Patrick Sutton/Milner Inc.
Milner, Inc. is an expert at designing complete business solutions to improve the way large and small enterprises operate. Milner’s integrated use of the latest equipment and technology, tailored software, and business process changes helps companies improve efficiency and productivity, streamline operations, and stay competitive.
On this episode of “Strategic Insights Radio“, host and CEO of Sterling Rose Consulting Corp Vlad Rusz discusses Zoho Customer Relationship Management (CRM) solutions and how to properly use Zoho.
Vlad Rusz/Sterling Rose Consulting Corp
Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. The staff of Sterling Rose Consulting Corp has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and managed four successful businesses that range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.
Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.
About “Strategic Insights Radio”:
“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.
On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker.
Melissa Walker/Salo & Walker
Melissa is a partner with the firm of Salo & Walker in Atlanta, and practices in the areas of estate planning, estate administration, charitable planning, fiduciary litigation and estate and gift tax.
Melissa is a graduate of Yale University (B.A., 1985) and Duke University School of Law (J.D., cum laude, 1988).
Prior to founding Salo & Walker in 1995, Melissa practiced with Pillsbury, Madison & Sutro in San Francisco and Long, Aldridge & Norman and Grenwald & Salo in Atlanta. She is a Fellow in the American College of Trust and Estate Counsel, a Fellow of the Lawyers Foundation of Georgia, a member of the American Bar Association, the Atlanta Bar Association (member, Estate Planning and Probate Section), the State Bar of Georgia (Fiduciary Section, Chair, 2004-2005, Chair, Legislation Committee, 1999-2002, Chair, Rule Against Perpetuities Study Committee, 1999-2000), the State Bar of California, the Atlanta Estate Planning Council (member, Board of Directors, 2000-2002, 2010-2012), and the Decatur-DeKalb Estate Planning Council. Melissa is listed in Who‘s Who In American Law; Who‘s Who in America and The Best Lawyers In America. She serves as a member of the Board of Trustees of The Paideia School in Atlanta, GA.
Loraine DiSalvo/Morgan and DiSalvo
Loraine M. DiSalvo became a partner in Morgan + DiSalvo, P.C. in January 2005, after practicing at the firm as an associate since 1997. She obtained her JD, with distinction, from Emory University in 1997 and her B.A., in History, cum laude, from Georgia State University in 1994.
• Selected as a Georgia Super Lawyer in Trusts & Estates for 2013, 2014, 2015, and 2016
• Holds an AV-Preeminent rating from Martindale-Hubbell since 2009
• Rated 10.0 out of 10.0- Superb from Avvo.com and has maintained this rating for many years
• Named a Five Star Professional by Atlanta Magazine in 2015 and a Five Star Wealth Advisor for each of 2010, 2011, 2012, 2013, and 2014
• Past Chair of the Estate Planning & Probate Section of the Atlanta Bar Association and currently serves as the Editor-in-Chief for The Mortmain, the Section’s newsletter
• Member-At-Large of the Atlanta Bar Association’s CLE Board of Trustees
• Member-At-Large of the Board of Directors for the Estate Planning Council of North Georgia
• Former President, former Treasurer, and current Advisory Board Member of the Professional Women’s Information Network, Inc. (“ProWIN”), a non-profit organization which is devoted to providing professional and entrepreneurial women with opportunities to network and develop themselves both personally and professionally
• Spoken to numerous groups of both laypeople and professional advisors on estate planning-, tax-, and probate-related topics
About Gaslowitz Frankel:
Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.
To watch the video of this show, CLICK HERE.
If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.
Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!
Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute
Lisa Machado/Visiting Angels
Visiting Angels is a non-medical home care company where Certified Nursing Assistants (the angels) provide assisted living services in the home or a facility for seniors. Assisted living services include such things as bathing, dressing, meal preparation, personal care, mobility assistance, transportation, med reminders and meal prep. Care plans are customized as each person is different, but care plans have general scopes of services and are RN supervised. Most services are provided in the care recipients’ home.
Brad Serff/Providence Bank
Providence Bank is a locally owned community bank located in Alpharetta, GA. The bank opened on April 10, 2006 and just celebrated its 10 year anniversary. Providence Bank offers a wide array of deposit, savings and loan products. The bank’s use of technology allows customers to monitor their accounts, pay their bills, and even make deposits with their phone. Providence Bank customers appreciate individualized attention and local decision making when working with a staff that live in and support the local community.
Dan Simmons/Virtual Management Technologies
Virtual Management Technologies (VMT) is an Information Technologies company focused on data protection. They provide data backup and patch management and anti-virus protocols are up to date, assuring data is well protected and secure. They monitor their customers’ infrastructure 24/7/365, correcting problems as they may occur in real time. They also maintain a data center at their location in Alpharetta where they provide hosting services, co-location services, and private cloud services. VMT also maintains a 24/7/365 help desk to solve desktop problems for their customers.
On this episode of “Strategic Insights Radio“, host and CEO of Sterling Rose Consulting Corp Vlad Rusz discusses Customer Relationship Management (CRM) solutions, how to properly use them, and the risks and rewards of using the proper CRM solution.
Vlad Rusz/Sterling Rose Consulting Corp
Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. The staff of Sterling Rose Consulting Corp has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and managed four successful businesses that range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.
Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.
About “Strategic Insights Radio”:
“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.
Academy for Academic Leadership (AAL) is a national leadership training and development organization located in metro Atlanta. Don’t let the name fool you – they work extensively with educational institutions but also with for-profit and not-for-profit organizations. AAL President and Founder Karl Haden and Senior Fellow Rob Jenkins have collaborated on “The 9 Virtues of Exceptional Leaders: Unlocking Your Leadership Potential“, a powerful book that explores the DNA of leadership and creates a strong foundation for leadership development.——————————————
“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.
Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.
Mayor David Belle Isle/City of Alpharetta
Whether you’re new to Alpharetta or a lifelong resident, there’s just so much to discover in this beautiful and vibrant Southern city. Alpharetta truly has it all. A unique blend of excellent schools, incredible job opportunities, great shopping and cultural events and abundant green space. It’s no wonder Alpharetta is one of the hottest markets in both commercial and residential real estate. Through all of its progress, the city has kept its down-to-earth character which may be why people who live here usually stay here, and why there’s always something new and exciting happening. Welcome to Alpharetta. Enjoy exploring all that this amazing city has to offer.
Gregg Burkhalter/”The LinkedIn Guy”
Gregg Burkhalter is an active networker who understands the importance of building business relationships in the digital realm. He has trained countless professionals across the U.S. and Canada to effectively brand themselves and market their businesses on LinkedIn. Gregg is known around these parts as “The LinkedIn Guy”. He provides LinkedIn training and branding coaching via one-on-one and group training sessions, corporate presentations and webinars. He is also a frequent speaker at civic and chamber events and area universities.
Dale Sizmore/Voterworkz
Voterworkz breaks down barriers to running for political office. That makes it easier and more affordable for people to participate in the process and bring new voices to the discussion. They do that by providing customized reports about the most engaged voters, by analyzing voter history patterns to identify those most likely to vote in upcoming elections. That saves time, money and shoe leather for candidates. And they do it for a fraction of the cost of other methods.
David White/The Detour Program
The DETOUR Program is designed to assist adolescents as they attempt to navigate through middle school, high school, and all of the challenges that come with that process. It is a transition program with two distinct tracts: the “Alternate Route” is a diversion program, and “My Life” is a prevention program.
The Alternate Route program is a diversion program targeting juvenile offenders and those with behavioral health diagnosis between the ages of 13-17. This program is ten weeks in length and offers mental health treatment, creative, innovative group interventions, and family support systems. After the initial ten week “Alternate Route”, they also provide their 500-hour Reentry Prep which is specifically designed to prepare offenders to be productively involved in their communities and society. The goal of the program is to prevent incarceration and repeat offenses, improve academic performance, and address previously unidentified family stresses that contribute to the youth’s behavior. The “My life” series is another innovative tool used by the DETOUR program to address adolescents involved in risky behaviors such as drug and alcohol use, bullying, teen pregnancy, STDS, and delinquent behaviors – which are all “barriers to their success”. The “My Life” series is broken into three phases and each phase is four weeks in length using a small group format.
Pete Patel/Suwanee Business Alliance
Suwanee Business Alliance fosters the success of local business owners with a serious mind to grow while creating relationships for the future. Founded in 1999, the Suwanee Business Alliance was formed when a group of Suwanee-area businesses banded together to foster communications and commerce among its members, and to help the Suwanee community grow and prosper.
Anthony Rodriguez/Aurora Theatre
Under the artistic leadership of Co-Founders and Artistic Directors Anthony Rodriguez and Ann-Carol Pence, now in its 20th Season, Aurora Theatre produces professional live entertainment to suit everyone’s taste. Aurora Theatre is home to over 600 events each year. Two series of theatrical productions, the Peach State Federal Credit Union Signature Series and the GGC Harvel Lab Series, are comprised of the biggest Broadway plays and musicals alongside exciting contemporary theatre. Additionally, Aurora produces concerts, stand-up comedy, children’s programs, metro Atlanta’s top haunted attraction Lawrenceville Ghost Tours, as well as Atlanta’s only professional Spanish language theatre, Teatro Aurora. Aurora Theatre is a world-class theatrical facility with two performance venues.
John Miles/Law Offices of John M. Miles
John Martin Miles is an attorney on private practice in Suwanee. He is a solo practitioner which means that when you retain him, he is who you get, not an associate whom you have never met. John has been practicing in Gwinnett County for 39 years and over that time his practice has morphed to reflect the economy and the demands of his clients. At the current time his practice is focused on what he calls “preventive law”.
CLICK HERE to watch the video of this show.
