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Strategically Planning for 2025 and Beyond S2E5

July 31, 2024 by Karen

Strategically-Planning-for-2025-and-Beyond-feature

Phoenix Business Radio

Strategically Planning for 2025 and Beyond S2E5

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Strategically Planning for 2025 and Beyond S2E5

In this episode of “The Future of Work”, hosts Al Loveland and Kyle McIntosh introduce their guests, Scott Romeo and Ed Wold. Scott, a seasoned strategy expert, and Ed, a patent agent, discuss their backgrounds and emphasize the importance of a strategic approach in business, exploring the balance between immediate actions and long-term goals.

The conversation delves into practical aspects of strategy, intellectual property, and pricing, highlighting their dynamic work and tailored services like “Strategy in a Day” and “Going Global.” They also announce the “Strategy Fest” on August 22nd at Mac 6 and bi-weekly “strategy lunch and learns” starting after Labor Day, concluding with personal stories and a call to action for further engagement.

Business leaders who are begining to plan for 2025 and beyond. They will learn concepts that will help their oganization stratgically and operationally. The basic concepts will inspire thoughts that will lead to ideas and initiatives driving improved business results.

THE STRATEGY EXPERT® helps organizations grow from where they are today to where they want to be. They provide strategic guidance to organizations from startups, small business owners, midsized companies, multinational corporations, and nonprofits in over 80 industries across the globe.

Scott Romeo has been a strategic planning/strategy consultant working with clients all over the world in over 80 industries for the past 32 years. He has a unique ability to quickly assess an organization’s current state and help design strategies to help them get from where they are today to where they need to be.

He has worked with startups, Fortune 500 Companies, and multinational corporations in the US and throughout Asia. He has been teaching strategies at the university level for the past 25 years at both the undergraduate and graduate level.

Along the way, he has written three books on strategy, one of which is recommended reading at a business management school in Belgium. He is the strategist that executive teams want at the table when they are considering their future growth and next strategic moves.

Edwin Wold is a registered US Patent Agent, author, and business and management consultant with experience working at the strategic, operational, and functional levels of organizations.

With an undergraduate degree in mechanical engineering, a master’s degree in Project Engineering Management, and an Executive Juris Doctorate with a specialization in contracts and patent protection, Edwin has a history of helping clients grow from “concept to cash” with an emphasis on adding more profit to the bottom line.

Edwin interacts with management and leadership to analyze the constraints/needs/aspirations of the business and helps guide them to strategically apply business approaches to help take the company to the next level. This is often centered around helping to create and protect the IP of an innovative product or introducing a new or improved product or service to the global market.

Follow The Strategy Expert on LinkedIn and X.

ABOUT THE FUTURE OF WORK

Welcome to Future of Work Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

With a focus in marketing and a background in various for profit and not for profit companies, including much professional and volunteer work, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?”

From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Albert Loveland has joined the MAC⁶ Team full-time. Al will be helping us to takeMAC⁶ to the next level as Vice President of Operations(and, for all of you who are familiar with EOS, as the MAC⁶Integrator).

Al brings over 25 years of experience in leadership and operational efficiency, first working for JPMorgan Chase for fifteen years and then, for the past decade, with his own consulting business working with small businesses, non-profits, and entrepreneurs.

Al has been working from MAC⁶ as a community member for five years now, acting as the unofficial ‘Mayor of MAC⁶’and helping every day to make this community a great place to be. Please join us in congratulating him as the now Official Mayor of MAC⁶ and as an integral new part of our team!

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

ABOUT OUR SPONSOR

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

What a Financial Planner Can Do For You, with Chris Caldwell, Highland Trust Partners

November 8, 2023 by John Ray

North Fulton Studio

What a Financial Planner Can Do For You, with Chris Caldwell, Highland Trust Partners

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What a Financial Planner Can Do For You, with Chris Caldwell, Highland Trust Partners

[00:00:00] Chris Caldwell: To build a team for a client to make sure that if they have a CPA and a corporate attorney and a state attorney and insurance agent, maybe an investment advisor somewhere else, but the, all the bankers, but these people, they may have them, but they’re not talking to each other.

[00:00:13] My role as a planner is to basically bring this team to the table. To talk to each other about the different circumstances our client is going through and how can we pull resources together to make this stuff happen for them to fix what’s broken or what’s not being done.

[00:00:28] We come up with the strategy solutions, basically get it ready to sign almost in some cases, and they’re not pulling a lot of time away from work to do that. Once they see where you don’t take their time, they’re energized. They’re excited to know they don’t have to do a lot, but we’re going to get to know them personally and ask them personal questions.

[00:00:45] We’re also going to get to know their families well. As I think importantly for planning for business owners, also knowing. What they need in their family. Their spouse, knowing what they have to bring home one day. Okay, so that energizes them knowing we involve the family with that.

[00:00:59] Once they know the time we save them. They know we’re putting the resources together. Make sure we reduce the risk in their lives. They know that we’re probably adding, we’re definitely adding more valuation to the business by doing this, maybe saving on other things, tax strategy, return on investments and others.

Listen to Chris’s full ProfitSense with Bill McDermott interview here.

The “One Minute Interview” series is produced by John Ray and the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to 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.

Donna Kent with New Life Consultants and Jerry Mastellon with CEO Perspective Coaching

August 14, 2023 by Karen

Phoenix Business Radio

Donna Kent with New Life Consultants and Jerry Mastellon with CEO Perspective Coaching

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Donna Kent with New Life Consultants and Jerry Mastellon with CEO Perspective Coaching

New Life Consultants, LLC provides leadership training and development. They are strategic design thinkers and support strategy development across most industries.

Certified in DISC, Emotional Intelligence, and Positive Intelligence they provide personal profile assessments to build better communications and relationships along with 360-degree reviews. Expert in process improvement and the tools/training to drive accountability with a special focus on sales, marketing, and leadership excellence.

Their training includes transferable tools to improve team performance both individually and collectively. NLC develops new generation leaders to meet today’s unique business challenges.

As Vistage chairs, they facilitate CEOs in peer groups to see the perspective from other points of view in a nonjudgemental surrounding which promotes learning and transformation for CEOs to be their best.

Donna Kent is a business builder with a passion for growth.

A strong relationship leader she incorporates people development, process improvement, and technology enablement for high growth. She is people-centric, market-driven, and client-focused. An English major and former educator, she is trained in corporate and global sales and marketing.

She is both Malcolm Baldridge trained and certified. She has led units of more than 2,000 people and 17 direct reports during her 30+ years in the corporate world working with major clients and industries both nationally and globally.

She has held many senior executive positions in sales, marketing, channels, and general management for companies such as Xerox, Deluxe Corporation, Televerde, Tallwave, and NewLAWu.s..

Locally she ran one of the largest associations in the nation. As CEO of the Arizona Technology Council, she enabled a technology-based business growth landscape for the state.

Donna couples her big business success with a decade of experience in venture development. For instance, Donna has led major market transitions from analog to digital, from product-based to consulting services, and designed a transformative business model for the legal industry.

She has written and executed strategies from donor-based to business sustainability for non-profits around the globe and businesses looking to pivot. In the process, she has grown small and mid-sized companies to their next levels of success while mentoring young entrepreneurs. in addition, Donna mentors The Go Program with ASBA and those coming out of transformational programs and looking to start-up businesses.

Donna is the Founder of New Life Consultants, LLC where she facilitates people development, strategic planning, and execution with an organizational alignment. She develops “new generation leaders” through coaching, training, and teams of high-potential leaders. Donna spent 4 years with a focus on the national ACE market training and coaching leaders to meet the needs of a multi-generational workforce.

Donna has successfully launched a CEO/Business Owners Peer Advisory Executive Board across diverse industries and backgrounds. As a result, Donna enables growth and transformational change of leaders to be better leaders, make better decisions, and deliver better results. Certified in DISC, EQ, and PI assessments, her strategic development and execution are key skills for improved organizational design.

Recently Donna graduated from the Stanford Graduate School Strategic Design Thinking program and facilitates such for Vistage CEOs.Donna has a strong passion for ministry work and the underserved. Donna severs on 5 boards. With a heart for Africa, Donna sponsors children in Rwanda and Tanzania.

Formerly a New Yorker, Donna calls Scottsdale, Arizona home for the past 25 years. She is the proud mother of Victoria and Jack and her son-in-law Braudy. As college graduates her children both biological and sponsored are on their life journey and career track. They share a strong family bond and a common value to create impactful lives and experiences that bring greater joy to those they encounter. Donna is excited to welcome her first grandchild Teddy Feb 26th!

Connect with Donna on LinkedIn.

At CEO Perspective Coaching, individuals embark on a transformative journey, guided by the belief that shifting one’s perspective can revolutionize their life, business, and relationships.

CEO Perspective Coaching is a haven where the convergence of self-awareness insights and strategic wisdom offers a dynamic path to transformation with a unique blend of introspection and practicality, allowing individuals to harmonize their personal growth with their professional success.

In a world often driven by external benchmarks, CEO Perspective Coaching offers a departure from the ordinary. It encourages conscious leadership and self-awareness as driving forces, fostering authentic leadership, fearless innovation, and resilience amidst ambiguity.

Embrace the extraordinary – where shifting perspectives becomes a catalyst for personal evolution, reimagining business strategies, and cultivating profound connections. With CEO Perspective Coaching, the power of perspective isn’t just a tool; it’s a revolution that shapes lives, empowers businesses, and enriches relationships.

Jerry Mastellon, the visionary force behind CEO Perspective Coaching, brings a wealth of expertise from his extensive career as a Business Executive and Entrepreneur. With over 30 years of profound experience in the consumer packaging industries, Jerry has honed his skills in crafting innovative business concepts and pioneering models that have redefined markets.

His journey is marked by a relentless pursuit of excellence, where he has consistently delivered groundbreaking offerings to even the most discerning customers. Jerry’s prowess spans across various domains, from start-up ventures to optimizing established enterprises from New York to Arizona.

His proficiency encompasses the intricate realms of retail, both online and brick and mortar, as well as sales, merchandising, product development, operations, supply chain management, distribution, customer insights, and virtual and ecommerce initiatives.

Jerry Mastellon’s approach is anchored in a unique fusion of spiritual insight and business acumen. He envisions a realm where shifting perspectives sparks transformative change, not only in business but also in life and relationships.

As the visionary leader of CEO Perspective Coaching, Jerry continues to inspire individuals to embrace conscious leadership, authenticity, and personal evolution as the driving forces for success.

Connect with Jerry on LinkedIn and Instagram.

Good Foundations E101

April 21, 2022 by Karen

Phoenix Business Radio

Good Foundations E101

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Good Foundations E101

In this episode of Tycoons, Todd Jarvis joins the show to talk about the importance of estate planning and how that integrates with business consulting. Todd’s background in the sciences makes him uniquely qualified in understanding technology, systems, and automation. But it was his personality that led him to connect with clients and move away from being a transactional attorney to putting counselor and advisor back into the job description.

Todd uses the LIFT strategy (you have to tune in to learn what that means) to help identify holes in a foundation so he can build a plan to fill gaps and introduction strategic partners, all in an effort to make sure your business is strategically sound and geared towards moving forward. It’s important to build upon a strong foundation so that business owners have confidence as they grow. You’ll also learn about the difference between contingency vs succession planning and why it’s important to have both in place. This is a great episode full of valuable information for business owners.

Jarvis works with parents and entrepreneurs who are committed to impacting their family, business, and community as whole. We help you work through your goals so that you can answer the call to serve those who can benefit from your stewardship, guidance, services, and products.

As an entrepreneur, husband, and father it was obvious to Todd that the standard, traditional law firm model doesn’t support families and businesses. We aren’t just document drafters, we are partners with families and entrepreneurs. We advise and have disrupted the legal industry in many ways, namely: transparent fixed pricing; day-to-day, strategic proactive business advising; and an ongoing supportive relationship.

At Jarvis, we’re proud of doing things differently. We believe that meaningful, personalized legal and business guidance should be accessible. It should stem from a partnership built on mutual trust and understanding.

Todd Jarvis is an entrepreneur at heart. Before attending law school he worked in the technology arm of a Fortune 500 company. When the company wanted to innovate and try new departments or processes, Todd was called upon to implement these innovations.

Wanting to be involved in all aspects of business development and growth, he decided to attend law school where he could work as counsel for business owners and be involved in multiple projects at once.

He fostered a strong tech background by earning a BS in bioinformatics at Brigham Young University and then a Masters in Genetics com concurrently with his JD. He can talk the talk with tech companies. With his scientific training he was able to sit for and pass the patent bar and is a registered patent attorney.

On the personal side Todd is a husband and father. He and his wife Jayna have seven children together. It is his focus on family that has led him to broaden his practice to include estate and legacy planning services for families, both those who do and don’t own businesses. This gives him a unique ability to truly help protect all aspects of a business owner’s life: both in and out of the business.

Connect with Todd 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

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.

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

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.

Gary Braun is a Founder and co-owner of Pivotal Advisors. In his role at Pivotal, Gary is primarily responsible for business development but, he’ll gladly take on few clients in a consulting role. Gary speaks with and partners with other firms that help drive top-line growth.

Gary, helps organizations define where growth is coming from, helps them hire and/or develop the sales team, identify ideal clients and markets, and leverage true differentiators (even in commodity markets). He also implements sales processes, targets specific KPIs, increases activity, creates and applies sales compensation plans, and develops sales leadership skills.

Pivotal Advisors LLC is dedicated to creating a community of people who strive for excellence in sales and leadership. A Sales Operating System is the model for how to achieve excellence. Leadership is the First Factor of success in any sales organization. Therefore, building and developing leaders responsible for generating revenue is critical for growth.

Follow Pivotal Advisors on LinkedIn, Facebook and Twitter.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Gary Braun and Pivotal Advisors are separate from and not affiliated with Backbone Planning Partners/Lincoln Financial Advisors.

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-4666096-040822

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.