John Ray, Author at Business RadioX ® Page

Championing Synergetic Culture® with Adam Bieber

March 19, 2025 by John Ray

North Fulton Business Radio

Championing Synergetic Culture® with Adam Bieber

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Championing Synergetic Culture® with Adam Bieber (North Fulton Business Radio, Episode 855)

In this episode of North Fulton Business Radio, host John Ray interviews Adam Bieber, Director of Business Development at Logic Speak and Founder of The Synergetic Culture® Company. Adam shares insights on his dual roles in managed IT and cybersecurity, and his consulting firm focused on building effective sales processes and improving company cultures. He discusses the importance of building trust between founders and their sales teams, strategies for young professionals to maximize their influence and impact, and how he uses his podcast as a business development tool. Tune in to learn how businesses can move past growth plateaus and foster a positive and effective organizational culture.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and recorded inside Renasant Bank in Alpharetta.

Adam Bieber, The Synergetic Culture® Company

Adam Bieber is the founder & CEO of The Synergetic Culture® Company, a fractional sales leadership consulting firm. Their mission is to empower organizations to WIN.

Adam is the host of the Synergetic Culture® podcast that exists to help young professionals maximize their influence and impact! Adam also serves as the Director of Business Development at Logic Speak, a managed IT and cybersecurity company.

Most importantly, Adam is the husband to an amazing wife, Katie. And Dad to the most brilliant 6-year-old, Benji.

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:33 Guest Introduction: Adam Bieber
00:42 Sponsor Message: Renaissance Bank
01:32 Adam Bieber’s Background and Roles
03:16 Joining Logic Speak: A Perfect Fit
05:23 Community Involvement and Networking
08:18 The Synergetic Culture Company: Origin and Mission
10:28 Podcasting as a Business Development Tool
14:32 Sales Process and Founder-Led Sales
21:42 Young Professionals: Influence and Impact
27:25 Identifying Business Needs and Success Stories
32:35 Conclusion and Contact Information
33:51 Host’s Closing Remarks

About North Fulton Business Radio and host John Ray

With over 850 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of North Fulton Business Radio, and Owner, Ray Business Advisors — **John Ray, host of *North Fulton Business Radio*, and Owner, Ray Business Advisors**

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik

March 18, 2025 by John Ray

North Fulton Studio

The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik

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The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik (The Exit Exchange, Episode 22)

In this episode of The Exit Exchange, host John Ray dives into the business implications of artificial intelligence with Gerardo Kerik, a WSI consultant. Gerardo discusses the evolving landscape of AI and its significant impact on advisors and companies in the exit process. He highlights how AI tools have transitioned from requiring immense computing power and data sets to becoming accessible via natural language processing since the advent of large language models in 2017.

This shift, exemplified by the rapid adoption of OpenAI’s ChatGPT, has opened new opportunities for businesses to streamline processes, enhance decision-making, and boost efficiency. Gerardo also addresses common challenges in AI adoption, such as unrealistic expectations, inadequate data, and the necessity of training, while emphasizing the importance of implementing AI policies to protect client confidentiality.

The conversation further explores practical use cases like automated meeting transcription and document generation, underscoring how AI can drastically reduce time spent on routine tasks. Gerardo predicts that the future of AI includes even more advanced solutions like agentic AI, which can autonomously manage tasks and revolutionize business operations. For advisors looking to stay ahead, this episode provides crucial insights into leveraging AI effectively and ethically.

The free e-book Gerardo mentioned in the interview, Unlocking the Potential of ChatGPT & AI: A Guide to Embracing AI in Your Business and Life, can be downloaded here.

The host of The Exit Exchange is John Ray, and the show is produced by John Ray and North Fulton Business Radio, LLC, the North Fulton affiliate of Business RadioX®. John Ray is a Gold Sponsor of XPX Atlanta.

Gerardo Kerik

Gerardo Kerik is a renowned digital marketing strategist and AI consultant with over 20 years of experience working with global brands and mid-market companies. As the Principal Strategist at WSI, the world’s largest digital marketing network, Kerik specializes in leveraging AI-powered solutions to help businesses grow, improve efficiency, and increase revenue. He has developed AI tools that have boosted lead conversion rates by 40% and has played a key role in scaling eCommerce platforms, contributing to significant revenue increases.

Kerik’s expertise in AI integration is highlighted by his work in optimizing business operations, improving profitability, and driving efficiency. He serves as a Fractional CMO and strategic advisor, guiding companies through the evolving digital landscape toward long-term success. His work with private equity firms and their portfolio companies focuses on using AI and data-driven strategies to accelerate growth. Kerik’s podcast, “Embracing Change,” explores how AI is transforming industries, providing actionable insights and practical strategies for harnessing AI’s power.

In his current role, Kerik leads a team of digital marketing consultants in Atlanta, offering services that include strategy development, branding, marketing conversion rate optimization, automation, inbound marketing, SEO, PPC, eCommerce, and customer acquisition strategies. His agency has worked with clients across various industries, including finance, media, eCommerce, and education. Kerik’s commitment to AI and digital transformation is reflected in his work with clients, where he helps them leverage AI to drive revenue growth and improve operational efficiency.

Topics Discussed in this Episode

00:00 Introduction and Welcome to The Exit Exchange
01:59 Guest Introduction: Gerardo Kerik
02:12 Gerardo’s Background and AI Journey
03:39 Understanding AI: Myths and Realities
04:06 The Evolution of AI
08:12 AI Tools and Practical Applications
18:34 Confidentiality and Privacy Concerns
22:00 Challenges in AI Implementation
26:38 Future of AI and Adoption
32:59 Closing Remarks and Contact Information

The Exit Planning Exchange Atlanta

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles, and education to the heart of the middle market.

Their members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Their vision: to fundamentally change the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaboration-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community by following this link.

The host of The Exit Exchange is John Ray, and the show is produced by North Fulton Business Radio, LLC, the North Fulton affiliate of Business RadioX®, in Alpharetta. The show archive can be found by following this link.

John Ray and Business RadioX North Fulton are Gold Sponsors of XPX Atlanta.

Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral

March 18, 2025 by John Ray

North Fulton Business Radio

Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral

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Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral (North Fulton Business Radio, Episode 854)

In this episode of North Fulton Business Radio, host John Ray interviews Rachel Donnelly, founder of AfterLight and author of Late to Your Own Funeral: How to Leave a Legacy and Not a Log Jam. Rachel shares her personal journey that led her to establish AfterLight, a company dedicated to helping overwhelmed executors manage post-death logistics. She discusses the challenges of estate administration, the importance of strategic estate planning, and provides valuable insights and anecdotes from her work. Rachel’s new book aims to educate and guide people through the often-overlooked complexities of end-of-life planning with a touch of humor. Listeners will gain a more profound understanding of the necessity of preparing for the administrative side of death and the benefits of leaving a well-organized legacy.

Rachel Donnelly, Author

Rachel Donnelly is the author of Late To Your Own Funeral and founder and CEO of AfterLight. Her mission is simple: to help the living deal with dying.

She created AfterLight to help clients navigate the administrative maze of estate settlement and legacy planning after experiencing the overwhelming process herself, serving as executor for both her mother’s and uncle’s estates while working full-time and raising two children.

Prior to founding AfterLight, she worked in development for institutions including Emory University, Georgia Tech, and the Shepherd Center Foundation.

A graduate of Agnes Scott College, Donnelly lives in Decatur with her husband and two children.

Connect with Rachel and AfterLight: Rachel’s LinkedIn |Website | Instagram | Facebook

Late To Your Own Funeral, by Rachel Donnelly

The only aspect of life more certain than death? The bureaucratic nightmare that accompanies it. In Late To Your Own Funeral, Rachel Donnelly offers an effective and entertaining guide out of estate settlement purgatory.

“Rachel’s irreverent humor and no-nonsense guidance make legacy planning not just manageable but oddly enjoyable.” – Matt Paxton, author of Keep the Memories, Lose the Stuff and television host of Hoarders

Approximately 70% of Americans lack an estate plan, which leaves their loved ones grappling with a complex array of administrative challenges during their most difficult times. From planning funeral arrangements to the seemingly impossible task of canceling cable service, the logistics of loss often compound grief in unexpected ways.

After losing several family members in quick succession, Rachel realized that navigating grief is hard enough without the added burden of managing an estate. What mourners need most, she learned, isn’t another casserole, but a guide through death’s bureaucracy. Now, as an after-loss and legacy planning consultant, she serves as a “wedding coordinator—but for death,” helping others navigate the administrative maze of estate settlement.

Through a blend of practical insight and unflinching honesty, Rachel offers a roadmap for both the living and those thrust into the role of executor. Late To Your Own Funeral helps readers face the conversations everyone else avoids, giving loved ones an invaluable gift: the ability to mourn without drowning in paperwork.

Amazon

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:49 Meet Rachel Donnelly: Author and Entrepreneur
02:51 The Inspiration Behind Afterlight
04:31 Challenges of Being an Executor
06:58 The Importance of Estate Planning
20:36 Digital Age Complications
23:57 Humorous Insights and Personal Stories
28:03 Success Stories and Client Experiences
31:28 Conclusion and Contact Information

About North Fulton Business Radio and host John Ray

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Together in Business as a Married Couple, with Brenda and Geoff Smith, Assurance Financial

March 18, 2025 by John Ray

Family Business Radio

Together in Business as a Married Couple, with Brenda and Geoff Smith, Assurance Financial

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Together in Business as a Married Couple, with Brenda and Geoff Smith, Assurance Financial (Family Business Radio, Episode 62)

In this episode of Family Business Radio, host Anthony Chen interviews Geoff and Brenda Smith from Assurance Financial. The couple shares their journey of building and managing their family business while navigating personal and professional challenges. They discuss their beginnings in construction, the transition to the mortgage industry, and the importance of setting boundaries, clear communication, and defined roles to maintain a successful business and healthy marriage. Highlighting notable milestones, empowering stories, and practical advice for other family businesses, this episode sheds light on the dynamics of working together as spouses and balancing family life.

Anthony concludes the show with thoughts on finding harmony as a couple, in and out of the family business.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Geoff and Brenda Smith

Geoff and Brenda Smith are the husband-and-wife team behind the Assurance Financial branch in downtown Roswell, where they help individuals and families navigate the mortgage process with clarity and care.

Geoff began his career in business journalism before moving into construction and later mortgages, becoming a full-time loan officer in 2011 and opening his own branch in 2021. Brenda, with a background in advertising and education, ensures every loan runs smoothly behind the scenes, making their client experience seamless.

Committed to their community, Geoff serves on the boards of STAR House, the Alpharetta Business Association, and Wellstar North Fulton Regional Hospital while also coaching youth football. Brenda brings creativity and organization to both their business and home life.

Married since their college days at the University of Georgia, they’ve raised two sons: Samuel, a freshman at Auburn, and Charlie, a sophomore at Blessed Trinity. When they’re not helping clients secure their dream homes, you’ll find them enjoying an espresso at the office or unwinding at North End Tavern.

LinkedIn | Facebook

Assurance Financial

Assurance Financial is a mortgage lender and refinance company that has been serving homeowners since 2001. The company is known for its customer-centric approach, offering a wide range of loan options tailored to meet the individual needs of homebuyers. They provide various loan types, including VA, FHA, construction, non-qualified, modular home, jumbo, first-time home buyer, conventional, and USDA RD loans.

Assurance Financial emphasizes a seamless and efficient loan application process, utilizing the latest technology to simplify steps such as prequalification, full application, processing, and funding. They pride themselves on outstanding customer satisfaction, with an average rating of 4.98 out of 5 stars based on numerous reviews.

The company is recognized as a Fannie Mae/Freddie Mac seller/servicer-approved and Ginnie Mae issuer-approved lender. Assurance Financial operates across 28 states in the U.S., providing personalized support through their team of experienced loan officers. Their services are designed to assist clients at various stages of life, whether buying a first home, a vacation property, or an investment property.

Website | LinkedIn | Facebook | Instagram

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:51 Meet Geoff and Brenda Smith
01:21 Geoff’s Journey from Journalism to Construction
02:51 The Early Days of Construction
03:52 Building Their First Home Together
05:42 The Taco Stand Connection
09:31 Transitioning to the Mortgage Business
09:51 Navigating the 2008 Financial Crisis
11:32 Starting a Mortgage Branch
16:27 The Mortgage Process Demystified
23:29 Balancing Work and Family Life
27:18 Navigating Communication in Family Business
28:37 Top Tips for Couples Starting a Family Business
31:30 Balancing Family Life and Business
35:17 Memorable Projects and Milestones
41:38 Future Goals and Hiring Plans
46:56 Final Thoughts and Advice

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. 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 by following this link.

Finding Common Ground, with Dr. Ming Wang, Founding Director, Wang Vision Institute

March 13, 2025 by John Ray

Hello, Self . . .

Finding Common Ground, with Dr. Ming Wang, Founding Director, Wang Vision Institute

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Finding Common Ground, with Dr. Ming Wang, Founding Director, Wang Vision Institute (Hello, Self… Episode 64)

Patricia Leonard, host of the Hello, Self… podcast, welcomed Dr. Ming Wang, an esteemed laser eye surgeon and Harvard/MIT graduate. Dr. Wang shared his remarkable journey from a tumultuous childhood in China during the Cultural Revolution to becoming a pioneering eye surgeon in America. His work includes developing the amniotic membrane contact lens, which has restored sight to millions globally.

Their conversation covered themes of resilience, faith, and the pursuit of common ground in a divided world. Dr. Wang emphasized the importance of sharing knowledge, remembering one’s roots, progressing human knowledge, and helping those in need. He inspired listeners to find their purpose and work towards making the world a better place.

A video version of this conversation is available on Patricia’s YouTube Channel here.

Dr. Ming Wang, Founding Director, Wang Vision Institute

Dr. Ming Wang, Harvard & MIT (MD, magna cum laude), PhD (laser physics), is a world-class cataract and LASIK eye surgeon, philanthropist, and community activist. He is the founding director of Wang Vision Institute and a Clinical Professor for Meharry Medical College, both in Nashville, TN.

As an eye surgeon in Nashville, TN, Dr. Wang has performed over 55,000 procedures, including on over 4,000 doctors. He has published over 100 papers, including one in the world-renowned journal Nature, as well as 10 ophthalmic textbooks

The Wang Foundation for Sight Restoration, a 501c(3) non-profit charity founded by Dr. Wang, has helped patients from over 40 states in the U.S. and 55 countries worldwide, with all sight restoration surgeries performed free-of-charge.

As a co-founder of another 501c(3) non-profit organization, the Common Ground Network, Dr. Wang is dedicated to helping people find common ground and solutions to problems in order to achieve more success and happiness.

Dr. Wang has received numerous awards including the Honor Award of the American Academy of Ophthalmology, the Lifetime Achievement Award of the Association of Chinese American Physicians, an honorary doctorate degree from Trevecca Nazarene University, NPR’s Philanthropist of the Year Award, and Kiwanis Nashvillian of the Year Award for his lifetime dedication to helping blind orphan children from around the world.

Dr. Wang’s patients include music stars such as Dolly Parton, Charlie Daniels, Kenny Chesney, Naomi Judd, and “Dancing with the Stars” pro, Julianne Hough.

Dr. Wang is the founding president of the Tennessee Chinese Chamber of Commerce, and co-founder of the Tennessee Immigrant and Minority Business Group.

Website | LinkedIn

Wang Vision Institute

Wang Vision Institute is pleased to be at the forefront of innovative vision correction procedures, for those with a diverse range of eye concerns. Dr. Ming Wang, a Harvard & MIT graduate who holds a doctorate degree in laser physics, uses his unrivaled experience and skill to lead their team and provide patients with revolutionary surgeries and treatments to improve their quality of vision, as well as their quality of life.

They have performed over 55,000 laser vision procedures, including on over 4,000 doctors, and have helped patients from over 40 states in the U.S. and 55 countries worldwide.

Website

About Hello, Self…

Hello, Self… is a biweekly podcast focused on inspiring stories of turning dreams into reality. Join coach and author Patricia Leonard and her guests as they share life-changing Hello, Self… moments.

Hello, Self… is brought to you by Patricia Leonard & Associates and is based on the new book by Patricia Leonard, Hello, Self.., available here.

The show is produced by Arlia Hoffman in association with Business RadioX®. You can find this show on all the major podcast apps. The complete show archive is here.

Patricia Leonard, Host of Hello, Self…

Patricia Leonard is President of RUNWAY TO SUCCESS, a division of Patricia Leonard & Associates located in Nashville, TN. She is a MESSAGE ARTIST speaker, career & business coach, author and magazine columnist. Patricia consults with clients on leadership, empowerment, career management, entrepreneurship and the power of language. Her work is focused on helping clients find their runway to success!

She has a professional background in management, human resources, corporate training, business consulting and talent development. Patricia has worked with companies in the service, music, banking, manufacturing, publishing, warehousing, healthcare, academic, retail and financial industries, and has taught management classes as an adjunct professor.

Patricia has a degree in Human Resource Management, is certified as a Career Coach and Consulting Hypnotist and is MBTI qualified.

Her volunteer energies are focused on Women in Film and Television-Nashville, where she is a Board Vice President; Dress for Success as the Advisory Board President; and International Coaching Federation-Nashville where she held Board roles for several years.

Patricia is the author of Wearing High Heels in a Flip Flop World, BECOMING WOMAN…a journal of personal discovery, THE NOW, HOW & WOW of Success, Happenings, a full year calendar of inspirational messages and a spoken word album titled, I AM…

She enjoys songwriting, creating poetry and has written a one-woman show and artistic speech she performs titled Hello, Self…, about a woman in midlife reinventing herself, which led to her new book by the same name, available here.

On the personal side, Patricia, describes herself as a woman, lover of life, mother, grandmother, career professional and message artist; AND in that order! Her goal is to continue inspiring others, of any age, to START NOW creating and expanding their Runway to Success.

She believes that life is a gift, the way we wrap it is our choice.

Connect with Patricia:

Website| LinkedIn | Facebook | Twitter | Instagram

Monetizing Your Firm’s Hidden IP with AI, with Mike Blake, High Score Strategies

March 12, 2025 by John Ray

North Fulton Studio

Monetizing Your Firm’s Hidden IP with AI, with Mike Blake, High Score Strategies

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Monetizing Your Firm’s Hidden IP with AI, with Mike Blake, High Score Strategies (The Price and Value Journey, Episode 124)

In this episode of The Price and Value Journey, host John Ray welcomes back Mike Blake, CEO of High Score Strategies, to explore the untapped potential of intellectual property (IP) for professional services firms. The discussion centers on the significant value that firms often overlook in their accumulated data and institutional knowledge. Mike explains the importance of structured data and how firms can monetize it through consulting services, thought leadership, and even AI-driven insights. The conversation delves into practical steps for firms of all sizes to start leveraging their data, the potential impediments, and the broader implications for firm valuation and exit strategy. Whether an accounting firm, law firm, or any other professional practice, Mike offers actionable advice to transform data into a valuable, saleable asset.

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

Mike Blake, High Score Strategies

Mike is the CEO of High Score Strategies (HSS), a consultancy devoted to guiding clients to understand the value of their businesses and intangible assets for acquisition, investing, capital raising, disposition, and succession planning.

Investors and owners rely on Mike’s “information over validation” advisory approach, understanding that the questions he asks unearth hard but crucial answers that support their next transformative step or business stage.

Mike’s background spans 20+ years in valuation and 8 years in venture capital and investment banking. Before founding HSS, he served as Managing Partner with Brady Ware Arpeggio, Director of Valuation Services with Aprio (formerly Habif, Arogeti, & Wynne), and Managing Director with Adams Capital.

He is also a Special Lecturer at Georgia Tech, where he teaches graduate students about the valuation of emerging technologies and intellectual property, with a focus on Monte Carlo simulations and real options theory.

Mike founded and ran Startup Lounge, a nonprofit in Atlanta that helped connect hundreds of investors and startups over a decade. He currently serves on the board of the BVIUK (Business Valuation Institute UK).

He has coached six teams to victory in business plan competitions, leading to over $300,000 in cash prizes and nearly $2 million in services—including an entrepreneur who secured funding through ABC’s Shark Tank.

A highly engaging and deeply knowledgeable speaker, Mike has delivered 100+ presentations on a range of topics, including startup valuation, business appraisal, risk management, intellectual property, and emerging tech valuation.

He holds an MBA from Georgetown University and a BA from Franklin & Marshall.

Mike is multilingual, speaking fluently in English, Ukrainian, Russian, and French, and is conversant in Portuguese, German, and Spanish.

He currently lives with his family in Caldas Da Rainha, Portugal, about an hour outside of Lisbon.

Website | Mike’s LinkedIn | Firm LinkedIn | YouTube | Facebook

Topics Discussed in this Episode

00:00 Introduction and Recap
00:50 Reintroducing Mike Blake, High Score Strategies
02:40 The Value of Intellectual Property in Professional Services
04:09 Monetizing Data and Information in Professional Services
10:46 Leveraging AI for Data Analysis
14:33 Challenges and Opportunities in Data Utilization
27:09 The Cost of a Conservative Mindset in Accounting
28:41 The Overwhelming Task of Data and Information Management
29:18 Leveraging AI for Competitive Advantage
32:22 Challenges and Solutions for Small Firms
40:06 Creating Value Through Structured Data
48:39 Prioritizing Data Management in Your Firm
52:19 Conclusion and Contact Information
23:19 Guidance for Business Owners
28:40 Success Stories and Impact
30:49 Conclusion and Contact Information

About The Price and Value Journey

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

The show is hosted and produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®. The show can also 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, Author of The Generosity Mindset and Host of The Price and Value Journey — John Ray, Author of *The Generosity Mindset* and 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 business coaching and advisory work, as well as advising solopreneurs 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 expertise, such as attorneys, CPAs, accountants and bookkeepers, consultants, coaches, marketing professionals, and other professional services practitioners.

In his other business, John is a podcast show host, strategist, and the owner of North Fulton Business Radio, LLC, an affiliate of Business RadioX®. John and his team work with B2B professionals to create and conduct their podcast using The Generosity Mindset® Method: building and deepening relationships in a non-salesy way that translates into revenue for their business.

John is also the host of North Fulton Business Radio. With over 850 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in its region like no one else.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

John is the #1 national best-selling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to those clients. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset™, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

Whether you’re a consultant, coach, marketing or branding professional, business advisor, attorney, CPA, or work in virtually any other professional services discipline, your content and technical expertise are not proprietary. What’s unique, though, is your experience and how you synthesize and deliver your knowledge. What’s special is your demeanor or the way you deal with your best-fit clients. What’s invaluable is how you deliver great value by guiding people through massive changes in their personal lives and in their businesses that bring them to a place they never thought possible.

The combination of all these elements is quite different for you compared to any other service provider in your industry. Therein lies your value, but it’s not the value you see. It’s the value your best-fit customers see in you.

If pricing your value feels uncomfortable or unfamiliar to you, this book will teach you why putting a price on the value your clients perceive and identify serves both them and you, and you’ll learn the factors involved in getting your price right.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

One Essential Question for Your Advisor, with Anthony Chen, Host of Family Business Radio

March 10, 2025 by John Ray

Family Business Radio

One Essential Question for Your Advisor, with Anthony Chen, Host of Family Business Radio

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One Essential Question for Your Advisor, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen shares one essential question you need to ask of any advisor you’re considering working with.

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

Transcript

Now, as we are closing out the show, we have what’s called Anthony’s financial take. And taking some perspective and insights from our recent guest here, Bob, with the question of how to best find the right advisor, what’s the question to ask for me? My go-to question or recommendation is ask them what would need to happen at the five- and ten-year mark for you to be able to look back and say, this was a good decision for us to decide to work with you.

If they don’t ask a similar question, well, what does the endpoint look like? What does success look like? It is almost impossible for any advisor, doesn’t matter if it’s financial planning, CPA or whoever, to create any plans. It’s almost like going to an architect and saying, hey, design me a house.

expecting the architect to come with a blueprint and not even know what a square footage is or how many bedrooms or bathrooms there are. So if that’s the case and there’s, Oh yeah, I’m going to design a plan. And, and they even asked the most basic questions; second to what Bob said, you probably should run. That being said, thank you for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Navigating Career Transitions, with Kelly Johnson, Crystal Lake Marketing and Coaching

March 10, 2025 by John Ray

North Fulton Business Radio

Navigating Career Transitions, with Kelly Johnson, Crystal Lake Marketing and Coaching

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Navigating Career Transitions, with Kelly Johnson, Crystal Lake Marketing and Coaching (North Fulton Business Radio, Episode 853)

In this episode of North Fulton Business Radio, host John Ray talks with Kelly Johnson from Crystal Lake Marketing and Coaching. Kelly is a transition coach who helps individuals navigate career and business changes. She shares her own journey from an unfulfilled corporate employee to a successful business owner and coach. Kelly emphasizes the importance of understanding personal strengths through assessments, leveraging networks, and building a strong personal brand. She also discusses the process of transitioning to new careers or business ventures, providing actionable steps and success stories to illustrate her points. Kelly’s insights are invaluable for anyone feeling stuck or unfulfilled in their current role and seeking clarity on their next steps.

Kelly Johnson, Crystal Lake Marketing and Coaching

Kelly Johnson is a dedicated coach, speaker, and business leader who specializes in helping individuals and entrepreneurs discover their ideal career paths and achieve their professional and business goals.

As the founder of Crystal Lake Marketing and Coaching, Kelly blends her extensive experience in strategic healthcare marketing with her passion for personal and professional development. With over 25 years of experience in healthcare B2B growth marketing, Kelly has a proven track record of driving impactful results for organizations through innovative strategies and leadership.

Drawing from her professional journey and advanced coaching training, she has expanded her services to include career development and business coaching, empowering clients to navigate challenges, unlock their potential, and thrive in their chosen fields.

Kelly’s unique blend of marketing expertise and coaching insights allows her to provide a holistic approach to success, helping individuals and organizations align their goals, strategies, and purpose.

Topics Discussed in this Episode

00:00 Introduction to North Fulton Business Radio
00:24 Meet Kelly Johnson: Transition Coach
02:10 The Journey to Becoming a Transition Coach
03:19 Helping People in Transition
03:42 Career Arc and Self-Exploration
05:18 Understanding Strengths and Overcoming Fear
07:02 Real-Life Examples of Transition Coaching
13:38 Exercises for Career Clarity
17:33 Training for Career Transition
18:02 Building a Strong Personal Brand
20:36 Kelly’s Personal Transition Journey
23:19 Guidance for Business Owners
28:40 Success Stories and Impact
30:49 Conclusion and Contact Information

About North Fulton Business Radio and host John Ray

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter

March 7, 2025 by John Ray

North Fulton Business Radio

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter

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Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter (North Fulton Business Radio, Episode 852)

In this episode of North Fulton Business Radio, host John Ray interviews Jessie Broussard, Chief Marketing Officer, and Donna Beatty, Tax Partner at Frazier & Deeter. The discussion highlights the evolution of Frazier & Deeter from a traditional accounting firm to a multifaceted advisory firm. Topics covered include the firm’s commitment to client relationships, the integration of technology like AI, and the recent rebranding efforts focused on maintaining client trust while evolving with modern times. The conversation also touches upon the importance of internal culture and recruiting in maintaining the firm’s growth and success. Listen to learn how Frazier & Deeter continues to innovate and serve their clients’ diverse needs while fostering a dynamic and supportive workplace.

Jessie Broussard, Chief Marketing Officer, Frazier & Deeter

Jessie Broussard was named Frazier & Deeter’s first Chief Marketing Officer in 2024, marking a significant milestone for the firm’s strategic growth. With more than 15 years of corporate marketing and leadership experience, she specializes in B2B marketing, advertising and sales enablement, along with a background in talent and organizational development. Her expertise spans brand development, demand generation and client engagement across professional services, technology and telecommunications sectors.

Known for leading high-performing teams, Broussard has developed marketing strategies that fuel business growth and innovation. Her leadership plays a key role in advancing Frazier & Deeter’s market presence and strengthening client relationships. A graduate of the University of Mississippi with a Bachelor of Arts in History, she has been recognized for her expertise in strategic communications and sales marketing in the B2B sector.

Donna Beatty, Tax Partner, Frazier & Deeter

Donna Beatty, a Partner in Frazier & Deeter’s Tax Practice, brings extensive professional tax and accounting expertise to the firm. Her experience includes providing comprehensive tax planning, review, advisory, and compliance services to closely held businesses, high-net-worth individuals, and professional services groups. She has significant expertise consulting with small businesses on financial software and has worked with clients across various industries, including real estate, construction, manufacturing and distribution, retail, professional services, technology, entertainment, and family-owned businesses.

Donna specializes in assisting law firms and real estate investment groups with complex tax matters. Her broad industry knowledge enables her to offer valuable insights in an evolving market. She has successfully represented clients before the Internal Revenue Service in Washington, D.C., showcasing her ability to navigate challenging tax scenarios.

A hallmark of Donna’s career is her commitment to building strong professional relationships with her clients. She thrives on understanding and meeting their needs and expectations. Before 1994, Donna served as a Principal at Frazier & Deeter before transitioning to a partner role at a small local accounting firm. She rejoined Frazier & Deeter in January 2010 to better serve her clients.

In addition to her professional accomplishments, Donna is actively involved in civic and professional organizations. She is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA), and the Atlanta Tax Forum, where she serves as a Board Member and Past President. She is also a Board Vice President for the Better Business Bureau Serving Metro Atlanta, Athens & Northeast Georgia, and a Board Member and Past Chair of the C5 Georgia Youth Foundation. Furthermore, Donna serves as a director on the board of the Community Foundation for Northeast Georgia (CFNEG), contributing to initiatives that strengthen communities through leadership and charitable giving while supporting nonprofits and fostering meaningful connections between donors and causes.

Frazier & Deeter

Frazier & Deeter, founded in 1981 by Jim Frazier and David Deeter, is a prominent accounting and advisory firm that has grown from its Atlanta roots to become one of the largest and fastest-growing firms in the United States. The founders, dissatisfied with the rigid and impersonal approach of their Big Eight firms, set out to create a company that prioritized client relationships and hired curious professionals eager to understand their clients on a deeper level.

Over the past four decades, Frazier & Deeter has attracted talent from the world’s largest accounting firms, the Public Company Accounting Oversight Board (PCAOB), and prestigious colleges. Today, it stands as a Top 50 firm with a presence in three countries, maintaining its commitment to client-centric service.

The firm’s success is attributed to its brand promise of “Investing in Relationships to Make a Difference™,” which has earned it numerous accolades. These include recognition as a Best of the Best Accounting firm, Best Firm for Women, Fastest Growing, and Best Firm to Work For.

Frazier & Deeter offers a comprehensive range of services, including tax, audit, risk advisory, digital, and business transformation solutions. Its client base spans from Fortune Global 500 companies to small businesses worldwide. The firm is registered with the Public Company Accounting Oversight Board and the American Institute of Certified Public Accountants, underscoring its commitment to maintaining high professional standards.

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Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:33 Meet Jessie Broussard and Donna Beatty
01:52 Frazier & Deeter: Beyond Traditional Accounting
07:16 The Role of Technology and AI
11:50 Brand Refresh and Employer Branding
24:22 Client Success Stories and Firm Growth
29:11 Closing Remarks and Contact Information

About North Fulton Business Radio and host John Ray

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.