John Ray, Author at Business RadioX ® Page

Tax Planning vs. Financial Wellbeing, with Chris Smith, CB Smith & Associates

August 1, 2023 by John Ray

North Fulton Studio

Tax Planning vs. Financial Wellbeing, with Chris Smith, CB Smith & Associates

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Tax Planning vs. Financial Wellbeing, with Chris Smith, CB Smith & Associates

Chris Smith: Tax planning isn’t the end all be all. Improving your wealth is the end all be all. And so we’re not going to implement or suggest a tax solution. That isn’t necessarily in line with improving our clients overall financial well being. And and so that’s, it’s always secondary to financial well being.

But it’s a very important piece. We’re in a segment, we’re not, we’re not a large national firm, so we don’t have a lot of clients that are publicly traded or anything like that. Our clients don’t have investors to impress. They gotta impress the bank every once in a while, but but, so our focus is going to be on tax planning.

Chris Smith: It’s a heavy part of our relationships with our clients. And that’s, that is the business we’re in, by the way, is the relationship business. We may be accountants, but that’s what it is. And and so we’re going to work with our clients to ensure that their financial wellbeing is in place and they’re doing it as a tax efficient manner as possible.

Listen to Chris’s full ProfitSense with Bill McDermott interview here.

The “One Minute Interview” series is produced by John Ray and the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to 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.

Care for Caregivers of Special Needs Children, with Stacy Georges, Special Needs Respite

July 31, 2023 by John Ray

North Fulton Business Radio

Care for Caregivers of Special Needs Children, with Stacy Georges, Special Needs Respite

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North Fulton Business Radio, Episode 685)

Stacy Georges, Founder of Special Needs Respite, was the guest on this episode of North Fulton Business Radio discussing the care for caregivers that her nonprofit offers. She talked with host John Ray about the needs of caregivers who have children who need round-the-clock care. Stacy shared stories of families who have benefitted from having care so they can take a break, what happens when parents don’t get a break, adult special needs children, coming events, and more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Special Needs Respite

Respite care is a form of short-term substitute care for children with special needs, be it mental, emotional, or physical, and is provided by someone other than parents or the usual 24/7 caretakers of the child. It gives parents a break from their exhausting job.

As a group, parents of special needs children are more stressed, and even more at risk for divorce, or worse. Also, according to ARCH National Respite network, three-fifths of family caregivers age 19-64 surveyed recently by the Commonwealth Fund reported fair or poor health, one or more chronic conditions, or a disability, compared with only one-third of non-caregivers.

Respite is something that parents of special needs children desperately need. Although programs in Georgia exist to help these parents, such as the NOW waiver, there is a very long waiting list and very little money available. Many families, as a result, don’t have funds available for such an essential service, putting a strain on them physically, emotionally, and financially.

Special Needs Respite helps bridge the existing funding gap that many parents have when trying to get childcare for their special needs child. They can provide funds that will pay qualified caregivers to care for these children when no other way to pay is available to the parents.

Website | LinkedIn | Facebook| Instagram

Stacy Georges, Founder, Special Needs Respite

Stacy Georges has been serving the disability community for 32 Years. The last 15 years have been focused on serving families here in Metro Atlanta. Even in a densely populated area such as Metro Atlanta, there are families isolated and decimated due to their children’s special needs. This results in loss if hope, and frequently ends in murder suicide. These are the families we can give hope.

Stacy holds a B. A. in Therapeutic Recreation from Purdue University. Becoming a parent was her real education with all its challenges, and especially interacting with parents who had even more challenges with children with special needs. Founder of YourRespite special needs child care, Stacy started Special Needs Respite to help meet the needs of even more parents of children living with special needs.

She is available for speaking engagements to churches and civic groups to further the community understanding of how to minister to Special Needs families.

Stacy and her husband, Tom, reside in Roswell, GA.

Questions and Topics in this Interview:

What is Respite?
Why is Respite important?
What happens when parents DON’T get Respite?
Shouldn’t my Taxes pay for this service?
How can we help?

North Fulton Business Radio is hosted by John Ray and broadcast 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, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Renasant Roots Entrepreneurial Success Series with Antonio Henson, Renasant Bank; Donna Wise, InXpress Roswell; and Amber Woolfolk, Solve Tutoring LLC

July 31, 2023 by John Ray

North Fulton Business Radio

Renasant Roots Entrepreneurial Success Series with Antonio Henson, Renasant Bank; Donna Wise, InXpress Roswell; and Amber Woolfolk, Solve Tutoring LLC

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Renasant Roots Entrepreneurial Success Series with Antonio Henson, Renasant Bank; Donna Wise, InXpress Roswell; and Amber Woolfolk, Solve Tutoring LLC (North Fulton Business Radio, Episode 684)

The Renasant Roots Entrepreneurial Success Series is a capacity-building program designed to assist small business owners with business development, marketing, networking, and many other benefits. On this episode of North Fulton Business Radio, host John Ray was joined by Antonio Henson, Community Lending & Relationship Director, Renasant Bank, to discuss this program, how entrepreneurs are selected, grants available to participants, and more. Two business owners from last year’s program, Donna Wise, InXpress Roswell, and Amber Woolfolk, Solve Tutoring LLC, also joined the show. Donna and Amber discussed their respective businesses, why they signed up for last year’s Renasant Roots series, what they learned, why they encourage fellow entrepreneurs to participate, and much more.

To apply for the Renasant Roots program, you can email RenasantRootsCapacityBuilding@renasant.com for more information.

North Fulton Business Radio is broadcast from the North Fulton Studio of Business RadioX® inside Renasant Bank in Alpharetta.

Renasant Roots Entrepreneurial Success Series

Renasant Bank is proud to bring the Renasant Roots Entrepreneurial Success Series to the Atlanta market again this year. The capacity-building workshop is a four-week program customized to help small business owners sharpen their business development skills and fill gaps in their knowledge and experience to make their enterprises stronger. Renasant Roots was created in partnership with the Birmingham Business Resource Center five years ago.

With the program having great success in the Birmingham market, Renasant’s Birmingham team and the BBRC are sharing the Renasant Roots template with the Atlanta Renasant team to share with small business owners in Atlanta. “We are excited to bring the Renasant Roots program to the Atlanta market. After watching the success and growth of the program in Birmingham, we decided that it would be a great opportunity to share these business resources with the Atlanta community as well,” said Zennie Lynch, Atlanta Market President. “In addition to the skills development and powerful information these participants will receive, they will also be provided with a small business development grant of $2,500 when they complete the program.”

The workshop will focus on business development and planning, marketing and branding, accounting principles and tax preparation, funding options, and resource development. Speakers for the sessions will be provided by Invest Atlanta, Access to Capital for Entrepreneurs, LiftFund, and Atlanta Black Chambers.

There is no cost to participate in the program other than committing 10 hours over five weeks. 10 participants will be selected through an application process.

Company Website | LinkedIn | Facebook

Antonio Henson, MBA, First Vice President – Community Lending Relationship Director, Renasant Bank

Antonio Henson has over twenty years of experience in business and banking. He has facilitated training sessions for staff aimed at enhancing product & credit knowledge and regulatory procedures.

Antonio has structured project financing designed to spur neighborhood revitalization efforts in the low-income communities throughout the State of New Jersey and Metro Atlanta. This action involved community outreach and working with elected officials, government agencies, quasi-public agencies and the private sector to promote revitalization and commercial development.

He has provided expertise and assistance to various community-based organizations, to assist them with meeting the financial needs of their respective organizations.

Donna Wise, Owner, InXpress Roswell

InXpress Roswell is a full-service shipping concierge platform, providing complimentary education and discounts on shipping and freight of all kinds, from envelopes and small packages to heavy equipment and machinery. InXpress offers both domestic and international services and differentiates by understanding customer needs in order to provide personalized services.

Owner of InXpress Rosswell, Donna Wise, has sales, marketing, and strategy experience in complex environments across multiple industries that helps in strategic business planning. Her goal is to learn something new every day and to energize those around her to take positive action.

Specialties: international shipping, domestic freight, business consulting, global business development, marketing strategy, innovation, communications strategy, and tactical prioritization

Industries: Logistics/Supply Chain, Wholesale & Retail Trade, Manufacturing, Food, Healthcare, Technology, Nonprofits, Media, Hospitality, Consumer Products, and more

Company Website | LinkedIn | Facebook

Amber Woolfolk, Founder & CEO, Solve Tutoring LLC

In 2017, Solve Tutoring opened its doors to offer affordable tutoring and academic assistance services to student-athletes in areas surrounded by Title One public schools. Solve Tutoring provides tutoring, test prep, academic coaching and executive functioning resources in-person and virtually for students in grades 3rd-12th in STEM and Foreign Language subjects up to 7 days a week.

With over five years of experience as the Founder and Director of Solve Tutoring, Amber leads a highly utilized tutoring and test prep program for 3rd-12th grade student athletes in underserved communities. She has a Bachelor of Science in Organizational Leadership from Mercer University and an Associate Degree in Business Administration from Shorter College. Her passion is to close academic gaps and cultivate learning in STEAM and foreign language fields, while empowering students to achieve their personal and professional goals.

At Solve Tutoring, Amber collaborates with coaches, counselors, trainers, educators, recruiters, and parents to develop individualized strategies and programs that support student success, critical thought, college readiness, and goal setting. She also manages the operations and logistical components of business activities, from contract negotiation and data analysis to project management and human resources. In addition, she fosters a sense of volunteerism and community engagement among our staff and students, as part of our mission to advocate for equity in education.

Company Website | Facebook | LinkedIn

Questions and Topics in this Interview:

General:

Antonio Henson’s role at Renasant
Renasant Roots and its success
The skills and strategies each guest learned through Renasant Roots

Donna Wise, InXpress Roswell:

Why would a business or nonprofit need a shipping concierge?
How are you different from other providers in your industry?
What does it take to get started with you?
What is the biggest challenge to shipping in today’s environment?
Where do you see the industry going in 3-5 years?
What advice would you give to entrepreneurs interested in joining this industry?

Amber Woolfolk, Solve Tutoring LLC

Why is your focus mostly Student-Athletes?
How did the Renasant Roots accelerator impact your business over the duration of the program?
How has funding or lack thereof impacted y our small business and the communities/students that you serve?
What tips or strategies would you share with parents as they enter the school year?
What challenges are you seeing with students currently?
What are your thoughts on AI technology and the impact it could have on students?

David Harris, Prosperident Inc.

July 31, 2023 by John Ray

Dental Business Radio

David Harris, Prosperident Inc.

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David Harris, Prosperident Inc. (Dental Business Radio, Episode 46)

Forensic CPA and licensed private investigator David Harris is CEO of Prosperident Inc., a firm that investigates embezzlement in dental practice environments. David and host Patrick O’Rourke discussed how theft happens, how Prosperident investigates potential embezzlement, the profiles and methods of embezzlers, the challenges of hiring, how to recognize when embezzlement may be occurring, and much more.

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

Prosperident Inc.

Prosperident’s expert team of more than twenty U.S. and Canadian fraud examiners works exclusively in a wide variety of dental practice environments including general dentistry, orthodontics, oral surgery practices and dental support organizations.

Whether you are looking for an investigation, a system to help you fraud-proof your office, litigation support services, or a speaker for your next event, Prosperident has what you need.

A few more numbers on Dental Embezzlement:

Dentistry is the most embezzled profession
The average amount stolen in a dental office embezzlement is $109,000
On average, a dental embezzlement goes undetected for almost 2 years

At Prosperident, they offer a specialized range of services to address your office protection and embezzlement concerns. Their expert team of U.S. and Canadian fraud examiners is able to handle a wide variety of dental practice environments including general dentistry, orthodontics, oral surgery practices and dental support organizations.

Whether you are looking for an investigation, a system to help you fraud-proof your office, litigation support services, or a speaker for your next event, they have what you need.

Company website | LinkedIn | Facebook | YouTube

David Harris, CFE, CPA, FCPA, CFF, Chief Executive Officer, Prosperident Inc.

David Harris may have the coolest job in dentistry – he gets to chase, and catch, those who steal from dentists. A rule-breaker in his youth, David changed his direction and has spent much of his adult life in the world of investigation and enforcement, where he uses his unrivaled ability to understand the criminal thought process to help educate and protect dentists.

David is the Chief Executive Officer of Prosperident, the world’s largest firm investigating financial crimes committed against dentists. David is a licensed private investigator, a Forensic Certified Public Accountant, and a Certified Fraud Examiner. He is the author of the book Dental Embezzlement: The Art of Theft and the Science of Control and over 30 articles in dental publications.

In addition to being a prolific author, David is a frequent presenter at regional, national, and international dental conferences, and his vast wealth of experience, coupled with his keen sense of humor, makes David both an engaging and entertaining speaker.

In recognition of his long and distinguished service to the dental profession, David is one of a handful of non-clinicians to be honored with a Fellowship in the International Academy of Dental Facial Esthetics.

Dental Business Radio covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. Dental Business Radio is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®. The show can be found on all the major podcast apps and a complete show archive is here.

Practice Quotient

Dental Business Radio is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient

Website | LinkedIn | Facebook | Twitter

Evan Katz, Very Special Games

July 31, 2023 by John Ray

ECommerce Connector

Evan Katz, Very Special Games

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Evan Katz, Co-Founder and Co-Owner of Very Special Games, joined host Garrett Massey to discuss the role of ecommerce in his company. One of their products has been placed in Target, but 90% of their sales are online. Evan talked about paid ads, analytics, selling on Amazon, and much more.

is underwritten by Polyglot Labs, Inc. and produced by the North Fulton studio of Business RadioX®.

Very Special Games

Evan & Josh’s Very Special Games Company creates and distributes laugh-out-loud party games for creative people.

Largest titles include Ransom Notes, Puns of Anarchy, Charty Party, and Abducktion.

Company website | Facebook| Instagram

Evan Katz, Co-Founder and Co-Owner, Very Special Games

Evan is the co-founder of Very Special Games, and focuses on marketing, game development, and business direction. This is his 5th startup, and previously has worked in strategy and innovation consulting as well.

When not making a new game, Evan’s usually working on marketing, video production, or playing volleyball around Atlanta.

The Ecommerce Connector Podcast welcomes leaders in the world of ecommerce who share their entrepreneurial journeys, success stories, challenges, and more. The host of the show is Garrett Massey, CEO of Polyglot Labs, Inc. The show’s trailer can be found here.

is underwritten by Polyglot Labs, Inc. and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps.

**Garrett Massey, CEO of Polyglot Labs and Host of the *ECommerce Connector* podcast**

Your business needs developers to help you wrangle and manage complex technology.

Polyglot Labs prides themselves on being developers who integrate seamlessly into your team and get problems solved without causing more issues. Here are the solutions they can provide to you.

You want a website that makes your company look good and drives business. Lucky for you, that’s exactly what they do—build awesome custom websites for businesses.

Some business problems need more than just a website—they require a custom digital solution. Polyglot can turn your products, services, and ideas into cool web and mobile apps that convert.

They created a robust WordPress integration that allows real estate agents, brokers, and property developers to get the most from their multiple listing service (MLS) data on their websites.

Every website or app needs to be hosted somewhere, while being updated and protected. There are plenty of hosting options available, but they specialize in the more complicated situations.

Connect with Polyglot Labs:

Website| LinkedIn | Facebook | Garrett Massey’s LinkedIn

Forget the Sales Tactics and Develop Relationships, with Adam Scharfer, Not In Sales, LLC

July 31, 2023 by John Ray

Business Leaders Radio

Forget the Sales Tactics and Develop Relationships, with Adam Scharfer, Not In Sales, LLC

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Forget the Sales Tactics and Develop Relationships, with Adam Scharfer, Not In Sales, LLC

When he formed his company, Not in Sales, LLC, Adam Scharfer gave himself the title of “Not a Salesperson.” Adam joined host John Ray on this edition of Business Leaders Radio to discuss legacy sales tactics and why they need to change or be discarded altogether. He said the best sales practices of yesterday are often not the best ones to follow today. Adam revealed how relationship building, not a perfect sales process, can naturally lead to sales through listening, providing helpful information, being a subject matter expert, and more.

Business Leaders Radio is produced and broadcast by the North Fulton Studio of Business RadioX® in Atlanta.

Not In Sales, LLC

Not In Sales helps technology-focused organizations expand adoption of its offerings and further drive revenue by rejecting archaic s@!es processes and embracing authentic relationships.

AREAS OF EXPERTISE:
★ Leveraging a unique combination of technological and business development leadership
★ Strategic planning for business development without fear of simplicity
★ Fractional or interim sales leadership
★ Identifying processes that do not match present-day procurement psychology
★ Breaking org-chart barriers of sales, delivery, and technical teams
★ Not fixing things that aren’t broken
★ Finding people to help grow your business in the places least checked
★ Training leaders and team members on ways to contribute to success without the sales feel.

Company Website

Adam Scharfer, Not a Salesperson, Not In Sales, LLC

Adam is a hands-on, high-energy business development and delivery leader with over 20 years of integrating enterprise software solutions and consulting across multiple industries. He prioritizes a customer-focused work ethic and specializes in client relations.

Questions and Topics in this Interview

How did you get into sales and come to the conclusion that you’re “not in sales”?
What are some of the legacy sales tactics you’re looking to change?
What mistakes do small technology companies often make when presenting their offerings to a prospective client?
How would you define a good business relationship versus a not so good one?
Sales leadership seems like an important role within an organization. Why do you think it doesn’t have to be a full time role?
What advice would you give to leaders of technology companies trying to grow their business and sales teams?

Business Leaders Radio is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. The show can be found on all the major podcast apps and a full archive can be found here.

Mental Health and Substance Abuse Legislation in Georgia, with Representative Todd Jones, Georgia House District 25

July 27, 2023 by John Ray

North Fulton Studio

Mental Health and Substance Abuse Legislation in Georgia, with Representative Todd Jones, Georgia House District 25

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Mental Health and Substance Abuse Legislation in Georgia, with Representative Todd Jones, Georgia House District 25 (Episode 86, To Your Health with Dr. Jim Morrow)

Representative Todd Jones, Georgia House District 25, was Dr. Morrow’s guest on this episode of To Your Health. Rep. Jones discussed the state of mental health care in Georgia, HB 1013, the “Mental Health Parity Act,” which passed in 2022, as well as House Bill 520, which is in Senate committee currently and builds on HB 1013. He also discussed telemedicine, the state’s efforts in workforce development to bring more mental health providers to the state, the mental health hotline, 988, advice for caregivers, and much more.

You can find a video of their conversation here.

To Your Health is brought to you by Village Medical (formerly Morrow Family Medicine), a “New Way to Well.” The show is produced by the North Fulton studio of Business RadioX®.

Representative Todd Jones, Georgia House District 25

**Representative Todd Jones, House District 25**

Representative Todd Jones represents the citizens of House District 25, which encompasses South Forsyth and North Fulton Counties. He was first elected to the Georgia House of Representatives on November 8, 2016, and sworn into office on January 9, 2017. Todd started his third term representing District 25 on January 11, 2021.

Rep. Jones serves as the chairman of the Appropriations Subcommittee on Education and as the vice chairman of the Science & Technology Committee. Further, Todd serves as a member of the Budget & Fiscal Affairs Oversight, Code Revision, Economic Development & Tourism, Education, Industry & Labor and Judiciary committees. He also serves on the Special Committee on Access to Quality Health Care.

Todd’s business experience has focused on triple-bottom line companies that focus on social, environmental, and financial impacts. From changing K-12 education worldwide to launching energy projects in the developing world to deploying EHS software, each company created accretive, positive return on investment. During his time as a business executive, he has worked with companies like Johnson Controls, Goldman Sachs, Goodyear, Cardinal Health, John Deere, Walgreens, Morgan Stanley and Cargill.

In 2010, Todd was named “Co-Volunteer of the Year” by the Forsyth County Board of Education. He has also served on a variety of community executive boards including the SPES Dads Club and SFHS Touchdown Club.

Todd holds a Juris Doctor (1994) and Bachelor of Administration in Finance (1989) from the University of Florida(UF). Todd served as his fraternity’s president and treasurer, UF student senator and Greek Council student representative. He was named to the “University’s Who’s Who “at UF.

As an alumnus, Todd has sat on his fraternity’s board of directors, delivered guest lectures at the UF business, law and political science schools, and led a variety of alumni activities.

Todd has been married to his high school sweetheart, Tracey Jones, for more than 25 years. Tracey and Todd have three sons and one daughter. The family has called South Forsyth County home for more than 14 years.

Website | Facebook | LinkedIn

Village Medical

At Village Medical, your relationship with your primary care provider is the foundation to your health. Their doctors and staff partner with you to understand your needs, and work together to focus not just on treatment, but also education and preventative care.

They combine the tools, technology and people needed to help create healthier, happier patients. More connected care means more complete care.

Village Medical clinics located at Walgreens pharmacies are bringing their vision of exceptional and compassionate primary care even closer to you. With locations throughout the United States, they’re in your neighborhood. And that network means you can visit a doctor at any of their locations, and they’ll have your records available.

With Village Medical at Home, they provide at-home visits designed to give eligible patients the attention they need, in a way that’s best for them and their caregivers.

With your caring team at Village Medical, it’s easy and convenient to stay on top of your health. Maybe more than ever before. Village Medical. The New Way to Well.

Company website | Facebook | Instagram

Dr. Jim Morrow, Village Medical, and Host of To Your Health with Dr. Jim Morrow

Dr. Jim Morrow is the founder of Morrow Family Medicine, now part of the Village Medical family of practices. He has been a trailblazer and evangelist in healthcare information technology, was named Physician IT Leader of the Year by HIMSS, a HIMSS Davies Award Winner, the Cumming-Forsyth Chamber of Commerce Steve Bloom Award Winner as Entrepreneur of the Year and he received a Phoenix Award as Community Leader of the Year from the Metro Atlanta Chamber of Commerce. He is married to Peggie Morrow and together they founded the Forsyth BYOT Benefit, a charity in Forsyth County to support students in need of technology and devices. They have two Goldendoodles, a gaggle of grandchildren and enjoy life on and around Lake Lanier.

Facebook | LinkedIn | Twitter

The complete show archive of To Your Health with Dr. Jim Morrow addresses a wide range of health and wellness topics.

Managing Change, with Teresa Caro, Liminist

July 26, 2023 by John Ray

North Fulton Business Radio

Managing Change, with Teresa Caro, Liminist

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North Fulton Business Radio, Episode 683)

Teresa Caro, Founder of Liminist, joined host John Ray to chat about her innovative approach to executive coaching that helps both executives and companies manage change. Teresa discussed how Liminist got started, defined the term “liminal state” and shared ways to navigate it, talked about the importance of perspective transformation, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Through executive coaching, Liminist seeks to create a world where having a transformative mindset is valued over all other skillsets. By embracing the liminal state, they empower leaders and service-based organizations to navigate change, foster innovation, and achieve success.

Their holistic approach to coaching addresses the operational aspects and also the human dynamics that drive success. From navigating complexities to unleashing the creative genius within, Liminist partners with you to create an agile, innovative, and high-performance culture.

Led by their Chief Liminist, Teresa Caro, along with hand-selected partners, they have a proven track record in driving results, fostering innovation, and building cohesive teams, making them a standout option in guiding organizations through change and unlocking your true potential.

Website | LinkedIn

Teresa Caro, Chief Liminist, Liminist

Teresa Caro Liminist — **Teresa Caro, Liminist**

As a seasoned marketing executive, Teresa Caro has helped many organizations navigate transitions and transformations and achieve lofty goals such as being acquired, exponentially increasing shareholder value, or transforming from a traditional organization to a digital one. Today, as Chief Liminist, strategic advisor, and executive coach, Teresa helps people and organizations master the “art of the pivot,” embrace change and achieve audacious goals.

If you would like to talk more about this podcast or coaching services for marketers, feel free to set up a time with Teresa on Calendly.

Questions and Topics in this Interview:

Can you share with us the story behind the creation of Liminist and how it has evolved to become a transformative force in the world of leadership coaching?
What is the essence of Liminist and why is perspective transformation so significant in driving organizational success?
In a recent LinkedIn article, you mention the power of a liminal state combined with a transformational mindset. Can you elaborate on how these two elements work together to unlock an organization’s true potential?
For visionary leaders who are seeking to navigate organizational change, what specific insights or strategies does Liminist offer to help them overcome challenges and drive innovation?
How does Liminist differentiate itself from other leadership coaching approaches in the industry? What sets it apart?
In your article, you mention the boundless creativity and growth potential that can be unlocked through perspective transformation. Can you provide some practical guidance or tips for leaders who want to tap into these qualities within their own organizations?
Finally, what is your vision for the future of Liminist? How do you see it continuing to make a positive impact in the realm of leadership coaching and organizational transformation?

The One Liquidity Rule Every Business Owner Should Follow, with Bill McDermott, Host of ProfitSense

July 25, 2023 by John Ray

North Fulton Studio

The One Liquidity Rule Every Business Owner Should Follow, with Bill McDermott, Host of ProfitSense

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The One Liquidity Rule Every Business Owner Should Follow, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill McDermott lays out the one liquidity rule every business owner should follow.

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.

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and 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 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 and 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 Twitter and follow McDermott Financial Solutions on LinkedIn.