Business RadioX ®

Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

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Effective Questions Build Trust
Family Business Radio
Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio
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Effective Questions Build Trust

Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed how effective questions build trust, both those you ask and those asked of you by your advisors.

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.

How to Manage the Buyer-Seller Dance, with Bill McDermott, Host of ProfitSense

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How to Manage the Buyer-Seller Dance, Profitability Coach Bill McDermott
North Fulton Studio
How to Manage the Buyer-Seller Dance, with Bill McDermott, Host of ProfitSense
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How to Manage the Buyer-Seller Dance, Profitability Coach Bill McDermottHow to Manage the Buyer-Seller Dance, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill offers thoughts on how to manage the buyer-seller dance.

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

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

Transcript

Bill McDermott: I want to talk a little bit today about how to manage the buyer-seller dance. During a sales call, both buyer and seller have their own goals and agendas. They are constantly trying to influence each other and often get caught in what we call the buyer-seller dance. In my experience, if we don’t have a sales process, we automatically divert to the buyer’s process, and the buyer leads in the buyer-seller dance.

Buyers have access to more information than ever before. They are increasingly sophisticated and savvy, and also have the option to walk away from a sale at any time. So, what are some ways that sellers like us can lead the buyer-seller dance? First is set the agenda for the sales call. Sellers can do this by asking the buyer what they want to learn about and what their goals for the call are.

Second, ask open-ended questions. This will help sellers learn more about the buyer’s needs and challenges. Third, focus on the buyer’s pain points. Sellers should know their buyer, how their product or service can solve their problems and improve their life. Fourth, be honest and transparent. Sellers should avoid making false promises or overselling their product and service.

And last, be confident. Sellers should believe in their product or service and their ability to help the buyer. When sellers are able to lead the buyer seller dance, they are more likely to close sales and build long-term relationships with their customers.

About ProfitSense and Your Host, Bill McDermott

Coaching Women Entrepreneurs Towards Holistic Success, with Brooke Bailey, S. Brooke Bailey Coaching

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Brooke Bailey
North Fulton Business Radio
Coaching Women Entrepreneurs Towards Holistic Success, with Brooke Bailey, S. Brooke Bailey Coaching
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Brooke Bailey

Coaching Women Entrepreneurs Towards Holistic Success, with Brooke Bailey, S. Brooke Bailey Coaching (North Fulton Business Radio, Episode 748)

On this episode of North Fulton Business Radio, host John Ray interviewed ICF certified coach Brooke Bailey. Brooke primarily serves women business owners, helping them transition from a frazzled state to a focused one in both their business and personal lives. Her 90-day group coaching program, the “Balanced Business, Balanced Life Blueprint,” aims to create a more sustainable lifestyle within the context of running a business. The program integrates wellness, business, and relationships, which Brooke believes enables a woman entrepreneur to define success based on her own terms.

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.

Brooke Bailey, S. Brooke Bailey Coaching

Brooke Bailey, S. Brooke Bailey Coaching
Brooke Bailey, S. Brooke Bailey Coaching

S. Brooke Bailey, MBA, PCC, RYT, is the coach who empowers women entrepreneurs to redefine their own success. With her guidance, they learn to incorporate daily habits and systems that transform work-life balance from a seemingly impossible task to an enjoyable experience. Brooke is a productivity, behavioral science, and wellness specialist who combines Eastern and Western techniques to assist high-achieving women CEOs in expanding their businesses and doubling their impact. Entrepreneurs are taught basic but powerful daily habits to rest, redirect their energy, and reestablish a constant sense of equilibrium in all aspects of their lives.

Website | LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to North Fulton Business Radio
01:08 Introduction to Brooke Bailey and Her Coaching Practice
01:39 Brooke’s Journey into Coaching
03:51 The Overlapping of Business and Personal Life
07:22 The Concept of Work-Life Balance
08:46 The Three Phases of Brooke’s Coaching Program
10:37 The Importance of Defining Success
11:53 The Role of Simplification in Achieving Success
14:30 Refining Habits and Systems for Success
20:50 Brooke’s Unique Approach to Coaching
24:54 Success Stories from Brooke’s Clients

 

About North Fulton Business Radio and host John Ray

With over 740 shows and having featured over 1,100 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.

 

 

Anita R. Henderson, Author of Becoming the Minimalist Entrepreneur: Lessons from My Journey to Work Less, Earn More, and Play More

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Anita R. Henderson
North Fulton Business Radio
Anita R. Henderson, Author of Becoming the Minimalist Entrepreneur: Lessons from My Journey to Work Less, Earn More, and Play More
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Anita R. Henderson

Anita R. Henderson, Author of Becoming the Minimalist Entrepreneur: Lessons from My Journey to Work Less, Earn More, and Play More (North Fulton Business Radio, Episode 747)

Host John Ray welcomed Anita Henderson, an author coach and bestseller author in her own right, to discuss her newly released book, Becoming the Minimalist Entrepreneur. The book focuses on Anita’s journey through entrepreneurship and provides lessons on working less, earning more, and enjoying life more. Besides sharing her experiences, Anita also shed light on her business and discussed the evolving publishing industry. Additionally, Anita emphasized the importance of defining measures of success, understanding your “why” in business, and the power of choice. Finally, she discussed her preference for working with clients that align with her values and enjoying what she does as an entrepreneur.

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.

Becoming the Minimalist Entrepreneur: Lessons from My Journey to Work Less, Earn More, and Play More

Every solopreneur has a story worth sharing, you included.

Becoming the Minimalist Entrepreneur: Lessons from My Journey to Work Less, Earn More, and Play MoreThis is not a how-to book. Instead, it is one solopreneur’s journey presented as a model for the flexibility and individuality of twenty-first-century entrepreneurship.

Becoming the minimalist entrepreneur is a journey to escape the burdens of what “they” say is the right way to be in business, and to boldly accept the freedom and audacity to define it for yourself and not feel like you’re doing it wrong.

There are innumerable lessons from the minimalist entrepreneur journey. You have to figure it out with every step you take. Each lesson along the way makes up your journey and makes you better, if you allow it to. Those lessons create your story. And your story matters.

So what does it mean to become the minimalist entrepreneur? It’s not what you think. Read Anita’s story to find out.

For more on the book and to order, follow this link.

Anita R. Henderson, Author and Author Coach

Anita R. Henderson, Author and Author Coach
Anita R. Henderson, Author and Author Coach

Anita Henderson, the founder and CEO of The Write Image Consulting, LLC and the creator of the Write Your Life Author Coaching Program, is popularly known as The Author’s Midwife.

She is a bestselling and award-winning author and ghostwriter, copy editor, and book publishing strategist. As an author coach for professionals and entrepreneurs, Anita has transformed dozens of her clients into proud published authors. Her strategic support and guidance with authors has resulted in multiple award-winning and bestselling titles, helping her clients grow their media and online visibility, speaker platforms, and industry credibility.

A successful freelance writer with published articles in more than twenty-five trade publications in the U.S. and Canada, Anita is a writer at heart. She helps authors create compelling prose, weave engaging stories, and explain their processes and insights in a way that serves readers and draws them to want to work more closely with the author. As Anita says, “It’s bigger than the book!” Leverage is the key to success.

With two decades in corporate America as a marketing communications and public relations professional, Anita knows the ins and outs of marketing brands, people, companies, and causes. She brings that insight to her work with authors to help them use book publishing as a marketing strategy that gets results.

An eight-times published author, Anita shares her knowledge about using book publishing as a marketing strategy as a speaker at conferences, workshops, and association events both in person and virtually.

Website | LinkedIn | Instagram

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:22 Meet Anita Henderson: The Minimalist Entrepreneur
02:09 The Journey of Writing a Memoir
04:18 The Evolution of Anita’s Business
05:45 The Birth of Write Your Life
10:20 The Struggles and Triumphs of Entrepreneurship
13:36 The Art of Self-Promotion
26:03 Redefining Success in Business
29:04 The Power of Choice in Business
32:04 Conclusion and Final Thoughts

 

About North Fulton Business Radio and host John Ray

With over 740 shows and having featured over 1,100 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.

 

Dr. Patrick Jones, Portside Veterinary Hospital, and Dr. Eric Broadworth, Fuel Physical Therapy & Sports Performance

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Dr. Patrick Jones, Portside Veterinary Hospital, and Dr. Eric Broadworth, Fuel Physical Therapy & Sports Performance
LaserLife Insights
Dr. Patrick Jones, Portside Veterinary Hospital, and Dr. Eric Broadworth, Fuel Physical Therapy & Sports Performance
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Dr. Patrick Jones, Portside Veterinary Hospital, and Dr. Eric Broadworth, Fuel Physical Therapy & Sports Performance

Dr. Patrick Jones, Portside Veterinary Hospital, and Dr. Eric Broadworth, Fuel Physical Therapy & Sports Performance (LaserLife Insights, Episode 5)

LaserLife Insights host Pete Cousins welcomed two superb guests to the show: Dr. Patrick Jones, a veterinarian, and Dr. Eric Broadworth, a doctor of physical therapy. Patrick discussed his practice in general, and specifically his experiences providing laser treatments for animals, especially for conditions like osteoarthritis and ear infections. He highlighted the benefits of laser therapy in terms of quick patient recovery, better outcomes, and business growth. Eric focused on the use of laser therapy in treating joint pains, injuries, and issues related to obesity. He also touched on how the therapy greatly improved the lives of his patients with neuropathy and contributed significantly to his practice’s growth.

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. Patrick Jones, Portside Veterinary Hospital

Dr. Patrick Jones, Portside Veterinary Hospital
Dr. Patrick Jones, Portside Veterinary Hospital

Dr. Patrick Jones is the proud owner of Portside Veterinary Hospital. He graduated from Auburn College of Veterinary Medicine in 2018 and has lived and worked in Mount Pleasant since then. His passion for veterinary medicine and love of the low country led to his decision to create Portside Vet. With a little luck and a lot of work, he set out to create a welcoming hospital that provides the best possible care to our patients, clients, and staff.

Dr. Jones grew up in Birmingham, Alabama, and is one of four veterinarians in the family. His grandfather, father, and wife are all vets. He met his wife, Jackie, at The University of Alabama while in undergrad, and they attended Auburn Vet School and graduated together in 2018. Outside of work, Dr. Jones enjoys spending time with his wife, their three dogs, Coppo, Luca, and Shelli, and their cats, Amica and Cannoli. He and Jackie love exploring the city and trying new restaurants. You can also find them playing in local sports leagues or spending time with friends at a local wine club.

Portside Veterinary Hospital

Portside Vet understands the depth of love their clients feel for their pets, treating them as cherished family members. They believe every pet deserves the level of care one would desire for any family member, which drives their commitment to excellence within their team. They cultivate an environment where skilled professionals thrive, enabling outstanding veterinary practice and putting people at the core of their operations. This approach aims for nothing less than extending pets’ lives and enhancing their happiness.

Portside Vet is driven by a core team of animal enthusiasts who have devoted their careers to excel as clinicians and caregivers. Their work transcends mere professional duty, embodying their life’s passion. Clients can expect exceptionally high medical standards, advanced technology, modern surgical facilities, and life-saving diagnostics and treatments. Portside Vet upholds a standard of care fitting for a beloved family member, recognizing pets’ invaluable place in their owners’ hearts.

Website | Instagram | Facebook

Dr. Eric Broadworth, CEO, Fuel Health & Wellness

Dr. Eric Broadworth, CEO, Fuel Health & Wellness
Dr. Eric Broadworth, Fuel Health & Wellness

Dr. Eric Broadworth is the CEO of Fuel Health & Wellness, partner at Red Light Systems, and the founder of Fuel Consulting.

Dr. Broadworth is a Board-Certified Orthopaedic Clinical Specialist through the American Board of Physical Therapy Specialties. He received his Doctorate in Physical Therapy and B.S. in Health Professions with a minor in Spanish at Grand Valley State University in Allendale, Michigan. He specializes in outpatient orthopedics and sports physical therapy. He is a board certified Orthopaedic Clinical Specialist through the American Board of Physical Therapy Specialties and a Certified Strength and Conditioning Specialist through the National Strength and Conditioning Association (NSCA). He has worked with high school, collegiate and professional athletes throughout his career as a physical therapist. Eric is a member of the American Physical Therapy Association (APTA), the Sports Physical Therapy Section of the APTA, the Michigan Physical Therapy Association (MPTA), and the NSCA.

Eric also enjoys coaching business owners through his business, Fuel Consulting, and as a partner at Red Light Systems. He specializes in helping other business owners successfully implement photobiomodulation into their healthcare practices to improve client results and also increase business revenue and profit.

LinkedIn | X (Twitter)

Fuel Health & Wellness

Fuel Health & Wellness treats your body, mind, and spirit. They provide a wholistic approach to healing that draws inspiration from the four elements of life. Together, their programs and services can help keep you balanced and grounded. Fuel utilizes a unique approach combining physical therapy, healing services, photobiomodulation, assisted stretching, massage, and personal training to help our clients live active, healthy, pain-free lives. Red Light Systems is a performance-based system that brings pre-qualified leads to health & wellness clinics that provide red light therapy to their clients. Red Light Systems also offers expert support through business coaching and staff training to ensure that businesses are able to successfully implement red light therapy so that the clients of our customers see results and that businesses are able to successfully increase their business revenue and profit.

Website

Topics Discussed in this Episode

00:00 Introduction to Laser Life Insights
00:21 Meet the Host and Guests
00:56 Dr. Patrick Jones: A Veterinarian’s Journey
01:28 The Role of Laser Therapy in Veterinary Practice
06:24 The Impact of Laser Therapy on Business Growth
07:56 Exploring Different Clinical Applications of Laser Therapy
09:32 The Power of Laser Therapy: Real-life Cases
16:00 The Business Side of Laser Therapy
19:37 Closing Remarks and Contact Information
21:07 Introduction and Transition to Dr. Eric Broadworth
21:17 Dr. Broadworth’s Background and Practice
21:47 Discussion on Laser and Light Therapy
22:22 Introduction to Fuel PT and Sports Performance
22:29 Services and Specialties at Fuel PT
23:37 Shoutout to Eight Day Gym
24:27 Common Applications of Laser in Practice
26:51 Dr. Broadworth’s Journey with Laser Therapy
28:48 Introduction to Red Light Therapy and Vita Light Therapy Bed
30:50 Benefits and Use Cases of Red Light Therapy
32:40 Partnership with Red Light Systems
36:50 Impact of Laser Therapy on Business
38:51 Contact Information and Final Thoughts

 

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 broadcast from 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

Celebrating an Award-Winning North Fulton Franchisee, with Gloria Mattei and Sergio Pacheco, Nothing Bundt Cakes, Alpharetta/Milton and Sandy Springs

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Nothing Bundt Cakes Sandy Springs Alpharetta Milton Roswell
North Fulton Studio
Celebrating an Award-Winning North Fulton Franchisee, with Gloria Mattei and Sergio Pacheco, Nothing Bundt Cakes, Alpharetta/Milton and Sandy Springs
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Nothing Bundt Cakes Sandy Springs Alpharetta Milton Roswell

Celebrating an Award-Winning North Fulton Franchisee, with Gloria Mattei and Sergio Pacheco, Nothing Bundt Cakes, Alpharetta/Milton and Sandy Springs (GNFCC 400 Insider, Episode 92)

Host Kali Boatright welcomed Gloria Mattei and Sergio Pacheco, the award-winning owners of Nothing Bundt Cakes in Alpharetta/Milton and Sandy Springs to this edition of the GNFCC 400 Insider.  During this insightful discussion, Gloria and Sergio shared their journey transitioning from the corporate world to franchise owners. Their perseverance and diligence helped them win the International Franchise Association’s recognition as a Franchisee of the Year in 2023 despite initial challenges, including receiving a rejection letter from their franchisor when they first applied. This couple also won a Circle of Honor award in 2023, given the top franchise in the Nothing Bundt Cakes system. The discussion further highlighted their active involvement in the Greater North Fulton Chamber of Commerce and other community initiatives, and their commitment as small business owners to provide high-quality service and opportunities to their employees and the community.

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®.

Gloria Mattei and Sergio Pacheco, Nothing Bundt Cakes, Alpharetta, Milton, Roswell, and Sandy Springs

Sergio Pacheco and Gloria Mattei, Nothing Bundt Cakes Sandy Springs
Sergio Pacheco and Gloria Mattei, Nothing Bundt Cakes

Gloria Mattei and Sergio Pacheco are the owners of Nothing Bundt Cakes Alpharetta, Milton, Roswell as well as a newly acquired store in Sandy Springs. Nothing Bundt Cakes reintroduces an old family favorite—the Bundt cake—with a light, moist taste and fresh, clean look that appeals to all ages. Each 8” and 10” Bundt cake features custom concept cake decorations that are smart, contemporary, and fun to enhance any occasion, large or small, in a wide range of cake flavors and sizes. Nothing Bundt Cakes celebrates the very heart of true hospitality, where all are welcome, and no one is a stranger. Each thoughtful detail of the experience, from the heartfelt welcome at the door to remembering the customer’s favorite flavor, has been naturally embraced at Nothing Bundt Cakes

Nothing Bundt Cakes is not in the cake business; they are in the “joy-giving” business. Their mission is to come up with unique, valuable solutions to every guest celebration need.

Their journey out of the corporate world and into entrepreneurship started when Gloria met the Nothing Bundt Cakes (NbC) brand back in 2010, during one of her many business trips to California. A friend from Texas who was very familiar with the brand introduced her. She came home to tell Sergio, her husband, “I think we found the business,” and her husband said, “Are you crazy? You don’t even cook!”

Her first thought after knowing the brand, was, “There is nothing like this in Georgia.” One year later, the first NbC store opened in Sandy Springs, and Sergio got to taste the product, at his own Christmas housewarming party. At that point, he said, “You are on to something. Let’s start the research process.” What started as simple franchise research in January 2011 resulted in the opening of the 2nd NbC store in Georgia, store number 83 for the franchise system. They opened their doors in December 2013. They just celebrated their 10th anniversary on December 13, 2023.

In March 2022, Gloria and Sergio were approved to open their second bakery. However, destiny and serendipity had other plans. Gloria had a strong relationship with the owner of the first store in GA (Sandy Springs), and that owner reached out to Gloria as soon as she was approved for her second bakery and said, “I want to retire, and I don’t want to sell to anyone but you.”

Gloria and Sergio expanded their market by taking over the Sandy Springs bakery in June 2022 and are now proud owners of bakery #1 and #2 in Georgia, proudly serving the GA 400 North Fulton Corridor.

Gloria, Sergio, and their NbC family are proud to bring joy to their community and truly live the experience of how “cake changes everything.” Gloria and Sergio opened their business with a big dream. That dream is their why: the dream of building a platform for her son, who is in the autistic community. He could either be able to perform in it or prove that he, and other kids like him, can function and have a role in the community.

Gloria and Sergio have seen their business grow not only as a platform for their son, but also for their daughter and many other individuals, including other special needs young adults in the community. That accomplishment is proudly the one they are most proud of.

Website

Topics Discussed in this Episode

00:00 Introduction to the GNFCC 400 Insider
00:31 Meet the Guests: Gloria Mattei and Sergio Pacheco
01:14 Journey from Corporate World to Franchise Ownership
02:42 The Birth of a Business Idea: Nothing Bundt Cakes
03:42 The Decision to Become Franchisees
06:00 The Unexpected Journey to Franchisee of the Year
06:26 The Circle of Honor and Franchisee of the Year Awards
11:23 Reflections on Success and Perseverance
12:30 The Initial Rejection and Determination
13:09 Finding a New Path to Business Ownership
14:27 The Importance of Small Businesses
15:01 Challenges Faced by Franchise Owners
15:58 The Impact of Economic Fluctuations on Small Businesses

Nothing Bundt Cakes Sandy Springs Alpharetta

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.

Residential Real Estate in Metro Atlanta, with Garet Duff, Keller Williams

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Garet Duff, Keller Williams
North Fulton Business Radio
Residential Real Estate in Metro Atlanta, with Garet Duff, Keller Williams
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Garet Duff, Keller Williams

Residential Real Estate in Metro Atlanta, with Garet Duff, Keller Williams (North Fulton Business Radio, Episode 746)

Garet Duff, a residential real estate professional with Keller Williams, joined host John Ray on this edition of North Fulton Business Radio to discuss residential real estate trends in the Metro Atlanta market and in North Fulton specifically. Garet addressed the impact of the housing inventory shortage, and factors that drive home values, such as school district quality. Garet shared her expertise and insights on guiding clients through what she calls “The Process,” the significance of mindset and time management, and the benefits of owning property in the present market. She also highlighted how her previous experience in corporate communications has equipped her with effective listening and client-centric skills, enhancing her ability to serve her clients effectively.

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.

Garet Duff, Keller Williams

Garet Duff, Keller Williams
Garet Duff, Keller Williams

Garet Duff is a dynamic residential real estate professional in metro Atlanta who is committed to making your real estate journey a seamless and rewarding experience.

Known for her client-centered approach, Garet’s expertise guides her clients through “The Process,” successfully selling homes and acquiring their dream properties. With 30 years of diverse business experience in negotiation, marketing, and public relations, Garet offers a unique skill set tailored to your real estate needs. Her adept negotiation skills ensure the best possible deal for your home, while her background in marketing guarantees effective campaigns to attract potential buyers. Garet’s excellent listening skills, time management, and attention to detail make the selling process smooth and stress-free.

As an Atlanta resident since 1995, she brings local expertise, providing valuable insights into the market for competitive pricing. Garet’s commitment to personalized service, high integrity, and problem-solving proficiency sets her apart, ensuring your interests are prioritized throughout the entire real estate journey. Her and her dedicated team provide you with extensive business experience and a passion for delivering exceptional results.

Garet and her husband Tim enjoy live music, traveling, and dance lessons.

LinkedIn | Facebook | Instagram

Topics Discussed in this Interview

00:00 Introduction to North Fulton Business Radio
01:14 Meet Garet Duff from Keller Williams
01:58 Garet’s Journey into Real Estate
02:44 The Impact of Real Estate on People’s Lives
03:33 The Importance of Long-Term Goals in Real Estate
04:57 The Culture and Training at Keller Williams
06:49 Garet’s Expertise in Metro Atlanta
15:19 The Importance of Time Management in Real Estate
16:35 The Current Trends in the Real Estate Market
17:14 The Role of School Districts in Home Value
23:38 The Impact of Interest Rates on Home Buying
26:38 A Success Story and Final Thoughts

 

Host John Ray with Garet Duff, Keller Williams
Host John Ray with Garet Duff, Keller Williams

About North Fulton Business Radio and host John Ray

With over 740 shows and having featured over 1,100 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.

“Because of Sex” – Looking Back at 60 Years of Gender Discrimination and Title VII

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Gender Discrimination, Jacqueline Voronov, Shylie Bannon, Hall Booth Smith
Hall Booth Smith Podcast Network
“Because of Sex” - Looking Back at 60 Years of Gender Discrimination and Title VII
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Gender Discrimination, Jacqueline Voronov, Shylie Bannon, Hall Booth Smith

“Because of Sex” – Looking Back at 60 Years of Gender Discrimination and Title VII (Litigators Lounge, Episode 6)

On this episode of Litigators Lounge, hosts Jackie Voronov and Shylie Bannon celebrate the start of Women’s History Month by discussing the history of Title VII of the Civil Rights Act of 1964. The hosts walk listeners through the events that led to the inclusion of gender discrimination as part of the law, the seeds of which sprang from a joke by an 80-year-old segregationist Congressman in debate on the floor of the U.S. House. Jackie and Shylie also touch on various landmark court cases, like Meritor Savings Bank v. Vinson and Price Waterhouse vs. Hopkins, which shaped the interpretation and enforcement of the law over time. They further discuss the evolution of gender and sex discrimination and review the Bostock case, including gender identity and sexual orientation finally recognized under Title VII. The hosts end the show by looking ahead to the next episode, which focuses on pay equity.

Links to documents and court rulings mentioned in this episode:

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 Introduction to Litigator’s Lounge
00:19 The Intricacies of Legal Minds
00:38 The Lighter Side of Legal Discussions
01:12 The Struggles of Balancing Work and Personal Life
02:13 The Start of Women’s History Month
02:59 The Journey Back in Time: A History Lesson
03:37 The Birth of the Sex Discrimination Clause in the Civil Rights Act
06:48 The Unexpected Inclusion of Gender in the Civil Rights Act
13:04 The Impact of the Civil Rights Act on Women’s Rights
17:59 The Evolution of Sex Discrimination Cases
30:41 The Landmark Case: Price Waterhouse vs. Hopkins
34:05 Looking Ahead: The Future of Gender-Based Discrimination
35:56 Conclusion: The Importance of Title VII

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, Partner, Hall Booth Smith
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.

LinkedIn

Shylie Bannon, Partner, Hall Booth Smith

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.

LinkedIn

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.

Robin Roden, K & J Mechanical, Chip Gjertsen, Renasant Bank, and Scott Ward, ITRA Global Atlanta

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Robin Roden, K & J Mechanical, Chip Gjertsen, Renasant Bank, and Scott Ward, ITRA Global Atlanta
Family Business Radio
Robin Roden, K & J Mechanical, Chip Gjertsen, Renasant Bank, and Scott Ward, ITRA Global Atlanta
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Robin Roden, K & J Mechanical, Chip Gjertsen, Renasant Bank, and Scott Ward, ITRA Global Atlanta

Robin Roden, K & J Mechanical, Chip Gjertsen, Renasant Bank, and Scott Ward, ITRA Global Atlanta (Family Business Radio, Episode 53)

On this episode of Family Business Radio, host Anthony Chen welcomed three outstanding business leaders to discuss their professional journeys and their respective areas of expertise. The first guest, Robin Roden, K & J Mechanical, shared her experiences of managing a business together with her husband, including the transition from Chicago to Florida and setting up a new division. Further discussion revolved around managing family pressure while running a business. Chip Gjertsen, Renasant Bank, discussed his experiences in banking and finance and how changes in the Small Business Administration have opened new opportunities, particularly for younger businesses. Former business owner turned commercial real estate professional Scott Ward, ITRA Global Atlanta, emphasized the importance of accurate and clear communication in real estate transactions and the added value of having a tenant-only representative to advocate for clients.

Anthony closed the show with thoughts on asking questions of your advisors.

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

Robin Roden, K & J Mechanical

Robin Roden, K & J Mechanical
Robin Roden, K & J Mechanical

Robin Roden is President of K & J Mechanical, Inc. She is MWBE-certified and certified in firestopping. She started her journey into the construction field back in 2012 in the Chicagoland area, before relocating to Florida in 2018. Robin’s responsibilities include accounting tasks, payroll, company insurance coordination, and office management. Robin gained her knowledge of the construction industry by working alongside her husband, James, who has over 20 years of experience in the trade. She self-taught herself when it came to the accounting end of the business and gained her knowledge of managing the business through repetition. Robin plans to further her education in January by working on her master’s degree in business management with a focus on construction. This will only help her grow her business with her husband and allow her to gain even more knowledge in the industry.

K & J Mechanical is a family-owned mechanical, plumbing, and firestop construction company. K & J Mechanical started back in Chicago, Illinois, before incorporating in Florida in 2018. K & J is certified in firestopping and MWBE certified as well. The company services areas from Gainsville all the way down to Naples, Florida. All of their employees have extensive experience in the trade, which makes K & J the business they are. They have grown their reputation by providing top notch service and clean work. Their employees are not just employees to them; they are like family. Their employees are also what make this company go and reach the success level it has gotten to today.

K&J Mechanical, 5320 Lena Rd., Suite 109, Bradenton, FL 34211. Serving Pinellas County, FL; Bradenton, FL; Lee County, FL; Sarasota County, FL; Hillsborough County, FL; and Gainesville, FL.

Company Website | Company Instagram | Company Facebook

Chip Gjertsen, Renasant Bank
Chip Gjertsen, Renasant Bank

Chip Gjertsen is a Senior Vice President and SBA Senior Banker with Renasant Bank. He has been an SBA lender for two decades.

As a Small Business Administration (SBA) Preferred Lender, Renasant Bank can process and approve SBA loans, expediting the application process. SBA loans typically come with competitive interest rates, lower down payments, and longer repayment terms, making them more affordable and manageable for borrowers.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, we have grown to become one of the Southeast’s strongest financial institutions, with approximately $17.5 billion in assets and 196 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida.

Renasant’s success stems from each of our teammates’ commitment to diversity and inclusion, and investing in their communities as a way of better understanding the people we serve. At Renasant Bank, we understand you because we work and live alongside you every day.

Website | Renasant SBA website | Renasant LinkedIn | Renasant Instagram | Renasant Facebook | Chip Gjertsen LinkedIn

Scott Ward, Vice President, ITRA Global Atlanta

Scott Ward, ITRA Global Atlanta
Scott Ward, ITRA Global Atlanta

Scott Ward is a veteran of over 25 years of owning businesses. Successfully representing and consulting other business owners in lease negotiations in the technology, creative media, retail, and manufacturing industries, Scott’s unique perspective keeps in mind the owner/tenant’s long-term cash flow needs as a catalyst for the future health of his client’s company.

Examples of Scott’s work include a young tech company expanding for the first time and helping to enable its current growth to include private and government clients worldwide. An industrial cabinet manufacturer successfully expanded to handle over 40 percent growth. Media agencies that need flexibility in their space to address the demands of sudden surges or shrinkage in client needs. And retail/franchise situations that come with issues of territory, visibility, and access.  Scott has mentored five former employees to own their own businesses and applies these techniques in formulating winning space solutions for his clients.

Scott’s contacts and involvement in citywide groups give him an innovative perspective on trends in traffic, population, education, and economics. He is part of enabling organizations throughout metro Atlanta to realize their missions by serving on boards or as an officer in Rotary International (Treasurer/International Director), The Chattahoochee Nature Center Board, The North Fulton Chamber of Commerce, Scouts BSA (adult training), Toastmasters International, The Georgia Production Partnership (membership, industry relations, and governmental relations), and the Atlanta Theatre to Go Board. He is also a member of the Atlanta Commercial Board of Realtors.

Scott is a graduate of the University of Florida. Scott is also a public speaker and presentation coach. He loves fly fishing and sailing, and he has been known to swing a golf club or two! His family’s accomplishments overwhelm him with pride. If you would like to share a coffee, please reach out!

Company Website | Company LinkedIn   Scott Ward LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcoming Remarks
00:44 Interview with Robin Roden: Origin Story of K&J Mechanical
01:54 The Journey of Starting a Family Business
04:40 Balancing Family and Business
11:34 The Importance of Quality Work in Construction
14:09 Contact Information and Closing Remarks
14:34 Interview with Chip Gersten: His Journey into Banking
18:36 Changes in the SBA World and New Opportunities
26:06 Understanding Business Real Estate
27:43 The Role of Estate Planning in Business
28:19 Reaching Out to Professionals
29:40 Introduction to Scott Ward: Commercial Real Estate
31:20 The Importance of Tenant Representation
37:30 Navigating Commercial Real Estate Contracts
41:11 Advice for New Business Owners
47:41 Closing Remarks and Contact Information

 

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.

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