Garrett Ervin, Author at Business RadioX ® Page

Christine Steck and Jerry Couch with Lanier Tent Rental, and Robin Martinelli with Martinelli Investigations

September 25, 2014 by Garrett Ervin

Gwinnett Business Radio

Christine Steck and Jerry Couch with Lanier Tent Rental, and Robin Martinelli with Martinelli Investigations

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Jerry Couch, Robin Martinelli, Chrsitine Steck, Steven Julian — Jerry Couch, Robin Martinelli, Christine Steck, Steven Julian

Christine Steck & Jerry Couch/Lanier Tent Rental

Lanier Tent Rental is conveniently located and now celebrating 25 years at 534 Mill Street in Gainesville. The name says Tent, but they do so much more. They always strive to provide the highest level of service with quality products at competitive prices in the Northeast Georgia and surrounding areas. They provide rental equipment for a variety of functions and events. They work with community centers, colleges, grand openings, corporate events, weddings and more. They offer free consultation and site surveys.

Lanier Tent Rental invites you to their showroom any time. While pictures are worth a thousand words, there is nothing like seeing the items in person. You can bring your caterer, florist, event planner, family, friends, whoever to join you, which may help you get ideas and personalize your event, and make your vision come to life. At Lanier Tent Rental “We make every event an event to remember”.

Robin Martinelli/Martinelli Investigations

Martinelli Investigations, Inc. (MII) is a female owned, family operated business. They offer many years of diverse experience in all types of civil and criminal cases.

Martinelli Investigations is determined and dedicated to assisting their valued clients with their unique situations. MII provides the highest level of professionalism to all of their clients which include attorneys, businesses and individuals. They can handle all cases, no matter the bleakest of situations. The firm has over 25 years of law enforcement and military background, combined. The MII team has a diverse blend of cultural backgrounds, including Spanish speaking Private detectives, both male and female.

MII has handled over an estimated 3,000 Private Investigation cases for Attorneys, Businesses and Individuals. MII excels in their sophistication of capturing vital and crucial evidence. All of their clients receive comprehensive investigation notebooks, as well as a video compilation of their case. These notebooks and videos assist the lawyer, family, individual, business, courts and/or corporations immensely.

MII also maintains a case management system where clients can log in, at their convenience, to review the current and ongoing work in their case. This is especially beneficial for out of town clients, including families, corporations, lawyers and their staff. Clients can enjoy the ease and accessibility of reviewing their reports, pictures and video at their own convenience.

NAVIGATING THE SMALL BUSINESS MINEFIELD: Phillip Saxton with Small Business Samaritans and Mike Hardesty with Hardesty Hackett & Partners

September 24, 2014 by Garrett Ervin

On the Money

NAVIGATING THE SMALL BUSINESS MINEFIELD: Phillip Saxton with Small Business Samaritans and Mike Hardesty with Hardesty Hackett & Partners

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Phillip Saxton with Small Business Samaritans and Mike Hardesty with Hardesty Hackett & Partners discuss the pros and cons of launching and operating a small business with Joe Moss, the president of Embassy National Bank.

Phillip Saxton/Small Business Samaritans

Small Business Samaritans cares about the individuals who have the dream and courage to start a business. These dreams are important, not just to them and their families, but to their customers and the community where they operate.

We are living in challenging economic times where much of the future of the United States depends upon job creation. Our top concerns as a nation lie with economic recovery, job creation, and setting up & operating successful businesses. It is highly doubtful that many new jobs are going to be created by big business, global business, governments, inventions or new investments. During the last 15 years, according to the Small Business Administration (SBA), small businesses generated over 64% of new jobs. Currently, 70% of job growth is generated by small businesses, which is expected to continue, if not increase, in the next four years.

Small businesses have been severely affected by economic, global and political forces completely out of their control. The current recession was caused by poor political decisions, poor leadership from large financial organizations, a liquidity shortfall in the banking system caused by the overvaluation of assets, poor leadership from large corporations, and greed.

The concept of SBS was born out of the idea that small businesses and entrepreneurs needed to do things differently in order to insulate them from these economic and political forces. Our communities depend upon doing things differently. The goal is to operate a business that is less subjected to outside forces.

Mike Hardesty/Hardesty Hackett & Partners

Since their beginning in 2004, Hardesty Hackett & Partners set out to be different and unique. They had seen consulting from both sides of the desk and knew what was good and what was not good. They wanted to provide excellent value for the money, achieve their goals every time, insure that their work was sustainable, and make a real and significant difference to their clients’ performance. There was no “Plan B”.

To achieve this vision, they needed excellent and consistent performance from their people; unique people with particular skill sets that would go the extra mile to create success and compete with themselves, not each other, and think “outside the box”. These people would possess a personal authority – morally, technically and energetically – so their clients would be motivated to engage in the process, rather than fight it. The use of independent contractors would prove to be the appropriate model.

They also needed a process that allowed them to see the issues quickly and then effectively change systems, processes and behaviors to bring about significant and sustainable change. They created the Hardesty Hackett Change Process (HHCP) which is largely credited with establishing an outstanding reputation for creating sustainable change.

Under the ownership of the five original partners and two subsequent partners, Hardesty Hackett has grown substantially every year. Part of this success is due to their insistence to always delight their clients. Part of their broad industry experience has allowed Hardesty Hackett to grow in ways to help their clients, and part has been their selection and mentoring of the Hardesty Hackett team to successfully execute the original vision.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Irene Hinson with Hinson International and Justin Knott with Corporate Financial Options

September 24, 2014 by Garrett Ervin

Silver Lining in the Cloud

Irene Hinson with Hinson International and Justin Knott with Corporate Financial Options

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Irene Hinson, Charlie Hinson, Justin Knott, Dominick Rainey

Irene Hinson/Hinson International

Hinson International is owned by company founder Charlie Hinson, Sr. Incorporated in Georgia in September 2012 and located in Lithonia, Hinson International is firmly guided by the inherent belief that quality and comfort should be an intrinsic characteristic in American homes and businesses that do laundry around the world.

They take pride in the fact that they designed, manufacture and distribute HINATURES, a natural liquid laundry detergent that is eco-friendly and for families with sensitive skin. Manufactured in Georgia makes it a truly “Made in the USA” product. HINATURES Natural Liquid Laundry Detergent is applauded for being an eco-friendly detergent, both nature friendly and safe to use with bleach. As a natural liquid, HINATURES is bold enough to handle heavily soiled laundry, and gentle enough for all washable fabrics as directed by the manufacturer’s label.

HINATURES is very low in suds which makes it environmentally friendly. See their web site www.hinatures.com for more information.

Justin Knott/Corporate Financial Options

Corporate Financial Options is an end-to-end CPA and CFO services firm that specializes in multi-unit and franchise businesses. In the CPA business, the tendency is to get wrapped up in the expectations of the government or some accounting board that dictates how information is reported. They changed that thinking. They have created a client-centered program that puts the information business owners need at their fingertips to control, manage and grow their businesses.

Traditional accounting systems focus on two things: income taxes and the requirements of lenders. Corporate Financial Options believes that business owner’s needs should come first. Yes, they will keep the bank happy and will do all necessary reporting to the IRS, but their focus goes way beyond that. It is to get the burden of bookkeeping off the business owner, provide him with timely, complete and accurate information, PLUS provide the expertise to use this information to create sophisticated financial road maps.

The other issue is the duplication and triplication of efforts that occur when a business uses an in-house bookkeeper, an outside firm, a payroll service, a business analyst and a CFO or Controller. For a fixed monthly fee, Corporate Financial Options consolidates all functions under our roof. The result is a complete end-to-end system that is more accurate, more efficient and more relevant. After all, the real value is a better understanding of your operation that creates increased profits.

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Garrett Ervin

Gwinnett Studio

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel — Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

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Aging in Place

September 18, 2014 by Garrett Ervin

Gwinnett Studio

Aging in Place

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Victoria Collier, Mindy Posey, Garol Orr

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Garol Orr/101 Mobility

101 Mobility is a national mobility equipment and solution company with over 93 locations and growing. They are a locally owned and operated office serving north Atlanta and northern suburbs from Snellville to Marietta and beyond. They sell, rent and service mobility and accessibility equipment.

Mindy Posey/At Home Personal Care

At Home Personal Care is a state licensed and insured provider of quality personal care assistance serving metro Atlanta for over 15 years. In operating this family-owned business, they take great pride in meticulous involvement and personal touch with every care recipient’s needs. Having served over 1,600 clients, they have earned the reputation for quality in providing senior care and services. Providing personal care and companionship in the most dignified and compassionate manner is an integral part of what they do. They strive to offer great flexibility at the most competitive rates without compromising services.

Today’s Senior Salute Moment: Navy veteran Max Sarfaty for successfully Aging in Place.

Kent Gregoire with Symphony Advantage and Myra Cisse with Certification Consultants

September 17, 2014 by Garrett Ervin

Silver Lining in the Cloud

Kent Gregoire with Symphony Advantage and Myra Cisse with Certification Consultants

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Kent Gregoire, Myra Cisse, Nikole Toptas

Kent Gregoire/Symphony Advantage

At Symphony, they provide leadership development and advice to CEOs in the complexities of business ownership from expansion to exit. Through exploration, they identify unknown questions and help clients see hidden potential. Symphony. Orchestrating Business.

Myra Cisse/Certification Consultants

Certification Consultants is a small consulting firm specializing in certifications for Women, Minority and Veteran business owners. They offer turnkey solutions to help their clients get certified. They specialize in 8(a); Women/Minority Business Enterprise; Veteran/Service- Disabled Veteran; and Woman- Owned Small Business certification preparation services. Not only do they certify businesses, but they provide our clients – once certified – with the resources they need to quickly reach their end goal… a government or corporate contract.

Reverse Mortgages and Paying for Home Health Care

September 12, 2014 by Garrett Ervin

Gwinnett Studio

Reverse Mortgages and Paying for Home Health Care

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Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Dan Wolbe/Liberty Home Equity Solutions

One of the nation’s largest reverse mortgage companies. Liberty uses licensed local representatives to help seniors understand the potential benefit in unlocking their home’s equity. They discuss financial security for those that want to stay in their homes and the many ways reverse mortgage can improve their lives.

Nancy Bour/Synergy HomeCare of Metro Atlanta

When trusting someone to care for you or your loved one, it is important to have confidence in their passion to serve and their care giving skills. At Synergy HomeCare, they can help you to find the care you need as you age, recover from illness, or seek assistance during a difficult time. Let them take your worries away so that you can relax and enjoy quality time with your parent, your child, your friend, etc. They want you to have peace of mind and feel physically, mentally, and emotionally relieved. You are not alone and they can make caring for a loved one a pleasure.

Senior Salute Moment: Today’s senior Salute Moment recognizes Edwin Garner for living all of his days in the place he so fondly calls home.

Eric Reid with the Eric G. Reid Company, Vlad Rusz with Sterling Rose Consulting Corp, and Missey Cunningham & Sulianna Chandler with RD Direct

September 11, 2014 by Garrett Ervin

Gwinnett Business Radio

Eric Reid with the Eric G. Reid Company, Vlad Rusz with Sterling Rose Consulting Corp, and Missey Cunningham & Sulianna Chandler with RD Direct

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Mike Sammond, Sulianna Chandler, Missey Cunningham, Eric G. Reid, Vlad Rusz, Steven Julian — Mike Sammond, Sulianna Chandler, Missey Cunningham, Eric Reid, Vlad Rusz, Steven Julian

Eric Reid/The Eric G. Reid Company

A coach is a word that means ‘come alongside’. Come alongside and share together, teach, listen and lead. The Eric G. Reid Company Coaching/Training involves the ability to understand you: to live where you live, think how you think, and understand your perspective. From this benchmark, he will place another perspective on top of yours, stretching and growing you to gently see a different way. As a certified John Maxwell coach, he can see what you are going through and things you are going to go through. Coaching is foreseeing, paving the way, coming alongside and adding value to you.

Vlad Rusz/Sterling Rose Consulting

Sterling Rose Consulting Corp is a Georgia based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, accounting, bookkeeping, financial analysis, operations, investor pitch deck creation, immigration visa business plan creation, and business consulting. Their staff has over 25 years of successful entrepreneurial experience. In addition, the CEO of the company has launched and run three successful businesses that currently range in age from 2 to 7 years old with net revenues ranging from over $150,000 to over $4.0 million.

Sterling Rose Consulting Corp prides itself on providing quality, investor ready documentation. The company takes it even one step farther and it makes sure the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting Corp services both start-ups and established firms.

Missey Cunningham & Sulianna Chandler/RD Direct

RD Direct helps companies find ways to increases efficiencies through service price reductions and network analysis. They make sure their clients have the best prices on the market and the best products that suit the clients needs. Their customers see immediate results and are positioned with the right technologies to support flexibility and future growth.

CYBER SECURITY FOR SMALL BUSINESS: Jeff Brown with CompliancePoint

September 10, 2014 by Garrett Ervin

On the Money

CYBER SECURITY FOR SMALL BUSINESS: Jeff Brown with CompliancePoint

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Jeff Brown with CompliancePoint joins Joe Moss to discuss cyber security and how small businesses can protect themselves from computer hacking.

Jeff Brown/CompliancePoint Inc.

Is your information security working as designed? Do you understand the risks to your business if there were a data breach? No matter what your business, failure to comply with relevant legislation or to fully protect confidential data or payment card information can have a devastating impact.

CompliancePoint’s Information Security Compliance Practice is uniquely positioned to enable you to meet your compliance and information security goals.

Securing your company’s information assets involves more than technology. It requires a deep understanding of the risks involved in and the security processes and procedures that should be implemented.

Their consultants have years of experience in all aspects of information security and hold some of the most prestigious certifications and designations. They have worked with organizations of all sizes including many Fortune 50 companies and global industry leaders.

CompliancePoint’s consulting services can help your company meet its compliance, security design and assessment requirements.

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Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.