Karen, Author at Business RadioX ® Page

Charlotte Burr with AZ Insurance Team E21

August 24, 2020 by Karen

Phoenix Business Radio

Charlotte Burr with AZ Insurance Team E21

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Charlotte Burr with AZ Insurance Team E21

Lawgitimate hosted by Mike & Rochelle Poulton with special guest, Charlotte Burr owner of AZ Insurance Team. This week’s episode “Owner Occupied” Commercial Real Estate in Arizona covered a lot of topics.

Financial Fraud Schemes – don’t be the patsy, and if your spidey sense is tingling call a lawyer.
What happens if there is no election? There will be an election, calm down.
The AirBNB IPO – is it a good sign? TBD.
It’s wildfire season, its hot, and AZ is breaking all the wrong records.
Owner Occupied Commercial Real Estate
o Run the building like a business, talk to a lawyer about an LLC
o Commercial Appraisals are nothing like residential
o Don’t skimp on a Phase 1 Environmental
o Opening a building is expensive, everything costs a few thousand dollars
o Talk to an insurance professional, like Charlotte Burr, to make sure your assets are covered
o Commercial Financing, its complicated and you have no protections
o Rent Rolls establish market value
o Maintenance is on you, the owner
o To recap, if you are buying commercial real estate do your research.

Enjoy!

AZ Insurance Team is a full service insurance brokerage licensed in AZ, CA, OR, WA, CO, TX & FL to help you with auto, home, life & commercial insurance and also all types of insurance related to the real estate investment arena.

Charlotte Burr is fifth generation from AZ, fourth from Mesa and currently lives in Tempe with her long time boyfriend (and business partner) with their two cats and two dogs.

She owned a Farmers agency from 2010 to 2012 and decided being stuck inside a box was not the best for her and her business goals. Steven and Charlotte started AZ Insurance Team in 2012 and have been growing ever since.

Follow AZ Insurance Team on Facebook.

About Your Hosts

Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.

Connect with Rochelle on Linkedin, Facebook and Instagram.

Mike Poulton, with Poulton & Noroian, draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.

Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.

Connect with Mike on LinkedIn.

About X Firm PLLC

We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.

We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.

Stephanie Russell with Concierge Senior Care Kimberly Mitchel with Home with Help and Medical Consultant Terri Morrison E11

August 21, 2020 by Karen

Phoenix Business Radio

Stephanie Russell with Concierge Senior Care Kimberly Mitchel with Home with Help and Medical Consultant Terri Morrison E11

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Stephanie Russell with Concierge Senior Care Kimberly Mitchel with Home with Help and Medical Consultant Terri Morrison E11

Stephanie Russell RN, BSN, brings over 20 years of nursing experience and executive healthcare management to offer personalized assistance to navigate the increasingly complex healthcare continuum.

The ever changing obstacle course of placement, hospice/palliative care, home health, private duty caregiving services, and skilled nursing /rehabilitation post hospitalization creates an overwhelming decision-making task for many families.

Concierge Senior Care Management provides a personalized, professional assessment to ascertain the most suitable options for individual care planning, and allows her clients to have access to the best, most personalized resources available to seniors and their loved ones by maintaining a well curated group of industry leading organizations with the most advanced methodology care model available in Arizona.

Concierge Senior Care Management will act as the single point of contact as clients make decisions about current and future care needs with a focus on aging in place safely.

Stephanie’s experience includes: Cardiac, End Stage Renal Disease, Alzheimer’s/Dementia, Parkinson’s, Skilled Rehab, Traumatic Brain Injury, MedSurg, Home Health, Private Duty, Hospice and Palliative Care.

Connect with Stephanie on LinkedIn.

Located in Scottsdale, Arizona, Home With Help® was founded in 2002. Successfully serving Maricopa County, the company is family-owned and operated by Kimberly & Wes Mitchell. They are passionate about providing excellent in-home care for their patients and their families, whom they serve and love!

Home With Help® is the source for qualified, trained personal caregivers and for those who want the finest in-home care and support. They provide home care services to improve patients’ health 24 hours a day, 365 days a year.

The team at Home With Help® is dedicated to providing compassionate, quality in-home care for their patients, so they can live with dignity and respect. This enables the patients to be in a safe and supportive environment while allowing them stay at home.

Home with Help® is a trusted provider of comprehensive non-medical companionship, homemaking, and personal care services in Arizona. We are committed to providing the most compassionate, respectful, and ethical care possible.

As a young adult at the age of 25, Kimberly Mitchell was very blessed that all four of her grandparents and one great-grandmother were still alive.

She was close to all five of them and it was very emotional for her to watch their health decline the last few years of their lives as they received very poor care from untrained caregivers.

Kimberly’s great-grandmother, Dorothy, was an incredible woman and lived to be 103 years old. When her family couldn’t take care of her anymore, they chose to place her in a nursing home facility where she was, unfortunately, miserable. She declined because she was so unhappy.

If she knew then what she knows now about home care, her family could have made her last years more comfortable and happy at home.

Later, her grandfather was diagnosed with Parkinson’s. His wife, an untrained caregiver, was not the greatest about getting him his meds and prepping decent meals, etc. Within a few years, her other grandfather was diagnosed with emphysema.

Witnessing these situations set Kimberly on a mission to advocate for our older generation and become a part of the solution.

Today, Kimber and her husband own Home With Help. A trusted provider of comprehensive non-medical companionship, homemaking, and personal care services in Scottsdale, Arizona. We are committed to providing the most compassionate, respectful, and ethical care possible.

The situation that Kimberly’s family found themselves in is, unfortunately, all too common, but there are other options when it comes to taking care of your loved ones.

Contact Kimberly for a free consultation at: 480-941-0200 or care@homewithhelp.net and follow Home with Help on LinkedIn, Facebook and Instagram.

Terri Morrison Consulting,LLC is a medical training and consulting firm owned and operated by Terri Morrison RN, BS Education. She specializes in
“hands on” training classes, workshops and individual coaching of Doctors, RNs, Nurse practitioners, Physician assistants for setting up vein practices and specifically clinical skills regarding Sclerotherapy and Compression garments and their fitting and usage.

Terri is a well trained RN with a diverse background, first in hospital bedside nursing in Burns, ICU, ER, Employee training then DME sales, College educator, Private Pilot for 16 years as she was raising 3 beautiful children.

In 1996 she opened vein centers with her husband from the ground up, learning all the minimally invasive vein techniques as she used all of her teaching, marketing, branding, and clinical, staff hiring and training skills.

They set up a teaching institute to train others from the US and internationally. Terri was the Chair of the National Section of the ACP, the national vein organization, and traveled extensively to train sclerotherapy, compression and marketing.

After selling the Morrison Vein Institute in 2017, Terri has been an independent trainer, worked for SigvarisUSA compression company, a sclerotherapist at Center for Vein Restoration in Mesa, AZ. and continue to travel and train sclerotherapy and compression techniques.

Now she has time for her family, including grandchildren, and helping so many with vein and lymphatic disease.

About the Show

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Amit Mehta with Builders VC E6

August 21, 2020 by Karen

Phoenix Business Radio

Amit Mehta with Builders VC E6

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Amit Mehta with Builders VC E6

Dr. Amit Mehta strives to modernize the world around him by guiding founders of antiquated industries through growth challenges and seed to series B funding opportunities.

Amit combines practical knowledge across the value-chain with entrepreneurial experience to lead the health-IT investment practice as Partner at Builders VC. Additionally, he has led Intrinsic Imaging to operate clinical trials in 64 countries globally for both pharma and biotech sponsors as Founder and Chief Medical Officer.

Amit’s successful strategies in go-to-market launches and interest in market validation of new technologies have led to his global influence in areas of venture capitalism, clinical trials, imaging, device development, artificial intelligence, real estate, and sports marketing.

His passion for leadership excellence has led to his service to various start-up boards and non-profits. Amit is the previous recipient of the George Brown Radiological Society of North America award, the Joseph E Whitley award, and was named on the “40 under 40” list by the San Antonio Business Journal.

Connect with Amit on LinkedIn and Instagram.

About From Zero 2 Revenue

FROM ZERO 2 REVENUE is an avenue for successful entrepreneurs around the world to tell their stories on how they transformed their vision into reality. We’ll learn about their products and services; and, the passion and character behind the leadership of the organization. The show is designed to inspire and encourage struggling and future entrepreneurs to pursue their entrepreneurial dreams.

At the end of each episode, our listeners can expect plenty of takeaways! As the late Stephen Covey said, “All things are created twice – first in the mind, then in reality”.

About Our Host

Chris Yap is a seasoned BPO executive with over 17 years experience in the industry. Chris came to the US in 2005 to actively promote the Philippines, a preferred outsourcing destination of the world. In doing so, Chris was able to help generate over 40,000 jobs in the Philippines for companies like Dell, Covergys and West Teleservices, which are now consolidated with other large BPO companies in the world.

Chris has been happily married to Eizel for over 16 years and is blessed with 3 wonderful boys. In addition to his passion for business, Chris is also very passionate about helping to solve the child poverty problem. He is doing this by partnering with Food For The Poor where his company sponsors the feeding of children ages 5 and below on a monthly basis.

Connect with Chris on LinkedIn.

About Our Sponsor

Gabtech Global is a business process outsourcing company based in Glendale, Arizona with a fulfillment center in Bohol, Philippines.

Gabtech Global specializes in providing affordable outsourced customer support, after hours and overflow call center services, link building and Virtual Assistant Services.

They work with companies making $100,000 a year in revenue to companies making $100,000 a day in revenue.

Nabil Ansara with TeamLogic IT and Christie Kerner with My Little Mascara Club E10

August 20, 2020 by Karen

E10-Nabil-Ansara-with-TeamLogic-IT-and-Christie-Kerner-with-My-Little-Mascara-Club-Feature

Phoenix Business Radio

Nabil Ansara with TeamLogic IT and Christie Kerner with My Little Mascara Club E10

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Nabil Ansara with TeamLogic IT and Christie Kerner with My Little Mascara Club E10

If you want to be inspired and hear some great stories, check out this episode of MAC6 Community Connection Radio Show and Podcast. Hosts and guest alike explored the benefits of having a client centric business model, the power of a strong team culture, and the importance of emotional intelligence all in an hours time.

In this episode, Jennifer Burwell and Kyle McIntosh interviewed Nabil Ansara, Director of Business Development for TeamLogic IT and Christie Kerner, Founder + CEO of My Little Mascara Club.

Christie talked about her mission to #createhappy and help her customers feel better about themselves and inspired to help #createhappy for others.

Nabil shared with us his passion for serving his clients well and his long history of entrepreneurship.

TeamLogic IT is a national provider of technology services and solutions for businesses of all kinds. Unlike many managed service providers (MSPs), we focus on business and technology. We understand that not all organizations are alike and work hard at delivering solutions tailored to your unique business goals and challenges. Our philosophy is simple – we work with you the way we’d want someone to work with us.

Our customer service-oriented approach drives the tenets of our business: reliability, expertise and trust, ensuring you have an IT partner for the long haul. Our expansive capabilities serve a wealth of IT needs in the marketplace. And our best practices approach to service delivery is adhered to whether you require fully outsourced IT, co-managed IT or project-based IT solutions.

Thousands of businesses across North America realize our world-class service and expertise to achieve greater efficiencies, effectiveness and productivity in their organization. Consider TeamLogic IT for IT Solutions That Advance Your BusinessTM.

Nabil Ansara’s love for business and sales started at an early age. Coming from a family of entrepreneurs, customer service and business came as second nature.

At the age of 11, he was selling jewelry at his family’s jewelry store inside one of the busiest malls in southeastern Michigan.

By the time he graduated high school, he was managing several locations and was leading the sales chart, capitalizing on his ability to create and maintain relationships.

Nabil’s natural ability to connect with people and show them real value has always been the key to his success. After graduating high school, Nabil enrolled at Davenport University where he sharpened his marketing skills, helping his knowledge in sales and entrepreneurship.

Being fascinated with the music industry and learning on how to market his services, Nabil decided to open up a recording studio in 2004. His goal was to supply local artists and advertising agencies with original music for their commercials and create a hub for local recording artists to have a creative space to work in, which he ran for 15 years before making a switch into the managed service world of the IT industry.

After 12 months of working for a local IT provider in southeastern Michigan, Nabil and his family decided to take a leap of faith and relocate to Phoenix Arizona. Through God’s will and persistence, Nabil met Randy Reed the owner and operator of Team Logic IT in Phoenix Arizona. TeamLogic IT was exactly what he needed to take his career to the next level!

Today, he is the director of business development for three offices in the Phoenix area! There is nothing that makes Nabil happier than being able to help businesses grow through technology.

Connect with Nabil on LinkedIn.

My Little Mascara Club is a subscription club that delivers the one makeup item that most women will not leave the house without – mascara.

At the heart of the club experience is their mission: to help women feel better about themselves and life. Not only does their mascara provide a confidence boost, but each customer discovers all kinds of “happy moments” along the way.

Recently touted in the press as Top 5 Best Beauty Subscription of 2020, their “little” mascara features innovations in both form and function, while offering a cleaner, more natural formula than most other mascara products.

Christie Kerner has been leading people and building companies for over 25 years. She’s built a few companies that she owned, including one she sold, and she has been a founding leader to help build a few companies for others.

Clearly, she loves building companies. So much so, that she ran the Center for Entrepreneurship at ASU, has helped build startup communities internationally, and is regularly as advisor to other founders.

Her latest venture, My Little Mascara Club, launched publicly in March 2020 and has quickly taken off.

It was long before Christie got a Masters in Management and Leadership that she fell in love with the human side of business. Her lifelong study of emotional intelligence paired with her love for building successful businesses – and helping others do the same – combine to make her an excellent leader and advisor to those who care about creating amazing companies and working with the best talent.

Connect with Christie on LinkedIn and follow My Little Mascara Club on Facebook and Instagram.

ABOUT YOUR MAC6 COMMUNITY CONNECTIONS CO-HOSTS

With a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6. Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space. The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses. Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs. She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC⁶ offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours. Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

New and Exciting Ways to View the Phoenix Zoo

August 20, 2020 by Karen

Phoenix Business Radio

New and Exciting Ways to View the Phoenix Zoo

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New and Exciting Ways to View the Phoenix Zoo

with Bert Castro, Bonnie Mendoza, Christine Lowery-Nunez and Jennifer Flowers

Listen in as members of the Executive Leadership Team share what’s new with the Phoenix Zoo. As with countless other organizations and businesses, the Phoenix Zoo has had to be quick on their feet and find creative ways to keep our community engaged during the covid pandemic; and, they’ve done that masterfully!

It was difficult decision to close the Zoo in the spring which is during the best of their revenue generating months. The affects on personnel hit hard with cutbacks in all areas; and yet, still having the vital need for full operation and top-notch animal care. The Zoo staff’s ability to adapt to changing priorities – being nimble and looking for new ways for the Zoo to be sustainable is impressive! Thank you for being such an important part of Arizona and global conservation.

The Arizona Center for Nature Conservation (ACNC) operates the Phoenix Zoo. The ACNC advances the stewardship and conservation of animals and their habitats while providing experiences that inspire people and motivate them to care for the natural world. The Phoenix Zoo opened in 1962 and is the most visited cultural institution in Arizona.

The Phoenix Zoo is the only zoo in the Valley accredited by the Association of Zoos and Aquariums and is a non-profit zoological park, serving 1.4 million guests annually. The Zoo is home to more than 3,000 animals, many of which are endangered and threatened species. For information on upcoming events, exhibits and activities at the Phoenix Zoo, visit www.phoenixzoo.org.

Bert Castro is the President and CEO of the Arizona Center for Nature Conservation, which operates the Phoenix Zoo. He began his professional career in 1985 as a volunteer and then, later that year, as a Keeper at the Tulsa Zoo. He then served as Assistant Curator of the Asian Domain at the Audubon Zoo, Curator of Birds and Mammals at Zoo Atlanta, General Curator at the San Antonio Zoological Gardens and Aquarium and Executive Director/CEO of the Oklahoma City Zoological Park and Botanical Garden.

Castro has an Associate’s degree in Natural Science, a Bachelor’s degree in Zoology, and a Master of Science degree in Environmental Studies.

Castro has been a member of the Association of Zoos and Aquariums (AZA) since 1985 and has served on the Diversity Committee, Ethics Committee, and was Chairman of both the Government Affairs and the Wildlife Conservation and Management Committee. He is currently serving a second term on the AZA Board of Directors, having previously served on the Board from 2009 – 2011. He has been a member of the Zoo Conservation Outreach Board, serving as Chairman in 2006 and 2007. He served on the Board of the Foothills Community Foundation from 2012 – 2017, serving as Chairman from 2015 – 2017. He was appointed by President Obama to seve on the Institute of Musuem and Library Services Advisory Board and served from 2012 – 2017.

Bonnie Mendoza, CFO, Phoenix Zoo

Christine Lowery – Nunez, VP Human Resources, Phoenix Zoo

Jennifer Flowers, Director of Guest Services, Phoenix Zoo

Follow the Phoenix Zoo on Twitter, Facebook and Instagram.

About Our Co-Host

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

Avoiding Entrepreneurial Poverty with Mike Michalowicz E16

August 19, 2020 by Karen

E16-Avoiding-Entrepreneurial-Poverty-with-Mike-Michalowicz-Feature

Phoenix Business Radio

Avoiding Entrepreneurial Poverty with Mike Michalowicz E16

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Avoiding Entrepreneurial Poverty with Mike Michalowicz E16

“The job of an entrepreneur is to provide jobs.” It’s about creating jobs to make your vision a reality. Even in these challenging times, businesses need to protect their profit. Focus on profit by finding a way to serve your customers in a new way that’s profitable.

Mike has devoted his career to eradicating entrepreneurial poverty, and one of the most important principles of that is putting profit first which allows business owners to be the greatest contributors to turning the economy around.

He has found that the biggest struggle right now among business owners is a lack of confidence. Mike’s advice is to follow the confidence recipe: try small, laugh at failures, and do it again.

He discusses the history of his path towards business wisdom and how it took losing everything to rebuild again. Mike’s learned the strategies he writes about in his books by experiencing it firsthand and wants to share that knowledge with you. After listening to him, you’ll understand why he has a large fan base.

Mike Michalowicz’s brand (which includes a few different companies based on his books) has a singular mission of eradicating entrepreneurial poverty. We create content and tools to simplify business for small business owners so they can feel confident and supported on their entrepreneurial journey.

By his 35th birthday MIKE MICHALOWICZ (pronounced mi-‘kal-o-wits) had founded and sold two multi-million dollar companies.
Confident that he had the formula to success, he became a small business angel investor… and proceeded to lose his entire fortune. Then he started all over again, driven to find better ways to grow healthy, strong companies. Mike has devoted his life to the research and delivery of innovative, impactful entrepreneurial strategies to you.

Mike is the creator of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit. He is the creator of Clockwork, a powerful method to make any business run on automatic. And his latest, arguably most impactful discovery, is Fix This Next. In Fix This Next, Mike details the strategy businesses can use to determine what to do, in what order, to ensure healthy, fast, permanent growth (and avoid debilitating distractions).

Today, Mike leads two new multi-million-dollar ventures, as he tests his latest business research for his books. He is a former small business columnist for The Wall Street Journal and business makeover specialist on MSNBC. Mike is a popular main stage keynote speaker on innovative entrepreneurial topics; and is the author of Fix This Next, Clockwork, Profit First, Surge, The Pumpkin Plan and The Toilet Paper Entrepreneur.

Fabled author, Simon Sinek deemed Mike Michalowicz “…the top contender for the patron saint of entrepreneurs.”

Connect with Mike on LinkedIn, Facebook, Twitter and Instagram.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA. After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsors

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family. We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Paylocity is a leading provider of cloud-based HR and payroll software solutions headquartered in Schaumburg, IL. Paylocity offers an intuitive, easy-to-use product suite that helps businesses tackle today’s challenges while moving them toward the promise of tomorrow.

Known for its unique culture and consistently recognized as one of the best places to work, Paylocity accompanies its clients on the journey to create great workplaces and help people achieve their best through automation, data-driven insights, and engagement.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for business conducted through Lincoln Financial Advisors Corp. CRN-3918841-081120

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business Radio X is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Erik Francis with Maverik Education and Christian Nielson with uQualio® E10

August 19, 2020 by Karen

Phoenix Business Radio

Erik Francis with Maverik Education and Christian Nielson with uQualio® E10

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Erik Francis with Maverik Education and Christian Nielson with uQualio® E10

Maverik Education, LLC provides academic professional development and consultation to K-12 schools, colleges, and universities on developing rigorous learning environments and delivering educational experiences that challenge students to demonstrate higher order thinking and communicate depth of knowledge (DOK).

Erik M. Francis, M.Ed., M.S., Owner of Maverik Education, is an international author and presenter with over 20 years of experience working as a classroom teacher, a site administrator, an education program specialist with a state education agency, and a professional development trainer.

He has extensive experience working with diverse populations of schools, staff, and students at all grade levels from pre-kindergarten to post-graduate. Erik is the author of Now THAT’S a Good Question! How to Promote Cognitive Rigor Through Classroom Questioning published by ASCD. His book on teaching and learning for depth of knowledge will be published by Solution Tree International in 2021.

Erik is also ranked as one of the World’s Top 30 Education Professionals for 2019 (#13) and 2020 (#3) by the research organization Global Gurus.

Connect with Erik on LinkedIn, Facebook and Twitter.

uQualio® is the company name and the name of a new kind of video eLearning platform for the use in onboarding, training, marketing, sales and sales support.

uQualio® takes the value of video for training, cloud-based technologies, SaaS, smartphones, social media, gamification, and bite size learning and creates a new way to create, distribute and consume learning.

uQualio® is a revolutionary way to do this for companies, NGO’s, non-profits and startups across the world.

Christian Nielsen is uQualio®’s Chief Product Officer and co-founder. He holds a Master of Science in Electronic Engineering.

He has a long career with extensive international experience in Management, Leadership & Quality within learning and software industries. Back in 2000 Christian was the CEO of one of the first eLearning companies in Denmark.

Follow uQualio® on LinkedIn, Facebook, Twitter and Instagram.

About The Lurnist Radio Show & Podcast

Join us as we discuss the latest trends, “how to’s” and the fascinating things people are doing in the course creation business!

About Your Host

Debra Hildebrand is the Founder and CEO of The Lurnist. She has over 20 years’ experience in consulting and over 10 years in corporate training and teaching in higher education.

She is one of the architects for the Project Management Certification program at the University of Washington, where she received the Team Teaching Excellence Award and currently instructs in the online portion of the program. Additionally, she developed and currently teaches two highly popular online courses at Stanford University. She has developed and produced over 200 educational videos.

Prior to building her own business, she worked as a management consultant for a boutique consulting company in the Pacific Northwest where her role included creating successful solutions for high profile, complex, cross-functional projects in the public sector.

She earned an MBA from Columbia Business School in New York, NY and she serves on the advisory board for the University of Washington Project Management Certificate Program and is a National Mentor for SeedSpot.

About Hildebrand Solutions, DBA “The Lurnist

The Lurnist provides strategic solutions for online business startup, marketing and course creation. We provide entrepreneurs, small businesses and service professionals with coaching and training to help them build a successful and revenue generating business. We do this by providing real action steps that can be implemented right away and strategies for automating work that is slowing down progress. Our motto is SIMPLE and ACTIONABLE.

Follow The Lurnist on Facebook, Twitter and Instagram.

Octavia Harris and Julie Armstrong with Tempe Community Council and Raveen Arora with Kiwanis International SWD E37

August 17, 2020 by Karen

Phoenix Business Radio

Octavia Harris and Julie Armstrong with Tempe Community Council and Raveen Arora with Kiwanis International SWD E37

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Octavia Harris and Julie Armstrong with Tempe Community Council and Raveen Arora with Kiwanis International SWD E37

On this episode of 3C Amplified with host Jacqueline Destremps, listeners were introduced to a panel of community leaders to hear their take on why the City of Tempe is a leading example for communities around the country on the importance of collaboration between city, business, and human services leaders to create a community of inclusive, compassion and diversity.

Founded in 1972, Tempe Community Council (TCC) is a community-based nonprofit focused on encouraging resident interaction and enhancing human services in Tempe.

TCC brings together the community – including government, nonprofits, faith groups and residents – to support Tempeans in need, plan for present and future needs, and build an enduring foundation.

Octavia Harris is the Executive Director of Tempe Community Council (TCC). She joined TCC January 2017 as the Community Impact Manager and became the Executive Director in July 2018.

Octavia has worked in the nonprofit sector for the past 10 years and her experience includes leadership, program management, fundraising, grant management, volunteer coordination and community engagement at non-profits in Alaska, Washington State and Hawaii.

Octavia is a proud AmeriCorps VISTA and AmeriCorps Alumni. She holds both Masters in Public Administration and Political Science and is a Certified Non-profit Professional. Octavia is delighted to join the Tempe Community Council in a role that engages and supports the Tempe community.

Julie Armstrong is currently a resident of Tempe and serves as the Treasurer for the Tempe Community Council Board of Directors. Julie has served in various roles in the past three years with TCC. Her passion is her community and connecting people.

After dedicating 25 yrs of her career in community relations, HR management, thought leadership, biz development, and volunteer arenas, Julie decided to branch out and work with others to develop their skills and to bring their business goals to life when she founded Paradigm Promoters.

Currently, Julie shares her creative touch on the brand management and digital footprint scene by building unique campaigns for her clients. Focusing on their passion, story, digital stamp, and vision she ensures they understand the importance of creating their legacy. Most importantly she teams up with them to identify their connections and current trends to explore new business opportunities.

Julie proudly served as the 2013 AZSHRM State Conference Director, and was the 2012 AZSHRM State Conference co-Chair. She is a past board member of the AZSHRM State Council and a current Nat’l SHRM member. In 2012, she was the Judith Krebs, PHR Memorial Volunteer Leader of the Year Award recipient. She is past Chair of the Women in Business Council with the Tempe Chamber, past co-Chair on the Phoenix Workforce Connection Full/Executive Boards and past President of Staffing Management Assn. of Greater Phx.

She enjoys community service as evident in her past role on the BOD with Gabriel’s Angels and her role with Young Buckeyes of Phx and Buck Breast Cancer. Other community initiatives include PWC Youth Council, Fresh Start for Women, and the Junior Achievement Women’s Golf Classic committee, JA ‘You’re Hired’ board and as a volunteer/sponsor.

In 2011, she was a featured chapter in the book, Shattering Barriers: Amazing Women’s Journeys to Personal Empowerment written by Dolores Seright. She received her BA in Org Comm from Wright State University, and she is a Master Graduate of Rapport Leadership International.

Follow TCC on LinkedIn, Facebook and Twitter.

Professional Accountant, Author, Entrepreneur, Speaker and Management Consultant- Raveen Arora is the Chief Liaison Officer with Kiwanis

International Southwest District. He was born and raised in Calcutta (India) and currently operates the largest India Cultural Center based out of Tempe.

Raveen lives in Arizona and is a professional member of several organizations and associations. Despite his humble childhood (a refugee Child), Raveen achieved international recognition as consultant and author.

In Calcutta he was blessed to work with Mother Teresa on several projects. This developed his core values of humility, compassion, and respect.

Connect with Raveen on LinkedIn.

About 3C Amplified

3C Amplified puts the spotlight on change makers in our communities. Listen in as we share how businesses, nonprofits and community minded individuals are connecting, creating and collaborating to amplify their impact and create positive change in the world.

Want to be part of the conversation? Join us in The 3C Community! Our members create together a collection of stories, experiences, and practical ideas for taking action and implementing change through collaboration and community partnerships between individuals, businesses and nonprofits.

About The Host, Jacqueline Destremps

Jacqueline Destremps is a creative marketing strategist and founded Another Hand Advantage, LLC in 2014 to help community minded small business owners and nonprofit professionals move forward more confidently with their marketing strategy. After graduating from Arizona State University with a degree in Psychology, she has spent her professional career working in both the nonprofit and for-profit sector.

She now enjoys being self-employed and the flexibility it provides to allow more time to volunteer, serve on nonprofit boards, choose pro-bono projects, run 100+ Women Who Care Valley of the Sun (which she co-founded in 2014) and travel the world. Jacqueline believes in creating connections between businesses and nonprofits in the community to stimulate growth and collaboration.

Follow AHA on Instagram and Facebook and connect with Jacqueline on LinkedIn.

Marvin Galang with JuanTax E5

August 14, 2020 by Karen

Phoenix Business Radio

Marvin Galang with JuanTax E5

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Marvin Galang with JuanTax E5

JuanTax is the Philippine’s first BIR-Accredited Tax Solution Provider under the Electronic Tax System Provider Program (eTSP) of the Bureau of Internal Revenue that was launched last December 6, 2018.

JuanTax is a digitized Business to Business (B2B) tax platform that enables Accountants and Bookkeepers to automate their tax preparation, bookkeeping, and Financial Reports. Taxpayers benefit with an easy, cost-efficient & seamless way to file and pay taxes through cloud-based technology.

A US CPA and a Philippine CPA Board topnotcher (1999) and Alumnus of San Beda College, people say that Marvin Galang has all the recipes for success. A well organized and disciplined individual, with a close eye for detail and a good head for numbers. But he did not have it all easy though, and the climb was an uphill one.

Marvin is fond of technology and its applications to process improvement. A true champion of cloud computing and accounting, he founded Double Rule in 2013, a cloud technology accounting firm which was awarded as Xero’s 2014 Accounting Partner of the Year for the United States.

As the majority of his career was spent serving US clients, Marvin thought of a way to give back to society and fulfill his responsibility to his profession by helping his fellow Filipino accountants improve and grow their practice through technology. This sparked the idea of JuanTax, a cloud-based tax software that automates tax preparation for in-one. He believes that time is changing and that CPAs need to adapt to survive.

In spite of all the rejections and turndowns, he keeps on working day in day out believing in his vision and working on helping one accountant at a time.

Follow JuanTax on LinkedIn, Facebook, Twitter and Instagram.

About From Zero 2 Revenue

At the end of each episode, our listeners can expect plenty of takeaways! As the late Stephen Covey said, “All things are created twice – first in the mind, then in reality”.

About Our Host

Connect with Chris on LinkedIn.

About Our Sponsor

Gabtech Global is a business process outsourcing company based in Glendale, Arizona with a fulfillment center in Bohol, Philippines.

Gabtech Global specializes in providing affordable outsourced customer support, after hours and overflow call center services, link building and Virtual Assistant Services.

They work with companies making $100,000 a year in revenue to companies making $100,000 a day in revenue.