John Ray, Author at Business RadioX ® Page

Do the Pricing Math As You Plan Your Business

January 9, 2023 by John Ray

North Fulton Studio

Do the Pricing Math As You Plan Your Business

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Do the Pricing Math As You Plan Your Business

If you do the pricing math as you plan and make forecasts for your business, the extraordinary significance of pricing for long-term growth in your practice becomes quite apparent.

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

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 to Grow Your Business 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, contact John below.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

Sylvia Reisman, Purity Patient Advocates

January 9, 2023 by John Ray

North Fulton Business Radio

Sylvia Reisman, Purity Patient Advocates

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Sylvia Reisman, Purity Patient Advocates (North Fulton Business Radio, Episode 596)

Sylvia Reisman, Founder and Chief Patient Advocate at Purity Patient Advocates, joined John Ray on this episode of North Fulton Business Radio. She discussed her personal health journey which led to her passion for patient advocacy and starting her business, her business philosophy, complex medical conditions, how she works with clients, the cost/benefit considerations of retaining a patient advocate, and much more.

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

Purity Patient Advocates

Purity Patient Advocates’ comprehensive assessment method and the “Plan of Action” that it produces are designed to identify areas that many physicians and medical practitioners overlook (or miss) due to patient appointment time constraints and lack of training on complex illness. Their goal is to help clients who are suffering unnecessarily find a correct diagnosis and treatment plan with a physician who aims to get to the root cause of their symptoms.

Website | Facebook | Instagram

Sylvia Reisman, Founder & Chief Patient Advocate, Purity Patient Advocates

Our current healthcare system is fragmented and failing millions of people suffering from complex illness. Sylvia’s mission in life is to help these people obtain a correct diagnosis and improve their quality of life.

Sylvia has always served as an advocate for her clients. Her professional career gravitated towards building relationships with internal and external customers, serving as a trusted advisor and educator. She is passionate about building trust with her clients and going the extra mile to find effective solutions for them.

Her past career positions were in marketing and sales, including stints as an Account Manager with Reebok Southern Division, Member & Board Services Director of the Georgia Association of REALTORS, Development Officer for a children’s hospital in Savannah and National Account Manager with Concentra Occupational Health.

In 2006, She became mysteriously ill with unusual symptoms and ran from doctor to doctor in Florida and Georgia with no concrete diagnosis. She found herself suffering physically, emotionally and financially as a result. Desperate for answers, she became an avid researcher and discovered functional medicine, a treatment approach that goes outside traditional boundaries to identify root causes of a medical condition. After experiencing the benefits of functional medicine, she felt a sense of obligation to help people with complex medical conditions, many of whom had been misdiagnosed. This led her to develop a comprehensive assessment, which she utilizes with her complex clients. A customized “Plan of Action” is developed and executed from the assessment results.

Sylvia decided to start Purity Patient Advocates LLC, a patient advocacy service that replicates closely the navigation process she learned from personal experience. To validate and find improvements for her service delivery process, she joined the Alliance of Professional Health Advocates which provides peer-based and structured training events.

As a result, Sylvia believes her clients can be confident that an empathetic and professional health advocate is available to them through her company.

Just a bit more on the personal side… Sylvia is an Air Force Brat and grew up in Savannah.

Questions and Topics in this Interview

What past experiences were the driving forces behind your passion for patient advocacy and starting your business?
What is the role of an independent patient or health advocate and why do consumers need your services?
What services do you provide that bring value to your clients?
Do you have a particular business niche within your practice?
Talk about health insurance coverage for retaining an independent advocate.
What is the biggest misconception that you think most consumers have about their healthcare plan?
Talk about your new client acquisition process (how clients can find you, how you convert potential clients to someone you can help navigate the healthcare system and obtain resolutions, etc.).
Talk about a few interesting client stories you’d like to share.
What is your business philosophy?

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 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/.

Jeb Butler, Butler | Kahn

January 9, 2023 by John Ray

North Fulton Business Radio

Jeb Butler, Butler | Kahn

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Jeb Butler, Butler | Kahn (North Fulton Business Radio, Episode 595)

Jeb Butler, Partner with Butler | Kahn, joined host John Ray on this episode of North Fulton Business Radio. He discussed how Butler | Kahn is different than other personal injury law firms that engage in endless advertising, what to look for when selecting a personal injury attorney, how he views personal injury law as a way to help people when they are in critical need, success stories, and much more.

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

Butler | Kahn

Some law firms take in huge numbers of cases, then settle them for less money than they should. Not Butler | Kahn. They take a small number of cases, then deliver maximum value for each of their clients. They turn away more cases than they accept as that ensures every client they have the honor of representing gets their closest attention. If you call Butler | Kahn and they’re unable to take your case, they can almost always connect you with another law firm that can help.

Website | Facebook | Instagram | Twitter | LinkedIn

Jeb Butler, Partner, Butler | Kahn

Being a lawyer isn’t about flash and glory. Winning a case for your client takes work, focus, and discipline. The made-for-TV moments are few and far between. Winning your client’s case means doing the little things right, from the first time you shake your client’s hand until you hand them a check.

Winning doesn’t depend on a single moment of creative brilliance – it isn’t that easy. Winning means grinding it out. Winning means digging deep into the facts before the case is filed, pressing the defense to turn over the evidence, crafting unanswerable deposition questions, revising your briefs until they are perfect, and obsessively preparing for trial. Winning also requires confidence and execution, but there are many lawyers who can do that.

What sets Jeb and our firm apart is what nobody ever sees. It’s the unglamorous grunt work. It’s reviewing hundreds of thousands of documents to find the one smoking gun. It’s the little things that he does over the months and years that a case is pending. As Jeb’s father has long said, you build a case like you build a house – one brick at a time. It’s not about flash and glory.

Jeb likes being a lawyer. That isn’t true of all lawyers – there are many who would rather be doing something else. But you can’t work as hard as Jeb does or build a firm like this one unless you like what you’re doing. Jeb likes helping people. He likes the intellectual challenges that practicing law brings. But if you ask him, he’ll usually admit that even more than that, he likes beating adversaries who deserve to be beaten and winning cases that bring about change.

Jeb says that he has been lucky to work on several cases that have made systemic changes. He was part of the trial team that won a $150,000,000 verdict in a product liability case after Chrysler put the gas tanks in certain Jeeps right next to the rear bumper – which no manufacturer does anymore. He handled a police chase case that resulted in policy changes to better protect innocent lives. He has worked on cases involving a hospital chain that regularly falsified its medical records to get more money from Medicare and he won a $500,000 verdict on behalf of a woman who had been sexually abused by her pastor for nearly a decade and whom the pastor had publicly accused of lying. Other case results that can be publicly disclosed include a $45,000,000 settlement in a motorcycle accident case, a $3,973,260 settlement after a boating accident, and a $1,250,000 settlement in a pedestrian case. He has obtained several other multimillion-dollar

Questions and Topics in this Interview

How are you different than gimmicky advertisements from personal injury lawyers on radio, TV, and billboards?
If you ask lawyers why they do what they do, they almost always say they want to help people. Do you really think you can help people, or is it all about the money?
How should someone pick a personal injury lawyer?
Is there really that big of a difference between one personal injury firm to the next?
What if a client doesn’t want to go to trial, but wants to settle out of court, can any lawyer handle that?
If a client hires you and doesn’t like you, can they fire you?
Do you like your job?

HR Hot Buttons for 2023

January 6, 2023 by John Ray

Advisory Insights Podcast

HR Hot Buttons for 2023

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HR Hot Buttons for 2023 (Advisory Insights Podcast, Episode 25)

On this episode of Advisory Insights, Stuart Oberman of Oberman Law Firm discussed some of the key HR issues that businesses will need to be aware of in 2023. He covers topics such as layoffs, severance packages, onboarding, and employee policies, and stresses the importance of being prepared for these potential problems in order to avoid any legal or financial difficulties down the road.

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: [00:00:01] 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] Hello everyone, and welcome to Advisory Insights. Stuart Oberman here. All right, folks, we’re going to keep drilling it down. I want to cover today, HR Hot Topics for 2023. We’re going to talk about it. We’re going to talk about it. We’re going to talk about it, because I know what’s going to happen is it’s going to be 2025 and the people that listen to this podcast are not going to do what I tell them to do. And we’ll be saying the same thing for 2025. So, we’re going to keep drilling this down until our guys get it 100 percent.

Stuart Oberman: [00:00:51] All right. Look, I’ll take a look at Hot Buttons here. Number one, employee benefits. You’ve got to look at the packages. In today’s market, the packages are competitive. I want you to look at what your health benefits are. I want to look at whether or not you need to do a 25 percent gross up to cover salaries for budgetary purposes. What are your benefits? Where do you need to cut? By some accounts, we are either in a recession or going into a recession, but it’s still a tight labor market. Do we need to make adjustments, plus or minus, on these packages?

Stuart Oberman: [00:01:29] Employee handbooks review. I’m going to tell you right now, I want everyone to review their handbooks every year because your people change, your culture changes, your company values change, which I hope go up. And then, what are the needs of your business? You know, goodness gracious, the needs of 2019 in COVID were a lot different than they are today. So, take a look at where you’re at business-wise. Are you expanding globally? Are you expanding in states?

Stuart Oberman: [00:01:56] In our previous podcast, we talked about different localities. We talked about different laws that affect pay equity. Are you up to date on those things? Now, folks, this is either going to be into bonus season or first quarter next year is going to be bonus season, deferred profit sharing. You have to look at what your numbers are. Are you looking at plus bonuses, minus bonuses, no bonuses? Are you looking at retirement plans? You have to look at your bonuses and deferred comp for your profit sharing.

Stuart Oberman: [00:02:28] I would urge all of our listeners, take a look at what your CPA has told you through the year. As for deferred profit sharing, are you going to declare all your income in 2022? You’re going to roll it over to 2023? Of course, I didn’t say that. So, you’ll just have to have that between your conscience and your CPA. I’m not getting into that one.

Stuart Oberman: [00:02:51] So then, we want to take a look at, I want compensation structures, number four. It is an absolute turbulent market right now for pay structures. It is all over the map. You’ve got talent that’s facing layoffs, but yet you still got a tight labor market because a lot of our employers can’t find qualified people. You’ve got pay transparency laws to look at affecting the states. You’ve got internal equity and market positions that need to be analyzed on either a quarterly, at least every six months to make sure everything is understood, perceived – and I’m going to use the buzzword of today – equitable. If you can define equitable in less than 97 paragraphs, you’re doing better than I am.

Stuart Oberman: [00:03:41] Let’s take a look at number five. I want to take a look at merit salary reviews. Are you doing reviews? Or are you sort of chugging along and letting your staff and letting your team members sort of like, “Well, I got a 3 percent raise, but I have no idea where I’m at in the marketplace today.” Inflation is running rampant. By all accounts, we’re going to be somewhere between 7 and 9 percent for a while. Fluctuations, variables, we’ve got to look at that.

Stuart Oberman: [00:04:12] Six, I want to look at promotions. Do you have a promotion policy in place? Are you prepared to take your staff, your team, your leaders to the next level? Do you have a succession plan for the next year? Do you have a plan if your key employees leave? What happens if your key employees leave? Do you have nondisclosure agreements? Are you prepared? With promotions become more responsibilities, is that outlined? How are you going to outline that? Where are you at on that?

Stuart Oberman: [00:04:47] A similar thing, I want to take a look at performance development considerations. So, employees have got to be connected. And what’s the opportunity for them to connect? What are the conversations? If you are remote, where are the cooler chats? Where’s the fireside chats? Where are these current roles? How are you dealing with exchange and feedback? Critical, critical, critical. You know, are you cutting out platforms? Are you adding platforms? Do you need to expand platforms? How are you doing this?

Stuart Oberman: [00:05:23] Eight, employee feedback. Absolutely critical. How in the world do you know whether or not your employees are happy, whether or not they have problems, whether or not you’ve got management problems, whether your management is really too big, too fat? You’ve got to shed the meat a little bit, how do you know? What’s the feedback? Do you have one-on-one conversations? When’s the last time you took your employees out to lunch or employee out to lunch to figure things out? Again, where are we at in today’s world inside the organization? What’s going on? How do you keep touch? What’s the pulse? Or is that pulse dead? Or is the business bleeding and they don’t even know it?

Stuart Oberman: [00:06:11] Last but not least, I want to take a look at workforce planning. I know these HR matters are a little bit on the structure side, not necessarily drilling down on the legal side, but it is all circular and tied together.

Stuart Oberman: [00:06:26] So, workforce planning, now is the time you should be budgeting. What are your estimated headcounts? Are you going to lay off? How do you lay off? Are you laying off properly? Are you giving them severance packages? Is your employee manual dictating how you sever employees? Are you adding employees? What is your onboarding process? Do you even have an onboarding process? Are all your employees signing non-disclosures, social media, cell phone policies? What new products are you going to invest in? Is that technology protected?

Stuart Oberman: [00:07:04] In our podcasts, [inaudible] podcasts or we may even jump ahead on this one, but our global, we’re thinking of global technology, is that being protected? Vacancies. Again, manpower. These are things you got to look at.

Stuart Oberman: [00:07:21] I know we jumped into the procedural matters a little bit more than we usually do in our conversations. But I’m telling you, folks, the title HR Hot Buttons for 2023, these are landmines waiting to happen unless you drill down on these and get specific.

Stuart Oberman: [00:07:39] Folks, that’s going to wrap it up for today. Again, Stuart Oberman. Thank you so much for listening. If you have any questions, please feel free to give us a call, 770-886-2400, or send me an email, stuart, S-T-U-A-R-T, @obermanlaw.com. Folks, thanks for listening and we hope you have a fantastic day. Take care.

Outro: [00:08:03] 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 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 of corporate structures, third-party reimbursement, contract negotiations, technology, health care 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, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care 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 health care 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.

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

2022 Year in Review, with host Richard Grove

January 4, 2023 by John Ray

North Fulton Studio

2022 Year in Review, with host Richard Grove

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2022 Year in Review, with host Richard Grove (Organization Conversation, Episode 53)

Richard Grove, the host of Organization Conversation, wraps up 2022 by reviewing the first year of the podcast, the guests, and the live remotes at the WORKBENCHcon and HAVEN conferences. He also discussed the impact of the pandemic on Wall Control, what the business has seen during 2022, projects coming in 2023, and much more.

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

About Organization Conversation

Organization Conversation is hosted by Richard Grove 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.

Richard Grove, Wall Control

Richard Grove, Host, *Organization Conversation*

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

Outside of Richard’s work at Wall Control he enjoys helping other business owners, operators, and entrepreneurs along their own paths to success by offering personal business coaching and advising through his website ConsultantSmallBusiness.com. Richard has developed an expansive and unique skillset growing and scaling Wall Control through a multitude of challenges to the successful brand and company it is today. Richard is happy to share his knowledge and experience with others who are looking to do the same within their own businesses.

Connect with Richard:

Instagram | Twitter | LinkedIn | Richard’s Website

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

The Wall Control brand launched in 2003 and is a family-owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

Gary Bird, SMC National

January 4, 2023 by John Ray

Dental Business Radio

Gary Bird, SMC National

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Gary Bird, SMC National (Dental Business Radio, Episode 38)

Gary Bird, Entrepreneur, Founder & CEO of SMC National, and host Patrick O’Rourke discussed marketing and business culture. Gary talked extensively about being a leader, building culture as a leader, and then talked specifics about dental marketing. The conversation also covered the cost of marketing, cost per acquisition, how SMC measures the patient journey, the need for “top of funnel” data, how they diagnose and address the practice issues in the patient journey, the nuances of structuring the practice, 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®.

SMC National

SMC uses clear, actionable data to give your dental group or DSO a predictable stream of new patients that can be adjusted monthly to meet your needs.

The team at SMC is composed of thoughtfully selected professionals who have a strong work ethic and embody their company’s core values. You’ve never met a team like theirs, and they can promise that you won’t find one as dedicated and committed to growth anywhere else.

Company website | LinkedIn | Facebook | Instagram

Gary Bird, Entrepreneur, Founder & CEO of SMC National

Gary Bird, Entrepreneur, Founder & CEO of SMC National

Gary runs a marketing company called SMC National and loves to share everything he’s learned while growing his agency from nothing to $20M in revenue. He is committed to helping driven marketing entrepreneurs build on his success. Gary will show you how to make it BIG — by always giving more.

When Gary isn’t working, he dedicates his energy to serving his family and his church. He loves spending time with those he cares about most and helping fellow members of his church community to thrive.

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

Rae Greenip, The Customer Relationship Solutionist

January 4, 2023 by John Ray

Hello, Self . . .

Rae Greenip, The Customer Relationship Solutionist

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Rae Greenip, The Customer Relationship Solutionist (Hello, Self… Episode 10)

Rae Greenip, The Customer Relationship Solutionist, talked with host Patricia Leonard about being a successful entrepreneur. She and Patricia discussed how she began the business, challenges and lessons she’s learned along the way about herself, and advice for other entrepreneurs about using social media and honoring your own gifts.

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

Rae Greenip, The Customer Relationship Solutionist

Rae has owned her own business since October 2018. After a twelve-year corporate career based in international business creating, developing, and sustaining lasting mutually beneficial partnerships, she re-located to the Nashville area from New Jersey and transferred her skills to helping service-based business with websites, content and customer relationship management.

Since April, 2020 Rae has also been the Chief Experience and Marketing Officer for a Boutique LinkedIn Marketing SAAS company called Amptek Growth. In her tenure there, she has optimized LinkedIn Profiles and implemented business development strategies for 300+ professionals.

Rae’s calling is to create experiences for people that evoke inspiration and/or positive emotion. She shares her innate gifts and the knowledge and skills developed over 20+ years managing business relationships to benefit service-based businesses by implementing the tools and strategies needed to never leave money on the table again.

As The Customer Relationship Solutionist, Rae combines elements of marketing, service design and customer experience to customize solutions in the following areas:
*Customer Relationship Management (CRM) tools, processes, automations and integrations
*Websites
*LinkedIn expertise & optimization
*Social media strategy & management
*Email retention sequences, list management and campaigns
*Process design, management and training for client and staff
*Ongoing support and CRM administration services

Rae’s website | LinkedIn

About Hello, Self…

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

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

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

Patricia Leonard, Host of Hello, Self…

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

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

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

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

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

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

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

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

Connect with Patricia:

Website| LinkedIn | Facebook | Twitter | Instagram

Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio

January 3, 2023 by John Ray

Family Business Radio

Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio

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Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended that you make sure you have a solid team of advisors to help you with your family business.

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

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services 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.

Red Light Bank Words to Watch Out For, with Bill McDermott, Host of ProfitSense

January 3, 2023 by John Ray

North Fulton Studio

Red Light Bank Words to Watch Out For, with Bill McDermott, Host of ProfitSense

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Red Light Bank Words to Watch Out For, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill talks about red light words that banks use like covenant violation, covenant default, demand payment, and forbearance agreement. He also suggests looking back at your bank’s commitment letter to see if you have a cash flow covenant.

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

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

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.