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Spring Cleaning Your Financial House

May 22, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
Spring Cleaning Your Financial House
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Robert Port, Bradley Hilton, Laura Akins, Craig Frankel

Bradley Hilton/Modera Wealth Management

Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.

Prior to joining Modera, Bradley was a member of the wealth planning team at Wells Fargo Private Bank. Before that, he was a Wealth Strategies Analyst with U.S. Trust, a Bank of America company. He began his financial planning career as a Financial Analyst with The Ayco Company, part of Goldman Sachs.

Bradley earned his MBA from Georgia State University with a Masters Concentration in Personal Financial Planning. He also holds a Bachelor of Science in Business Administration with a concentration in Information Technology from the University of North Carolina at Wilmington. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional.

Laura Akins/Nadler Biernath

Laura Akins practices in the areas of elder law, probate, and estate planning with Nadler Biernath. Laura assists her clients in planning for family emergencies, finding solutions for complicated mixed family circumstances, and for the end of life. After a loved one has experienced a catastrophe or passed away, Laura helps clients navigate through the probate procedure and legalities.

As a native of Atlanta, Laura appreciates the opportunity to serve her hometown community. With patience and empathy, she guides her clients through the often overwhelming estate planning or probate processes. Laura finds it incredibly rewarding to connect with her clients and make difficult circumstances easier.

Laura received a B.A. in History from the University of Georgia and a J.D. from Cumberland School of Law, Samford University. She is an active member of the Georgia Association for Women Lawyers and the Atlanta Bar Association. Laura serves on board for the Elder Law Section of the Atlanta Bar and for the Threshold Community Program (a/k/a The Community School).

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Tagged With: craig frankel, elder law, estate planning, fiduciary, finance management, finances, financial planner, Gaslowitz Frankel, Laura Akins, modera wealth management, Nadler Biernath, Robert Port, special needs attorney, wealth management, Wealth Matters, wealth matters podcast, WEALTH MATTERS RADIO

Todd Edstrom with JLL (Jones Lang LaSelle) and Richard Grove with Wall Control

May 21, 2019 by Garrett Ervin

Gwinnett Business Radio
Gwinnett Business Radio
Todd Edstrom with JLL (Jones Lang LaSelle) and Richard Grove with Wall Control
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Amanda Pearch, Todd Edstrom, Richard Grove, Mike Sammond

Todd Edstrom/JLL

JLL is a world leader in real estate services, powered by an entrepreneurial spirit. They want the most ambitious clients to work with them, and the most ambitious people to work for them. It’s as simple as that. JLL buys, builds, occupies and invests in a variety of assets including industrial, commercial, retail, residential and hotel real estate. From tech startups to global firms, JLL’s clients span industries including banking, energy, healthcare, law, life sciences, manufacturing and technology.

Richard Grove/Wall Control

Wall Control is a family owned and operated US brand and company committed to producing made in USA high-quality metal pegboard wall-mounted organizers and tool storage systems.

More than that though, they’re a collection of family, friends, partners, and great employees that work hard to bring their fantastic customers an exceptional product that they’re proud to put their name on.

The Wall Control brand launched in 2003, and is a family owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, you’ll still find 3 generations of American Manufacturing hard at work to bring you the best tool storage products available today.

Tagged With: Gwinnett Business Radio, industrial real estate, metal pegboard, Mike Sammond, pegboard, pegboard organizers, real estate services, Retail, retail real estate, Richard Grove, Todd Edstrom, tool storage systems, Wall Control, wall mounted storage

Episode 46: Leveraging Your Story for Team Cohesion with Hasani X

May 20, 2019 by Garrett Ervin

Business Infrastructure
Business Infrastructure
Episode 46: Leveraging Your Story for Team Cohesion with Hasani X
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“What are you fighting for?” According to Hasani X, the answer to this question sets the foundation for everything you do. But people need to know and hear this story in order to be compelled to work with you on a team or do business with you. In this episode, Hasani, a communications and performance expert, shares the people, processes and tools he leverages to help his clients dramatically transform their businesses and team dynamics through storytelling. He also shares how a personal tragedy led him to pivot from building businesses to building people.

Special Guest: Hasani X, Chief Storyteller at Lead Your Story

Location:  Columbia, SC  USA

Show Notes:

  • VideoDayWithX.com: learn more about Hasani’s Launch My Story program to magnetize your message and grow your business.
  • Start with Why: How Great Leaders Inspire Everyone to Take Action: book by Simon Sinek.
  • Building a Story Brand: Clarify Your Message So Customers Will Listen: book by Donald Miller.
  • Tell Your Story Now: How to Unlock the Power of Your Personal Story to Attract, Lead and Inspire: Bo Eason’s FREE storytelling guide.
  • The Hero with a Thousand Faces: book by Joseph Campbell.

Tagged With: curing back office blues, hasani x, Lead Your Story, team cohesion, teamwork

Gwinnett Business Radio

May 19, 2019 by Garrett Ervin

Gwinnett Business Radio highlights and spotlights the top businesses and business leaders serving the Gwinnett community. The show airs live every Thursday at 10:00am EST and is hosted by longtime broadcaster Mike Sammond and local businessman Steven Julian.

 

Filed Under: Uncategorized

LEADER DIALOGUE: Lessons Learned from Leading Private/Public Partnerships

May 18, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
LEADER DIALOGUE: Lessons Learned from Leading Private/Public Partnerships
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Ben Sawyer, Lisa Counsell, Sherry Farrugia, Jennifer Strahan, Duffie Dixon

Sherry Farrugia manages the multi-million dollar pediatric research portfolio and the public-private partnership between Georgia Tech and Children’s Healthcare of Atlanta. This episode will provide:

  • An overview of her current role at Georgia Tech while supporting the Pediatric community, specifically Children’s Healthcare of Atlanta.
  • Her goals, objectives and burning platforms for her organization for the coming years.
  • Her challenges in balancing an academic university and a world-renowned healthcare organization dedicated to children in the Age of Consumerism.
  • An insight into working with non-profit organizations as both Children’s Healthcare of Atlanta and Georgia Tech are non-profit organizations that pose unique challenges to manage as a leader.

Sherry Farrugia/Childrens’s Healthcare of Atlanta Pediatric Technology Center at GT

Sherry Farrugia is the COO and CSO for the Children’s Healthcare of Atlanta Pediatric Technology Center at GT and the Director for the Children’s Healthcare of Atlanta. In this dual role she works to build and sustain public-private partnerships in pediatrics and health IT, and manages the partnership’s multi-million dollar research portfolio. She provides executive level leadership for business and operational functions and works to improve the overall execution of key business initiatives to improve efficiency, effectiveness and reduce administrative costs.

This includes providing insight into the innovations, new technologies, and start ups developed as a result of the partnership. Prior to this position Ms. Farrugia was the Managing Director of Health IT at Georgia Tech.

Sherry has over 25 years’ experience in the health information technology (IT) field, consulting with numerous industry partners, and many state agencies including the State of Georgia in the areas of care management systems, health information exchange, and enterprise data governance. She is very active in the Atlanta community serving on multiple health and pediatric related boards.

About SOAR Vision Group

The SOAR Vision Group mission is to: Align People with Purpose to Achieve Exceptional Results. SOAR provides best practice strategy execution, business process optimization services, and a structured organizational development approach for organizations to effectively implement the Baldrige Performance Excellence framework. For more information, contact SOAR Vision Group at (888) 294-3303 or visit soarvisiongroup.com.

About the Baldrige Foundation

The mission of the Baldrige Foundation is to ensure the long-term financial growth and viability of the Baldrige Performance Excellence Program, and to support organizational performance excellence in the United States and throughout the world. The Malcolm Baldrige National Quality Award is presented annually by the United States President to organizations that demonstrate quality and performance excellence. For more information, contact the Baldrige Foundation at (202) 559-9195 or visit baldrigefoundation.org.

Tagged With: customer value, duffie dixon, Georgia Tech, leader dialogue, Leadership, lisa counsell, organizational excellence, Organizational Hierarchy of Needs, performance excellence, private-public partnerships, public-private partnership, Sherry Farrugia, SOAR Vision Group, strategy execution

Rafael Villegas of Georgia Hispanic Construction Association (GHCA), Clara Richardson-Olguin of CIC Floors, and Francisco Manuel Martinez of Eagle Construction and Restoration

May 17, 2019 by Garrett Ervin

Gwinnett Business Radio
Gwinnett Business Radio
Rafael Villegas of Georgia Hispanic Construction Association (GHCA), Clara Richardson-Olguin of CIC Floors, and Francisco Manuel Martinez of Eagle Construction and Restoration
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Rafael Villegas, Clara Richardson-Olguin and Francisco Manuel Martinez

Rafael Villegas/Georgia Hispanic Construction Association (GHCA)

The Georgia Hispanic Construction Association (GHCA) is a non-profit organization catering to the needs of the Hispanic construction community, offering extensive educational and business development opportunities for small and medium size construction companies.

 

Clara Richardson-Olguin/CIC Floors

CIC Floors is the top-quality flooring company in metro Atlanta, specializing in unique and eco-friendly products and professional service. Their mission is to provide their customers with quality products and excellent installation services at competitive prices.

 

Francisco Manuel Martinez/Eagle Construction and Restoration

Founded in 1996 by Francisco A. Martinez, Eagle Masonry Services, Inc. focuses its efforts to work on the masonry field, which includes installation of brick, decorative stone, concrete block, and other materials related to the masonry trade. In 2013 Eagle Masonry Services become Eagle Construction and Restoration, LLC.

With more than 23 years of experience, Eagle Construction & Restoration had contributed to the construction of public, commercial, and residential buildings. Most of the work performed by ECR is located in the Southeast region, including Alabama, Tennessee, South Carolina, North Carolina, and Georgia.

At the moment, Eagle Construction & Restoration traces its efforts on commercial jobs, which requires the highest quality control regulations as well as the highest safety levels. With a personnel capacitated on safety programs and quality control management, ECR’s goal is to obtain the greatest satisfaction out of its customers as well as to preserve the well being of its employees.

Tagged With: construction companies, eagle construction, eagle construction & restoration, eagle construction and restoration, eagle masonry, Flooring, flooring company, francisco manuel martinez, ga hispanic construction association, georgia hispanic construction association, ghca, gwinnett flooring, hispanic construction, masonry, masonry company, rafael villegas, wallpaper

Adam Shapiro with Sales Reform School

May 16, 2019 by Garrett Ervin

ePresence
ePresence
Adam Shapiro with Sales Reform School
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Adam Shapiro and Mark Galvin

Adam Shapiro/Sales Reform School

SalesReformSchool™ Helps B2B Executives Improve Their Sales Force’s Professionalism. They do this by following a process, by purposefully following a messaging strategy, and setting expected behaviors that map to the company’s values and culture. With the explosion of sales tools, especially those geared to filling the top of the sales funnel, you’re expecting results. If you’re not achieving the ones you need, then it may be time to professionalize your sales force.
Mark Galvin/ePresence

ePresence provides personal branding services for individuals, executives and entrepreneurs. They leverage social media on an individual level since that is where the audience is most engaged. Mark Galvin, CEO and Founder of ePresence, is a personal social media expert with 29 years of business management and hotel industry experience including stops with Marriott, Hyatt, Omni and IHG.

Tagged With: ePresence, Facebook, How's Your ePresence?, LinkedIn, Mark Galvin, Social Media, social media branding, social media management, social media marketing, Twitter

SIMON SAYS, LET’S TALK BUSINESS: Mark Galvin with ePresence, Tim Fulton with Small Business Matters, and Caleb Stevens with Corners Outreach

May 16, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
SIMON SAYS, LET'S TALK BUSINESS: Mark Galvin with ePresence, Tim Fulton with Small Business Matters, and Caleb Stevens with Corners Outreach
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Mark Galvin, Tim Fulton, Caleb Stevens, Al Simon

Mark Galvin/ePresence

ePresence launches and manages your personal social media. ePresence, is a professional social media management firm for individuals. Mark and his team take care of YOUR online personality, so you do not have to. There are many people who do not have the time, know how, or desire to do this today? But it is important to have your profiles and activity optimized so you always look your best. You never know when a future boss, a potential client/customer, or important peer lands on your profile. ePresence keeps your feeds active and clean up profiles, so you ALWAYS look your best.

Mark Galvin is the Founder and CEO of ePresence. In addition to growing ePresence, Mark is an entrepreneur, keynote speaker, podcaster and host of “How’s your ePresence?” on Business RadioX, and a LinkedIn and branding consultant.

Tim Fulton/Small Business Matters

With over 30 years of experience, Small Business Matters (SBM) brings a results-based approach to each and every client. Whether your business has been established for 50 years or 50 days, they are passionate about helping you achieve your goals and mission.

Small Business Matters was established in 1994 as an independent management consulting and training practice. The primary goal of SBM is to increase the effectiveness and enhance the lives of CEO’s. Since its existence, Small Business Matters has worked with companies such as Lucent Technologies, Carlson Companies, CB Richard Ellis Real Estate Services, Inc. (formerly Insignia/ESG, Inc.), and Georgia Power.

Small Business Matters is owned and operated in Atlanta, Georgia by Tim Fulton. Tim is a nationally-recognized small business coach, consultant, and advocate. He has been involved in the field of entrepreneurship for over three decades as a successful business owner, small business counselor, and adjunct university professor.

Tim is currently a Vistage Group Chair in Atlanta. Vistage is an international membership organization for company CEO’s and Presidents that provides a very unique growth experience for its members. In addition, Tim is a facilitator for the University of Georgia SBDC’s GrowSmart training program, which is designed for growth-oriented small business owners, operators, and executives.

Caleb Stevens/Corners Outreach

Corners Outreach began in 2012 by partnering with a local elementary school and working in the neighborhood of the students who have the greatest academic need.

Their focus of helping children in their community with better education grew to include bettering home life by helping their parents get better jobs. Because they focus in Title 1 schools, many of their 600 students live in trauma caused by low income, language, transportation, multiple families dwellings and immigration.

 

Tagged With: consulting, Corners Outreach, Entrepreneurship, ePresence, independent management consulting, Mark Galvin, Sales, sales coaching, sales training, Sandler Training by Simon, Simon Says Lets Talk Business, small business, Small Business Matters, Social Media, social media branding, social media marketing, Tim Fulton

Todd Weeks with Traction Focused and Ryan Burton with the Ryan Burton Music Group

May 16, 2019 by Garrett Ervin

Gwinnett Business Radio
Gwinnett Business Radio
Todd Weeks with Traction Focused and Ryan Burton with the Ryan Burton Music Group
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Todd Weeks and Ryan Burton

Todd Weeks/Traction Focused

Todd is passionate about helping business owners and leadership teams get traction in their business through the Entrepreneurial Operating System (“EOS”). Todd personally lived inside the EOS system for four years and experienced the transformative power it can have on a business. In the first 3 years of running their business using the EOS system Todd and his team grew their Net Profit 6 times, and ultimately sold the company in the 4th year realizing a 40% increase in the overall value of the business. Now Todd spends all of his time helping other entrepreneurs experience the same growth and transformation through implementing EOS in their companies.

For more information about Traction Focused click here

Ryan Burton/Ryan Burton Music Group

The Ryan Burton Music Group is an Independent Record Company & Artist Management Company founded by Canadian/American Entrepreneur, Marketer & Musician Ryan Burton. The company is based in Lawrenceville, GA (Metro Atlanta) and focuses on recording and releasing artists that ignite the listeners imagination. Ryan Burton Music Group was started in January 2015 based around a desire to form a company that helps artists thrive. “We like to find a musician that has talent and get involved in all aspects to help them get where they need to go. We look for someone that lives for music and is prepared to do what it takes to succeed. When we meet an artist like this, development and getting their music to the masses is easy.” RBMG believes in helping artists and then participating in their success “we help you grow, then we all can benefit from that success” says Burton.

Tagged With: entrepreneur, Entrepreneurial Operating System, EOS, Gwinnett Business Radio, independent record company, Mike Sammond, ryan burton, Ryan Burton Music Group, sonesta gwinnett place atlanta, steven julian, subaru of gwinnett, Todd Weeks, Traction Focused

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