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Hola, Hola familia! In today’s episode, I’m sitting down with Kelli E Ballou-McMillan, Chief Technology Officer at Legacy TSD, for a powerful conversation about entrepreneurship, representation, AI, and what it truly takes to build a lasting legacy in the technology channel.
Kelli shares how Legacy TSD is helping aspiring technology advisors and entrepreneurs learn the business side of the channel from building a company and developing a sales process to choosing the right technology partners and serving clients strategically.
We talk about why representation must go beyond simply having a seat at the table and create real opportunities for ownership, generational wealth, and long-term economic mobility. We also break down how to evaluate technology without getting distracted by shiny objects, why AI cannot fix a broken process, and why customer readiness should always come before implementation.
Kelli also gives us a behind-the-scenes look at Legacy TSD’s 12-week program, which combines self-paced education, mentorship, supplier relationships, sales training, and a supportive community designed to help new advisors avoid common roadblocks and grow faster.
In this episode, we discuss:
Building a technology business with the right foundation
Creating generational wealth through entrepreneurship
Moving from representation to ownership
Choosing strategic technology and supplier partners
Why you should never automate a broken process
Evaluating AI based on business readiness not hype
The importance of mentorship, community, and succession planning
Why women and underrepresented leaders are needed in technology
Protecting your reputation and being intentional about your personal brand
Whether you’re already working in technology, thinking about starting your own business, or wondering how AI will shape the future of your organization, this conversation is filled with practical advice, honest perspective, and plenty of corazón.
Learn more about Legacy TSD:
Connect with Kelly:
LinkedIn: Kelli E Ballou-McMillan
Learn more about Shelby Technology
Solutions:
Website: www.shelbyts.com
Ready to make your technology work for your business instead of against it?
Book a free 30-minute technology conversation with Shelby Technology Solutions.
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Instagram: @shelbytechsolutions
LinkedIn: Shelby Technology Solutions
YouTube: Shelby Technology Solutions
Connect with Kat Lopez Shelby “Your Techie Chica”
LinkedIn: Kat Lopez Shelby
Instagram: @shelbytechsolutions
Don’t forget to follow, subscribe, rate the show, and share this episode with someone who is ready to build their business, strengthen their brand, and create a legacy that lasts.
