Family Business Radio Archives - Page 4 of 12

Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

March 4, 2024 by John Ray

Family Business Radio

Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

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Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed how effective questions build trust, both those you ask and those asked of you by your advisors.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. 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 of 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 by following this link.

Casey Jenkins, Eight Twenty-Eight Consulting

January 11, 2024 by John Ray

Family Business Radio

Casey Jenkins, Eight Twenty-Eight Consulting

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Casey Jenkins, Eight Twenty-Eight Consulting (Family Business Radio, Episode 52)

On this episode of Family Business Radio, host Anthony Chen welcomed Casey Jenkins, CEO of Eight Twenty-Eight Consulting. Casey shared her journey from aspiring to be a meteorologist to falling into the supply chain industry by chance and staying by choice. Casey shared insights on managing processes and disruptions in supply chain business, emphasizing the significance of understanding the sequence of operations. She highlighted the need for companies, particularly small businesses, to identify their core capabilities and take incremental steps towards improvement. Furthermore, she underscored the importance of having a risk management plan to navigate different potential business disruptions.

Host Anthony Chen closed the show with a brief commentary on the value of taking just one small step in financial planning.

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

Casey Jenkins, Founder and CEO, Eight Twenty-Eight Consulting

Casey Jenkins (CJ), the Owner of Eight Twenty-Eight Consulting LLC, stands out as a results-oriented business professional specializing in supply chain and process improvement. With a rich background encompassing over a decade of diverse supply chain experience, Casey holds dual master’s degrees in Supply Chain Management and Project Management, accompanied by a Black Belt in Lean Six Sigma. She adeptly combines her educational prowess and hands-on experience to navigate and resolve intricate supply chain challenges, consistently achieving maximum results and operational excellence.

A demonstrated track record in the strategic execution of various project types across numerous industries serves to highlight Casey’s expertise. Notably, she has successfully generated approximately $15 million through key initiatives and the completion of over 20 projects throughout her career.

In the ever-evolving landscape of the supply chain industry, Casey remains committed to staying ahead of emerging trends and technologies. Her pursuit of a Doctor of Business Administration in Supply Chain Management and Logistics, which will begin in January 2024, exemplifies her commitment to lifelong learning. Casey thrives on collaboration and actively engages in networking to enhance her knowledge.

Beyond her professional endeavors, Casey is an active community member in Savannah, GA, participating in volunteer work and church activities. A fitness enthusiast, she commits to twice-daily gym sessions. Casey shares her life with two Mini-Aussiedoodles, Skye and Enzo, whom she cherishes spending time with when not immersed in her professional pursuits.

Eight Twenty-Eight Consulting LLC

With a mission to propel businesses and supply chains forward, Eight Twenty-Eight Consulting is your strategic partner in supply chain and process improvement. Employing a distinctive blend of execution-style methodology, strategic expertise, and elevated interactions, solutions are crafted with a forward-thinking mindset.

Eight Twenty-Eight Consulting transcends beyond a one-time transaction; it’s about lasting support and tailored solutions that enhance your core capabilities. Drawing on over a decade of experience and a rich educational background, forward-thinking solutions are delivered that are easy to implement, sustainable through company growth, and evolve seamlessly with industry changes.

As a catalyst for success, Eight Twenty-Eight Consulting challenges the status quo, recognizing the uniqueness of every organization.

Reach out today to find out how to Take Your Company to the Summit.

Website | LinkedIn | Instagram | YouTube

Topics Discussed in this Episode

00:06 Introduction to Family Business Radio
00:29 Meet the Guest: Casey Jenkins
00:42 Casey’s Journey into Supply Chain Management
02:33 Demystifying Supply Chain
04:25 The Intersection of Meteorology and Supply Chain
06:14 The Impact of COVID-19 on Supply Chain
07:27 Understanding ‘Just in Time’ and ‘Just in Case’
09:53 How 828 Consulting Helps Businesses
15:48 The Importance of Risk Management
32:21 Managing Stress in the Supply Chain Industry
37:18 When to Seek Help for Your Business
39:49 Conclusion and Contact Information

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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.

The complete show archive of Family Business Radio can be found by following this link.

Elizabeth Ji, The Ji Law Firm, and Dr. Remmya Nair, Our Family Doc

December 14, 2023 by John Ray

Family Business Radio

Elizabeth Ji, The Ji Law Firm, and Dr. Remmya Nair, Our Family Doc

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Elizabeth Ji, The Ji Law Firm, and Dr. Remmya Nair, Our Family Doc (Family Business Radio, Episode 51)

On this episode of Family Business Radio, host Anthony Chen welcomed professional services firm owners, attorney Elizabeth Ji, and primary care physician Dr. Remmya Nair. Elizabeth shared her journey into law, the challenges and opportunities of being a corporate immigration attorney, and the importance of understanding the myriad roles within this field. Dr. Nair discussed her inspiration to enter medicine, the concept of direct primary care, and the flexibility provided by this healthcare model. Both guests highlighted their dedication to their clients and patients, as well as the personal fulfillment gained from their individual entrepreneurial journeys.

Host Anthony Chen closed the show with thoughts on thinking outside the box when it comes to planning retirement.

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

Elizabeth Ji is the founding attorney of The Ji Law Firm, headquartered in Atlanta, Georgia. The focus of the firm is corporate and family immigration. Elizabeth earned her Juris Doctorate from Atlanta’s John Marshall Law School while working full-time at a US subsidiary of a foreign company.

Elizabeth has extensive experience and knowledge in the field of immigration law and has been recognized as a 2023 Georgia Super Lawyer, Rising Star. Prior to practicing law, Elizabeth earned her Bachelor of Arts with dual majors in Political Science and International Studies from The Ohio State University in Columbus, Ohio. Because of her tenacity, commitment to excellence, and hard work, she was the recipient of several prestigious academic scholarships.

Her passion is focused on providing corporations, individuals, and families with well-planned and well-executed immigration plans because they deserve it. Having navigated the immigration system by designing hundreds of immigration strategies, Elizabeth understands how to approach each case with a keen eye for the most direct route to the client’s desired outcome. The team at The Ji Law Firm serves clients across the United States with professionalism and compassion.

The Ji Law Firm specializes in business immigration law because they believe that employers deserve access to the highest quality talent, and sometimes that talent is outside of the US. Business immigration law is their business.

Their team is passionate about helping business owners, investors, entrepreneurs, human resources professionals, individuals, and families with immigration law matters. They serve clients in the United States and beyond.

Access the world’s highest-quality talent. With their professional guidance and support, companies can draw from a global pool of skilled professionals to create a vibrant workforce that transcends boundaries. No matter where they come from, individuals with remarkable skill sets are empowered to take their talents into virtually any business environment, thanks in part to The Ji Law Firm’s immigration services.

Unlock your business’s potential for success by discovering how you, too, can benefit from hiring talented workers across borders—and maybe even oceans—with their experienced business immigration team.

Website | LinkedIn | Facebook | Instagram

Dr. Remmya Nair, Founder, Our Family Doc

Dr. Remmya Nair is a board-certified family physician who has been practicing since 2015.

Throughout my years in private practice and in large hospital systems, it became evident that patients, just like physicians, felt frustrated with the crippled healthcare system and the arduous management of insurance companies. Personalized care took a backseat, and patients began to feel like numbers instead of individuals. Additionally, Dr. Nair was discouraged that she was not able to spend enough time with my patients and that she was being required to complete countless administrative tasks in an effort to keep the insurance companies happy rather than my patients.

Her disappointment led her to explore alternative options to provide better care. The obstacles her patients had to face, along with her drive as to why she became a physician in the first place, motivated her to open Our Family Doc.

By offering a membership model, she can devote more time to her patients and their families, gaining a greater understanding of them as individuals. This means she is no longer forced to fit patients into limited time slots, and surprise billings and insurance paperwork is no longer an issue. Think of it as bringing back old-fashioned medicine with a modern touch.

As a physician, she values the relationship she develops with her patients and the time they spend together. Dr. Nair believes a strong relationship with the patient is fundamental to providing exceptional care.

Dr. Nair’s philosophy of taking care of her patients has always been the same as the way she would want to be taken care of for herself and her family. She looks forward to building a practice that puts her patients and their health as top priority. With everyday life getting more stressful and busy, taking care of our health should be stress free.

Our Family Doc

Our Family Doc’s goal is to provide compassionate, personalized care that has been a hallmark of general practice since the beginning of time, while integrating the newest medical technology available today.

Website | Instagram | Facebook

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 are 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.

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

What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

December 14, 2023 by John Ray

Family Business Radio

What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

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What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen spoke about what makes a financial plan successful.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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.

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

Amanda Curd, Anchor Pilates, and Aaron Thomas, Prenups.com

November 16, 2023 by John Ray

Family Business Radio

Amanda Curd, Anchor Pilates, and Aaron Thomas, Prenups.com

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Amanda Curd, Anchor Pilates, and Aaron Thomas, Prenups.com (Family Business Radio, Episode 50)

On this episode of Family Business Radio, host Anthony Chen welcomed Amanda Curd, founder of Anchor Pilates, and Aaron Thomas, the mind behind Prenups.com. Amanda shared her career journey from being a physical therapist to opening her own Pilates studio, focusing on functional movements and promoting overall physical and mental strength. She discussed tailored practices for clients from different backgrounds, including those with specific needs due to conditions like cerebral palsy.

Aaron explained the concept and importance of prenuptial agreements as a tool for financial transparency, communication, and fairness in marriage. Aaron emphasized the need for such arrangements to avoid potentially destructive debates and stressors later in the marriage.

Anthony followed up with his guests about what they’ve seen as common reasons for failure in their clients. He concluded the show with comments about commitment and communication as critical to success.

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

Anchor Pilates

Anchor Pilates specializes in one on one Pilates sessions. Amanda, owner of Anchor Pilates, brings her extensive background in movement analysis and function to the Pilates studio. Strength, balance, and posture, and how they relate to the individual client, are the cornerstones of Anchor Pilates. She uses the Pilates method and background as a physical therapist to get the most out her clients to help them get the most functional movement in their lives. That functional movement is dependent on the client’s life goals. Anchor Pilates takes the life goals and uses the strength, balance, and posture you gain from Pilates to anchor to life.

Website | Facebook | Instagram | YouTube

Amanda Curd, Owner/Instructor, Anchor Pilates, LLC

Amanda Curd is the owner of Anchor Pilates, LLC, located in Alpharetta, GA. She is also a licensed physical therapist, has a degree in Food and Nutrition, and holds varying Pilates certifications. She lives with her husband David and loves visits with her son who is at college. She enjoys all things fitness and nutrition.

In her spare time, she enjoys cooking, knitting, and taking long walks.

Prenups.com

Marriage is the most important legal contract you’ll ever sign, but no one has read it!

Today, the average couple has 8–10 bank accounts, 6-7 credit cards, equity in a property, multiple retirement accounts, tens of thousands in student loans, multiple vehicles, two jobs, and possibly a business, brokerage accounts, and inheritance. It is important to combine your financial lives fairly to avoid a messy end to a marriage, which can cost tens of thousands of dollars and have a devastating impact on each spouse’s life, children, and financial future.

Prenups.com has developed a plan for you to get married and structure your finances in a way that avoids the most common confusion and arguments couples have when it comes to their finances.

Often maligned, and seen as planning for the end of the marriage before it begins, or as a tool only for the ultra-wealthy, you can use this contract to lay the financial foundation for a happy marriage.

They’ll provide you with a customized playbook that eliminates the confusion about relationship finance, ensures you and your spouse have agreed to a fair plan for managing your money, and gives you the tools to plan for a long marriage together.

Website | LinkedIn | Instagram | YouTube

Aaron Thomas, Founder, Prenups.com

As a three-time winner of Atlanta’s Best Divorce Attorney, Aaron Thomas is one of the nation’s top experts in family law issues. He is a 2002 graduate of Harvard Law School, and from 2015-2022, his firm Aaron Thomas Law, was recognized by peers as one of the fastest growing family law firms in the state of Georgia. With clients ranging from NBA hall of famers and Superbowl winners to Grammy award winning artists, Aaron has extensive experience representing his clients in a range of family law matters, including divorce, custody, child support, and prenuptial and postnuptial agreements.

As founder of Prenups.com, Aaron is widely viewed as the go-to source for writing fair prenups. He carries a fundamental belief that establishing a solid financial foundation during engagement can prevent many common marital disputes, and that fair prenups help create happy marriages.

Aaron is also the author of The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage.

Anthony Chen, Host of Family Business Radio

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.

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

October 31, 2023 by John Ray

Family Business Radio

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

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The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen spoke about the value of having a team of partners for the business planning process.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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 of 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.

Paul Zanardo, Zanardo Dezignz, LLC, and Sheldon Guan, Pro Computer

October 16, 2023 by John Ray

Family Business Radio

Paul Zanardo, Zanardo Dezignz, LLC, and Sheldon Guan, Pro Computer

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Paul Zanardo, Zanardo Dezignz, LLC, and Sheldon Guan, Pro Computer (Family Business Radio, Episode 49)

On this edition of Family Business Radio, host Anthony Chen was joined by two superb business owners, Paul Zanardo, Zanardo Dezignz, LLC, and Sheldon Guan, Pro Computer.

Paul talked with host Anthony Chen about how he got into the web design business, the services they offer, and mistakes business owners often make when trying to create their own websites. He also discussed recent changes in SEO, the need for alternative text, mobile design, recent features added to Wix, and much more.

Sheldon Guan, owner of Pro Computer, shared with Anthony about his experience in IT and moving from Canada in retail computer sales to an opportunity in Georgia. He discussed what kinds of repairs he can do to save a computer from the landfill, refurbishing machines, the resale machines he has available, other services he provides, and more.

Anthony posed a final question for Paul and Sheldon about the advice they would give their younger selves just starting out.

Anthony concluded the show with comments about finding the right professionals to assist with planning and needs beyond the business owner’s skillset.

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

Zanardo Dezignz, LLC

Zanardo Dezignz LLC is the Lawrenceville-based professional service provider offering fully integrated digital branding solutions through website development, SEO, graphic design, printing, and digital marketing. Some of their clients include Above & Beyond Cabinetry LLC, K&J Mechanical, Joe Sells GA with Keller Williams, and Hickory’s Trail.

Website | Facebook | Instagram | LinkedIn | Twitter

Paul Zanardo, CEO / Founder, Zanardo Dezignz, LLC

Paul Zanardo is the CEO and founder of Zanardo Dezignz LLC. He has over 20 years of sales management and marketing experience at companies such as TruGreen and Luxottica with a proven track record of growth in the areas of marketing and new client revenue.

He excelled in these fields but often thought about how he could improve the overall customer experience and desired to spend more time with his family. After lots of prayer and soul searching, he decided to go back to school and get his degree in graphic design with a study in website development.

His company is now quickly approaching 8 years of serving his community as a professional service provider. His wife, Amy, is their lead graphic designer and content editor. She earned this position by helping him study for his degree and collaborating with him through the entire process. Their son Anthony is a sweet, creative 7-year-old that also aspires to own a creative business as well.

Pro Computer

Pro Computer was established in 2008, at Mall of Georgia, in Buford. Once expanded with a 2nd store in Cumming for 3 years. As the fast pace and continuous changes of computer industry, Pro Computer business scope keeps updating to adapt the market. What never changes is custom satisfaction focus by deliver value products and quality services.

Since 2023, Pro Computer renovated itself again, and relocated to Alpharetta, the center of IT, to be closer to the mass computer users. With 24×7 text service through business number 770-932-3020, quote request submission on website procmog.com, clients can save a trip to know how much it cost to repair the computers, and get quick help on urgent situation like liquid spill, suspicious onscreen browser webpage, computer error messages.

Website | LinkedIn

Sheldon Guan, PMP, Owner, Pro Computer

Sheldon has been owner of Pro Computer since 2008. After 15 years at Mall of Georgia in Buford, they moved to Alpharetta.

Sheldon has more than 29 years in the IT industry. When he emigrated to Canada, he began working in computer retail until he had the opportunity to start his own store in Georgia.

Sheldon is a certified PMP.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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.

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

Being Proactive To Reach Your Goals, with Anthony Chen, Host of Family Business Radio

October 2, 2023 by John Ray

Family Business Radio

Being Proactive To Reach Your Goals, with Anthony Chen, Host of Family Business Radio

00:00 /

Being Proactive To Reach Your Goals, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed being proactive by working with a team of experts to mitigate risk and reach your financial goals.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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 of 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.

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners

September 15, 2023 by John Ray

Family Business Radio

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners

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Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners (Family Business Radio, Episode 48)

Jeremy Stevenson, Founder and Managing Partner of iBridge Global Partners, and Kurt Seiler and Hannah Odonoghue, Risk Advisors with Baldwin Risk Partners, joined host Anthony Chen. Jeremy discussed his work with family businesses, including common issues he sees and the approaches he takes to advising on growth and exit planning. Kurt and Hannah, personal risk advisors with Baldwin Risk Partners, covered how they work for the client directly, the personal and business risks their firm can help mitigate, and more.

Anthony had a follow-up question for the guests about the advice they would give their younger selves just starting out.

He wrapped up the show with comments about being proactive and contacting professionals to protect your assets.

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

iBridge Global Partners

iBridge Global Partners, specializes in helping family business owners navigate the complexities of doing business with family.

With a focus on growth, streamlining, and long-term viability, they excel in optimizing governance, fostering sustainable growth, and crafting transition plans that secure legacies.

Jeremy Stevenson, Managing Partner, Founder, iBridge Global Partners

Jeremy founded iBridge to get back to what he loves, helping family businesses achieve their goals. He co-founded and sold a $1B+ company, has helped over 100 family businesses achieve their goals, and ran two family businesses.

Outside of business, he mentors military veterans, advocates for animal welfare, is a car and bourbon enthusiast, and tries to play golf.

Kurt Seiler and Hannah Odonoghue, Personal Risk Advisors, Baldwin Risk Partners (BKS Partners)

**Kurt Seiler and Hannah Odonoghue, Risk Advisors, Baldwin Risk Partners (BKS Partners)**

Baldwin Risk Partners is a risk management firm and insurance brokerage specializing in custom insurance solutions. With over 40 insurance carrier partners they are able to comprehensively write policies and competitively price almost any risk. They work for the client directly – not any single insurance company, and our focus is protecting what you’ve built. Property, Casualty, Liability, and business insurance.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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.

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