John Ray, Author at Business RadioX ® Page

Teresa Duncan, Odyssey Management, Inc.

August 30, 2022 by John Ray

Dental Business Radio

Teresa Duncan, Odyssey Management, Inc.

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Teresa Duncan, Odyssey Management, Inc. (Dental Business Radio, Episode 32)

Teresa Duncan, President of Odyssey Management, returned to the show to discuss dental insurance coverage and issues the employers may be facing. Teresa joined host Patrick O’Rourke to discuss covered changes in the market, challenges with the myriad of plan designs, PPO contracts, insurance coordinators, patient portals, and much more.

Dental Business Radio is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Odyssey Management, Inc.

Odyssey Management Inc. provides courses and workshops to help doctors and managers to recover revenue by streamlining billing, accounts receivable and insurance systems. Management courses are designed for beginner to advanced levels. Most popular courses are centered around dental insurance and strategic business planning.

Company website | LinkedIn | Facebook

Teresa Duncan, Owner and President, Odyssey Management, Inc.

Teresa Duncan is a speaker and writer with over 20 years experience in healthcare. Her areas of expertise include proven accounts receivable and insurance methods; and helping doctors and managers establish solid management systems. A recipient of the Educator of the Year Award by the Association of Dental Implant Auxiliaries – a component of the International Congress of Oral Implantologists, she understands the importance of continuing education.

She is the author of Moving Your Patients to Yes: Easy Insurance Conversations and an annual contributing author to the ADA’s CDT Companion Guide since 2017. Teresa is a frequent contributor to The Observer, The Progressive Dentist and Dr. Bicuspid publications. She served as a founding Trustee for the auxiliary-learning focused DALE Foundation. Teresa is a member of the National Association of Dental Plans and the National Speakers Association. Teresa also hosts her own podcast, “Nobody Told Me That!”

She has been named one of the Top 25 Women in Dentistry by Dental Products Report Magazine and is recognized yearly as a Leader in Consulting by Dentistry Today. Most recently she provided consulting assistance in the development of several modules of the American Dental Association’s Guidelines for Practice Success™. Teresa received her Master’s Degree in Healthcare Management from Marymount University.

LinkedIn | Twitter

Dental Business Radio covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. Dental Business Radio is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®. The show can be found on all the major podcast apps and a complete show archive is here.

Practice Quotient

Dental Business Radio is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient

Website | LinkedIn | Facebook | Twitter

Raising Prices is Not Just About Making More Money

August 30, 2022 by John Ray

North Fulton Studio

Raising Prices is Not Just About Making More Money

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Raising Prices is Not Just About Making More Money

No, contrary to what some might think, raising prices is not just about making more money. For small and medium-sized business owners, better pricing allows for reinvestment in the business which benefits employees and clients.

The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

John Ray: [00:00:00] Hello. I’m John Ray on The Price and Value Journey. Raising prices is not just about making more money. Occasionally, I run into people who, in a bad attempt at humor, tell me that I’m contributing to the inflation problem because of my encouragement to professional services firm owners to tend to their pricing. I also get a few who, in a backhanded way, accused me of giving license to business owners to be “greedy”. That’s a big load of buffalo bagels, folks, and that’s as kind as I can be about it.

John Ray: [00:00:36] What the uninformed don’t realize, or sometimes they don’t choose to understand, is that arguably the biggest challenge small business owners face, and particularly professional services providers who are pricing what’s between their ears, is adequately pricing their product or service. Because of this struggle, the entire business suffers. Because of inadequate pricing, employees don’t get the raises they should receive leading to unnecessary turnover.

John Ray: [00:01:09] The business itself doesn’t get the cash flow needed for reinvestment to improve customer experience or add client benefits. There’s not enough financial flexibility to allow the business owner to work on the business instead of in it. Maybe, most important, the business owner suffers personally. They experience a high stress level, which, untended, leads to burnout, problems at home, and worse.

John Ray: [00:01:38] Small business owners are not like a corporate behemoth squeezing out every little penny possible, such as the one with a website in which you’ll go check out an item, come back a few minutes later to buy, and you’ll find the price has gone up a few dollars because your online behavior that they’re tracking surreptitiously predicts that you’re ready to buy.

John Ray: [00:01:59] I talked to one of my clients recently about this subject. He said something that I love, that one of the benefits of better pricing is that you fall in love with the business all over again. I just love that. He went on to talk about how the stress of business ownership gets lowered. You create a better life and you get time back. We talked about how time is a vanishing asset which can never be replaced.

John Ray: [00:02:28] In reflecting on our conversation later, I also thought about giving back. Small business owners overall are extraordinarily generous. They come at life wanting to help people and solve their problems. This characteristic extends over to their community involvement. They love being able to give back. Many owners I know put funding a cause important to them high on the list of reasons for leaving corporate to start their own business.

John Ray: [00:02:58] Sure, there are some bad actors among small business owners, but I find they’re the exception. The preponderance of small business owners I know, if anything, are too selfless. And that’s one reason I’m passionate about pricing.

John Ray: [00:03:15] I’m John Ray on The Price and Value Journey. Past episodes of the series can be found at pricevaluejourney.com. And if you’d like to send me a note, you can email me, john@johnray.co. Thank you for joining me.

About The Price and Value Journey

The title of this show describes the journey all professional services providers are on: building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire and trying to do all that at pricing which reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line as well as the mindset you bring to your business.

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray The Price and Value Journey — **John Ray, Host of “The Price and Value Journey”**

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

In his other business, John is a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. As a veteran B2B services provider, John’s special sauce is coaching B2B professionals to use a podcast to build relationships in a non-salesy way which translate into revenue.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,500 podcast episodes.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

Four Components to Prepare a Business to Sell, with Bill McDermott, Host of ProfitSense

August 29, 2022 by John Ray

North Fulton Studio

Four Components to Prepare a Business to Sell, with Bill McDermott, Host of ProfitSense

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Four Components to Prepare a Business to Sell, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill compared selling a business to selling a house, and laid out four important components to prepare a business to sell.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Bill’s commentary was taken from this episode of ProfitSense.

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

LIVE from the GNFCC Grand Opening Celebration: Jon-Paul Croom, Wellstar North Fulton Hospital

August 29, 2022 by John Ray

North Fulton Business Radio

LIVE from the GNFCC Grand Opening Celebration: Jon-Paul Croom, Wellstar North Fulton Hospital

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North Fulton Business Radio, Episode 506)

Jon-Paul Croom, President of Wellstar North Fulton Hospital, joined John Ray to chat about the grand opening celebration for the new offices of GNFCC at Avalon, the recent improvements at Wellstar North Fulton including the new CyberKnife®, Wellstar North Fulton’s support of GNFCC, and more.

This show was originally broadcast live from the Grand Opening celebration and ribbon cutting of the new offices of the Greater North Fulton Chamber of Commerce at the 10000 Building at Avalon in Alpharetta, Georgia, on August 18, 2022.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Equipped with the latest technology and medical expertise, Wellstar North Fulton Hospital is committed to delivering quality, personalized care, tailored to you. Wellstar North Fulton is a Level II Emergency Cardiac Care Center, Level II Trauma Center, and Joint Commission Primary Stroke Center.

From their convenient Roswell location, Wellstar North Fulton Hospital offers the most advanced stroke care and leading therapies, specializing in complicated and complex cases. Count on their dedicated neuro team, state-of-the-art imaging technologies, and neuro-trained intensive care unit (ICU), to treat all types of strokes, including ischemic strokes, intracerebral hemorrhages, and subarachnoid hemorrhages.

Wellstar North Fulton’s team of neurosurgeons, neurocritical care physicians, and neuroradiologists perform thrombectomies, aneurysm treatments, and cerebral bypass procedures. In addition, our dedicated hybrid neurovascular suite is equipped with innovative bi-plane technology. This allows neurosurgeons to view highly detailed images of brain vessels, so our experts can customize treatments in real-time. That means you don’t have to go far for expert stroke treatment.

From diagnostic testing to life-saving emergency care to physical rehabilitation, Wellstar North Fulton Hospital provides comprehensive stroke care so you can get back to life, faster.

Company Website | Facebook | Twitter

Jon-Paul Croom, FACHE, President of WellStar North Fulton and SVP at WellStar Health System

Jon-Paul Croom is President of Wellstar North Fulton and joined the hospital in 2017.

Croom previously served as CEO of the 429-bed Central Mississippi Medical Center (CMMC) in Jackson, Miss. At CMMC, Croom was regarded as a team builder, using daily team huddles focused on delivering care that exceeded patient expectations while working to improve access to needed services. Croom opened the only burn center in Mississippi and increased the availability of inpatient psychiatric services at the facility.

Croom was also CEO for Merit Health Rankin in Brandon, Miss., chief operating officer for Clearview Regional Medical Center in Monroe, Ga., and chief operating officer for Roxborough Memorial Hospital in Philadelphia. Additionally, he served on the board of the Mississippi chapter of March of Dimes.

Croom received his bachelor’s degree from Mercer University, in Macon, Ga., and a master’s degree in both business administration and health administration from the University of Alabama at Birmingham.

Jon-Paul lives in Roswell with his wife and three children.

Questions and Topics in this Interview:

Wellstar North Fulton’s recent improvements
The addition of the CyberKnife®
Wellstar North Fulton’s involvement with GNFCC
Chamber luncheons

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Jana Lisle Parham, Lisle Parham Wealth Management – UBS Private Wealth

August 29, 2022 by John Ray

North Fulton Studio

Jana Lisle Parham, Lisle Parham Wealth Management - UBS Private Wealth

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Jana Lisle Parham, Lisle Parham Wealth Management – UBS Private Wealth (Time Well Spent with Julie Hullett, Episode 7)

Jana Lisle Parham, a Certified Financial Planner with Lisle Parham Wealth Management, joined the show to chat with Julie Hullett. She and Julie talked about how she got into wealth management, her love of popcorn, optimism, travel, and much more.

After their conversation, Julie shared a quick tip about making plans now for the holiday season.

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

Lisle Parham Wealth Management – UBS Private Wealth

Lisle Parham Wealth Management (LPWM) is a financial planning team in Private Wealth at UBS, working with clients with significant wealth who seek a long-term relationship where LPWM is at the center of coordinating with other professionals of the client, such as attorneys, CPAs.

Jana believes true wealth planning is a long-term relationship with client families, encompassing all aspects of life, both present & future. While her planning process is thorough & methodical, it also embraces the unique personality & concerns of each client. Addressing the obvious is merely scratching the surface of what ongoing planning can deliver. Uncovering that next layer of what is relevant to clients, & helping them achieve financial plans that support what gives them purpose is what Jana is passionate about.

Website | LinkedIn

Jana Lisle Parham, CFP^®, CIMA^®, CPWA^®, CEPA, Senior Vice President–Wealth Management, Lisle Parham Wealth Management – UBS Private Wealth

Jana founded LPWM 26 years ago as a second career. She has been a CFP since 1999 and has built a loyal ultra-high net worth client following through fiduciary planning, as opposed to transaction investment-only planning. Her team is multi-generational and has been between 50-100% female since its inception. She loves to educate and present possibilities rather than providing advice simply because ‘that’s what most clients do”. She loves her clients, team, and family – blessed!

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of *Time Well Spent with Julie Hullett*

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website| LinkedIn | Instagram. Sign up to receive her newsletter.

LIVE from the GNFCC Grand Opening Celebration: Senator Brandon Beach, North Fulton CID

August 29, 2022 by John Ray

North Fulton Business Radio

LIVE from the GNFCC Grand Opening Celebration: Senator Brandon Beach, North Fulton CID

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North Fulton Business Radio, Episode 505)

Senator Brandon Beach, the Executive Director of the North Fulton Community Improvement District (CID), joined John Ray at the Grand Opening Celebration and shared his reflection on the growth of the Greater North Fulton Chamber, recent North Fulton CID projects, plans for the GA 400 corridor, and more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

The North Fulton Community Improvement District (NFCID)

The North Fulton Community Improvement District (NFCID) is a self-taxing district that was formed in 2003 by a group of business leaders committed to maintaining and enhancing the North Fulton community. With the goal of investing in a more vibrant and sustainable North Fulton, the CID advances infrastructure projects that enhance the livability, walkability and drivability of the entire community. The NFCID spans from Mansell Road north to McGinnis Ferry Road, serving as a catalyst for transportation planning, investment and improvement.

Commercial property owners within the District’s boundaries pay a voluntary tax, which funds the NFCID’s efforts. The CID’s mission is to work continuously to improve the economic viability of its district. This includes the development of efficient transportation services, with an emphasis on access, mobility, diversification and modernization.

The NFCID partners with the three cities that fall within its boundaries – Alpharetta, Milton and Roswell – to design and implement projects that improve the community of North Fulton. The NFCID regularly solicits input from its members for new projects and any member can submit requests to the NFCID for consideration.

Since its inception, the NFCID has leveraged more than $22 million to advance more than $116 million worth of transportation and infrastructure improvements. The North Fulton CID is committed to further enhancing the community and improving the quality of life for the nearly 400 property owners along the Georgia Highway 400 corridor and North Fulton’s more than 270,000 employees.

Website

Sen. Brandon Beach, Executive Director, North Fulton Community Improvement District

Brandon Beach was named Executive Director of the North Fulton Community Improvement District (CID) in January 2018. Previously, he was President of the North Fulton CID and President & CEO of the Greater North Fulton Chamber of Commerce.

Under his leadership, the North Fulton CID has invested more than $20 million to help bring more than $100 million in new infrastructure for the District area. Beach was also elected to the State Senate in 2013. He represents District 21 which includes portions of Cherokee and Fulton counties. Senator Beach is the Chairman of the Transportation Committee. He is also a member of the Economic Development, Higher Education and Science and Technology committees. Senator Beach served as the Chairman of the Public Private Partnership Committee (P3 Committee). Under his leadership, the P3 Committee was able to acquire key local transportation projects approved for Cherokee and North Fulton. In 2001, Governor Sonny Perdue appointed Sen. Beach to the board of the Georgia Regional Transportation Authority (GRTA).

In 2008, he was selected to chair one of GRTA’s most important committees — The Land Development Committee. In this role, Sen. Beach is responsible for leading a review of every significant development brought before the 16-county area that GRTA serves. Sen. Beach was elected to the Board of the GDOT by state legislators from the 6th Congressional District in 2008.

Senator Beach is a member of numerous community boards including the Regional Business Coalition, Grady Hospital Board of Visitors, the Greater Metro Atlanta American Heart Association, the Georgia Association of Chamber of Commerce Executives, Encore Park, and the Historic Roswell Convention and Visitors Bureau. Senator Beach received an undergraduate degree from Louisiana State University and a Masters in Business Administration degree from Centenary College. He is also a graduate of the Regional Leadership Institute and a former member of the Alpharetta City Council and the Alpharetta Planning and Zoning Commission.

He and his wife, Shuntel, have two children and have lived in Alpharetta for the past 24 years.

Questions and Topics in this Interview:

The evolution of GNFCC
Projects from the NFCID
How NFCID is funded
What’s ahead
Public transportation in the metro area

A Short Comment on Proposals

August 29, 2022 by John Ray

North Fulton Studio

A Short Comment on Proposals

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A Short Comment on Proposals

In this episode of “The Price and Value Journey,” John Ray notes that well-crafted proposals are focused on what successful outcomes for the client look like, not the tasks necessary to achieve those results.

The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

John Ray: [00:00:00] Hello. I’m John Ray on The Price and Value Journey. In your proposals, how do you address what success looks like? Or do you even define success? If the answer involves all the tasks that you will complete as part of the engagement, then your proposal risk falling flat and positioning you as a commodity.

John Ray: [00:00:25] Success in a proposal needs to be client-focused, outcome-focused, not focused on you as the services provider. But you might say the client needs to know all the steps involved. Well, no. The typical client doesn’t want to know how the sausage is made. They may not even care whether the meal is sausage or fish. They just want the hunger pangs to go away.

John Ray: [00:00:55] The success metrics you detail in a proposal need to be both tangible and intangible. Those metrics flow from an in-depth value conversation, one in which you’ve allowed the client to dream aloud as to what their significantly improved life will look like as you perform your transformational work. Those tangibles should be as specific as you can get them. Instead of more sales, it should be sales will rise 50 to 90 percent.

John Ray: [00:01:29] Intangibles should be both business and personal. On the business side, for example, detail what happens because of that sales increase, such as greater cash flow, which allows a debt paydown or the ability to add much needed staff. On the personal side, the effect of those increased sales could mean less worry, more family time, or a happier spouse. If you define success in your engagement from the client’s point of view, then you’ll be clearly articulating the value you deliver and you’ll be able to price more effectively.

John Ray: [00:02:08] I’m John Ray on The Price and Value Journey. Past episodes of this series can be found at pricevaluejourney.com. And you’re welcome to send me a note, john@johnray.co. Thank you for joining me.

About The Price and Value Journey

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray is the host of The Price and Value Journey.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

What Is the Purpose of Your Money? – Anthony Chen, Host of Family Business Radio

August 29, 2022 by John Ray

Family Business Radio

What Is the Purpose of Your Money? - Anthony Chen, Host of Family Business Radio

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What Is the Purpose of Your Money – Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen reflected on the purpose of one’s investments and money. He pointed out that while financial security is a vital objective, it is also important to use money to create experiences with loved ones.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Julie Hullett, Julie Hullett Concierge

August 26, 2022 by John Ray

North Fulton Studio

Julie Hullett, Julie Hullett Concierge

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Julie Hullett, Julie Hullett Concierge (Organization Conversation, Episode 34)

Personal concierge Julie Hullett joined host Richard Grove on this edition of Organization Conversation. She and Richard talked about how she chose this career, what she does, her strangest requests, the team she works with, how she manages her time, and more. She shared about her passion for travel and hiking, her hobbies, and her podcast, Time Well Spent with Julie Hullett.

Organization Conversation is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Julie Hullett Concierge, LLC

Nashville’s favorite Personal Concierge, Julie Hullett, and her experienced team offer customized concierge and personal assistant services in Nashville and beyond. Stop running errands and get your free time back!

Their Luxury Concierge and Personal Assistant Services will take care of your travel planning, shopping, and entertainment needs, providing you with only the very best. Whether it’s planning the trip of a lifetime, booking spa appointments, or dinner reservations at the best restaurants in town, they make sure all their clients enjoy a VIP experience.

They also offer a wide range of Personal Shopping Services. Whether you need help selecting the perfect outfit for an upcoming event, or a unique gift for someone that you love, they make sure you get the very best. Simply tell them what you need, and they will select and personally deliver the items right to your door.

If you consistently find yourself short on time, you’re not alone. Most people feel there aren’t enough hours in the day to fit in errands, volunteer hours, kids, work, family, and culinary experiments. Julie Hullett Concierge Lifestyle Management Services will manage your to-do lists, so you have more free time to enjoy the things you love.

You can find Julie’s podcast, Time Well Spent with Julie Hullett, here and on all the major podcast apps.

Company website | LinkedIn | Instagram

Julie Hullett, Owner, Julie Hullett Concierge, LLC

Julie Hullett founded Julie Hullett Concierge, LLC so that she could use her personal strengths and panache to give clients the best of life – more free time.

Professionally, her career has allowed her to become an expert at managing and executing efficient operations while developing diverse business relationships. She has established a strong reputation and network in Nashville and attributes this level of excellence to her pride in her work, her integrity, and her genuine concern for those she serves.

Nashville is her home, and for years she has dreamed of starting a business that allows her to have fun utilizing her expertise and experience to provide peace of mind and decreased stress for her clients. When she worked in a corporate environment, she consistently found herself short on time. There weren’t enough hours in the day to fit in her runs, volunteer hours, and culinary experiments so she knew it was time for a change.

They have adopted the term “concierge service with panache” because they do just that. They use our professional skills and flair to decrease your workload so you can have time to enjoy life.

About Organization Conversation

Organization Conversation is hosted by Richard Grove and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

About Richard Grove

Richard Grove, Host, *Organization Conversation*

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

Outside of Richard’s work at Wall Control he enjoys helping other business owners, operators, and entrepreneurs along their own paths to success by offering personal business coaching and advising through his website ConsultantSmallBusiness.com. Richard has developed an expansive and unique skillset growing and scaling Wall Control through a multitude of challenges to the successful brand and company it is today. Richard is happy to share his knowledge and experience with others who are looking to do the same within their own businesses.

Connect with Richard:

Instagram | Twitter | LinkedIn | Richard’s Website

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

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, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

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Questions and Topics in this Interview:

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Jana Lisle Parham, CFP®, CIMA®, CPWA®, CEPA, Senior Vice President–Wealth Management, Lisle Parham Wealth Management – UBS Private Wealth

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Julie Hullett, Host of Time Well Spent with Julie Hullett

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Questions and Topics in this Interview:

A Short Comment on Proposals

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John Ray, Host of The Price and Value Journey

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