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Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio

June 5, 2023 by John Ray

Finances as Fuel
Family Business Radio
Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio
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Finances as Fuel

Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed the role of finances as a fuel and resource to help you live your purpose, and finding a professional that understands that.

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, Family Business Radio, Finances as Fuel, financial advisor, investments, Lighthouse Financial Network, Purpose and Passion, retirement, retirement planning

Erika Nicholson, Restored Cosmetics, and Todd Callen, AcSellerate Sales Advisor

May 16, 2023 by John Ray

Erika Nicholson, Restored Cosmetics, and Todd Callen, AcSellerate Sales Advisor
Family Business Radio
Erika Nicholson, Restored Cosmetics, and Todd Callen, AcSellerate Sales Advisor
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Erika Nicholson, Restored Cosmetics, and Todd Callen, AcSellerate Sales Advisor

Erika Nicholson, Restored Cosmetics, and Todd Callen, AcSellerate Sales Advisor (Family Business Radio, Episode 44)

On this episode of Family Business Radio, host Anthony Chen welcomed business leaders Erika Nicholson and Todd Callen. Erika Nicholson talked about her work as a paramedical tattoo artist, saline tattooing, permanent makeup, and much more. Todd Callen discussed why business owners and CEOs may struggle to scale their sales efforts, the difference between sales and sales foundation, the most common mistake one can make when creating and managing a sales team, and much more. Anthony closed the show with a commentary on planning and your purpose and passions.

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

Restored Cosmetics

Restored Cosmetics, in Alpharetta, Georgia goes beyond just providing exceptional Paramedical and cosmetic tattoo services.  It is important that clients leave feeling empowered, confident, and beautiful.

With a focus on creating a welcoming and peaceful environment, Erika and her team strive to make sure that every client feels special and heard. Restored Cosmetics works with Top-rated Plastic & Reconstruction Surgeons in and around the metro Atlanta area.

Additionally, clients travel across the nation seeking wholeness after such surgeries for scar camouflaging, breast tattooing, and more!

Website | Facebook | Instagram | LinkedIn

Erika Nicholson, Owner/Founder/Artist, Restored Cosmetics

Erika Nicholson, Owner/Founder/Artist, Restored Cosmetics

Erika Nicholson thought she found her niche several years ago when she made her mark in the medical travel insurance industry.

As many experiences firsthand, COVID caused things in the world to completely stop – traveling being one of them. There was no timeframe to know if or when things would get back to normal. “It was time for me to reinvent myself! I wanted something fun, exciting, and fulfilling,” Erika said.

Today, she has done just that! Erika Nicholson, now a multi-certified Paramedical and cosmetic tattoo artist, owns and operates Restored Cosmetics, LLC. She and her skilled team help individuals look and feel beautiful every single day by restoring their confidence in and through Paramedical and cosmetic tattoo procedures.

LinkedIn

AcSellerate Sales Advisor LLC

AcSellerate Sales Advisors is focused on helping companies achieve consistent sales growth through the improvement of all aspects of a sales organization. They help companies achieve sales targets across a range of industries by building successful sales plans, building a disciplined sales approach, and aligning sales teams.
AcSellerate Sales Advisors takes a proven results-oriented strategic and tactical approach to turn underperforming sales teams into revenue-producing market leaders. Their focus is on people, processes, systems, and messaging to achieve maximum results.

Website

Todd Callen, President, AcSellerate Sales Advisor

Todd Callen, President, AcSellerate Sales Advisor

Todd Callen’s passion is helping small and mid-sized businesses rapidly grow their sales! Todd works with business owners as a Sales Advisor and Fractional VP of Sales.

Todd has over 25 years of Sales and Revenue leadership experience, working with companies to aggressively grow the sales and revenue engine to achieve hypergrowth. He views sales as a blend of the quantitative (the sales numbers, the forecast, the pipeline, the close rates) and the qualitative (how “effective” our positioning, value proposition, and ability to convey and persuade).

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: AcSellerate Sales Advisor, AcSellerate Sales Advisor LLC, Anthony Chen, cosmetic tattoo artist, Erika Nicholson, Family Business, Family Business Radio, financial goals, financial planner, financial planning, fractional VP of sales, Lighthouse Financial, Lighthouse Financial Network, Paramedical, passions, purpose, Restored Cosmetics, sales advisor, sales team, sales training, Todd Callen

Getting Out of a Rut, with Anthony Chen, Host of Family Business Radio

May 1, 2023 by John Ray

Getting Out of a Rut, with Anthony Chen, Host of Family Business Radio
Family Business Radio
Getting Out of a Rut, with Anthony Chen, Host of Family Business Radio
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Getting Out of a Rut, with Anthony Chen, Host of <i>Family Business Radio</i>

Getting Out of a Rut, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen noted that the way to get out of a rut is to change your headspace, focusing on things you can control versus what you cannot.

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, Family Business, Family Business Radio, financial planner, financial planning, Getting Out of a Rut, Lighthouse Financial, Lighthouse Financial Network, rut

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.

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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.

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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

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