Subscribe
Share
Share
Embed
Casago’s private podcast helping our patners with educational information that can help everyone find success.
Speaker: It's the Casa Cast.
We've got Orange Credo.
The Casa Cast.
Our company's neat o.
The Casa Cast.
Created by Casa Go.
It's time for the show.
Let's go!
Speaker 2: Hey, welcome to Casa Cast.
I'm your host Steve Schwab.
Today I'm here with Scott Klein.
He's been a Partners Success
Manager now for almost two years.
We found Scott when we were out looking
for a PSM when we started to have too many
partners for Bill to handle by himself.
Scott's name came up multiple times
and when we approached him, we found
a lot of valuable information that
he had that a lot of us didn't have.
He's an expert at Streamline and
has brought a lot of value to Costco
and helped a lot of our partners.
.
So today I get the opportunity of
interviewing him and introducing
him to maybe some people who don't
get to talk to him very often.
Scott, welcome to the show.
Excellent.
Thanks for having me, Steve.
I'm glad to have you.
So let's catch up a little bit on Your
background and you know where you've
come from, , and just let people get
to know you a little bit Scott You're
originally from Nebraska, right?
Speaker 3: Yep, Lincoln, Nebraska
Go big red big Husker fan growing
up and living out in Lincoln It was
a great time with the family and
everything definitely enjoyed it.
Speaker 2: Now.
Do you have a large family or?
Speaker 3: Uh, yeah, pretty large, uh,
two brothers, two sisters, parents split.
I felt like they came together.
They had me and then they
split and did their own thing.
So I feel as though I'm
the purebred of the family.
Yeah, you're the only one, the unicorn.
Speaker 2: Speaking of unicorns, you are
a little bit into the metaphysical, right?
Speaker 3: Yes, definitely.
I've gotten deep into the spiritual
and just understanding more of myself.
And with that, and it's allowing
me to understand others as well and
how I can help out with the growth
and just different ideas, just
kind of seeing how they're thinking
and what different thoughts and
ideas can be brought to the table.
I like expanding people's
consciousness for sure.
Speaker 2: Yeah.
Scott, when you think about the
metaphysical studies you've done,
what's one morsel of wisdom that you
could give to our listeners that's
got some practical application to it?
Speaker 3: One for me is just
being where your eyes are.
We always worry about all these
things that maybe won't ever come to
fruition and get caught up in that.
And it can sometimes create
an anxiety and stress.
And a lot of that I
feel as though is undue.
And we just need to be a
little bit more present.
With what we're dealing with, what
we're actually doing and not worried
about everything that could happen
potentially and everything that
has happened in the past as well.
But I also like to go back and
forgive my past self to allow my
current self to be a better person.
So understanding those past
timelines of what it was that I
created and more or less kind of
coming into the current timeline
and you can become a better person.
So I like that.
It's my little time travel
way of going back and forth.
Being kind to your present
self by forgiving your
Speaker 2: past self big time.
Speaker 3: Yeah.
Speaker 2: That's helped me out a ton.
I like that.
So you went to college and I'm not
sure what were you majoring in?
Speaker 3: I couldn't even
make a decision on majoring.
I went in there just because I felt
like that was the path and life that
you take and it just didn't quite
fit for me and had different ideas.
And after a semester of spending
money and going through the steps
and I never really enjoyed the
schooling and all that kind of stuff.
I liked going out and learning on my own.
I didn't like it.
Sometimes being structured and taught
things that didn't have a relevance and
what I was kind of operating or doing.
So going out and learning myself and
getting out of school allowed me to
get into business a lot sooner I felt
like and I had a really good mentor
when I left Nebraska when I was 20 I
moved down to Tampa and I connected
with an individual and Just became a big
business mentor for me and really showed
me the ropes Of how to navigate phone
calls with potential clients, right?
Sales was a big component of
that customer service as well.
How to talk to people, deescalate
situations as well, and just that
overall communication factor and then how
that all ties into growing a potential
business and everything along those lines.
So, yeah.
So
Speaker 2: you went down to Florida
and then you ended up through
this mentorship, starting your
own business on student loans.
Yeah.
Speaker 3: Along those lines, we were
client advocates for student loan
borrowers, essentially helping them get
out of default or wage garnishments.
There's a lot of people that struggle
with student loans, especially getting
thousands of dollars in debt at the age of
18, not knowing what you're going to do.
Sometimes.
A lot of the colleges
would pry on that, right?
They inflate their costs.
So people need help, especially
when they got out of school and not
knowing how they're going to pay.
There's many different government programs
out there that governments didn't have an
outreach program to enroll people into.
We saw an opportunity to help out
individuals and lower in monthly payments.
It was really cool when you can
see someone struggling, right?
Having 25 percent of their paycheck
just taken from the government.
And to pay a student loan, but yeah,
it didn't do anything to the interest.
So it just continued to compile
and burden them more and more.
Steve: Yeah.
Speaker 3: So ending that wage garnishment
on paychecks and then getting them
enrolled into a monthly payment that
they could actually afford and hopefully
forgiving their student loans, right.
Cause their new programs got
rolled out and that kind of stuff.
So it was like a H& R block, but
instead it was for your student loans.
Steve: I feel like in some way
that must have prepared you to
become a partner, success manager.
Speaker 3: Big time.
Yeah.
We had to partner with a
lot of these individuals.
Um, it was a lot of client based, um,
talking with them, helping them out.
Some people not always in the best
situation financially and figuring out
ways to allow them to see the value
in the service that we're offering
where they had to ultimately pay for
it to again, get that money back.
So it was a lot of trust
that they had to put into us.
Yeah, we had to build.
That's really cool.
After you
Steve: finished with that, you
decided to join Streamline.
Yes.
How did you find
Streamline?
Scott: It's a unique story.
I went through a pretty up
and down period in my life.
And I was living in Brooklyn,
New York at that point.
Life happened and I have a really
good friend that I grew up with
in Lincoln, Nebraska, that lives
out here in the Phoenix area.
And he allowed me to come and stay on
his couch for a few months and just
kind of hang Figure out my life a little
bit when I was there, just kind of
searching for different opportunities.
Um, in the Phoenix area, what could
land me perhaps back on my feet.
I connected with streamline and
soggery and Carlos helped me out with.
Offering me a job that I
was really looking for.
I saw that I really manifested it.
I wanted something that it wasn't so much
a money value that I was looking for.
It was experiences and opportunities.
And at that point, streamline was creating
a division to allowing individuals to
go visit and work with some of their VIP
markets, helping them out, consult with
those markets and utilizing the software.
The most efficient way.
So the stars aligned with that.
I did a lot of deep diving and
growth during that timeframe.
So seeing that come into fruition.
Really provided me a lot more.
Steve: Yeah,
and you really love
Speaker 2: that travel and you got to
visit like 75 different markets, right?
Mm hmm.
Speaker 3: Yeah,
Steve: what were some of the common
problems ? Happening in those 75
markets that you visit without
getting in too deep into individuals
issues But just like common issues
you saw going through those markets.
What were some of the things you saw?
Scott: Just individuals not taking
the time to learn the software that
they're using day in and day out.
How can it actually save them time?
That's what I really want
to give people back, right?
If I can cut out sometimes 10 hours worth
of work in a week and get that done in one
hour, Right now you have nine extra hours
that you can either enjoy life doing other
things or you can continue to grow your
business and improve along those lines.
So it was always just efficiency.
That's what I like.
One thing I always.
Look to do is I call it efficient luxury.
I want something to be luxurious, but I
want it to be efficient at the same time.
It doesn't need to be overly
done and just simplicity.
I feel like the absence
Steve: of friction is
a luxury within itself.
Right.
Absolutely.
So you'd love that travel.
And so.
Streamline was sold to inhabit and
they started having different ideas
of how they're going to run it.
You know, they have different
missions . And they decided to end
the traveling advocacy program.
So he decided maybe that was the end
of the road with, with streamline.
It was.
And then we gave you a call
Speaker 3: out of nowhere.
Yeah.
I was not even looking to stay
in the vacation rental industry.
I mean, it's a great industry.
I love it.
I love the people.
I love, What it's about,
what it's offering.
Cause again, I enjoy traveling.
So using that just wasn't something
that I thought about sticking in.
Right.
I'm like consulting.
I like helping people.
So it was like looking in that
pathway and that kind of stuff.
So I was searching for a few weeks and
what kind of came along and long and
behold, I got a random phone call, I
believe from you on a late Saturday
night, and I listened to the voicemail
that night and I was like, Oh my God.
Steve Schwab late night.
What's going on here?
I was like, I don't know.
I think I was a little inebriated a little
bit, I think too, when that call came in.
So I was like, I'm not in no position
right now to handle this, but I
know we connected the next day.
Yeah.
I remember the phone
Steve: call.
I remember leaving the message.
I remember talking to you and trying
to explain what we're doing and
what a role would be and, and the
context to what I believed you loved
about the job that you'd had before.
Lo and behold came on.
Speaker 3: Yes.
So, yeah, it's been a great
opportunity and thanks for reaching
out and making that extension.
And again, that's how
the stars align, right?
You just have to be patient.
I was worried.
I'm leaning.
I'm not going to sit here and talk about
like, well, how am I going to pay for this
or that when no income's really coming in?
Right.
But Just maintaining the patience,
um, setting forth what it is.
And it comes a knock and
you just have to be patient.
It's almost like you have to let go.
Right.
Once you fully release into it and
accept where you're at, that's when
the doors will start opening up.
Steve: Yeah.
Isn't that funny how the
universe kind of lines that up?
So you've been here now for two years.
Yep.
What's been your biggest
surprise about working at Casago?
Scott: How much process driven it is.
Just getting things.
In order, right?
Like it's good that you can say all
these things and do all these things,
but actually implementing it for
efficiency, which I loved, right?
Like there's a reason behind
the madness, so to speak, right?
Why are you doing the things, which is
a good question to always ask, right?
So why are we helping out these partners?
What is the intention?
What do they want to achieve?
Why do they want to get that?
So asking those kinds of
questions, I feel as though.
Steve: Yeah, we just came off of a three
day session of working with all the PSM
crew and really trying to refine what
our mission and our vision and what our
goals are and the processes for the PSM.
So you want to talk a
little bit about that?
How'd you, how'd you see that going?
Scott: That excited me a lot more
because it's always good to help
people from a support role, but if
you can help them out, even beyond
that, that's what I'm excited about.
Bringing that value to these individuals.
Letting them see what we are offering to
them, different ideas, new perspectives
that maybe they haven't thought of
sharing those ideas amongst the different
markets that you're working with.
One market might have one idea and you can
share that with another and having those
touch points I think is very valuable.
So, I'm excited to see
how we are going to be.
Helping these markets potentially
set goals, not only for
myself, but for them as well.
Steve: Yeah, we're really expanding
your responsibility set, aren't we?
It's going to be an interesting
ride for the next year.
It
Scott: excites me a little bit more
because again, I like that bigger path.
Yeah.
I like helping those individuals
out, see that bigger vision as
opposed to just sometimes getting
lost in that day to day as well.
Steve: In a single sentence?
What's your favorite thing about the
job you've had over the past two years?
Speaker 3: The way I view it
is relationships with CEOs.
You're head of markets,
decision makers, right?
Yeah.
People that can actually make
decisions with your input.
Steve: Right.
Yeah, that's, that's a great
way of thinking about that.
I've never thought about it like that.
We basically have 64 CEOs.
Yeah.
All around.
I love that.
That's great.
That's actually a little profound.
It really is.
So as we're winding down and thinking
about like the overall picture and
where we've been and where we're
going, You know, I'm going to bring up
orange and I'm just wondering what your
favorite letter in orange is and why
Scott: for myself because I
utilize it the most each and every
day is going to be G for guide.
Um, we're always building the
team with our coworkers, right?
So helping them out be efficient.
I think that's probably my favorite.
And then I always like how it's
kept at the end with the excellence.
So everything wrapped up in it.
It comes to the E in excellence, but
you've got to guide them efficiently.
I feel like, so I like
guiding the partners.
Speaker 2: Yeah, I love that.
You know, I always consider G
for guide our leadership letter.
And you know, when you tie that into
excellence, one of the reasons why
I think excellence works so well is
because we're not looking for perfection.
You'll, you'll exhaust yourself., but
striving towards excellence is possible.
Expecting perfection out
of people is impossible.
It's unforgiving, it's
exhausting and unachievable.
So I think I really love the
pushing for excellence, right?
So absolutely.
Well, Scott, I really
appreciate you coming on.
Any last words that you might
have as we end the show?
Speaker 3: Thanks again for having me.
It's always great to Be in
these moments with individuals.
I love the face to face It's always
great to see individuals on a screen,
but when you can actually physically be
there it changes the entire Atmosphere
and how you can get things done I'm
big on the the energy and reading
the room and helping individuals out
maintaining the balance in there.
So Yeah, you're
Speaker 2: really great one on one,
and I know that's one of the reasons
why you came over is because you love
travel, and you love being face to face,
and seeing new places, and it, uh, I
think it sort of feeds your soul, right?
Absolutely.
Big time.
Well, thanks again Scott.
Speaker 3: Thanks for having me.
Speaker: It's the CAA cast.
We're Casa cast.
They be a caa.
Just don't call in in
caa.
We got Orange Credo, caa.