John Ray, Author at Business RadioX ® Page

Trends in Dental Insurance Benefits, with Josh Roland, Centro Benefits Research

November 6, 2024 by John Ray

Dental Business Radio

Trends in Dental Insurance Benefits, with Josh Roland, Centro Benefits Research

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Trends in Dental Insurance Benefits, with Josh Roland, Centro Benefits Research (Dental Business Radio, Episode 53)

In this episode of Dental Business Radio, host Patrick O’Rourke introduces guest Josh Roland, a market leader for Centro Benefits Research. The discussion focuses on dental insurance, including employer-provided plans, PPO analysis, negotiations, and strategic guidance. They delve into the importance of ancillary benefits like dental, vision, life, and disability insurance for recruitment and retention, touching on trends, employer decisions, and the impact of AI on the insurance and dental provider industries. A humorous yet insightful conversation that interweaves professional advice with engaging anecdotes.

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

Centro Benefits Research

Centro is a wholesale employee benefits firm representing many of the top consulting firms in the United States.

With over 11,000 groups and managed premium exceeding $1.6 Billion, Centro delivers unparalleled value to the industry stakeholders and the clients they serve.

Because of the volume of business, depth of data, and research analytics provided by Centro, carrier partners are better able to assess risk and make business decisions on behalf of the clients that utilize Centro’s platform.

Leveraging Centro can mean a significant difference for brokers in creating differentiation and competitive advantage in a rapidly changing and increasingly consolidated industry.

Company website | LinkedIn

Josh Roland, Ancillary Consultant Market Leader, Centro Benefits Research

Josh Roland is Ancillary Consultant Market Leader for Centro Benefits Research.

Josh has over 20 years of experience in the insurance industry. He was previously a partner and ancillary benefits practice leader of a regional insurance brokerage, in addition to having a wealth of expertise and experience in sales and account management.

Josh received a bachelor’s degree in business administration and finance from the University of Georgia. He is licensed to sell all group life and health in Alabama, Florida, Georgia, North Carolina, South Carolina, and Tennessee.

Topics Discussed in this Episode

00:00 Introduction
02:17 Guest Introduction: Josh Roland
03:41 Understanding Employer-Sponsored Benefits
04:37 Importance of Dental and Vision Insurance
05:32 Health Savings Accounts (HSAs) Explained
11:14 Critical Illness and Disability Insurance
13:10 Employer’s Role in Benefit Decisions
19:39 Designing Dental Plans
24:21 Navigating One-One Season
25:31 Understanding Insurance Profitability
25:47 Post-COVID Utilization Trends
27:08 Future of Dental Plan Designs
35:36 The Role of AI in Dental Insurance
42:01 Medicare and Employer Group Benefits
47:17 Conclusion and Contact Information

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

Practice Quotient is the sponsor of Dental Business Radio. 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 | X (Twitter)

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

November 4, 2024 by John Ray

Family Business Radio

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

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Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen discusses the meaning behind the dollars.

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

Anthony Chen: So to close out for a little section called the Anthony’s Financial Take, as you’re all listening in to our three amazing guests of leaning into family and relationships. Starting out early and leaning into what gives your hands blisters, whether that’s a hobby or whatever it is that you’re willing to pour your life and soul into, I don’t think, at least on the financial side of things, I can really top any of that other than as you’re going through your own financial plan and journey. Keep those three things in mind because, at the end of the day, something I might sound like a preacher for some of my clients that know me already is that you can’t take it with you. You just can’t.

You’ve got to make sure that there is meaning behind those dollars. And at the end of the day, if you can spend every penny, but you have an amazing memory and experience that you can get to share with your friends and family, it’s hard to top that. That should be the number one goal.

And that being said, for listening in to Family Business Radio.

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.

Building a Business Through Acquisitions, with Joe Noonan, Inside EDGE Consulting

October 30, 2024 by John Ray

Insights from a Serial Acquirer, with Joe Noonan, Inside EDGE Consulting, on The Exit Exchange podcast with host John Ray

North Fulton Studio

Building a Business Through Acquisitions, with Joe Noonan, Inside EDGE Consulting

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Building a Business Through Acquisitions, with Joe Noonan, Inside EDGE Consulting (The Exit Exchange, Episode 19)

In this episode of The Exit Exchange, Joe Noonan joins host John Ray to offer a reprise of the story he shared during a recent XPX Atlanta lunch session on building a business through serial acquisitions. They discuss Joe’s evolution from co-owning a printing company to becoming a successful Proforma franchise owner. Key points include strategies for effective business acquisitions, the impact of choosing the right partners, and leveraging business resources like brokers and wealth advisors. Joe also emphasizes the importance of maintaining strong customer relationships and the role of expert coaching in avoiding common business pitfalls. Highlights include personalized acquisition tactics, strategic pricing, and the collaborative support available through XPX Atlanta.

The host of The Exit Exchange is John Ray, and the show is produced by John Ray and the North Fulton affiliate of Business RadioX®. John Ray and Business RadioX-North Fulton are Gold Sponsors of XPX Atlanta.

Joe Noonan, Inside EDGE Consulting

Joe Noonan is the Head Coach at Inside EDGE Consulting, where he specializes in empowering CEOs, sales leaders, and entrepreneurs to refine their go-to-market strategies and address challenges in sales and leadership. With a mission to “cure sales and leadership pain,” Joe leverages his expertise as a certified professional speaker and sales coach to provide impactful training and guidance. His approach focuses on building strong team cultures and fostering determination among team members, which he effectively communicates through engaging content on platforms like LinkedIn.

With extensive experience in sales and leadership coaching, Joe has developed tailored programs that address common pain points within organizations, ensuring they achieve sustainable growth. His commitment to continuous learning is reflected in his professional credentials, and he actively contributes to community initiatives as a board member for various organizations.

Joe’s dedication to enhancing organizational effectiveness makes him a valuable asset for businesses seeking to elevate their leadership capabilities and sales strategies.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to The Exit Exchange
00:30 Meet Joe Noonan: Business Acquirer and Seller
01:52 Inside EDGE Coaching: Empowering Leaders
03:04 The Journey of Unlimited Printing
03:32 Lessons from Business Partnerships
06:21 Transition to Proforma Franchise
09:14 Acquisition Strategies and Sales Tactics
15:51 Marketing to Solopreneurs
16:55 Deal Structure Insights
20:34 The Role of Business Brokers
21:53 Identifying Red Flags
23:01 Financials and Due Diligence
24:47 The Value of Acquisitions
27:33 The Importance of Advisors
29:15 Final Thoughts 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 collaborative-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 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.

Becoming a More Thoughtful Leader, with Randy Hain, Author and Executive Coach

October 30, 2024 by John Ray

North Fulton Business Radio

Becoming a More Thoughtful Leader, with Randy Hain, Author and Executive Coach

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Becoming a More Thoughtful Leader, with Randy Hain, Author and Executive Coach (North Fulton Business Radio, Episode 812)

In this episode of North Fulton Business Radio, host John Ray welcomes Randy Hain to discuss his latest book, Becoming a More Thoughtful Leader. The conversation covers several key themes of the book, including being a considerate and attentive leader. Randy shares practical insights on improving leadership skills, such as the importance of workspace environment, maintaining connections, and the art of walking for reflection. They also discuss Randy’s philosophy of leading with generosity and actionable advice for busy professionals. This episode is packed with strategies for meaningful personal and professional growth.

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

Randy Hain, Author of Becoming a More Thoughtful Leader

Randy Hain is the founder and president of Serviam Partners (ServiamPartners.com) and the co-founder of the Leadership Foundry (MyLeadershipFoundry.com).

With a successful 30+ year career in senior leadership roles, corporate talent and executive search, Randy is a sought-after executive coach for senior leaders at some of the best-known companies in the U.S. and globally who are seeking candid and expert guidance on how to overcome obstacles to their success or develop new leadership skills.

Randy is a husband, father, and active community leader and serves on the boards of the causes he cares about most. Randy has earned a reputation as a creative business partner and generous thought leader through his books, articles and speaking engagements.

Randy is the award-winning author of 11 books, including the newly released Becoming a More Thoughtful Leader, and a past guest of our show.

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:34 Meet Randy Hain: Author and Executive Coach
02:38 Exploring the Concept of Thoughtfulness
03:52 Practical Tips for Thoughtful Leadership
07:55 The Importance of Workspace
11:33 Addressing Workplace Disconnectedness
13:40 The Power of Simple Gestures
16:20 The Art of Walking and Reflection
20:58 Generosity in Leadership
26:50 Conclusion and Contact Information

Renasant Bank supports North Fulton Business Radio

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. 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.

About North Fulton Business Radio and host John Ray

With over 800 shows and having featured over 1,200 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 welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their 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 leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors — **John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors**

John Ray is the host of North Fulton Business Radio. The show is recorded 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, and many others.

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

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.

Behind the Magic of The Elf on the Shelf, with Christa Pitts, The Lumistella Company

October 29, 2024 by John Ray

Executive Perspective

Behind the Magic of The Elf on the Shelf, with Christa Pitts, The Lumistella Company

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Behind the Magic of The Elf on the Shelf, with Christa Pitts, The Lumistella Company (Executive Perspective, Episode 16)

In this episode of Executive Perspective, host Danny Vander Maten interviews Christa Pitts, co-founder and CEO of The Lumistella Company, the brand behind the beloved The Elf on the Shelf, Elf Pets, and Elf Mates. Christa recounts her journey from childhood experiences with the elf tradition to her early career in sales and as a QVC program host. The conversation delves into the company’s family roots, the rigorous challenges faced, and the unwavering belief in their product that transformed a family tradition into a global phenomenon. Key insights cover the importance of hiring for growth, fostering a strong company culture, the role of family support, and thoughtful leadership. The episode also highlights the cultural impact of The Elf on the Shelf, crucial moments that propelled its popularity, and its global expansion. Further discussion includes Christa’s Madam Founder podcast, which features inspiring stories of female business leaders.

Executive Perspective is sponsored and presented by Cresa Atlanta. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Christa Pitts, Co-CEO and Founder, The Lumistella Company

Imagine being applauded for “revolutionizing the essence of Christmas.” That is precisely what American businesswoman and entrepreneur Christa Pitts is celebrated for.

Christa serves as the co-CEO and founder of The Lumistella Company, a dynamic enterprise behind the enchanting brand, The Elf on the Shelf®. Under her strategic leadership, more than 25 million The Elf on the Shelf brand Scout Elves, Elf Pets, and Elf Mates have been adopted in 24 countries across five continents, solidifying a massive global reach.

Considered a scion in branding, Christa’s journey began as a QVC Program Host, amassing 2,000 hours of live, unscripted television experience. During this time, she honed her expertise in understanding the mechanics of sales, the intricacies of advertising, and the significance of brand authenticity.

This wealth of knowledge proved invaluable when she joined forces with her mother and twin sister to share their cherished family Christmas tradition with the world. Highly regarded for her business acumen, Christa is a sought-after keynote speaker and tv media personality. She is frequently requested to share her perspective on diverse subjects, from being a woman in business to supply chain-related issues on mediums including MSNBC and CBS.

Over the years, she was featured hundreds of times on prominent platforms and stages, including The Today Show, Forbes, and The Wall Street Journal. Recognizing the power of her work, Entrepreneur Magazine has named The Lumistella Company “A Christmastime IP Giant.”

A symbol of empowerment for women in business, Christa’s voice resonates with many. Most recently, she was named the 2023 Southeast Ernst and Young Entrepreneur Of The Year®. Christa embodies the spirit of breaking barriers and redefining what it means to lead with passion, resilience, and unwavering dedication.

Christa is the host of Madame Founder, a podcast series devoted to successful women entrepreneurs and the stories they tell on business, leadership, and empowerment.

Website | LinkedIn | Madame Founder podcast

The Lumistella Company

The Lumistella Company is a dynamic, fast-paced organization where the magic of Christmas thrives all year long. Headquartered in Atlanta, Georgia, it is a family-owned global intellectual property company. Founded in 2005 with the launch of The Elf on the Shelf® Christmas phenomenon, the company rebranded as The Lumistella Company in 2020 to reflect its growth into a global corporation focused on consumer products, brand experiences, and entertainment-based content.

The Lumistella Company’s core consumer brands include The Elf on the Shelf®, Elf Pets®, and Elf Mates®, along with a variety of related brand extensions that bring the characters from Santa’s North Pole to life. Through brand experiences like pop-up shops, photo opportunities, virtual gaming, and destination activities, the company creates magical, immersive connections to Santa’s universe.

The Lumistella Company fosters strategic partnerships with best-in-class studios, publishers, music firms, product companies, agencies, and live entertainment production companies. Its subsidiary, Scout Elf Productions, LLC, is dedicated to the art of storytelling through animation. The company’s mission is to inspire the magic of belief and a love of tradition at Christmastime by creating characters, stories, and lore that bring Santa’s North Pole to life for children worldwide.

With a strong culture built around creativity, fun, learning, and respect, The Lumistella Company continues to build on timeless traditions and enhance family Christmas celebrations. At its core are the values of Family Focus, Integrity, Respect, and Excellence (F.I.R.E.), which create an exceptional work environment. The company is always seeking talented individuals who thrive in a fun, innovative, and fast-paced environment to join Santa’s team and help deliver new expressions of Christmas traditions.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to Executive Perspective
00:58 Meet Christa Pitts: CEO of The Lumistella Company
03:12 The Elf on the Shelf Tradition
05:25 Christa’s Career Journey
11:57 Founding the Elf on the Shelf Business
19:36 Challenges and Successes
24:32 Recognizing the Need to Delegate
25:08 Hiring for Cultural Fit
25:24 The Importance of Culture
29:43 Challenges and Growth Phases
34:37 Global Expansion and Traditions
40:26 The Madam Founder Podcast
43:19 Conclusion and Contact Information

About Executive Perspective

Executive Perspective features executives and business leaders from a wide variety of sectors. Host Danny Vander Maten and his guests cover industry trends, insights, challenges, success strategies and lessons learned. Executive Perspective is underwritten and presented by Cresa. The show series is produced by John Ray and the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. A complete show archive can be found here.

Executive Perspective

Danny joined Cresa in the Spring of 2016 and brought a diverse background with nearly 10 years of experience in finance, business operations, and strategy to his client’s real estate transactions.

At Cresa, Danny’s primary responsibilities include strategic planning, lease analysis, negotiations, and cost mitigation. As a registered Certified Public Accountant with an active license in the state of Georgia, Danny provides unique financial insight into every critical aspect of the transaction.

Cresa is the world’s most trusted occupier-centric commercial real estate firm. They strategize for the best possible results for occupiers everywhere. Cresa thinks beyond space. Partner without conflict. And apply their integrated expertise to make your business better.

Connect with Danny: LinkedIn | Twitter

Connect with Cresa: Website | LinkedIn | Facebook | Instagram | X (Twitter)

Eight Types of Love and Relationship Dynamics: Understanding the Law of Attraction, Part Seven

October 23, 2024 by John Ray

Hello, Self . . .

Eight Types of Love and Relationship Dynamics: Understanding the Law of Attraction, Part Seven

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Eight Types of Love and Relationship Dynamics: Understanding the Law of Attraction, Part Seven (Hello, Self… Episode 52)

Host Patricia Leonard explored the multifaceted nature of love and relationship through the lens of Robert Sternberg’s Triangular Theory in her series on the Law of Attraction.

Here in part seven, she broke down the three fundamental components of love—passion, intimacy, and commitment—and explained how their interactions create seven distinct types of love, such as infatuation, empty love, romantic love, companionate love, and consummate love.

Patricia explored how different love experiences, like Eros and fatuous love, manifest and evolve over time.

She wrapped up with valuable tips on rekindling passion and maintaining balanced relationships, along with a teaser about the next episode on age and attraction.

Hello, Self… is presented by Patricia Leonard & Associates and produced by Arlia Hoffman in association with the North Fulton studio of Business RadioX®.

Find the video version of this podcast on YouTube here.

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

North Fulton Mayors: City of Alpharetta Mayor Jim Gilvin and City of Milton Mayor Peyton Jamison

October 23, 2024 by John Ray

North Fulton Studio

North Fulton Mayors: City of Alpharetta Mayor Jim Gilvin and City of Milton Mayor Peyton Jamison

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North Fulton Mayors: City of Alpharetta Mayor Jim Gilvin and City of Milton Mayor Peyton Jamison (GNFCC 400 Insider, Episode 100)

In this episode of the GNFCC 400 Insider, hosted by GNFCC CEO Kali Boatright, special guests Mayor Jim Gilvin of Alpharetta and Mayor Peyton Jamison of Milton provide an in-depth discussion on local politics, city planning, and regional collaboration. They share their personal motivations for entering politics, highlights from their cities’ growth, and key revitalization projects such as Alpharetta’s downtown transformation and Milton’s Highway 9 redesign. Emphasizing a collaborative spirit, the mayors discuss joint initiatives like the development of a joint court building and public safety efforts. They also delve into strategic insights gained from leadership visits, the importance of balanced growth, and improving city connectivity through projects like new flex lanes.

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce and produced by John Ray and the North Fulton affiliate of Business RadioX®.

Mayor Jim Gilvin, City of Alpharetta

Jim Gilvin has been serving as the Mayor of Alpharetta, Georgia, since May 2018, following a tenure on the City Council from 2012 to 2018. A resident of Alpharetta since the late 1990s, he lives in the Windward subdivision with his wife, Mary Anne, and their two children. Gilvin holds a Bachelor’s Degree in Finance from Georgia Southern University and is a licensed residential real estate agent as well as a small business owner in the technology sector. His leadership focuses on enhancing local infrastructure, promoting economic development, and maintaining a supportive environment for businesses, especially in the technology and fintech industries.

Under Gilvin’s administration, Alpharetta has seen significant growth and development, including the revitalization of the North Point Mall area and the establishment of a vibrant downtown district. He emphasizes the importance of creating walkable communities and improving transportation infrastructure to accommodate the city’s expanding population, which has grown from 3,000 residents in 1980 to over 68,000 today. His initiatives aim to foster a robust technology ecosystem while preserving the city’s “hometown” feel and enhancing quality of life for its residents.

City of Alpharetta Website | Awesome Alpharetta

Mayor Peyton Jamison, City of Milton

As a native of North Fulton, Peyton Jamison’s love for Milton runs deep, as he has been actively involved in community and citizen-related activities in the city for many years. Jamison’s “community first” approach has led him to serve in roles as Planning Commission Chairman (2013-2017) and Chairman of the Comprehensive Plan Advisory Committee (2016). One other notable achievement was Jamison’s role as the President of the Crabapple Community Association (2012-17), a community group made up of residents, businesses, and area schools dedicated to improving, protecting, and enhancing the overall quality of life in the Crabapple District. He took this love for community a step further when he was elected to the Milton City Council in 2017. Jamison was sworn in to represent District 1, Post 1 on January 8, 2018, and served as the Mayor Pro Tempore since January 7, 2019, through the end of 2021.

In November 2021, Jamison was elected as Milton’s second-ever mayor. He assumed office several weeks later.

Jamison and his wife, Megan, and their three children live on beautiful acreage along Birmingham Highway. In addition to his service with the City and the community, Jamison is actively involved in youth sports with his children. His extensive financial background has led to the operation of his company, Jamison Private Wealth Management, a successful small business located in Crabapple that has served our area since 1988. He and his family are members of Birmingham United Methodist Church.

Jamison graduated with a Bachelor of Science in Finance from Auburn University.

City of Milton Website

Topics Discussed in this Episode

00:00 Introduction to GNFCC 400 Insider
00:31 Meet the Mayors: Jim Gilvin and Peyton Jamison
01:12 Mayor Gilvin’s Journey to Leadership
02:58 Mayor Jamison’s Path to Office
04:37 Alpharetta’s Unique Culture and Business Environment
06:59 Milton’s Development and Community Planning
08:23 Regional Collaboration and Shared Success
09:47 Public Safety and Community Services
15:22 Achievements in Parks and Recreation
16:12 Revitalizing Downtown Alpharetta
18:29 Insights from Indiana’s Municipalities
22:20 Future Visions for Milton and Alpharetta
26:53 Must-Visit Spots in Milton and Alpharetta
28:58 Closing Remarks and Contact Information

About GNFCC and The GNFCC 400 Insider

**Kali Boatright, President and CEO of GNFCC**

The GNFCC 400 Insider is sponsored by the Greater North Fulton Chamber of Commerce (GNFCC), and the host of the show is Kali Boatright, President and CEO of GNFCC.

The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1,400 business enterprises, civic organizations, educational institutions, and individuals. Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell, and Sandy Springs. GNFCC is the leading voice on economic development, business growth, and quality of life issues in North Fulton County.

As a five-star accredited chamber, GNFCC’s vision is to be the premier organization driving member and community success across the region, and they are dedicated to pursuing this vision based on the guiding principles of advocacy, inclusivity, and operational excellence.

GNFCC promotes the interests of their members by assuming a leadership role in making North Fulton an excellent place to work, live, play, and stay. They provide one voice for all local businesses to influence decision-makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on other GNFCC events, follow this link.

Taylor English: A Unique Legal Model for Client Success, with Marc Taylor and Michele Stumpe

October 23, 2024 by John Ray

North Fulton Business Radio

Taylor English: A Unique Legal Model for Client Success, with Marc Taylor and Michele Stumpe

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Taylor English: A Unique Legal Model for Client Success, with Marc Taylor and Michele Stumpe (North Fulton Business Radio, Episode 811)

In this episode of North Fulton Business Radio, host John Ray welcomes Marc Taylor and Michele Stumpe, partners at Taylor English, as they discuss the rapid growth and client-focused approach of their law firm. Taylor English started with just four lawyers in the mid-2000s and has expanded to around 140 attorneys across multiple states. The conversation highlights the firm’s unique value-driven philosophy, real-time compensation system, and emphasis on personal care for their professionals, flexibility, and entrepreneurial spirit. Marc and Michele explain how these elements attract top legal talent and cater to small and midsized businesses while maintaining strong client relationships. Michele shares her transition from big law and highlights the firm’s community involvement, including support for charities like The Giving Kitchen. The discussion also covers the firm’s commitment to core values amidst growth, fostering a collaborative culture among staff, and staying purpose-driven to provide unique client value.

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

Taylor English Duma LLP

Taylor English Duma LLP is a full-service law firm headquartered in Atlanta, GA. Built from the ground up to provide highest-quality legal services for optimal value, the firm combines the best aspects of a traditional law firm with seasoned attorneys managing their practices throughout the United States.

Together, their attorneys work each day to provide timely, creative, and cost-effective counsel to help clients solve problems and achieve goals. Taylor English represents all types of clients, from Fortune 500 companies to start ups to individuals.

The firm is the Georgia law firm member of GGI Global Alliance AG, the leading worldwide alliance of accounting and law firms.

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Marc Taylor, Partner, Taylor English Duma LLP

Innovative corporate leadership and its positive impact on his clients’ success is Marc Taylor’s passion. Mr. Taylor believes in seizing opportunities for his clients, representing many industry sectors with both astute conscientiousness and considered pragmatism. From organizational policy reviews to multimillion-dollar transactions through to exit strategies, Mr. Taylor has provided corporate counsel to businesses and their executives with an eye on their future.

Along with his colleagues, Mr. Taylor has helped drive the growth of Taylor English from four lawyers to approximately 180 lawyers today, making the firm the fastest-growing law firm in Georgia and one of the fastest-growing firms in the country. In his law practice, he represents management in corporate leadership, litigation and risk mitigation and labor and employment relationships.

When corporate matters lead to litigation, Mr. Taylor has proudly advocated for clients in hundreds of matters. He is comfortable leading the defense of his clients due to his experience as trial counsel in federal and state courts throughout the country.

In representations involving employees, Mr. Taylor handles matters for employers ranging from individual and class action discrimination lawsuits to state law defamation and tort claims. Mr. Taylor has successfully represented employers in federal and state courts, as well as administrative proceedings before the Equal Employment Opportunity Commission (EEOC), National Labor Relations Board (NLRB), Occupational Safety and Health Administration (OSHA), U.S. Department of Labor (DOL) and various state agencies in more than 30 states.

Before forming Taylor English Duma LLP, Mr. Taylor practiced law at an Atlanta-based, full service law firm, serving as a partner from 1997-2005 and as in-house employment counsel at Medaphis Corp. (now McKesson Corp.), a company with more than 10,000 employees, from 1995-1997. While serving as in-house employment counsel, he was responsible for investigating and handling all employment-related disputes. In this role, he developed and implemented nationwide employment law training programs and an alternative dispute resolution program that succeeded in reducing Medaphis’ employment-related lawsuits by 75 percent in a two-year period.

Mr. Taylor has been a frequent speaker at seminars that focus on topics involving a full range of law firm and legal department management, corporate strategy and employment relationship issues.

He is married and has three children.

Firm Website | LinkedIn

Michele Stumpe, Partner, Taylor English Duma LLP

Michele Stumpe is a seasoned litigator with both plaintiff and defense experience who is a trusted adviser to clients in the hospitality and retail industries. Ms. Stumpe is a certified mediator both in Georgia and East Africa. At Taylor English, she focuses her practice on hospitality and dram shop litigation, alcohol licensing and consulting, premises liability and dispute resolution. Known as one of the top attorneys in the Southeast for alcohol licensing and permits, Ms. Stumpe provides clients with a full range of services, including licensing, training, policy implementation, risk management, and legal representation.

In addition to her hospitality practice, Ms. Stumpe represents individuals and corporations in general litigation matters. She is a strategic partner who helps evaluate clients’ policies, procedures and implementation to minimize litigation risks. Ms. Stumpe is also passionate about early case assessment and resolution. She provides consulting services for various trade associations, including the Georgia Restaurant Association (GRA), Georgia Food Industry Association (GFIA) and the Georgia Association of Convenience Stores (GACS). In 2002, she developed “The Responsible Alcohol Sales & Service” (RASS) workshops to educate hospitality owners on the legal responsibilities of serving alcohol to consumers. The program was so well received that many Georgia jurisdictions now require attendance as a prerequisite to obtaining an alcohol license.

Business groups frequently ask Ms. Stumpe to speak on early case resolution, negotiation, conflict resolution and alcohol sales compliance issues. She has been a featured speaker at trade associations, legal education and law enforcement seminars, and consumer radio programs. Her exemplary work has been recognized through a host of awards, including the Georgia Restaurant Association Chairman’s Award, Atlanta Magazine’s Women Making a Mark and a special Conservation Award presented by Jane Goodall.

Ms. Stumpe enjoys volunteer work, scuba diving, gardening and golf when not practicing law. She is a co-founder of The Giving Kitchen, an Atlanta non-profit organization that provides crisis medical funds to employees in the hospitality industry. Ms. Stumpe also travels to Africa annually to work with underprivileged children and endangered wildlife through another non-profit that she co-founded, Children of Conservation. The organization provides scholarships to over 400 schoolchildren in Africa.

Firm Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:46 Meet the Guests: Marc Taylor and Michele Stumpe
02:02 The Story of Taylor English
03:34 Growth and Client Service Philosophy
05:33 Michele’s Journey and Entrepreneurial Spirit
09:12 The Unique Model of Taylor English
15:26 Client Relationships and Firm Culture
16:51 Adapting to New Challenges
18:42 Client Relationships and Problem Solving
19:36 Handling Client Pain Points
21:23 Challenges of Rapid Growth
23:26 Expanding in Other Metro Regions
27:31 Maintaining the Original Vision
32:44 Contact Information and Closing Remarks

Renasant Bank supports North Fulton Business Radio

About North Fulton Business Radio and host John Ray

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

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

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

October 17, 2024 by John Ray

Family Business Radio

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

00:00 /

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law (Family Business Radio, Episode 58)

This episode of Family Business Radio with host Anthony Chen features a series of insightful discussions with three distinguished guests, Lisa Sretenovic from Visionating, Mike Kintz of Wingman Payments, and Shawn Choi from Chastain Injury Law. Lisa talks about navigating a virtual business pre- and post-pandemic, setting work-life boundaries, and offering business coaching and consulting services. Mike explains how Wingman Payments provides streamlined payment solutions with specialized services tailored to various business needs. Additionally, Shawn shares his journey from a defense attorney to a personal injury advocate, emphasizing his unique approach to legal cases. The episode also includes reflections from Anthony Chen on building meaningful client relationships and integrating collaborative lessons into financial planning.

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®.

Lisa Sretenovic, Visionating LLC

Lisa Sretenovic, CPA, has been empowering entrepreneurs to create a thriving business while focusing on their families for more than 30 years.

As The Velocity Detective, Lisa passionately brings financial literacy to both Wall Street and Main Street. She is a speaker, author, coach, & volunteer with organizations such as SCORE, Texas Accountants & Lawyers for the Arts, and TXCPA. Along with being a leader in the nationally recognized mastermind group Coach Connections, LLC.

When businesses become more in line with their values and vision, they accelerate their impact and discover their missing velocity, resulting in a positive influence in their greater community.

Lisa lives in Austin, TX, with her husband, Milan (The Vibration Chef & music producer).

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Mike Kintz, Wingman Payments

Mike Kintz is the President of Wingman Payments.

Wingman Payments is a trusted provider of merchant services and payment solutions for businesses nationwide, delivering cutting-edge technology and exceptional support to help businesses streamline their payment processes. Wingman Payments offers a wide range of services, including credit card payment processing, fully integrated point-of-sale (POS) systems, and compliance management with PCI-DSS standards.

The company is committed to transparency, providing straightforward pricing without hidden fees, and a concierge-level of service that ensures businesses receive personalized support at every stage of their growth. Wingman Payments specializes in helping businesses reduce their payment processing expenses through innovative solutions like cash discount programs and dual pricing, which are designed to enhance operational efficiency and boost revenues.

As a merchant services broker for top brands like Dejavoo, Lavu, FRI, and National Retail Solutions, to name a few, Wingman Payments equips businesses with the technology they need to thrive in today’s competitive market. Whether working with retail, restaurants, or service-based businesses, Wingman Payments stands out for its dedication to building long-term partnerships, offering tailored solutions, and ensuring that its clients stay ahead of the evolving payment landscape.

Wingman Payments is the go-to partner for businesses looking to enhance their customer experience, optimize operations, and maintain compliance with the most recent industry standards because of its mission to simplify payment processing and offer exceptional service.

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Shawn Choi, Founder and Managing Attorney, Chastain Injury Law

Shawn Choi, Chastain Injury Law, on Family Business Radio with host Anthony Chen — **Shawn Choi, Chastain Injury Law**

Shawn Choi is the founder of the Atlanta, Georgia-based Chastain Injury Law, which specializes in personal injury law. The firm specializes in representing clients who have suffered injuries due to negligence, focusing on areas such as car accidents, truck accidents, motorcycle accidents, and premises liability. Committed to a client-centered approach, Chastain Injury Law offers free consultations and operates on a contingency fee basis, ensuring that clients receive quality legal representation without upfront costs.

With extensive experience in personal injury law, Shawn and his team are dedicated to securing fair compensation for their clients. They leverage their knowledge of Georgia’s legal landscape to effectively negotiate with insurance companies and litigate cases when necessary. The firm emphasizes personalized attention, tailoring strategies to meet the unique needs of each client, and strives to empower individuals navigating the complexities of the legal system following an injury.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:40 Meet Lisa Sretenovic: The Velocity Detective
02:12 Visionating During COVID: Challenges and Adaptations
04:23 The Untethered Entrepreneur: Balancing Work and Travel
10:59 Group Coaching and Consulting Services
16:43 Introducing Mike Kintz and Wingman Payments
20:10 Understanding Merchant Services and PCI Compliance
25:37 Understanding Client Concerns
25:45 Dedicated Relationship Managers
27:04 Innovative Payment Technologies
28:35 Point of Sale and Scheduling Solutions
30:08 Loyalty Programs for Small Businesses
31:24 Client Success Stories
33:28 Introducing Shawn Choi
33:41 The Journey into Injury Law
34:54 Challenges and Nuances in Injury Cases
48:00 Advice for Aspiring Entrepreneurs

Anthony Chen, Host of Family Business Radio

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Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law (Family Business Radio, Episode 58)

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Anthony Chen, Host of Family Business Radio

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