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Phil Bonelli – Founder Roundtable Advisors and Hopewell Farms GA

March 31, 2024 by Rose

North Georgia Business Radio
North Georgia Business Radio
Phil Bonelli - Founder Roundtable Advisors and Hopewell Farms GA
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Stepping Off the Corporate Ladder: Lessons on Taking Career Risks

The man behind the mike, our very own Phil Bonelli, is our special guest on this week’s North GA Business Radio segment! Phil is speaking with guest host Tony Herdener, retired CFO of Northeast Georgia Health System, about his recent retirement from Commercial Banking and what’s next for his inspiring entrepreneurial journey!!

With over a decade of experience in the corporate world, Phil has founded Roundtable Advisors, a consulting firm specializing in providing fractional executive support to growing businesses.

In addition to his business pursuits, Phil works and manages Hopewell Farms GA, in North Georgia, demonstrating his commitment to regenerative farming.

 

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

 

Key Highlights of This Episode:

00:01:28 – Phil’s Career Transition
Phil discusses his retirement from commercial banking and the launch of his consulting firm, Roundtable Advisors, to provide fractional executives to small businesses.

00:06:06 – Phil’s Farming Journey
Phil shares his passion for regenerative farming at Hopewell Farms, emphasizing the importance of stewarding the land and providing nutrient-dense, chemical-free products to consumers.

00:10:19 – Family and Farming
Phil talks about his family and how his desire to spend time with his children led to the expansion of Hopewell Farms, where they raise cattle, pigs, turkeys, and chickens.

00:12:35 – Scale of Farming Operation
Phil explains the evolution of Hopewell Farms from a small acreage to a diverse farming operation with a focus on providing a hands-on experience for his children and promoting grit and skills development.

00:13:51 – Farming and Livestock Harvesting
Phil discusses the livestock he harvests on his farm, including beef, pigs, meat chickens, and turkey, and emphasizes the regenerative and non-synthetic hormone nature of his products.

00:14:36 – Importance of Grass-fed Livestock
Phil explains the importance of grass-fed livestock and clarifies that terms like “cage-free” and “free-range” can be misleading. He emphasizes the significance of pasture-raised animals and their natural, healthy environment.

00:18:06 – Community Involvement and Service Organizations
Phil shares his experience as the youngest Kiwanis president and highlights the power of service organizations in connecting with the community. He encourages others to get involved and serve for the joy it brings.

00:20:46 – Introduction to Round Table Advisors
Phil introduces his consulting practice, Round Table Advisors, and explains how it aims to connect businesses with experienced executive talent, such as CFOs and COOs, to help them grow and succeed.

00:25:56 – Role of Round Table Advisors
Phil discusses his role as the connector in Round Table Advisors, emphasizing the value of bringing top executive talent to businesses on a flexible, month-to-month basis. He highlights the importance of trust and adding value to clients.

00:28:50 – Benefits of Networking and Learning from Others
Phil discusses the benefits of having a group of experienced executives to learn from and call on for advice. He emphasizes the value of learning from each other and clients.

00:30:14 – Phil’s Path to Broadcasting
Phil shares how he got involved in broadcasting and the opportunity to host the show. He highlights his passion for connecting with businesses and the unexpected path that led him to where he is today.

00:32:13 – The Journey of Personal Growth
Phil reflects on his career journey, emphasizing the importance of discovering new passions and skills. He compares his career journey to a map, where each step reveals more of the path forward.

00:34:31 – Lessons from Mentors
Phil shares lessons learned from mentors, Robert Mallon and JD Mueller, emphasizing the importance of setting goals, having a plan, and building confidence in others. He also discusses the value of affirmation and delegation in leadership.

00:39:31 – Love for Travel and Family
Phil expresses his love for travel and the outdoors, highlighting his upcoming family trip to Philadelphia and Boston. He emphasizes the importance of disconnecting and spending quality time with loved ones.

Tagged With: beau henderson, business consulting, Entrepreneurship, Fractional Executive Support, Hopewell Farms GA, north ga business radio, phil bonelli, Regenerative Farming, RichLife Advisors, Roundtable Advisors

Tony Herdener | CFO (ret) Northeast Georgia Health System

December 24, 2023 by Rose

North Georgia Business Radio
North Georgia Business Radio
Tony Herdener | CFO (ret) Northeast Georgia Health System
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If you’re feeling overwhelmed and anxious about your future retirement plans, or maybe you haven’t even had time to think about retirement, then you are not alone!

Little did today’s special guest know when he moved to Gainesville in 1995, that the close-knit community would not only shape his family’s future but also lead him to a surprising and transformative retirement journey.

In this episode of North GA Business RadioX, Tony Herdener, retired CFO of Northeast Georgia Health System, shares valuable insights on retirement and career transitions with your host, Phil Bonelli.

You’ll discover how Tony’s personal experiences and reflections provide a unique perspective on navigating the challenges and opportunities that come with retirement and being a highly effective leader while you are still working.

His emphasis on self-awareness, reflection, and the importance of community involvement offers practical advice for everyone regardless of what stage you are at in your life and career.

Tony’s journey and wisdom make this episode a must-listen for those seeking guidance on successful personal and professional growth through self-awareness and mentorship.

 

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

 

Key moments in this episode are:

00:07:13 – Transitioning from Corporate Career
Tony Herdener shares his experience of transitioning from a corporate career to retirement, highlighting the challenges of adjusting to a new routine without the daily work environment and interactions.

00:10:39 – From Strength to Strength Book Recommendation
Tony discusses the book “From Strength to Strength” and its impact on his transition to retirement. The book focuses on self-awareness, transitioning from knowledge to wisdom, vulnerability, and spirituality in the second half of life.

00:11:52 – Cultivating An Aspen Grove
Tony refers to the metaphor of the Aspen Grove to emphasize the importance of cultivating connections and vulnerability in the second half of life for successful transitions and personal growth.

00:15:20 – Life’s Uneven Struggles
The conversation touches on the uneven nature of life and the concept of work-life balance, highlighting the importance of giving 120% at work and at play to achieve success without mediocrity.

00:15:48 – Self-awareness and Preparation
Tony encourages self-awareness and financial preparation ten years before a career transition. He emphasizes the need to be self-aware and prepared for the future.

00:17:09 – Reflection and Mentoring
Reflection and seeking mentors are crucial for personal growth. Tony discusses the importance of journaling, setting personal goals, and seeking out mentors for guidance and wisdom.

00:20:09 – Seeking Wisdom and Mentorship
Tony provides tips for approaching mentors, emphasizing the importance of doing homework, sincerity, and vulnerability. He also highlights the value of networking and leveraging connections.

00:23:50 – Vulnerability and Trust
Tony emphasizes the importance of vulnerability and trust in relationships, both in the workplace and personal life. He shares how being vulnerable and humble can lead to meaningful collaboration and growth.

00:30:06 – Listening to Critics
Tony discusses the importance of listening to constructive criticism while ignoring cynicism. He draws parallels to the blue angels who critique each other to improve, highlighting the value of feedback for personal and professional growth.

00:31:19 – Dealing with Cynics and Critics
Tony discusses the importance of turning off the noise from cynics and embracing feedback from critics. He emphasizes the need to focus on growth, assume positive intent, and be coachable.

00:32:32 – Embracing Feedback
Using the example of Apollo 13, Tony highlights the importance of feedback for course correction. He stresses the significance of feedback as a means of improving and achieving the mission.

00:34:14 – Alignment with Boss and Organization
Tony shares the importance of aligning with the boss and the organization to ensure that everyone is on the same page. He emphasizes the need for clear communication and understanding of priorities.

00:35:51 – Measurement and Goal Setting
Tony discusses the significance of metrics in measuring progress and the impact of setting goals. He emphasizes the power of focus, affirmations, and having a clear why behind one’s actions.

00:38:54 – Problem Solving and Wisdom
Tony emphasizes the importance of problem-solving and bringing solutions to the table. He highlights the value of wisdom in filtering ideas and the need for continuous learning and growth.

Tagged With: beau henderson, career transition, Entrepreneurship, Hopewell Farms GA, Leadership, mentorship, Northeast Georgia Health System, personal growth, phil bonelli, professional development, Retirement Clarity, retirement planning, RichLife Advisors, Tony Herdener

Mycal and Nicole Anders with Next Level Performance Consulting

August 22, 2023 by Karen

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Phoenix Business Radio
Mycal and Nicole Anders with Next Level Performance Consulting
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Mycal and Nicole Anders with Next Level Performance Consulting

Mycal-AndersMycal Anders is Founder of Next Level Performance Consulting with 3700+ leaders coached since 2011. Mycal is a Performance Consultant, Marine Corps veteran, husband & father of two.

As a Marine Corps veteran with nearly 25 years of strategic leadership experience backed by multiple graduate degrees from Arizona State and Thunderbird School of Global Management, he realized the plight of leaders, people of influence, and high achievers is losing themselves in pursuit of momentous achievement. Next-Level-logo

In 2011 Mycal founded Next Level Performance Consulting to build the fittest leaders by empowering Next Level men & women to prioritize their health, eliminate stress and create alignment between their habits and behaviors! Making space to be present for the things that matter: health, wealth, relationships and time.

Mycal has been featured on the Radio Business X Podcast, Barbell Shrugged, Barbell Business, Gym Lords, Theta Wave, Paradise Valley Lifestyle Magazine, Team Red, White & Blue’s “The Eagle” Podcast, and is a regularly featured speaker for Charles Schwab and Amazon.

The Next Level mantra is “Progress Always” because the journey is ongoing and the greatest stories are told through the process that is life. The story is in the logo. Why the 4th Star incomplete? Firstly, the stars are representative of Mycal’s military roots and service to others before self. The highest rank one can achieve in military service is symbolized by 4 stars.

The Next Level stars also represent what we should all be trying to achieve: our highest and best self. Stacked upon the foundation of your physical body, emotional, mental and spiritual states of being. The 4th star is broken because we will forever be a work in progress. This is a never ending journey.

Nicole-AndersNicole Anders, CEO of Next Level Performance Consulting, excels in leading the organizational process, coordinating the chaos, and assisting her husband and business partner to help executives and high performers make themselves a priority again by using the Next Level Method. Her value is in her exceptional attention to detail, strong communication skills, and the ability to take a vision and project from the starting line to the finish line.

For the past 10 years in various executive and personal assistant roles, Nicole coordinated and managed everything from travel, corporate meetings and conferences to cocktail and dinner parties, to founder’s dinner’s for top donors at multi-million dollar charity galas, by executing a discovery process of a team’s ultimate vision and making it become a reality.

Nicole is a former Division 1 basketball athlete and graduate from the University of Wisconsin- Milwaukee with a degree in Elementary Education. 

Connect with Mycal and Nicole on LinkedIn and Instagram, and follow Next Level on Facebook and Instagram.

Mycal-and-Nicole-Anders-Family

Tagged With: Agility, arizona, bodybuilding, Coach Derz, consulting, Crossfit, diet, Emotional, energy, entrepreneur, Entrepreneurship, finance, FitAid, Fitness, growth, Habits, Health, How To, inspiration, Leaders Forum, Leadership, Life, lifestyle, lose weight, MENTAL, mindset, motivation, Mycal Anders, Next Level, nutrition, obesity, performance, personal growth, Physical, podcast, Progress Always, Scottsdale, SPEED, spiritual, strength, Strength Coach, StrongCoffee, success, time, TYR, UNIVERSE, wealth, Weight Loss, wellness

Leading and Engaging Effectively

October 26, 2022 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
Leading and Engaging Effectively
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Bryan James and J.D. Mealor

Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank.

Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, all episodes of “Regions Business Radio” are available for download on Apple iTunes, iHeartRadio, Spotify, Google Podcasts, or wherever you enjoy your favorite podcasts.

On this episode, business owner Bryan James joins J.D. to discuss how to lead and engage effectively while managing a business.

Bryan James/Corporate Specialty Insignia

Corporate Specialty Insignia thinks DIFFERENTLY in developing solutions. How are you measuring the return on investment (ROI) or effectiveness of your branding campaigns or recognition programs? Did you know that the cost per impression of promotional products is less than 1 cent? Are you up to date with trending products? The team at Corporate Specialty Insignia thinks differently in their solutions to solving your branding objectives and creating employee recognitions, marrying best practices, case studies, collaboration, fostering ideas and passion for the project.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, 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, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

Tagged With: bryan james, corporate specialty insignia, Entrepreneurship, gwinnett bank, j.d. mealor, jd mealor, Leadership, promotional items, regions bank, regions bank podcast, regions business radio

Aaron Velky with Money Club and Devin Butler with Arizona Entrepreneurs

October 20, 2022 by Karen

Aaron-Velky-with-Money-Club-and-Devin-Butler-with-Arizona-Entrepreneurs-feature
Phoenix Business Radio
Aaron Velky with Money Club and Devin Butler with Arizona Entrepreneurs
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Aaron Velky with Money Club and Devin Butler with Arizona Entrepreneurs

Money-Club-Logo-FlatVersion1

Money Club is a community designed to help the employees of culture-driven companies build financial wellness into their lives. We are for people looking for a proven, formulaic approach to build generational wealth, produce passive income, and make smart decisions along their journey toward financial freedom. Learn more at www.wearemoneyclub.com

Aaron-Velky-Phoenix-Business-RadioAaron Velky is a keynote speaker, CEO and coach. His career has been dedicated to building movements, companies and leaders.

He’s coached and led workshops, retreats and leadership training for hundreds across the US, and continues to write, speak and create content for other emerging leaders and companies.

He’s the CEO of Money Club, an economic empowerment and financial wellness organization that blends personal finance with professional development.

He’s the author of Let Her Play, a book for sports coaches. And he’s a comic book nerd and adrenaline junky.

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

AE-Logo-dark-blue

Arizona Entrepreneurs is a community to help business owners build collaborative relationships with other like-minded entrepreneurs around the valley.

Devin-Butler-Phoenix-Business-RadioDevin Butler first discovered his true passion for entrepreneurship while he was in college in 2017.

Since then, he has successfully built one of the largest entrepreneur communities, Arizona Entrepreneurs, into a multiple 6 figure company and has brought together thousands of business owners.

Creating this community has given Devin the opportunity to speak on dozens of stages sharing his message that we’re all only ONE CONNECTION AWAY.

Connect with Devin on LinkedIn and Instagram.

Tagged With: arizona entrepreneurs, business owner, connections, entrepreneur, Entrepreneurship, executive coaching, financial wellness, networking, professional development, Team Building Retreats

Exploring Arizona’s Entrepreneurial Support Hubs E27

June 27, 2022 by Karen

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AZ TechCast
Exploring Arizona's Entrepreneurial Support Hubs E27
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Exploring Arizona’s Entrepreneurial Support Hubs E27

For years now, Arizona has caught the nation’s attention as the “Silicon Desert”, a major hot spot for technology companies and budding startups. Between the state’s lower business costs, more affordable standard of living and growing talent pool, it’s no surprise that Phoenix and Tucson are rapidly climbing the ranks of emerging international startup ecosystems.

The June 2022 episode of the Arizona Technology Council’s AZTechCast podcast featured startup ecosystem experts including Stephanie Bermudez, founder & CEO of Startup Unidos; Eric Smith, executive director of The University of Arizona Center for Innovation; and Diana Vowels, CEO of StartupAZ. These leaders joined Karen Nowicki, president and owner of Phoenix Business RadioX, and Steve Zylstra, president and CEO of the Arizona Technology Council, in discussing the statewide entrepreneurial support hubs that are helping to elevate technology-minded startup founders.

Throughout this hour-long episode, this panel of startup experts spoke at length about the evolution of Arizona’s regional startup ecosystems over the past five to ten years. Arizona used to be where companies put their back offices or inside sales operations because large technology companies did not realize the full potential of Arizona. At the time, startup ecosystems were also successful independently, but had not yet come together to support companies across the state. Over the past several years, the group of panelists has been very impressed by how the pieces are coming together to collectively support the growth of up-and-coming startup founders and their ventures.

Logo-UACI

The University of Arizona Center for Innovation (UACI) is a startup incubator network with locations across the Southern Arizona region. The UACI offers leaders of science and technology startups the expertise, connections to the University of Arizona, incubation programs and office and lab space needed to turn ideas and inventions into strong, scalable and sustainable businesses that ultimately provide high-paying jobs and fuel Southern Arizona’s economy.

As Arizona’s leading incubation organization with nearly two decades of successful outcomes, UACI is a critical component of Arizona’s innovation ecosystem. This is done through providing access to people, programming and places that help entrepreneurs take their companies from idea to market.

Startups go through a structured program that takes them through a continuum of education provided by mentors, advisors and community collaborators. The University of Arizona Center for Innovation also provides access to service providers, industry cluster groups, interns and connections to potential customers and strategic partners. Entrepreneurs utilize various physical spaces that include offices, wet and dry labs, meeting rooms, a prototyping center, collaboration areas and the infrastructure to support these spaces.

Eric-Smith-AZ-TechCastEric Smith brings with him almost a decade’s worth of technology commercialization experience and a passion for entrepreneurship.

Smith’s current role at the UA Center for Innovation comes after serving as the commercialization network manager for Tech Launch Arizona (TLA), the UA’s office responsible for moving UA research and technological innovation into the marketplace.

While at TLA, he focused on building and leveraging a network of domain experts and business leaders who consult on University technologies to help reveal their commercial relevance as they are prepared for the market.

Smith holds a BSBA in business management and entrepreneurship and an MBA from the University of Arizona.

Follow UACI on LinkedIn, Facebook, Twitter and Instagram.

Logo-Startup-Unidos

Since 2017, Startup Unidos has cultivated collaboration, innovation and entrepreneurship in border communities throughout the Arizona-Sonora region through ground-level programming that nurtures emerging companies, assists growing firms, builds the workforce of the future and supports partner organizations in reaching underserved pockets of the community.

Stephanie-Bermudez-AZ-TechCastStéphanie Bermúdez is an Ambos Nogales native and Latinx innovator, who has invested more than 15 years in understanding the local culture, building relationships, and earning the respect and loyalty of people and organizations at all levels of society.

Her innovative ideas create cross-border communities and environments that expand on binational relationships to encourage collaboration and co-inspiration. She focuses on building up entrepreneurial communities and networks, through events, training, consulting and research that extends beyond Southern Arizona.

Stéphanie displays an unwavering commitment to making an impact and is passionate about taking her experiences and shaping binational business opportunities with Mexico and the United States.

She is actively working with startups and aspiring youth across the Arizona-Sonora by developing and implementing Startup Unidos, entrepreneurial and workforce education, capacity building and youth programs, such as Waste Not: Borderlands Innovations in Food Waste Management, Emprende Amigo, and Borderoots.

Follow Startup Unidos on LinkedIn, Facebook, Twitter and Instagram.

StartupAZ exists to help Arizona’s most innovative startup companies improve their leadership, performance, and connections, while inspiring generosity and philanthropy within their communities. Up-Icon-Flywheel-blue1

The organization was created to catalyze Arizona’s technology and innovation ecosystem by connecting and empowering entrepreneurs.

Diana-Vowels-AZ-TechCastDiana Vowels is a community builder with a passion for driving the tech ecosystem forward in Phoenix.

She is the CEO of StartupAZ, the organization created to catalyze Arizona’s technology and innovation ecosystem by connecting and empowering entrepreneurs.

Diana, who has long been at the forefront of Arizona’s technology and startup community, joined StartupAZ in 2021 to help expand the organization’s talent attraction and development mission.

Prior to joining the team, she served as VP/Community and General Manager of Galvanize, where she led the launch of the software engineering and data science bootcamps and built the co-working space into a vital part of Phoenix’s startup fabric.

She currently serves on the Boys & Girls Clubs of the Valley and Invest Southwest board of directors, and was the 2021 chair for the annual Invest Southwest Venture Madness. Diana is a graduate of University of Missouri and has held executive roles in public and private companies in media, healthcare and technology.

Personal: Spouse, David Vowels, healthcare leader and two daughters.

Connect with Diana on LinkedIn and Twitter.

About AZ TechCastAZTECHCASTLOGOBRX-4-23-2020

AZ TechCast is dedicated to covering innovation and technology in Arizona and beyond.

Through the art of connected conversation, AZ TechCast’s guests will share their expertise, success stories, news and analysis about the region’s leading startups, companies and emerging technologies, as well as the latest industry trends and critical issues propelling the state’s growing technology ecosystem.

About Your Hosts

Steven-ZylstraSteve Zylstra serves as president and CEO of the Arizona Technology Council, a role he assumed in 2007. He is responsible for strategy, operations, finance and policy development. Zylstra is a vocal spokesman for the value technology can provide in raising social and economic standards in Arizona.

Zylstra serves on numerous councils, committees and boards, was named “Leader of the Year, Technology,” by the Arizona Capitol Times, and “Most Admired Leader” by the Phoenix Business Journal. In addition, he was awarded an honorary doctorate of science in technology from the University of Advancing Technology in Tempe, Ariz.

Zylstra earned a bachelor’s degree in automotive engineering technology from Western Michigan University.

KarenNowickiv2Karen Nowicki is a successful author, speaker and the creator of Deep Impact Leadership™ and SoulMarks Coaching™. She is a two-time recipient of the prestigious national Choice Award® for her book and personal development retreat. Karen was crowned the first-ever “Mompreneur of the Year” Award in 2010 for the southwestern states. She was recognized for her leadership, business acumen, and work-life balance.

Karen has been an expert guest on regional TV and radio shows, including Fox Phoenix Morning Show, Sonoran Living, Good Morning Arizona, The Chat Room, and Mid-Day Arizona. She has been a regular contributor to many print and online magazines – publishing articles and blogs for business and education.

In addition to working with private coaching clients, Karen is also the Owner & President of Phoenix Business RadioX. The Business RadioX Network amplifies the voice of business – serving the Fortune 500,000, not just the Fortune 500. Phoenix Business RadioX helps local businesses and professional associations get the word out about the important work they’re doing to serve their market, profession, and community.

Of all the experiences Karen has had the privilege of participating in over her vast career, she shares that Phoenix Business RadioX is a pinnacle adventure!

Connect with Karen on LinkedIn and follow Phoenix Business RadioX on Facebook and Instagram.

bianca-buliga-aztechcastBorn in Phoenix, Arizona, Bianca Buliga is a trilingual first-generation American of Romanian ethnicity. A marketing professional with experience in both the nonprofit and for-profit sectors, Bianca currently works as Director, Marketing & Communications for the Arizona Technology Council.

Previously, Bianca worked as Marketing Communications Lead at Proctorio, a learning integrity platform that offers remote proctoring software ensuring exam integrity for learners around the world.

Bianca also worked as Senior Marketing Manager at SEED SPOT, a social impact incubator that educates, accelerates, and invests in impact-driven entrepreneurs creating market-based solutions to social problems. In January of 2020, Bianca was selected as an awardee of the Mandela Washington Reciprocal Exchange Program and traveled to the African island of Mauritius to run entrepreneurship programming for 15 impact-driven ecopreneurs on behalf of the U.S. State Department’s Bureau of Educational and Cultural Affairs.

Bianca has also completed comprehensive consulting projects for IBM, ESAN Business School, and the Peruvian government, and interned at the Arizona House of Representatives and U.S. Embassy in Bucharest, Romania.

Bianca earned her Bachelor’s degree in International Affairs from Northern Arizona University in 2014 and her Master’s degree in Global Affairs and Management from the Thunderbird School of Global Management in 2017. She is an avid reader, yogi, and world traveler always planning her next trip.

Connect with Bianca on LinkedIn.

About Our Sponsor

The Arizona Technology Council, Arizona’s only statewide organization serving the technology sector, fosters a climate of innovation to enhance technology in Arizona.

A trusted resource in strengthening Arizona’s technology industry, the Council proactively eliminates impediments that companies face, accelerates the entrepreneurial mindset in the state’s expanding innovation ecosystem, and works to create a destination for companies to be, thrive and stay.

Follow Arizona Technology Council on LinkedIn, Facebook, and Instagram.

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Tagged With: Entrepreneurship, startups, Tech, yesphx

How to Live with Purpose with Laurel Elders and Kelly Lorenzen E14

September 30, 2021 by Karen

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Phoenix Business Radio
How to Live with Purpose with Laurel Elders and Kelly Lorenzen E14
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How to Live With Purpose With Laurel Elders and Kelly Lorenzen E14

In this month’s show, we hosted Kelly Lorenzen and Laurel Elders. Purpose is a lifelong pursuit and both Laurel and Kelly are experts in walking alongside others on that path. Tune in to this month’s show to learn how to take the first step in the thousand-mile journey in finding your true north.

You’ll want to listen to this show if you are worn out, feel like you’ve lost your direction in life, or want to home in on your true north. You are made for more. Uncover the essence of who you are and the essential ways to live the rest of your life on purpose.

KLM Consulting is a business development firm with over 18 years of award-winning business savvy. Their purpose is to foster the growth and prosperity of small businesses in our community.

Everything KLM does is to help small businesses build, grow, and sustain. They enable owners to get back to doing what they love about their business and bring them happiness. klm-logo-small

By offering business development strategy sessions, concierge services, consulting, marketing, project management, and social media training, KLM’s clients can continue to do what they love while having the support they need when they need it.

Kelly-Lorenzen-Phoenix-Business-RadioXKelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 18 years of business ownership experience. Kelly’s passion is helping fellow entrepreneurs and small business owners succeed. She has joined forces with other local experts to provide a multi-faceted team to help clients with all of their business development needs.

Along with being a CEO, Kelly is a mentor, mother, and philanthropist. Kelly’s Core Values are Fairness, Integrity, Family, Inclusion, Happiness, and Accomplishment.

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

We are here to elevate human potential. We, the Institute for Integrative Intelligence team, feel called to be a part of a much bigger movement towards integrative thinking and sustainability that is heart-centered, inspiring and empowering so that freedom, health and joy may be shared for generations to come.

We are here to serve people who also feel the call to support a shift towards sustainable, collaborative practices in business, management, leadership and personal evolution. We are here to provide the framework for global and economic empowerment and to inspire groups into ethical and viable professional practices.

We are here to help those on a mission to leave a positive legacy with their life’s footprint and to reach farther to create a much larger positive impact on people’s lives, both locally and globally.

We are here to see you graduate from our training with a solid foundation to successfully lead from your calling.

Laurel-Elders-on-Phoenix-Business-RadioXLaurel Elders is the Founder, CEO and a Lead Senior Faculty of the ICF Accredited, Institute for Integrative Intelligence, headquartered in Tucson, AZ.

She began her career as a coach in 2005 after noticing that we are living in pivotal times; corporations often place profit above people, individuals are feeling lost in the “rat race” and corporate drive is leaving the largest scale impact on the future of sustainability.

Laurel observed how coaching is powerfully tapping into the next phase of human potential in ways never before experienced and is contributing to powerful solutions.

Laurel invested in bringing the highest levels of coach training and mentoring, into a world that needs people’s gifts, talents, purpose and heart, now more than ever.

Her clients and students are torch holders for positive impact, locally and globally, in service to the success of generations to come.

Connect with Laurel on LinkedIn.

About Our People and Profit Co-Hosts

Sarah-McCrarenSarah McCraren is an Arizona native with a strong sense of community. Sarah spent many years in the corporate finance world specializing in the operational analysis, measurement and accountability systems, project management and software implementations. However, Sarah wanted to do work which was meaningful and would positively impact her community.

She found that saving lives and reducing injuries through comprehensive safety programs fit that bill. Sarah currently leads the McCraren Compliance team by keeping everyone focused on their primary purpose, creating workplaces where we all watch out for each other, and balancing the needs of all their stakeholders.

Sarah serves on the Boards for Conscious Capitalism Arizona and the Society for Mining, Metallurgy and Exploration Tucson Chapter, and is also active with the Arizona Builders Alliance, Arizona Rock Products Association , Arizona Transportation Builders and Women in Mining Az.

Sarah McCraren
Part of an Awesome Team
www.McCrarenCompliance.com
Creating Workplaces Where We All Watch Out for Each Other

JeremyDeisHostConsciousCapitalismEp1-e1539612502706No arm twisting is required to get Jeremy Neis, a CC Arizona leadership team member, to engage in conversation with impassioned business minds on the topic of leveraging enterprise to create long lasting advancements for humanity.

His two plus decades of entrepreneurial experience, leading strategic initiatives and tailoring solutions for organizations, families and individuals has led to a strong appreciation of the profound impact business wields over the people it serves and relies upon.

It is his delight to explore with inspiration, show guests their experiences, observations and approaches to doing business in a people centered manner.

About Our Sponsor – Conscious Capitalism Arizona

Business has the potential to be a powerful force for good. 

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. Conscious-Capitalism-Arizona-as-studio-sponsor-for-Phoenix-Business-RadioX

Good business is the answer to many of the global issues that humankind is facing. This is what we will dive into on the show.

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.

Tagged With: business ownership, Entrepreneurship, Institute for Integrative Intelligence, small business

Coconut Dreams E67

August 11, 2021 by Karen

Coconut-Dreams-E67-feature
Phoenix Business Radio
Coconut Dreams E67
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Tune into hear about CocoVinny’s long term goals and plans with giving back to the environment by planting coconut trees and providing the right tools to enjoy the delicious, and multi-functional coconuts.

He also shares his experience of being on ABC’s hit tv show Shark Tank and The Profit on CNBC. You don’t want to miss his song at the end of the show. Crowd pleasing comes easy to this entrepreneur.

CocoTaps is the first ZeroWaste certified food and beverage technology company. Seen on ABC’s hit tv show Shark Tank and The Profit on CNBC CocoTaps has partners with Mother Nature and is changing the world one Freshtapped coconut at a time. CocoTaps-Logo-Modern.png

Their products can be found in every major resort in Las Vegas and their patented technology is starting to make major in roads into the cap and straw sectors of the beverage industry.

CocoTaps is the world’s first patented #zerowaste coconut water removal system with ocean safe, backyard compostable Taps, making coconut water fun convenient and better for the planet.

CocoTaps has created the zero waste ultimate vacation beverage B2B distribution that’s now in most major 5 star resorts, juice bars, restaurants, and often part of music festivals in Las Vegas and beyond.

Their goal is to disrupt the status quo and innovate the coconut hydration and beverage sector by tapping into resorts, retail, theme parks, and cruise ships. Any places that currently serve artificial plastic packaged and processed coconut water will soon become CocoTaps customers.

CocoVinny-Zaldivar-CocoTapsCocoVinny Zaldivar prides himself as being a problem solver, Eco-Inventor, Zero Waste Educator, and Speaker. He’s been featured on #TheProfit on CNBC and ABC hit TV Show Shark Tank.

When not spreading the CocoLove gospel, CocoVinny can be seen playing ukulele and working on the CocoFarm project where the goal is to plant 1,000,000 coconut trees in Hawaii and Puerto Rico.

CocoVinny has founded and funded a variety of business ventures over the past 20 years. He plans to spend the rest of his career as The Chief Coconut-In-Charge at CocoTaps.com.

Connect with CocoVinny on LinkedIn and follow CocoTaps on Instagram and Twitter.

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-3698871-080221

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: biodegradable, branded coconuts, Compostable, Entrepreneurship, ZeroWaste

Chess Britt, Entrepreneur and Author – Manny Carrillo, El Tacoman Mexican Street Food

July 12, 2021 by Rose

Chess Britt and Manny Carrillo
North Georgia Business Radio
Chess Britt, Entrepreneur and Author - Manny Carrillo, El Tacoman Mexican Street Food
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What do wisdom, entrepreneurship, and TACOS have in common?

Dr. Bill Lampton and I are speaking with Chess Britt about what his retirement from a 36-year career with Primerica looks like, the impact that career had on his first book “Seek to Be Wise,” the book he’s currently writing, and how he’s helping other entrepreneurs.

Chess grew up in a small town in rural Georgia.

Chess is a 1978 graduate of the University of Georgia, and he worked in various leadership roles for Primerica, the largest financial services marketing organization in North America, for more than 36 years. He served as the company’s chief marketing officer from 2010 to June 2018. His advice and wisdom have been sought throughout his career by CEOs, executives, highly successful members of the sales force, the management team, employees, and their representatives.

Chess has spent a lifetime studying successful people from all walks of life. He believes his observations, which have proven to be invaluable in his own journey, will help his readers become better versions of who they were meant to be, no matter what career or life path they are on.

Manny and Katie from El Tacoman gave new meaning to “Taco Tuesday” at the studio this week — and it was DELICIOUS!

Their food truck business not only survived the pandemic, but it is also thriving thanks to their creativity and willingness to think outside the box.

From California to Georgia, from bouncer to El Tacoman, from employee to entrepreneur, Manny and Katie are definitely El Rey and La Reina of Mexican Street Food in our local North GA area.

Connect with Chess Britt

https://chessbritt.com/

https://www.instagram.com/chess.britt/

https://www.facebook.com/chessbrittauthor

https://www.linkedin.com/in/chess-britt-49916619b/

Connect with El Tacoman — Manny Carrillo

https://www.facebook.com/SpotElTacoman/

https://www.instagram.com/eltacomanstreettacos420/

 

Tagged With: Chess Britt, El Tacoman, Entrepreneurship, Manny Carrillo, North GA Business RadioX, Seek To Be Wise

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