business podcast Archives - Page 7 of 26

So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

July 29, 2021 by Mike

Gwinnett Studio

So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

00:00 /

Chip Kelleher/Wilmington Trust

Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations.

Chip joins Wilmington Trust with deep industry experience working with business owners and sophisticated multigenerational families. Most recently, as a wealth advisor for Bessemer Trust, he employed the resources of the firm to help multi-generational clients achieve their objectives. Chip initially joined Bessemer’s Boston office where he worked with clients throughout the Northeast before moving to their Atlanta office and assuming greater responsibilities throughout the Southeast. Prior to
joining Bessemer, Chip began his career in wealth management as a financial advisor at UBS in Boston. Before entering financial services, Chip was the fourth generation of management in his family’s construction management company.

Garrett Alton/Wilmington Trust

Garrett Alton is responsible for managing Wilmington Trust’s Atlanta, GA and Southeast region, including all administrative and business development functions for personal trust, investment management, and private banking. In this role, he oversees the development and coordination of Wealth Management services for prominent individuals, families, and middle market institutional investment accounts. Garrett and his team work closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives.

Garrett has 28 years of experience in the wealth management industry, working with ultra high-net-worth individuals and families, endowments, foundations and family offices. Prior to joining Wilmington Trust in 2020, Garrett was managing director and regional head of client strategy for BNY Mellon Wealth Management, serving as their regional business development leader for the Central region.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Jeff Smith with Code Conspirators

July 15, 2021 by Mike

ePresence

Jeff Smith with Code Conspirators

00:00 /

Jeff Smith/Code Conspirators

Code Conspirators is a results-oriented web development agency. They help organizations like yours improve ROI from their digital marketing efforts by increasing top of funnel leads, optimizing conversion, automating business processes and integrating business systems. The professionals at CC have been satisfying digital needs of their clients since 2004, providing expertise in web design, custom application development, and analytics. Everything they do meets a direct need for a specific client, and specifically addresses their requests. You won’t find a one-size-fits-all approach at Code Conspirators!

Mark Galvin/ePresence

ePresence provides personal branding services for individuals, executives and entrepreneurs. They leverage social media on an individual level since that is where the audience is most engaged. Mark Galvin, CEO and Founder of ePresence, is a personal social media expert with 29 years of business management and hotel industry experience including stops with Marriott, Hyatt, Omni and IHG.

SIMON SAYS, LET’S TALK BUSINESS: Sales Prospecting Tips and Advice

July 15, 2021 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Sales Prospecting Tips and Advice

00:00 /

In this special episode of “Simon Says, Let’s Talk Business“, host Al Simon answers listeners’ questions and offers the best tips and advice for successful sales prospecting.

Al Simon/Sandler Training by Simon

Sandler Training by Simon specializes in training and coaching in the areas of sales, leadership, sales management and customer service. They specialize in teaching business owners and sales professionals to be effective and consistent with their business development strategies, tactics and attitudes.

A graduate of Georgia Tech with a B.S. degree in Industrial Management, Al Simon has over 35 years of direct sales experience, and he has also been exposed to many different sales strategies and approaches. Consistently the top performer in sales volume for his company before starting Sandler Training by Simon, he has mastered the art of selling in both simple and complex sales cycles. He has also successfully managed salespeople in highly competitive, high-risk situations.

Eric Schurke and Bobbi Jo Gonnello with Moneypenny and Tyler Henry with Movement Mortgage

July 8, 2021 by Mike

Gwinnett Business Radio

Eric Schurke and Bobbi Jo Gonnello with Moneypenny and Tyler Henry with Movement Mortgage

00:00 /

Eric Schurke, Bobbi Jo Gonnello and Tyler Henry

Eric Schurke & Bobbi Jo Gonnello/Moneypenny

Moneypenny is a leading provider of phone answering services, outsourced switchboard, live chat and customer contact solutions working with businesses of all shapes and sizes, from sole traders right up to multinational corporations. Moneypenny is the only U.S. answering service that offers a virtual dedicated receptionist. Briefed by you on your business needs, they will hand pick your perfect receptionist to look after your precious calls acting as part of your extended team exactly as they would if they were based in an office.

Moneypenny has over 1,000 staff based in Atlanta, GA, Charleston, SC and the U.K. The company handles over 20 million calls and live chats for 21,000 businesses. Moneypenny is proud to have been part of the “100 Best Companies to Work For” six times. Moneypenny now includes award-winning VoiceNation and NinjaNumber.

Tyler Henry/Movement Mortgage

Movement Mortgage exists to love and value people by being a Movement of change in their industry and in the world. While their platform to do this by completing purchase and refinance transactions with great low rates and exceptional customer service, their main focus is to better the community. #mymovement

Gwinnett Business Radio is presented by

Danny Hamilton with Star Coaches

July 7, 2021 by Mike

Case In Point

Danny Hamilton with Star Coaches

00:00 /

Hear the inside story about the Trump Bus on this special episode of “Case in Point”.

Danny Hamilton/Star Coaches

Star Coaches is a rock-n-roll tour bus company that has been in business for 31 years. They have worked with numerous rock, country, rap, Disney and corporate and political entities.

CASE IN POINT is presented by:

Republican Grassroots Activist Ron Goodbub

June 23, 2021 by Mike

Case In Point

Republican Grassroots Activist Ron Goodbub

00:00 /

On this special episode of “Case in Point”, host Rick Strawn previews the upcoming political season with political activist Ron Goodbub.

Republican Grassroots Activist Ron Goodbub

Ron Goodbub is a Republican Grassroots Activist who has led successful campaign runs for many notable conservative candidates in the state of Georgia. An activist is a person who works to bring about political or social changes by campaigning in public or working for an organization.

CASE IN POINT is presented by:

Bill Courtright with mPowered IT

June 17, 2021 by Mike

ePresence

Bill Courtright with mPowered IT

00:00 /

Bill Courtright/mPowered IT

mPowered IT is the most responsive and caring IT company delivering the mPowered Experience throughout the Atlanta area and beyond. They will keep your systems running and proactively fix issues before you are even aware of them. When things do go wrong, they respond to your service request in 15 minutes or less. You will never be left hanging wondering if issues are being addressed, and you will never worry about your systems again. You can finally focus on your business, trust your network, and trust your IT partner.

Mark Galvin/ePresence

SIMON SAYS, LET’S TALK BUSINESS: Nick Masino with Gwinnett Chamber of Commerce

June 17, 2021 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Nick Masino with Gwinnett Chamber of Commerce

00:00 /

Nick Masino/Gwinnett Chamber of Commerce

The mission of the Gwinnett Chamber of Commerce is to “champion business”. It’s vision is to be the leading advocate and innovative resource for businesses to connect and thrive.

Established in 1947 as a rural chamber of commerce serving farmers and banks, the Gwinnett Chamber grew and changed alongside Gwinnett County. Today, it serves more than 2,200 members throughout metro Atlanta by delivering programs that strengthen and connect businesses locally, regionally and globally.

At the Gwinnett Chamber, there is strength in numbers. Because it represents more than 2,200 companies, it can offer significant member discounts and present a unified voice in matters of public policy that affect the business community. In addition, the Chamber provides opportunities for like-minded business people to connect with one another and expand their business network and increase the exposure of their business. It also offers opportunities to learn about issues and best practices related to running a successful business.

The Chamber’s economic development team, Partnership Gwinnett, is a public-private initiative dedicated to bringing new jobs and capital investment to Gwinnett County. Since 2007, Partnership Gwinnett has worked with its local partners to attract and retain jobs, cultivate capital investment, support educational institutions, foster workforce development, and contribute to the exceptional quality of life found in Gwinnett and the Atlanta region.

Michael Zelickson with Regions Bank and Seth Elrod with Platinum Cargo Logistics

June 17, 2021 by Mike

Gwinnett Business Radio

Michael Zelickson with Regions Bank and Seth Elrod with Platinum Cargo Logistics

00:00 /

Michael Zelickson/Regions Bank

As a full-service provider of foreign exchange services, Regions Bank offers foreign exchange conversions for international payments and incoming international wire transactions. In addition, they provide customized hedging strategies and multicurrency deposit solutions. Regions Bank is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management and mortgage products and services. Regions serves customers across the South, Midwest and Texas.

Seth Elrod/Platinum Cargo Logistics

Platinum Cargo Logistics is a leading provider of global transportation and logistics services. They use their extensive, customer-driven solutions, experience and flexible infrastructure to deliver end-to-end management and door-to-door services for your cargo. They meet the distinctive requirements of your business and are deeply committed to serving their customers. Let their specialized teams develop the intelligent solutions and made-to-fit strategies to meet your global shipping and logistics needs.