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J.D. Mealor – SVP Regions Bank: Navigating Uncertainty: Harnessing the Power of the Roundtable for Business Success

November 12, 2023 by Rose

North Georgia Business Radio
North Georgia Business Radio
J.D. Mealor - SVP Regions Bank: Navigating Uncertainty: Harnessing the Power of the Roundtable for Business Success
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This episode of North GA Business Radio is dedicated to our Veterans who have served and continue to serve this great nation of ours! We THANK YOU for your selfless service!

Wars are won by an abundance of counselors. Proverbs 24:6

Business owners and executives, here’s a question to ponder! Who, other than yourself, is looking out for you and your business?

We all need counselors — especially when you are a business owner. For instance, every business needs an outstanding accountant, excellent legal counsel, marketing magicians, sales specialists, and bankers — just to name a few! So, how do we keep them all on the same page and working together for our business’s betterment and smooth operation?

J.D. Mealor joins host Phil Bonelli today for another great conversation about making business work BETTER, especially in these turbulent times, and how gathering everyone for a “Roundtable Advisory and Consulting Meeting” makes all the difference.

HINT: The winds of change are blowing hard and fast. The advice dropped in this show could literally help change how well your business performs in 2024 and beyond!

 

Key Take Aways:

  • Discover the power of a Roundtable Advisory meeting to accelerate your business success.
  • Unlock the benefits of a roundtable approach and tap into valuable insights for growth.
  • Learn how to coordinate your advisors effectively to drive your business forward.
  • Navigate economic challenges with expert advice and make informed decisions for your business.
  • Harness the power of the roundtable to gain a competitive edge and fuel your business growth.

 

Action Items:

  • Consider creating a roundtable advisory meeting for your business by gathering all your advisors, including your accountant, attorney, banker, insurance person, and marketing advisor, to discuss your business goals and strategies.
  • Place a picture of your logo in front of everyone at the roundtable meeting to keep the focus on YOUR business.
  • Ensure there are no assumptions at the roundtable by clearly communicating your expectations and goals to all advisors.
  • Have your CPA and banker work together to align financial and tax strategies to maximize your business’s financial performance and loan opportunities.
  • Include a CFO on staff or external to drive the conversation and ensure accountability at the roundtable meetings.
  • Discuss long-term plans for your business, such as exit strategies, succession planning, or buy-sell agreements, with your roundtable advisors to ensure all aspects are considered and coordinated.
  • Consider paying your advisors for their time to attend roundtable meetings, as it can provide valuable insights and collaboration.

 

Connect with Phil Bonelli:

https://www.facebook.com/Hopewell-Farms-GA-105614501707618/

https://www.instagram.com/hopewellfarmsga/

https://www.hopewellfarmsga.com/

Connect with Beau Henderson:

https://RichLifeAdvisors.com

https://www.facebook.com/RichLifeAdvisors

https://www.facebook.com/NorthGARadioX

Tagged With: beau henderson, business growth, business growth strategy, Hopewell Farms GA, jd mealor, phil bonelli, regions bank, RichLife Advisors, Roundtable Advisory

Steve Fisher, Strategy Partners Group

September 25, 2023 by John Ray

Strategy Partners Group
North Fulton Business Radio
Steve Fisher, Strategy Partners Group
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Strategy Partners Group

Steve Fisher, Strategy Partners Group (North Fulton Business Radio, Episode 699)

Steve Fisher, one of the founding partners of Strategy Partners Group, joined host John Ray to discuss the work of SPG. Steve discussed the revenue “stalls” that many businesses face, structured growth plans, why it’s hard to delegate, how SPG serves its clients, success stories, and much more.

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

Strategy Partners Group

Strategy Partners Group has built a team of cross discipline experts who work as an expert team to provide integrated strategic support services to their clients. By leveraging their complimentary skillsets, their teams provide each client with the exact expert skill set needed for their unique needs.

Imagine having access to seasoned business owners and veteran consultants who have all been where you are today. With a laser focus on creating and sustaining enterprise value, Strategy Partners Group teams with C-suite’s to design and support strategic value enhancing initiatives throughout your organization. Let SPG create a plan to generate more revenue, profit, and long-term value. Schedule your call today.

Company website | LinkedIn

Steve Fisher, Partner, Strategy Partners Group

Steve Fisher, Partner, Strategy Partners Group

Steve Fisher is one of the founding partners of Strategy Partners Group established in 2020. He joins other executive level, seasoned corporate leaders to provide a single source of agile, accelerated and scalable solutions to business owners, C-suites and capital providers. Steve, along with a team of finance and operational experts and industry specific partners, strategically helps accomplish client goals and improve overall business performance.

By combining and leveraging experiences and resources, Strategy Partners Group specifically addresses and overcomes obstacles to help clients achieve their desired outcomes. Steve is a highly experienced and skilled strategist with a diverse background in leadership, finance, consulting and executive management.

He has a track record of helping corporate clients focus on customer service and maximizing long-term shareholder value. His capabilities encompass a wide range of financial and operational areas, including business integration, structured growth plans, financial analysis and modeling, financial regulatory compliance, risk management, business exit strategy, procedural policy streamlining, operational procedures development and implementing monitoring and accountability systems. Steve has years of experience dealing with complex financial conversations and distilling them down into common words, so everyone involved in the decision-making understands what is being presented.

In addition to using his knowledge and skill with clients, he has been privileged to collaborate with training professionals to co-develop and present curriculum entitled “Finance for Everyone.” Steve served as a subject matter expert for Panasonic’s Executive Training program. He also served as a speaker for Human Resource and Management Professionals from a variety of companies at Emory University’s Continuing Education Division.

Steve’s notable achievement includes serving as the Chief Financial Officer (CFO) of JP Turner and Company throughout its entire life cycle, from 1997 to 2016. During his tenure, he played a crucial role in the firm’s growth from a startup to an enterprise generating over $90 million in annual revenues. Under his guidance, JP Turner expanded its reach from a small regional operation to a successful nationwide organization with multiple offices and advisors.

Before joining JP Turner, Steve worked as a management consultant, providing his expertise to clients in various industries across North America, including transportation, manufacturing, and commercial services. This experience allowed him to develop a keen ability to identify root causes of problems and deliver customized solutions to his clients. Steve’s background also includes a strong understanding of financial and service industries, franchise business models, and managing rapid expansion.

He holds a Bachelor of Science degree in Industrial Engineering and Operations Research from Virginia Tech. He has held Series 27, Series 7, and Series 63 licenses. With his vast experience and knowledge, coupled with the experience and resources of Strategy Partners Group, Steve continues to expertly deliver measurable results to clients, enabling them to stay focused on their core business functions and achieve their goals.

LinkedIn

Questions and Topics in this Interview:

  • How to get your company to break through to the next revenue level
  • Developing and implementing “Structured Growth Plans”
  • Why is it so hard for business owners to delegate successfully?
  • The importance of Board of Director development
  • Pitfalls surrounding post-merger integration

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: business growth, entreprenuers, John Ray, Mergers and Acquisitions, North Fulton Business Radio, Office Angels, renasant bank, revenue, SPG, Steve Fisher, Strategic Growth, Strategy Partners Group

What’s Your Number? E141

February 9, 2023 by Karen

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Phoenix Business Radio
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What’s Your Number? E141

Eric Crews joined Tycoons to talk about what is important about the journey of growing your business all the way to retirement. One of the biggest things he recommends is that you know your number. What number are you aiming for to grow your business and eventually retire?

Tune in to hear Eric talk about how his love of endurance sports has helped him in his business journey and his philosophies on what is most important when growing your business. Learn more about Eric at crewsandco.com or find him on LinkedIn.

Crews-and-co-logo

Crews & co. is a management consulting firm helping ready-to-scale, seven-figure businesses achieve their first $10M, $20M, or $50M year. Using the Growth Method, their proprietary business operating system, they help companies increase their revenue, profitability, and salable asset value.

Through in-house resources and a curated partner network, they also offer entrepreneurs everything they need to grow their business: finance services, recruiting, HR, marketing, wealth management, M&A, and more.

Eric-Crews-Tycoons-of-Small-BizAs Founder and CEO of Crews & co., Eric Crews is passionate about helping businesses grow. Eric has guided 100+ organizations to increased and sustainable profitability while simultaneously optimizing their operations and instituting elevated quality of life for their leadership teams.

Working in industries such as technology, finance, marketing, manufacturing, education, and construction, he has helped convert many unorganized, underperforming ventures into streamlined, revenue-generating enterprises.

Building on decades of successful entrepreneurship and eight years as a Certified EOS Implementer® with over 1000 session days, Eric led Crews & co.’s 2021 launch of the Growth Method℠, a proprietary business operating system designed to propel companies to increased revenue, profit, and salable value.

Eric is also the Co-Founder and CEO of CE Painting, one of the largest commercial painting businesses in New England. Both CE Painting and Crews & co. have been honorees on the Inc.com list of 5000 fastest-growing businesses.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

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

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

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

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

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

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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

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

Connect with Landon on LinkedIn.

Tagged With: business coach, business growth, executive coaching, management consulting

Eric Whitmoyer with My Biz Coaches and Jim Wilkerson with Wilkerson Consulting

September 15, 2022 by Karen

Eric-Whitmoyer-with-MyBiz-Coaches-and-Jim-Wilkerson-with-Wilkerson-Consulting-feature
Phoenix Business Radio
Eric Whitmoyer with My Biz Coaches and Jim Wilkerson with Wilkerson Consulting
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Eric Whitmoyer with My Biz Coaches and Jim Wilkerson with Wilkerson Consulting

MBCs-Royal

My Biz Coaches is a business consulting firm that takes a personalized approach to help our clients achieve their goals. We specialize in sales and marketing, operations, finance, and leadership and personal development.

Our team of experienced consultants provides practical solutions that get results. We understand that business owners need a sounding board to help them navigate the ever-changing landscape of business. Let My Biz Coaches be your guide to success!

At My Biz Coaches, we have garnered the knowledge and experience of many successful business people, captured their best insights and knowledge, and provided this information to our clients to help them build, re-build, scale, acquire and even sell their businesses.

Eric-WhitmoyerEric Whitmoyer is a highly accomplished “no-nonsense” executive, speaker, author, & business coach. He is an entrepreneur who has owned over a dozen different businesses and spent 20 years as an executive leader of two $100 million companies and been responsible for generating over $1.6 billion in sales during that time.

After working his way up the corporate ladder to become an executive at two $100 million companies and achieving exceptional results in sales and operations along the way, as well as starting or acquiring more than a dozen businesses of his own, Eric decided to start coaching others on what he had learned.

Eric leverages his skills and experience to lead companies to peak success. Among his many achievements, Eric is recognized as an Advanced Certified Trainer in the Success Principles, a certified instructor of the Barrett Values Centre, has certifications in multiple Sales and Leadership programs, and has authored books on Goal Setting, Time Management, & Business.

Despite his professional success, Eric is most proud of his role as a husband, father, and grandfather. Eric was also a Professional Kickboxer and held the US Light-Heavyweight title from 94 to 96. He is an avid weight lifter, strength competitor, and fitness enthusiast. A die-hard Pittsburgh Steelers fan and served in the US Army National Guard from 1989 till 1996.

Connect with Eric on LinkedIn and follow My Biz Coaches on Facebook, Twitter and Instagram.

Jim-WilkersonJim Wilkerson, Founder of Wilkerson Consulting, is a third generation Phoenix native who has a background based in financial services and education.

Jim has a 34 year tenure providing financial services and consulting to fortune 500 corporations, utilities, municipalities and business owners. These services include financial forecasting, business finance, corporate cash management, pension plan and 401-K investment management.

Jim has also worked with local businesses to scale and grow their operations through marketing and sales programs designed to get the business ready for sale, and implementing existing ownership exit strategies.

Jim has worked in the non-profit world succesfully designing and implementing donor engagement programs such as planned giving and traditional fundraising for Habitat For Humanity Central Arizona Chapter, and holds the American Fundraising Professional Certification.

Jim is married to his college sweetheart for over 42 years and has two lovely, successful daughters and 3 grandchildren. He attended Northern Arizona University on a full ride track scholarship setting both the school and conference records in the pole vault.

Post college, he worked his way into the world class vaulting arena where he eventually was invited to attend the 1980 Olynpic Trials.

Connect with Jim on LinkedIn and Facebook.

Tagged With: business coaching, business consulting, business growth, marketing, Sales

Good Habits Drive Results E84

December 16, 2021 by Karen

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Phoenix Business Radio
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Good Habits Drive Results E84

Karl Maier joined Landon on Tycoons and opened up about the successes and failures of small business ownership. He was able to track areas that brought businesses the most success and used that knowledge to start Abunden.

People are the key to quality and business growth and people need to effectively communicate and work together. Abunden provides the system and tools to build that structure to support communication, delegation and business growth. As Karl says, “good habits drive good results.” Abunden-logo-fullColor-rgb1200

Abunden provides easy-to-use software tools that helps business advisors guide their clients to grow rapidly.

The Abunden Tools are designed specifically for entrepreneurial companies with between 10 and 100 people. These companies traditionally see their growth stall because they have difficulty delegating tasks.

The Abunden Tools provide an integrated set of tools that provide the infrastructure which makes it safe to delegate.

Karl-Maier-Tycoons-of-Small-Biz1Karl Maier founded Abunden, his third software company, to help internal and external business advisors be even more effective in helping their clients grow and succeed.

In his various roles over the past three decades, he has been part of the leadership team in five established companies that have at least doubled sales in two years.

Leveraging his successes, Karl developed the Abunden Framework© and led the development of the practical management tools in the Abunden Tools App. These online SaaS (Software as a Service) tools build the management structure for companies to grow and succeed.

Karl received both his MBA and BA from Rice University in Houston. He has been the chairperson for the Rice University Business Network and the Houston District Export Council and a board member for TIE Houston.

Follow Abunden on LinkedIn, Facebook, Twitter and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

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

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

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

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

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

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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

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

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3949076-120721

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

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

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Abunden, business growth, Business Operating System, Delegate, Management

Pay to Play! E73

September 23, 2021 by Karen

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Phoenix Business Radio
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During this episode, hosts Austin and Landon interview Mike Maunu, owner of Marketing Results Group emphasizes the importance time and money have when marketing to the right clients and gaining their business. Clients need to spend money to make money! In order to be successful you need to price your time/products/services accordingly. Clients who pay less require more work and aren’t invested in the business relationship.

Mike Maunu is a serial entrepreneur the past 40+ years as an investor, founder, executive or business coach taking multiple companies to over 8 and 9 figures in annual revenue. He has personally trained over 50,000 sales reps and managed over 100+ employees at a time. Listen in on Mike’s coaching techniques and his software program that offers solutions to your business problems right on the spot.

Marketing Results Group (MRG) is a 15-year-old coaching/software company. Implementing proven processes MRG works with SMBs (small and medium-sized business) and business coaches turning their prospects into long-term repeat clients.

Using a proprietary software application, they find business owners a minimum of $100 thousand dollars in increased revenues in 45 minutes without spending another penny on advertising or marketing. A detailed roadmap guides the owner to higher profits.

MRG licenses their Pathway To Profits, paint-by-number system for business coaches and consultants to grow their businesses using the proprietary software, a group coaching system and a white-labeled MBA business academy platform.

Mike-Maunu-Tycoons-of-Small-BizMike Maunu is a serial entrepreneur the past 40+ years as an investor, founder, executive or business coach taking multiple companies to over 8 and 9 figures in annual revenue. He has personally trained over 50,000 sales reps and managed over 100+ employees at a time.

He’s worked with over 100 businesses in about 75 different industries and loves working with owners that want to be the pre-eminent go-to-leader in their marketplace, working with a few clients one-on-one at any time.

He currently resides in Scottsdale, AZ, loves to play golf and his constant companion is his 19-yr old Shi Tzu Abraham. He also owns a 21-yr old, patented health supplement ecom business and has the pleasure of working with his son, Alex, a 22-yr old who has been working in the businesses the past 5-years.

Connect with Mike on LinkedIn and Facebook.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

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

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

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

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

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

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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

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

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3767447-091621

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

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

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: business coach, business coaching, business growth, how to grow my small business, small business

Visionary isn’t Ordinary E64

July 29, 2021 by Karen

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Phoenix Business Radio
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In this episode Austin and Landon host Allan Draper, Entreprenuer on Tycoons for the second time. Allan’s first appearance on the show was inspirational, so they were excited to welcome him back and learn more from his past experiences and expertise in entrepreneurship.

Tune in to hear the struggles and benefits of entrusting someone to be your business partner. Partnerships within family and businesses can help you conquer more than you’d be able to on your own. As you listen to Allan discuss partnerships, you will learn his perspective on entrepreneurial visions. Join in on the discussion with Allan, Austin and Landon and take away a different view point.

Allan-Draper-Tycoons-of-Small-BizAllan Draper is a serial entrepreneur, investor, business growth expert, attorney and host of the successful podcast, “The Business Growth Pod.” He specializes in scaling businesses and helping entrepreneurs transform an idea into a thriving business. Through a dedicated approach to business analysis, Draper has contributed to the growth and development of startups in a variety of industries transforming them into multimillion dollar enterprises.

From humble upbringings in a small farming community in Eastern Oregon, Draper had an entrepreneurial spirit and ambition to manage and grow businesses from a young age. He earned a Bachelor of Science in Psychology and minors in Chemistry, Philosophy and Spanish from Brigham Young University before attending Arizona State University Sandra Day O’Connor College of Law where he graduated Cum Laude and served as an editor of the Arizona State Law Journal.

With extensive knowledge of business law, Draper decided to forgo a career as an attorney and joined forces with his brother to build proof. Pest Control, a company dedicated to providing the highest standard of pest management services to homeowners.

The Draper brothers expanded proof. Pest Control to 6 states, more than 50 employees and hundreds of sales representatives after continued success in multiple markets. Serving the community has remained a primary mission for Draper and one of his core values in business. The Drapers founded “proof. Gives Back,” a company-wide initiative dedicated to volunteerism and serving nonprofits across the country.

Draper’s diverse industry experiences led him to become a mentor and coach to business owners and entrepreneurs and his offers business consultations, legal reviews and financial planning services. Draper’s podcast “The Business Growth Pod,” offers listeners advice from CEOs and industry leaders who share their tips and personal experience on marketing, personnel hiring and management, and other aspects related to business operations.

The weekly podcast has received over 10,000 downloads in the first six months with an audience in 40 countries spread across six different continents. Draper’s passion lies in building businesses but above all serving the community. He is a proud father and husband and actively dedicates his time to volunteering in his community.

Connect with Allan on LinkedIn, Facebook and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

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

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

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

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

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

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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

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

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3691743-072821

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

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

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: attorney, business growth, entrepreneur, Investor, scaling businesses, The Business Growth Podcast

Business Growth E55

May 27, 2021 by Karen

Business-Growth-E55-feature
Phoenix Business Radio
Business Growth E55
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Join the Tycoons as Allan Draper goes beyond talking about how to scale your business quickly, but also discusses what’s truly important in life and understanding what your legacy will be.

What are your expectations and how will you find that balance? One of Allan’s greatest responsibilities as a mentor is challenging entrepreneurs to do the steps in order to reap the rewards. And sometimes risk and reward don’t always work out, but scale is relative to your vision. Focus on building and find things you can control.

Allan helps entrepreneurs transition their ideas with a plan for growth. The most important steps in the process are knowing your vision, setting your expectations, and having a plan to fund your growth. And if you want to scale your business quickly, Allan and his team can help.

Allan-Draper-Tycoons-of-Small-BizAllan Draper is a serial entrepreneur, investor, business growth expert, attorney and host of the successful podcast, “The Business Growth Pod.” He specializes in scaling businesses and helping entrepreneurs transform an idea into a thriving business. Through a dedicated approach to business analysis, Draper has contributed to the growth and development of startups in a variety of industries transforming them into multimillion dollar enterprises.

From humble upbringings in a small farming community in Eastern Oregon, Draper had an entrepreneurial spirit and ambition to manage and grow businesses from a young age. He earned a Bachelor of Science in Psychology and minors in Chemistry, Philosophy and Spanish from Brigham Young University before attending Arizona State University Sandra Day O’Connor College of Law where he graduated Cum Laude and served as an editor of the Arizona State Law Journal.

With extensive knowledge of business law, Draper decided to forgo a career as an attorney and joined forces with his brother to build proof. Pest Control, a company dedicated to providing the highest standard of pest management services to homeowners.

The Draper brothers expanded proof. Pest Control to 6 states, more than 50 employees and hundreds of sales representatives after continued success in multiple markets. Serving the community has remained a primary mission for Draper and one of his core values in business. The Drapers founded “proof. Gives Back,” a company-wide initiative dedicated to volunteerism and serving nonprofits across the country.

Draper’s diverse industry experiences led him to become a mentor and coach to business owners and entrepreneurs and his offers business consultations, legal reviews and financial planning services. Draper’s podcast “The Business Growth Pod,” offers listeners advice from CEOs and industry leaders who share their tips and personal experience on marketing, personnel hiring and management, and other aspects related to business operations.

The weekly podcast has received over 10,000 downloads in the first six months with an audience in 40 countries spread across six different continents. Draper’s passion lies in building businesses but above all serving the community. He is a proud father and husband and actively dedicates his time to volunteering in his community.

Connect with Allan on LinkedIn, Facebook and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

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

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

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

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

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

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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

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

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3595105-051721

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

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

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Allan Draper, business growth

Customer Experience to Drive Better Results with Lindsey MacNeil E2

March 4, 2021 by Karen

Customer-Experience-to-Drive-Better-Results-with-Lindsey-MacNeil-E2-feature
Phoenix Business Radio
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Customer Experience to Drive Better Results with Lindsey MacNeil E2

In Episode 2 Sean, and co-host Mark have Lindsey (Lindz) founder of Lean In to Human Design. Lindz shares how the direction of her company was shaped by her early singing career and a vocal injury took her to the Doctors office as a child. Over the years, that interest in the experience helped her develop User Experience (UX) for several large corporations.

Sean inquires about her why and she shares how her services contribute to Avontage community to support their business growth. Mark inquires about what patterns many businesses overlook when it comes to Design and Systems thinking. This episode has the most amount of acronyms UX, DX, CX out of our 2 episodes so far and may carry the title for episodes to come. Come listen to Lindz help you connect more customer experiences together.

Consumers are spoiled by the customer experience when purchasing products on Amazon or Apple. Lindz explains the importance and the amount of design thinking that goes into creating Customer Experience for smaller businesses and ultimately providing a consistently delightful experience for your customers and clients.

Lindsey-MacNeil-Phoenix-Business-RadioXThrough Lean In, Lindsey MacNeil helps organizations across the private, public, and social sectors revive profitability, retain customers and cultivate change that matters.

From the C-suite to the front lines, she partners with clients to transform their organizations, build enduring capabilities, and leverage technology.

She combines global insights and local expertise to help you turn your aspirations into reality.

Lindsey stumbled into service and process design in ’03 and soon moved into experience design and business analysis. Her career has equipped her with a depth of expertise to help organizations identify shortcomings and points of failure. Her breath of design knowledge enables her to help these organizations ensure success going forward.

Connect with Lindsey on LinkedIn.

About Cultivating Collaboration on Avontage

Avontage-Podcast-Graphics1Sean Sarram, CEO and Founder Avontage is the host of this interview-style live radio/podcast show to highlight the members of the Avontage community. His co-host, Mark Jamnik, is Owner and Time Creation Coach at Enjoy Life Daily.

On this podcast we learn about the skills and services offered on our platform and how our members collaborate to grow their businesses; hence the name “Cultivating Collaboration on Avontage”.

About Avontage

Avontage is the future of work. We are a like-minded community of experts, forward-thinking entrepreneurs, and highly skilled freelancers solving each other’s pain points. We do that by trading skills and services on a trusted and safe platform.

Business barter trading is on the rise and it is the smartest way to achieve scalable growth during these challenging times.

Avontage-logo

About Your Hosts

Sean-Sarram-Cultivating-Collaboration-on-Avontage-PodcastSean Sarram, the CEO and Founder of Avontage, is a seasoned executive with an entrepreneurial mindset. With a software engineering degree in Computer Science from Arizona State University, Sean enjoys building technology to solve hard problems that affect everyday life.

His mission is to build a trusted community marketplace for local business owners, marketers, entrepreneurs, freelancers, and creatives to collaborate, gain high quality clients, and help them grow your businesses without spending money.

Sean believes in Collaborative Capitalism, where small businesses collaborate and trading-exchange their skills and services to elevate one another.

Connect with Sean on LinkedIn, and follow Avontage on Facebook, Twitter and Instagram.

Mark-Jamnik-Cultivating-Collaboration-on-Avontage-PodcastMark Jamnik lives and breathes productivity & coaching. After a decade in advertising sales, he was recruited by the Tony Robbins’ organization, to be 1 of 100 active global coaches. He coached over 300 CEO’s, entrepreneurs, & sales professionals, maximizing their effectiveness in achieving their goals.

Over the last decade he focused on his own entrepreneurial journey creating a healthy relationship with time. Now he consults CEOs and entrepreneurs with time creation and organization strategies to maximize productivity stress-free.

Connect with Mark on LinkedIn and Facebook.

Enjoy-Life-Daily-logo2-300x139

Tagged With: business growth, CX, Design Leadership, Design Strategy, HX

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