AI Archives - Page 2 of 6 - Business RadioX ®

Katie Moore, Sonal Chandler, Diamond Ford, and Teresa Caro on Trademarks, Cybersecurity, Senior Salon Services, and Leadership

July 17, 2025 by John Ray

Family Business Radio

Katie Moore, Sonal Chandler, Diamond Ford, and Teresa Caro on Trademarks, Cybersecurity, Senior Salon Services, and Leadership

00:00 /

Katie Moore, Sonal Chandler, Diamond Ford, and Teresa Caro on Trademarks, Cybersecurity, Senior Salon Services, and Leadership (Family Business Radio, Episode 66)

In this episode of Family Business Radio, host Anthony Chen welcomes four dynamic women whose work spans business law, cybersecurity, senior hair salon services, and leadership coaching but whose stories are deeply rooted in family, legacy, and personal mission.

Katie Moore, founder of Katherine Moore Law, LLC, shares how childhood exposure to trademark law shaped her path and why intellectual property is essential for growing businesses.
Sonal Chandler, founder of Minerva Consulting, opens up about the loss of her father, her pivot from corporate cybersecurity to entrepreneurship, and how small businesses can proactively protect themselves in an age of AI threats.
Diamond Ford, founder of Don’t Touch My Hair by Hollywood, shares her journey from childhood beauty salons to creating a luxury experience for seniors, reminding us that dignity and care never grow old.
Teresa Caro, founder of Liminist, explains how she helps business owners, and particularly family-led businesses, navigate growth plateaus, generational succession, and team dynamics to build something that lasts.

This episode, spanning from trademarks to transitions, is brimming with practical wisdom and heartfelt insight. Whether you’re building a business, protecting a legacy, or redefining success, these stories will stay with you.

Anthony concludes the show with thoughts on crafting a legacy of memories, reminding us that you can’t buy time or memories.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Key Takeaways from This Episode

Katie Moore, Katherine Moore Law, LLC

Trademarks protect the identity, value, and recognition your business builds, not just your logo.
You don’t have to wait to register. “Intent to use” filings can reserve your rights as you grow.
Descriptive names are weak trademarks; creative, distinctive names offer stronger protection.

Sonal Chandler, Minerva Consulting

Small businesses are attractive targets for hackers due to limited cybersecurity defenses.
Basic protections like strong passwords, multi-factor authentication, and staff training go a long way.
Don’t just chase AI tools. Focus on how they fit your business strategy and strengthen operations.

Diamond Ford, Don’t Touch My Hair by Hollywood

Seniors want luxury, dignity, and routine in their grooming just like anyone else.
Salon environments using nostalgic music and décor create healing, memory-rich experiences for aging clients.
Stories from elders—like a 110-year-old who said “right now” is the best time to be alive—remind us to live gratefully and stay present.

Teresa Caro, Liminist

Founders often become the bottleneck to growth when they don’t shift leadership mindsets.
Succession planning can take seven or more years. Start before you feel “ready.”
Build a business that can thrive without you; systems and strategy matter more than solo effort.

Anthony Chen, Lighthouse Financial and Host, Family Business Radio

True legacy means living without regret—making memories, not just money.
Overworking can cost you the life experiences you’re working so hard to afford.
“You can’t buy time or memories”—use your success to support the life you want to live now.

Katie Moore, Katherine Moore Law, LLC

Katie Moore is an attorney specializing in corporate law, contracts, and trademarks. With a focus on helping business owners protect and grow their enterprises, Katie guides her clients through the legal requirements and best practices that can help them achieve their goals.

In her trademark practice, Katie assists clients in safeguarding their brand identities. Katie’s passion lies in empowering businesses to establish and maintain strong legal foundations for the brands they have worked so hard to build.

Katie’s approach to law is characterized by her dedication to providing personalized attention and tailored solutions to each client’s unique needs.

Katie is a graduate of the University of Georgia and Catholic University in Washington, DC.

Website | LinkedIn

Sonal Chandler, Minerva Consulting

Sonal Chandler is the founder and CEO of Minerva Consulting, a woman-owned business based in Alpharetta, GA. Minerva helps small and mid-sized organizations strengthen their cybersecurity posture and harness the power of AI with clarity and confidence. Her firm specializes in cyber risk management and AI readiness & integration, bridging strategy, implementation, and education to make complex technology feel actionable.

With over 20 years of experience in technology consulting, Sonal’s background spans Fortune 500 enterprises, boutique firms, and high-growth startups. She is the host of the Minerva Meets podcast and author of the Mind Spark blog, where she explores how AI and cybersecurity are shaping the future of work.

Sonal holds a Master’s in Information Technology from AIU and a Bachelor of Science in Marketing and Management from the University of South Carolina. Outside of work, she enjoys hiking, kayaking, cooking, watching sports, especially football, and traveling. Her favorite role of all is being a mother and role model to her two young daughters.

Website | LinkedIn

Diamond Ford, Don’t Touch My Hair by Hollywood

Diamond Ford is the visionary founder and CEO of Don’t Touch My Hair by Hollywood, a luxury salon management company revolutionizing beauty care within senior living communities. With nearly a decade of experience specializing in beauty services for seniors, Diamond has built a brand rooted in dignity, consistency, and elevated self-care.

Don’t Touch My Hair by Hollywood is a salon management company delivering luxury pampering and grooming services to senior living communities. Infused with Old Hollywood charm from iconic starlet imagery to the intentional use of music therapy featuring classic jazz, soul, and swing, they create an experience that restores dignity, evokes joy, and celebrates legacy. Through exclusive memberships, they provide not just beauty care but a place to gather, feel seen, and be treated. The team takes pride in serving with excellence, compassion, and purpose, making every appointment a moment of care, connection, and confidence.

In addition to her leadership in salon management, Diamond is a certified trichologist, a specialist in the study of hair loss. Her work blends science, beauty, and heartfelt service to restore dignity, confidence, and personal style to aging adults. She is known for building a brand that marries glamor with purpose and for mentoring other women in business through her journey as a wife, mother, and entrepreneur.

Website | LinkedIn

Teresa Caro, Liminist

Teresa Caro is the founder and CEO of Liminist, where she utilizes her proprietary LIMINAL methodology—Learn, Investigate, Measure, Innovate, Navigate, Adapt, Lead—to catalyze growth and elevate performance among C-suite executives, senior leaders, and high-potential teams.

With over twenty years of leadership experience in complex environments, Teresa is recognized for her strategic acumen and empathetic, grounded style. Her career includes award-winning work across sectors like CPG, retail, fintech, and B2B SaaS, and she has held notable leadership roles at organizations such as Razorfish, Engauge (acquired by Publicis), and Atlanticus. Her expertise lies in guiding organizations through acquisitions and digital transformations, consistently building strong foundations for success.

Teresa’s commitment to developing future leaders extends beyond her executive coaching, as she serves as a mentor coach for initiatives such as OnBoard and the UGA Digital Marketing Competition. She is a co-author of The Purpose Playbook, which promotes purpose-driven leadership. Teresa’s credentials include an MBA from Georgia State, executive coach certifications from CEC and ICF, and specialized expertise in assessment tools and mental fitness. A devoted golfer and yoga enthusiast, Teresa exemplifies the balance of professional drive and personal fulfillment, encouraging clients to do the same.

Website | LinkedIn

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. 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.

Follow this link to access the complete show archive of Family Business Radio.

Brand Messaging with Kerry Fennell, The Writing Barn

May 7, 2025 by John Ray

North Fulton Business Radio

Brand Messaging with Kerry Fennell, The Writing Barn

00:00 /

Brand Messaging with Kerry Fennell, The Writing Barn (North Fulton Business Radio, Episode 869)

In this episode of North Fulton Business Radio, host John Ray talks with Kerry Fennell, founder of The Writing Barn. Kerry helps small business owners, consultants, and solopreneurs clarify their brand messaging and connect more effectively with their audience. She explains why clear messaging is more important than ever in today’s crowded digital world, how imposter syndrome often holds professionals back from showing up authentically, and why good writing starts with understanding rather than selling. Kerry also discusses the concept of human-centered marketing and how writing can build trust, clarity, and connection. Whether you are building a brand, refining your voice, or learning how to use AI responsibly, this conversation offers practical guidance for writing that resonates.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and is recorded inside Renasant Bank in Alpharetta.

Kerry Fennell, The Writing Barn

Kerry Fennell, The Writing Barn

Kerry Fennell is a copywriter and brand messaging strategist based in the Atlanta metropolitan area, known for her work with The Writing Barn. She specializes in helping B2B founders, business coaches, consultants, and service providers clarify and communicate their brand messaging to attract ideal clients and build trust.

Kerry is professionally trained in B2B copywriting through the American Writers and Artists Institute (AWAI) and holds a Content Marketing Certification from HubSpot Academy. Her approach is rooted in providing clarity, confidence, and impactful messaging while reducing the overwhelm often associated with marketing. With experience spanning marketing strategy, website copy, sales pages, and email campaigns, she also offers ghostwriting services for executives and founders in thought leadership and branding.

Kerry’s background includes roles in executive support, event planning, and admissions, and she is recognized for her faith-driven, purpose-filled work ethic and high emotional intelligence. Through The Writing Barn, she is dedicated to bringing authenticity and human connection back into marketing communications.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:29 Guest Introduction: Kerry Fennell from The Writing Barn
02:03 The Importance of Brand Messaging
03:05 Kerry’s Career Journey and Passion for Writing
04:46 Challenges in Marketing and Overcoming Imposter Syndrome
08:10 Defining a Clear Brand Message
10:31 Human-Centered Marketing
14:25 The Role of AI in Marketing
25:18 Success Stories and Client Experiences
27:34 Conclusion and Contact Information

About North Fulton Business Radio and host John Ray

With over 860 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates businesses by sharing positive stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of North Fulton Business Radio, and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and recorded inside Renasant Bank in Alpharetta.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

The Invisible Value of What Never Happens, with Benny Carreon, Velocity Technology Group

April 30, 2025 by John Ray

North Fulton Studio

The Invisible Value of What Never Happens, with Benny Carreon, Velocity Technology Group

00:00 /

The Invisible Value of What Never Happens, with Benny Carreon, Velocity Technology Group (The Price and Value Journey, Episode 131)

How do you express the value of something that does not occur? That question is one area of focus in this episode of The Price and Value Journey, as host John Ray welcomes Benny Carreon, founder and CEO of Velocity Technology Group. As a global technology consultant, Benny discusses how he explains to clients the value of avoiding cyberattacks and maintaining smooth operations, as well as his use of value-based pricing. The conversation also covers Benny’s journey from the telecom industry to building a global technology consulting firm specializing in managed IT, cybersecurity, and digital transformation with AI. Benny shares insights on the company’s holistic approach to client solutions, the importance of strategic partnerships, and the impact of cybersecurity. They also delve into Benny’s podcast, WFH with Two Guys, co-hosted with Dennis Jackson, and talk about the rapid adoption and future potential of AI in businesses.

The Price and Value Journey is presented by John Ray and produced by North Fulton Business Radio, LLC, an affiliate of the Business RadioX® podcast network.

Benny Carreon, Velocity Technology Group

Benny Carreon is the founder and principal of Velocity Technology Group, a Boulder, Colorado-based company specializing in technology solutions for businesses. Since establishing the company in 2003, Benny has led Velocity through significant growth, expanding its services from telecommunications to a comprehensive suite of technology offerings, including cybersecurity, digital transformation, and IT consulting. His vision centers on helping small and mid-sized businesses leverage innovative technology to improve efficiency and drive sustainable success.

With over 30 years of experience in the technology sector, Benny is known for his practical approach and deep industry knowledge. He is passionate about demystifying complex tech topics for business leaders and guiding organizations through the challenges of digital change. Benny’s expertise is frequently sought after for strategic planning, technology upgrades, and cybersecurity best practices.

In addition to his work at Velocity, Benny co-hosts the podcast “WFH with 2 Guys,” where he and his co-host Dennis Jackson of WorX Solutions discuss workplace trends, artificial intelligence, business strategy, and many other topics with fellow experts. Through both his company and his podcast, Benny Carreon remains dedicated to empowering businesses with the tools and insights they need to thrive in a rapidly evolving digital landscape.

LinkedIn | Velocity Technology website

Topics Discussed in this Episode

00:00 Introduction to The Price and Value Journey and Guest Welcome
01:30 Benny’s Journey with Velocity Technology Group
02:51 Client Relationships and Challenges
07:56 Value-Based Pricing and Client Education
15:05 Cybersecurity Insights and Best Practices
26:03 The Reality of Cybersecurity Threats
27:02 The Emotional Impact of Being Hacked
29:26 Understanding the Value of IT Services
32:35 The Evolution of AI in Business
39:17 Practical AI Applications for Businesses
43:16 The Importance of Incremental Improvements
45:22 The Role of Podcasts in Business
50:20 Conclusion and Contact Information

About The Price and Value Journey Podcast

The Price and Value Journey is a show for expert-service professionals who want more than formulas and quick fixes. If you’re a solo or small-firm provider—consultant, coach, attorney, CPA, or fractional executive—you know the real work of building a practice goes far beyond pricing. It’s about finding clarity, showing up with confidence, and learning how to express the full value of what you do in ways that clients understand and appreciate.

Hosted by John Ray, business advisor and author of The Generosity Mindset, this podcast explores the deeper journey behind running a services business: how you think about your work, how you relate to clients, and how you sustain a business that’s not only profitable but deeply fulfilling. Yes, we talk pricing, but we also talk mindset, business development, trust, empathy, positioning, and all the intangible ingredients that make a practice thrive.

With solo episodes and conversations featuring thoughtful guests, The Price and Value Journey is a companion for professionals who are building something meaningful. Produced in partnership with North Fulton Business Radio, LLC, an affiliate of Business RadioX®, the podcast is accessible on all major podcast platforms. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray, Author of The Generosity Mindset and Host of The Price and Value Journey — John Ray, Author of *The Generosity Mindset* and 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 business coaching and advisory work, as well as advising solopreneurs 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 expertise, such as attorneys, CPAs, accountants and bookkeepers, consultants, coaches, marketing professionals, and other professional services practitioners.

In his other business, John is a podcast show host, strategist, and the owner of North Fulton Business Radio, LLC, an affiliate of Business RadioX®. John and his team work with B2B professionals to create and conduct their podcast using The Generosity Mindset® Method: building and deepening relationships in a non-salesy way that translates into revenue for their business.

John is also the host of North Fulton Business Radio. With over 850 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in its region like no one else.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

John is the #1 national best-selling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to them. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset™, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

Whether you’re a consultant, coach, marketing or branding professional, business advisor, attorney, CPA, or work in virtually any other professional services discipline, your content and technical expertise are not proprietary. What’s unique, though, is your experience and how you synthesize and deliver your knowledge. What’s special is your demeanor or the way you deal with your best-fit clients. What’s invaluable is how you deliver great value by guiding people through massive changes in their personal lives and in their businesses that bring them to a place they never thought possible.

Your combination of these elements is unique in your industry. There lies your value, but it’s not the value you see. It’s the value your best-fit customers see in you.

If pricing your value feels uncomfortable or unfamiliar to you, this book will teach you why putting a price on the value your clients perceive and identify serves both them and you, and you’ll learn the factors involved in getting your price right.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

Marketing Insights for Small Business, with Darrell Noe, Seventy Seven Collective

April 28, 2025 by John Ray

North Fulton Business Radio

Marketing Insights for Small Business, with Darrell Noe, Seventy Seven Collective

00:00 /

Marketing Insights for Small Business, with Darrell Noe, Seventy Seven Collective (North Fulton Business Radio, Episode 865)

In this episode of North Fulton Business Radio, host John Ray interviews Darrell Noe, the founder and CEO of Seventy Seven Collective. Darrell shares insights into his journey from being a designer to founding a successful digital marketing agency. He discusses the unique growth model of Seventy Seven Collective, which focuses on partnering closely with small to medium-sized businesses to achieve tangible results in their marketing efforts. Darrell highlights common marketing mistakes, the importance of monitoring results, and the impact of AI in digital marketing. He also provides valuable advice for aspiring entrepreneurs and details his agency’s approach to client engagement and success stories.

Darrell Noe, Seventy Seven Collective

Darrell Noe is the founder and CEO of Seventy Seven Collective, a boutique digital marketing and branding agency based in Roswell, Georgia.

With over two decades of experience as a creative director and industry leader, Darrell has built a reputation for crafting innovative marketing strategies that empower brands to flourish. His journey has been defined by a dedication to fostering growth through creativity and innovation, particularly in media strategy, branding, and marketing operations. Leaving the corporate world in 2019, Darrell established Seventy Seven Collective to provide small businesses with big agency expertise without the hefty overhead—delivering impactful work that resonates with audiences and drives measurable results.

At the helm of Seventy Seven Collective, Darrell leads a nimble team known for their collaborative spirit, fast problem-solving, and commitment to client success. Under his leadership, the agency has partnered with a diverse range of clients, from startups to established enterprises, helping them navigate the complexities of the digital landscape through bold strategies, compelling brand stories, and creative solutions.

Beyond his professional achievements, Darrell is known for his passion for hockey, his background as a club DJ, and his appreciation for craft beer-traits that reflect his energetic and creative approach to both work and life.

Darrell Noe: LinkedIn | Instagram

Seventy Seven Collective: Website | Linkedin | Instagram

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:34 Meet Darrell Noe of Seventy Seven Collective
02:34 Darrell’s Journey in Marketing
04:49 Building Seventy Seven Collective
06:44 Advice for Aspiring Entrepreneurs
09:34 Common Marketing Mistakes
17:22 Effective Marketing Strategies
18:07 Polished vs. Unpolished Content
19:14 The Decline of Cold Email Effectiveness
20:03 Smart Use of AI in Marketing
21:35 Building Trust for Small Businesses
23:10 Effective Marketing Strategies
25:25 Client Discovery and Onboarding Process
32:12 Success Stories and Client Examples
34:44 Contact Information and Final Thoughts

About North Fulton Business Radio and host John Ray

John Ray, host of North Fulton Business Radio, and Owner, Ray Business Advisors — **John Ray, host of *North Fulton Business Radio*, and Owner, Ray Business Advisors**

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik

March 18, 2025 by John Ray

North Fulton Studio

The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik

00:00 /

The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik (The Exit Exchange, Episode 22)

In this episode of The Exit Exchange, host John Ray dives into the business implications of artificial intelligence with Gerardo Kerik, a WSI consultant. Gerardo discusses the evolving landscape of AI and its significant impact on advisors and companies in the exit process. He highlights how AI tools have transitioned from requiring immense computing power and data sets to becoming accessible via natural language processing since the advent of large language models in 2017.

This shift, exemplified by the rapid adoption of OpenAI’s ChatGPT, has opened new opportunities for businesses to streamline processes, enhance decision-making, and boost efficiency. Gerardo also addresses common challenges in AI adoption, such as unrealistic expectations, inadequate data, and the necessity of training, while emphasizing the importance of implementing AI policies to protect client confidentiality.

The conversation further explores practical use cases like automated meeting transcription and document generation, underscoring how AI can drastically reduce time spent on routine tasks. Gerardo predicts that the future of AI includes even more advanced solutions like agentic AI, which can autonomously manage tasks and revolutionize business operations. For advisors looking to stay ahead, this episode provides crucial insights into leveraging AI effectively and ethically.

The free e-book Gerardo mentioned in the interview, Unlocking the Potential of ChatGPT & AI: A Guide to Embracing AI in Your Business and Life, can be downloaded here.

The host of The Exit Exchange is John Ray, and the show is produced by John Ray and North Fulton Business Radio, LLC, the North Fulton affiliate of Business RadioX®. John Ray is a Gold Sponsor of XPX Atlanta.

Gerardo Kerik

Gerardo Kerik is a renowned digital marketing strategist and AI consultant with over 20 years of experience working with global brands and mid-market companies. As the Principal Strategist at WSI, the world’s largest digital marketing network, Kerik specializes in leveraging AI-powered solutions to help businesses grow, improve efficiency, and increase revenue. He has developed AI tools that have boosted lead conversion rates by 40% and has played a key role in scaling eCommerce platforms, contributing to significant revenue increases.

Kerik’s expertise in AI integration is highlighted by his work in optimizing business operations, improving profitability, and driving efficiency. He serves as a Fractional CMO and strategic advisor, guiding companies through the evolving digital landscape toward long-term success. His work with private equity firms and their portfolio companies focuses on using AI and data-driven strategies to accelerate growth. Kerik’s podcast, “Embracing Change,” explores how AI is transforming industries, providing actionable insights and practical strategies for harnessing AI’s power.

In his current role, Kerik leads a team of digital marketing consultants in Atlanta, offering services that include strategy development, branding, marketing conversion rate optimization, automation, inbound marketing, SEO, PPC, eCommerce, and customer acquisition strategies. His agency has worked with clients across various industries, including finance, media, eCommerce, and education. Kerik’s commitment to AI and digital transformation is reflected in his work with clients, where he helps them leverage AI to drive revenue growth and improve operational efficiency.

Topics Discussed in this Episode

00:00 Introduction and Welcome to The Exit Exchange
01:59 Guest Introduction: Gerardo Kerik
02:12 Gerardo’s Background and AI Journey
03:39 Understanding AI: Myths and Realities
04:06 The Evolution of AI
08:12 AI Tools and Practical Applications
18:34 Confidentiality and Privacy Concerns
22:00 Challenges in AI Implementation
26:38 Future of AI and Adoption
32:59 Closing Remarks and Contact Information

The Exit Planning Exchange Atlanta

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles, and education to the heart of the middle market.

Their members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Their vision: to fundamentally change the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaboration-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community by following this link.

The host of The Exit Exchange is John Ray, and the show is produced by North Fulton Business Radio, LLC, the North Fulton affiliate of Business RadioX®, in Alpharetta. The show archive can be found by following this link.

John Ray and Business RadioX North Fulton are Gold Sponsors of XPX Atlanta.

Monetizing Your Firm’s Hidden IP with AI, with Mike Blake, High Score Strategies

March 12, 2025 by John Ray

North Fulton Studio

Monetizing Your Firm’s Hidden IP with AI, with Mike Blake, High Score Strategies

00:00 /

Monetizing Your Firm’s Hidden IP with AI, with Mike Blake, High Score Strategies (The Price and Value Journey, Episode 124)

In this episode of The Price and Value Journey, host John Ray welcomes back Mike Blake, CEO of High Score Strategies, to explore the untapped potential of intellectual property (IP) for professional services firms. The discussion centers on the significant value that firms often overlook in their accumulated data and institutional knowledge. Mike explains the importance of structured data and how firms can monetize it through consulting services, thought leadership, and even AI-driven insights. The conversation delves into practical steps for firms of all sizes to start leveraging their data, the potential impediments, and the broader implications for firm valuation and exit strategy. Whether an accounting firm, law firm, or any other professional practice, Mike offers actionable advice to transform data into a valuable, saleable asset.

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

Mike Blake, High Score Strategies

Mike is the CEO of High Score Strategies (HSS), a consultancy devoted to guiding clients to understand the value of their businesses and intangible assets for acquisition, investing, capital raising, disposition, and succession planning.

Investors and owners rely on Mike’s “information over validation” advisory approach, understanding that the questions he asks unearth hard but crucial answers that support their next transformative step or business stage.

Mike’s background spans 20+ years in valuation and 8 years in venture capital and investment banking. Before founding HSS, he served as Managing Partner with Brady Ware Arpeggio, Director of Valuation Services with Aprio (formerly Habif, Arogeti, & Wynne), and Managing Director with Adams Capital.

He is also a Special Lecturer at Georgia Tech, where he teaches graduate students about the valuation of emerging technologies and intellectual property, with a focus on Monte Carlo simulations and real options theory.

Mike founded and ran Startup Lounge, a nonprofit in Atlanta that helped connect hundreds of investors and startups over a decade. He currently serves on the board of the BVIUK (Business Valuation Institute UK).

He has coached six teams to victory in business plan competitions, leading to over $300,000 in cash prizes and nearly $2 million in services—including an entrepreneur who secured funding through ABC’s Shark Tank.

A highly engaging and deeply knowledgeable speaker, Mike has delivered 100+ presentations on a range of topics, including startup valuation, business appraisal, risk management, intellectual property, and emerging tech valuation.

He holds an MBA from Georgetown University and a BA from Franklin & Marshall.

Mike is multilingual, speaking fluently in English, Ukrainian, Russian, and French, and is conversant in Portuguese, German, and Spanish.

He currently lives with his family in Caldas Da Rainha, Portugal, about an hour outside of Lisbon.

Website | Mike’s LinkedIn | Firm LinkedIn | YouTube | Facebook

Topics Discussed in this Episode

00:00 Introduction and Recap
00:50 Reintroducing Mike Blake, High Score Strategies
02:40 The Value of Intellectual Property in Professional Services
04:09 Monetizing Data and Information in Professional Services
10:46 Leveraging AI for Data Analysis
14:33 Challenges and Opportunities in Data Utilization
27:09 The Cost of a Conservative Mindset in Accounting
28:41 The Overwhelming Task of Data and Information Management
29:18 Leveraging AI for Competitive Advantage
32:22 Challenges and Solutions for Small Firms
40:06 Creating Value Through Structured Data
48:39 Prioritizing Data Management in Your Firm
52:19 Conclusion and Contact Information
23:19 Guidance for Business Owners
28:40 Success Stories and Impact
30:49 Conclusion and Contact Information

About The Price and Value Journey

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

The show is hosted and produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®. The show can also 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 is the host of The Price and Value Journey.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

John is the #1 national best-selling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to those clients. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset™, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

The combination of all these elements is quite different for you compared to any other service provider in your industry. Therein lies your value, but it’s not the value you see. It’s the value your best-fit customers see in you.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter

March 7, 2025 by John Ray

North Fulton Business Radio

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter

00:00 /

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter (North Fulton Business Radio, Episode 852)

In this episode of North Fulton Business Radio, host John Ray interviews Jessie Broussard, Chief Marketing Officer, and Donna Beatty, Tax Partner at Frazier & Deeter. The discussion highlights the evolution of Frazier & Deeter from a traditional accounting firm to a multifaceted advisory firm. Topics covered include the firm’s commitment to client relationships, the integration of technology like AI, and the recent rebranding efforts focused on maintaining client trust while evolving with modern times. The conversation also touches upon the importance of internal culture and recruiting in maintaining the firm’s growth and success. Listen to learn how Frazier & Deeter continues to innovate and serve their clients’ diverse needs while fostering a dynamic and supportive workplace.

Jessie Broussard, Chief Marketing Officer, Frazier & Deeter

Jessie Broussard was named Frazier & Deeter’s first Chief Marketing Officer in 2024, marking a significant milestone for the firm’s strategic growth. With more than 15 years of corporate marketing and leadership experience, she specializes in B2B marketing, advertising and sales enablement, along with a background in talent and organizational development. Her expertise spans brand development, demand generation and client engagement across professional services, technology and telecommunications sectors.

Known for leading high-performing teams, Broussard has developed marketing strategies that fuel business growth and innovation. Her leadership plays a key role in advancing Frazier & Deeter’s market presence and strengthening client relationships. A graduate of the University of Mississippi with a Bachelor of Arts in History, she has been recognized for her expertise in strategic communications and sales marketing in the B2B sector.

Donna Beatty, Tax Partner, Frazier & Deeter

Donna Beatty, a Partner in Frazier & Deeter’s Tax Practice, brings extensive professional tax and accounting expertise to the firm. Her experience includes providing comprehensive tax planning, review, advisory, and compliance services to closely held businesses, high-net-worth individuals, and professional services groups. She has significant expertise consulting with small businesses on financial software and has worked with clients across various industries, including real estate, construction, manufacturing and distribution, retail, professional services, technology, entertainment, and family-owned businesses.

Donna specializes in assisting law firms and real estate investment groups with complex tax matters. Her broad industry knowledge enables her to offer valuable insights in an evolving market. She has successfully represented clients before the Internal Revenue Service in Washington, D.C., showcasing her ability to navigate challenging tax scenarios.

A hallmark of Donna’s career is her commitment to building strong professional relationships with her clients. She thrives on understanding and meeting their needs and expectations. Before 1994, Donna served as a Principal at Frazier & Deeter before transitioning to a partner role at a small local accounting firm. She rejoined Frazier & Deeter in January 2010 to better serve her clients.

In addition to her professional accomplishments, Donna is actively involved in civic and professional organizations. She is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA), and the Atlanta Tax Forum, where she serves as a Board Member and Past President. She is also a Board Vice President for the Better Business Bureau Serving Metro Atlanta, Athens & Northeast Georgia, and a Board Member and Past Chair of the C5 Georgia Youth Foundation. Furthermore, Donna serves as a director on the board of the Community Foundation for Northeast Georgia (CFNEG), contributing to initiatives that strengthen communities through leadership and charitable giving while supporting nonprofits and fostering meaningful connections between donors and causes.

Frazier & Deeter

Frazier & Deeter, founded in 1981 by Jim Frazier and David Deeter, is a prominent accounting and advisory firm that has grown from its Atlanta roots to become one of the largest and fastest-growing firms in the United States. The founders, dissatisfied with the rigid and impersonal approach of their Big Eight firms, set out to create a company that prioritized client relationships and hired curious professionals eager to understand their clients on a deeper level.

Over the past four decades, Frazier & Deeter has attracted talent from the world’s largest accounting firms, the Public Company Accounting Oversight Board (PCAOB), and prestigious colleges. Today, it stands as a Top 50 firm with a presence in three countries, maintaining its commitment to client-centric service.

The firm’s success is attributed to its brand promise of “Investing in Relationships to Make a Difference™,” which has earned it numerous accolades. These include recognition as a Best of the Best Accounting firm, Best Firm for Women, Fastest Growing, and Best Firm to Work For.

Frazier & Deeter offers a comprehensive range of services, including tax, audit, risk advisory, digital, and business transformation solutions. Its client base spans from Fortune Global 500 companies to small businesses worldwide. The firm is registered with the Public Company Accounting Oversight Board and the American Institute of Certified Public Accountants, underscoring its commitment to maintaining high professional standards.

Website | LinkedIn |Facebook | Instagram

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:33 Meet Jessie Broussard and Donna Beatty
01:52 Frazier & Deeter: Beyond Traditional Accounting
07:16 The Role of Technology and AI
11:50 Brand Refresh and Employer Branding
24:22 Client Success Stories and Firm Growth
29:11 Closing Remarks and Contact Information

About North Fulton Business Radio and host John Ray

With over 850 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Brian Sabin with SpinnerMedia

February 28, 2025 by Tom Sheldon

Northeast Georgia Business Radio

Brian Sabin with SpinnerMedia

00:00 /

Brian Sabin – CEO, SpinnerMedia

Business owners often juggle multiple responsibilities—from managing daily operations to helping customers—leaving little time to build a strong online presence and stay ahead of the competition. Limited marketing experience and fast-changing technology only add to the challenge. SpinnerMedia makes it easier with customized marketing solutions that enhance brand identities, create user-friendly websites, and develop effective social media and advertising strategies, along with software tools to streamline business processes. Partner with SpinnerMedia to boost your digital presence, so you can spend more on what matters most: keeping your customers happy.

Our Community Partner for this episode of Northeast Georgia Business Radio is Leads Near Me. A giant thank you for their continued support. Leads Near Me, the leader in marketing for auto repair shops; making lives easier by helping great auto repair shops to connect with great customers with the greatest of ease.

Consulting in the Digital Age, with Prof. Joe O’Mahoney

February 26, 2025 by John Ray

North Fulton Studio

Consulting in the Digital Age, with Prof. Joe O'Mahoney

00:00 /

Consulting in the Digital Age, with Prof. Joe O’Mahoney (The Price and Value Journey, Episode 123)

In this episode of The Price and Value Journey, host John Ray welcomes Professor Joe O’Mahoney, a leading authority on the consulting industry. They discuss significant shifts in the consulting field, including industry growth, client sophistication, and the impact of AI on consulting processes and pricing. Joe highlights the importance of managed knowledge and systems in consulting firms and how firms can leverage AI to improve efficiency. They also touch on issues like value-based pricing, the role of luck in business success, and how consultants can build reliable, scalable models for long-term growth. Joe shares insights from his latest book, Growth: Building a Successful Consultancy in the Digital Age, making a compelling case for why modern consulting firms must embrace both digital transformation and personalized client relationships.

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

Prof. Joe O’Mahoney

Joe is a leading authority on the consulting industry and a consultant to boutiques and small consulting firms. His research on the profession has won several prestigious awards and publications and resulted in leadership of high-profile government-funded research into the profession. Joe’s textbook on management consulting, Management Consultancy (published by Oxford University Press) was the best-selling book of its kind in Europe and his academic research has been published in the top international journals. His most recent, evidence-based book on growing consulting firms in the digital age, Growth: Building a Successful Consultancy in the Digital Age (published by Routledge), is the “go-to” growth text for consulting CEOs and managing partners all over the world.

Joe also practices what he preaches: he has been a corporate consultant, an internal consultant and a solo consultant. He has spent fifteen years providing advisory services to small consulting firms on growth and, in 2007, sold his own company, StayMobile Technology Ltd. In addition to his private practice, he is the founder of Repair Café Wales CIC and Consulting Mastered Ltd.

Joe has taught and coached over 2,000 executives and MBA students about management consultancy and helped hundreds of students gain places at leading consulting firms. Joe’s work has been recognized by awards from the British Academy of Management, the Centre for Consulting Excellence, the ESRC and several university prizes.

Joe studied history at Oxford University and obtained his PhD and MSc at Warwick University. He lives within Cardiff with his wife, Hannah, and two sons.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Welcome and Introduction to Prof. Joe O’Mahoney
01:36 Big Shifts in Consulting
04:08 Myths and Outdated Beliefs in Consulting
08:03 Scaling and Growth Challenges
14:23 Managed Knowledge and Intellectual Property
19:46 Artificial Intelligence in Consulting
23:35 Implementing AI for Long-Term Success
25:25 Strategizing with AI: Efficiency vs. Personalization
26:45 Leveraging Off-the-Shelf Solutions for Process Improvement
28:20 AI’s Role in Consulting: Current Capabilities and Future Potential
30:12 The Impact of AI on Consulting Pricing Models
36:19 Building Value and Trust in Client Relationships
44:50 The Role of Luck in Consulting Success
48:34 Conclusion and Contact Information

About The Price and Value Journey

The title of this show describes the journey all professional service 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 that reflects the value we deliver.

The show is hosted and produced by John Ray and the North Fulton studio of Business RadioX®. The show can also 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 is the host of The Price and Value Journey.

In his other business, John is a podcast show host and producer and owns the North Fulton (Georgia) affiliate of Business RadioX®. John and his team work with B2B professionals to create and conduct their own podcast using The Generosity Mindset™ Method: building and deepening relationships in a non-salesy way that translates into revenue for their business.

John is also the host of North Fulton Business Radio. With over 840 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in its region like no one else.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

John is the #1 national best-selling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to those clients. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset®, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn

Katie Moore, Sonal Chandler, Diamond Ford, and Teresa Caro on Trademarks, Cybersecurity, Senior Salon Services, and Leadership (Family Business Radio, Episode 66)

Key Takeaways from This Episode

Katie Moore, Katherine Moore Law, LLC

Sonal Chandler, Minerva Consulting

Diamond Ford, Don’t Touch My Hair by Hollywood

Teresa Caro, Liminist

Anthony Chen, Host of Family Business Radio

Brand Messaging with Kerry Fennell, The Writing Barn (North Fulton Business Radio, Episode 869)

Kerry Fennell, The Writing Barn

Topics Discussed in this Episode

About North Fulton Business Radio and host John Ray

The Invisible Value of What Never Happens, with Benny Carreon, Velocity Technology Group (The Price and Value Journey, Episode 131)

Benny Carreon, Velocity Technology Group

Topics Discussed in this Episode

About The Price and Value Journey Podcast

John Ray, Host of The Price and Value Journey

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

Connect with John Ray:

Marketing Insights for Small Business, with Darrell Noe, Seventy Seven Collective (North Fulton Business Radio, Episode 865)

Darrell Noe, Seventy Seven Collective

Topics Discussed in this Episode

About North Fulton Business Radio and host John Ray

The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik (The Exit Exchange, Episode 22)

Gerardo Kerik

Topics Discussed in this Episode

The Exit Planning Exchange Atlanta

Monetizing Your Firm’s Hidden IP with AI, with Mike Blake, High Score Strategies (The Price and Value Journey, Episode 124)

Mike Blake, High Score Strategies

Topics Discussed in this Episode

About The Price and Value Journey

John Ray, Host of The Price and Value Journey

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

Connect with John Ray:

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter (North Fulton Business Radio, Episode 852)

Jessie Broussard, Chief Marketing Officer, Frazier & Deeter

Donna Beatty, Tax Partner, Frazier & Deeter

Frazier & Deeter

Topics Discussed in this Episode

About North Fulton Business Radio and host John Ray

Consulting in the Digital Age, with Prof. Joe O’Mahoney (The Price and Value Journey, Episode 123)

Prof. Joe O’Mahoney

Topics Discussed in this Episode

About The Price and Value Journey

John Ray, Host of The Price and Value Journey

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

Connect with John Ray:

Our Mission

Sponsor a Show

Partner With Us

Connect with us