whatever it is that you’re doing, personal development, business development, all the same, future cast what they want it to be and analyze where they are stuck.
The more we see it, we can’t unsee it. It becomes about closing that gap, “How do I get where I want to go faster, simpler and easier?” which leads to day two. If day one was about content connection and community, day two was about pain, solution and invitation. Exposing that gap creates a certain pain. Once we see where we could be, we want to get there faster, simpler, easier. That creates a very real pain I’m wanting to get there. The solution that they’re looking for is you, and it comes in the form of your invitation or what the industry often thinks of as the offer or the pitch. That invitation is a service formula you’re looking for a way to close the gap.“
I have the way to do that. I’m going to give you everything that I possibly can in these three days, but if you’d like more, join me for a year.” That’s where your high ticket offer comes in. If we do this right and the structure leads them to what I think of as an inescapable conclusion, we often in our industry talk about the irresistible offer. It is making your offer yummy. The inescapable conclusion is that by day two, they have reached that tipping point of, “I have so many great ideas. I can’t wait to get started,” to, “I have so many ideas. I’m nervous about getting started. I need a solution.” You have got it in the form of your invitation. It’s a very sales and service approach that our clients love because you’re not having to manipulate them into a sale.
You’re not having to strong-arm them into a sale. They are literally asking you by day two what’s the next step. If you think about it, when we love and experience, what do we say? “This is amazing. I want more.” You’re like, “More lives right over here. Continue the journey,” which leads to day three. The last part of a three-day event is the decision, commitment and celebration. Decide to do something differently. Don’t let these big three days be wasted. Commit to a timeline. Don’t let a day become a decade and celebrate what it’s going to look like on the other side.
If you decide, commit, celebrate, and as you’re plotting that out, you realize you need help, the invitation is still open, “Come join us and let us help you get there. Decide to join us, commit today to being in our program and we will celebrate today at this event. We start the program at the event.” That simple 3X3 PAG. If you were to look at the biggest names in the industry, like open up the hood, look at the engine of their event, they are designed around that formula that I explained. It can be that simple.
I’m going to give you a testimonial or a witness story and then I want to ask you a very specific question that probably you haven’t been asked before. I know you are in the backstage. We didn’t meet at this event, but my first event at that time was in 2014. I sat through that. My eyes are getting wider because if someone has not experienced a three-day event in this experience, it is like nothing you have done before. I had done a lot of things by that day. It was one of those things that took me totally by surprise. By day two, when the invitation came in, I was sitting there with a minted coach. I just had graduated, being awarded the certification from ICF, launching my coaching business and struggling to get started.
The offer came in and it was $10,000 upfront or $1,000 a month. I didn’t have $10,000. I was very proud. I could have asked my family or my partner, but I wanted to do this on my own. I’m sitting there and an invitation comes in. There’s a lot of emotion that I’m feeling. I looked at my bank account and I said, “If I have $1,000 in my business account, I will enroll. I couldn’t do the savings package, but I could do it on a monthly.” I had $1,010 in my bank account and I enrolled. Depending on the course that I enrolled in or whoever was the coach on the stage, what it did to me and you’re so spot-on is that on day one, I started seeing a future for me that had never imagined for myself and started believing that I could step into that future.
I know this is a great formula because, since that day, I have been in many events, I have felt not as deep as that day, but the same feeling in multiple hosts, but the mega host of all these were you. SAGE Production was the host for all of this, ultimately. It was a great story. I enrolled and it changed my life. Here, you and I are talking. I’ve done fun things and helped a lot of people make a lot of money. The question for you is, what preparation do you give the host?
We are talking about people hosting these events, maybe for the first time. For some people in the audience, maybe there is a deep, emotional experience that they are going to go through. How do you prepare your hosts, which are your students to navigate, manage journey with the audience through that feeling of possibility on day one, sometimes deep pain on day two, and the fear which to I felt, and the courage to take action, because it’s not small money here, or for many people in the audience, they’ve never invested in themselves. They could be millionaires, but if they have never invested in themselves as a whole coaching experience, and I’m asking this as a coach, because how do you prepare your host in leading that emotional experience from the stage?
Once people see where they could be, they will want to get there faster, simpler, and easier.
That experience you went through is true of all of our audiences. We’ve tested this in different markets, niches and languages. What’s fascinating is buyers are buyers. A buyer in Brazil doesn’t look different from a buyer in France. It doesn’t look different from a buyer in Japan or in the US. That’s awesome about this because the psychology of a buyer is, “I’m either going to be an emotional buyer or a logical buyer.” Keep in mind that the model is not bait and switch. It is not giving you just enough to be dangerous. It’s like, “I’m giving you the model and method.”
The reason for buying is you want accountability, community, hand-holding, cut a check for speed. Sometimes you want all of those things, “I need help getting there,” and you want to get there faster. That’s the theory behind. It’s important to know that. Some people are going to take what they got at the event and go do. It’s like, “Great. Hopefully, you’ll come back next year and bring more people with you.” Other people are going to say, “This is amazing, but I could use help.” The psychology of it and emotional buyers going to hear the offer and be like, “That’s for me. I’m in. I’m going do it.” Whether they have the money or don’t have the money, the emotion is just, “I’ve got to do this.”
The logical buyer is more like you and me. I’m a logical buyer. I’m married to an emotional buyer. We have both in our household. The logical buyer is going to basically take their time to crunch their numbers, ask questions, figure out how they can make it possible, plumb through the depths of all the fears and the objections. It’s why I love a three-day event because there’s a saying, “If I had more time, I would write you a shorter letter.” It is tempting when you are getting started to think, “I’m not ready for a three-day. I’ll do a one-day.” A one-day is harder than a three-day. You have to nail your point, “If I had more time, I would write you a shorter letter.” It’s harder to do a Ted Talk than it is to do a one-hour talk. It’s harder to do a one-day than it is to do a three-day.
What I love about a three-day is it allows you the time to love up your attendees on the first day, take them on the journey to what more from you on the second day. For those logical buyers, give them the time to ask the questions, work through the objections, talk it out with you, their team, spouse, bank or with whoever they need to talk it out with until they get to the right decision for them. What is super important from a sales and service perspective is to allow the time for you to go through those objections and for them to go through those objections. You don’t want to penalize a logical buyer, especially when you’re making a high ticket offer a $10,000, $15,000, $25,000 or $35,000 investment.
You should take a minute to contemplate if that’s right for you and ask all the questions. You, as the host, if you want to serve your audience, you want that time to answer those questions and make sure it’s right for them. A key concept in our industry, if you’re in this for the long haul, is today’s non-buyer is tomorrow’s buyer. If you take good care of all of your people, you’ll be amazed how year after year, someone who said no on year one will say yes on year two, based on how you treated them in year one. It’s important.
You may or may not be conscious of some of the words you used, but I’m going to pick two. If you are in this for the long haul, that’s key. This is not a let’s get rich strategy. That’s one thing. The other thing you used multiple times was love up or the word love. Those are key ingredients that if you are reading, this is not a quick sale scheme. This is a, “How can I love the people I serve so much that I invest time in serving them powerful for three days, that year after year long, call consistency, this will lead to the dream of a growing business with a growing impact that I have.”
Why do I reiterate what you said? It is because people are forgetting that. COVID has launched everybody into becoming an entrepreneur and they see the one-day wonder people say, “Tony Robbins can do it. I can do it.” Tony Robbins has been doing it since 1980. That’s a long time of building trust in a market. Commit to serve powerfully and be in this for the long haul. Otherwise, it’s not.
Interestingly enough, doing this with some pretty iconic leaders over the last years, I can tell you there are certain names in our space that, at certain times, everyone was like, “That’s the one to watch.” They’re unstoppable. They’re nowhere around. No one even knows their name. You have other people like Tony Robbins, Dean Graziosi, Jeff Walker and Mary Morrissey who have been around for a long time. If you were to look at what is the consistency is they serve hard and allow them to sell easy. That concept of service, having worked with them behind the scenes, I promise you, the decisions they are making are through the lens of how do we serve our audience. They want to make money there.
Sustainability 101.

Virtual Event Spaces: If you deliver an amazing experience, you’re cultivating a crowd who’s going to rave, renew, and recruit.
That’s right, because of the purpose-driven payday. They want the payday, but not at the sacrifice of purpose. They want the income, but not the sacrifice of impact. The ones who are the one-hit wonders, the flash in the pans, are the ones who are so focused on the money and not focused on the service. You can only ride that for so long. It’s a one-trick pony. It doesn’t last very long. When you are focused on service and leading with your heart, your audience, that authenticity, transparency, and we sometimes walk away from a sale.
Good leaders will say, “I love you. I think you’re not ready for this right now. I don’t think this is the right time for you.” If you decide it is, that’s up to you. That’s the difference between a sale at any cost and serving your audience and saying, “I want to make sure you make the right decision today because I’d like for you to be with me tomorrow.”
Spoken from the lady who has been at this for many years. You are in this for the long haul. I love that point you made about, “Don’t sell if the audience is not ready or if you’re closing a sale.” There’s an authority that you build. It happened to me when someone purchased a product and we went into onboarding. I said, “Stop the ball. This is not right. Let’s take three months to see if the client can get ready for this service that they want to buy.” It was funny to watch because the client was like, “I want it right now.” “You are not ready.” I’m not going to say no.
When people are begging you to sell something and you’re saying no, that’s an actual, magical place of authority and loyalty because you now raise the bar for that person. They’re going to go do their homework so that they can be ready to work with you. That’s a whole other conversation that very few people speak off in this industry.
What is interesting in virtual is it’s very transparent about what’s happening behind the scenes because they’re all talking. They are talking in chat. We use Zoom. Zoom is a platform for a $400 million revenue stream for our clients. All of it was done on the back of Zoom. There are 350 million users on Zoom every single day. Everybody knows how to use it. You don’t have to make it harder than it is, but know that they are watching each other and chatting. If you’re behaving one way over here and somewhere a different way over here, like your onstage and backstage persona, don’t match. That’s going to come out when someone says in the chat, “Don’t go talk to a team member. They are going to try and sell you.”
People want the payday, but not at the sacrifice of purpose.
It’s a super aggressive environment. If you do it right, they’re like, “I see you have a question. You should go talk to the team. They’re amazing. I chatted with them and they helped get me to the right decision.” Sometimes the right decisions know. That transparency and authenticity are more evident in virtual events than it’s ever been. It’s quick. What worries the host sometimes is, “How do I fill the room? How do I make an offer? How do I overcome objections?” In the overcoming objections piece, there are five universal objections. We said, “Buyers are buyers. Buyer psychology is buyer psychology.”
It doesn’t matter what market or niche. It always comes down to time, money, spouse, fear, shame and self-doubt. If you know that going in, you can support your buyer through plumbing the depths of, “Do they or don’t they have the time? Do they or don’t they have the money? Is their spouse a stumbling block or are they the stumbling block? Can they get over the fear, shame and self-doubt?” We spent a lot of time with our hosts and our students, coaching them through how to do that from the stage and behind the scenes because if you understand that those are the layers they are going through to make a buying decision, you can better support them in making that decision.
Where can people find you, maybe become a student of yours or hire you to run the show?
We do an event twice a year called The Virtual Event on Virtual Events. In that three-day, we walk you through exactly what the formula is and more detail than we have gone through. We have one coming up. It’s the first week of March 2022. It’s TVE.live. If you’re interested, you can go check that out. It’s fast and furious. It’s about to come. We also are on podcasts around you. We are starting to do more on social media. We have a little bit on Instagram, not as much as we should. We are busy running our operation. We have a coaching program called LEAP, the Live Event Accelerator Program. If you’re considering a more long-term investment, you can always seek that out. We are getting amazing results with our students in LEAP. The names of people that you’ve never heard of who are out there making money every single day from their living room, using the power of a live event and a virtual event.
Thank you so much for taking the time to chat with us. This has been an amazing value-packed, and I’m very grateful.
Thank you. I’m grateful. I always love spending time with you.
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I’m thinking about this interview with Bari. She breaks down what you need to know around three-day successful payday events. She talks about what happens on the first day and why do you have to spend your time connecting and bringing great content to your audience? What happens on the second day as you reveal the gap, the need that your audience has and invite them to work with you? What happens on the third day, where you celebrate and help your audience make a decision to go deep with you. Don’t miss this opportunity to learn from Bari, who has spent many years since 1991. She has been working in the events space and specializing in the last years in info products or coaching programs, live events and virtual events that are generated multimillion-dollars for her clients. Don’t miss this episode.
Important Links:
- SAGE Event Management
- TVE.live
- Instagram – Bari Baumgardner
- LEAP – Facebook
About Bari Baumgardner
Bari Baumgardner is the founder of SAGE Event Management, best known for creating «purpose-driven pay days» for coaches authors, speakers, course creators, and influencers. Her “sales is service” strategy for high ticket offers is the foundation for many of the industry’s most profitable live events (Tony Robbins, Russell Brunson, Dean Graziosi, Jack Canfield, Jeff Walker, Stu McLaren, Pete Vargas, and more!) In March 2020, SAGE began producing virtual events – and launched a tech company to create a truly immersive, interactive experience for hosts, speakers and attendees. SAGE has quickly become a leader in the virtual event space, generating over $350 million in virtual event revenues for their clients in the last 18 months.
In business, your marketing should be an extension of who you are, and not just another chore. When you approach marketing in an authentic way, barriers disappear and you are able to connect with your prospective clients in a new way. Branding and marketing consultant, Christina Frei, talks to Dolores Hirschmann about her authentic, and holistic approach to marketing. Christina takes pride in birthing the Innate Marketing Genius tools and methods which help brilliant, mission-based entrepreneurs become compelling experts and get great clients by simply being their own brand. Learn more as Christina shares how Innate Marketing Genius can grow your business and connect you to your natural inner marketing strategy.
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Watch the episode here:
Listen to the podcast here:
Branding Boss: Christina Frei On Growing Your Brand Through Authentic Marketing
I’m so excited about my interview with Christina Frei. She pretty much held every job. She has come through to the role of a marketer and marketing teacher, marketing coach from a place of understanding who her clients are and helping them understand or unlock their true identity. I’ve met with Christina before.
I fell in love with her approach to teaching marketing because it’s very aligned with what we do here at the show when we talk about trust funnels. You don’t want to miss this interview with Christina Frei. It’s not just an interview. You’re going to find tons of strategies and tips that she will share with you on how to market your message in a way that is authentic, unique and makes you stand out. Don’t miss it.
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Christina, I am so excited to have this conversation because we are both marketers. There are many different ways to do the marketing thing. There are many different ways to bring our messages and our work to the world. Talk to me first about your journey. I love what you’re doing as a marketer and teacher. How did you get to this point?
I focus on four verticals. I want to speak to them because I have been studying each of those verticals for many years: life coaches, real estate agents, financial advisors and wellness professionals. For each of those, I’ve had life coaches forever. I’ve worked with many financial professionals in my own life. I was a real estate agent for a while. I’ve invested in a few properties. I continue to study that. I’ve been on an intense wellness journey since 2003-ish and have studied that.
Let’s start there, studying the industries that I work with. Not only that but I also have been on a pretty strong spiritual path which took me to Berkeley, California for a while. I was studying how to manage my attention for a while. That led me to create a mindset tool that I use all the time, which I call the Generosity Practice. I can connect all the dots.
I can tell you’re a marketer because of the riches and the niches. It’s not just as a strategy, but there is power in being clear on who you serve and why. What you are sharing is it’s not that I chose those people or verticals to serve because I needed to pick some and I picked those. These are verticals that you have been much vested in, whether it is as a client of these service professionals or both as a client and a provider in this vertical. If you’re reading this, it’s going to be an interview with Christina but have a piece of paper and a pen because embedded in this conversation, there are going to be very valuable marketing lessons. I love the importance of being able to get in your client’s shoes and see the world as they see it.
There is power in being clear on who you serve and why you serve them.
The mindset tool is what led me to the work that I do. In 2014, I was in this big transition in my career. I always knew that this particular mindset thing that I had created out of thin air very unexpectedly was something I could always lean on. I used it with everything I had. It turned my career around quickly, as far as go. I have these lucrative contracts that seem to fall in my lap. Something got activated in me. I knew who I needed to contact. They all had great work for me, things like that. I started teaching this tool to people who had not done a ton of energy and attention management stuff in Berkeley, California.
It was specifically the Berkeley Psychic Institute. I spent thousands of hours looking at people’s energy fields and learning tools on how to manage my attention which is a ninja of all the millions of ways our attention is diverted. I take great pride that I spend a ton of time. I can sit in a chair, focus on one thing and be in a whole different world if I feel like it for ten hours straight.
I’m writing it down. I’m going to check that one out.
They’re still active and incredibly valuable. When I had people in 5 countries try the Generosity Practice out for 30 days, I got results in the form of very lo-fi videos. Business owners told me they marketed much more consistently and boldly. People who were not inclined to get out there consistently were like, «I feel huggy. I want to go and help people. I love doing this. I’m better at sales negotiations. Who knew?»
Some people could get out of their way and not be worried about closing the deal. It was all because of the Generosity Practice and a quick word about what that is. It has you decide every day, «What is the coolest way that I could be a contribution to life, to the people around me and the world?» You decide that. It’s a generative, creative, decisive practice. You need to get out of your way, tune in, step into the unknown and let something drop in. That’s where the power of the practice is and then all these amazing results.

Authentic Marketing: Some people could just get out of their own way and not be worried about closing the deal, all because of the generosity practice.
We do a workshop every other month for our clients. We charge a little bit of money for people who are not our clients to attend. I had a team meeting where I said, «I don’t know why but the vision workshop of December 2022 is going to be free. In 2022, I want to help as many people as I can in that workshop and show up powerfully.» It doesn’t matter.
You’re giving me a framework for what I was feeling. For that, thank you. There are many layers to this. Some layers are what get in the way of solopreneurs and personal brand businesses, which is sometimes like, «I don’t want to sell myself.» It creates so much noise that we stop doing anything consistently, let alone marketing.
When we flip and say, «Wait,» the cell is part of the process of serving someone powerfully. There’s no judgment around it because if you are hungry, you eat food. If you’re thirsty, you drink water. If you want to serve power food, then you have a framework and a way to do that sustainably. That’s a business. What I’m hearing from you is lead with contribution and everything else will follow.
It’s incredible to watch. I never thought this is where all of this would go. I will share with you the last bit. After the business owners said that to me around, «I’m a better marketer,» I was like, «I need to listen to that and go with it.» I did another field study, 40 business owners over 4 months. I created their marketing plan and came up with their core message. I started with this inner journey wherein the process of doing that inner journey, they figured out their favorite way of serving other humans beyond being a real estate agent or a life coach.
I call it your innate marketing genius archetype. It was this archetype of joyful service, something that is life-giving to you, hence sustainable. Things like a master of ceremonies, for a lot of life coaches, a wizard of bringing out the best in every one or an adventure guide, which then became a category eventually. Adventure guides are people who see what’s possible even before you do. They’re ready to inspire bold action for people. That blew my hair back.
I studied all 40 archetypes and found strong categories, which are nurturers, adventure guides, door openers, study presences and celebrators. Each one has different gifts to bring to the table but the cool thing is it shows you how to tell a better brand story. If you operate from that deep why with your archetype reveals, you know how to magnetize people with a better story from that place. You’re already, «I care about you. I’m going to unfold and unpack this work in a super caring way based on my deepest why.» Everybody wins in that scenario. That’s a lot of the work that I do. How do you take this magic voodoo archetype and translate that into a story or strategy?
Let’s dive into that. My next question is about your work. You talk about being a marketer, how you are different as a marketer and the difference between the marketing brain, the client service brain and your clients. Your programs are four months long. You take someone from where they are to being an unstoppable, consistent, efficient and converting marketer in sixteen weeks. In detail, what does that look like?
Every day, you have to decide what the coolest way is that you could be a contribution to life, to the people around you, and to the world.
I’ll use one of the life coaches that I worked with as a model. I had a life coach come to me. She’s a career and life coach. Her marketing looked like she was doing a little bit of unfocused networking, showing up, being friendly and hoping for the best. She was doing sporadic social media posting. There was no email list and there were a few other things. Maybe she did a spotlight talk here and there. It was very random. She had some clients but it wasn’t very compelling.
With our work together, she did three big things that are different than a lot of other marketing approaches. Number one, she started with 30 days of the Generosity Practice. It makes you unstoppable. You can’t wait to get out and serve, which then gets you over yourself when you have to do something scary. For her, it was getting out and giving talks. That was another piece. I would call that step three.
We figured out she needs to give a talk about the biggest thing she sees holds people back. She did a whole inner critic talk, taking a stand, becoming a leader, freely helping people with this information. The step I skipped there was, «What’s your deepest archetype?» She’s a very specific nurturer. She creates a sanctuary in a room like a group and brings out the best in everyone. Hence, I call her a wizard. We figured out her deep archetype.
One big strategy that establishes your expertise and also shows your humanity shows that archetype. That is a big decision to make. Everyone’s like, «I can’t do one marketing strategy.» I’ll give you this example. Her talk translated into a way to get people to sign up for her email list, ideas for articles, anytime she needed them, videos, when that was appropriate, stuff to invite people to on social media, her email list and networking groups. I could go on. 1 strategy equals 10 strategies when you commit to the right big strategy for you.
In that work that you do with your clients, you don’t do what most marketing coaches would do, which is telling them what to do. You wake them up and empower them to do marketing their way. The commitment is not so much the hard part. What you’re saying to them is you commit, trust and don’t keep going for the next bright, shiny object syndrome of strategy like, «I have a new coach. I’m going to hire a new coach who will tell me something different. That didn’t work. Let’s go hire another coach.» That’s what people do. They go and hop from a new fad of marketing to another.

Authentic Marketing: What you really want to do is you wake your clients up and empower them to do marketing their way.
What you’re saying is that we picked one lane and committed to driving that lane for at least six months. You can’t test anything unless you do it consistently for at least six months. It’s going to work because anything you do consistently will work. If you eat vegetables consistently, you’re going to get healthy. If you eat McDonald’s every day, you’re going to get unhealthy. It is what it is. It’s not about a big moment. It’s about the micro-moments.
You’re also making me realize something that I’m not sure I got until you said that. It’s the sneaky reason why I have people do the Generosity Practice for 30 days. I’m asking you to commit for ten minutes a day, sit your butt down in that chair, make some decisions and visualize some stuff. It’s going to be life-giving. You need to trust me on that. This is what happens. If you can show me you can do that, then you are also willing. You get better at adopting a new habit. Your marketing becomes your lifestyle. It needs to be a daily thing. You need to choose wisely.
Brilliantly, you’re combining the habit part of this with life-giving strategies that don’t feel tiring nor do they have a lot of baggage in them. People come to you and say, «If I do a Facebook Live, I will throw up.» I’m assuming but I’m sure it’s true. By the time they’re done with you, they can’t wait to do tomorrow’s Facebook Live.
Even though it’s my job to identify the right strategy for anyone I’m working with, that doesn’t necessarily mean it’s a comfy cozy strategy. That’s the point. You are going to be a leader in a way that you might not be used to. I want you to feel supported and also unstoppable, even if something is new.
You’re also helping them focus on a micro goal every day. All you need to do is go to bed tonight, knowing that you contributed something to someone powerfully and everything else will be taken care of. What are you looking forward to?
Lead with contribution and everything else will follow.
My way of getting out there and making a difference in the world as a marketer is to give talks. The one thing I cannot wait to do is to get up in front of people in-person again and love them up. I am excited about that. That’s number one. The other thing is, as a responsible business owner, I’m also making friends with the internet in a way that I’ve never done before.
It’s time to help a total stranger. Come to my website, get to know me and understand this work enough to be like, «I get it.» That’s been a transition. My website has been secondary. It needs to be a bit more primary. I don’t know how long this pandemic is going to go on so I need to operate accordingly. That includes SEO-friendly articles that I’m spending a lot of time on. Making friends with the internet and getting back to talks.
One of the things that we talk about in the show is clarity. Clarity without action is like prepping the salad and then eating a cheeseburger. You are talking about having clarity about things you need to do to become digitally attractive in a consistent way to build a relationship with strangers and nurture them. What’s going to get in your way of taking action on that? You’re assertive and decisive on this but things get in the way. By sharing that, our readers will understand that clarity is great but without a clear plan of action and accountability, you are setting yourself up for failure.
I wrestle with the same things my clients do, which is the shiny joy of marketing that I want to chase after and do well. «I want to get on Clubhouse and be this great expert. I want a beautiful Instagram feed that gets me tons of hot leads. I would love to do YouTube.» Is there anyone in business who is not tempted by all the amazing ways to get out there, change lives and be out in the world?
I resonate with that, though I struggle with that sometimes. The other thing is the overall sense of fear that’s in our culture because of the pandemic. That would not have me reaching out, picking up the phone and sending an email to possible venues because I’m too afraid of even asking. Could I give a talk like that? Fear is real. You have to follow these rules and there are knee-jerk responses like, «We can’t be in-person yet.» Making each other wrong because you’re approaching the pandemic this way versus this way and who feels safe and who doesn’t feel safe. That still is in the air for us.
I probably need to meditate more to be okay with that and get over my resistance to that. It’s human. I get it. I would say that. Those are the biggies. Lastly, the whole thing about making friends with the internet is one big exploration. I hope that I can keep my head on straight about that and not expect too much. Keep studying and exploring. «Try this. How about this?» Instead of, «I’m not getting clients yet,» and being upset about that. A lot of it is mindset and then there’s getting back into the flow of giving talks like it’s normal. I can’t wait until it’s normal again.
What is one book, podcast, Netflix or Prime series we should all check out?
You have probably seen this already because it’s blowing up on Netflix but it’s Midnight Mass. This is a spooky series by Mike Flanagan. He did The Haunting of Hill House and The Haunting of Bly Manor.
Is that scary?

Authentic Marketing: You need to get out of your own way, tune in, step into the unknown and let something drop in. That’s where the power of the generosity practice is.
It’s not too scary. It’s disturbing, very character-driven, brilliant and rich. I’m not going to do any spoilers, you could ruin it with them. I won’t go there but it’s a beautiful and entertaining exploration of fanaticism. Seemingly normal people in a small community on this small island and what they justify in the name of their beliefs is mind-blowing.
It is so relevant to what we’re all going through, whether it’s your response to the pandemic, people’s need to believe certain things and any polarization that’s happening on any front. This takes it head-on. This is how humans can get crazy when they believe something strongly. It’s the most beautiful cautionary tale I’ve ever seen on that level
What is one action our readers could take?
One action is discovering what your marketing archetype is. I spent about a year figuring out how to translate everything I talked about into an assessment. I have this assessment on InnateMarketingGenius.com. It takes about 5 to 10 minutes. If you take that assessment, you’re going to discover if you’re a nurturer, adventure guide, door opener, steady presence or celebrator, maybe a combination of the two.
Know that assessments are fallible. Look at those 35 statements, think about them and be okay with, «I don’t want to serve people in that particular way. I want to serve them in this way.» A lot of times, as service-based professionals that want to help everyone, it’s hard to admit, «I don’t want to help people in that way.» That is hard. I get that.
It’s hard, especially for the empath and giver. I remember when I started someone warned me and said, «You don’t want to have a lot of one-on-one clients. You’re going to get tired.» I’m like, «No, bring them on.» Then you’re like, «I changed my mind.» You want to get started with anything goes and then as you go, you realize that some activities or ways of serving drain you. Some activities and ways of serving give you life.
A quick example, the first statement is, «I love putting people at ease in a room. If there’s a group of people in the room, I’m the one who naturally puts them at ease.» I could see someone wanting to be like that but if you’re not like that, then that’s okay. It’s InnateMarketingGenius.com/Assessment.
Thank you. I will go do it because I’m curious. Where can people find you? Do you have any parting thoughts?
It’s www.InnateMarketingGenius.com. My parting thought is it’s likely that the reason people choose to work with you is not just about your expertise. It’s about who you are as a human and what your deepest why is. A lot of times, that’s not incorporated into your marketing. Give yourself a chance to discover that deep why and then bring it in. We want to hear from you on those levels.
Each one of us is special. If there are one trillion coaches out there, there’s still only one of you. Thank you much, Christina, for taking the time to chat with us and for giving amazing tips and strategies to our readers to market themselves authentically.
Thank you. It’s been a pleasure.
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I loved my conversation with Christina Frei. As a marketer myself, I recognize when I find someone who is uniquely aligned with the role of marketing as a service role. Christina shares how exploring her spiritual path, finding and implementing a system, a methodology of giving back, of waking up every day from a place of contributing and generosity has not only turned her life around many years ago.
She applies this to the work she does with her clients in helping them market themselves out authentically. Through her Generosity Practice, she has helped her clients understand what kind of marketers and givers they are and align their actions to their unique way of serving powerfully. You don’t want to miss this interview with Christina.
Important Links:
About Christina Frei
Christina Frei is a marketing consultant, author, and creator of the Generosity Practice mindset work and the Innate Marketing Genius tools and method. She helps brilliant, mission-based entrepreneurs become compelling experts and get great clients. In between, she chases her dog around with a stuffed animal snake, meditates on a pink couch, and obsesses over the perfect cup of green tea, all in a seaside town north of Boston.
If you are passionate about something, you can make it work. Just do it! This is exactly what Jon Tota did with his passion for creating original content. He created a video training platform before it was cool but then sold the company in 2020. He didn’t give up and he got back to creating original video content at his latest company, Syntax + Motion. Dolores Hirschmann brings Jon in to talk about his entrepreneurial career and his passion for creating original content. Learn how to just do what you love and stick with it. Also, find out what he does now in the realm of synthetic media.
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Watch the episode here:
Listen to the podcast here:
How Jon Tota Followed His Passion For Original Content To Find Syntax + Motion
I am so excited about my next guest. Jon Tota is an EdTech entrepreneur, digital media innovator and podcast host of the Learning Life Show. He helps clients with their online course strategy, producing innovative digital media and creating digital avatars of thought leaders, influencers and personalities. You do not want to miss this amazing conversation with Jon.
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Jon, thank you so much for taking the time to connect. We’ve known each other for a few years now, but we still have a missing date of skiing together.
It’s great to be here with you, Dolores. We’ve got to do it in person and hopefully, it will be on the slopes.
In this show, we are all about understanding that clarity or confusing journey that each one of us took to get to where we are. What was the journey that brought you here and how much clarity or confusion did you experience in the journey?
It’s probably a lot of a combination of both as everybody. As you know a little bit from my background, I started out of college back in the mid-90s as a screenwriter. I failed as a screenwriter. I wrote a bunch of scripts and I got a bunch of options, but nothing ever got produced. I ended up going to Wall Street, that’s where my family had always worked and I got into technology. I wasn’t trained to do any network technology or anything, so I took the opportunity to learn something I didn’t know that I was interested in.
Believe in your idea and take the leap of faith. You don’t have to always be practical.
One thing led to another. I took a job with a small technology consulting firm. In 2002, I partnered with a couple of guys from that consulting company to start Edulence, which was my first company. At the time in 2002, it was before YouTube, people weren’t doing a lot of online videos. Our idea was to develop a platform for online video specifically for training. We were in the financial services space. We started that and we had a lot of confusion doing something before the market was ready. We had never been software developers.
That company ran for eighteen years. We learned a lot because online video and the internet advanced a ton over that period of time. We had to evolve our platform and our offering. There were a lot of moments where we were very confused, and then times when we had those moments of clarity. We pivoted the business probably at least 3 or 4 times. That company was acquired in 2020. It was a big success for all of us and it was a good exit. If we knew more clearly what we were doing, we might have gotten to an exit about 7 or 8 years sooner.
Let me unpack a little bit what you said because part of the purpose of this show is to shed light on the journey of many of us entrepreneurs who have multiple businesses or just one business. There’s a myth about our linear path and our capacity to know what we’re doing at all times. Every time I talk to my guests, none of it was totally linear nor clear. There’s a common through-line to many of my guests, which is we’re all visionaries.
You said it’s like, «We knew what we were doing in 2002, but there was nobody else who knew what we were doing or seeing what we were seeing.» How do you handle an idea and a vision that is clear, and the confusion comes with the disconnect with the market? Your vision is here but the market is here. Any innovation is about thinking and imagining something that doesn’t exist. The risk and the challenge for any visionary is, “How long do I have to wait or how much do I have to work the market up to educate, to be able for my vision that is so clear match a market that is not ready?”
It’s a great point because it’s something that as entrepreneurs we all struggle with. It’s that if you are passionate about your idea and you feel like it can change your industry and the world, it should be something that no one else is doing. If no one else is doing it, it’s great for you personally. It feels good because you’re an innovator, but then reality hits you. It’s like, «No one’s ever had a budget for this. They’ve never paid for this before.» It’s that aspect of believing in yourself and your vision, and following that passion. For us, streaming video didn’t work very well in 2002. Every presentation would rebuffer and there was always someone with CD-ROMs and DVDs who are like, “You’re crazy. It’ll never work.”
You have to have the conviction, but it is taking that leap of faith a little bit on your instincts. In my world where you’re in the technology space, if you start thinking practically, you’d say, “This is crazy. It’s never going to work.” It’s having good partners. A lot of people say this with technology companies, that you should always find a good cofounder because it helps a lot to have someone else who believes the same vision as you do.
Have that complementary energy so that you can stick with the vision even when you’re confused about why the demand is not there. That’s where the confusion comes. You’ve evolved and exited that business. What’s happening now? Let’s talk about your work in 2021. What problem do you solve?

Creating Original Content: When the pandemic hit, no one could come into a studio and do videos. But audio was very available to everyone. And it’s interesting how you can innovate with audio as a learning tool.
I’m addicted to technology solutions. I said that I wanted to get back to my roots as an aspiring screenwriter. When I got out of college, I always wanted to create original content. We made a good living producing content for our customers to put into our platform. Our product was called Knowledgelink. It was a video-based learning management system. It is primarily used in financial services, but with a lot of other people as well.
What everybody needed was content. We always said that part of our business was always developing the content that people needed because it was a necessary evil. It was also something I loved. I love production and I always wanted to create content. I wanted to create feature-length films, not necessarily corporate communications and training videos. I love the creative outlet.
When we closed on the acquisition of Edulence, it was in the Spring of 2020, which was right at the start of the pandemic when everything was getting shut down. Syntax + Motion, which is my new company here in Burlington, Vermont, started up as a production company to produce content for thought leaders, experts and training companies. We don’t produce commercials or advertising content. What we focused on is producing knowledge products. The problem was at the start of the pandemic, we realized very quickly that no one could come to a studio and do video, but audio was very available to everyone.
Fast forward years later, we’ve opened up our full studio here in Burlington. People are able to come back to the studio and we’re producing a lot of interactive videos, the choose your own ending content. We also do a ton with audio and we’re interested in how you can innovate with audio as a learning tool. I’m a big fan of audiobooks and podcasts. We want to help people do as much as they can with all the different media formats that are out there.
I was telling you about this work I’m doing with a tour with Pete. We talked with John Lee Dumas from Entrepreneurs on Fire. He was one of the guests. He has an amazing podcast. There are so many mediums. One of the things I’ve learned is it’s more about getting the professional content out and being consistent with it, than having all of the different contents built and produced at the same time. This is more for the work that you do with your clients. It doesn’t matter which one, as long as you stick with it and you do it well.
Someone had helped me with this a long time ago. I launched my podcast show back in 2017. We’ve done YouTube video series over the years. We’d launch them all the time because I had that passion for video. I would keep having starts and stops with a blog because I thought of myself as a writer. As soon as I started recording the podcast, I realized that it was the perfect medium for me. It was the one thing I could do consistently. Once my team saw me doing it back in 2018. They said, «Let’s turn it into a weekly show and do it consistently because it’ll work if we stick to the schedule and do it.»
Starting then, we’ve released a weekly episode every week with a couple of breaks throughout the year. Since 2018, we have recorded about 180 episodes. To your point, I found the media format that worked for me. It may not be the right one for everyone but when you lock in on that, that’s the thing that you narrow in and say, “I’m going to do this and I’m going to be focused on the best content possible.» In that format, I don’t have to do 5 or 6 different platforms.
If you’re reading this, Jon is saying, “Permission to find one medium, be consistent and do it well,” versus this “should” that we’re all under in which we need to do everything. Thank you, Jon, because part of the show is deconstructing the myth around digital marketing or online businesses where we have to do so much to succeed. The game is professional content in a consistent way but do it well, do one and stay on it. It’s what you’re saying.
Find the thing that you’re so passionate about that you don’t mind doing it on a regular basis.
Sometimes, you look at competitors or peers and you see their great YouTube channel and the things they’re putting out on Instagram. Your first instinct is to say to your team, “Let’s start doing that. We need to do that too.” You have a lot of decent content in different places where you can find the thing that you’re so passionate about because that media format works for you, and you’ll do it consistently. You don’t mind doing it on a regular basis. For me, when recording a podcast episode, I would come out of the studio so charged up because I love doing those. They’re great.
I’ve been a guest in your podcast so I know you have guests. Are they all guests or do you have a mix of you alone and guest?

Creating Original Content: Synthetic media is when you can synthesize your voice, shoot a video. And then in two weeks, you can turn into an avatar that looks and sounds exactly like you.
On my show, it’s interview format. I always interview guests. We played with the idea where I would work in some episodes where it’s original content. Instead, what we’ve done is we’ve launched multiple shows now. We have a scripted fiction show. We buy screenplays from up and coming writers and then we produce them as audio fiction. It’s so much fun too. We only do three-episode stories. It’s three acts, beginning, middle and end. It’s great because we will only buy a script from someone who hasn’t been produced yet. It’s very cost-effective but we hire a professional voice-over talent. They get to see their story come to life, which is great and it’s fun.
It becomes part of their portfolio. You’re helping them out and you’re producing great content.
For our team, it gives them another creative outlet because interview shows are fine, but for someone like my head of production that does sound engineering, he loves doing a scripted fiction show. It’s a lot more work but he designs the soundscape and all the effects and the voice. They get to work with voice actors. I’m perfectly fine financing the production of audio fiction, video fiction or feature films.
What is the impact, ultimately? We are entrepreneurs. We have financially abundant companies. Most of us like success and financial success, but we could have that success working for someone at some point. There’s a little bit of wanting impact, at least for me. Is that true for you as well? What does impact look like for you?
We’ve all had those moments. I came up in a Wall Street family. All of my siblings went and worked on Wall Street. You can make a lot of money on Wall Street and you can do it in a lot of different ways. I always hear from people when I mentor young up-and-coming entrepreneurs to be clear. There are easier ways to make good money than starting your own business.
All you see in the news are huge successes. That’s a small percentage. The core value for me has always been freedom. Early on, I didn’t want to have to be told what to do. I would accept all the risks that went along with it, and the times when you don’t make much money. You’ve got to figure out ways to make ends meet. If you have no ceiling on you and there’s no one telling you that you can only go so far, you have that freedom, and also to pivot and go in different directions.
They all can make a bigger impact in a different way and I don’t have to get permission. It’s having that freedom both in the way you run your business and hopefully, financial freedom if it all works, but also the quality of life. To be able to do what we do in Burlington, Vermont is a quality of life thing because I’m near to all of the things I like to do. That would be hard if I needed to find a good-paying job here.
You would have to move back into the city where you come from. What are you most excited about in the next twelve months?
This goes back to the start of the pandemic when we started figuring how we were going to pivot and innovate using audio-only because our clients couldn’t come into the studio. We started working with little animated characters that you could match up an MP3 file so a client would record an audio track. We’d match them up with a cartoon avatar that we created to look like them. It was okay and it worked for some people in some cases.
We started working with technology where it’s essentially synthetic media. Everyone talks about Deepfakes on social media and things like that. There is this very small corner of the industry that’s starting to grow where synthetic media for business purposes is becoming a real thing. We outfitted our studio here to produce AI avatars for thought leaders, personalities and influencers.
It’s an avatar that moves and talks like me.
What’s fascinating is that someone who is a professional speaker, and is on the road half the year normally, come into the studio for 3 or 4 hours with us. We synthesize their voice and shoot video footage of them. In about two weeks, we turn that video footage into an avatar that looks exactly like you and the voice files speaks like you. You can text or email scripts to us and have videos. Consistency can be achieved without you having to go in front of the camera all the time.
Let me make sure I get this straight. It looks like me not in a cartoon way but like the lady in the airport that says, «Put your bags in the carousel.» It’s like Star Wars.
Yes. You see it in big studio films. They’ve been doing this for a little while. You see the Tom Cruise Deepfakes that the guy produced that were out on social media. It’s getting mainstream where someone like you could come into our studio in half the day and within weeks, you have an avatar that looks and sounds like you. You can text in scripts and be shooting content out on a consistent basis.
Can you change my outfit?
Be clear because there are easier ways to make good money than starting your own business.
We can’t change outfits yet.
I can’t gain weight. In ten years, I look like this.
You are frozen in time. It’s the dream we’ve all wanted. The headshot that I use is still ten years old for everything. People see me in video and they go, “That guy is old now.”
For women, hair and makeup is a problem.
It’s so funny you say that because we shot three avatars with professional women speakers. That was the one thing that came up. We interviewed them afterwards because a lot of this is figuring out, “Why would you want an avatar? What will you use it for? What’s the business case?” They all said the same thing that looking camera-ready with makeup and hair is a pain to do, so we do it once. We have the makeup artist and hairstyle come in. They make them look perfect on camera for that one shoot, and then you don’t have to worry about it every time.
I’m very excited about what you’re doing and the concept of it. Our industry is going into AI integration. We have gone to the point where in order to succeed, thought leaders need to produce content at such speed that is almost not humanly possible, especially video content. If you can think that you can write it and create a video in the same lapse of time, that is brilliant and amazing. I’m going to be sending some people your way. What book, podcast or series should we all check out? What must we consume that is worth our time?

Anything You Want: 40 Lessons For A New Kind Of Entrepreneur
I love this book Anything You Want by Derek Sivers. I always mention this because a lot of people haven’t heard of Derek Sivers. He’s got amazing TED Talks out there if you search him online. He’s also a very prolific writer and he writes in a very approachable way that’s easy to digest. He’s a great entrepreneur as well and had a ton of success. It’s one of those books that I always say to any entrepreneur. A lot of these books you read and then as you get into it, you go, “Those are all hard things for me to be able to accomplish myself.” He breaks it down into these easy, quick things. I love that.
I have to say Game Changers. It’s a documentary. I think it’s on Netflix. My wife would insist that I mention that because she’s a vegan, totally plant-based. She is gradually converting our whole family over to being plant-based by recommending Game Changers to everyone. It is fascinating when you watch that documentary, the way your body processes foods and how beneficial being plant-based is. For me, I’m not there yet, but I eat far more plants, fruits and vegetables than I ever did before. Game Changer is super cool. It’s a very interesting one.
Thank you so much, Jon, for joining us and telling us your story and vision. Any parting thoughts that you want to share with our readers?
The theme of your show and some of the episodes that I’ve listened to which I’ve enjoyed is this topic of looking at these moments of confusion or when there’s zero clarity, and trying to work through them and turn those into breakthrough moments that become clarity. For me, there are these three distinct moments in our business history where we were probably at the start of it. It’s the most confused and the most off-track that we were.
The breakthrough pivot that we made at that moment led to the things that came after that. For anybody reading, rather than looking at those big moments of confusion as an obstacle, think of them as an opportunity and a point of pivot for your business. For a lot of people, that can also help you work through it and end up in a more positive way than to look at the challenge.
The keyword there is what emotion are you putting into your confusion? If you keep a positive emotion, then that confusion is your launchpad. If you put a negative emotion and you don’t manage your self-talk, which is our responsibility, then that confusion might be that confusion without an opportunity.
I love that you mentioned watching the energy and emotion that you’re bringing into the moment of confusion. I agree with you that it is from the darkness and some dark moments that we find the light of our next opportunity or our next level of growth. We have to protect ourselves and be aware of how we are experiencing it when we’re losing perspective and we’re sinking into it. Mr. Jon, where can people find you?
I’m Jon Tota on LinkedIn. The Learning Life Show is my podcast. Everything I do is I put into that show. LearningLifeShow.com is the website. You can learn more about me there and listen to some of the great episodes. It’s on Apple Podcasts, Spotify, Google Play, wherever you get your podcast. Learning Life, wherever you find us, that’s the best way to find out a lot about me.
Thank you Jon for taking the time to chat with us and to connect. Let’s make a date to go ski.
That’ll be fun. Thank you for having me.
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I had an amazing conversation with Jon Tota. Not only we would touch on his experience and career in online learning and how he exited from his business very successfully, but he’s now in a project where he’s combining AI or artificial intelligence and video production. He showed me some examples and here’s what we talked about. In his studio in Burlington, Vermont, he’s able to record you as a thought leader, and then using artificial intelligence or AI, he can produce future videos from a script that you send them. They synthesize your voice, image and movement. This is not like a comic or animation of you. This is your live version powered by AI. I’m thinking that maybe I’ll do it so that I can create consistent content with professional video at a very fast pace. You do not want to miss my conversation with Jon and see what the future brings for us content creators.
Important Links:
- Learning Life Show
- Jon Tota – LinkedIn
- Syntax + Motion
- Anything you Want
- Learning Life Show – Podcast
- Apple Podcasts – Learning Life with Jon Tota
- Spotify – Learning Life with Jon Tota
- Google Play – Learning Life with Jon Tota
- Facebook – Learning Life with Jon Tota
- @LearningLife_Podcast – Instagram
- @LearningLifePodcast – LinkedIn
- @SyntaxProductions – LinkedIn
About Jon Tota
I started as a screenwriter, then went to Wall Street and found my way into computers in the late 90’s. I co-founded Edulence in 2002, created Knowledgelink as one of the first video training platforms in 2004, sold the company in 2020 and got back to creating original video content at my latest company, Syntax + Motion.
Today, I help clients with their online course strategy, producing innovative digital media and creating digital avatars of thought leaders, influencers and personalities.




Hala Taha who is the host of Young and Profiting Podcast, frequently ranked as a #1 Education podcast across all apps. Hala is also the CEO of YAP Media, a full-service social media and podcast marketing agency for top podcasters, celebrities and CEOs generating over $2M in revenue in its first year. She is well-known for her engaged following and influence on Linkedin.

