Anthony Chen Archives - Page 3 of 13

Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates

December 3, 2024 by John Ray

Family Business Radio

Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates

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Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates (Family Business Radio, Episode 59)

In this episode of Family Business Radio, host Anthony Chen explores the journeys and insights of two dynamic guests. First, Jill Heineck from Heineck & Company shares her extensive experience in the real estate industry, focusing on relocation services for high-profile clients and adaptations post-COVID. Jill highlights the importance of understanding and leveraging relocation benefits for both employees and employers. She also underscores the value of setting boundaries in business. Then, Brandi Rhodes, owner of Naked Mind Yoga + Pilates, discusses her transition from professional figure skating and professional wrestling to running her own wellness studio. She shares anecdotes about the physical and mental benefits of yoga and Pilates and offers advice on navigating entrepreneurship and maintaining balance.

Anthony concludes the show with a thoughtful reflection on meaningful advice received from mentors, underscoring the value of emotional intelligence and flexibility in personal and professional life.

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®.

Jill Heineck, Heineck & Company

With 25 years in Atlanta real estate, Ms. Heineck is a Certified Divorce Real Estate Expert (CDRE™) specializing in the sale of real property in family law cases. Ms. Heineck received her certification as a Divorce Real Estate Expert from the Ilumni Institute. Ms. Heineck offers her objective and neutral expert opinion in low- and high-conflict divorce matters involving real property.

Her extensive experience works seamlessly across all of her disciplines, including corporate relocation, sports and entertainment, and divorce listings. Working with Atlanta area sellers, Ms. Heineck is known for her in-depth discovery with each client in order to deliver at a high level, whether it be selling a condo, bungalow or multimillion-dollar estate. Working with Atlanta area buyers, Ms. Heineck seeks first to understand lifestyle requirements in order to craft strategic and winning offers.

Her relationship-based philosophy, deep understanding of the local market, and comprehensive knowledge of real estate and its nuances combined with her steadfast dedication to providing the necessary tools to make educated and informed decisions has created a strong and lasting network of loyal clients and trusted advisors.

Website | LinkedIn | Instagram | Facebook

Brandi Rhodes

Brandi Rhodes is an RYT 200-hour yoga teacher and a certified mat and reformer pilates instructor. Most people know her from her time as a professional wrestler and announcer in WWE and AEW. A lifelong athlete, Brandi began figure skating at the age of 4 and enjoyed a successful 17-year competitive career.

She then moved on to a demanding 10-year career in the professional wrestling industry. She’s the wife of The American Nightmare Cody Rhodes and the daughter-in-law of the late WWE Hall of Famer Dusty Rhodes.

Brandi has taken everything she’s learned from a lifetime of sports, fitness and performance to create a place that caters to people in all stages of their fitness journeys. From beginners to seasoned athletes, she looks to work with anyone with a slight curiosity to a burning passion for yoga and/or pilates and aims to help them meet and surpass their personal wellness goals.

Instagram | X (Twitter)

Naked Mind Yoga + Pilates

Naked Mind Yoga + Pilates is a studio in Roswell offering all types of yoga, both heated and non-heated, and reformer Pilates under one roof and one membership. Naked Mind also offers childcare, something that no other studio in the area offers. Naked Mind has won 3 awards since its opening less than a year ago and continues to climb in popularity.

Website | Instagram | X (Twitter)

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:37 Jill Heineck’s Journey in Real Estate
02:54 Challenges and Trends in Relocation
03:58 Advice for Business Owners and Employees
08:59 Memorable Relocation Cases
14:25 Brandi Rhodes’ Yoga and Pilates Journey
21:33 Unexpected Membership Delight
22:17 Challenges of Figure Skating and Wrestling
24:04 Building a Yoga and Pilates Studio
25:35 Debunking Yoga Stereotypes
28:41 The Benefits of Yoga and Pilates
31:27 From Figure Skating to Wrestling
35:13 Advice for the Younger Generation
40:15 Closing Remarks and Anthony’s Commentary

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.

The complete show archive of Family Business Radio can be found by following this link.

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

November 4, 2024 by John Ray

Family Business Radio

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

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Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen discusses the meaning behind the dollars.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

Anthony Chen: So to close out for a little section called the Anthony’s Financial Take, as you’re all listening in to our three amazing guests of leaning into family and relationships. Starting out early and leaning into what gives your hands blisters, whether that’s a hobby or whatever it is that you’re willing to pour your life and soul into, I don’t think, at least on the financial side of things, I can really top any of that other than as you’re going through your own financial plan and journey. Keep those three things in mind because, at the end of the day, something I might sound like a preacher for some of my clients that know me already is that you can’t take it with you. You just can’t.

You’ve got to make sure that there is meaning behind those dollars. And at the end of the day, if you can spend every penny, but you have an amazing memory and experience that you can get to share with your friends and family, it’s hard to top that. That should be the number one goal.

And that being said, for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

October 17, 2024 by John Ray

Family Business Radio

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

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Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law (Family Business Radio, Episode 58)

This episode of Family Business Radio with host Anthony Chen features a series of insightful discussions with three distinguished guests, Lisa Sretenovic from Visionating, Mike Kintz of Wingman Payments, and Shawn Choi from Chastain Injury Law. Lisa talks about navigating a virtual business pre- and post-pandemic, setting work-life boundaries, and offering business coaching and consulting services. Mike explains how Wingman Payments provides streamlined payment solutions with specialized services tailored to various business needs. Additionally, Shawn shares his journey from a defense attorney to a personal injury advocate, emphasizing his unique approach to legal cases. The episode also includes reflections from Anthony Chen on building meaningful client relationships and integrating collaborative lessons into financial planning.

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®.

Lisa Sretenovic, Visionating LLC

Lisa Sretenovic, CPA, has been empowering entrepreneurs to create a thriving business while focusing on their families for more than 30 years.

As The Velocity Detective, Lisa passionately brings financial literacy to both Wall Street and Main Street. She is a speaker, author, coach, & volunteer with organizations such as SCORE, Texas Accountants & Lawyers for the Arts, and TXCPA. Along with being a leader in the nationally recognized mastermind group Coach Connections, LLC.

When businesses become more in line with their values and vision, they accelerate their impact and discover their missing velocity, resulting in a positive influence in their greater community.

Lisa lives in Austin, TX, with her husband, Milan (The Vibration Chef & music producer).

Website | LinkedIn | Facebook | Instagram | X (Twitter)

Mike Kintz, Wingman Payments

Mike Kintz is the President of Wingman Payments.

Wingman Payments is a trusted provider of merchant services and payment solutions for businesses nationwide, delivering cutting-edge technology and exceptional support to help businesses streamline their payment processes. Wingman Payments offers a wide range of services, including credit card payment processing, fully integrated point-of-sale (POS) systems, and compliance management with PCI-DSS standards.

The company is committed to transparency, providing straightforward pricing without hidden fees, and a concierge-level of service that ensures businesses receive personalized support at every stage of their growth. Wingman Payments specializes in helping businesses reduce their payment processing expenses through innovative solutions like cash discount programs and dual pricing, which are designed to enhance operational efficiency and boost revenues.

As a merchant services broker for top brands like Dejavoo, Lavu, FRI, and National Retail Solutions, to name a few, Wingman Payments equips businesses with the technology they need to thrive in today’s competitive market. Whether working with retail, restaurants, or service-based businesses, Wingman Payments stands out for its dedication to building long-term partnerships, offering tailored solutions, and ensuring that its clients stay ahead of the evolving payment landscape.

Wingman Payments is the go-to partner for businesses looking to enhance their customer experience, optimize operations, and maintain compliance with the most recent industry standards because of its mission to simplify payment processing and offer exceptional service.

Website | Mike’s LinkedIn | Company LinkedIn | Facebook | X (Twitter)

Shawn Choi, Founder and Managing Attorney, Chastain Injury Law

Shawn Choi, Chastain Injury Law, on Family Business Radio with host Anthony Chen — **Shawn Choi, Chastain Injury Law**

Shawn Choi is the founder of the Atlanta, Georgia-based Chastain Injury Law, which specializes in personal injury law. The firm specializes in representing clients who have suffered injuries due to negligence, focusing on areas such as car accidents, truck accidents, motorcycle accidents, and premises liability. Committed to a client-centered approach, Chastain Injury Law offers free consultations and operates on a contingency fee basis, ensuring that clients receive quality legal representation without upfront costs.

With extensive experience in personal injury law, Shawn and his team are dedicated to securing fair compensation for their clients. They leverage their knowledge of Georgia’s legal landscape to effectively negotiate with insurance companies and litigate cases when necessary. The firm emphasizes personalized attention, tailoring strategies to meet the unique needs of each client, and strives to empower individuals navigating the complexities of the legal system following an injury.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:40 Meet Lisa Sretenovic: The Velocity Detective
02:12 Visionating During COVID: Challenges and Adaptations
04:23 The Untethered Entrepreneur: Balancing Work and Travel
10:59 Group Coaching and Consulting Services
16:43 Introducing Mike Kintz and Wingman Payments
20:10 Understanding Merchant Services and PCI Compliance
25:37 Understanding Client Concerns
25:45 Dedicated Relationship Managers
27:04 Innovative Payment Technologies
28:35 Point of Sale and Scheduling Solutions
30:08 Loyalty Programs for Small Businesses
31:24 Client Success Stories
33:28 Introducing Shawn Choi
33:41 The Journey into Injury Law
34:54 Challenges and Nuances in Injury Cases
48:00 Advice for Aspiring Entrepreneurs

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

August 5, 2024 by John Ray

Family Business Radio

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

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Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses smart risk taking for major financial decisions.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

Anthony Chen: Now, for closing out the show, here’s a little bit of called Anthony’s Financial Take. From today’s show of themes all about building values, sticking true to your values, and standing behind your professionalism and workmanship.

So the financial take for today is as you’re going through your journey, whether it’s taking that potential risk of, should I start my own business? How’s that going to look like for me financially? Should I stay in my quote unquote, safe or conservative nine to five job? That’s really something that only you would be able to find the right answers to, but instead of sticking kind of what Chris mentioned, Going analysis by paralysis, or I think the other way around, I’m also very much guilty of that, where I just have spreadsheets on spreadsheets.

And so you know what? Why don’t you just take Michael’s advice here and just do enough due diligence where I know I’m not jumping off a cliff and that I’m going with a glider or a parachute. Make smart risk taking decisions and don’t think that you know it all. Reach out to people, reach out to other professionals.

And as Chris mentioned in terms of his example, as he’s interviewing other roofing companies, also look at their end product. So in your situation, when you’re looking to establishing your own financial future, establishing your own business, Look upon your peers. They’re not just competition because we’ve all been through this.

We’ve gone through the growing pains and more likely than not the business community is pretty friendly. Say, Hey, I went through this. You don’t need to reinvent the wheel here. Here’s the things that you should avoid because I went through that. So reach out to your peers, find some mentors, connect with them.

And really that’s all I’ve got. And thank you for listening to “Family Business Radio.”

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Michael Miller, Embassy National Bank; Adam Sims, Freedom Fencing of Georgia; and Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists

July 18, 2024 by John Ray

Embassy National Bank, Freedom Fencing of Georgia, The Odd Couple Roofing Specialists

Family Business Radio

Michael Miller, Embassy National Bank; Adam Sims, Freedom Fencing of Georgia; and Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists

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Michael Miller, Embassy National Bank; Adam Sims, Freedom Fencing of Georgia; and Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists (Family Business Radio, Episode 57)

Four distinguished guests share their professional journeys and insights into their respective fields on this episode of Family Business Radio with host Anthony Chen. Michael Miller, known as “the Bowtie Banker,” discusses his commitment to supporting small businesses with personalized banking services. Adam Sims from Freedom Fencing of Georgia explains the advantages of no-dig fencing technology. Chris and Terry from Emergency Roofing Solutions narrate their paths into roofing and emphasize the importance of transparency and ethics. Each guest offers valuable advice for aspiring entrepreneurs, stressing the importance of taking informed risks, embracing change, maintaining strong values, and seeking mentorship.

Anthony closed the show with a commentary on reaching out to learn from the experiences of others as you open and manage your business.

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®.

Michael Miller, Embassy National Bank

As a Commercial/SBA Loan Officer and Portfolio Manager of Embassy National Bank, Michael is responsible for working with business owners not only on their lending needs but on their entire banking relationship. Known as “the Bowtie Banker,” Michael prides himself on personal service and responsiveness.

Prior to joining Embassy National Bank, Michael had worked with other financial institutions in the South and Midwest. His background has included commercial lending, special assets, risk management, loan documentation, fraud detection, & collections. Michael has over 30 years of experience in the banking industry.

Michael is a graduate of Washburn University with a Bachelor of Business Administration degree.

Michael’s LinkedIn | Website | LinkedIn | Facebook | X (Twitter)

Adam Sims, Freedom Fencing of Georgia

Adam Sims is the Owner of Freedom Fencing of Georgia. Freedom Fencing of Georgia is a leading fence and deck installation and repair company serving the North Metro Atlanta area. They specialize in providing quality fences built by skilled craftsmen, with a focus on serving the local community and public safety needs. The company stands out for its innovative No-Dig Fence Solution, which results in stronger, longer-lasting fences with less mess and the ability to install in tighter spaces compared to traditional methods.

Demonstrating their commitment to quality and customer satisfaction, Freedom Fencing of Georgia offers a lifetime craftsmanship warranty on their work. They provide a diverse range of fencing options to suit various needs and preferences. These include aluminum No-Dig fences, which are low maintenance and popular for pool fences; wood No-Dig fences, a traditional option with steel posts for durability and various design choices; and vinyl No-Dig fences, a maintenance-free option with multiple color choices and privacy fence panels.

The company prides itself on advancing the fencing industry by providing innovative solutions and high-value services to their clients. Positive client testimonials from various Georgia locations serve as proof of their emphasis on craftsmanship and commitment to customer satisfaction. With their focus on innovation, quality, and customer service, Freedom Fencing of Georgia has established itself as a trusted name in the fencing and deck industry in the region.

Website | Facebook

Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists

The Odd Couple Roofing Specialists originated from an unexpected alliance between Christopher and Terry. Christopher, the roofing expert, initially connected with Terry as a client seeking roof replacement services. What started as a professional transaction quickly evolved into a friendship built on mutual trust and satisfaction. Terry, having experienced firsthand the exceptional quality of Christopher’s work, not only got a new roof but also became a passionate advocate for his services.

Recognizing the potential of their combined strengths, Christopher and Terry decided to form a partnership. Terry’s business insights and Christopher’s roofing skills proved to be a winning combination, leading to the establishment of The Odd Couple Roofing Specialists.

This unique collaboration embodies the fusion of technical expertise and strategic business acumen, setting them apart in the roofing industry.

Website | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:38 Meet “the Bowtie Banker,” Michael Miller
01:30 The Personal Touch in Banking
03:21 Long-Term Relationships and Business Banking
11:42 Introducing Adam Sims and Freedom Fencing
12:46 The No-Dig Fencing Revolution
14:47 Quality and Longevity in Fencing Materials
19:45 Client Stories and Practical Applications
28:41 Chris’s Journey from Marketing to Roofing
31:27 Terry’s Unexpected Path to Roofing
34:52 Building Trust and Community in Roofing
38:41 Key Questions for Choosing a Roofer
41:24 Understanding Roofing Materials
44:08 Signs Your Roof Needs Attention
48:10 Advice for Aspiring Entrepreneurs
53:36 Final Thoughts and Contact Information

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

The complete show archive of Family Business Radio can be found by following this link.

What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

May 6, 2024 by John Ray

Family Business Radio

What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

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What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses a question you should ask yourself as you ponder your financial future: What is a life fully lived?

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen

May 2, 2024 by John Ray

Maria Forbes and Anthony Chen, XPX Atlanta, elevating exit planning

North Fulton Studio

Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen

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Elevating Exit Planning and XPX Atlanta, with XPX Atlanta President Maria Forbes and President-Elect Anthony Chen (The Exit Exchange, Episode 17)

On this episode of The Exit Exchange, host John Ray welcomes Maria Forbes, President of XPX Atlanta, and Anthony Chen, President-elect. They discuss the formation of XPX Atlanta chapter in 2018 as part of the global Exit Planning Exchange based in Boston, highlighting its mission of innovating and elevating exit planning services in Atlanta. The organization attracts a diverse range of professionals who seek to work collaboratively to improve business owners’ exit strategies. They emphasize the essential need for interdisciplinary cooperation among professionals to successfully plan and execute business exits, focusing on low- to mid-market, privately held businesses. The episode also covers the evolution of XPX Atlanta over the years, its shift towards member-led initiatives, and upcoming events such as mastermind groups and a major conference in November. The discussion underscores the importance of early and strategic planning for business exits and the role of XPX Atlanta in facilitating this through collaboration, education, and promoting long-term thinking among professionals.

The host of The Exit Exchange is John Ray, and the show is produced by John Ray and the North Fulton studio of Business RadioX®. John Ray and Business RadioX are Gold Sponsors of XPX Atlanta.

Maria Forbes, President, XPX Atlanta

Maria is the President of XPX Atlanta and was a founding board member of the chapter.

In her professional practice, Maria Forbes is the Founder and President of FIREPOWER Business Catalyst, LLC. Maria’s thirty-year consulting career serves privately held business owners in financial services and related fields across the U.S. Our mission is to integrate financial capital with human capital in planning for organizational growth and continuity. Maria’s work frames the long-term trajectory of business growth and succession through people-powered structures that enable an ongoing positive impact of talent through all business life cycles.

Maria and her teams provide expertise in expanding internal capacity through creative alignment of human values, making it possible for owners and key decision-makers to lead both their people and their businesses confidently toward the future. As a committed strategic partner to her clients, Maria makes visible the arrangement of human strengths as part of an innovative business strategy. This work optimizes organizational performance and builds transferable value as owners look toward a role transition and business succession.

Maria conducts a summer mentor program for college graduates and seasoned professionals who are navigating career transitions. The mentor process develops personal advantage in the career marketplace and fosters confidence in communicating the best roles for a successful new career.

Maria is a Kolbe Certified Consultant, Faculty member of The Life Transitions University™, mentor, and member of the Catholic Charities Atlanta Georgia Leadership Program.

Anthony Chen, President-Elect, XPX Atlanta

Anthony Chen, Lighthouse Financial, and host of Family Business Radio — **Anthony Chen**

Anthony Chen is the President-Elect of XPX Atlanta. He will begin his term as President of the chapter in January 2025.

In his professional practice, Anthony is a financial advisor with Lighthouse Financial. He is also the host of Family Business Radio.

In his spare time, Anthony is an avid long-distance runner.

Topics Discussed in this Episode

00:00 Welcome to the Exit Exchange: Introducing XPX Atlanta
01:11 The Mission and Vision of XPX Atlanta
02:39 Addressing the Core Needs of Business Owners
04:44 The Importance of a Multidisciplinary Approach
12:07 The Evolution and Growth of XPX Atlanta
14:48 Member-Led Initiatives and Future Directions
22:52 Maximizing Member Engagement and Utilizing Resources
25:44 Reviving the Exit Exchange Show: A New Focus
28:31 Joining and Benefiting from XPX Atlanta

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. Our 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. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

The Exit Exchange is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com.

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

Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor

April 15, 2024 by John Ray

Family Business Radio

Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor

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Alissa Bickar, The Consultress, and Karen Bershad, The Small Business Advisor (Family Business Radio, Episode 56)

Anthony Chen, the host of Family Business Radio, offers two guests in this episode who focus on the journeys and tactics of family businesses and real estate investors. Guest Alissa Bickar, known as “The Consultress,” shares her family-rooted background in business and real estate, emphasizing the importance of personal passion in entrepreneurship and the diverse options in real estate investment beyond common perceptions. The discussion delves into the significance of understanding one’s goals, risk tolerance, and leveraging professional relationships for success in real estate. Karen Bershad, The Small Business Advisor, provides insights into managing finances for success in real estate, highlighting the value of strategic planning, cash flow management, and the concept of becoming one’s own bank to achieve financial goals. Both guests share personal definitions of success and valuable business advice, offering listeners practical strategies for achieving their entrepreneurial and investment ambitions.

Anthony closed the show with a commentary on how to define a life fully lived.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Alissa Bickar, The Consultress

Alissa Bickar is a diagnostic consultant and coach who uses business acumen and laser-sharp intuition to assess, diagnose, and develop solutions so that businesses can truly work smarter, not harder.

She uses her natural creative talents to create innovative solutions for growing businesses to become more effective, efficient and sustainable. With 20+ years of experience in business ranging from family-owned to corporate, Alissa has gleaned wisdom from every level of organization. In her own consultancy, she has successfully trained entrepreneurs and founders to see business in a more collaborative fashion and deliver extraordinary experiences at every level of the organization.

She has a passion for innovation and out-of-the-box methodologies so that her clients can become unforgettably distinct in the marketplace, and so that business development becomes effortless: returning more results in less time.

Website | LinkedIn | Facebook | Instagram

Karen Bershad, The Small Business Advisor

The Small Business Advisor is your business cash flow and advisory bookkeeping expert. The SBA empowers small business owners with cash flow analysis and expert bookkeeping for profitable financial management. They use specialized tools, analysis, insight and systematic systems to guide their clients to reach their goals. The SBA has worked with varied industries but has had a market niche in the real estate investor industry for many years.

The Small Business Advisor is a 28-year-old Certified Profit First advisory and bookkeeping firm. The landscape of the accounting industry is quickly changing, and their firm has been changing with the times very purposefully over the last 6 years.

Entrepreneurs are becoming savvier and want to be better at running their businesses while also understanding the numbers. They want to understand why the income statement tells them they had a $30,000 profit this month, but the bank only has $1000. “Where’s the Money?”

While taking another advisory course, Karen was introduced to Profit First. She was immediately drawn into the program and knew this was the next step to creating the value her clients needed and the tools to show them where the money is (or went) using the “cash management system” that she was looking for.

Today, The Small Business Advisor has the tools and knowledge to share with their clients and provides a service most CPAs, bookkeepers, and coaches don’t provide. They are different because we are not just number crunchers; we are in the trenches with the client to show/teach them that they don’t come last in their businesses, but they come “first” because they took the risk, the frustrations, and the sleepless nights.

Website | Facebook | Twitter | LinkedIn | Karen’s LinkedIn

Topics Discussed in this Episode

00:00 Welcome to Family Business Radio: Showcasing Family Businesses
00:39 The Consultress: Alissa Bickar’s Journey into Business and Real Estate
02:44 Diving Deep into Real Estate Investment Strategies with Alissa Bickar
23:54 Karen Bershad: The Small Business Advisor on Financial Management
43:35 Defining Success and Valuable Business Advice
47:55 Anthony’s Financial Take: Defining Success and a Life Fully Lived

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Don’t Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

April 8, 2024 by John Ray

Anthony Chen, Lighthouse Financial, Don't Be Afraid to Ask for Help

Family Business Radio

Don't Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

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Don’t Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses why it’s vital to not be afraid to ask for help as you plan your financial journey.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.