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This file was generated by Descript 

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Speaker: It's the Casa Cast.

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We've got Orange Credo.

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The Casa Cast.

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Our company's neat o.

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The Casa Cast.

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Created by Casa Go.

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It's time for the show.

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Let's go!

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Speaker 2: Hey, welcome to Casa Cast.

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I'm your host Steve Schwab.

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Today I'm here with Scott Klein.

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He's been a Partners Success
Manager now for almost two years.

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We found Scott when we were out looking
for a PSM when we started to have too many

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partners for Bill to handle by himself.

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Scott's name came up multiple times
and when we approached him, we found

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a lot of valuable information that
he had that a lot of us didn't have.

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He's an expert at Streamline and
has brought a lot of value to Costco

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and helped a lot of our partners.

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.
So today I get the opportunity of
interviewing him and introducing

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him to maybe some people who don't
get to talk to him very often.

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Scott, welcome to the show.

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Excellent.

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Thanks for having me, Steve.

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I'm glad to have you.

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So let's catch up a little bit on Your
background and you know where you've

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come from, , and just let people get
to know you a little bit Scott You're

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originally from Nebraska, right?

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Speaker 3: Yep, Lincoln, Nebraska
Go big red big Husker fan growing

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up and living out in Lincoln It was
a great time with the family and

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everything definitely enjoyed it.

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Speaker 2: Now.

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Do you have a large family or?

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Speaker 3: Uh, yeah, pretty large, uh,
two brothers, two sisters, parents split.

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I felt like they came together.

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They had me and then they
split and did their own thing.

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So I feel as though I'm
the purebred of the family.

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Yeah, you're the only one, the unicorn.

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Speaker 2: Speaking of unicorns, you are
a little bit into the metaphysical, right?

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Speaker 3: Yes, definitely.

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I've gotten deep into the spiritual
and just understanding more of myself.

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And with that, and it's allowing
me to understand others as well and

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how I can help out with the growth
and just different ideas, just

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kind of seeing how they're thinking
and what different thoughts and

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ideas can be brought to the table.

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I like expanding people's
consciousness for sure.

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Speaker 2: Yeah.

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Scott, when you think about the
metaphysical studies you've done,

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what's one morsel of wisdom that you
could give to our listeners that's

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got some practical application to it?

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Speaker 3: One for me is just
being where your eyes are.

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We always worry about all these
things that maybe won't ever come to

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fruition and get caught up in that.

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And it can sometimes create
an anxiety and stress.

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And a lot of that I
feel as though is undue.

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And we just need to be a
little bit more present.

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With what we're dealing with, what
we're actually doing and not worried

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about everything that could happen
potentially and everything that

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has happened in the past as well.

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But I also like to go back and
forgive my past self to allow my

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current self to be a better person.

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So understanding those past
timelines of what it was that I

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created and more or less kind of
coming into the current timeline

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and you can become a better person.

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So I like that.

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It's my little time travel
way of going back and forth.

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Being kind to your present
self by forgiving your

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Speaker 2: past self big time.

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Speaker 3: Yeah.

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Speaker 2: That's helped me out a ton.

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I like that.

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So you went to college and I'm not
sure what were you majoring in?

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Speaker 3: I couldn't even
make a decision on majoring.

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I went in there just because I felt
like that was the path and life that

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you take and it just didn't quite
fit for me and had different ideas.

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And after a semester of spending
money and going through the steps

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and I never really enjoyed the
schooling and all that kind of stuff.

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I liked going out and learning on my own.

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I didn't like it.

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Sometimes being structured and taught
things that didn't have a relevance and

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what I was kind of operating or doing.

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So going out and learning myself and
getting out of school allowed me to

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get into business a lot sooner I felt
like and I had a really good mentor

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when I left Nebraska when I was 20 I
moved down to Tampa and I connected

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with an individual and Just became a big
business mentor for me and really showed

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me the ropes Of how to navigate phone
calls with potential clients, right?

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Sales was a big component of
that customer service as well.

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How to talk to people, deescalate
situations as well, and just that

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overall communication factor and then how
that all ties into growing a potential

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business and everything along those lines.

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So, yeah.

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So

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Speaker 2: you went down to Florida
and then you ended up through

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this mentorship, starting your
own business on student loans.

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Yeah.

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Speaker 3: Along those lines, we were
client advocates for student loan

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borrowers, essentially helping them get
out of default or wage garnishments.

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There's a lot of people that struggle
with student loans, especially getting

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thousands of dollars in debt at the age of
18, not knowing what you're going to do.

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Sometimes.

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A lot of the colleges
would pry on that, right?

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They inflate their costs.

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So people need help, especially
when they got out of school and not

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knowing how they're going to pay.

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There's many different government programs
out there that governments didn't have an

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outreach program to enroll people into.

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We saw an opportunity to help out
individuals and lower in monthly payments.

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It was really cool when you can
see someone struggling, right?

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Having 25 percent of their paycheck
just taken from the government.

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And to pay a student loan, but yeah,
it didn't do anything to the interest.

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So it just continued to compile
and burden them more and more.

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Steve: Yeah.

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Speaker 3: So ending that wage garnishment
on paychecks and then getting them

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enrolled into a monthly payment that
they could actually afford and hopefully

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forgiving their student loans, right.

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Cause their new programs got
rolled out and that kind of stuff.

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So it was like a H& R block, but
instead it was for your student loans.

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Steve: I feel like in some way
that must have prepared you to

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become a partner, success manager.

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Speaker 3: Big time.

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Yeah.

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We had to partner with a
lot of these individuals.

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Um, it was a lot of client based, um,
talking with them, helping them out.

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Some people not always in the best
situation financially and figuring out

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ways to allow them to see the value
in the service that we're offering

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where they had to ultimately pay for
it to again, get that money back.

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So it was a lot of trust
that they had to put into us.

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Yeah, we had to build.

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That's really cool.

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After you

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Steve: finished with that, you
decided to join Streamline.

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Yes.

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How did you find

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Streamline?

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Scott: It's a unique story.

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I went through a pretty up
and down period in my life.

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And I was living in Brooklyn,
New York at that point.

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Life happened and I have a really
good friend that I grew up with

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in Lincoln, Nebraska, that lives
out here in the Phoenix area.

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And he allowed me to come and stay on
his couch for a few months and just

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kind of hang Figure out my life a little
bit when I was there, just kind of

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searching for different opportunities.

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Um, in the Phoenix area, what could
land me perhaps back on my feet.

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I connected with streamline and
soggery and Carlos helped me out with.

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Offering me a job that I
was really looking for.

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I saw that I really manifested it.

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I wanted something that it wasn't so much
a money value that I was looking for.

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It was experiences and opportunities.

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And at that point, streamline was creating
a division to allowing individuals to

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go visit and work with some of their VIP
markets, helping them out, consult with

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those markets and utilizing the software.

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The most efficient way.

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So the stars aligned with that.

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I did a lot of deep diving and
growth during that timeframe.

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So seeing that come into fruition.

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Really provided me a lot more.

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Steve: Yeah,

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and you really love

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Speaker 2: that travel and you got to
visit like 75 different markets, right?

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Mm hmm.

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Speaker 3: Yeah,

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Steve: what were some of the common
problems ? Happening in those 75

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markets that you visit without
getting in too deep into  individuals

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issues But just like common issues
you saw going through those markets.

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What were some of the things you saw?

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Scott: Just individuals not taking
the time to learn the software that

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they're using day in and day out.

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How can it actually save them time?

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That's what I really want
to give people back, right?

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If I can cut out sometimes 10 hours worth
of work in a week and get that done in one

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hour, Right now you have nine extra hours
that you can either enjoy life doing other

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things or you can continue to grow your
business and improve along those lines.

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So it was always just efficiency.

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That's what I like.

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One thing I always.

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Look to do is I call it efficient luxury.

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I want something to be luxurious, but I
want it to be efficient at the same time.

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It doesn't need to be overly
done and just simplicity.

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I feel like the absence

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Steve: of friction is
a luxury within itself.

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Right.

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Absolutely.

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So you'd love that travel.

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And so.

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Streamline was sold to inhabit and
they started having different ideas

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of how they're going to run it.

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You know, they have different
missions . And they decided to end

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the traveling advocacy program.

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So he decided maybe that was the end
of the road with, with streamline.

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It was.

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And then we gave you a call

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Speaker 3: out of nowhere.

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Yeah.

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I was not even looking to stay
in the vacation rental industry.

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I mean, it's a great industry.

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I love it.

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I love the people.

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I love, What it's about,
what it's offering.

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Cause again, I enjoy traveling.

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So using that just wasn't something
that I thought about sticking in.

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Right.

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I'm like consulting.

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I like helping people.

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So it was like looking in that
pathway and that kind of stuff.

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So I was searching for a few weeks and
what kind of came along and long and

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behold, I got a random phone call, I
believe from you on a late Saturday

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night, and I listened to the voicemail
that night and I was like, Oh my God.

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Steve Schwab late night.

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What's going on here?

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I was like, I don't know.

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I think I was a little inebriated a little
bit, I think too, when that call came in.

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So I was like, I'm not in no position
right now to handle this, but I

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know we connected the next day.

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Yeah.

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I remember the phone

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Steve: call.

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I remember leaving the message.

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I remember talking to you and trying
to explain what we're doing and

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what a role would be and, and the
context to what I believed you loved

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about the job that you'd had before.

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Lo and behold came on.

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Speaker 3: Yes.

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So, yeah, it's been a great
opportunity and thanks for reaching

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out and making that extension.

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And again, that's how
the stars align, right?

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You just have to be patient.

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I was worried.

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I'm leaning.

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I'm not going to sit here and talk about
like, well, how am I going to pay for this

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or that when no income's really coming in?

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Right.

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But Just maintaining the patience,
um, setting forth what it is.

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And it comes a knock and
you just have to be patient.

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It's almost like you have to let go.

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Right.

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Once you fully release into it and
accept where you're at, that's when

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the doors will start opening up.

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Steve: Yeah.

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Isn't that funny how the
universe kind of lines that up?

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So you've been here now for two years.

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Yep.

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What's been your biggest
surprise about working at Casago?

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Scott: How much process driven it is.

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Just getting things.

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In order, right?

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Like it's good that you can say all
these things and do all these things,

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but actually implementing it for
efficiency, which I loved, right?

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Like there's a reason behind
the madness, so to speak, right?

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Why are you doing the things, which is
a good question to always ask, right?

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So why are we helping out these partners?

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What is the intention?

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What do they want to achieve?

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Why do they want to get that?

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So asking those kinds of
questions, I feel as though.

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Steve: Yeah, we just came off of a three
day session of working with all the PSM

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crew and really trying to refine what
our mission and our vision and what our

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goals are and the processes for the PSM.

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So you want to talk a
little bit about that?

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How'd you, how'd you see that going?

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Scott: That excited me a lot more
because it's always good to help

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people from a support role, but if
you can help them out, even beyond

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that, that's what I'm excited about.

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Bringing that value to these individuals.

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Letting them see what we are offering to
them, different ideas, new perspectives

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that maybe they haven't thought of
sharing those ideas amongst the different

00:12:00.635 --> 00:12:01.895
markets that you're working with.

00:12:02.545 --> 00:12:06.335
One market might have one idea and you can
share that with another and having those

00:12:06.365 --> 00:12:08.145
touch points I think is very valuable.

00:12:08.145 --> 00:12:11.495
So, I'm excited to see
how we are going to be.

00:12:12.075 --> 00:12:14.605
Helping these markets potentially
set goals, not only for

00:12:14.665 --> 00:12:16.205
myself, but for them as well.

00:12:16.325 --> 00:12:18.945
Steve: Yeah, we're really expanding
your responsibility set, aren't we?

00:12:19.635 --> 00:12:21.195
It's going to be an interesting
ride for the next year.

00:12:21.195 --> 00:12:22.294
It

00:12:22.295 --> 00:12:25.945
Scott: excites me a little bit more
because again, I like that bigger path.

00:12:26.105 --> 00:12:26.395
Yeah.

00:12:26.685 --> 00:12:30.405
I like helping those individuals
out, see that bigger vision as

00:12:30.405 --> 00:12:34.235
opposed to just sometimes getting
lost in that day to day as well.

00:12:34.760 --> 00:12:35.960
Steve: In a single sentence?

00:12:35.970 --> 00:12:40.420
What's your favorite thing about the
job you've had over the past two years?

00:12:41.890 --> 00:12:43.960
Speaker 3: The way I view it
is relationships with CEOs.

00:12:44.080 --> 00:12:46.690
You're head of markets,
decision makers, right?

00:12:46.720 --> 00:12:46.950
Yeah.

00:12:46.970 --> 00:12:50.540
People that can actually make
decisions with your input.

00:12:50.800 --> 00:12:51.170
Steve: Right.

00:12:51.290 --> 00:12:53.010
Yeah, that's, that's a great
way of thinking about that.

00:12:53.070 --> 00:12:54.120
I've never thought about it like that.

00:12:54.610 --> 00:12:57.939
We basically have 64 CEOs.

00:12:59.920 --> 00:13:00.330
Yeah.

00:13:00.710 --> 00:13:01.250
All around.

00:13:01.300 --> 00:13:02.000
I love that.

00:13:02.130 --> 00:13:02.600
That's great.

00:13:02.610 --> 00:13:04.990
That's actually a little profound.

00:13:05.700 --> 00:13:06.290
It really is.

00:13:06.570 --> 00:13:10.440
So as we're winding down and thinking
about like the overall picture and

00:13:10.470 --> 00:13:13.155
where we've been and where we're
going, You know, I'm going to bring up

00:13:13.165 --> 00:13:17.835
orange and I'm just wondering what your
favorite letter in orange is and why

00:13:17.905 --> 00:13:21.415
Scott: for myself because I
utilize it the most each and every

00:13:21.415 --> 00:13:23.145
day is going to be G for guide.

00:13:23.255 --> 00:13:26.095
Um, we're always building the
team with our coworkers, right?

00:13:26.105 --> 00:13:27.925
So helping them out be efficient.

00:13:27.975 --> 00:13:30.115
I think that's probably my favorite.

00:13:30.145 --> 00:13:33.145
And then I always like how it's
kept at the end with the excellence.

00:13:33.155 --> 00:13:35.064
So everything wrapped up in it.

00:13:35.235 --> 00:13:38.595
It comes to the E in excellence, but
you've got to guide them efficiently.

00:13:38.675 --> 00:13:40.545
I feel like, so I like
guiding the partners.

00:13:40.785 --> 00:13:41.835
Speaker 2: Yeah, I love that.

00:13:41.835 --> 00:13:46.105
You know, I always consider G
for guide our leadership letter.

00:13:46.665 --> 00:13:51.645
And you know, when you tie that into
excellence, one of the reasons why

00:13:51.685 --> 00:13:55.865
I think excellence works so well is
because we're not looking for perfection.

00:13:55.905 --> 00:14:02.154
You'll, you'll exhaust yourself., but
striving towards excellence is possible.

00:14:02.224 --> 00:14:05.404
Expecting perfection out
of people is impossible.

00:14:06.114 --> 00:14:09.584
It's unforgiving, it's
exhausting and unachievable.

00:14:09.594 --> 00:14:13.074
So I think I really love the
pushing for excellence, right?

00:14:13.244 --> 00:14:14.194
So absolutely.

00:14:15.004 --> 00:14:16.584
Well, Scott, I really
appreciate you coming on.

00:14:16.614 --> 00:14:19.344
Any last words that you might
have as we end the show?

00:14:20.074 --> 00:14:21.314
Speaker 3: Thanks again for having me.

00:14:21.324 --> 00:14:25.344
It's always great to Be in
these moments with individuals.

00:14:25.344 --> 00:14:29.184
I love the face to face It's always
great to see individuals on a screen,

00:14:29.184 --> 00:14:33.784
but when you can actually physically be
there it changes the entire Atmosphere

00:14:33.784 --> 00:14:37.374
and how you can get things done I'm
big on the the energy and reading

00:14:37.374 --> 00:14:40.374
the room and helping individuals out
maintaining the balance in there.

00:14:40.374 --> 00:14:42.114
So Yeah, you're

00:14:42.114 --> 00:14:44.024
Speaker 2: really great one on one,
and I know that's one of the reasons

00:14:44.024 --> 00:14:48.374
why you came over is because you love
travel, and you love being face to face,

00:14:48.394 --> 00:14:52.344
and seeing new places, and it, uh, I
think it sort of feeds your soul, right?

00:14:52.674 --> 00:14:53.034
Absolutely.

00:14:53.809 --> 00:14:54.079
Big time.

00:14:54.199 --> 00:14:54.979
Well, thanks again Scott.

00:14:55.219 --> 00:14:55.759
Speaker 3: Thanks for having me.

00:14:56.194 --> 00:14:57.284
Speaker: It's the CAA cast.

00:14:57.734 --> 00:15:00.164
We're Casa cast.

00:15:00.714 --> 00:15:02.804
They be a caa.

00:15:03.234 --> 00:15:04.244
Just don't call in in

00:15:08.344 --> 00:15:08.564
caa.

00:15:09.469 --> 00:15:11.284
We got Orange Credo, caa.