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Juli Shulem, Coach Juli

April 18, 2023 by John Ray

Juli Shulem, Coach Juli
Family Business Radio
Juli Shulem, Coach Juli
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Juli Shulem, Coach Juli

Juli Shulem, Coach Juli (Family Business Radio, Episode 43)

On this episode of Family Business Radio, host Anthony Chen welcomed executive coach Juli Shulem. Juli shared how she got started, why she’s so passionate about her work, how she coaches her clients to improve their productivity, success stories, and much more. Anthony ended the show with a commentary and ideas on ways to get out of a rut.

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

Coach Juli

Coach Juli, LLC is a female-owned company that has been in business for decades. Juli Shulem offers 1:1 Coaching for Entrepreneurs, Solopreneurs, & Executives; Group Coaching; and Presentations both in-person and virtual. Juli also has an on-demand course entitled: “Your Life Productive…Finally!” which can be purchased and accessed directly from her website: www.CoachJuli.com.

Juli Shulem speaks, trains, and writes in all areas around Productivity. Contact her at Balance@CoachJuli.com to find out about having her speak to your group or department about becoming better organized and more productive. Topics and content are created specifically for each group with a wide variety of subjects to choose from.

Website | Facebook | Instagram | Twitter

Juli Shulem, Productivity Coach / Industrial-Organizational Psychologist, Coach Juli

Juli Shulem, Productivity Coach / Industrial-Organizational Psychologist, Coach Juli

Coach Juli Shulem, M.S., PCC, CPC began as an Efficiency Specialist and Professional Organizer decades ago. As a Productivity Coach & Industrial-Organizational Psychologist, she is an expert in dealing with the many challenges of those struggling with more difficult organizing, relationship, professional and personal management issues. With coaching, her clients become more efficient, less stressed, and better able to manage their time so they can enjoy life more fully. She coaches around overwhelm and frustration reduction, productivity, task/time management, organizing, efficiency, prioritizing, decision-making, workflow management, impulse control, as well as the special day-to-day challenges of handling life with ADHD – for those who have it.

Having been an entrepreneur and solopreneur her entire career, most of her clients tend to be Entrepreneurs, Solopreneurs, and Corporate Leaders from around the world. Clients benefit from learning her techniques to help with focusing, organizing, dealing with distraction, plus creating structure, systems, and boundaries. She works 1:1 with clients, in groups, as well as providing seminars and presentations to businesses and corporations.

Her articles are published both on her blog and on multiple social media channels. She has authored several books, has been interviewed on many platforms, and appears on multiple podcasts nationwide.

Coach Juli Shulem, M.S., CPC, PCC is a member of ICF (International Coaching Federation), ICF-GA (Georgia Chapter), Positive Intelligence Coaching, and ACO (ADHD Coaches Organization).

LinkedIn

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.

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.

Tagged With: Anthony Chen, Coach Juli, Family Business Radio, financial planner, financial planning, Industrial-Organizational, Industrial-Organizational Psychologist, Juli Shulem, Lighthouse Financial, Lighthouse Financial Network, productivity, Productivity Coach, psychologist

Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio

March 27, 2023 by John Ray

Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio
Family Business Radio
Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio
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Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio

Risks and Being Consistent, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended that you be consistent with your goals and risks. He also says that it’s more than just the dollar signs when it comes to leveling up one’s net worth. It’s also about those intangibles that really help improve one’s career, like networking and leadership development.

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

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.

Tagged With: Anthony Chen, Being Consistent, Family Business, Family Business Radio, financial planner, financial planning, leadership development, Lighthouse Financial, Lighthouse Financial Network, networking, networth, Risks

Eric Holtzclaw, Liger Partners, and Maxwell Bentley, Bentley Media

March 17, 2023 by John Ray

Eric Holtzclaw, Liger and Maxwell Bentley, Bentley Media
Family Business Radio
Eric Holtzclaw, Liger Partners, and Maxwell Bentley, Bentley Media
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Eric Holtzclaw, Liger and Maxwell Bentley, Bentley Media

Eric Holtzclaw, Liger Partners, and Maxwell Bentley, Bentley Media (Family Business Radio, Episode 42)

On this episode of Family Business Radio, host Anthony Chen welcomed business leaders Eric Holtzclaw and Maxwell Bentley. Eric Holtzclaw shared Liger’s work in B2B marketing, why most B2B marketing is boring and therefore indistinguishable, how a company’s marketing strategy should be affected by its succession plans, and much more. Maxwell Bentley discussed his early love of video, what inspired him to start his video agency, some of the most powerful case studies for video, and much more. Anthony closed the show with a commentary on being consistent and investing in oneself. 

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

Liger Partners

Liger Partners is a hybrid marketing firm, the lovechild of a brand strategy consultancy and a production house that offers the full range of content and creative services. Liger will be your entire marketing department or your entire marketing department’s favorite people to work with.

Liger saves the world from boring, broken marketing by putting businesses in brand therapy so they can express their most authentic, memorable selves. They believe a brand’s story, what makes it unique, is what makes it great.

They use this truth to build a solid marketing foundation, and then they’re ready to share a healthy brand with the world. Combining an understanding of the business, the brand, and the current climate, they make relevant, bold work so a brand can really be known.

Website | Facebook | Instagram | LinkedIn | Twitter

Eric Holtzclaw, Partner and Chief Strategist, Liger Partners

Eric Holtzclaw, Partner / Chief Strategist, Liger

Eric V. Holtzclaw is a visionary, “idea guy,” and serial entrepreneur with over 25 years of experience whose tech background and experience founding and scaling businesses led him to be a sought-after expert to Fortune 500, Global 2000, and mid-sized companies for applying the best technology and techniques to support overall marketing goals. Today, Eric is a Co-Founding Partner and Chief Strategist for the full-service marketing firm, Liger, combining his three loves: business, technology, and people.

Holtzclaw has contributed to magazines and online publications and wrote the book “Laddering: Unlocking the Potential of Consumer Behavior.” He’s also a host of The Claw podcast where he interviews business owners and entrepreneurs, allowing them to share their insights and marketing expertise.

Out of all the ideas he’s brought to life, Eric says his daughter is his greatest one.

LinkedIn | Twitter

Bentley Media LLC

Bentley Media is a video marketing agency that produces nonprofit fundraising films and brand marketing videos for clients across the globe. Their “done-with-you” approach has created authentic, powerful videos for clients of all sizes.

Website | Facebook | Twitter | LinkedIn | Instagram 

Maxwell Bentley, Founder and Chief Storyteller, Bentley Media

Maxwell Bentley, Founder & Chief Storyteller, Bentley Media

Maxwell Bentley is a video producer known for launching high-performing video marketing strategies for brands across the globe. He has partnered with Roblox, Hyundai, Quantum Bank, and an extensive clientele of nonprofits and small businesses. He is the Founder & Executive Producer at the Bentley Media Group, a video marketing agency that was named a finalist for Forsyth County Business of the Year in 2018 and 2019. His agency has generated over 100,000,000 trackable video impressions that have translated to millions of dollars in sales revenue for his clients since 2015.

In 2022, he produced a donor appeal film for Meals By Grace, a Georgia nonprofit dedicated to feeding hungry children, that helped raise over $187,000 for the organization. He was subsequently named to the University of North Georgia’s inaugural 20 Under 40 Alumni class. In 2017, he produced a trailer for the Xbox title Super Bomb Survival and served as the lead editor for the Roblox app trailer.

He serves on multiple advisory boards and has partnered with area schools to help prepare rising talent for the demands of the Georgia film and video production industry. He exists to form meaningful relationships where his clients and his staff feel successful.

LinkedIn

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.

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.

Tagged With: Anthony Chen, Bentley Media, Bentley Media LLC, digital marketing, Eric Holtzclaw, Family Business, Family Business Radio, financial goals, financial risks, Liger, Lighthouse Financial, Lighthouse Financial Network, marketing, Maxwell Bentley, nonprofit marketing, story-telling, succession planniing, video marketing

Building Your Net Worth, with Anthony Chen, Host of Family Business Radio

February 27, 2023 by John Ray

Building Your Net Worth
Family Business Radio
Building Your Net Worth, with Anthony Chen, Host of Family Business Radio
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Building Your Net Worth

Building Your Net Worth, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended that business owners, young entrepreneurs, and team members focus on networking and implementing risk mitigation strategies. Anthony says that these are the first steps to building and securing one’s net worth.

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

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.

Tagged With: Anthony Chen, Building Your Net Worth, Family Business, Family Business Radio, financial planner, financial planning, Lighthouse Financial, Lighthouse Financial Network, net worth, networking, risk mitigation, risk mitigation strategies

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

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

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

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.

LinkedIn

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, 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.

LinkedIn

 

 

 

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, 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.

LinkedIn

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 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.

LinkedIn

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.

Tagged With: Anthony Chen, Assistive Technology, Board Director, commercial insurance, Cutting Edge Firewood, Family Business, family business advisors, Family Business Radio, financial advisor, Firewood, insurance agent, Leroy Hite, Lighthouse Financial, Lighthouse Financial Network, Loh Medical, patient advocate, physical disabilities, promote mobility, Purity Patient Advocates, Steven Lustig, sutter mclellan & gilbreath, Sylvia Reisman, todd souto

Start Simple, with Anthony Chen, Host of Family Business Radio

January 23, 2023 by John Ray

Start Simple, with Anthony Chen, Host of Family Business Radio
Family Business Radio
Start Simple, with Anthony Chen, Host of Family Business Radio
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Start Simple, with Anthony Chen, Host of <i>Family Business Radio</i>

Start Simple, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended that you start simple when it comes to financial planning.

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

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 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.

Tagged With: Anthony Chen, Family Business, Family Business Radio, financial planner, financial planning, Lighthouse Financial, Lighthouse Financial Network

Rachel Donnelly, Black Dress Consultants and Derek Chard, Payroc/TWC Atlanta Inc.

January 12, 2023 by John Ray

Rachel Donnelly, Black Dress Consultants and Derek Chard, Payroc/TWC Atlanta Inc.
Family Business Radio
Rachel Donnelly, Black Dress Consultants and Derek Chard, Payroc/TWC Atlanta Inc.
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Rachel Donnelly, Black Dress Consultants and Derek Chard, Payroc/TWC Atlanta Inc.

Rachel Donnelly, Black Dress Consultants and Derek Chard, Payroc/TWC Atlanta Inc. (Family Business Radio, Episode 40)

On this episode of Family Business Radio, host Anthony Chen welcomed two esteemed business owners to the studio. Rachel Donnelly discussed her personal history with loss and what motivated her to create Black Dress Consultants, the services they provide, and much more. Derek Chard talked about the biggest concerns local business owners face in today’s economy, the biggest misconceptions of the merchant services industry, advances in technology and how that changes business, and much more. Anthony closed the show with a commentary on how financial planning can be overwhelming. He suggests starting somewhere small and keeping it simple.

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

Black Dress Consultants

Black Dress Consultants handle the business of death so you don’t have to. By coordinating with attorneys, financial advisors, accountants, etc., they offload the administrative tasks that come with legacy planning and after loss, so you can focus less on the logistics and more on creating space to live worry-free and grieve peacefully.

Website | LinkedIn | Facebook | Instagram | Twitter

Rachel Donnelly, Owner / CEO, Black Dress Consultants

Rachel Donnelly, Owner / CEO, Black Dress Consultants

Some days Rachel Donnelly feels like a real-life Little Orphan Annie whose life should be subtitled “Death Becomes Her.” (She’s joking! Sort of.)

Growing up, Rachel used to accompany her father on his house calls and hospital rounds, which gave me a deep understanding of compassion and leaning into hard spaces. When she was 16, my father passed away at the age of 48. A few years later, she moved my grandmother to an assisted living home where she passed shortly after. Several years later, her mother was diagnosed with cancer and passed away shortly thereafter. Her passing left Rachel with five houses to clean out and sell, as well as her role as caregiver for her uncle.

After Rachel’s uncle passed away, she assumed the role of Co-Executrix of his estate. Needless to say… she’s dealt with a lot of death. And in these instances — especially the two where she was Executor — there were so many decisions to make and tasks to complete. And she was doing it all while trying to work full time, raise two small kids, run a house and stay married (because let’s be honest… life never stops, not even for death).

Rachel vividly remembers standing in the parking lot of the bank after spending hours trying to (unsuccessfully) open an estate banking account and thinking to herself, “Why isn’t there someone who can help project manage this dumpster fire?!” Which is how Black Dress Consultants came to be.

She created this business because this is the service she wishes she had available to her then. Many times over, Rachel has been where you are right now. She understands how overwhelming and emotionally taxing it can be. But you don’t have to do this alone.

The Black Dress Consultants are here to help you manage the expected and unexpected of end-of-life. Whether you’re looking for someone to help legacy plan, or you’re dealing with the loss of a loved one and don’t know where to start, they have ample experience in taking tasks off your plate so you can free up space to breathe.

LinkedIn

Payroc/TWC Atlanta Inc.

Payroc is a full-service payment processing company headquartered in Chicago, Illinois. They also have a headquarter office right here in Atlanta, GA. They pride themselves in taking a consultative approach with business owners to improve their payment acceptance processes while mitigating the cost of payment acceptance, specifically credit card acceptance. They have a plethora of networks, software, and hardware to best serve the clients’ needs.

Website | Facebook | Twitter | LinkedIn | Instagram 

Derek Chard, Owner, Payroc/TWC Atlanta Inc.

Derek Chard, Owner, Payroc/TWC Atlanta Inc.

Derek Chard has been a sales professional and business owner in various industries for the last 10 years. He grew up working for his family’s businesses, attended the University of Connecticut, and then moved down to Atlanta, GA in 2017 from CT.

He has worked in and held leadership positions in financial services, telecom sales, office supply sales, and now payment processing. Derek now runs an Independent Sales Office for Payroc Inc.

LinkedIn

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.

Tagged With: Anthony Chen, black dress consultants, consultants, Derek Chard, Family Business, Family Business Radio, Lighthouse Financial, Lighthouse Financial Network, payment processing, Payroc, Payroc/TWC Atlanta Inc, rachel donnelly

Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio

January 3, 2023 by John Ray

Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio
Family Business Radio
Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio
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Make Sure You Have a Team, with Anthony Chen, Host of <i>Family Business Radio</i>

Make Sure You Have a Team, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended that you make sure you have a solid team of advisors to help you with your family business.

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

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 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.

Tagged With: Anthony Chen, Family Business, Family Business Radio, financial planning, financial team, goals, Lighthouse Financial, Lighthouse Financial Network, team

Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

November 29, 2022 by John Ray

Find the Right Financial Train Conductor
Family Business Radio
Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio
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Find the Right Financial Train Conductor

Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended finding the right “train conductor” to get you on the right financial path.

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

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 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.

Tagged With: Anthony Chen, Family Business, Family Business Radio, financial planning, goals, Lighthouse Financial, Lighthouse Financial Network

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