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Building An Expertise Business Through Community and Content, with Jessica Lackey, Jessica Lackey Consulting

October 16, 2024 by John Ray

Building An Expertise Business Through Community and Content, with Jessica Lackey, on The Price and Value Journey podcast with host John Ray
North Fulton Studio
Building An Expertise Business Through Community and Content, with Jessica Lackey, Jessica Lackey Consulting
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Building An Expertise Business Through Community and Content, with Jessica Lackey, on The Price and Value Journey podcast with host John Ray

Building An Expertise Business Through Community and Content, with Jessica Lackey, Jessica Lackey Consulting (The Price and Value Journey, Episode 117)

In this episode of The Price and Value Journey, host John Ray welcomes Jessica Lackey, founder and CEO of Jessica Lackey Consulting, to discuss building an expertise business through generosity of content and building authentic community. She delves into creating relatable marketing content from real-life experiences and client interactions, emphasizing the significance of “writing to learn” and why creating authentic relationships and community is vital in business development. The discussion highlights the shift from the “era of followers” to the “for you era” in online content consumption, focusing on the need for genuine connections and impactful content. Practical advice on implementing systems for business success and fostering non-transactional community relationships is provided, showcasing how generosity and quality service can drive organic growth and referrals. Jessica also elaborates on her educational offerings, pricing philosophy, and the vital role of storytelling in creating meaningful engagement.

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

Jessica Lackey, Jessica Lackey Consulting

Jessica Lackey, on The Price and Value Journey with host John Ray
Jessica Lackey

Jessica Lackey is a strategy and operations advisor who blends business strategy, practical application, and a human-centric approach to create sustainable businesses. With a background in corporate leadership, McKinsey & Company consulting, and a Harvard Business degree, Jessica knows a thing or two about hustle culture and what it feels like to judge success by the bottom line…at all costs.

Now, she combines her deep experience in consulting, Fortune 500 operations leadership, and coaching to help businesses grow without sacrificing the well-being of their clients, team, and community.

To connect with Jessica, take her free Radical and Rooted Business Lifecycle Assessment, and learn about her services, including next steps, visit this link.

LinkedIn | Instagram | X (Twitter)

Topics Discussed in this Episode

00:00 Welcome to The Price and Value Journey
01:03 Jessica Lackey’s Professional Journey
01:58 Principles and Strategies for Small Businesses
02:40 The Content Continuum: Long Form vs Short Form
05:06 The Power of Writing to Learn
06:19 Engaging Clients and Building Authority
09:53 Story-Driven Newsletters and Client Insights
14:43 Newsletter Strategy and Client Implementation
17:52 Introduction to Community Building
18:45 The Power of Peer Support
19:17 Creating Meaningful Connections
20:06 Challenges and Solutions in Community Building
21:27 Monetizing Community Without Losing Trust
22:00 The Importance of Generosity in Business
26:24 Navigating the ‘For You’ Era
29:05 Jessica’s Community and Resources
31:44 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 we offer, helping clients achieve the outcomes they desire, and trying to do all that at pricing that reflects the value we deliver.

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

The show is hosted and produced by John Ray and the North Fulton studio 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 Show Host and Producer and owns the North Fulton (Georgia) studio of Business RadioX®. John and his team work with B2B professionals to create and conduct their own 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 780 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 its region like no one else.

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

The Generosity Mindset, by John RayJohn 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

Tagged With: community, community building, content, content creation, email newsletter, Jessica Lackey, Jessica Lackey Consulting, John Ray, Price and Value Journey, The Price and Value Journey

The Effect of North Fulton’s Housing Crisis on Education, with Dr. Gonzalo La Cava, Fulton County Schools, and Dr. Steven Palmer, The Cottage School

October 15, 2024 by John Ray

The Effect of North Fulton's Housing Crisis on Education, with Dr. Steven Palmer, The Cottage School and Dr. Gustavo La Cava, Fulton County Schools, on the North Fulton Voices podcast
North Fulton Studio
The Effect of North Fulton's Housing Crisis on Education, with Dr. Gonzalo La Cava, Fulton County Schools, and Dr. Steven Palmer, The Cottage School
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The Effect of North Fulton's Housing Crisis on Education, with Dr. Steven Palmer, The Cottage School and Dr. Gonzalo La Cava, Fulton County Schools, on the North Fulton Voices podcast

The Effect of North Fulton’s Housing Crisis on Education, with Dr. Gonzalo La Cava, Fulton County Schools, and Dr. Steven Palmer, The Cottage School (North Fulton Voices, Episode 5)

In this episode of North Fulton Voices, Jack Murphy and Kathy Swahn from the North Fulton Improvement Network welcome education leaders Dr. Steven Palmer from The Cottage School and Dr. Gonzalo La Cava from the Fulton County School System. The conversation focuses on housing affordability challenges in North Fulton and their effects on education. They explore the rise in homelessness among students, difficulties in recruiting and retaining teachers, and innovative housing solutions. The discussion includes strategies such as the “Level Up Fulton” initiative, public-private partnerships, and unique housing solutions successfully utilized elsewhere. Insights on the impacts of demographic changes, enrollment trends, and community engagement are provided, emphasizing the importance of comprehensive planning and involvement from various community members and policymakers to support affordable middle income housing and retain quality educators.

North Fulton Voices is presented by the North Fulton Improvement Network. The show series is proudly sponsored by John Ray Co. and the North Fulton affiliate of Business RadioX®.

Dr. Gonzalo La Cava, Fulton County School System

Dr. Gonzalo La Cava, Fulton County School System
Dr. Gonzalo La Cava, Fulton County School System

Dr. Gonzalo La Cava is a seasoned education professional currently serving as the Chief Human Resources Officer (CHRO) for Fulton County Schools in the Atlanta area, a position he has held since 2022. With over 27 years of experience in education, Gonzalo has built a career focused on driving transformational change in challenging school systems. His professional journey includes roles such as Chief of Human Resources at the School District of Palm Beach County, Florida, and Area Superintendent for Fulton County Schools’ Central Learning Community. He began his career as a special education teacher.

Known for his ability to tackle challenging situations and implement lasting positive changes, Gonzalo describes himself as a “second order change” leader. He is capable of identifying root causes of systemic issues and creating wide-reaching solutions. His approach is characterized by embracing chaos and complexity, data-driven decision making, a focus on employee recognition and appreciation, and creating holistic career pathways for educators. Gonzalo holds an Ed.D. and is an alumnus of the University of Central Florida.

Gonzalo’s personal experiences as an immigrant from Uruguay inform his leadership style. Having arrived in the United States as a young boy, his early experiences as an English as a Second Language student in Miami-Dade County schools have driven his commitment to creating inclusive educational environments. Bilingual in English and Spanish, Gonzalo considers his language skills an asset in his work. Throughout his career, he has demonstrated a passion for extending opportunities for excellent education to all students, particularly those from underserved communities.

LinkedIn

Dr. Steven Palmer, The Cottage School

Dr. Steven Palmer, The Cottage School
Dr. Steven Palmer, The Cottage School

Dr. Steven Palmer is the Head of School for The Cottage School in Roswell, GA.

Steve’s professional experience includes serving at every level: teacher, principal, Executive Director and Superintendent. Prior to joining The Cottage School, Steve was Superintendent in Michigan. Steve led major efforts resulting in increased student achievement and significant improvements in teaching, learning and school status. His central work focused on enhancing the educational culture with “Best Practices” and ensuring that all high school graduates were prepared for college and careers.

Under his leadership, Steve’s high school received national recognition from U.S. News and World Report as one of “America’s Best High Schools.” Steve previously served as CEO and founder of a state-of-the-art aviation high school for the Dick DeVos Foundation. He has also served as Principal of three special education K–8 schools with 600 students with learning differences.

In addition, Steve has been a national presenter on various special education topics and educational “Best Practices”. A member of numerous national, state, and local boards, Steve has participated with national agencies and associations to reform special education.

Steve’s academic background includes a Doctorate in Education, a Master of Science in Educational Leadership, a Master of Science in Counseling, a Bachelor of Science in Education, a minor in Business, and Certifications from various states in Special Education and Educational Leadership.

Some of his accolades include: Dr. Landis Special Education Administrator of the Year, S.T.A.R. Administrator of the Year, Tandy Scholars Outstanding Teacher, Teacher of the Year, South Lake High School, 1 of 3 finalists for the Lake County Teacher of the Year, Educator of the Year Finalist Branch County Michigan, Disney’s Teacher of the Year Finalist, South Lake High School Teacher of the Year, Radio Shack Outstanding Teacher, Clermont Chamber of Commerce Teacher of the Year, presented Key to the city of Orlando Florida, and North Fulton Chamber Non-for-Profit Leader of the Year.

LinkedIn

Topics Discussed in this Episode

00:00 Introduction to North Fulton Voices
00:48 Discussing the Housing Crisis
02:46 Expert Insights on Education and Housing
04:54 Challenges in Teacher Retention
08:17 Innovative Solutions for Teacher Retention
13:26 Exploring Housing Solutions for Teachers
16:17 Supporting First Responders with Housing Supplements
17:48 Analyzing Employee Living Patterns
18:25 Teacher Retention and Compensation
19:40 Strategic Planning for School Expansion
21:36 Addressing Declining Enrollment
25:54 Engaging Teachers in Housing Solutions
30:04 Community Involvement in Housing Plans
31:28 Conclusion and Call to Action

North Fulton Improvement Network

The North Fulton Improvement Network (NFIN) is a think tank made up of community leaders from a variety of sectors, focused on missing middle housing and the livability challenges confronting North Fulton. We come from the six cities making up the northern half of Fulton County, Georgia — Alpharetta, Johns Creek, Milton, Mountain Park, Roswell, and Sandy Springs — and are working to address the widespread yet little-known financial vulnerability across the region. With stakeholders from sectors including business, nonprofit, faith, government, and citizens, we center our work on five areas of impact, seek to educate the public about these issues, build a network of individuals and organizations with innovative private and public solutions, and connect resources to those in need.

The leadership team of NFIN is Jack Murphy, Nancy Diamond, and Kathy Swahn.

Website | LinkedIn | Facebook | Instagram | Twitter | YouTube

Jack Murphy

Jack Murphy
Jack Murphy

Jack Murphy is a volunteer with The Society of St. Vincent de Paul and is Chair of the North Fulton Improvement Network. He is also in his 21st year of working for the Metro Atlanta Chamber of Commerce.

Prior to the Chamber, Jack worked for and with Fortune 500 companies in operations, human resources, training, and quality areas. Jack was a senior adjunct professor for Quality & Operations Management at Keller Graduate School for 14 years.

He has served on both the National and Georgia Boards of The Society of St. Vincent de Paul, responsible for Diversity, Advocacy, & Systemic Change. Jack is currently the national SVDP chair of Systemic Change and Advocacy.

Jack received a BA in psychology from Belmont Abbey College and a M.Ed. from UNC-Greensboro.  Jack and his wife, Nancy, a retired elementary school principal, have two grown daughters and two grandchildren. They live in Alpharetta, Georgia.

LinkedIn

Kathy Swahn

Kathy Swahn, President Emeritus, The Drake House
Kathy Swahn

Kathy has resided in the North Fulton area for almost 45 years. She has watched the community evolve from what was “unincorporated Fulton County” to a six-city bustling suburban community. Her history has been characterized by a focus on children: she was a stay-at-home mother who raised two daughters, she spent years in leadership roles in school PTAs and Girl Scouts, the National Charity League, the North Fulton Council of PTAs, and she served as chair of the Superintendent’s Advisory Council.

Kathy transitioned back to work by jumping into the non-profit world. She joined the team at North Fulton Community Charities, running their Holiday Program, becoming Development Director and successfully managing the $3 million capital campaign for their Elkins Road location. Along the way, she also served on the DFACS Board and chaired the board of the Fulton County Continuum of Care for four years.

After having the opportunity to join in the Greater North Fulton Chamber of Commerce Leadership Program, Kathy was surrounded with a dynamic group of folks who worked to create The Drake House. Since 2004, she served as board chair for the first four years, executive director for nine years, and is now retired. Over those years, The Drake House served over 500 single mothers with over 1,000 children and grew the assets of the organization to over $4 million.

Kathy continues to serve The Drake House on the Advocacy Committee, along with her work for NFIN.

She spends much of her time traveling to the Washington, D.C., area, where her children and grandchildren reside.

LinkedIn

About North Fulton Voices

While North Fulton County is one of the most desirable places to live in the United States, the region faces a growing crisis: a severe shortage of housing options for middle-income employees, particularly essential workers such as first responders and teachers. North Fulton Voices, presented by the North Fulton Improvement Network, is the go-to source for in-depth analysis and discussion of missing middle housing and the livability challenges confronting North Fulton. Listen as we understand the implications of this problem, explore innovative solutions, and examine why providing these housing options is vital for North Fulton’s future. The show is sponsored and offered as a service to the community by John Ray Co. and the North Fulton affiliate of Business RadioX®.

Sponsor for North Fulton Voices: John Ray and Business RadioX – North Fulton

The North Fulton Voices show series is proudly sponsored by John Ray Co. and the North Fulton affiliate of Business RadioX®.

John Ray
John Ray

John Ray is a podcast show host and producer and owns the North Fulton (Georgia) affiliate of Business RadioX®. John and his team work with B2B professionals to create and conduct their own podcast using The Generosity Mindset™ Method:  building and deepening relationships in a non-salesy way that translates into revenue for their business.

John also operates his own business advisory practice, Ray Business Advisors. John’s services include advising solopreneur 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 author of the #1 nationally best-selling book, The Generosity Mindset:  A Journey to Business Success by Raising Your Confidence, Value, and Prices.

John is the host of North Fulton Business Radio and The Price and Value Journey. North Fulton Business Radio, the longest-running podcast in the North Fulton region of Georgia, features a wide range of business and community leaders. The Price and Value Journey is devoted to solo and small firm professional services providers and covers issues such as pricing, value, and business development.

Website | LinkedIn

Tagged With: Affordable housing, Dr. Gonzalo La Cava, Dr. Steven Palmer, education, Fulton County School System, Fulton County Schools, housing in North Fulton, Jack Murphy, John Ray, Kathy Swahn, North Fulton Improvement Network, workforce housing

Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach

October 14, 2024 by John Ray

Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach, on ProfitSense with Bill McDermott
North Fulton Studio
Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach
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Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach, on ProfitSense with Bill McDermott

Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach (ProfitSense with Bill McDermott, Episode 63)

This episode of ProfitSense, hosted by Bill McDermott, explores crucial elements for business success, featuring insights from Katie Taylor of K.B. Taylor Marketing, Bruce Burkholder from Robins, Eskew, Smith & Jordan CPAs, and Peter Faser with The Profitability Coach. The session delves into marketing strategies for small to medium-sized businesses, emphasizing the importance of comprehensive plans and brand understanding. It also discusses challenges in accounting, including the shortage of accountants, and the significance of a strong CPA relationship. Additionally, key areas for sustainable profitability and preparations for a business sale are outlined, targeting business owners’ financial acumen enhancement. This episode offers a multifaceted perspective on overcoming current business challenges and optimizing future growth.

Bill McDermott concludes the show by explaining the difference between a profitability coach and a part-time CFO.

ProfitSense with Bill McDermott is sponsored and presented by Bill McDermott, The Profitability Coach, and the show is produced by John Ray and the North Fulton affiliate of Business RadioX® in Alpharetta.

Katie Taylor, K.B. Taylor Marketing

Katie Taylor, K.B. Taylor Marketing, on ProfitSense with host Bill McDermott
Katie Taylor, K.B. Taylor Marketing

Katie provides strategic marketing communications and brand consulting for small to mid-sized service-based businesses and nonprofits, particularly those that do not have the need or budget for a full-time marketing director.

With more than three decades of marketing and communications experience, she helps businesses develop and implement marketing strategies that achieve results.

Katie offers a range of solutions that include marketing planning; branding and messaging; logo and visual identity development; website development and online marketing; sales material development; social media; email marketing; content development; advertising; and public relations.

Website | LinkedIn

Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs

Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, on ProfitSense with host Bill McDermottt
Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs

Bruce Burkholder is an audit and client services manager and works in the McDonough and Duluth offices of Robins, Eskew, Smith & Jordan.

Prior to joining Robins, Eskew, Smith & Jordan in 2019, Bruce worked with a big four firm and a large Atlanta firm. His expertise includes audits, reviews, business consulting and financial statement services. He leads the 401(k) audit practice, works closely with nonprofits to provide audits and financial statement preparation, and services for-profit clients in industries that include manufacturing, distribution and construction.

Robins, Eskew, Smith & Jordan is a full-service accounting firm that strives to be a single-source provider of accounting, audit, tax and business advisory services for our clients. They accomplish this goal by first getting to know each client’s unique situation and financial objectives, and then devising sound strategies that you can rely on.

Website | Company LinkedIn | Bruce’s LinkedIn

Peter Faser, The Profitability Coach

Peter Faser, The Profitability Coach, on ProfitSense with host Bill McDermott
Peter Faser, The Profitability Coach

Peter Faser has over 25-years of commercial, corporate and investment banking experience.  His passion has always been helping his clients get to a better place financially, whether they are a small business or a publicly traded company.  He began his career with Trust Company Bank in Atlanta, managing a portfolio of middle-market clients and guiding them in appropriate balance sheet management and income statement efficiencies.

Peter then pivoted to specializing in the banking of other financial institutions, and for the next 17 years, Peter assisted his clients with debt and equity capital solutions to promote growth, along with providing startup capital solutions for de novo institutions.  Additionally, Peter and his team ran due diligence on potential acquisition targets in the banking space and assisted in getting his clients ready to sell.

For seven years, Peter worked with Truist Securities, where he originated a new line of business designed to help corporate and investment banking clients recognize human capital efficiencies by increasing productivity, engagement and retention levels.  Through this experience of working with over 500 clients across the country, Peter recognized that the level of advisory services offered to smaller clients was not as prevalent as it once was, and he found that most clients were so focused on running their businesses day to day that they were missing the sensitivity analysis required to move their business forward.  He has now joined forces with his former teammate, Bill McDermott, to help fill this educational gap.  He is excited to be working with The Profitability Coach and getting back to the fundamentals of helping small businesses discover the right path to profitability.

LinkedIn

Topics Discussed in this Episode

00:00 Introduction to ProfitSense with Bill McDermott
01:03 Meet the Guests: Katie Taylor, Bruce Burkholder, and Peter Faser
01:27 Katie Taylor on Marketing Strategies for Small Businesses
04:53 Common Marketing Mistakes and Solutions
10:38 The Importance of Branding for Small Businesses
12:37 Online Marketing Essentials
16:27 Final Thoughts and Recommendations for Small Business Owners
19:34 Introducing Bruce Burkholder: Accounting Insights
24:27 Building Strong Client Relationships
24:57 Evaluating CPA Services
25:26 Importance of Proactive Solutions
25:51 Team-Based Approach in CPA Firms
26:32 Challenges in Accounting: Staffing Shortages
27:46 Addressing Client Needs Amid Staffing Issues
29:35 Strategies for Future Success
31:53 The People Business: Building Relationships
34:31 Introducing Peter Faser: The Profitability Coach
35:09 Peter Faser’s Journey and Expertise
38:27 Key Areas for Sustainable Profitability
41:37 Preparing to Sell Your Business
46:41 Bill McDermott’s Commentary on Differences Between a Profitability Coach and a Part-Time CFO
48:24 Conclusion and Contact Information

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

Follow this link to find the show archive.

The show is presented by The Profitability Coach. The Profitability Coach helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business.

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

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

Connect with Bill on LinkedIn and Instagram and follow The Profitability Coach on LinkedIn.

Tagged With: Accounting, Bill McDermott, Branding, Bruce Burkholder, Katherine Bows Taylor, Katie Taylor, marketing, Peter Faser, profitability, ProfitSense with Bill McDermott, RESJ CPAs, Robins Eskew Smith & Jordan CPA's, staffing, The Profitability Coach

Financial Planner vs. Business Exit Planner: What’s the Difference?, with Bill McDermott, Host of ProfitSense

October 14, 2024 by John Ray

Financial Planner vs. Business Exit Planner: What's the Difference?, with Bill McDermott, Host of ProfitSense
North Fulton Studio
Financial Planner vs. Business Exit Planner: What's the Difference?, with Bill McDermott, Host of ProfitSense
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Financial Planner vs. Business Exit Planner: What's the Difference?, with Bill McDermott, Host of ProfitSense

Financial Planner vs. Business Exit Planner: What’s the Difference?, with Bill McDermott, Host of ProfitSense

In a commentary from a recent episode of ProfitSense, Bill McDermott, The Profitability Coach, offers an insightful comparison between a financial planner and a business exit planner, emphasizing the significance of both for entrepreneurs.

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

ProfitSense with Bill McDermott is produced by John Ray and the North Fulton affiliate of Business RadioX® in Alpharetta.

Transcript

Financial planner versus business exit planner: what’s the difference? And why you need both? I want to talk a little bit about this. Imagine you’re the proud owner of a thriving business. You’ve spent years building it up from scratch, late nights, early mornings, and more coffee than any human should consume.

Now as you’re starting to think about the next chapter, you realize there’s more to this story than just putting your feet up on a tropical beach. Enter the financial planner and the business exit planner, two professionals who play very different roles in your entrepreneurial saga.

Your financial planner is like Dr. Watson, a Sherlock Holmes sidekick. Steady, reliable, and keeping everything in order while you solve the mysteries of your business. But when it’s time for a big complex sale like selling your business, you bring in the business exit planner. The Sherlock Holmes of the operation to crack the case and get you the best deal.

Here’s some positives and drawbacks for each. The financial planner, they see the big picture in all aspects of your financial life, not just the business. They help with your personal goals, everything from retirement to that dream vacation, and they’re with you for the long haul, adjusting your plan as life changes.

However, while they’re great with personal finance, they may not be as sharp on the business side. They have a wide range of knowledge and skills, but they may lack depth in complex areas like business exits. The Business Exit Planner. They know the ins and outs of selling a business, can maximize its value.

They have focused expertise, meaning they’re laser focused on your exit strategy and help keep you from leaving money on the table. They help you craft a plan tailored specifically to your business timing and goals. On the flip side, they have a more narrow scope, meaning they’re all about the business exit and less about your overall financial health.

Lastly, timing is key. A business exit planner is useful when you’re ready to exit, but not much help before that. It’s all about knowing when to call in the right expert. Your financial planner is essential for keeping your financial house in order throughout your business journey, but when it’s time to sell, the business exit planner ensures you leave on top.

In our story, using both advisors meant the business owner didn’t just retire to that tropical beach.

They bought it.

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

Follow this link to find the show archive.

The show is presented by The Profitability Coach. The Profitability Coach helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business.

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

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

Connect with Bill on LinkedIn and Instagram and follow The Profitability Coach on LinkedIn.

Tagged With: Bill McDermott, business exit planner, Business Exit Planning, exit planning, financial planner, ProfitSense, ProfitSense with Bill McDermott, The Profitability Coach

A Journey of Resilience and Leadership, with Maggie DeCan, Author of Humbled on Purpose

October 11, 2024 by John Ray

A Journey of Resilience and Leadership, with Maggie DeCan, Author of Humbled on Purpose, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
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A Journey of Resilience and Leadership, with Maggie DeCan, Author of Humbled on Purpose, on North Fulton Business Radio with host John Ray

A Journey of Resilience and Leadership, with Maggie DeCan, Author of Humbled on Purpose (North Fulton Business Radio, Episode 810)

In this episode of North Fulton Business Radio, host John Ray interviews Maggie DeCan, author of Humbled on Purpose: Discovering Strength Through Vulnerability, Humor, and Grace. The episode examines Maggie’s personal journey from a traumatic childhood—one that included her mother’s death by suicide and the resulting family difficulties that trauma caused—to becoming a successful leader in the corporate and nonprofit sectors. Maggie shares how her past shaped her as a manager and motivated her to foster empathetic leadership. The conversation highlights her career transition to nonprofit work at the Children’s Development Academy and her journey to writing a book sharing leadership lessons and personal growth. Maggie discusses the importance of resilience and finding strength through vulnerability and faith. The episode emphasizes the book’s mission to inspire others to overcome victimhood and choose a path of resilience and purpose.

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.

Maggie DeCan

Maggie DeCan, Author of Humbled on Purpose
Maggie DeCan, Author of Humbled on Purpose

As of Saturday, 10/5/24, Maggie DeCan stepped aside as the CEO & Executive Director of the Children’s Development Academy (CDA) in Roswell, GA, where she served for nearly 8 years. The CDA provides high-quality early education to children from low-income households. She drove strategic priorities focused on increased enrollment, sustainable giving and quality outcomes.

Maggie is the author of the just published book from Ripples Media, Humbled on Purpose: Discovering Strength Through Vulnerability, Humor and Grace, about her life’s journey, including from the c-suite to running a small nonprofit. She is also an ICF-trained executive coach, mentoring and coaching other nonprofit leaders, and she also serves as a speaker and consultant.

Prior to taking the helm at the CDA, Maggie was with HoneyBaked Ham for 14 years and ran day-to-day operations for their national system as president and COO, leading a team responsible for $500MM annually of system sales in 500 corporate and franchise operating units as well as e-commerce. Before HoneyBaked, Maggie served in human resources and operations for well-known retailers Circuit City, Belk and Macy’s.

A Journey of Resilience and Leadership, with Maggie DeCan, Author of Humbled on PurposeMaggie graduated with a bachelor’s degree in political science and communications from current CFP national champions, the University of Michigan Wolverines. She is still actively involved as a national volunteer with her women’s fraternity, Chi Omega, where she serves on the Chi Omega Foundation steering committee and as an ambassador for and mentor in the Pearl Program connecting alumnae and college students. Maggie is also actively involved in her parish, St. David’s Episcopal Church of Roswell. She also serves as a volunteer ALTA Coordinator for the Sunday Business Women’s League and proudly serves as the president of the Atlanta chapter of the University of Michigan Alumni group.

Maggie’s leadership experience extends to the community, where she is a respected leader and educational advocate, receiving awards from the State of Georgia PTA for visionary leadership, the Turknett Leadership Character Award, the National Diversity Council as a “Most Powerful and Influential Woman” in Georgia and a Womentics P.O.W. winner. She is Chairman Emeritus of the Roswell North Elementary Education Foundation, a 501(c)3 that she helped found in 2009. She is also past president of the Woodstock Junior Service League.

Maggie has been married to her husband for 38 years, Bob, a retired high school economics teacher and tennis coach. Maggie and Bob have two boys, Riley, a UGA graduate who works for Truist and is about to marry his middle school sweetheart and fellow UGA grad Emily Amour, and Brady, studying marketing at GCSU. Maggie enjoys spending time with her family, friends and dogs, playing tennis and time in the northeast Georgia Mountains at their lake home in Blairsville.

Website | LinkedIn | Facebook | Instagram | X (Twitter)

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:29 Meet Maggie DeCan: Author of Humbled on Purpose
02:05 Maggie’s Early Life and Childhood Trauma
03:33 Career Journey: From Corporate to Nonprofit
04:19 Impact of Childhood Trauma on Career
06:00 Finding Strength and Resilience
16:55 Transition to the Children’s Development Academy
20:52 Lessons Learned and Future Plans
25:11 Conclusion and Final Thoughts

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant 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.

Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube

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, The Generosity MindsetJohn 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.

Tagged With: Children's Development Academy, Developing Resilience, Honey Baked Ham, Humbled on Purpose, John Ray, Maggie DeCan, North Fulton Business Radio, resilience, Ripples Media, The Honey Baked Ham Company

Turning Dreams into Plans with Gloria Lucia Zapata-Elias

October 9, 2024 by John Ray

Gloria
Hello, Self . . .
Turning Dreams into Plans with Gloria Lucia Zapata-Elias
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Gloria

Turning Dreams into Plans with Gloria Lucia Zapata-Elias (Hello, Self… Episode 53)

Host Patricia Leonard invited guest Gloria Lucia Zapata-Elias to share her inspirational journey of transformation and manifestation.

Gloria recounted her unconventional life path, detailing how she navigated various life stages backward from traditional norms—having children before marriage, attending college later, and achieving business success. Her journey is marked by resilience, self-discovery, and service to others.

Throughout the episode, Patricia and Gloria discussed life lessons, the role of self-talk, overcoming survival modes, and using disruptions as catalysts for growth.

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.

Gloria Lucia Zapata-Elias, Owner of Eye for Detail and Angel’s Trumpet Bed and Breakfast

Gloria owns two businesses, Eye for Detail, a residential and commercial cleaning company, and Angel’s Trumpet Bed and Breakfast, affordable extended stay for those who need respite. She also has a plant nursery business currently in development.

Gloria became a single mom at a young age, and attended college while working more than full-time and raising her sons. She says she was able to accomplish this with the support of two women in her life, one of them her mother.

She credits her success to her growth mindset and the fuel of her ambition she feels God gave her.

Website | Facebook

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, 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

Tagged With: Hello Self moment, Hello Self Podcast, High Heels Cabaret, Patricia Leonard, Patricia Leonard & Associates, resilience, Runway To Success

Challenges Facing Older Self-Employed Service Professionals, with Dr. Larry Gard, Done with Work Retirement Coaching and Consulting

October 9, 2024 by John Ray

Challenges Facing Older Self-Employed Service Professionals, with Dr. Larry Gard, Done with Work Retirement Coaching and Consulting, on The Price and Value Journey podcast with host John Ray
North Fulton Studio
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Challenges Facing Older Self-Employed Service Professionals, with Dr. Larry Gard, Done with Work Retirement Coaching and Consulting, on The Price and Value Journey podcast with host John Ray

Challenges Facing Older Self-Employed Service Professionals, with Dr. Larry Gard, Done with Work Retirement Coaching and Consulting (The Price and Value Journey, Episode 116)

One reason service professionals choose self-employment is for flexibility in their retirement, but they sometimes find that ageism has its own agenda. In this episode of The Price and Value Journey, host John Ray welcomes Dr. Larry Gard, a retirement coach and consultant, to discuss the challenges and nuances of working and retiring faced by older self-employed professionals. The conversation delves into the effects of ageism, the distinct retirement experiences of self-employed individuals, and strategies to prepare for a satisfying post-retirement chapter. Dr. Gard shares insights from his career as a psychologist and coach, emphasizing the emotional and strategic aspects of winding down a business. The episode also covers the importance of maintaining relevance and exploring new opportunities in retirement planning that go beyond financial considerations.

Dr. Gard’s blog post referenced in this episode, “Fade out? Bow out? Forced out? A Big Challenge Facing Older Self-Employed People,” can be found by following this link.

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

Dr. Larry Gard, Done with Work Retirement Coaching and Consulting

Challenges Facing Older Self-Employed Service Professionals, with Dr. Larry Gard, Done with Work Retirement Coaching and Consulting, on The Price and Value Journey podcast with host John Ray
Dr. Larry Gard, Done with Work Retirement Coaching and Consulting

Dr. Larry Gard is a retired psychologist in Chicago and the founder of Done With Work Retirement Coaching and Consulting.

Though no longer a therapist, his long career in clinical psychology gives him the necessary perspective and experience to help professionals sort through the head and heart side of retirement and craft a satisfying next chapter.

Larry is also the author of Done with Work: A Dozen Perspectives on The Decision to Retire, which offers insights into making a meaningful retirement decision.

Website | LinkedIn

Topics Discussed in this Interview

00:00 Introduction to The Price and Value Journey
00:25 Challenges of Winding Down Professional Work
01:41 Introducing Dr. Larry Gard
02:54 Dr. Gard’s Journey and Insights
05:17 Understanding Self-Employment and Retirement
09:25 Ageism and Its Impact on Professionals
13:01 Strategies for Staying Relevant
19:17 Planning for Retirement
28:11 Dealing with Current Retirement Challenges
32:50 Supporting Others in Their Retirement Journey
35:19 Success Stories and Final Thoughts
38:48 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 we offer, helping clients achieve the outcomes they desire, and trying to do all that at pricing that reflects the value we deliver.

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

The show is hosted and produced by John Ray and the North Fulton studio 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 Show Host and Producer and owns the North Fulton (Georgia) studio of Business RadioX®. John and his team work with B2B professionals to create and conduct their own 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 780 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 its region like no one else.

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

The Generosity Mindset, by John RayJohn 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

Tagged With: ageism, Dr. Larry Gard, fulfillment in retirement, John Ray, Price and Value Journey, professional services providers, retirement, self employed, solopreneurs, The Price and Value Journey

Georgia’s Economic Outlook, with Dr. Jerry Parrish, Metro Atlanta Chamber

October 7, 2024 by John Ray

Georgia's Economic Outlook, with Dr. Jerry Parrish, Metro Atlanta Chamber of Commerce, on North Fulton Business Radio, with host John Ray
North Fulton Business Radio
Georgia's Economic Outlook, with Dr. Jerry Parrish, Metro Atlanta Chamber
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Georgia's Economic Outlook, with Dr. Jerry Parrish, Metro Atlanta Chamber of Commerce, on North Fulton Business Radio, with host John Ray

Georgia’s Economic Outlook, with Dr. Jerry Parrish, Metro Atlanta Chamber (North Fulton Business Radio, Episode 809)

In this episode of North Fulton Business Radio, John Ray hosts Dr. Jerry Parrish, Chief Economist at the Metro Atlanta Chamber, who discusses Georgia’s economic outlook. Dr. Parrish details recent trends, including Georgia’s impressive job growth post-COVID, innovations in tech, and significant projects reshaping the Metro Atlanta regions. Challenges he points to include the impact of Hurricane Helene, the Longshoremen’s strike affecting Georgia’s ports, and the lack of adequate workforce housing. Dr. Parrish explores the implications of political uncertainty on business investment as well as discussing the importance of fostering a positive business climate in Georgia.

Note: Subsequent to the recording of this episode, the longshoremen’s strike that began on October 3, 2024, was suspended and work resumed, following a tentative agreement reached between the International Longshoremen’s Association (ILA) and the United States Maritime Alliance (USMX).

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.

Dr. Jerry Parrish, Chief Economist, Metro Atlanta Chamber

Dr. Jerry Parrish, Metro Atlanta Chamber of Commerce
Dr. Jerry Parrish, Metro Atlanta Chamber of Commerce

Jerry D. Parrish, Ph.D., is the Chief Economist at the Metro Atlanta Chamber.  Dr. Parrish was previously the Director of State and Local Policy Analysis at the Florida Institute of Government at Florida State University.  Dr. Parrish was also on the faculty in the Masters of Applied Economics Program at Florida State University for twelve years.

Jerry was previously the Chief Economist and Director of Research for the Florida Chamber Foundation.  Prior to that position, Dr. Parrish was the Chief Economist and Director of the Center for Competitive Florida at Florida TaxWatch.  Prior to that position, he served as the Associate Director of the Center for Economic Forecasting & Analysis (CEFA) at Florida State University. He has many years of experience in the private sector in management roles at international manufacturing companies.

Jerry earned a B.S. in Agricultural Business and Economics from Auburn University, an M.B.A. from Bellarmine University, an M.S. in Economics from the University of North Carolina at Charlotte, and a Ph.D. in Economics from Auburn University.

LinkedIn| X (Twitter)

Metro Atlanta Chamber

The Metro Atlanta Chamber (MAC) is a privately funded 164-year-old organization representing businesses, colleges and universities, and nonprofits across the 29-county region that makes up the nation’s eighth-largest market.

MAC member companies represent 1+ million employees in the region. Our businesses invest in the work we do to attract and retain business, ensure a business-friendly climate through public policy and market the region as a place to live, work and play.

Website | LinkedIn | Instagram | Facebook | X (Twitter)

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:55 Guest Introduction: Dr. Jerry Parrish
03:39 Economic Overview of Georgia and Georgia’s Economic Outlook
06:26 Impact of Port Strike
10:36 Hurricane Helene’s Economic Impact
13:40 Interest Rates and Election Impact
19:21 Innovation and Tech in Georgia
22:18 New Leadership at Metro Atlanta Chamber
26:35 Closing Remarks and Additional Information

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant 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.

Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube

Renasant Bank supports the Georgia Alliance for Breast Cancer

Georgia Alliance for Breast Cancer (formerly It’s The Journey) is a registered 501c3 non-profit that strives to support Georgia’s breast cancer community by raising funds to support breast health and breast cancer programs throughout the state of Georgia.

GAABC’s mission is to engage with Georgia’s breast cancer community to increase access to care and reduce disparities in cancer outcomes.

Randi Passoff, a breast cancer survivor, founded GAABC in 2002. She created “the kinder and gentler breast cancer walk” based off the Avon 3-Day Breast Cancer Walk. Instead of a 3-day walk of 60 miles over 3 days and sleeping in a tent, the Georgia 2-Day Walk covers 30 miles over 2 days, and participants sleep in a hotel. Most importantly, what’s raised in Georgia stays in Georgia.

Renasant Bank is a major supporter of GAABC, both in corporately donated funds and employee donations and participation in the walk.

To learn more about GAABC and the 2-Day Walk, go to the GAABC Website.

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, The Generosity MindsetJohn 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.

 

Tagged With: Chief Economist, Dr. Jerry Parrish, economic outlook, Economist, Georgia, Georgia economic outlook, Hurricane Helene, John Ray, Metro Atlanta Chamber of Commerce, North Fulton Business Radio, port strike, State of Georgia, workforce housing

Avoiding IRS Trouble, with Kristine Stevenson, Author, How to Avoid Trouble with the IRS

October 7, 2024 by John Ray

Avoiding IRS Trouble, with Kristine Stevenson, Author, How to Avoid Trouble with the IRS, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
Avoiding IRS Trouble, with Kristine Stevenson, Author, How to Avoid Trouble with the IRS
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Avoiding IRS Trouble, with Kristine Stevenson, Author, How to Avoid Trouble with the IRS, on North Fulton Business Radio with host John Ray

Avoiding IRS Trouble, with Kristine Stevenson, Author, How to Avoid Trouble with the IRS (North Fulton Business Radio, Episode 808)

In this episode of North Fulton Business Radio, host John Ray interviews Kristine Stevenson, owner of Proverbs 16:16 LLC and author of How to Avoid Trouble with the IRS. Kristine shares her journey from struggling with personal debt to now helping others manage IRS issues, drawing from her experience as an IRS employee and her own past financial challenges. She emphasizes the importance of financial knowledge, particularly for self-employed individuals and small business owners. Kristine describes how her work with Dave Ramsey coaches, who were repeatedly asking questions about their own business, inspired her to write her book. She discusses some of the major ideas in the book, which offers straightforward tax tips for gig workers and contractors, and shares stories of clients she’s helped. The episode underscores the importance of financial coaching and the practical wisdom that can transform financial struggles into successes.

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.

Kristine Stevenson, Author, How to Avoid Trouble with the IRS

Kristine Stevenson, Author, How to Avoid Trouble with the IRSKristine Stevenson is an Enrolled Agent with the IRS, founder of Proverbs 16:16 LLC, and the author of How to Avoid Trouble with the IRS: 10 Best Tax Tips for the Self-Employed, Gig Worker, and Indie Contractor. Proverbs 16:16’s message, “How much better to get wisdom than gold, to get insight rather than silver,” served as the inspiration for the name of her business.

Having completed the Ramsey Solutions Financial Coach Master Training program and now serving as a Dave Ramsey Preferred Coach, Kristine is equipped with advanced skills in financial coaching and debt management. This experience provides her with a strong foundation in personal finance principles and strategies for helping individuals overcome financial challenges, particularly those related to tax debt.

As a former employee and now an Enrolled Agent with the IRS, Kristine combines her financial coaching expertise with specialized knowledge of tax regulations and IRS procedures. She offers guidance and support to individuals struggling with tax-related financial issues, helping them navigate the complexities of dealing with the IRS, developing strategies for tax debt resolution, and negotiating tax debt settlements with the IRS.

Kristine has been quoted in Fox Business News, Marie Claire, Yahoo! Finance, Lovely Impact, Best Company, and U.S. News & World Report, to name a few. She speaks at various conferences, universities, and other gatherings of business owners. She hosts a live radio program, “Dollars & $ense℠ with Kristine,” in Central Texas.

Website | LinkedIn | Speaker Website

Topics Discussed in this Episode

00:00 Welcome to North Fulton Business Radio
01:36 Guest Introduction: Kristine Stevenson
03:31 Kristine’s Background and IRS Experience
04:49 Starting a Business and Financial Coaching
06:50 Common Financial Issues and Solutions
15:07 Writing the Book: How to Avoid Trouble with the IRS
21:20 The Importance of a Business Checking Account
24:01 Personal Milestones and Tax Issues
26:02 Client Success Stories
31:04 Home Service Professionals and Tax Compliance
34:49 IRS Programs and Relief Options
37:01 How to Get in Touch and Final Thoughts

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant 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.

Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube

Renasant Bank supports the Georgia Alliance for Breast Cancer

Georgia Alliance for Breast Cancer (formerly It’s The Journey) is a registered 501c3 non-profit that strives to support Georgia’s breast cancer community by raising funds to support breast health and breast cancer programs throughout the state of Georgia.

GAABC’s mission is to engage with Georgia’s breast cancer community to increase access to care and reduce disparities in cancer outcomes.

Randi Passoff, a breast cancer survivor, founded GAABC in 2002. She created “the kinder and gentler breast cancer walk” based off the Avon 3-Day Breast Cancer Walk. Instead of a 3-day walk of 60 miles over 3 days and sleeping in a tent, the Georgia 2-Day Walk covers 30 miles over 2 days, and participants sleep in a hotel. Most importantly, what’s raised in Georgia stays in Georgia.

Renasant Bank is a major supporter of GAABC, both in corporately donated funds and employee donations and participation in the walk.

To learn more about GAABC and the 2-Day Walk, go to the GAABC Website.

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, The Generosity MindsetJohn 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.

Tagged With: dave ramsey, Dave Ramsey coach, IRS, IRS trouble, John Ray, Kristine Stevenson, Kristine Stevenson Seale, North Fulton Business Radio, personal finance, tax resolution

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