John Ray, Author at Business RadioX ® Page

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen

May 2, 2024 by John Ray

Maria Forbes and Anthony Chen, XPX Atlanta, elevating exit planning

North Fulton Studio

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen

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Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen (The Exit Exchange, Episode 17)

On this episode of The Exit Exchange, host John Ray welcomes Maria Forbes, President of XPX Atlanta, and Anthony Chen, President-elect. They discuss the formation of XPX Atlanta chapter in 2018 as part of the global Exit Planning Exchange based in Boston, highlighting its mission of innovating and elevating exit planning services in Atlanta. The organization attracts a diverse range of professionals who seek to work collaboratively to improve business owners’ exit strategies. They emphasize the essential need for interdisciplinary cooperation among professionals to successfully plan and execute business exits, focusing on low- to mid-market, privately held businesses. The episode also covers the evolution of XPX Atlanta over the years, its shift towards member-led initiatives, and upcoming events such as mastermind groups and a major conference in November. The discussion underscores the importance of early and strategic planning for business exits and the role of XPX Atlanta in facilitating this through collaboration, education, and promoting long-term thinking among professionals.

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

Maria Forbes, President, XPX Atlanta

Maria is the President of XPX Atlanta and was a founding board member of the chapter.

In her professional practice, Maria Forbes is the Founder and President of FIREPOWER Business Catalyst, LLC. Maria’s thirty-year consulting career serves privately held business owners in financial services and related fields across the U.S. Our mission is to integrate financial capital with human capital in planning for organizational growth and continuity. Maria’s work frames the long-term trajectory of business growth and succession through people-powered structures that enable an ongoing positive impact of talent through all business life cycles.

Maria and her teams provide expertise in expanding internal capacity through creative alignment of human values, making it possible for owners and key decision-makers to lead both their people and their businesses confidently toward the future. As a committed strategic partner to her clients, Maria makes visible the arrangement of human strengths as part of an innovative business strategy. This work optimizes organizational performance and builds transferable value as owners look toward a role transition and business succession.

Maria conducts a summer mentor program for college graduates and seasoned professionals who are navigating career transitions. The mentor process develops personal advantage in the career marketplace and fosters confidence in communicating the best roles for a successful new career.

Maria is a Kolbe Certified Consultant, Faculty member of The Life Transitions University™, mentor, and member of the Catholic Charities Atlanta Georgia Leadership Program.

Anthony Chen, President-Elect, XPX Atlanta

Anthony Chen, Lighthouse Financial, and host of Family Business Radio — **Anthony Chen**

Anthony Chen is the President-Elect of XPX Atlanta. He will begin his term as President of the chapter in January 2025.

In his professional practice, Anthony is a financial advisor with Lighthouse Financial. He is also the host of Family Business Radio.

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.

Topics Discussed in this Episode

00:00 Welcome to the Exit Exchange: Introducing XPX Atlanta
01:11 The Mission and Vision of XPX Atlanta
02:39 Addressing the Core Needs of Business Owners
04:44 The Importance of a Multidisciplinary Approach
12:07 The Evolution and Growth of XPX Atlanta
14:48 Member-Led Initiatives and Future Directions
22:52 Maximizing Member Engagement and Utilizing Resources
25:44 Reviving the Exit Exchange Show: A New Focus
28:31 Joining and Benefiting from XPX Atlanta

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. Our 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. Our Vision: To fundamentally changing 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: https://exitplanningexchange.com/atlanta.

The Exit Exchange is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com.

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

The Dance of Awareness: Understanding the Law of Attraction, Part One

May 1, 2024 by John Ray

Hello, Self . . .

The Dance of Awareness: Understanding the Law of Attraction, Part One

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The Dance of Awareness: Understanding the Law of Attraction, Part One (Hello, Self… Episode 41)

In this episode of Hello, Self…, host Patricia Leonard shared a personal ‘Hello Self’ moment, illustrating how the Law of Attraction manifested in her life unexpectedly, leading to a deeper understanding of herself beyond her mind and ego.

She discussed the importance of being open to life’s experiences without trying to control them and encourages listeners to pay attention to their inner nudges and explore the deeper ‘why’ behind their attractions and experiences.

Patricia highlighted the limitations of societal norms and the transformative potential of listening to one’s inner guidance, promising to delve further into these concepts in future episodes. She invited listeners to stay curious about their own life purposes and to keep dreaming while being open to the lessons life offers.

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

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

Dr. Marc Funderlich, Regenerative Cell Therapy Management Corporation

April 30, 2024 by John Ray

LaserLife Insights

Dr. Marc Funderlich, Regenerative Cell Therapy Management Corporation

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Dr. Marc Funderlich, Regenerative Cell Therapy Management Corporation (LaserLife Insights, Episode 7)

On this episode of LaserLife Insights, hosted by Pete Cousins, Dr. Mark Funderlich shares his extensive experience and insights into regenerative medicine, focusing on the use of stem cells, exosomes, peptides, and laser therapy. As a chiropractor and co-founder of the Regenerative Cell Therapy Management Corporation, Dr. Funderlich discusses the importance of objective measures in treatments, the role of mitochondria in cellular health, and his pioneering work in developing new biologic drugs. The conversation explores the complexities of the stem cell industry, the potential of integrating various therapies for enhanced patient outcomes, and specific cases demonstrating the power of addressing foundational health issues alongside advanced therapies. Dr. Funderlich also highlights his work with children with special needs and neurodegenerative disorders, emphasizing the critical role of foundational health in maximizing the effects of regenerative therapies.

LaserLife Insights is underwritten by Summus Medical Laser and is recorded and produced by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Dr. Marc Funderlich Jr., Co-Founder, Regenerative Cell Therapy Management Corporation

Dr. Marc Funderlich is a chiropractor who works across multiple aspects of health care. He co-founded Regenerative Cell Therapy Management Corporation, which is a regenerative medicine lab focused on the production of umbilical-derived stem cells, exosomes, and peptide-based products. Beyond that, he helps operate Electro-Regenerative Therapy, which manufactures clinical PEMF devices.

Beyond manufacturing, Dr. Funderlich is the primary investigator in IRB-approved research. Finally, he is in the process of expanding his clinical footprint with upwards of 7 corporate locations across 5 states.

Finally, Dr. Funderlich is currently enrolled in the Regenerative and Stem Cell Technology program at Johns Hopkins University, with a focus on developing new biologic drugs, interacting with the FDA, and helping bring these products to market.

Regenerative Cell Therapy Management Corporation

Regenerative Cell Therapy Management Corporation produces & sells stem cells, exosomes, and peptide-based products. They focus on integrative protocols and firmly believe integrative protocols are the key to patient success. Beyond manufacturing, RCTM is looking to have up to 7 corporate locations open by the end of 2024 and help clinics expand and operate regenerative clinics with an integrative focus.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Welcome to LaserLife Insights
00:53 Introducing Dr. Marc Funderlich: A Multifaceted Healthcare Innovator
02:24 Dr. Funderlich’s Journey: From Chiropractic School to Regenerative Medicine
06:48 The Power of Laser Therapy: Transformative Patient Stories
07:47 Expanding Horizons: From Clinical Practice to Medical Device Innovation
10:03 Educating Healthcare Providers on the Benefits of Laser Therapy
14:04 Pioneering Research in Mitochondrial Health and Exosome Science
25:15 Exploring the Frontier of Molecular Medicine and Laser Therapy
25:56 The Synergy of Stem Cell Injections and Laser Therapy
26:29 Optimizing Stem Cell Therapy: From Pre-Treatment to Patient Selection
31:35 Navigating the Complexities of the Stem Cell Industry
35:57 Introducing Regenerative Cell Therapy Management
39:29 Revolutionizing Treatment for Neurodegenerative Disorders with Laser
45:53 Closing Remarks and Resources for Further Exploration

About LaserLife Insights and Your Host, Pete Cousins

LaserLife Insights highlights the stories, strategies, and best practices from some of the most successful providers and practice owners in physical therapy, chiropractic, dental, vet, sports medicine, pain management, and more. Guided by host Pete Cousins, the show explores the world of Class IV Laser Therapy, uncovering facts about the science behind the technology, exploring success stories, and learning from experts who have witnessed the transformative effects of laser therapy firsthand.

LaserLife Insights is underwritten by Summus Medical Laser and is produced by John Ray and the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

**Pete Cousins, Chief Commercial Officer, Summus Medical Laser and Host, LaserLife Insights**

The host of LaserLife Insights, Pete Cousins, grew up as an avid sports fan and knew early on that he wanted to be focused on health and wellness in some capacity. After completing his undergraduate degree in Exercise Physiology, Pete started a fitness training business, where he discovered his talent for coaching and influencing others. In 1999, he was recruited into medical sales, exceeded expectations, and quickly rose to leadership positions. He has spent the entirety of his career since then in B2B healthcare commercial leadership roles.

Over the years, Pete has held progressively larger leadership roles within industries ranging from aesthetics to dermatology, dental practice management software, and currently, chiropractic, PT, pain management, dentistry, and veterinary medicine at Summus, where he is currently CCO.

He holds certifications such as “Integrity Selling Facilitator,” Predictive Index Certified Facilitator, Continuous Improvement Leadership, Culture Index Profiling, AMA Advanced Sales Management, and Dimensions of Professional Selling.

With a focus on adding value to others, Pete aims to make every episode of LaserLife Insights worthwhile for all who listen!

Pete Cousins LinkedIn

About Summus Medical Laser

Summus Medical Laser is a U.S. pioneer in Class IV laser therapy with over 18 years of experience.

Summus Laser was established in 2018, although the Founder and CEO, Dr. Richard Albright, was a pioneer in the field of photobiomodulation in 2004 by becoming the 2nd company in the US to receive FDA clearance for this ground-breaking technology.

Their mission is simple: to improve lives through laser therapy.

Their growth comes from a relentless commitment to constantly improve their lasers, provide reliable stateside service, follow science in their product development, supply effective consumer marketing tools, and deliver world-class training. No matter which of their models best fits your practice, you can be assured that a Summus Medical Laser will improve your efficiency, broaden the therapy options you offer, and provide safe, rapid relief, resulting in satisfied and returning patients.

Franklin, Tennessee, Summus’ hometown, is a historic yet innovative place with solid values and a community of generous neighbors. No matter where you are in the world, you can count on those same values in the Summus team and the lasers they offer as you generously serve those who need your care.

Company website | LinkedIn | Facebook | Instagram

BONUS EPISODE: The FTC Torpedoes Non-Competes

April 29, 2024 by John Ray

The FTC Torpedoes Non-Competes, with Jackie Voronov and Shylie Bannon, Litigators Lounge, Hall Booth Smith

Hall Booth Smith Podcast Network

BONUS EPISODE: The FTC Torpedoes Non-Competes

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BONUS EPISODE: The FTC Torpedoes Non-Competes (Litigators Lounge, Episode 10)

This bonus episode of Litigators Lounge delves into the recent move by the Federal Trade Commission (FTC), to largely ban non-compete clauses, a significant legal and employment issue. Hosts Jackie Voronov and Shylie Bannon discuss the FTC’s proclamation to invalidate existing non-competes, covering all workers across all levels, with very limited exceptions, and its implications. They explore the concepts behind non-compete agreements, their historical enforcement at the state level, and the potential overreach by the FTC into employment matters traditionally outside its purview. Jacki and Shylie also discuss the immediate reactions from the legal and business communities, including a lawsuit the U.S. Chamber of Commerce filed to contest the FTC’s rule. They unpack possible legal standings, weigh the ramifications for both employers and employees, and consider the future landscape of employment agreements. The episode closes with advice for stakeholders in the current climate of uncertainty surrounding non-competes and the FTC’s role.

Follow this link for additional commentary on this development from Hall Booth Smith labor and employment attorneys Jackie Voronov, Jeffrey Daitz, and Taylor Wood. The final FTC rule itself can be found here. To read the complaint, filed by the U.S. Chamber of Commerce, that seeks to block the enactment of the rule, follow this link.

Litigators Lounge is underwritten and presented by Hall Booth Smith. The show is produced by John Ray and the North Fulton studio of Business RadioX®.

Topics Discussed in this Episode

00:00 Welcome to Litigators Lounge: A Special Episode on Non-Competes
00:23 The FTC’s Bombshell on Non-Competes: Initial Reactions and Misconceptions
02:29 Understanding Non-Compete Agreements: Basics and Legal Landscape
04:51 The FTC’s Sweeping Rule Against Non-Competes: An Overview
05:32 Exploring the FTC’s Role and Authority in Employment Matters
07:33 Immediate Legal Challenges to the FTC’s Rule on Non-Competes
08:06 Future of Non-Competes: Analyzing the FTC Rule’s Impact and Exceptions
15:40 The Road Ahead: Litigation, Uncertainty, and Advice for Employers and Employees
20:56 Conclusion and Resources for Further Information

About Litigators Lounge

Jackie Voronov and Shylie Bannon, attorneys at Hall Booth Smith who specialize in labor and employment law, are the hosts of the engaging podcast Litigators Lounge. Listen as they delve into the intricate world of workplace legal issues as they explore real-life examples, unpack legal scenarios, and offer expert insights to help organizations and employees navigate the ever-changing legal landscape. With engaging discussions, diverse viewpoints from expert guests, and an ample touch of humor, Litigators Lounge is the go-to source for in-depth analysis and expert advice on law and the workplace.

Litigators Lounge is underwritten and presented by Hall Booth Smith. The show is produced by John Ray and the North Fulton studio of Business RadioX®.

If you have questions or feedback for Jackie and Shylie, feel free to follow this link and email them.

Jackie Voronov, Partner, Hall Booth Smith

Jackie Voronov is a Partner in Hall Booth Smith’s office in Paramus, New Jersey, and she represents management in a wide variety of employment matters and litigates employment claims before administrative agencies and state and federal courts. Her clients include major hotels, retailers, shipping companies, assisted living facilities and nursing homes, manufacturers, and national fast-food franchisees.

Jackie’s litigation experience includes the defense of employers in single and multi-plaintiff actions on claims of wrongful discharge, sexual harassment, race, national origin, gender, disability and age discrimination, breach of contract, family medical leave, failure to accommodate, retaliation, wage/hour laws, and related tort claims. Jackie also works with her clients to prepare various employment agreements (including non-compete, confidentiality, independent contractor, and separation agreements). She has extensive experience before various administrative tribunals, including the Equal Employment Opportunity Commission (EEOC), the State Division of Human Rights (SDHR), the Division of Civil Rights (DCR), and other state, federal, and local agencies.

In addition, Jackie frequently conducts management training for employers on a wide variety of employment law topics, such as:

EEO/anti-harassment
employee recruiting and hiring practices
family and medical leave
reasonable accommodations for disabilities and religion
preventing and investigating harassment, discrimination, and whistleblower claims
wage and hour compliance
discipline and termination of employees
privacy in the workplace

Jackie is regularly invited to speak nationally on best practices and other employment-related issues. Before joining Hall Booth Smith, she worked for one of the country’s largest law firms, where she defended employers in a wide range of labor and employment matters, including wage and hour class actions under the Fair Labor Standards Act (FLSA), claims related to the New York State Human Rights Law (NSHRL), the New Jersey Law Against Discrimination (LAD), the Americans With Disabilities Act (ADA), the New Jersey Conscientious Employee Protection Act (CEPA), and Title VII.

Jackie was selected for inclusion as a New Jersey Rising Star by Super Lawyers® for six consecutive years (2010-2016), which honors the top 2.5% of young lawyers in New Jersey.

Shylie Bannon, Partner, Hall Booth Smith

Shylie Bannon is a Partner in Hall Booth Smith’s Jacksonville, Florida, office. She also serves as Hiring Partner for the region of Florida, where she oversees associate attorney hiring endeavors. Prior to joining Hall Booth Smith, Shylie was a partner in both a multi-state, multi-specialty firm and a boutique practice.

At Hall Booth Smith, Shylie continues to represent physicians, mid-level providers, and health care providers in high-exposure medical negligence claims and in administrative proceedings before the Florida Department of Health. She also represents national retailers in high-exposure premises liability, negligent security, and transportation litigation with our National Trial Counsel team.

In addition to litigating matters involving personal injury and negligence, Shylie also represents management in all aspects of employment-related litigation arising from allegations of sex, disability, race, and pregnancy discrimination; whistleblower actions; and alleged violations of the National Labor Relations Act and Fair Labor Standards. She does so in administrative proceedings before both the Florida Commission on Human Relations and the US Equal Employment Opportunity Commission, as well as in all of the state and federal courts in Florida. She also provides employment-related counsel to clients, helping them avoid employment-related litigation through the implementation of best employment, investigation, and risk management practices.

Shylie earned a Juris Doctor from the University of Florida Levin College of Law, cum laude, and graduated magna cum laude from Tulane University with a Bachelor of Arts in Political Science and History.

Shylie volunteers with the Guardian Ad Litem program and supports child welfare advocacy efforts in Northeast Florida. She is also a Member of the Board for the Jewish Federation & Foundation of Northeast Florida.

About Hall Booth Smith, P.C.

Established in 1989, Hall Booth Smith, P.C. (HBS) is a full-service law firm headquartered in Atlanta, Georgia, with regional offices strategically located throughout Georgia and the United States. Experienced across a wide range of legal disciplines, HBS prides itself on providing knowledgeable, proactive, client-specific counsel to individuals, domestic and international corporations, state and federal agencies, and nonprofit organizations.

HBS possesses the legal knowledge, skill, and experience to meet their clients’ needs wherever they do business. HBS maintains the highest commitment to ethically and professionally serve their clients by providing the highest quality legal representation.

They deliver quality legal services in a variety of service areas. Experience across legal disciplines combined with a focus on the unique business or personal requirements of the client is the hallmark of the firm. Their clients receive the attention, expertise, and cost-effectiveness of a smaller law firm with the full-service and strong regional presence typical of a larger one.

Company website | LinkedIn | Facebook | Instagram

Disclaimer

Litigators Lounge is a production brought to you by Hall Booth Smith, PC. This podcast is published for the purposes of providing general information and education on topics which include those related to the law and legal issues, but the contents of the podcast do not constitute legal advice. Listening to this podcast or utilizing the information contained in it in any way does not constitute nor does it create an attorney-client relationship between you and Hall Booth Smith or its lawyers. The contents of this podcast should not be used as a substitute for competent legal advice from a professional attorney licensed in your jurisdiction.

Unlocking Incremental Innovation in Small and Medium-Sized Businesses, with Thomas Storteboom, i2e Solutions

April 26, 2024 by John Ray

North Fulton Business Radio

Unlocking Incremental Innovation in Small and Medium-Sized Businesses, with Thomas Storteboom, i2e Solutions

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Unlocking Incremental Innovation in Small and Medium-Sized Businesses, with Thomas Storteboom, i2e Solutions (North Fulton Business Radio, Episode 766)

On this episode of North Fulton Business Radio, host John Ray interviews Thomas Storteboom, founder and CEO of i2e Solutions, on the topic of fostering innovation within small and medium-sized businesses. Thomas shares insights on how he helps companies spark new ideas, foster innovation, and select the best projects to pursue through structured innovation strategies and brainstorming sessions. The discussion covers the importance of differentiating between disruptive and incremental innovation, and how businesses can leverage both for growth. Thomas emphasizes the necessity of cross-functional teams in the brainstorming process and outlines how he assists organizations, particularly manufacturers, in overcoming common innovation challenges, such as idea selection and execution.

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.

Thomas Storteboom, i2e Solutions

Thomas Storteboom is the Founder of i2e Solutions, a consulting practice that helps companies grow by finding better ideas and bringing them to life. Thomas gained his innovation expertise at industry leading companies like Ford Motor Company, CHEP, and Cox Automotive. Now he is focused on sharing his knowledge broadly by helping small to midsize manufacturing companies accelerate their growth through innovation. He focuses on innovation strategy, processes, and creating a culture of innovation. Thomas also trains groups on innovation, facilitates brainstorming, and is currently writing a book on the challenges companies face when innovating.

Website | LinkedIn | Thomas Storteboom LinkedIn

Topics Discussed in this Episode

00:00 Welcome to North Fulton Business Radio
01:17 Introducing Thomas Storteboom and the Magic of Innovation
01:52 The Essence and Impact of Innovation Consulting
04:17 Disruptive vs. Incremental Innovation: A Deep Dive
08:37 Thomas Storteboom’s Journey to Innovation Expertise
10:35 Addressing Innovation Challenges in Small and Medium-Sized Businesses
16:56 Unlocking Innovation Through Targeted Brainstorming
19:15 The Ideal Brainstorming Team: Composition and Characteristics
21:30 Challenges of Innovation Across Different Business Sizes
23:05 Facilitating Effective Brainstorming Sessions
24:13 Client Engagement and Success Stories
29:29 Connecting with Thomas Storteboom and Closing Remarks

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 $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Casa Nuova is a proud family owned and operated restaurant, serving classic, authentic and traditional Italian cuisine and top tier hospitality since 1998.

Casa Nuova is a cook-to-order kitchen, serving traditional fare including pasta, chicken, seafood, veal and vegetarian and gluten-free options, plus daily specials. They are a farm-to-table establishment, meaning that in the summertime, they cultivate their own vegetables in their garden, steps away from the restaurant, including tomatoes, corn, peppers, zucchini, sunflowers and more!

Celebrating more than 25 years, Casa Nuova has become a true staple in the Alpharetta area, serving more than three generations of families, including friends old and new, visiting near and far from all over the metro Atlanta area and beyond.

Website | LinkedIn | Facebook | Instagram

SPECIAL EVENT: Join everyone as Casa Nuova for their annual Casa Nuova Block Party on Sunday, April 28 from 2 PM to 5:30 PM!

Complimentary food, music, and fun for the whole familia! It’s their way of saying thank you to the amazing community that they love to serve!

Donations will benefit Purple Pansies, which is dedicated to raising funds for pancreatic cancer research and providing emergency grants to individuals and families battling the disease.

Rain or shine, we hope to see you there!

About North Fulton Business Radio and host John Ray

With over 760 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.

Elevating Business Connectivity and Community Support, with Tracy Pitcher, Comcast Business

April 26, 2024 by John Ray

North Fulton Business Radio

Elevating Business Connectivity and Community Support, with Tracy Pitcher, Comcast Business

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Elevating Business Connectivity and Community Support, with Tracy Pitcher, Comcast Business (North Fulton Business Radio, Episode 765)

This episode of North Fulton Business Radio with host John Ray features a comprehensive discussion with Tracy Pitcher, Senior Vice President of the Central Division of Comcast Business. Tracy delves into how Comcast Business is addressing the needs of businesses of all sizes with a wide array of solutions, including connectivity, unified communication, mobile service, and particularly, security solutions to protect against omnipresent cyber threats. She elaborates on Comcast’s commitment to expanding service offerings and infrastructure, with significant investments in technology to boost network capacity and reliability. The conversation also covers the launch of Comcast Business Mobile, the upcoming enhancements to broadband internet speeds for Atlanta customers, and efforts to tackle the digital divide by extending services to underserved communities and supporting small businesses through the Comcast RISE program. Additionally, there’s a focus on Comcast’s contributions to local non-profits and the DEI initiatives within the organization.

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.

Tracy Pitcher, Comcast Business

Tracy Pitcher serves as the Senior Vice President of Comcast Business for the company’s Central Division. In this role, Tracy leads innovation and implements strategies to bolster commercial business concentrated in Comcast’s largest operating division, spanning 12 states.

Most recently, Tracy served as the Senior Vice President of Comcast Business for the Northeast Division, serving 14 states from Maine through Virginia and the District of Columbia. In this role, Tracy was responsible for the Division’s Comcast Business customer experience, financial performance and growth targets. She oversaw a team of industry-leading professionals who created the best experiences and solutions for businesses of all sizes, ranging from small business to enterprise-level operations.

Before that, Tracy served as the Senior Vice President of Comcast Cable’s Greater Boston Region, where she was responsible for overseeing all of Comcast’s operations and functional departments across areas serving more than 300 communities in Massachusetts, New Hampshire, and Maine. During her tenure, the Boston Business Journal recognized Comcast multiple times with its prestigious “Best Places to Work” award. Tracy has also held the role of Senior Vice President of Operations for Comcast Business, leading organizational effectiveness efforts across the company, as well as an interim post as Senior Vice President of Business Services for the Northeast Division in 2015.

Prior to joining Comcast in 2009, she held leadership positions at Charter Communications, AT&T Broadband, Time Warner Cable and Thomson Consumer Electronics. Tracy earned her Bachelor of Arts from Purdue University and graduated from Women in Cable Telecommunications’ (WICT) Betsy Magness Leadership Institute, the Harvard Business School Cable Executive Management Program, and Wharton Women’s Executive Leadership Program. She has also received multi-year recognition in CableFax’s “Most Powerful Women in Cable” issue and was profiled as one of six “Women Who Mean Business” in the Boston Business Journal.

Website | LinkedIn | Facebook | X (Twitter) | Tracy Pitcher LinkedIn

Topics Discussed in this Episode

00:00 Welcome to North Fulton Business Radio
01:18 Introducing Tracy Pitcher from Comcast Business
01:33 Exploring Comcast Business’s Offerings and Innovations
04:01 Comcast’s Impact and Investments in the Metro Atlanta Market
07:33 The Competitive Edge of Comcast Business Mobile
09:40 Addressing the Digital Divide with Comcast Initiatives
11:42 Comcast’s DEI and Multicultural Efforts
14:47 Security Solutions for Businesses by Comcast
18:04 Closing Remarks and Community Announcements

Casa Nuova is a proud family owned and operated restaurant, serving classic, authentic and traditional Italian cuisine and top tier hospitality since 1998.

Casa Nuova is a cook-to-order kitchen, serving traditional fare including pasta, chicken, seafood, veal and vegetarian and gluten-free options plus daily specials. They are a farm-to-table establishment, meaning that in the summertime, they cultivate their own vegetables in their garden, steps away from the restaurant, including tomatoes, corn, peppers, zucchini, sunflowers and more!

Website | LinkedIn | Facebook | Instagram

SPECIAL EVENT: Join everyone as Casa Nuova for their annual Casa Nuova Block Party on Sunday, April 28 from 2 PM to 5:30 PM!

Complimentary food, music, and fun for the whole familia! It’s their way of saying thank you to the amazing community that they love to serve!

Donations will benefit Purple Pansies, which is dedicated to raising funds for pancreatic cancer research and providing emergency grants to individuals and families battling the disease.

Rain or shine, we hope to see you there!

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.

Bob King, First Horizon Bank, Erik Christensen, Bulldog Movers, and Danny Vander Maten, Cresa Atlanta

April 25, 2024 by John Ray

Bob King, First Horizon, Erik Christensen, Bulldog Movers, and Danny Vander Maten, Cresa Atlanta, with Bill McDermott, The Profitability Coach

North Fulton Studio

Bob King, First Horizon Bank, Erik Christensen, Bulldog Movers, and Danny Vander Maten, Cresa Atlanta

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Bob King, First Horizon Bank, Erik Christensen, Bulldog Movers, and Danny Vander Maten, Cresa Atlanta (ProfitSense with Bill McDermott, Episode 57)

This episode of ProfitSense with host Bill McDermott features discussions on business banking, building a moving and storage company, and tenant representation in real estate. Bob King, First Horizon Bank, explains the nuances of borrowing for businesses and the significance of choosing the right bank. Erik Christensen from Bulldog Movers shares insights on building a reputable moving service and the importance of diversification. Danny Vander Maten from Cresa discusses the evolution of tenant representation and the crucial aspect of aligning real estate strategies with business goals.

Bill concludes the show with a commentary on the “X factor” in leadership.

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 Studio of Business RadioX® in Alpharetta.

Bob King, Middle Market Banking, First Horizon Bank

Bob King is a commercial banker with 35 years of experience working with C-Level executives of closely held and public companies. Bob specializes in delivering strategic advice and financial tools to help business owners achieve financial success and long-term security. He is a powerful force in the workplace and uses his energy to encourage others to work hard and succeed. If you have any questions or would like additional information, he can be reached at 818-309-8838.

First Horizon Corp.

First Horizon Corp. (NYSE: FHN), with $81.8 billion in assets as of March 31, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

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

Erik Christensen, Bulldog Movers

Erik Christensen is the CEO of Bulldog Movers. Bulldog Movers is a full-service moving, storage and logistics company. With its three wholly owned subsidiaries, Buckhead Movers, Classic Design Services and CV Fine Arts Services, they provide the broadest range of local, long-distance and international services in the Southeast.

In addition to traditional high quality moving and storage that includes both residential and office and industrial moving and storage they also provide; last mile delivery and installation for decorators, designers and furniture dealers, fine arts storage, delivery and installation (they are the only approved fine arts storage location approved by both AXA and the Chubb Group), they are an approved TSA screening facility allowing us to deliver high value shipments directly the airport grounds without additional uncrating and screening, they provide high quality and fine arts custom crating suitable for international customs clearance, they have a full wood shop, furniture restoration shop and paint booth to restore and refinish fine furniture and they provide art framing and restoration.

Bulldog Movers knows of no moving and storage company in the United States that provides all of these services under one roof.

Website | LinkedIn | Instagram | Erik’s LinkedIn

Danny Vander Maten joined Cresa in 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.

Danny is also the host of 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. The show series can be found on all the major podcast platforms, as well as the Business RadioX® network. Follow this link for the show archive.

Connect with Danny: LinkedIn | Twitter

Cresa Atlanta

Cresa is the world’s premier advisory firm that exclusively represents occupiers and specializes in the delivery of fully integrated real estate solutions. With more than 1000 employees, their purpose is to think beyond space, strengthen those they serve, and enhance the quality of life for our clients. Delivered across every industry, Cresa’s services include transaction management, workplace solutions, project management, consulting, lease administration, technology, investment banking and capital markets, and portfolio solutions. In partnership with London-based Knight Frank, Cresa provides service through 16,000 people across 380 offices in 51 territories.

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

Topics Discussed in this Episode

00:00 Welcome to Profit Sense: Introducing the Show and Guests
01:31 Demystifying Banking for Business Owners with Bob King
05:02 The Dynamics of Banking: Large vs. Small Banks
11:44 Insights on Becoming Bankable and Accessing Capital
20:21 Erik Christensen’s Journey to CEO of Bulldog Movers
25:20 Diving into the World of Moving and Storage Services
27:13 Entrepreneurial Insights and Diversification Strategies
28:47 The Power of Networking and Community Involvement
32:52 Exploring the Real Estate Leasing Market with Danny Vander Maten
38:45 The Importance of Tenant Representation in Real Estate
48:53 Leadership Insights and the “X Factor” in Leadership

About ProfitSense and Your Host, 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.

Inspiring Future Tech Leaders Through a Unique Partnership, with Michele Curtis, Fiserv, and Ehab Jaleel, Amana Academy

April 23, 2024 by John Ray

Michele Curtis, Fiserv, Kali Boatright, GNFCC, and Ehab Jaleel, Amana Academy

North Fulton Studio

Inspiring Future Tech Leaders Through a Unique Partnership, with Michele Curtis, Fiserv, and Ehab Jaleel, Amana Academy

00:00 /

Inspiring Future Tech Leaders Through a Unique Partnership, with Michele Curtis, Fiserv, and Ehab Jaleel, Amana Academy

On this episode of GNFCC 400 Insider, host Kali Boatwright highlights a special collaboration between Fiserv, a leader in financial services technology worldwide, and Amana Academy, a charter school in Alpharetta that specializes in STEAM education for fifth through eighth graders. Guests Michele Curtis, Vice President of Corporate Communications at Fiserv, and Ehab Jaleel, Executive Director of Amana Academy, discuss the inception and objectives of the Future Techies program, its impact on students and the local community, expectations from the students, and the broader implications for talent development and workforce readiness in North Fulton. Michele and Ehab also share insights into the program’s development, hands-on learning experiences, and the crucial role of industry-education partnerships in fostering the next generation of FinTech leaders.

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

Michele Curtis, Fiserv, Inc.

As Vice President of Corporate Communications at Fiserv, Michele leads strategic communications programs that drive associate engagement, brand strategy and corporate culture. With more than 20 years of corporate communications experience, Michele currently serves as the executive director of Future Techies, an afterschool STEAM program conducted in partnership with Amana Academy.

Prior to joining Fiserv in 2018, Michele served as Director of Global Corporate Communications at Verifone, where she led executive and internal communications, public relations, mergers and acquisitions, change management, message development, brand building and crisis communications. She has also held a variety of roles, managing global, national and regional brands such as The Home Depot, Macy’s and a range of B-to-B and retail clients.

Michele holds a bachelor’s degree in communications and English literature from the University of Texas at El Paso. She is a member of the Rotary Club of Alpharetta, the Greater North Fulton Chamber of Commerce, the International Association of Business Communicators, PayTech Women, and the Technology Association of Georgia.

Fiserv, Inc.

Fiserv, Inc., a Fortune 500 company, aspires to move money and information in a way that moves the world. As a global leader in payments and financial technology, the company helps clients achieve best-in-class results through a commitment to innovation and excellence in areas including account processing and digital banking solutions; card issuer processing and network services; payments; e-commerce; merchant acquiring and processing; and the Clover® cloud-based point-of-sale and business management platform. Fiserv is a member of the S&P 500® Index and has been recognized as one of Fortune® World’s Most Admired Companies™ for nine of the last 10 years.

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

Ehab Jaleel, Executive Director, Amana Academy Charter Schools

Ehab Jaleel has a zeal for pursuing innovation and mobilizing new ventures with an eye toward making a difference in his community and the world. He aspires to be a “weaver”—building community connections and weaving a rich social fabric.

A graduate of the Leadership Atlanta class of 2016, Ehab is a corporate professional turned nonprofit leader/educator. He is Executive Director of Amana Academy Charter Schools, an emerging network of metro-Atlanta public schools. He co-founded Amana’s flagship school in 2005 in Alpharetta, GA, a STEM-themed EL Education credentialed Title-1 school that is among the highest performing schools in Georgia. Amana’s first replica school is in partnership with the Girl Scouts of Greater Atlanta at their Camp Timber Ridge.

Ehab’s education and community focus extends to a number of organizations, including the Greater North Fulton Chamber of Commerce’s Tech400 Committee, the Advisory Council for North Fulton Community Charities, as a board member of the Atlanta International Night Market, and as a Regional Director for the Georgia Tech President Scholars Selection Committee. He led the governance committee on the Board of Directors for the Georgia Charter Schools Association, and he served as a board member at U-Beyond, a youth mentorship & professional development organization.

In 2014 Ehab was included in the list of Georgia’s 100 Most Influential Muslims; and in 2015, The Alif Institute recognized him with the Arab American High Achiever award.

Born in Jordan, Ehab immigrated to the United States at the age of six and resided in Albany, NY, until his family moved to Florida’s Tampa Bay area. He has also lived in Louisville, KY while working for General Electric, but most of his adult life has been in metro Atlanta, where he earned degrees in Mechanical Engineering and Applied Psychology from the Georgia Institute of Technology, and where he worked at The Coca-Cola Company’s headquarters in operational marketing and innovation roles for fifteen years.

Ehab resides in Milton, Georgia, with his wife, Lara ‘Lemiya’ Alexander. They have three adult daughters, the eldest an equestrian, the second a veteran of the U.S. Army’s 82nd Airborne Division, and the youngest attending his alma mater studying Environmental Public Policy and minoring in Japanese. He is a foodie who enjoys global travel, fitness, outdoor adventure, and following Formula 1 racing.

Amana Academy Charter Schools

Amana Academy is a K–8 tuition-free public charter school open to all students who are eligible to attend Fulton County Schools.

The Georgia Department of Education and the Fulton County Schools system approved the establishment of Amana Academy’s Alpharetta campus in 2005. Amana is now one of Georgia’s most well-regarded charter schools.

Amana chose the Harvard-based EL Education (Expeditionary Learning) model* because of its equal emphasis on academic achievement and character education. With high standardized test scores, an integrated STEM curriculum, a focus on stewardship and ethical character, and Arabic world-language instruction across all grade levels, Amana is a success story in the world of whole-child education.

Website | LinkedIn | Facebook | Twitter

Topics Discussed in this Episode

00:00 Welcome to GNFCC 400 Insider: Fostering STEAM Education and Future Tech Leaders
01:00 Exploring the FISERV and Amana Academy Partnership
01:31 Guest Backgrounds and Program Involvement
03:30 Understanding FinTech and Its Importance
07:04 The Future Techies Program: A Deep Dive
11:49 Impact and Aspirations: Building Future Leaders
23:42 Expanding the Talent Pipeline: A Community Effort
27:27 Closing Thoughts and How to Learn More

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.

Rich Simons, Co-Founder and Partner, EDGE Business Systems

April 17, 2024 by John Ray

Danny Vander Maten, Cresa Atlanta, and Rich Simons, EDGE Business Systems

Executive Perspective

Rich Simons, Co-Founder and Partner, EDGE Business Systems

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Rich Simons, Co-Founder and Partner, EDGE Business Systems (Executive Perspective, Episode 12)

Rich Simons, co-founder and partner of EDGE Business Systems, discusses his transition from civil engineering to co-founding a document technology solutions company on this episode of Executive Perspective, with host Danny Vander Maten from Cresa. Rich discusses the challenges and motivations behind starting EDGE, the evolution of the office equipment industry towards technology and software, and the importance of ethical sales practices and customer relationship management. He emphasizes the value of continuous self-improvement, staying motivated by overcoming financial challenges, and the role of honesty and relationships in sales success. The conversation also explores the importance of adapting to change and never settling, both personally and professionally.

Executive Perspective is sponsored and presented by Cresa Atlanta. The show is produced by John Ray and the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Rich Simons, Co-Founder and Partner, EDGE Business Systems

As a founding partner at EDGE Business Systems in Roswell, GA, Rich exemplifies a tenacious ‘Wolf Mentality’ that drives his professional and personal pursuits. With an engineering background, he expertly navigates the complexities of office technology, delivering bespoke solutions that boost efficiency for a diverse clientele.

Rich is dedicated to surpassing client expectations, fostering relationships that enhance customer experiences. His dedication to excellence and innovation at EDGE motivates his team to pursue continuous improvement.

Rich is also committed to personal growth, maintaining a vigorous fitness regimen, promoting a healthy lifestyle, and setting a strong example for his family and colleagues.

In every endeavor, Rich ensures that EDGE Business Systems stands out in the industry, recognized for aggressive, effective solutions and unmatched professionalism.

EDGE Business Systems

EDGE Business Systems, headquartered in Roswell, GA, is the foremost provider of office equipment solutions in Georgia and across the Southeast. Known for outstanding manufacturer and software partnerships, EDGE offers tailored solutions that perfectly meet the specific needs of any organization.

Committed to innovation, EDGE is redefining how companies manage, streamline, and protect their business processes and document technologies. Their extensive expertise and strong industry relationships enable them to surpass client expectations, delivering cutting-edge technology that enhances efficiency and cost-effectiveness.

Whether enhancing document management, optimizing printing services, or securing digital processes, EDGE Business Systems is a reliable partner that organizations trust. They ensure each solution is not only customized but also seamlessly integrates with existing workflows to boost productivity and reduce expenses.

Discover why EDGE Business Systems is the regional leader in office technology solutions and experience their transformative approach.

Website | LinkedIn | Facebook | Instagram | YouTube

Topics Discussed in this Episode

00:00 Welcome to Executive Perspective
00:48 Meet Rich Simons: Co-Founder of EDGE Business Systems
02:21 Rich’s Unexpected Journey into the Copier Business
05:18 The Challenges and Triumphs of Growing EDGE
06:29 Evolving with the Industry: From Copiers to Document Technology Solutions
07:51 Ethics and Sales: Navigating the Industry with Integrity
09:28 Cultivating a Successful Sales Team at EDGE
16:57 Leveraging Technology in Sales and CRM Adoption
18:00 Embracing Change and the Role of Technology
18:23 The Importance of CRM in Sales
19:02 Expanding Business Through Partnerships
19:52 Customer Relationship Management Strategies
21:14 Handling Objections and Building Trust
23:04 The Ethical Sales Approach
24:53 Building a Reputation in Sales
28:26 Advice for Aspiring Sales Professionals
30:06 Never Settle: The Key to Professional Growth
31:15 Defining a Great Day in Sales
32:12 Closing Remarks 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.

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 | Twitter

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen (The Exit Exchange, Episode 17)

Maria Forbes, President, XPX Atlanta

Anthony Chen, President-Elect, XPX Atlanta

Topics Discussed in this Episode

The Exit Planning Exchange Atlanta

The Dance of Awareness: Understanding the Law of Attraction, Part One (Hello, Self… Episode 41)

About Hello, Self…

Patricia Leonard, Host of Hello, Self…

Connect with Patricia:

Dr. Marc Funderlich, Regenerative Cell Therapy Management Corporation (LaserLife Insights, Episode 7)

Dr. Marc Funderlich Jr., Co-Founder, Regenerative Cell Therapy Management Corporation

Regenerative Cell Therapy Management Corporation

Topics Discussed in this Episode

About LaserLife Insights and Your Host, Pete Cousins

About Summus Medical Laser

BONUS EPISODE: The FTC Torpedoes Non-Competes (Litigators Lounge, Episode 10)

Topics Discussed in this Episode

About Litigators Lounge

Jackie Voronov, Partner, Hall Booth Smith

Shylie Bannon, Partner, Hall Booth Smith

About Hall Booth Smith, P.C.

Disclaimer

Unlocking Incremental Innovation in Small and Medium-Sized Businesses, with Thomas Storteboom, i2e Solutions (North Fulton Business Radio, Episode 766)

Thomas Storteboom, i2e Solutions

Topics Discussed in this Episode

About North Fulton Business Radio and host John Ray

Elevating Business Connectivity and Community Support, with Tracy Pitcher, Comcast Business (North Fulton Business Radio, Episode 765)

Tracy Pitcher, Comcast Business

Topics Discussed in this Episode

About North Fulton Business Radio and host John Ray

Bob King, First Horizon Bank, Erik Christensen, Bulldog Movers, and Danny Vander Maten, Cresa Atlanta (ProfitSense with Bill McDermott, Episode 57)

Bob King, Middle Market Banking, First Horizon Bank

First Horizon Corp.

Erik Christensen, Bulldog Movers

Danny Vander Maten, Cresa Atlanta, and the Host of Executive Perspective

Cresa Atlanta

Topics Discussed in this Episode

About ProfitSense and Your Host, Bill McDermott

Inspiring Future Tech Leaders Through a Unique Partnership, with Michele Curtis, Fiserv, and Ehab Jaleel, Amana Academy

Michele Curtis, Fiserv, Inc.

Fiserv, Inc.

Ehab Jaleel, Executive Director, Amana Academy Charter Schools

Amana Academy Charter Schools

Topics Discussed in this Episode

About GNFCC and The GNFCC 400 Insider

Rich Simons, Co-Founder and Partner, EDGE Business Systems (Executive Perspective, Episode 12)

Rich Simons, Co-Founder and Partner, EDGE Business Systems

EDGE Business Systems

Topics Discussed in this Episode

About Executive Perspective

Danny Vander Maten, Host of Executive Perspective

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Executive Perspective