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Sylvia Reisman, Purity Patient Advocates, Leroy Hite, Cutting Edge Firewood, Steven Lustig, Loh Medical, and Todd Souto, Sutter, McLellan & Gilbreath

February 21, 2023 by John Ray

Family Business Radio

Sylvia Reisman, Purity Patient Advocates, Leroy Hite, Cutting Edge Firewood, Steven Lustig, Loh Medical, and Todd Souto, Sutter, McLellan & Gilbreath

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Sylvia Reisman, Purity Patient Advocates, Leroy Hite, Cutting Edge Firewood, Steven Lustig, Loh Medical, and Todd Souto, Sutter, McLellan & Gilbreath (Family Business Radio, Episode 41)

On this episode of Family Business Radio, Anthony welcomed business leaders Sylvia Reisman, Leroy Hite, Steven Lustig, and Todd Souto. Sylvia Reisman talked about her health journey, the services she provides to clients and the difference between a hospital patient advocate vs an independent advocate like herself, and health insurance coverage for her services. Leroy Hite discussed why he started Cutting Edge Firewood, their mission, the biggest growth challenges he’s seen, what makes his company innovative, and much more. Steven Lustig discussed the benefits of an independent board of directors and what they can provide to family-owned businesses and why corporate governance is important for family-owned businesses. Todd Souto talked about the commercial insurance market, getting quotes from different brokers, cyber coverage, and much more. Anthony closed the show with a commentary on advice for entrepreneurs and business owners.

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

Purity Patient Advocates

Purity Patient Advocates’ comprehensive assessment method and the “Plan of Action” that it produces are designed to identify areas that many physicians and medical practitioners overlook (or miss) due to patient appointment time constraints and lack of training on complex illness. Their goal is to help clients who are suffering unnecessarily find a correct diagnosis and treatment plan with an integrative or functional medicine physician who aims to get to the root cause of their symptoms.

Website | Facebook | Instagram

Sylvia Reisman, Founder & Chief Patient Advocate, Purity Patient Advocates

Our current healthcare system is fragmented and failing millions of people suffering from complex illness. The conventional American medicine model is not designed to effectively evaluate and correctly diagnose a complex patient. It is only designed to treat symptoms and not get to the root cause.

This has created the perfect storm: Millions of invisibly ill people suffering unnecessarily, and in particular women, are left chronically ill and lacking a correct diagnosis as they run from doctor to doctor in search of answers. Many are gaslighted, dismissed or told “It’s all in your Head or it’s just anxiety or stress.”

Sylvia’s company’s mission is to help complex clients obtain a correct diagnosis and improve their quality of life. Sylvia has always served as an advocate for her clients. Her professional career gravitated towards building lasting relationships with internal and external customers, serving as a trusted advisor and educator. She is passionate about building trust with her clients and going the extra mile to find effective solutions for them.

Her past career positions were in marketing and sales, including stints as an Account Manager with Reebok Southern Division, Member & Board Services Director of the Georgia Association of REALTORS, Development Officer for a children’s hospital in Savannah and National Account Manager with Concentra Occupational Health.

In 2006, She became mysteriously ill with unusual symptoms and ran from doctor to doctor in Florida and Georgia with no concrete diagnosis. She found herself suffering physically, emotionally and financially as a result. Desperate for answers, she became an avid researcher and discovered functional medicine, a treatment approach that goes outside traditional boundaries to identify root causes of a medical condition. After experiencing the benefits of functional medicine, she felt a sense of obligation to help people with complex medical conditions, many of whom had been misdiagnosed.

This led her to develop a comprehensive assessment, which she utilizes with her complex clients. A customized “Plan of Action” is developed and executed from the assessment results. Sylvia decided to start Purity Patient Advocates LLC, a patient advocacy service that replicates closely the navigation process she learned from personal experience. To validate and find improvements for her service delivery process, she joined the Alliance of Professional Health Advocates which provides peer-based and structured training events.

As a result, Sylvia believes her clients can be confident that an empathetic and professional health advocate is available to them through her company.

Just a bit more on the personal side… Sylvia is an Air Force Brat, grew up in Savannah and enjoys hiking and cycling.

Cutting Edge Firewood

Cutting Edge Firewood is an ultra-premium firewood and cooking wood company. At Cutting Edge, they are passionate about great fires and exceptional customer service. They hand-select our hardwood species and put it through the most rigorous drying process in the industry so each piece burns clean, ignites easily, burns hotter and longer, creates less smoke and smells great. The unmatched quality of their firewood combined with unparalleled delivery service creates an unequaled fire experience.

Website | Facebook | Twitter | LinkedIn | Instagram

Leroy Hite, Founder and CEO, Cutting Edge Firewood

Leroy Hite is Founder and CEO of Cutting Edge Firewood. He is on a mission to make every fire the perfect fire because he knows that some of life’s best memories are made in the warmth of a fire’s glow.

He founded Cutting Edge in 2013 with a goal to provide unmatched quality wood and unparalleled customer service nationwide.

Loh Medical

At Loh Medical their mission is to promote mobility & independence by helping people with physical disabilities through the application of appropriate Assistive Technology.

Medical technology has progressed rapidly in recent years. Today, we have wonderful technology-assisted solutions for people with mobility impairments. It is up to Loh, as professionals, to integrate this technology into their practices and use them to achieve their life goals.

Website | Facebook | LinkedIn | Instagram

Steven Lustig, Board Director, Loh Medical

Steven Lustig has a 25+ year track record of successfully leading and advising in International Operations, Supply Chain, Logistics, Quality, Project Management, Manufacturing, and New Product Introduction.

Steven’s insights have been featured in publications including the Atlanta Business Chronicle and Industry Week, and have been shared on panels hosted by various organizations, including the Metro Atlanta Chamber of Commerce and the World Trade Center Atlanta.

He is a member of the Board of Directors of family-owned Loh Medical. He has assisted the company by providing oversight, asking questions, and offering suggestions related to strategy, prioritization, risk mitigation, governance, finance, and succession planning.

At the request of the CEO, he also mentors the company’s Supply Chain Director. Steven serves on the Board of Directors for the angel investing organization Atlanta Technology Angels and for NCEF, a non-profit organization that raises funds in the US to provide scholarships to underprivileged students in Nepal. Steven holds a Certificate in Private Company Guidance from the Private Directors Association.

He is the Vice President of Global Supply Chain at East West Manufacturing and formerly was Vice President of Engineering. As an active member of the Executive Committee, he provides guidance on a wide range of strategies and operational issues. He played a key role in organic growth as well as the acquisition and integration of 7 companies.

He has also addressed risk and initiated the company’s first Sustainability Team Steven holds a BSME degree from MIT, plus MSME and MBA degrees from Georgia Tech.

Sutter, McLellan & Gilbreath

Sutter, McLellan & Gilbreath is a family-owned held insurance agency serving the northside of Atlanta since 1953. As an independent agency, they have the freedom to do what’s best for the client. They work with dozens of insurance companies to find the best fit. Two claims specialists work for the agency assisting clients every time they have a claim.

Website | Facebook | LinkedIn

Todd Souto, Account Executive, Sutter, McLellan & Gilbreath

Todd has been a commercial insurance agent for twenty years and specializes in construction. More specifically, he’s an expert at working with electrical contractors and stone cutters and installers. He has a proven process that makes shopping for commercial policies transparent and easy while yielding the best pricing.

In addition to commercial property and casualty insurance, Todd helps many of his clients with personal insurance and benefits. If you’ve got an insurance problem, Todd has a solution. His specialty is getting people the liability protection they need and carefully considering all risks before making recommendations.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

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

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Trey Wood – Turner, Wood, & Smith Insurance Agency

February 5, 2023 by Rose

North Georgia Business Radio

Trey Wood - Turner, Wood, & Smith Insurance Agency

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Here’s a question for you, “𝑊ℎ𝑎𝑡 𝑘𝑒𝑒𝑝𝑠 𝑦𝑜𝑢 𝑢𝑝 𝑎𝑡 𝑛𝑖𝑔ℎ𝑡?”

If you’ve ever looked at your insurance coverage and thought, “Do I really need this?” Trust me, you are not alone.

The most challenging thing about insurance is that you’re paying for something you hope you never have to use.

Nobody wants something bad to happen. Yet suffering a loss without insurance can put you, your family, and your business in a very difficult financial situation that you might not recover from.

Trey Wood from Turner, Wood, & Smith Insurance Agency joins host Phil Bonelli for a very enlightening conversation about insurance — something no one likes talking about — and the important role having the correct insurance can have in effectively managing your future financial risk.

Trey and his firm are in the business of protecting businesses and people when things go wrong, and they go wrong all the time.

Insurance is a way of managing those risks. When you buy insurance, you transfer the cost of a potential loss to the insurance company in exchange for a fee, protecting you and your business from the high cost of unexpected events.

Having the right insurance coverage is more critical than ever. While just about everything can be insured, that doesn’t mean it should be. That’s why Trey and his team work together with you as your Loss Mitigation Partner to ensure you have the right things covered, at the right time, with the right kind of insurance for you.

LIVE from the GNFCC 2022 Women in Leadership Summit: Nikki McCauley, State Farm

November 15, 2022 by John Ray

North Fulton Business Radio

LIVE from the GNFCC 2022 Women in Leadership Summit: Nikki McCauley, State Farm

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LIVE from the GNFCC 2022 Women in Leadership Summit: Nikki McCauley, State Farm (North Fulton Business Radio, Episode 570)

State Farm Agent Nikki McCauley joined North Fulton Business Radio host John Ray LIVE from the GNFCC 2022 Women in Leadership Summit. They chatted about why she joined State Farm, why she’s a Greater North Fulton Chamber of Commerce member, the value she receives from her sponsorship of the Women in Leadership Summit, and much more.

This show was originally broadcast live from the GNFCC 2022 Women in Leadership Summit held at The Commons at Phase in Alpharetta, Georgia.

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

Nikki McCauley, Agent, State Farm

Nikki is a long-time resident of Roswell, GA. She and her husband Matt have a dog Brady and three children: Cam, Arden, and Juliette! You can find them around town at events with the GNFCC, at the gym and visiting the many restaurants and parks in the area!

Over the last 21 years Nikki has worked in financial services. Being an agent allows her the flexibility to help people manage their risk with insurance and financial services products. The true value of an insurance plan designed specifically to you and your needs cannot be overstated. That’s what her and her team do. They start by getting to know you, determining what policies fit your unique situation, and then crafting a package that lets you feel ready for the road ahead. She also encourages every customer to meet with her every year or two to make sure their package still makes sense for their life. They’re focused on delivering quality service that’s personalized to each individual, and her office has achieved the highest State Farm and industry recognition in honor of their outstanding commitment to their customers.

Nikki is proud to work with people across Georgia and Florida, including Alpharetta, Norcross, Duluth, Roswell, Marietta, Decatur, Sandy Springs, and Smyrna. If you’re interested in a real insurance partner, contact Nikki today. Her office can help with auto insurance, home insurance, life insurance, property insurance, business insurance, renters insurance, health insurance, and financial services.

Website | LinkedIn | Facebook

GNFCC 2022 Women in Leadership Summit, presented by the Women INfluencing Business Committee

The 2022 Women in Leadership Summit, organized by the Women INfluencing Business Committee of the Greater North Fulton Chamber of Commerce, was held on November 2, 2022, at the Commons at Phase in Alpharetta, Georgia.

Powered by the Greater North Fulton Chamber of Commerce (GNFCC), the Women INfluencing Business Committee strives to engage female leaders and enhance the standing of professional women within the community. Its annual awards program recognizes women with exceptional vision who have implemented innovative ideas in both the workplace and community and who inspire others.

Website

Questions and Topics in the Interview

State Farm Insurance
The GNFCC & Event Sponsorship
Women in Leadership Summit

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.

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.

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/.

Billy Potter, CEO, Snellings Walters Insurance Agency

March 15, 2022 by John Ray

North Fulton Business Radio

Billy Potter, CEO, Snellings Walters Insurance Agency

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Billy Potter, CEO, Snellings Walters Insurance Agency (North Fulton Business Radio, Episode 440)

Billy Potter is the newly named CEO of Snellings Walters Insurance Agency. He joined host John Ray to chart his ten-year history with Snellings Walters and celebrate the firm’s culture and evolution. Billy also discussed the firm’s embrace of EOS (Entrepreneurial Operating System) and how it has impacted their business, why he thinks his personal growth has been so positively influenced by his time at Snellings Walters, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Snellings Walters Insurance Agency

Snellings Walters has been providing honest advice & protecting what you value most for more than 69 years. They are the smartest way to protect your business & family. They identify the critical issues facing your company. Survival of your business requires managing risks. In today’s environment, these risks are rapidly changing and becoming more complex. They have built a customizable platform to provide you with the security you need.

Company website | LinkedIn | Twitter

Billy Potter, CEO, Snellings Walters Insurance Agency

Billy Potter’s career in insurance spans more than two decades. In 2011, he joined Snellings Walters to head the Employee Benefits Division and quickly proved to be an effective consultant. His superior consultation contributed to his winning various awards within the agency, and in 2018, he was nationally recognized as “Broker of the Year” by BenefitsPRO Magazine.

His reputation as both a top consultant and engaged team leader resulted in an invitation to become an owner at Snellings Walters in 2018. As Chief Sales Officer, Potter led his team to produce record sales for the agency. The combination of his knowledge, experience, character, and passion resulted in his transition to Chief Executive Officer in 2022.

In addition to his expertise and technical know-how, Billy’s personal philosophy aligns with the core values that drive the Snellings Walters vision: engagement, accountability, curiosity, and authenticity.

By cultivating and nurturing an agency culture that allows its employees to feel empowered and supported, Billy’s mission is to inspire the next generation of successful businesspeople at Snellings Walters and beyond.

Questions and Topics in this Interview:

What is your background and how has it led to your new role?
What makes Snellings Walters stand out among other typical insurance agency environments?
Looking beyond the resume to provide opportunities to people who might not otherwise have a chance in the industry.
Talk about the value of investing in and empowering your employees.
What are your goals for the future of Snellings Walters?
How does your “values-based culture” fit into achieving those goals?

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Doing Good in Arizona E22

July 21, 2021 by angishields

Phoenix Business Radio

Doing Good in Arizona E22

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Doing Good in Arizona E22

Culture, business as a force for good, giving back, higher purpose, and small business were all topics of discussion on this episode of Collaborative Connections Radio Show and Podcast.

Host, Kelly Lorenzen, was joined on-air by Arizona business leaders, Bob Blum, founder of Alcyon Consulting, Kindra Maples with Conscious Capitalism Arizona, and Sara Kelley with Bell Insurance.

Are you a business owner or leader in Arizona? Need more resources to grow your business? Want to know more about how to use business as a force for good? Then check out this great conversation between Kelly and her featured guests.

Thank you, KLM Consulting, Marketing and Management for sponsoring this show.

Alcyon Consulting can help you in two ways…Financial & Business Operations Management and Business Consulting & Advisory Services. With Alcyon’s financial and business operations support, you can shift the burden of managing and overseeing those necessary, but non revenue generating activities, to a professional who has the passion, experience, and training to assess, manage and improve your company’s business infrastructure thus freeing you to focus on generating revenue and building the business.

If you are looking for a fresh set of eyes to review and analyze any or all aspects of your business…from financial statements to fraud prevention, then Alcyon’s Business Consulting & Advisory Services could be the answer.

As an Accredited Small Business Consultant (ASBC), Bob and Alcyon utilize a proprietary approach to review and analyze your business, and along with its broad business partner network, Alcyon will not be able to not only make solid recommendations for improvements, but will be able to identify, vet and implement the right solution.

Bob Blum leverages over 35 years of extensive and varied experience, in both staff and leadership roles, helping companies build and maintain stable business operations by focusing on maximizing both financial and human assets.

These roles include Principal and Chief Financial Officer for Peerless Candy & Tobacco Company, Senior Human Resource Consultant for Peoples Energy Corporation, Controller for Ben Brooks & Associates, Controller for Incentive Logic, and most recently CFO for MAC6.

Bob is a Certified Public Accountant (CPA), an Accredited Small Business Consultant (ASBC), a Lean Six Sigma Green Belt and has a Bachelor’s in Business Administration from Ohio University. In addition, Bob earned a Master’s in Human Resources, with a specialization in Organization Development, from Loyola University in Chicago.

Connect with Bob on LinkedIn.

Free enterprise capitalism has served to lift more people out of poverty than any other socio-economic system ever conceived – empowering social cooperation, human progress, and elevating humanity.

Good business is the answer to many of the global issues that humankind is facing.

For too long, capitalism in the media has been associated with lying, cheating, manipulating, gaming the system, and taking advantage of society.

But for every horror story being told about the selfishness of corporate America and Wall Street, there are thousands of stories of businesses supporting their communities, investing in their employees, and making the world a better place.

We are working to change the capitalism narrative by shining a bright light on good business – telling the stories of conscious Arizona companies (and encouraging others to follow in their footsteps).

There is a lot in her background that has led Kindra Maples to where she is today.

Her past experiences, interactions, careers, and partnerships have led her to growing the roles she holds in the community; the VP of Volunteers with Conscious Capitalism Arizona, Sales Development with YellowBird, and the host of the Culture Crush Business Podcast.

She is spartan racer, past animal trainer, previous magician’s assistant, and has a weakness for Oreo cookie shakes. Her journey working with people actually started working with animals as a teenager (don’t worry we won’t go that far back for her bio).

She worked for over 15 years in the zoo industry working with animals and the public. Her passion of working with animals shifted into working with people in education, operations and leadership roles. From there her passion of leadership and helping people develop has continued to grow.

Her experience in non-profit operations, communications, and program engagement has brought her to the place she is today. Her experiences have built her passion and her “why” in areas of culture building, engagement, and growing strong teams.

Connect with Kindra on LinkedIn and follow Conscious Capitalism Arizona on Facebook, Twitter and Instagram.

Bell Insurance is one of the largest independently owned, full-service agencies. They’ve worked in insurance for more than 100 years, giving them unparalleled experience and expertise on policies designed to serve you, your family and your business in the best way possible.

in 1911 as Warner and Company Insurance in Fargo, N.D., they became Bell Insurance in 2019 when they joined forces with Bell Bank, one of the largest independently owned banks in the nation.

Bell is known for exceptional service and high integrity, where people matter, which shows in how their team members treat each other, their customers and those around them.

They understand one of your biggest challenges is managing around the things you can’t control. They can help you by building an insurance plan based on what you need to address the unique risks your operation faces.

By getting to know you and your business and working with you to figure out an insurance policy that gives you the right coverage at the best rate, they’ll help you protect what you’ve worked so hard to build.

Whether you need small business insurance or coverage for a large, niche operation, they’ll help you protect what matters with commercial insurance coverage options in your best interest, competitive pricing, stress-free claims, and the high-quality service you can expect from Bell.

Sara Kelley has over 20 years of experience serving clients in a risk management capacity. She started her insurance career in Chicago, IL with the world’s largest insurance brokerage firm and moved with them to the Phoenix market. Since being in Arizona, Mrs. Kelley has developed her expertise to serve the businesses that thrive in the Valley of the Sun.

Sara specializes in property and casualty insurance and risk management for a variety of industries including Healthcare, Social Services, and Non Profits, as well as Indian Nations, contractors, manufacturers, and many other businesses. Sara provides clients with insurance solutions for various insurable risks.

For Insureds, Sara Kelley delivers risk and policy coverage reviews that focus on your firm’s expense reduction, cash-flow improvement, balance sheet protection, and decision-making insight.

Connect with Sara on LinkedIn.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Harry Merker, Aon

May 20, 2021 by John Ray

North Fulton Studio

Harry Merker, Aon

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Harry Merker, Aon (The Exit Exchange, Episode 5)

Harry Merker joined the show to discuss business insurance, how coverages and premiums have been impacted by current business conditions, why you may want more coverage than your lender requires, actions business owners can take proactively to keep premiums down, and much more. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Aon

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Aon provides risk advisory, commercial risk, and reinsurance solutions to help clients better identify, quantify and manage their risk exposure.

Aon also provides actuarial, investment and retirement solutions to help clients design and implement secure, equitable and sustainable retirement programs. They provide consulting, global benefits, and exchange solutions to help clients mitigate rising health care costs and improve employee health and well-being.

Company website | LinkedIn |Facebook | Twitter

Harry Merker, Managing Director, East Region Middle Market, Aon

Harry is responsible for leading the East Region Middle Market Broking Practice comprised of 20+ professionals in 5 Cities who analyze, design, and implement large layered CAT property programs, traditional, and/or alternative risk transfer solutions for new and existing clients across varying industry classes.

Harry has been with Aon since 2013. He has a Bachelors in Political Science & Economics from Ohio Wesleyan University.

Questions and Topics in this Interview

What do owners do wrong, miss, or not understand about their business insurance?
Hot topics: talk to us about Cyber and COVID.
So many coverages are out there. How do you advise clients as to which coverages and cost of premiums?
We discussed coverages and premiums, but can business owners do proactively, to bring down losses and therefore premiums?
What should the professional advisor members of XPX Atlanta ask of their clients to get them to do a serious review of their insurance needs and possible gaps?

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.