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LIVE from SOAHR 2023: Robin Stenzel, Chief People Officer, Sparq, and 2023 Board Chair, SHRM-Atlanta

April 3, 2023 by John Ray

Robin Stenzel
North Fulton Business Radio
LIVE from SOAHR 2023: Robin Stenzel, Chief People Officer, Sparq, and 2023 Board Chair, SHRM-Atlanta
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Robin Stenzel

LIVE from SOAHR 2023: Robin Stenzel, Chief People Officer, Sparq, and 2023 Board Chair, SHRM-Atlanta (North Fulton Business Radio, Episode 628)

Robin Stenzel, Chief People Officer at Sparq and SHRM-Atlanta’s 2023 Board Chair, joined North Fulton Business Radio host John Ray LIVE at the Business RadioX® remote at SOAHR 2023. Robin discussed Sparq, remote work at Sparq and how culture is built and maintained, the success of the SOAHR 2023 conference, what’s in store for SHRM-Atlanta members for the rest of 2023, and more.

This show was originally broadcast live from SOAHR 2023, the annual conference of SHRM-Atlanta, held at the Gas South District Convention Center, Duluth, Georgia on March 28th and 29th, 2023. This series of interviews was underwritten by Oberman Law Firm, your legal guide to workplace complexities.

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

SHRM-Atlanta

SHRM-Atlanta is one of the largest chapters of SHRM and shares its purpose of elevating the HR profession. As a leader in the Atlanta metro business community, SHRM-Atlanta strives to be the premier resource for those working in and supporting the human resource function. SHRM-Atlanta’s predominant goal is to be the voice of HR in metro Atlanta and be the first contact for those seeking information and solutions.

This will be achieved through the growth and diversity of members, education, and delivery of content, and by strengthening partnerships with organizations that share its vision.

Website | LinkedIn | Facebook | Instagram | Twitter

Robin Stenzel, Chief People Officer, Sparq, and 2023 Board Chair, SHRM-Atlanta

Robin Stenzel, Chief People Officer, Sparq and Board Chair, SHRM-Atlanta

Robin is Chief People Officer at Sparq and the Board Chair for SHRM-Atlanta.

Backed by Bain Capital Double Impact, Sparq is the leading U.S.-based digital engineering consultancy for building, deploying and supporting digital applications, products and experiences. Sparq assembles trusted software engineering teams that collaboratively solve challenges with creativity and rigor. Their experts know how to work together—with each other and with clients—generating momentum, velocity and success.

Company website | Company LinkedIn | Robin’s LinkedIn

 

Questions and Topics in this Interview:

  • About Sparq
  • Who works with Sparq
  • Advantages of being fully remote
  • Creating culture while being remote
  • Cohort and Community
  • Sparq’s areas of focus
  • SHRM-Atlanta

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.

The “LIVE from SOAHR 2023” Series is proudly underwritten by Oberman Law Firm

Stuart Oberman
Stuart Oberman, Founder, Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

 

Tagged With: corporate culture, Human Resources, North Fulton Business Radio, Oberman Law Firm, people officer, remote work, SHRM Atlanta, SOAHR 2023, Sparq, technology consulting

Hollie Deese, Nashville Interiors

April 3, 2023 by John Ray

Nashville Interiors
North Fulton Studio
Hollie Deese, Nashville Interiors
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Nashville Interiors

Hollie Deese, Nashville Interiors (Time Well Spent with Julie Hullett, Episode 15)

Hollie Deese, Owner and Publisher of Nashville Interiors Magazine, shared with host Julie Hullett her background, her love of Nashville and its creativity, how her days look, time management, the legacy she wants to leave, and much more.

After the interview, Julie shared a Quick Tip about your most valuable resource.

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

Nashville Interiors

Nashville Interiors is the premiere print shelter publication focused exclusively on interiors, art, building and design in Middle Tennessee.

Founded in 2000, the magazine prints quarterly and continues to grow a strong digital library and organic social media presence. Partner with Nashville Interiors to become part of Nashville’s dynamic and growing design and build community.

Website | Facebook | Instagram | YouTube | LinkedIn

Hollie Deese, Owner and Publisher, Nashville Interiors

Hollie Deese, Owner and Publisher, Nashville Interiors

Hollie Deese studied magazine journalism at Columbia College in Chicago, working at CS Modern Luxury and Chicago magazines before moving to Nashville in 2003 to work for The Tennessean.

In 2008 she left the paper to raise her children and grow her freelance career, writing and editing for the Nashville Ledger, Parade, AARP, The New York Times and multiple USA Today publications.

Deese has won 34 Tennessee Press Awards for her writing about business and development and took over ownership of Nashville Interiors in 2017.

LinkedIn

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of Time Well Spent with Julie Hullett

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website| LinkedIn | Instagram. Sign up to receive her newsletter.

Tagged With: concierge services, design, Hollie Deese, interior design, Julie Hullett, Julie Hullett Concierge LLC, Nashville Interiors, personal concierge, print magazine, time management, Time Well Spent with Julie Hullet

Riah Greathouse, Greathouse Trial Law

April 3, 2023 by John Ray

Riah Greathouse, Greathouse Trial Law
North Fulton Business Radio
Riah Greathouse, Greathouse Trial Law
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Riah Greathouse, Greathouse Trial Law

Riah Greathouse, Greathouse Trial Law (North Fulton Business Radio, Episode 627)

Riah Greathouse, Founder and Owner of Greathouse Trial Law, joined host John Ray on this edition of North Fulton Business Radio. Riah discussed his career journey and why he started his firm, what differentiates Greathouse Trial Law from other personal injury firms, mistakes individuals who have an injury make, and much more.

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

Greathouse Trial Law

At Greathouse Trial Law, LLC, they fight to get injured victims the compensation that they deserve. The firm’s focus is on auto accidents, hit & runs, DUI accidents, slip & fall, and wrongful death.

Website | Facebook | LinkedIn | Twitter | Instagram

Riah Greathouse, Owner, Greathouse Trial Law

Riah Greathouse, Owner, Greathouse Trial Law

Since being admitted to practice law in the State of Georgia, Riah Winston Greathouse has been counsel of record in over 5000+ criminal and civil matters throughout the state with a high rate of success. Mr. Greathouse earned his undergraduate degree at Hampton University and his law degree from the Thurgood Marshall School of Law at Texas Southern University in Houston, Texas, where he graduated in the Top 10% of his law school class. During his law school tenure, he gained invaluable experience with internships with Judge Clarence Cooper of the United States District Court in the Northern District of Georgia, as well as Chief Judge Myra H. Dixon of the State Court of Fulton County, Georgia. The respective judicial internships allowed him to gain a keen insight into the method in which judges operate, and how many of them expect attorneys to be prepared when appearing on clients’ behalf.

Following law school, Mr. Greathouse joined a premier DUI defense firm, where he zealously represented numerous individuals charged with DUI. While representing DUI clients, Mr. Greathouse earned his certification in National Highway Traffic Safety Administration DUI Detection & Standardized Field Sobriety Testing and attended the National College for DUI Defense at Harvard. Mr. Greathouse has also served his community as an Assistant District Attorney in Fulton County, Georgia for several years, where he prosecuted cases ranging from drugs to violent felonies throughout the county. His service as a prosecutor yielded a tremendous amount of courtroom experience, which allowed him to attack cases with tenacity, oftentimes proving to be beneficial in securing a favorable resolution. After leaving the Fulton County District Attorney’s Office, Mr. Greathouse joined a nationally recognized plaintiff’s firm, where he represented injured victims and estates on behalf of decedents in wrongful death actions.

Since starting Greathouse Trial Law, LLC, Mr. Greathouse has been selected to National Trial Lawyers Top 40 Under 40, the Georgia Super Lawyers Rising Stars, has secured over 50 million dollars on behalf of injured victims and has built the Nation’s fastest-growing small law firm in 2020 according to Law Firm 500.

In addition to fighting on behalf of injured victims, Mr. Greathouse works to promote reform in the criminal justice system with his work as President of Caseless Inc., a mobile application that leverages GPS tracking and facial recognition technology to increase reliability and confidence in monitoring offenders.

When Mr. Greathouse is not in the courtroom, he finds time to serve as the Chairman of the Board of Directors for Zena’s House, Incorporated, a board member of Impact CDC, Woodward Academy Alumni Board, and is a former member of the City of Atlanta’s Board of Ethics. He is a member of Alpha Phi Alpha Fraternity Incorporated and also enjoys spending time with his family, worshipping at Impact United Methodist Church, and rooting for the Falcons, Braves, Hawks, and UGA.

LinkedIn

 

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.

RenasantBank

 

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.

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/.

Tagged With: attorney, Greathouse Trial Law, John Ray, North Fulton Business Radio, North Fulton Radio, Office Angels, personal injury attorney, personal injury law, personal injury law firm, personal injury lawyer, renasant bank, Riah Greathouse, trial attorney

Corporate Internal Investigations

March 31, 2023 by John Ray

Corporate Internal Investigations
Advisory Insights Podcast
Corporate Internal Investigations
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Corporate Internal Investigations

Corporate Internal Investigations (Advisory Insights, Episode 37)

On this episode of Advisory Insights, Stuart Oberman of Oberman Law Firm discusses the do’s and don’ts of corporate internal investigations. Stuart covers topics such as the importance of developing an effective internal investigation process, handling whistleblowers and their complaints, expectations for reporting and documentation for compliance initiatives, and ethical considerations, and much more.

Advisory Insights is presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps. You can find the complete show archive here.

TRANSCRIPT

Intro: [00:00:02] Broadcasting from the studios of Business RadioX, it’s time for Advisory Insights. Brought to you by Oberman Law Firm, serving clients nationwide with tailored service and exceptional results. Now, here’s your host.

Stuart Oberman: [00:00:20] And welcome everyone to Advisory Insights. Stuart Oberman here. And I want to talk a little bit about small, medium, large-sized businesses. The title of today’s podcast is Corporate Internal Investigations: Do’s and Don’ts.

Stuart Oberman: [00:00:37] At some point, no matter what size company you are, you are going to have to investigate something internally. It could be a big problem. It could be a small problem. But at some point, you’re going to have to investigate a certain course of conduct. Now, our clients range anywhere from small to global, so we’ve really had a wide, wide range of investigations that we do all the way from fraud, to Department of Justice matters, to felonies, white collar crime.

Stuart Oberman: [00:01:16] And I want to cover a couple of things because there’s rules regarding corporate compliance and oversight that you have to know. Again, it doesn’t matter whether you’re small, medium, large, but you have to be able to promote and maintain an ethical corporate culture no matter how small or big you are, because it is paramount and the complexities are so integral that, again, it’s the same scenario no matter what size you are. So, I don’t care how big you are, you need to develop or have some kind of structure for the development of an effective internal investigation process.

Stuart Oberman: [00:02:01] So, when you start this process and you have a compliance program, again, you got five employees or 500 or 5,000, it doesn’t matter. We’re talking basics here. Every business with employees should have a compliance program.

Stuart Oberman: [00:02:19] And what are the expectations of the reporting and documentation for compliance initiatives? All kind of Federal, you got OSHA, you got HIPAA for medical, State, Federal, we got all kinds of regulatory matters that you just have to know. What are the risk assessments? How do you develop the internal investigations? What do you involve in white collar prosecutions? What’s the evolving role of your board, if you have a board, if you’re that big? So, you’ve got all kinds of considerations.

Stuart Oberman: [00:02:53] And I want to take a look at the start of the internal investigations. Again, I don’t want to go down a rabbit hole with these because it really, really can, but I want to get some basics down on the wire, if you will.

Stuart Oberman: [00:03:04] So, first, you got to decide whether or not you’re going to conduct an internal investigation. What is done? What’s the extent? And how deep do you need to roll with that? When you start the investigation, first and foremost, you have to define a goal. What is the end result you want to achieve? How do you get there? How do you gather the evidence? How do you interview the employees? Are the employees under the corporate attorney-client privilege? Have you instructed them to get their own counsel? And then, who do you report to? What is the reporting requirements? Are the reporting requirements attorney-client privileged?

Stuart Oberman: [00:03:44] If you’re investigating someone or something on behalf of a corporation, who’s your client? You have to define that because that may determine whether or not your results are discoverable. Discoverable. And who do you disclose the investigation reports to? Is it a person or, again, a board? Or is it an outside auditor who’s hired you? Is it the business’ CPA?

Stuart Oberman: [00:04:18] Again, all areas you need to look at. You have to have a blueprint with this. You can’t just go in blind and start swinging the hammer in investigations because that will absolutely end in a disastrous result.

Stuart Oberman: [00:04:33] So, first and foremost, we’ve also got to take a look at the corporate compliance governing employment and privacy laws. Does the company have a code of ethics? If not, I would encourage you to draft a code of ethics. Is it a form? Is it a holistic approach? That’s an individual corporate matter. But you have to have a corporate code of conduct. I don’t care how big you are, you have to define.

Stuart Oberman: [00:05:01] And this goes back to my earlier podcast, and I speak so many times, do so many podcasts, Where is your employee manual? This all leads up to what the employee manual is. I want you to take a look at your code of conduct regarding discrimination, harassment, business gifts, restrictive covenants, non-competes. Goodness gracious, the whole world is going against non-competes. We got the FTC. We got the National Labor Relations Board. What is your conduct?

Stuart Oberman: [00:05:35] Do you have a drug free workplace policy? What happens if you have an employee that goes into a state that is marijuana or cannabis friendly, what do you do? How do you deal with it? How do you investigate that?

Stuart Oberman: [00:05:50] Whistleblower. So, you’re asking, “Stuart, what’s a whistleblower?” So, is there a person in your organization who reports to you or to the Federal Government, State Government problems, irregularities, or violations? And do you have a hotline for that? So, you got 20 employees and you have an employee who wants to report something to you. Obviously, if you’re the owner of the business, they’re going to be very, very hesitant about coming to you. My suggestion would be to have an anonymous hotline for company code of conduct violations.

Stuart Oberman: [00:06:33] Next question is data security. Where are you storing that sensitive data that if leaked, if hacked, if discovered can have a damaging, damaging effect on your business? So, again, privacy laws, data compliance, what platform, how secure is that?

Stuart Oberman: [00:06:54] So then, I want to take a look at some some really ethical considerations in any kind of investigation. Ethical considerations. So, you’ve got conflict management, you’ve got employees, and then you’ve got corporations. Who was your client? Is it the employees? What if your employees that you’re interviewing have some very, very negative things to say about the corporation, what do you do with the information? Who are you representing?

Stuart Oberman: [00:07:23] Is the information that you receive subject to attorney-client privilege? That, you’ve got to know right off the bat who your client is, because that will determine how you process information, how much is that protected. And then, how do you ethically manage your corporate clients or your outside client, how do you manage those? What’s the guidelines? So then, what are your ethical considerations in the internal investigation?

Stuart Oberman: [00:07:50] And these are all questions, and I’ve given you guys more questions than answers because these things I want you to consider. I want you to review managing multiple jurisdiction employment compliance initiatives. What if you have ten locations in different states? What are your handbooks? Are you a global company or local? Code of Conduct, hotline, HR Policies? Goodness gracious, I probably did a million podcasts regarding HR cross border matters.

Stuart Oberman: [00:08:27] Benefits, equity, and what are your incentive plans for reporting violations, if there are any HR issues? In a merger and acquisition and you discover things after the fact, how do you deal with that? How do you divest yourself of that information? And, again, I’ll go back to data privacy laws. Where is that information kept?

Stuart Oberman: [00:08:52] Folks, that’s a lot of information. Again, a lot of times on some podcasts, I’m giving you more information than I’m asking. But in this case, I’m asking much more information because I want you to understand the ramifications if you don’t go into these investigations with a clear blueprint of where you’re at, where you’re going, who your clients are, what’s the data, how is it going to be handled, how is it stored, what’s the end result.

Stuart Oberman: [00:09:21] Folks, that’s our podcast for today. Stuart Oberman here, Advisory Insights. Thank you so much for joining us. If you need to reach us, please feel free to give us a call, 770-886-2400, or email, stuart, S-T-U-A-R-T, @obermanlaw.com. Thanks everyone and have a fantastic day.

Outro: [00:09:43] Thank you for joining us on Advisory Insights. This show is brought to you by Oberman Law Firm, a business-centric law firm representing local, regional, and national clients in a wide range of practice areas, including health care, mergers and acquisitions, corporate transactions, and regulatory compliance.

About Advisory Insights Podcast

Presented by Oberman Law Firm, Advisory Insights Podcast covers legal, business, HR, and other topics of vital concern to healthcare practices and other business owners. This show series can be found here as well as on all the major podcast apps.

Stuart Oberman, Oberman Law Firm

Stuart Oberman
Stuart Oberman, Founder, Oberman Law Firm

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the healthcare industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance with corporate structures, third-party reimbursement, contract negotiations, technology, healthcare fraud, and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, and continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on healthcare facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the healthcare industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: Advisory Insights, Advisory Insights Podcast, attorney, Corporate Internal Investigations, employment law, employment lawyer, Oberman Law, Oberman Law Firm, Stuart Oberman

Gayle Ely, Total Life Leadership

March 30, 2023 by John Ray

Gayle Ely
North Fulton Business Radio
Gayle Ely, Total Life Leadership
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Gayle Ely

Gayle Ely, Total Life Leadership (North Fulton Business Radio, Episode 626)

Gayle Ely, Leadership Coach at Total Life Leadership, joined host John Ray to chat about her work as a leadership coach and trainer. Gayle discussed the inspiration for the Passionate Leadership Model she developed, the six pillars of that model, misconceptions about leadership, her work with non-profit organizations, success stories, and much more.

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

Gayle Ely, MBA, PCC, Leadership Coach, Total Life Leadership

Gayle Ely, MBA, PCC, Leadership Coach, Total Life Leadership

Gayle Ely is a Leadership Coach, Trainer and Team Facilitator known for partnering with non-profit and public sector leaders who secretly ask themselves the question “How Do I Become a Better Leader?”

Using the Six Pillars of Passionate Leadership, together, Gayle and her clients create a firm foundation from which to successfully lead teams and organizations. Gayle’s clients no longer find themselves saying “I love my work – except for the people part.” Instead they find themselves as passionate about leading people as they are about the service they provide. The result is higher impact and more successful outcomes for clients and customers.

Gayle has also co-authored the book Spiral Up: The Surprising Secret to Great Team Results. The leadership fable provides an innovative framework for effective teamwork and reveals the secret that can take a team to new heights.

Gayle’s community activities include:
• Adjunct professor teaching leadership and self awareness classes for Philadelphia College of Osteopathic Medicine (PCOM) graduate students.
• Board President for Creative Community Services, a non-profit agency serving behaviorally and mentally challenged children in foster care and adults with disabilities.
• Pro bono coach for students in the Georgia State University WomenLead program.

Website | LinkedIn

Questions and Topics

  • What’s your story? What got you interested in working with non-profit and public sector leaders?
  • What are non-profit and public sector leaders grappling with today?
  • Tell me about the Passionate Leadership Model you developed.
  • What is one area leaders don’t focus enough on?
  • How could “Passionate Leadership” address the challenges facing the leaders you work with?
  • What’s the one thing people often don’t understand about leadership?
  • What type of person would enjoy working with you?
  • What’s the best way to engage with you?

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.

RenasantBank

 

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.

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/.

Tagged With: Facilitator, Gayle Ely, Leadership, leadership coach, leadership training, nonprofits, North Fulton Business Radio, Office Angels, passionate leadership, renasant bank, Spiral Up, Total Life Leadership

Cassandra Finch, Plant Power U

March 29, 2023 by John Ray

Plant Power U
Hello, Self . . .
Cassandra Finch, Plant Power U
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Plant Power U

Cassandra Finch, Plant Power U (Hello, Self… Episode 16)

Cassandra Finch, holistic health coach at Plant Power U, and host Patricia Leonard had a lively conversation about how we eat,  how it impacts our energy and those around us. Cassandra discussed sleep, inflammation, attending to what our bodies are telling us, the changes her clients are experiencing, and much more.

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

Cassandra Finch, Health Coach, Plant Power U

Cassandra Finch, Health Coach, Plant Power U

Cassandra Finch is a holistic health coach who helps people find the inspiration and time to add the power of vegetables to their everyday meals.  An Emmy award-winning former television reporter, she is the founder of Plant Power U, a health-centered motivational company.

Cassandra helps her clients and community claim ownership of their lives by showing them that the future of their fate starts with what’s right on their plates.  Cassandra has cooked professionally in restaurant kitchens and spent countless hours sharing with the curious, the confused, and the courageous how their health and life struggles are just the invitations they need to follow a new way of living that begins with food.

Her desire is for all health seekers to learn the secrets and daily habits that can plant power their lives so they can discover who they are truly meant to be.

You can follow Cassandra on Facebook and Instagram under Plant Power U or email her at cassandra@plantpoweru.com.

Website | Facebook | Instagram

About Hello, Self…

Hello, Self… is a biweekly podcast focused on inspiring stories of turning dreams into reality. Join coach and author Patricia Leonard and her guests as they share life-changing Hello, Self… moments.

Hello, Self… is brought to you by Patricia Leonard & Associates and is based on the new book by Patricia Leonard, Hello, Self.., available here.

The show is produced by Arlia Hoffman in association with Business RadioX®. You can find this show on all the major podcast apps. The complete show archive is here.

Patricia Leonard, Host of Hello, Self…

Patricia Leonard, Host of Hello, Self…

Patricia Leonard is President of RUNWAY TO SUCCESS, a division of Patricia Leonard & Associates located in Nashville, TN.  She is a MESSAGE ARTIST speaker, career & business coach, author and magazine columnist.  Patricia consults with clients on leadership, empowerment, career management, entrepreneurship and the power of language.  Her work is focused on helping clients find their runway to success!

She has a professional background in management, human resources, corporate training, business consulting and talent development.   Patricia has worked with companies in the service, music, banking, manufacturing, publishing, warehousing, healthcare, academic, retail and financial industries, and has taught management classes as an adjunct professor.

Patricia has a degree in Human Resource Management, is certified as a Career Coach and Consulting Hypnotist and is MBTI qualified.

Her volunteer energies are focused on Women in Film and Television-Nashville, where she is a Board Vice President; Dress for Success as the Advisory Board President; and International Coaching Federation-Nashville where she held Board roles for several years.

Patricia is the author of Wearing High Heels in a Flip Flop World, BECOMING WOMAN…a journal of personal discovery, THE NOW, HOW & WOW of Success, Happenings, a full year calendar of inspirational messages and a spoken word album titled, I AM…

She enjoys songwriting, creating poetry and has written a one-woman show and artistic speech she performs titled Hello, Self…, about a woman in midlife reinventing herself, which led to her new book by the same name, available here.

On the personal side, Patricia, describes herself as a woman, lover of life, mother, grandmother, career professional and message artist; AND in that order!  Her goal is to continue inspiring others, of any age, to START NOW creating and expanding their Runway to Success.

She believes that life is a gift, the way we wrap it is our choice.

Connect with Patricia:

Website| LinkedIn | Facebook | Twitter | Instagram

Tagged With: Coaching, food, health coach, health coaching, Hello Self Podcast, Hello Self..., Patricia Leonard, Patricia Leonard & Associates, plant-based foods, relationships, Vegetables, wellness

Effective Copywriting for Professional Services: An Interview with Gloria Russell, Russell Resources, LLC

March 29, 2023 by John Ray

Effective Copywriting
North Fulton Studio
Effective Copywriting for Professional Services: An Interview with Gloria Russell, Russell Resources, LLC
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Effective Copywriting

Effective Copywriting for Professional Services: An Interview with Gloria Russell, Russell Resources, LLC

Copywriter Gloria Russell joined host John Ray to discuss the elements of effective copywriting for professional services providers. Gloria talked about the problem of services providers talking too much about themselves, uncovering their unique brilliance, the rise of AI and what it means for copywriting, why reading makes for better copywriting, and much more.

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

Russell Resources

How you show up and serve your clients is more important now than ever.

At Russell Resources and writer.mn, they help U.S. business owners who are bogged down with ineffective website content and unclear marketing messages.

They know that you would like to finally feel confident that you are sending the right message to the right audience. They understand that successful messaging must authentically resonate with your ideal clients. With their marketing and writing expertise, they would love to talk with you about helping you attract more of your ideal clients to increase revenue and profit.

Russell Resources can help you extend your reach, so it delivers value to you and your clients. They provide the strategic, client-focused, written content that sends your unique message to those you most love to serve.

Website | LinkedIn | Instagram

Gloria Russell, Founder and Lead Copywriter, Russell Resources LLC

Gloria Russell, Founder and Lead Copywriter, Russell Resources LLC

Nine years ago, Gloria Russell launched Russell Resources LLC to help entrepreneurs upgrade their marketing strategy and copywriting. She works with service-based businesses to gain clarity on their preferred markets, ideal clients, and services that provide in-demand solutions. Her compelling content enhances visibility, credibility, and marketability by reaching the right audience through engaging topics on websites, blogs, and LinkedIn posts.

After a lengthy corporate career, Gloria now enjoys working with clients across the country from her office in west central Minnesota. She treasures all the special times with her children and grandchildren who live out of state. Her son, Ryan, and family live in Virginia, and Michigan is home to her daughter, Odessa, and family.

Gloria enjoys travel, music, adventure or mystery books and movies, home improvement projects, and the cheery sound of birds chirping.

LinkedIn

TRANSCRIPT

John Ray: [00:00:00] And hello again, folks. I’m John Ray on The Price and Value Journey. And I’m delighted to welcome my friend Gloria Russell. Gloria is based in Minnesota, but she works all over the country and she works with a number of different verticals, you might say, performing copywriting services, giving them copywriting that they need for their website. It might be for brochures or social media posts or maybe LinkedIn or what have you.

But I’ve known Gloria for a while now and I really love her work. I love her perspective. And I thought she would be a great person to talk to about effective copywriting for professional services firms. Gloria, thank you so much for joining me.

Gloria Russell: [00:00:50] Thank you so much. It’s a pleasure. Thank you for the invitation.

John Ray: [00:00:54] Absolutely. So I didn’t do your background justice because you’ve done so much great work. But I’m going to turn it over to you and tell the listeners a little bit more about your background and how you became a copywriter.

Gloria Russell: [00:01:15] Well, I think, John, it actually started kind of a young age, at least for the writing part of it. When I was a young girl, I used to actually rip pictures out of a magazine and then I’d write my own story. I had quite the imagination. And I’m a reader and I think readers make good writers a lot of time. And it’s probably just because you have that exposure to the written word and the spelling and word usage, just all of that. And of course, you love the impact and the adventure. But I do feel like readers oftentimes make good writers.

And so that’s kind of how I began. I used to like to write. I always been a reader. But if you fast forward to my corporate career, there I had a variety of responsibilities. But part of it was I wrote internal and external communications. And for some of them I was the author, but for others I was writing for other people. It might have been the owner of the company, the VPs, the CEO, the C-suite, whomever.

And so I learned, and I feel like some of it might have been a little bit of a natural tendency. But I learned through years of practice how to write in the voice of many different people. And it was really fun for me. So I enjoyed that a lot.

John Ray: [00:02:49] You said something there I want to follow up on. You talk about the connection between reading and writing. Talk about how important it is to read in order to develop your writing skills.

Gloria Russell: [00:03:06] I think it is, most definitely, because and I think that’s one of those things that really helps. When you read, and I’ve got the whole bookshelf, when you read, you really see how stories develop. You see different styles of writing, but you can also recognize the good patterns and even just the words and the spelling and all of that. I’m one that finds the mistakes in books. And I’m always thrilled when I read a book and there are no mistakes, but I think it is important.

It’s kind of funny, John, because in my corporate days when I did a lot of writing, I didn’t call myself a copywriter. Even though I certainly was, but that was just one of my many duties. And I didn’t call myself a copywriter. It wasn’t until I decided to leave the corporate campus and start my own business that I realized, oh, now I’m a copywriter.

Because what I was trying to do, I wanted to help business owners with their copywriting, with their content, with how they projected themselves. And that’s what they told me they needed the most. So the things I love to do, that’s what I decided. And I do love it because it offers me a lot of freedom and flexibility at this stage of my career. But now I indeed do call myself a copywriter because that’s what I do all the time. So I’ve owned up to it now.

John Ray: [00:04:45] Okay. Well, I want to talk about that term for just a second, because the term itself, I understand why you use it because that’s what people are looking for. So you have to call yourself that, right? But the writing itself is the task, and you do so much more than that. And really, and this is true for any good copywriter, right? I mean, it does not start with the writing. It starts with something bigger than that. Talk more about that.

Gloria Russell: [00:05:20] Yeah, absolutely. Well, so there is the writing thing, and that’s the part where I say I kind of came by that early and came by that honestly. But when I talk about the content, really, it’s the marketing. And sometimes people don’t know that’s what they need and they’re asking for the writing, which is definitely the product. But a lot of times, it’s the marketing and they don’t quite understand that.

So when clients come to me, typically what they’ll say is they need the content, they need the writing, but they don’t have time, they don’t know how to write, they can’t write. Some of them just say it would be torture. So they want something professional, something that’s really going to serve them well, represent them well, but they’re not sure how to provide that for themselves.

So a lot of times, even I do use the word copywriting because you need to, but a lot of times I use the term marketing content. So I’ll say I write marketing content, or I create marketing content. And I think sometimes people understand that a little bit better.

John Ray: [00:06:33] You know, I think I’m qualified to judge a bad copywriter from a good one because I’ve had bad ones and I’ve had good ones, and that means you. And I think the difference is the copywriters that play into people’s point of view, right? I mean, and I think your talent, it seems to me, is giving professional services providers and other companies you work with a point of view makeover that it’s not about them and what they do per se.

Gloria Russell: [00:07:14] This is so true. I think what you need to do and what people want, sometimes they’re just not really able to express it. But really, we need to uncover their unique brilliance and how they’re different and how they relate to the client. Because in the writing and in the copy that people are going to read, it needs to be all about the client.

There are many different types of copywriters. There are some and they are professionals as well. But there are some that will write for a particular industry, and they will maybe create companies that will create a website and the copy that goes with it, and they sell that same thing to everyone in that niche or all the same.

So there’s really no way to differentiate when you see that. And if that’s something that works for you and that’s what you need, that’s great. You have to know what your objectives are and what your goals are. For me, I like to provide original content. And so that means I really need to get to know the business and who their ideal clients are.

John Ray: [00:08:22] Yeah. And I guess this also comes around to a lot of professional services providers have, they’ve gotten trained too. Right? I mean, they’ve done a lot of writing along the way, particularly attorney’s verticals like that. Right? They’ve done a lot of that. So. If you’re a good writer, why do you need to hire a copywriter?

Gloria Russell: [00:08:55] Well, there’s usually two reasons. People will come to me, and they’ll say, I am a good writer. And they are, but they don’t have time. They absolutely do not have the time. And that’s not where they want to focus their energy. But most of them are good, they’re good writers, but they don’t really understand the marketing side of it. And you need to really love the outcome.

So once you have new content, say for your website, your blogs, your LinkedIn profile, bios, whatever it is, you want to feel really good about that and proud of it because I feel really bad when people say, yeah, I wrote it but it doesn’t really do the company justice. It doesn’t really help me. People aren’t attracted to it.

And the whole thing is you need to speak to the clients. You need to show what’s in it for them and you need to do it pretty quickly. So I think a lot of times the real reason is it’s just a matter of the marketing side of it. People have trouble talking about their own, talking about themselves or their own business a lot of times.

John Ray: [00:10:06] Well, my sense of it is they talk too much about themselves. So maybe they’re too good at talking about themselves as opposed to talking about what’s going on in the heads of the potential client that they have, right?

Gloria Russell: [00:10:20] Right. Well, that’s absolutely true. And that’s one of the things that I see as probably the biggest, well, I would say undoubtedly the biggest mistake that people make when they write their own content. And a lot of people will do that, especially when they’re starting out. But they talk too much about themselves and too much about the company and we do this and we do that.

But the truth is, when someone comes to your website or looks at some marketing materials, whatever it is, they want to know what’s in it for them. And people don’t have a very long attention span anymore. I don’t either. So they want to see it and they want to see it quickly. So you really need to talk about the client and what’s in it for them. That’s what gains you the outcome that you’re really looking for.

John Ray: [00:11:11] Well, let’s talk about the, I guess, the piece of this that involves how you work with a client and how you get to that point. So dig into that for us. Take us through what that looks like for you as you unpack all that with a client.

Gloria Russell: [00:11:33] Well, when there’s a new client, the first thing always is to get to know them. So I will spend time with them to really understand what drives them their why, why are they in it? I’d like to know about their business, the mission, the vision, what they’re hoping to achieve. And so we have some discussions on that. Some of them will go pretty deep to see what’s it all about. I want to know what’s important to them.

But the second thing we’ll talk about is who is their ideal client? Who are they really looking for? Who do they want to serve? And those are the people that we want to attract because we want them to fall in love with you so that you can serve more of those type of people. So we discuss all of that with an understanding of what their goals are and who they’re really going to be basically a hero to. And then we decide what needs attention and where we can show the client some love. So it might be their website, it might be their LinkedIn, it might be blogs. Sometimes it’s video, video scripting, case studies, whatever they need. But you need to start with those elements first.

John Ray: [00:12:49] Do you find that you discover more about the clients of a service provider than maybe they knew themselves?

Gloria Russell: [00:12:59] It happens sometimes. Yeah. The interesting thing is when I talk with business owners, most of them know a lot about their business and what their goals are and what they’re trying to achieve, who they want to serve. Some of them are very clear on who their preferred clients are and who they can really make a difference for. But some of them are not so clear, especially if they’re a little earlier on in their business.

Or during the pandemic, a lot of people change their focus or do a little bit of a switch and they might have added services or just they’re doing their work differently. They might even be looking for a different set of clients. So we would talk about that. And sometimes we need to have a little bit more discussion on that to really understand who it is they’re looking for. Because until I know who those clients are that they really want to serve, I can’t write for them. I need to know who they are so that I can write directly to them, and it will speak to them and resonate with them.

John Ray: [00:14:11] Yeah, that makes sense, Gloria. Now, so you go through — and I know this from working with you. You go through a pretty extensive interview process, right? And you record that interview, so you have access to that later, right?

So I guess what are the big — are there surprises that come out of that? I’m just curious if your clients sometimes have epiphanies about their own business that maybe they didn’t fully appreciate? And just because you’re an independent third party and looking for their special sauce that you find things they didn’t know they had.

Gloria Russell: [00:15:01] This is true. It does happen sometimes. And it turns out to be a delightful journey for the business owner, I feel. And they’ll say, oh my gosh. And sometimes I think they’re a little bit worried about it, like, well, it will be too overwhelming, depending on where they are at. It depends really on how deep we go into that and how much we have to do.

But typically, at the end, they’ll just say, oh my gosh, I learned so much and I’ve narrowed things down and I have much more clarity now. And they realize that actually the exercise was fun. And so, I really love that because I don’t want anybody feeling nervous about it or like it’s going to be too much work. But you do have to ask the right questions so that you can uncover the essence of their business goals and what they’re really trying to accomplish.

John Ray: [00:15:57] Yeah, that makes sense. So what are the services businesses that you find maybe the most challenging to write for and why?

Gloria Russell: [00:16:13] That one’s pretty easy for me. And every copywriter might have a different answer. But for me, the most challenging are legal and financial. And it doesn’t mean that I don’t write for them. I do. I will write things like ads. I’ll do their LinkedIn profiles to make sure it really represents them well. I will do some website content, or it could be blogs or posts.

What I won’t do is I won’t do white papers or something that really gets deep into the topic. And the reason is I’m not the expert on the legal and the financial. That’s not my main focus. And there are a lot of things in those industries that you can’t say or certain ways you can’t say it. There are certain words you can’t use. And so, I just avoid that. And if there is someone who needs that type and that depth of copy for legal or financial, I refer them to someone who only works with that group.

John Ray: [00:17:23] Okay, cool. So let’s say we’ve got some someone listening to this, and they’ve decided, okay, I give up, I’m going to hire my own copywriter. So one question that I get a lot from people is I don’t know how to judge. I don’t know how to judge who’s a good fit for me and who’s not, because it all kind of sounds the same to me when I go to their website or what have you. So how do you counsel someone on how to make a good selection of a copywriter for their business?

Gloria Russell: [00:18:03] Well, I think there are ways that you can go about that. And first thing I would do is you have to have an idea of what you need. But you can go to the copywriters, look for their LinkedIn. And when you look at their LinkedIn profile, you can gain a little bit of an idea of who they are, what they do, what it might be like to work with them. And you can see a little bit about their style.

The other thing you can do is you can look at their recommendations and that will tell you something I think that’s valuable. And the LinkedIn recommendations are awesome. You can see who said what. You can even see the date that it was posted. So I think that’s really good. You can also go to their website and just see how they wrote their own website and who they seem to be speaking to, that kind of thing.

So I think those two. And then if it seems like something that speaks to you, you can ask for a conversation. I’m sure that any copywriter would be very happy to have a chat and you can decide if it’s a good fit.

John Ray: [00:19:22] Yeah. Okay. So I want to get to the topic of the day, which is AI and ChatGPT and Google has Bard coming out. Well, it’s already out right now, but talk about just how you view AI and copywriting and your ability to do what you do.

Gloria Russell: [00:19:52] Yes. It certainly is the topic of the day, isn’t it?

John Ray: [00:19:55] Oh, yeah.

Gloria Russell: [00:19:57] For me, I love technology, so I don’t think of AI or any kind of techno innovative happenings as any kind of a threat. If you think about over the years, all the technology changes we’ve had, it’s exciting and we have capabilities now that we never had before. And this is another thing. I mean, it’s ever-evolving and it will continue to evolve.

I know there are people who aren’t as fond of technology. Probably they think, oh, now we have to learn another thing. Or some people just don’t like change. And so that impacts how people feel about things. I’m one of those that really embraces change and technology. I mean, as long as it can do something for me that might be productive, it’s great. So change doesn’t bother me.

I mean, even in my personal life, John, I, like a lot of people don’t like to move and I have moved many times. For me, that’s just an adventure. I don’t have to clean my closets. I can just move. And I kind of take that same perspective with technology. And I think AI can really help a lot of business owners and it can help a lot of career professionals in many ways that might not have been available to them before. And it will keep getting better.

I’ve seen a lot of my clients use AI effectively for writing emails. Some of them, especially if they’re a little concerned about how to structure the sentence or which words to use, they find it very valuable. I’ve seen others use AI as they start projects, maybe to outline something or to gain some other ideas. That is another benefit.

And then of course, there are some people who are using AI to write their posts in their blogs and their eBooks and all of that. And it’s amazing if you just watch it unfold, it’s just like, oh my gosh, look at this, it’s amazing to just see it happen so quickly.

But here’s the caution. And this is my view, but here’s the caution. This is like anything, I believe the output is only as good as the input. And so to use it well, you really need to spend some time with it and improve the questions you ask, and you need to know when to use it and basically create a strategy.

John Ray: [00:22:35] Yeah. There’s something beguiling about getting the results as quickly as you get them. And what I mean by that is it’s kind of like if you, well, I’m dating myself. Probably not you, but I’m dating me. So, I mean, when, I guess it was VisiCalc, came out and the old spreadsheet software and because everything was so well organized and so forth, I mean, you maybe took a little bit of a, had more confidence in the results than you should. Right. Just because of the way the output looked. Right. And it strikes me that something like ChatGPT is very similar.

Gloria Russell: [00:23:28] Yes. Yes, I think so. I don’t believe for a minute that it would replace humans for exceptional copywriting, but it can help speed up the process a little bit if really learn how to use it to your benefit. And on the other hand, I’ve had clients come to me in the last weeks saying they don’t want to use AI for their content because they don’t feel that it gives the personality, or it doesn’t add to their branding, and it just doesn’t pull it all together. So that’s why they would like for me to do it so that they know that that’s they’ll get the outcome that they want.

But the whole thing is fascinating. And I think the other caution that I would have is it’s like anything else, it’s not perfect. And so when you use ChatGPT or the others, it will create content that can sometimes be inaccurate and there can be mistakes. It’s like any software actually even if — well, it’s because I know I guess. But if I use the grammar software, I can see it make mistakes or I can see it use a word that changes the meaning basically of what I want to say. And it’s not going to be a good thing for me.

So you have to be aware that all the information might not necessarily be accurate and some of it might be a little bit biased. So you have to, when you’re using it, I feel like you need to, in the end, really make it your own and edit it. Make sure that it has the proper content, grammar, tone and flow that you’re looking for. In other words, what you really want is something original, not strictly machine generated.

John Ray: [00:25:21] Right. Yeah. And so do you use ChatGPT or its equivalents? Do you use AI yourself?

Gloria Russell: [00:25:33] I do to a point. I do to a point. But I certainly don’t write my clients content with ChatGPT. No.

John Ray: [00:25:45] Okay.

Gloria Russell: [00:25:46] N-O.

John Ray: [00:25:47] So I got it. So are you using it for like research, outlining, prompts, or that kind of thing? Is that the extent of your usage?

Gloria Russell: [00:25:57] Pretty much. I would say, honestly, I’m using it just to see what it can do.

John Ray: [00:26:02] Okay. Okay.

Gloria Russell: [00:26:03] Really, I feel like we’re really at the beginning stages of this. And so I use it to see what it can do, but it does not replace the original content for me at all. So, but it’s very interesting. It’s fascinating.

John Ray: [00:26:20] Yeah, for sure. So let’s talk about tone and getting someone’s voice because I can hear someone saying it’s a valid point. That may be a problem with ChatGPT, but how do I get a copywriter that gets my tone and my voice, right, that makes it sound like me? So how do you accomplish that?

Gloria Russell: [00:26:50] Well, I don’t know that there’s really a class I could teach on that one. But again, I feel a little bit like I had maybe a little bit of a natural tendency there, but also probably just because I’ve done it for so long. That was part of my corporate work. And again, you need to really know your client and you need to know who you’re speaking to. So that’s the key to it right there, I think.

And it’s very important to have those conversations with the client, to understand their personality and their brand, what they’re trying to accomplish, their focus. And in working with them over time, if that changes, then you have those discussions again. But if you’re working with someone for the first time, like I will look at what has been created before and I’ll ask them how they feel about it. Sometimes they’re really happy with it, sometimes they’re not. They understand that that did not represent them the way they wanted. And so we talk about those kinds of things. But I think if you ask the right questions, you can really understand better who they are and how they would speak to their client.

The other part is knowing the client and how would they speak to those marvelous clients that they love to serve, and how do those clients want to be spoken to, what do they want to know? And again, you don’t want to use too much technical jargon or acronyms. You don’t want to get too technical. So there’s a lot to it, but it’s really fun. And I just am thrilled when I hear the comments that people say, oh, I don’t know how you can write so that it sounds like I wrote it, but you do a great job. And that really makes me feel good.

John Ray: [00:28:46] Yeah. And that really gets over the objection I think a lot of people have toward hiring a copywriter in general, right. And they put this in a category. They kick the can down the road because that’s what they’re afraid of and they’re waiting for a time they’ll be able to do it themselves. And they never get to that point, right?

Gloria Russell: [00:29:07] Yeah, it’s true. I have had a few, not many, but a few say, well, I don’t know that you could write my content because you don’t totally understand my business. Well, we have conversations so that I can understand enough. And I think what helps me too is that I have that corporate background and I was involved always from the strategy all the way through to the implementation.

So I do understand business and that probably helps me too. But sometimes it’s maybe better not to know all the details because you can write then in a way that more people will understand rather than when you’re really in the thick of it and you’re getting a little bit too detailed or too technical. It’s interesting.

John Ray: [00:29:54] Yeah. Sometimes knowing too much makes you a captive of all that, right?

Gloria Russell: [00:29:58] Yeah.

John Ray: [00:29:59] Yeah, yeah. Yeah, that makes perfect sense to me. Gloria, this has been great. And I can’t imagine that there aren’t some folks that would like to know more about you and your services. So can we give them your contact information and allow them to get in touch with you?

Gloria Russell: [00:30:18] Absolutely. Thank you so much. So they could Google Gloria Russell copywriter and they would find my LinkedIn and my website for Russell Resources. That’s one way. But I have a shortcut. The shortcut is you can just Google writer.mn. I’m based in Minnesota, so the MN is easy to remember. So writer.mn goes directly to my Russell Resources website.

John Ray: [00:30:44] Terrific. And you were again, work with clients really all over the place. You may be in Minnesota, but in terms of your clients, you’re all over the place.

Gloria Russell: [00:30:54] All over the country. I don’t do international anymore, but all over the country.

John Ray: [00:30:59] There you go. Gloria Russell. Gloria, this has been great. Thank you so much for joining me and our listeners and talking about your work and the copywriting profession. Thank you so much.

Gloria Russell: [00:31:14] Thank you so much. I appreciate it. It’s a pleasure.

John Ray: [00:31:18] Hey, folks, just a quick reminder that you can find the show archive for this series at pricevaluejourney.com, as well as your favorite podcast app. So whichever makes the most sense to you, just search pricevalujourney.com or go to pricevaluejourney.com or search Price Value Journey and you’ll find it.

Also, if you go to pricevaluejourney.com, you can find updates on my upcoming book. It’s called The Price and Value Journey, Raising Your Confidence, Your Value and Your Prices Using the Generosity Mindset Method. Be out later this year in 2023. So for my guest, Gloria Russell, I’m John Ray. Join me next time on The Price and Value Journey.

 

About The Price and Value Journey

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

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

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray The Price and Value Journey
John Ray, Host of “The Price and Value Journey”

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

In his other business, John is a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. As a veteran B2B services provider, John’s special sauce is coaching B2B professionals to use a podcast to build relationships in a non-salesy way which translate into revenue.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,700 podcast episodes.

Coming in 2023:  A New Book!

John’s working on a book that will be released in 2023:  The Price and Value Journey: Raise Your Confidence, Your Value, and Your Prices Using The Generosity Mindset. The book covers topics like value and adopting a mindset of value, pricing your services more effectively, proposals, and essential elements of growing your business. For more information or to sign up to receive updates on the book release, go to pricevaluejourney.com.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: AI, artificial intelligence, business writing, ChatGPT, copywriting, Entrepreneurs, Gloria Russell, John Ray, Price and Value Journey, Price Value Journey, pricing, professional services, professional services providers, Russell Resources, solopreneurs, value, value pricing, Write.mn

Richard MacKelfresh, Shoebox Tax Prep

March 27, 2023 by John Ray

Richard MacKelfresh, Shoebox Tax Prep
North Fulton Business Radio
Richard MacKelfresh, Shoebox Tax Prep
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Richard MacKelfresh, Shoebox Tax Prep

Richard MacKelfresh, Shoebox Tax Prep (North Fulton Business Radio, Episode 625)

On this episode of North Fulton Business Radio, Richard MacKelfresh, Founder and CEO of Shoebox Tax Prep, joined host John Ray to discuss the work of Shoebox Tax Prep, the origins of the company name, why he decided to start the company, advice for people who may not have filed their taxes yet, and much more.

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

Shoebox Tax Prep

With more than 20 years of experience in financial planning, Shoebox Tax Prep has helped countless individuals, couples, and businesses get their taxes in order. They know if you come to them, taxes are the last thing you want to be doing — so they go out of their way to make the entire process simple and painless. Just stop by our office, hand us a box of your tax documents and files, and we’ll take care of the rest.

Website | Facebook | LinkedIn | Twitter

Richard MacKelfresh, Founder/CEO, Shoebox Tax Prep

Richard MacKelfresh, Founder/CEO, Shoebox Tax Prep

Fresh out of the University of North Carolina, Richard began his career with Ameriprise Financial Services in May of 1999. In 2004, he received his Certified Financial Planner designation and grew a successful financial planning practice in Sandy Springs serving high-net-worth individuals and families, which he is still involved with today.

As a financial planner, he founded Shoebox Tax Prep with the idea of bringing professional tax advice to the mass market at an affordable price with the simplest process possible.

Interestingly, the concept for Shoebox Tax Prep was a direct result of a conversation with a financial planning client who complained about overpaying her tax preparer. She said that by the time she gathered all the paperwork and completed the myriad of forms and questionnaires, she felt like she could have done the whole thing herself for a lot less money.

After 5 years, Shoebox Tax Prep has grown from a staff of 1 to a full-time staff of 4. Over the next 5-10 years, Shoebox plans to have offices in most major cities throughout the Southeast.

Outside of work, Richard lives in Buckhead with his wife and 3 children. He is on the Board of Directors at Caring Works, and volunteers with the Sandy Springs Conservancy. He loves to play guitar and sings in a rock and roll band.

LinkedIn

Questions and Topics

  • How did you come up with the name Shoebox Tax Prep?
  • Why did you start this company?
  • In this digital age, are there still people who stuff their tax documents in a shoebox? What about those who prefer the digital option?
  • Who would you say are your ideal customers?
  • You can’t turn on the TV without seeing an ad for tax prep software or companies. What made you choose to start a company in this industry?
  • What separates you from the completion of CPA and big box storefronts?
  • So many people are preparing taxes themselves, is that a good idea?
  • What advice or tax tips might you have for someone who is self-employed?
  • It is the heart of tax season, what advice do you have for those who have not filed yet? What type of turn-around time can they expect? When should people consider filing extensions?
  • You’ve been in the business for five years in Atlanta, where do you see Shoebox in the next five years?
  • What is an EOS company and how does it help you run things?
  • How is the culture at Shoebox and how does your staff handle the stress of tax season?
  • For those that still need to file taxes, how can they reach you?

 

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.

RenasantBank

 

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.

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/.

Tagged With: John Ray, North Fulton Business Radio, North Fulton Radio, Office Angels, renasant bank, Richard MacKelfresh, Shoebox Tax Prep, tax prep, tax return preparation, tax returns, Taxes

Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio

March 27, 2023 by John Ray

Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio
Family Business Radio
Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio
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Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio

Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended that you be consistent with your goals and risks. He also says that it’s more than just the dollar signs when it comes to leveling up one’s net worth. It’s also about those intangibles that really help improve one’s career, like networking and leadership development.

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 Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

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

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Being Consistent, Family Business, Family Business Radio, financial planner, financial planning, leadership development, Lighthouse Financial, Lighthouse Financial Network, networking, networth, Risks

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