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Leveraging Technology Strategically, with James Brighton, TMG

March 22, 2024 by John Ray

James Brighton, TMG
North Fulton Business Radio
Leveraging Technology Strategically, with James Brighton, TMG
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James Brighton, TMG

Leveraging Technology Strategically, with James Brighton, TMG (North Fulton Business Radio, Episode 754)

James Brighton with TMG joined host John Ray on this episode of North Fulton Business Radio to discuss critical aspects of technology management and optimization in business. James offered insights on assisting businesses in optimizing their IT spending and making strategic technology purchases, especially in the wake of tightened budgets post-COVID-19. James shared how vendors manipulate the technology purchasing process to their advantage and how TMG approaches this by being customer-centric and agnostic to solutions. James highlights major technology themes like cybersecurity, detailing the magnitude of the threat and the common pitfalls companies face, such as unpreparedness and ego. He also touches upon the challenges of cyber insurance policies becoming more restrictive and expensive due to the rising prevalence of cybercrime. The episode wraps up with James expressing skepticism about the widespread applicability of AI for businesses outside the Fortune 50, due to resource constraints.

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.

James Brighton, Technology Solutions Advisor, TMG

James Brighton is a Technology Solutions Advisor with TMG, formerly The McCracken Group.

TMG serves as a technology acquisition partner for their clients by engaging with and helping organizations and IT leaders understand all the disruptive technologies that exist today. TMG challenges the status quo of “traditional” VAR’s, ISV’s, and technology resellers. As an organization, they continually train and search for what is trending, where the markets are going, and what types of technologies are emerging—from cloud to cybersecurity to next-gen connectivity like SD-WAN.

The laser-focused role that TMG fills with their clients is to enable better technology purchasing decisions using proprietary tools, impartial and neutral research, and client consultations coupled with TMG’s comprehensive engineering experience. The client experience is continued from the purchasing decision through their complete care, starting with contract negotiation, solution implementation, and total life-cycle management with project management and full in-house Tier 1 support included. TMG’s clients look to them to bring clarity and understanding through their exhaustive analysis, purchase guidance, and vendor management to offer business solutions.

James Brighton LinkedIn | Connect with TMG:  Website | LinkedIn | Instagram | Facebook | X (Twitter)

Topics Discussed in this Interview

00:00 Welcome to North Fulton Business Radio
01:24 Introducing James Brighton from TMG
01:31 Optimizing IT Spend and Strategic Technology Purchasing
02:24 James Brighton’s Unexpected Journey into Tech
04:55 The Importance of Being Customer-Centric in Tech Consulting
06:43 Navigating the Complex World of Technology Purchasing
13:43 The Alarming Reality of Cybersecurity Threats
18:37 The Growing Challenge of Cyber Insurance and Compliance
21:50 AI in Business: Hype vs. Reality
24:58 Who Benefits from TMG’s Services?
28:32 How to Connect with James Brighton and TMG
29:17 Closing Thoughts

About North Fulton Business Radio and host John Ray

With over 750 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 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
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

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

 

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 $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.

Tagged With: AI, cybersecurity, James Brighton, John Ray, North Fulton Business Radio, Technology, Technology Solutions, TMG

Mike Gainor, Carolina Handling

March 21, 2024 by John Ray

Mike Gainor, Carolina Handling
Executive Perspective
Mike Gainor, Carolina Handling
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Mike Gainor, Carolina Handling

Mike Gainor, Carolina Handling (Executive Perspective, Episode 11)

Executive Perspective host Danny Vander Maten welcomed Mike Gaynor to discuss his work at Carolina Handling. The discussion covered Gaynor’s career journey from Auburn University to leading sales and marketing at Carolina Handling, a company specializing in warehouse automation and material handling solutions. They delved into the impact of COVID-19 on business operations, the rise of AI and automation in the industry, and the company’s rapid growth and adaptation to the booming demand for warehousing in the Southeast. Gaynor also shared insights into Carolina Handling’s service model, the benefits of having Toyota as a parent company, and the company’s commitment to philanthropy and community engagement.

Executive Perspective is underwritten 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.

Mike Gainor, Executive Vice President, Carolina Handling

Mike Gainor, Carolina Handling
Mike Gainor, Carolina Handling

Mike Gainor was named Executive Vice President of Sales at Carolina Handling, LLC in April 2019. He joined the Charlotte, North Carolina-based company in 2010 as a sales representative, and the next year, he was promoted to regional sales manager, overseeing the company’s Georgia, Alabama and Florida regions. He was named vice president of sales in 2016.

In his current role, Gainor oversees Carolina Handling’s sales and marketing teams and the company’s Intralogistics Solution Group, a team of consultants and engineers that design and install integrated, automated solutions for warehouses, manufacturing facilities and distribution centers.

Prior to joining Carolina Handling, Gainor worked for five years in a variety of sales and operations roles for Penske Truck Leasing.

A native of Philadelphia, Pennsylvania, Gainor spent most of his childhood in Miami, Florida. A graduate of Auburn University in Auburn, Alabama, Gainor resides in Fayetteville, Georgia, with his wife, Haley, and their children, Kendall, Grayson, Ford and Jack.

LinkedIn

Carolina Handling

Founded in 1966, Carolina Handling is one of the Southeast’s leading material handling solution providers and the exclusive Raymond Solutions and Support Center for North Carolina, South Carolina HandlingCarolina, Georgia, Alabama and Florida’s Central time zone territory. The company provides lift trucks and automation solutions for warehouses and distribution centers, as well as parts, racking, storage, lighting and dock and door equipment.

Headquartered in Charlotte, NC, Carolina Handling operates branch offices in Atlanta, GA, Birmingham, AL, Greensboro, NC, Raleigh, NC and Greenville, SC, and an Equipment Distribution Center in Piedmont, SC. The company has more than 780 associates.

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

Topics Discussed in this Interview

00:00 Welcome to Executive Perspective
00:52 Introducing Mike Gaynor from Carolina Handling
01:14 Mike Gaynor’s Journey: From Auburn to Carolina Handling
03:28 The Evolution of Carolina Handling
04:37 Adapting to Industry Booms and Challenges
13:04 The Impact of AI and Automation on the Industry
23:00 Carolina Handling’s Philanthropic Efforts
26:24 Personal Insights and Future Aspirations
28:43 Wrapping Up with Final Thoughts
30:09 Closing Remarks and Credits

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.

Danny Vander Maten, Host of Executive Perspective

Danny Vander Maten, Senior Vice President – Tenant Representation, Cresa, and Host of Executive Perspective

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

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

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

Connect with Danny: LinkedIn | Twitter

Connect with Cresa: Website | LinkedIn | Facebook | Instagram | Twitter

 

Tagged With: Carolina Handling, Cresa Atlanta, Danny Vander Maten, distribution, Executive Perspective, Logistics, materials handling, Mike Gainor, warehousing

From Pressure to Peace as an Expat CEO, with Bernadette Harris, The BTB Advisory Firm

March 20, 2024 by John Ray

Bernadette Harris, The BTB Advisory Firm
North Fulton Studio
From Pressure to Peace as an Expat CEO, with Bernadette Harris, The BTB Advisory Firm
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Bernadette Harris, The BTB Advisory Firm

From Pressure to Peace as an Expat CEO, with Bernadette Harris, The BTB Advisory Firm

Bernadette Harris, the owner of The BTB Advisory Firm, joined host John Ray to share her unique entrepreneurial journey. Bernadette shared insights from starting her tax preparation and bookkeeping business in 2001, evolving into a forensic accountant and a certified fraud examiner dedicated to aiding small businesses. Her narrative includes navigating the successes and challenges of entrepreneurship, the pressure that built up over the years, how the pandemic amplified that pressure, and a health scare that led to a pivotal decision to drastically cut down her client list. Bernadette also discussed her transition towards a CEO role, moving out of day-to-day operations, and her move to Mérida, Mexico, to live as an expat. This move, she emphasized, was a crucial step in reshaping her business to focus on providing comprehensive services to a curated list of clients, significantly contributing to her firm’s evolution and her personal rejuvenation.

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

Bernadette L. Harris, Founder and CEO, The BTB Advisory Firm

Bernadette L. Harris is the CEO and Forensic Accountant at The BTB Advisory Firm, a small business accounting firm focused on helping entrepreneurs make confident financial decisions and propel their businesses forward. With over 20 years of experience, she has helped numerous small business leaders gain a handle on their finances, understand their financial picture, and positively impact their bottom line.

Bernadatte is not only an award-winning tax and forensic accountant, but she is also a bestselling author and keynote speaker. She holds an MBA from Keller Graduate School of Management and an MS from Carlow University. Her professional certifications include Certified Fraud Examiner and QuickBooks Certified ProAdvisor.

Bernadette is passionate about empowering small business owners with financial literacy and expertise. Through her firm, she provides high-quality financial data, advice, and strategies to help clients make informed decisions and achieve long-term success. Her clients praise her ability to ease their fears, help them understand their financial picture, and positively impact their profits.

With a strong educational background, professional certifications, and decades of experience, Bernadette has established herself as a trusted advisor and advocate for small business owners seeking financial guidance and growth.

Website | LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Welcome to The Price and Value Journey with Bernadette Harris
01:44 The Evolution of Bernadette’s Accounting Firm
04:02 Navigating the Pandemic: Challenges and Growth
06:14 A Personal Health Crisis Leads to Major Changes
10:43 Strategic Business Shifts and Becoming an Expat
15:44 The Difficult Decision to Let Go of Clients
20:46 Revamping the Team and Embracing Remote Work
22:59 Embracing Remote Work and Flexibility
24:07 The Power of Location Independence
25:59 The Role of Coaching in Business Transformation
28:40 Stepping into the CEO Role: A New Leadership Paradigm
32:33 Navigating Business and Personal Growth from Mexico
38:23 Envisioning the Future: Business Evolution and Client Relationships
42:21 Connecting with Bernadette
43:17 Closing Thoughts

About The Price and Value Journey

The title of this show describes the journey all professional service providers are on: building a service 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 a price 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 750 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: advisory services, Bernadette Harris, BTB Advisory Firm, CPa, expat, John Ray, Mexico, Price and Value Journey, pricing, professional services, professional services providers, solopreneurs, value, value pricing

Strategies for Business Success with Laura Wagenknecht, Mosaic Business Consulting

March 19, 2024 by John Ray

Mosaic Business Consulting
Hello, Self . . .
Strategies for Business Success with Laura Wagenknecht, Mosaic Business Consulting
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Mosaic Business Consulting

Strategies for Business Success with Laura Wagenknecht, Mosaic Business Consulting (Hello, Self… Episode 39)

In this episode of Hello, Self… , host Patricia Leonard welcomed guest Laura Wagenknecht, founder and CEO of Mosaic Business Consulting.

The conversation delved into Laura’s journey from feeling burnt out in nonprofit work to establishing her own successful business consulting firm. She shared insights on the importance of self-discovery, leveraging past experiences, and the unique challenges women and minorities face in the business world.

She and Patricia also discussed the critical distinction between coaching and consulting, the impact of imposter syndrome, and practical strategies for small business owners to plan, market, and grow their businesses effectively.

Laura’s story reflected the power of authenticity, the value of supporting women and minority-owned businesses, and the transformative moments that can lead to fulfilling entrepreneurship.

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

Laura Wagenknecht, Founder and CEO, Mosaic Business Consulting

Laura Wagenknecht, Owner, Mosaic Business Consulting

Laura Wagenknecht, Owner of Mosaic Business Consulting, is an award-winning, experienced Author, Business Consultant, Planner, Strategist, and Certified Executive Coach. With more than 30 years of professional experience, and as a former and current CEO, she is clear about the big
picture and the many pieces that comprise a business and can determine where the gaps are that could help your business grow more quickly and successfully.

Laura specializes in working with women and minority-owned businesses, especially those who are in healthcare, coaching, consulting, and counseling industries. She believes our diverse coaching practices provide a critical and beautiful contribution to the business community. With compassion, wisdom, and expertise, she can help her clients create the business and the success they have envisioned.

To date, Laura has helped hundreds of businesses throughout the area and other states to start
and scale their businesses for greater profits. In one year, she was able to help numerous
businesses acquire over $1 Million of needed funding to start and expand their
companies. And, she was the 2022 award winner of Best in Business for the Asheville Area
Chamber of Commerce!

She chose the name Mosaic Business Consulting because a mosaic is a collection of small pieces
that, when put together, create a beautiful picture. She did so with several things in mind: the
mosaic of businesses and industries she serves, most importantly, the mosaic of her clientele, and
her mosaic of background and experience.

Company website | LinkedIn | Facebook | Instagram

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: business success, Coaching, Consultant, Hello Self Podcast, High Heels Cabaret, Laura Wagenknecht, Mosaic Business Consulting, Patricia Leonard, Patricia Leonard & Associates

What is The Generosity Mindset™?

March 19, 2024 by John Ray

What is The Generosity Mindset™?
North Fulton Studio
What is The Generosity Mindset™?
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What is The Generosity Mindset™?

What is The Generosity Mindset™?

Host John Ray discusses how adopting what he calls The Generosity Mindset leads to better business development and pricing strategies and outcomes. This podcast episode revolves around his book The Generosity Mindset, which suggests that focusing on others’ needs and cultivating empathy, compassion, and collaboration leads to personal and business success. Ray critically examines negative self-defeating mindsets like imposter syndrome and scarcity mindset, proposing that success stems from a generous approach to client relationships and service. He argues that basing service pricing on the value that customers perceive rather than the service provider’s assessment of value improves client relationships, business growth, and pricing.

This episode was adapted from the November 16, 2023 edition of John’s newsletter, The Price and Value Journey.

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

Topics Discussed in this Episode

00:00 Welcome to the Price and Value Journey
00:19 The Genesis of The Generosity Mindset
02:01 Exploring the Generosity Mindset
02:48 Applying the Generosity Mindset in Business
04:31 The Generosity Mindset: A Path to Better Pricing
06:45 The Irony and Impact of the Generosity Mindset
08:20 Introducing The Generosity Mindset Book
08:41 How to Connect and Learn More

About The Price and Value Journey

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

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

The show is 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 750 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 Bestselling 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: Author, John Ray, Price and Value Journey, professional services firms, professional services providers, The Generosity Mindset, The Price and Value Journey

Nathan Miller, Atlantic Consulting Solutions, and Carl Nicpon, Marsh Creek Advisors

March 19, 2024 by John Ray

Anthony Chen, Lighthouse Financial, Nathan Miller, Atlantic Consulting Services, and Carl Nicpon, Marsh Creek Advisors
Family Business Radio
Nathan Miller, Atlantic Consulting Solutions, and Carl Nicpon, Marsh Creek Advisors
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Anthony Chen, Lighthouse Financial, Nathan Miller, Atlantic Consulting Services, and Carl Nicpon, Marsh Creek Advisors
Host Anthony Chen, Lighthouse Financial, Nathan Miller, Atlantic Consulting Services, and Carl Nicpon, Marsh Creek Advisors

Nathan Miller, Atlantic Consulting Solutions, and Carl Nicpon, Marsh Creek Advisors (Family Business Radio, Episode 55)

Family Business Radio host Anthony Chen was joined on this episode by business consultant Nathan Miller and M&A advisor Carl Nicpon. Nathan Miller, Atlantic Consulting Solutions, talked about the routes to business growth that strategic consulting and culture development create. He shared his journey into business consulting and emphasized the importance of investing in people, structuring for growth, and developing a clear company culture. Carl Nicpon of Marsh Creek Advisors focused on the process of preparing for and executing a successful business exit or sale. He shared his personal experience with selling a family business, explained common misconceptions about business valuation, and introduced the concept of a “second bite of the apple.” The episode underscores the value of seeking expert guidance early on for both achieving sustainable business growth and navigating the intricacies of selling or transitioning a business.

Anthony closed the show with a commentary on why it’s vital that you not be afraid to ask for help.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Nathan Miller, Atlantic Consulting Solutions

Nathan Miller, Atlantic Consulting Solutions
Nathan Miller, Atlantic Consulting Solutions

Nathan Miller is a global leader with over 25 years of international experience across 11 countries and fluency in four languages. He holds licentiate degrees from universities in Europe.

Leveraging his background in strategic management, organizational development, leadership coaching, and training, Nathan has served in diverse leadership roles, including business management in full-service marketing agencies, management roles in construction companies, and also as a National Director for a global non-profit organization and editor-in-chief of a website in Rome, Italy. He also brings experience in education, counseling, and real estate.

Nathan is passionate about applying his global perspective and diverse expertise to help business owners grow and thrive.

Outside of work, Nathan enjoys basketball, woodworking, and hiking with his wife.

LinkedIn

Atlantic Consulting Solutions

Atlantic Consulting Solutions (ACS) provides strategic business consulting tailored to the needs of small businesses that are growing or seek to grow. With over 20 years of experience, their team of MBAs and former executives has assisted over 250 businesses across nearly 40 industries.  They understand the real complexities a small business owner goes through and are experts and masters of overcoming those challenges.

Their holistic approach and methodology set us apart. They offer complete guidance, from developing your vision to implementing it successfully. This includes strategy, management, financial, and organizational consulting. They have expertise across all aspects of business, including strategy, finance, operations, HR, and more.

ACS has helped clients raise over $145 million in capital, negotiate major deals, restructure organizations, improve culture, and provide effective transition leadership.

As your trusted advisor, ACS provides in-depth strategic advice to support important decisions. Your success as a business owner and leader is theirs as a company. They understand the complexities organizations at this stage face and draw from real executive experience to provide tailored solutions.

ACS has worked on business model improvements, financial structuring, organizational restructuring, raising capital and obtaining large credit lines and loans. They have also significantly improved company cultures in toxic environments, trained executives/managers to become great leaders, helped companies merge, helped companies acquire others and sell themselves for double the original offer, transitioned COOs, created successful revenue models, and helped negotiate large deals. Finally, they are bilingual consultants who understand the complexities of cultures and approaches.

Website | LinkedIn | Instagram | Facebook | YouTube

Carl Nicpon, Managing Director, Marsh Creek Advisors

Carl Nicpon, Marsh Creek Advisors
Carl Nicpon, Marsh Creek Advisors

Carl Nicpon is an entrepreneur at heart. He was the third-generation owner of a wedding services provider with 14 locations and 200 employees. Carl led the effort to sell the 50-year-old business in a private equity roll-up of the industry, and his first-hand experience gives him an unparalleled understanding of what it’s like for a business owner to bring their company to market and negotiate a successful exit.

Carl is also an Adjunct Professor in the Executive MBA program at the University of Georgia and serves on the Board of the Shore Entrepreneurship Center at Kennesaw State University. He is the Founder of Brio Business Academy, dedicated to guiding business owners as they launch and grow their businesses. He is passionate about education because he believes that business owners make better decisions when they know how and why things work (or don’t!).

Carl graduated from the University of Notre Dame, holds an MA from the University of Chicago, an MBA from the University of Georgia, and an M.Ed. from the University of Loyola. He and his wife live in Dunwoody and have two sons who attend the Georgia Institute of Technology.

LinkedIn

Marsh Creek Advisors

Marsh Creek is an M&A and business brokerage firm helping lower middle market business owners sell with confidence. Our typical clients are business owners with annual revenue between $5 and $75 million. While we are based in the Southeast, we proudly serve clients nationwide.

Marsh Creek is proud to partner with the Bristol Group, a network of over 20 advisors from across the country. While leveraging this broad pool of experienced advisors, we remain committed to providing you with a high-touch, high-service approach that is customized to your unique needs. We firmly believe that teamwork is essential to ensuring a successful and fulfilling sales experience for our clients.

The Marsh Creek team is comprised of former business owners who are honored to partner with you on your path to sale. It’s our goal to ensure the largest financial transaction of your life is done right.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Welcome to Family Business Radio
00:39 Nathan Miller’s Journey: From Nonprofit to Business Consulting
03:21 The Role and Impact of Business Consulting
05:22 Cultivating a Successful Business Culture
12:19 Strategic Planning and Organizational Structure for Growth
16:16 Recruiting the Right Team: Mission, Vision, and Values
17:12 Navigating Financial Challenges and Planning for the Future
22:37 Transitioning to Exit Planning: Carl Nicpon’s Story and Insights
28:40 The Pitfalls of a Single Buyer in Business Sales
29:29 Exploring the ‘Second Bite of the Apple’ Strategy
31:30 When to Consider the ‘Third Route’ for Your Business
33:44 Maximizing Business Value for Sale: Strategies and Mistakes
40:31 Enhancing Business Value: Positive Strategies and Practices
46:25 Expert Insights: Common Mistakes and Missed Opportunities in Business
52:00 Closing Thoughts: The Importance of Seeking Help and Building a Team

Host Anthony Chen, Lighthouse Financial, Nathan Miller, Atlantic Consulting Services, and Carl Nicpon, Marsh Creek Advisors

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

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

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

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

Tagged With: Anthony Chen, Atlantic Consulting Solutions, business broker, Carl Nicpon, Consultant, Family Business Radio, M&A, M&A Advisor, marsh creek advisors, Nathan Miller

Finding Advocates in Your Financial Journey, with Anthony Chen, Host of Family Business Radio

March 18, 2024 by John Ray

Finding Advocates in Your Financial Journey, Anthony Chen, Lighthouse Financial
Family Business Radio
Finding Advocates in Your Financial Journey, with Anthony Chen, Host of Family Business Radio
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Finding Advocates in Your Financial Journey, Anthony Chen, Lighthouse Financial

Finding Advocates in Your Financial Journey, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses the importance of not being afraid to take risks and finding advocates in the financial journey.

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

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

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

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

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

Tagged With: advocates, Anthony Chen, Family Business Radio, financial advisor, financial journey, Lighthouse Financial

Mark Beal, Instead of Flowers, Peter Faser, The Profitability Coach, and Andrew Henry, Childs Company

March 18, 2024 by John Ray

Childs Company
North Fulton Studio
Mark Beal, Instead of Flowers, Peter Faser, The Profitability Coach, and Andrew Henry, Childs Company
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Instead of Flowers, The Profitability Coach, Childs Company

Mark Beal, Instead of Flowers, Peter Faser, The Profitability Coach, and Andrew Henry, Childs Company (ProfitSense with Bill McDermott, Episode 56)

This episode of Profit Sense with host Bill McDermott featured insightful conversations with three outstanding business leaders, focusing on the importance of memorable gifting, better advisory services for business owners, and meticulous planning for business exits. Mark Beal, CEO of Instead of Flowers, shared his experience in the gourmet meal delivery sector, emphasizing the transformative power of meaningful corporate and individual gifting. Peter Faser has just joined Bill at The Profitability Coach, and he discussed why business owners need better advisory relationships in order to improve their profitability. Andrew Henry from Childs Company delved into the critical aspects of exit planning for business owners, underscoring the importance of early preparation, diversification of assets post-exit, and strategic tax planning to maximize the proceeds from a sale.

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

Mark Beal, CEO, Instead of Flowers

Mark Beal, Instead of Flowers
Mark Beal, Instead of Flowers

Mark Beal is the CEO and co-owner of Instead of Flowers. He leads the company in its 25th year, working to grow an established and respected company to serve more households and new markets.

Mark started as a customer of Instead of Flowers, having sent gourmet meals as gifts countless times as a financial advisor. He brings that level of service and relationships to the company and its team.

LinkedIn

Instead of Flowers

Instead of Flowers is your go-to source for homemade, chef-inspired meals to send to anyone on any occasion to show your appreciation, support, and love. Instead of Flowers reinvents how we all show care. We replace the fleeting beauty of flowers with restaurant-quality meals you can share with family or friends to create a unique experience. We come together by eating together. Instead of Flowers serves that need by providing quality meals at exactly the right time—whether that’s for a birthday, after a baby, after fighting an illness, or remembering a life.  It’s an experience—a meal that’s talked about, shared, and savored as something both delicious and memorable.

Website | Facebook | Twitter | Instagram | LinkedIn

Peter Faser, The Profitability Coach

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

Andrew Henry, CPA, CFP®, Partner, Childs Company

Andrew Henry, CPA, CFP®, Partner, Childs Company
Andrew Henry, Childs Company

Andrew joined Childs Company in 2014 after beginning his career at Ernst & Young, LLP, which is one of the four largest international professional services firms. Ultimately serving as a Senior Accountant in the Assurance practice, his experience includes working with the initial public offering (IPO) for a Fortune Global 100 company, encompassing debt and equity offerings. Additionally, he gained experience performing analytical procedures and extensive financial analysis for client financial statements.

Andrew is a Certified Public Accountant (CPA) and a Certified Financial Planner™ professional. He focuses on the firm’s strategic growth through business development and client satisfaction. Andrew is also responsible for leading the financial planning and business retirement plan advisory practices at Childs Company.

Andrew is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Andrew graduated from the University of Georgia with a Masters in Accountancy. Andrew actively supports Camp Horizon, a non-profit organization that serves foster care children in metro Atlanta. He lives in Peachtree Corners with his wife and two young sons, and enjoys golf, exercising and spending time outside with his family.

LinkedIn

Childs Company

Childs Company is a boutique private wealth management practice. They leverage their 40+ years of business experience and financial expertise to provide comprehensive financial planning and investment strategies to business owners, executives, retirees and young professionals.

Childs Company takes great pride in their fiduciary approach to serving their clients. As fiduciaries, they are obligated to put our clients’ interests above our own. They do not sell or provide proprietary products, and they do not receive undisclosed fees or commissions from any third parties.

Their clients share their values, appreciate their approach and rely on Childs Company to help them make the best financial decisions throughout their lives.

Website | LinkedIn | Facebook

Topics Discussed in this Episode

00:00 Welcome to ProfitSense
01:06 Spotlight on Instead of Flowers: Revolutionizing Corporate Gifting
12:48 Peter Faser: Banking Evolution and the Profitability Coach
25:24 Andrew Henry: Mastering Exit Strategies and Financial Planning
35:20 Bill McDermott comments on the Four Best Ways to Develop Leaders in Your Organization
37:25 Wrapping Up

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. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

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

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, 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 McDermott Financial Solutions on LinkedIn.

Tagged With: Andrew Henry, Bill McDermott, Childs Company, Instead of Flowers, Mark Beal, Peter Faser, ProfitSense, ProfitSense with Bill McDermott, The Profitability Coach

Inside the World of Data Centers, with Derek Siler, Flexential

March 18, 2024 by John Ray

Derek Siler, Flexential
North Fulton Business Radio
Inside the World of Data Centers, with Derek Siler, Flexential
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Derek Siler, Flexential

Inside the World of Data Centers, with Derek Siler, Flexential (North Fulton Business Radio, Episode 753)

In this episode of North Fulton Business Radio, host John Ray interviewed Derek Seiler from Flexential, a company that provides data center infrastructure services. They discussed the importance of data centers, how Flexential helps businesses manage their data, and the significance of having data centers across the country for better application performance. Derek also highlighted Flexential’s capabilities in hosting and managing the vast data and computational needs of modern businesses, including AI workloads. He also delved into the challenges and solutions around data security, phishing attacks, the importance of multi-factor authentication in protecting business data, success stories, and much more.

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.

Derek Siler, Solutions Architect and Channel Sales, Flexential

Flexential empowers the IT journey of the nation’s most complex businesses by offering flexible and tailored hybrid IT solutions comprised of colocation, cloud, connectivity, data protection, managed services, and professional services. The company builds on a platform of three million square feet of data center space in 19 highly connected markets, and on its 100Gbps private backbone to meet the most stringent challenges in security, compliance, and resiliency. See how Flexential goes beyond the four walls of the data center to empower IT through an interactive map found on www.flexential.com.

Website | LinkedIn | Facebook | Derek Siler LinkedIn

Topics Discussed in this Episode

00:00 Introduction to North Fulton Business Radio
01:28 Welcoming Derek Siler from Flexential
01:38 Exploring Flexential’s Impact on Data Center Infrastructure
03:44 The Importance of Scale in Data Center Operations
07:05 Navigating the Complexities of Cloud Computing
08:52 The Critical Role of Data Centers in Today’s Digital World
11:31 Security Measures and Challenges in Data Management
20:26 The Future of AI and Flexential’s Role
24:43 Identifying Ideal Clients for Flexential
25:48 Success Stories and How to Connect with Flexential
29:25 Closing Remarks and Additional Resources

About North Fulton Business Radio and host John Ray

With over 750 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 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
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

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

 

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 $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.

 

Tagged With: AI, Atlanta data centers, cloud computing, cybersecurity, Data Centers, Derek Siler, Flexential, managed services, multi-factor authentication, phishing

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