The Commission Code for Success
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The Commission Code for Success
Choose Customers First And Strategy Follows: Laura Patterson
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Growth gets easier when you stop doing “okay” work and start pruning for customer value. We sit down with Laura from Vision Edge Marketing to unpack how a true customer-centric operating model outperforms product-, sales-, and market-led approaches, especially when uncertainty hits. The conversation is practical and candid: how to choose a strategy that fits your market, gather the right data, and align your teams so every move creates value buyers can feel.
We break down what strategy really is—coherent choices backed by tradeoffs—and use the rose bush metaphor to show why you must cut even healthy initiatives that drain focus. From there, Laura walks through growth plays you can actually run: expanding to adjacent markets, concentrating on a tipping-point segment to cement brand preference, or targeting category leaders to unlock follower adoption. The thread connecting them all is clarity about who the right customers are, how they buy, and where your offer is unambiguously relevant.
You’ll also hear a standout example from HEB that proves empowered processes create loyalty: a moment where short-term loss turned into long-term trust. We map the core revenue and customer-facing processes that prevent “random acts of marketing,” and we spotlight the metrics that matter—customer effort, lifetime value, retention, share of wallet, referrals, and engagement—so you can find friction and fix it fast. If your goal is sustainable growth and a brand people stick with, this conversation gives you the playbook to prune, focus, and scale.
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Prune For Customer Value
SPEAKER_01And that really is important because sometimes in your business, you have to kill off and prune dad stuff. You have to sometimes kill off things that are still okay but will not support your business or even good things. So that's where strategy plays a really key role. And what we say is if it's not creating customer value, prune it. If it's creating customer value, but not much business value, prune it. If it's creating some customer value, but it's taking away from places you can create more customer value, prune it. So that is the idea behind customer centricity, is that you're thinking in those kinds of terms around how you're creating business value through customer value and how customer value helps you reduce risk. Because if you're creating customer value, when times are challenging, you will still be able to be there because customer, you've created enough customer value that people will continue to buy from you.
Guest Intro And Firm’s Mission
SPEAKER_00I've been consulting and training business people for, well, let's just say over 40 years. We're focused on increasing revenue and having time to enjoy it. After years as a professional salesperson, I spent 32 years in the corporate world. I retired as vice president and chief learning officer of the sales department of a large insurance company where we designed and built and delivered training for over 12,000 professional salespeople. Now I get to consult one-on-one, helping people grow their business and organize themselves to make the most of the time they have. We also build online courses to support business owners in their work as they strive to build the business that they've always wanted. Our objective is really very simple. It's this. Without me trying to murder it, Laura, tell us a little bit about yourself. Thanks for being here.
SPEAKER_01Oh, thank you Morris for having me. Uh and I hope uh everybody listening will take away a couple of good ideas. So I am an entrepreneur. I uh founded Vision Edge Marketing and Growth Strategy Firm in 1999. And we help custom uh companies, B2B predominantly, retain the customers that matter and attract the ones that fit. And so over the last couple of decades, we've worked with mostly uh B2B owners or executives or board of directors who have you know complex products that need to grow their companies and um replace sort of the random acts or scattered activities they often employ to grow with uh more deliberate, data-driven kinds of decisions that will reduce the risk, which is really important for all of us in the business, especially in uncertain times, and improve performance. So that's what we do, and that's what I do.
Finding Your Starting Point
SPEAKER_00Oh, that sounds great. Well, all our folks out there listening to us are probably business owners. That's generally who we talk to, or professional salespeople. Where do you begin to help somebody grow their business, Laura? What do you do?
SPEAKER_01Well, first question we always start with is where are you today and where do you want to, where do you want to be, you know, and how have you grown so far? And, you know, how's what's working, what's not working, and you know, what is the comp what what does the competitive environment look like? What do your customers tell you is the reason they buy from you? Uh, you know, all those kinds of questions that we go through in the conversation to help figure out what might make the most sense. And it's really important, you know, we try to understand what do they know about their customers, what do they know about their competitors, and what do they know about their market, so that they are, you know, bringing something relevant and that resonates with the people who want to buy from them. Because if you don't have something that people uh you're not solving a problem, you know, they're and you they understand how you're relevant to solving the problem and why they should buy it from you instead of somebody else. You you're just gonna be kind of pushing a rock up a hill.
SPEAKER_00So you better be real clear about where you're beginning, where your starting point is, right?
SPEAKER_01Yeah, yeah. I think you have to know where you are to know uh it's kind of hard to figure out where to get to your destination if you don't know exactly where you are at the moment.
SPEAKER_00It really is, isn't it? I mean, it just yeah. We could we could do analogies on that for the next hour. The uh the fact is so many people don't even know where they are right now. They've never done the in the work to to figure that out and to analyze and know who their their real competitors are, who their customers are. Just whoever calls me or walks in the door. So I think that's a great point. You gotta you gotta take some time to figure out where you are so you can set up a great plan for how you're gonna go from here going forward, right?
Four Operating Orientations
SPEAKER_01Yes, and you know, Morris, when you're really in the very beginning of your company, and perhaps some of the people listening are just starting out, it's easy to get opportunistic because you need to have cash and money in order to continue to run. But over time, you have to become less opportunistic and more strategic to get where you want to go. And there's different ways to grow your company. And for a moment, let's just talk about some of those different ways. And, you know, I'll talk about why I think one way is better than another in a moment. But uh, you know, there are companies that are really product-centric, you know, and you know those companies because they have a lot of money in the RD line on their on their you know, budget, and they're all about innovation and they're coming up with ideas and products even before there's really a market for them. We call those product-centric companies, and there's absolutely nothing wrong with being that kind of a company. That can, you know, we see that happen in technology a lot. Uh, the challenge you often have though is that you may be one of the first to market, but that doesn't necessarily mean you'll be the one who owns that market. The another kind of company is what we would call a sales-centric company. And uh, and you really know those kinds of companies because the salespeople pretty much run the show and it's all about making a number. And they get a number at the beginning of the month or a quarter or whatever the timeline is. And I've been in that job, and I bet some of the people listening are in that job. And you're a hero if you make your number, and and you're not a hero if you don't make that number. And if you don't make that number after a certain period of time, you find yourself out the door. And that's kind of a sales-centric company. I mean, there are pros and cons to all of these, but the challenge with being a sales-centric company is that as a salesperson in my life, you know, if I I'll sell what I need to sell to make my number, and it might even be things my company doesn't want to sell right now or doesn't have to sell, or I'm going to make promises that the company can't meet because for or at a price that the company can't really sell it at and make money. So there are all kinds of challenges when you're sales-centric. Um, another way of running your company is market-centric. And you, these are companies who do a lot of research, like the product-centric companies and are aware of what the trends are, but they are riding a wave. So anyone listening right now has probably seen all the companies that have popped up around the AI space. Three years ago, there were hardly any companies in the AI space. Today you probably couldn't count the number of companies in the AI space. They're all riding the wave of the AI market. And so they're market-centric. Some of those companies will make it, and some of them, a lot of them won't, or they'll merge or get acquired. Uh, and that happens often in, you know, particularly in new areas of growth. And the last one is a customer-centric company. And this is the kind of company I like to recommend and encourage all companies become, because this is really about making decisions with your customers in mind so that you are smart about what you're going to do and you're going to create both customer and business value. Because if you're not creating customer value in the end, you probably will not be around very long. So those of you out there that are avid readers are probably very familiar with Peter Drucker and know that he said, you know, when it comes to the most important things in a company, it's innovation and marketing. And if you haven't ever read a book by Phil Cotler, uh, who I consider sort of the modern father of uh marketing, lobstery marketing, he says the purpose of business is to find, keep, and grow the value of customers. So that is kind of our philosophy at Vision Edge Marketing.
SPEAKER_00What was the Drucker said? Strategy eats everything else for breakfast or something along those lines?
SPEAKER_01Uh yes, something like that.
SPEAKER_00I ought to know my quotes before I use them, shouldn't I?
SPEAKER_01But uh it's it's a strategy is important. And a lot of people they don't know what strategy is.
SPEAKER_00Um but you know what you do, excuse me, Laura, but I want to kind of relate that back. What you're saying about being customer-centric is that is uh a strategy, right? I mean, that is what we're trying to do. If that's my if that's my overall objective, if that's the way I'm gonna run my company, that's that's kind of a mission or a vision or a strategy, if you wanted to, that that I would utilize, right?
Customer Centric As Operating Model
Strategy vs Tactics Clarified
SPEAKER_01I would call it an operating model, not necessarily a strategy, an operating model. And you would have strategies uh to achieve that. So let's get some clarity around strategy, because I think a lot of people are often confused by strategy. People will come to me and or I'll go to them and we'll have a conversation, and I'll often ask, well, what is your strategy for growth? And I'll hear different things. Our strategy is PR, our strategy is uh social media, whatever. Those are not strategies. I I'm sorry if you're listening and you want to take that up with me, feel free to reach out and we can have a conversation about that. But those are tactics that you'll deploy, and you could apply deploy all of various tactics to any strategy depending on what makes the most sense. So let's give a little moment uh for strategy, and then I'll uh come back and uh so Henry Cloud wrote a great book, and it's called Necessary Endings, and I'll just share books that I have found valuable here along the way. And he has a great metaphor, and I'm gonna use his metaphor. He talks about strategy being about making choices, and I think that's something that a lot of people often don't realize they need to do. And so we have a many business owners tend to have random acts of revenue, random acts of marketing, random acts of selling, random acts of variety of things. And when you uh are strategic in nature, you are beginning to replace those random acts with deliberate choices. His uh metaphor is about a rose bush. And uh Morris, are you a gardener?
SPEAKER_00Uh yeah, I've tried to grow grass one year, but it didn't work. Well, I'm not grass, I mean the green stuff out in my front yard, not other kind of grass that you know do other things with. Yeah.
The Rose Bush Metaphor For Strategy
SPEAKER_01For those of you listening that are gardeners, just for a moment, imagine that you uh have a spot in your yard, uh, not Morris's yard, your yard. And in your yard, you have an idea for what you want to do for landscaping. And in that particular bed, you have in your mind this beautiful rose bush that's going to be the centerpiece of that. And it's gonna be the pride of the neighborhood. It is going to be glorious when it is fully mature. And what uh Dr. Cloud talks about is when you if you're a gardener and have familiarity with gardening and you have a and you know something about roses, they take care. They get things that you have to tend to, and you want to uh prune off dead things, and you even might have to prune off things that are growing and are well going well, but they're not going to get you the vision of the rose bush. Or sometimes you might even have to prune off really good and beautiful blooms in order to feed the other blooms. So that is his way of talking about strategy. It's loyalty, it creates referrals, it creates all kinds of great things for you.
SPEAKER_00Which is a wallet, you know, yeah.
SPEAKER_01Yeah.
SPEAKER_00And and that's that's exactly what you're trying to do, I think, is build that long-term business relationship, right?
SPEAKER_01Yes. So when people come to me and they say, well, what are some ways that we could do that? It really comes down to well again, to what you asked me earlier, Morris, is well, where do you want to go? Because different ways can get you there. So I'll make some comments about where people might want to go. And then I want to get back to some of the things it takes to be good at customer centricity.
SPEAKER_00Good.
Paths To Growth Strategies
SPEAKER_01So let's say you have uh done a really good job of building uh a share and relationships in a particular niche or vertical that you serve. And one of the things you might decide that you want to do is leverage that to go to an adjacent market. So that would be an adjacent market kind of strategy. Or let's say that you've got an entry into a space and you want to grow the amount of share you have there, and you take a look at the number of companies that are in that space, and there are lots of them. And so you might say, I want a tipping point strategy. I'm gonna go after maybe these set of customers who are a really good fit for our product and services, so product market fit and value fit. And I'm gonna get as many of them as I can get so that I can tip the market in my favor for as a brand of choice. Or let's say you're in a market and you, in order to get more market share, they those people in that market tend to follow a few key leaders. So you might go after larger, what you would call leading leadership companies where people follow and say, look, for us to get the kind of traction in that market, we're gonna have to have business with these five, seven, whatever companies, because what those companies do, others then follow. So it's really understanding a lot about your market and your customers and how they buy will help to affect the kinds of strategies that you put in place. And those are just examples of there's so many kinds of different strategies, but those are a couple examples.
SPEAKER_00Yeah, that makes perfect sense. That really does. So we we start by figuring out where we are and where we want to go, and then choose a strategy to get us there.
SPEAKER_01Yes, and that, but you're gonna have to have some things along the way if you want to be customer-centric. So, one thing, obviously, to make good decisions is you need good data. So um, you need to have data about your customers, about your market, about your competition. You know, what is it you need to know? What is it you think you know that you need to have clarity around? And um one of the best ways to think about it, it and I know you know our customers are not fish, but uh let's use phishing as sort of a way to explain the process a little bit. Um, uh I I've told this story before and I'll share it with your audience. Um my grandfather had five grandchildren, and when we were little, it was a big deal to be able to spend the weekend with my grandparents. Uh uh there were 11 people in the family, and so we would get together pretty regularly. And those of us who got to spend the weekend in the summer knew that uh we would be doing one of my grandfather's favorite hobbies, which was going fishing. And everybody would come together on Sunday for dinner. So obviously, we were our goal was to get enough fish to feed 11 people for dinner. So I always ask this question. I'm gonna ask you, Morris, what do you think is the first question uh my grandfather grandfather would ask a grandchild that's four years old about going fishing? What do you think is the very first question?
SPEAKER_00Oh, I have no idea. Maybe where do we go?
SPEAKER_01First question is what kind of fish are we fishing for?
SPEAKER_00Oh, okay, cool.
Data You Need To Decide
SPEAKER_01Right? Because that determines everything. Now, I thought I was pretty smart uh in my at four years old. And I remember saying something like this to my grandfather, blue once. And my grandfather being much smarter than me said, Oh, so we're gonna go after blue perch, and that is gonna determine everything. Because now he says to me, uh, go tell grandma that we're gonna need bait for blue perch. And blue perch is in the local lake, right? So he's picked a local lake, so we know where the fish is, and uh and we know that we're gonna go early in the morning because we have to feed all these people that are gonna be arriving for Sunday dinner. So we get up, we head out to the lake, and uh we get out of the car and we're getting all of our stuff. And remember, you're four years old, and Papa says to asks you your second question. What do you think is the second question?
SPEAKER_00I I blew the first one, so I'm not even gonna try the second one.
SPEAKER_01Where should we put our pole?
SPEAKER_00There you go.
Fishing Story: Know Your Buyer
SPEAKER_01Now, this has a lot to do with the fish. For example, is the fish like it on the shore, like in the reeds, or does it like it out in the deep water? Does it like it in the shade? Does it like it in the sun? So he's having this conversation about the fish, right? Uh, hopefully, as people are listening, you are beginning to think she's not really talking about fish, she's talking about customers. What is their preferences? Where do they like to buy? How do they like to buy? When do they like to buy? Right. And we're looking around at the competition. Do we want to be near where everybody else has got a pull, or do we want to be somewhere else? These are all the kinds of things you would ask about your customers. And if you don't know the answers to these basic questions, then all the bait you put in the you brought with you and you put on the hook and you send out there will be for naught. And that's what happens when people do marketing and selling that's random. They just put the bait on the hook. It could be an email, it could be a social media ad, it could be a direct mailpiece, it could be a video, it could be any number of things that they're doing, an event that they're sponsoring. And those are becoming random acts because they haven't really thought about the strategy in order to get the fish to bite. Because that's the goal, right? Now, not all fish are keepers, and that's a whole nother conversation about customer retention, but uh maybe that fishing story will serve some of your listeners well.
SPEAKER_00Oh, I think so. It really does. It makes perfect sense. You know, where is the where's the right fish and hole? And then uh what are you gonna do when you get there? The same thing's true here. Let's go where the customers are, our customers are. We're gonna know who that is to begin with, and and what they will respond to. So no, I think it's a perfect analogy. It makes great sense. So, where do where do you go from there, Laura?
SPEAKER_01Okay, so now we've we've been talking about being customer centric, and we've talked about two of what we call the four game changers strategy and data. Uh, another, and we talked about the game changer of Customer centric, but uh you have to put processes in place, and um a lot of companies struggle with processes and getting them in place. And there was a book written in 1999, and I'm the authorite is escaping me at the moment, but it's called the E myth, and it doesn't stand for uh you familiar with it, Morris?
SPEAKER_00Yeah, Michael Gerber.
Process As A Game Changer
SPEAKER_01Thank you. Thank you so much. Yes, and it stands for E stands for entrepreneurial, right? The entrepreneur's myth. And one of the things he talks about in the book is that if you don't want to be a slave to your business, and I know one of the things you want, Morris, for your customers is for them to enjoy the fruits of their labor, and right, to be able to make money and enjoy the fruits of their labor and not be a slave to their business, then one of the things that's critical for doing that is processes. And many companies are not good at process mapping, understanding what the processes are. And we like to talk about revenue generating processes, customer-facing processes, as opposed to operational processes, which were how you run the inside of your business. So you need to have all of those kinds of processes, how you run your business so that you can make decisions. And the more you run your business to be customer-centric, the better. So, would you like to hear a quick story of a company that did that well? And I may be able to share a story of a company that didn't. Okay. So in Texas, which is where I am, we have a um regional grocery store chain called HEB. And we had a um uh I love my H E V, and that used to be one of their campaign slogans. I truly do love my HEV. And uh some people that are listening might know that a few years ago, Austin was slammed with a terrible ice storm. And uh it was uh, my husband always says, if it weren't for the last minute when it comes to me, and we decided kind of at the last minute that we would go to the grocery store and make sure we had everything in preparation for this storm. They were telling everybody, you know, make sure you have everything, batteries, water, you know, batteries for your flashlights, water, candles, things like that, things you can eat that don't require your um your oven or stove to work, you know, all the usual stuff. So apparently I wasn't the only one that thought about the last minute because when we went to the HTB, there were lots of us in the store. And we're going up and down the aisles and putting things in our basket, you know, thinking about will that need to be refrigerated? Will that can do we need a can opener for that? You know, all the usual things that people think about. Can we eat? And also keeping in mind that our our dog makes sure we have food that um and things for him as well. And while we're in the store, the the lights go out and everything comes ceases. And you know, why is it, Morris, that when you're in a in a place when the lights go out, everybody starts to whisper. I don't know why that is, but have you ever noticed that that people start to whisper? So I turn to Mark and I say, What just happened? And he says, I think the lights went out.
SPEAKER_00Good for him. Good answer.
Measure What Customers Value
SPEAKER_01And then you hear this voice from the front of the store, and it's up uh a man's voice. He says, Hello, and says who he is. He says, I'm the manager of the store. And as you can see, we have lost power. And um in a moment, we will get a small amount of power back on through our generators, but we're not going to have enough power to check you out. All of the attached machines are down because that's not gonna work. And the main lights are not coming back on and all those other things. So, what I would like you to do is stop where you are and come to the front of the store with all of your with your carts. So we come to the front of the store, and there he and the employees are manually opening the automatic doors. And he turns to all of us and he says, Please take what you have in your carts to your cars, and we hope that you will all be safe during the storm, and we look forward to seeing you in better weather. And out the door we go. So thousands of dollars are going out the door, nobody's paying for anything, right? But imagine the goodwill, and of course, I've told this story many times. Oh, yeah. But this is an example of a customer-centric company. They made a customer who empowered an employee to make a decision and have and they had a process in place to do so. So think about it. Could would your employees make the right decision for customers? Do you have the processes in place to facilitate that? Um, those are some kinds of questions you should be asking. If you don't have the processes in place to facilitate it, they're not going to know what to kind of to do. So be sure you think through all of your processes, processes and that you have them documented. So that's the third uh game changer is around process. So we've talked about process and we've talked about strategy and we've talked about data. And the last thing being how what you measure. So we I don't, you know, different people measure different things. But in the end, if you're going to be customer-centric, then you need to somehow be measuring things related to customers. So things like share a wallet or customer lifetime value, um, things like, you know, how hard or easy, like customer effort, how hard or easy is it for them to do business with you? A customer engagement. There's lots of different ways and things that people can measure that are customer related. Uh, we have a tendency in business to focus on like a revenue number or a profit number, and that's great from a financial perspective. But like net new customers or customer acquisition rate, a customer retention rate, customer referral rate. These are I know I'm throwing out lots of them. I just want people to realize there are lots of options for good measures. A lot depends on where you are in your company and what kind of measures make the most sense for you.
SPEAKER_00Yeah, and it just needs to be something out there. I love the easy one. That's to me, that's the most important thing because that's I don't care whether you're in retail sales or or you're selling houses or cars or or business-to-business stuff, it's still about making it easy for the customer, the potential customer, to make a decision to buy. Because I'm not going to force you to buy. I can't. That ain't gonna work. I can't make a sale. All I can do is make it easy for you to decide to buy.
Make Buying Easy Everywhere
SPEAKER_01Yes, and every point, every touch point along the way can be hard or easy from how an invoice is paid, how a purchase order is made, how a product is delivered. So on our website, Morris at visionmed marketing.com, if people go in and put in customer effort, they will get a blog post on how to create a customer effort score.
SPEAKER_00Oh, cool. Boy, I bet that's cool. That's really neat. Laura, this is this is wonderful. This is great stuff. And I think that all of us would want to be customer centric. And I'm afraid, though, that when we investigate and we begin to look at our companies, we're probably not as customer-centric as we wish we were.
SPEAKER_01Well, uh, you know, again, uh I think there's a a little worksheet also on the website under Free Resources. And it's a worksheet on how, you know, that helps you determine how customer-centric you are. So you can, it's a little self-test, you know, self-audit. You can download it and kind of answer the questions. And the questions are written from the perspective of what would your customers say?
SPEAKER_00Hmm.
Self‑Audit And Customer Feedback
SPEAKER_01So rather than what you think, what would they say? Um, a lot of companies that we work with, you know, don't know what their customers would say. So maybe it's time to do some research, or maybe if you're large enough, set up a customer advisory board uh so you can get some good feedback. Um, asking questions, you know, doing win-loss analysis, why do you win? Why do you lose can give you a lot of insight um into your processes, into your how hard or easy it is for you to do business with all of those kinds of things.
SPEAKER_00Boy, that would be great. That's super. I'm gonna go there as soon as we finish here. Because there's something I need to do, no doubt about it. Laurie, anything else that you did practical that you'd like to share with us this afternoon?
SPEAKER_01Uh no, you've asked some good questions. I know I did a lot of talking. I would love to do some listening. If anyone has something they would love to share with me, I'm happy to chat with them. Uh, and you know, we want to see people be successful, create long-term sustainable, customer-centric companies. Because if you are that, you will be around for a long time. I was just in a conversation with a company that, you know, is thinking about how do we make sure we're here in 100 years? That's a good question.
SPEAKER_00Yeah, yeah, that's a very good question. That yeah, that tells you a lot about a company that's been around for a while for that kind of time. There's no doubt about it.
SPEAKER_01So it's a good question for everyone to be thinking about. Will we be here in 100 years? How can we be sure we're here in 100 years?
SPEAKER_00Yeah, no doubt about it. Well, Laura, I'll I'll tell you this. I'm in Texas as well, and we're getting a brand new H E B right here in Forney, uh, that's going to be opening up here. I looking at it, it ought to be open today, but I'm sure it's gonna be another couple of weeks. But I can't wait to get to my H E B. I love my H E B, Morris. I tell you what, it's an amazing company and customer-centric, they have another brand, Central Market. Yes, here in in Dallas. I don't know if it's in Austin or not, but uh two. Yeah, there you go. And boy, you talk about customer focused. These people are customer focused, yes, and their products are just outstanding. So that's the end of the commercial for H E B and uh Central Market.
Anticipate Needs: Central Market
SPEAKER_01Okay, one last thing, one last thing about Central Market. At Thanksgiving, when all of the recipes come out in all of the magazines, they have already looked at them, and everything for every recipe that's in all those magazines is available in Central Market. You can walk in and say, and that it's all there. Now that is customer-centric. They know people are gonna look in those magazines, they know they're gonna look at those recipes, and they have the ingredients to make them. I think that's remarkable.
SPEAKER_00It is, it is, and it is just so great and right on target for being able to run a business and grow a business. It just makes perfect sense, Laura.
SPEAKER_01Yeah, about anticipating your customers' needs. All of us can learn from that. All of us should learn how to do a better job of anticipating our customers' needs.
SPEAKER_00No doubt. No doubt. Laura, thank you again for being on the commission code with us this afternoon. We really appreciate you.
SPEAKER_01Thank you for having me. My pleasure.
SPEAKER_00Well, that does it for this episode of the Commission Code Podcast. This is the place where we want to help you find the commission code to success in your business. Remember, go to Moritzstems.com for more information. And in the meantime, hey, have a great week. Get out there and meet somebody new, and we'll see you again next time right here on the Commission Code. Best wishes on Moritz Stems.