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Mike and Maggie Grayeski, Servicewise Electric, Meredith Fingarson, Meredith Fingarson Consulting, Adam Grossman, Good Dog Media, and Christopher Lyboldt, Senior Care Authority

June 20, 2022 by John Ray

Servicewise Electric
Family Business Radio
Mike and Maggie Grayeski, Servicewise Electric, Meredith Fingarson, Meredith Fingarson Consulting, Adam Grossman, Good Dog Media, and Christopher Lyboldt, Senior Care Authority
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Servicewise Electric

Mike and Maggie Grayeski, Servicewise Electric, Meredith Fingarson, Meredith Fingarson Consulting, Adam Grossman, Good Dog Media, and Christopher Lyboldt, Senior Care Authority(Family Business Radio, Episode 33)

On this episode of Family Business Radio, host Anthony Chen welcomed four powerhouse guests. First were Maggie and Mike Grayeski, owners of Servicewise Electric who have re-started their electrical service business after wanting to return to a small family business model. In addition to their love of having a family business, they talked about how they balance a relationship and business, how Mike is shifting from working in the field to in the business, taking care of their employees, and more.

Meredith Fingarson started her own marketing consulting agency and discussed how she serves her clients with strategy, her careful planning before going out on her own, and her desire to help her clients be successful.

Next, Adam Grossman of Good Dog Media talked with Anthony about providing video services to his clients, his editorial work for Vanity Fair, and the challenges of telling a story.  He shared he also recently relocated to Atlanta from Los Angeles and its benefits.

Christopher Lyboldt with Senior Care Authority shared his story of building a business devoted to the needs of elders for navigating their living and lifestyle needs. He and his wife provide a full spectrum of services from finding the right living situation, selling a home, and helping create a lifestyle that preserves freedom for his clients.  He also stressed the infancy of this type of professional service that will continue to grow.

All the guests answered questions about how they envision their legacy and their advice for anyone starting a business.  In Anthony’s closing comments, he spoke on the need to find your purpose and passion first, and then find the financial team that will help you realize those goals.

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

Servicewise Electric

Servicewise Electric is a family-owned and operated electrical service company servicing Canton, GA. Striving to be the best in the industry by offering the highest level of professional electrician service every time.

Ensuring their customers feel confident with the quality of work and efficient mannerism from their electricians is Servicewise’s top priority. Servicing both residential and commercial customers,  their certified electricians have the skills to handle any and all electrical services and electrical repairs.

From circuit breakers, light fixtures, ceiling fans, and any commercial and home electrical work, call/text/book online for an appointment and let them show you the Servicewise difference today!

Website | Facebook | Yelp

Mike and Maggie Grayeski, Owners, Servicewise Electric

Mike and Maggie Grayeski, Owners, Servicewise Electric
Mike Grayeski is CEO of Servicewise Electric. He has over 25 years experience in the electrical construction business and holds the “unrestricted class II master electricians license” for the company. Mike is responsible for defining the strategic vision and culture of the company, managing day-to-day operations, promoting a safe work environment, developing business opportunities, maintaining company goals, and ensuring the customer’s utmost satisfaction. Mr. Grayeski remains highly active in the construction industry as well as in the community.
Maggie Grayeski is COO of Servicewise Electric. She has over 15 years of combined management and administrative experience. She is responsible for the overall management of the office and all company activities.
Mike Grayeski LinkedIn | Maggie Grayeski LinkedIn

Meredith Fingarson Consulting

Meredith Fingarson is a marketing consultant for small to medium-sized businesses. She uses a personal approach to her strategy to get to know a company and its challenges on a deeper level. She works with the company stakeholders one-on-one and really becomes familiar with the industry and market, and can help to create a marketing strategy driven towards goals. A marketing strategy that works is not just about the beautiful ads, splashy sales promotions, or catchy tv commercials.

To help gain insights into a business’s marketing effectiveness, Meredith developed the M3 marketing audit in which data and insights about a business are gathered and analyzed. This audit is a step-by-step process that takes a deep look into a business, its customers, its competition, and its reputation. The audit will yield information about the brand health, market awareness, help solidify messaging, and identify buyer personas. From this audit, a full marketing strategy can be developed, implemented, and measured.

She also specializes in social media strategies for her clients. The social media landscape is constantly changing and tactics that once worked are no longer effective. There are many pathways for social media engagement with potential customers and there is no one-stop-shop option. Each social media strategy must be tailored to the business and the social media platforms that work best for the business.

Website | LinkedIn

Meredith Fingarson, Owner, Meredith Fingarson Consulting

Meredith Fingarson, Owner, Meredith Fingarson Consulting

Meredith Fingarson is a Marketing & Small Business consultant. She has a passion for helping businesses navigate the challenges of growth. She spent much of her career in corporate marketing and executive leadership. Prior to starting her own consulting business, she was most recently the Director of Marketing for a large regional wholesale distributor with both B2B and B2C sales channels.

With her experience in executive leadership, she understands the nuances of how a marketing strategy integrates into all aspects of a business. She saw the potential of how other businesses might benefit from her expertise and in January of 2022, left her position as Director to pursue her dream of becoming a marketing consultant for small to medium businesses. ​ Her experience is diverse and she has worked with many industries, including; wholesale distribution, retail, non-profit, consumer goods manufacturing and skilled trades.

She has a BS in Marketing from the University of Central Florida and a BS in Environmental Science from the University of West Florida.

LinkedIn

Good Dog Media

Good Dog Media is a full-service digital production company specializing in web and social platforms. With a strong foundation in Hollywood-style filmmaking, Good Dog Media brings high-caliber sensibilities to promotional work of all sizes for a wide variety of companies and publications.

Clients include HBO, Activision, BMW, Proctor & Gamble, Smithsonian, and Vanity Fair.

Website | Facebook | LinkedIn

Adam Grossman, CEO, Good Dog Media

Adam Grossman, CEO, Good Dog Media
Adam Grossman has been working as a filmmaker for over 25 years, serving as a director, and writer for film and television. He holds degrees in Photography and Economics from Stanford and film production from USC. In 2007, Adam started Good Dog Media to specialize in motion production for web and social platforms. While handling production, post-production, and delivery in digital formats, Good Dog Media draws from traditional filmmaking techniques, bringing a fresh approach to promotional and editorial work.
Adam recently moved from Los Angeles to Atlanta, where he lives with his wife, son, and 2 dogs.
LinkedIn

Senior Care Authority

Christopher Lyboldt describes his role as an Eldercare Consultant as a “pursuit of dignity.” Typically, families attempt to discover options on their own, and given the tremendous number of options, it’s challenging to pinpoint a dignified solution for a loved one. Christopher guides families to dignified solutions by identifying their needs through discovery, researching options, presenting solutions to the family, and facilitating the next steps. The solutions are plentiful based on the needs of the older adult requiring care. The solution could be a relocation to a senior living community. Or, it might be setting up a thriving ecosystem at home so the older adult can age in place.

Christopher also coaches families through the GA Medicaid Waiver Program, the VA Benefits Program, Skilled Nursing Facility Selection, and many other aging-related programs and services. Senior Care Authority® is a Senior Placement and Eldercare Consulting organization based in Petaluma, California.

Founded in 2009, the company serves most major metropolitan areas throughout the United States through a national network of professionally trained and experienced local advisors like Christopher.

Website | Facebook 

Christopher Lyboldt, Owner, Senior Care Authority

Christopher Lyboldt, Owner, Senior Care Authority
Christopher Lyboldt is the owner of Senior Care Authority Atlanta. He is an Eldercare Advisor.
Families approach Christopher when they are navigating the difficult world of senior care and senior living. Christopher helps them to discover their options, and find a dignified solution for their loved one that requires care. This is Christopher’s third career. His first career began at New York University. He was an instructor and a Program Director there. After 12 years at NYU, he joined the corporate world with International Paper and spent 17 years in various roles in training, sales, and marketing. Christopher and his wife were also family caregivers for his father-in-law for six years during this time.
Christopher’s professional and personal experience as an educator, a sales and marketing professional, and a caregiver provided him with the background needed in his current role as an Eldercare Consultant, where his passions now lie.
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: Adam Grossman, Anthony Chen, Christopher Lyboldt, electricians, Family Business Radio, Good Dog Media, Lighthouse Financial Network, Maggie Grayeski, marketing, Meredith Fingarson, Meredith Fingarson Consulting, Mike Grayeski, senior care, Senior Care Authority, ServiceWise Electric, video services

Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio

May 2, 2022 by John Ray

Comfort Zone
Family Business Radio
Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio
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Comfort Zone

Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed getting out of your comfort zone and challenged the assumption that one can’t start anew in retirement. He encourages his clients to reinvent themselves and make their dreams a goal, and then let the financial planning support those 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

family owned craft breweries
Anthony Chen

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, comfort zone, Family Business Radio, financial planning, Lighthouse Financial Network, quality of life, retirement

Jessica Stevens, My Georgia Plumber, Troy Cobb, Cinch I.T., and Jesslyn Rollins, Biolyte

April 21, 2022 by John Ray

My Georgia Plumber
Family Business Radio
Jessica Stevens, My Georgia Plumber, Troy Cobb, Cinch I.T., and Jesslyn Rollins, Biolyte
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My Georgia Plumber

Jessica Stevens, My Georgia Plumber, Troy Cobb, Cinch I.T., and Jesslyn Rollins, Biolyte (Family Business Radio, Episode 31)

Anthony Chen welcomed three superb guests to this episode of Family Business Radio. Jessica Stevens with My Georgia Plumber, Troy Cobb of Cinch I.T., and Jesslyn Rollins from Biolyte all shared the services they offer and what makes their business stand out from the rest. Jessica highlighted My Georgia Plumber’s level of service and their ability to handle all plumbing needs and provide preventative maintenance. My Georgia Plumber is hiring and is looking for anyone who may be interested in the plumbing trade. They will fully train you!

Troy Cobb discussed his foresight that his industry was changing and decided to purchase a franchise of Cinch I.T. He mentioned that his firm is focused on exceptional, friendly service and providing preventative maintenance to stay on top of his client’s IT needs.

Jesslyn Rollins with Biolyte described the need which led her dad to invent Biolyte, and her personal journey to becoming involved. She clarified who the product is great for and where it is available for purchase.

In Anthony’s closing comments, he spoke of getting outside your comfort zone, going for the dreams that are important to you, and allowing the financial planning to follow based on the quality of life you want.

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

Jessica Stevens, Marketing Director, My Georgia Plumber

Jessica Stevens, Marketing Director, My Georgia Plumber

Jessica is the Marketing Director for My Georgia Plumber and has been with the company since December 2019. She lives in Woodstock, Georgia.

For over 30 years, the staff at My Georgia Plumber has been providing exceptional residential and light commercial plumbing and gas services in Cherokee, Cobb, Fulton, and Forsyth counties and surrounding areas. Excellent workmanship and unparalleled customer service have earned them the reputation as Georgia’s best plumbing contractor.

 

LinkedIn | Company website | Company LinkedIn | Company Facebook

 

Cinch I.T.

Cinch I.T., Inc. was established in 2004. Like so many computer support companies, it started as a one-man shop in a 10×10 office with no windows. But even then, the focus was on building great relationships with their clients. Over the years, Cinch I.T. has been fortunate enough to see unbelievable growth.

They have added some of the most brilliant minds in our industry to the team, expanded into a 12,000 sq ft corporate office complex, and we have been honored to receive numerous awards, including being named one of the Top 501 Managed Service Providers Globally by Future Channels.

Cinch I.T. has established itself as one of the most highly-regarded I.T. companies and computer service providers in the United States. The reason is simple. They have spent years shaping the entire company to meet YOUR needs.

With Support plans designed to create lasting relationships, together they ensure immediate and long-term success.

Company website | LinkedIn |  Facebook | Twitter

Troy Cobb, Owner and Sales Director, Cinch I.T.

Troy Cobb, Owner and Sales Director, Cinch I.T.

Troy A. Cobb – MBA, 15+ Years in I.T. and business management – Owner of TRCO I.T. Service, LLC dba Cinch I.T. Sandy Springs, GA. Troy Cobb is the owner of Cinch I.T. Vinings office in the Atlanta Metro Area. Troy started his career in high-tech electronics as a Desert Shield/Storm Marine. After serving in the USMC for 10 years, Troy embarked on a career with a private company where he specialized in I.T./A.V. Integration for multiple vertical markets to include: Digital Cinema, 3D Virtual Reality, Simulation/Training.

After 20+ years in the field COVID offered an opportunity to branch out on his own so he did. Troy preferred a franchise model over starting from scratch. After searching the franchise market, Troy happened upon Cinch I.T. He immediately understood the services Cinch provided to the outsourced I.T. market because his former employer utilized outsourced I.T., and Troy understood the pain points on a personal level because of that experience. After interviewing with the Franchisor, Troy’s mind was made up. Cinch’s focus is on customer service first and foremost and the franchise offers a comprehensive package of services to its clients. Troy bought his first territory back in January of 2021 and is experiencing rapid growth.

LinkedIn

Biolyte

BIOLYTE is the first liquid supplement that offers the same benefits as IV rehydration therapy but in a drinkable form. The founder, a board-certified Anesthesiologist, Dr. Rollins, wanted to create a product that would bring the IV bag home to his wife when she was going through breast cancer. He used his experience in the hospital tailoring IV bags to his patient’s needs, to create BIOLYTE, the first IV in a bottle.

Today, BIOLYTE helps everyday people relieve headaches, fatigue, and nausea due to dehydration. You can find BIOLYTE in 15,000+ Retail locations across the USA.
Company website | LinkedIn | Facebook | Instagram

Jesslyn Rollins, CEO, Biolyte

Jesslyn Rollins, CEO, Biolyte

Jesslyn Rollins has a track record of bringing ideas to life. When her father, an Anesthesiologist, asked her to head up sales for his new supplement, BIOLYTE®, the IV in a bottle®, she hit the streets and sold it out of her Toyota Highlander.

Four years later, Jesslyn is now the CEO and BIOLYTE is a multi-million dollar business. Jesslyn’s leadership style is understanding, creative, and a tidal wave of energy. Her two main roles at BIOLYTE are to create the most enriching environment for every BIOLYTE Team Member and to ensure all aspects of the company are executing on BIOLYTE’s central vision – helping people feel better.

She grew up and lives in Atlanta, Georgia with her husband she affectionately calls, “Key.” She graduated Magna Cum Laude from the University of Georgia and majored in Theatre and Communications with a minor in Human Development. She loves animals (especially ducks), handcrafted cocktails, dancing, and like her dad, exploring the outdoors on anything with a motor.

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, BIOLYTE, Cinch I.T., Family Business Radio, Jessica Stevens, Jesslyn Rollins, Lighthouse Financial Network, My Georgia Plumber, Troy Cobb

What Is Your Ideal Quality of Life? – Anthony Chen, Host of Family Business Radio

March 29, 2022 by John Ray

Quality of Life
Family Business Radio
What Is Your Ideal Quality of Life? - Anthony Chen, Host of Family Business Radio
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Quality of Life

What Is Your Ideal Quality of Life? – Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen commented on clarifying the quality of life you desire and planning for those choices. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

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 Radio, financial planning, Lighthouse Financial Network, quality of life, retirement planning

Lauren Marlow, Speechworks

March 14, 2022 by John Ray

Speechworks
Family Business Radio
Lauren Marlow, Speechworks
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Speechworks

Lauren Marlow, Speechworks (Family Business Radio, Episode 30)

Lauren Marlow, CEO of Speechworks, was Anthony Chen’s guest on this episode of Family Business Radio. As the social aspects of her work as an attorney withered during the pandemic, she realized she was ready for a change, and leaped at the opportunity to join Speechworks. Lauren discussed honoring one’s priorities, how Speechworks helps people develop the skills and ability to connect with an audience, the Persuasive Speaker’s Program, and much more.

In Anthony’s closing comments, he reflected on clarifying the quality of life you desire and planning for those choices. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Speechworks

Speechworks is a communications skills coaching firm.

Since 1986, Speechworks has helped countless professionals become better communicators and presenters through tried-and-true methods designed to help clients learn to:

● Organize simple, persuasive messages – delivering in formal presentations or impromptu situations when there is little to no time to prepare;

● Deliver messages in a style that connects – emphasizing good eye contact and authentic vocal, physical, and facial energy; and

● Embrace Q&A – answering questions in a way that inspires confidence and boosts credibility.

The Speechworks Difference

SUPPORTIVE LEARNING ENVIRONMENT – Speaking in front of a group can be stressful. So, they limit our workshops to small groups of 5 or 6 participants per coach. They create a friendly, fun setting that helps put people at ease. A relaxed, low-pressure approach creates a learning environment that yields rapid results.

PRACTICAL COACHING – Speechworks coaches will make your experience outstanding. Having worked with business people in many industry areas, their coaches quickly understand and adapt to the needs of your business situation. Clients are not boxed into a one-size-fits-all solution.

IMMEDIATE IMPACT – They video record each participant multiple times in each workshop. You will see yourself the way your audience sees you!  By reviewing your own performance, receiving feedback and focusing on a few key improvement areas, you will return to work with new skills you can use immediately.

Company website | LinkedIn | Facebook

Lauren Marlow, CEO, Speechworks

Lauren Marlow, CEO, Speechworks

Lauren is a dedicated coach and advisor for Speechworks’ clients, helping them to craft concise and persuasive messages, develop an engaging presentation style and cultivate an executive presence.

Lauren draws on her 15 years experience as a practicing business attorney to help clients refine their communication skills and content for a variety of scenarios, including condensing complicated information into simple and digestible talking points, presenting to boards, running meetings, making a pitch and handling impromptu speaking requests when there is little to no time to prepare.

Lauren is a Georgia native, but she lived in Boston, Germany, and Colorado before returning to Atlanta in 2010. Lauren spends her free time with her family, pottery throwing, studying philosophy, and exploring local museums and festivals. She is also a “people person”, loves adventure, and embraces diverse cultures, foods, music, and customs with an open heart and mind.

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, Family Business Radio, Lauren Marlow, Lighthouse Financial Network, public speaking, quality of life, Speechworks

You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

March 1, 2022 by John Ray

Portfolio
Family Business Radio
You Can't Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio
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Portfolio

You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

While financial advisors have an incentive to accumulate client assets, Anthony Chen encourages his clients to make their money work for them and allow them to live their lives to the fullest. He advises this tack for a simple reason: you can’t take your portfolio with you. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

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 Radio, financial planning, Lighthouse Financial Network, portfolio, retirement planning

Michael Horwitz, Transworld Business Advisors of Atlanta, Nancy Pridgen, Pridgen Bassett Law, and Dr. Jaeson Courseault, Trif3cta Sports Medicine

February 15, 2022 by John Ray

Dr. Jaeson Courseault
Family Business Radio
Michael Horwitz, Transworld Business Advisors of Atlanta, Nancy Pridgen, Pridgen Bassett Law, and Dr. Jaeson Courseault, Trif3cta Sports Medicine
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Dr. Jaeson Courseault

Michael Horwitz, Transworld Business Advisors of Atlanta, Nancy Pridgen, Pridgen Bassett Law, and Dr. Jaeson Courseault, Trif3cta Sports Medicine (Family Business Radio, Episode 29)

Financial and physical health is the focus of this episode of Family Business Radio. Michael Horwitz with Transworld Business Advisors of Atlanta discussed the need for clean books and sound preparation in advance to prepare for a sale. Nancy Pridgen of Pridgen Bassett Law discussed ERISA law and employment issues, including mask mandates. Dr. Jaeson Courseault with Lifehope Medical described his holistic approach to healthcare with his practice of non-surgical orthopedic medicine, prevention and wellness, and helping his patients get better by looking at all the factors that may be impacting their health. He describes his ideal patient as people who are active or want to be active who need help doing so.

All three guests reflected on the ways a client can identify the red or green flags that signal they may need a business broker, an ERISA attorney, or a holistic doctor.

In Anthony’s closing comments, he echos the guidance that the best time to reach out to a financial advisor is when major changes are occurring. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Michael Horwitz, Business Broker and M&A Advisor, Transworld Business Advisors of Atlanta

Michael Horwitz, Business Broker and M&A Advisor, Transworld Business Advisors of Atlanta

Transworld Business Advisors is the world leader in the marketing and sales of small and lower-middle market businesses. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together.

Michael is a Business Broker and M&A Advisor with Transworld Business Advisors of Atlanta. He has been helping people buy and sell small and lower-middle businesses for over 5 years. His years of experience run the gamut from senior management roles in Fortune 500 corporations to leadership positions with venture capital-backed high-tech enterprises. Michael also brings small business knowledge through his seven years of owning an independent bicycle shop.

Michael has been in the north Atlanta area for over 25 years now. He grew up in Cleveland, OH, and received his undergrad degree from Case Western Reserve University. After ten years in the workforce, he went back to receive his MBA from Capital University in Columbus, OH. Michael is an avid cyclist, kayaker and backpacker.

Company website | LinkedIn

Nancy Pridgen, Attorney and Managing Member, Pridgen Bassett Law

Nancy Pridgen, Attorney and Managing Member, Pridgen Bassett Law

Pridgen Bassett Law is a boutique law firm situated in beautiful historic downtown Roswell, Georgia, but its attorneys handle ERISA and employment disputes literally across the nation.

Pridgen Bassett Law’s attorneys combine some 40+ years of litigation experience to offer legal strategies and solutions tailored to each client’s unique situation. Clients include employees and employers, private and public businesses, and ERISA plan sponsors and fiduciaries. Pridgen Bassett Law equips clients with cutting-edge ERISA and employment law strategies and a wide range of legal options and offers modern answers for modern benefits and employment issues.

Pridgen Bassett Law attorneys have spent many years at Alston & Bird and King & Spalding representing sophisticated top-tier clients in complex ERISA litigation and employment matters. Pridgen Bassett Law was created to make that experience accessible to a wider range of clients. ERISA and employment matters require knowledge and experience.

Employees, executives, businesses, plan sponsors, and fiduciaries should have access to that resource — no matter the size of the matter or the size of the business. Pridgen Bassett Law is that resource.

Company website | LinkedIn | Facebook

Dr. Jaeson Courseault, Trif3cta Sports Medicine, A Lifehope Company

Dr. Jaeson Courseault, Trif3cta Sports Medicine, A Lifehope Company

Lifehope Trif3cta Sports Medicine provides non-operative sports orthopedic services for patients with muscle, bone, or joint pain. The practice also has a mobile component that will go to the patient’s home or other location.

Lifehope specializes in regenerative injections like PRP (platelet-rich plasma) injections, umbilical product injections, Amniotic fluid injections, cortisone injections, and hyaluronic acid injections.  They also provide COVID testing, either in-house or at your location for personal use or group testing,  with results in 10 minutes.

Their goal is to make you feel better as safely and as quickly as possible in the comfort of their brand new office or their State-of-the-Art Mercedes Benz Sprinter converted to a mini medical office, which is sterilized after each visit. They also offer IV hydration therapy and other recovery treatments.

They are proud to provide a safe, modern-day, high-quality level of care, medical experience, and commitment to all of their patients, as trusted by professional athletes.

As an Atlanta native, Dr. Jaeson Courseault received his Bachelor of Science degree in Psychology Pre-Med from Morehouse College on a full academic scholarship. While at Morehouse he played cornerback for their football team and graduated with Summa Cum Laude honors. With roots in New Orleans, LA, he went to medical school at Tulane University and completed a Family Medicine Residency at LSU.

He completed his fellowship specialty training in Sports Medicine in Waco, TX. For the past 5 years, he served as Team Physician for several high schools, 2 junior colleges, and Baylor University Men’s Basketball Team and Track/Cross Country Teams. Dr. Jaeson Courseault left his practice in Texas and returned to Georgia in October 2020 to serve his home community.

After such an awesome experience in Waco, TX he decided that it was time to be closer to family. He enjoys golfing and spending time with his wife Brittany and his baby daughter Xoé. His Christian faith drives his love for people through medicine. Part of his daily prayer is that his patients see the high level of care that he has for his patients. He prides himself in having an excellent bedside manner.

Company website | LinkedIn| Facebook | Instagram

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 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, business broker, ERISA Law, Family Business Radio, Jaeson Courseault, Lifehope Trif3cta Sports Medicine, Lighthouse Financial Network, M&A Advisor, Michael Horowitz, Nancy Pridgen, orthopedic medicine, Pridgen Bassett Law, sports medicine, Transworld Business Advisors of Atlanta

Alina Lee, Your Ad Attorney, Chasidy Ashley, TBK Wellness Spa, and Angie Williams, BeLocal Alpharetta Milton

January 17, 2022 by John Ray

TBK Wellness Spa
Family Business Radio
Alina Lee, Your Ad Attorney, Chasidy Ashley, TBK Wellness Spa, and Angie Williams, BeLocal Alpharetta Milton
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Alina Lee, Your Ad Attorney, Chasidy Ashley, TBK Wellness Spa, and Angie Williams, BeLocal Alpharetta Milton (Family Business Radio, Episode 28)

On this edition of Family Business Radio, host Anthony Chen welcomed three accomplished women entrepreneurs. Alina Lee discussed her passion for working with small business owners to meet growth objectives and avoid legal pitfalls. Chasidy Ashley discussed how she designed TBK Wellness Spa to offer better amenities and service than found in competing chain operations. Finally, Angie Williams discussed her hyper-local magazine and why its popularity is so advantageous for advertisers. Anthony closed the show by offering thoughts on financial planning, living dreams, and a reminder that “you can’t take the portfolio with you.”   Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Alina Lee, Founding Partner, Your Ad Attorney, LLC

Alina Lee, Founding Partner, Your Ad Attorney, LLC

Proactive compliance with consumer and business laws is the best protection from marketing risks and liabilities.

You’ll find Your Ad Attorney’s approach to marketing legal services avoids typical legal hurdles and makes better business sense for every size business.

Alina Lee is the founding partner of Your Ad Attorney, LLC.  She is a marketing law and business transactions attorney who helps marketing agencies and companies with marketing departments protect their reputation through providing legal drafting and review for their marketing materials.

Prior to starting her law firm, Your Ad Attorney, LLC, she was Senior Corporate Counsel at Mailchimp, a profitable tech company with millions of customers worldwide. At Mailchimp, she was the primary attorney who led legal matters for the partnerships department and marketing department. Alina was also the primary attorney over all major marketing initiatives and managed the company’s trademark portfolio.
Alina graduated from Vanderbilt University Law School and the University of Georgia.
Company website | LinkedIn

Chasidy Ashley, Owner, TBK Wellness Spa

TBK Wellness Spa
Chasidy Ashley, Owner, TBK Wellness Spa

TBK Wellness Spa was created to benefit anyone who needs having a therapeutic and nurturing environment. The owner was very intentional in providing something for everyone. From the far infrared sauna to the treatment rooms, this place is a one-stop-shop for wellness.

They have a team that is knowledgeable and committed to giving you the best experience while in their care. Massages, facials, pedicures, and body scrub treatments are only a few of the amenities that they have to offer.

They also have a gym that comes with a personal trainer. He teaches self-defense while focusing on your endurance and flexibility. They have a balance of hard work in the gym and then getting pampered on the spa side.

TBK Wellness Spa was surely created to give you the best of both worlds.

Company website | Facebook | Instagram

Angie Williams, Owner/Publisher, BeLocal Alpharetta Milton

Angie Williams, Owner/Publisher, BeLocal Alpharetta Milton

BeLocal Alpharetta Milton is a franchise of The N2 Company in Wilmington, NC.

BeLocal is the comprehensive guide for all new movers to the greater community. The first BeLocal magazine hit new movers’ mailboxes back in 2018. Since then, BeLocal expanded to serve residents in more than 100 communities across the country.

N2 began in 2004 and is over $150 million company.  Angie tells us that N2 is for niche marketing and that their products are targeted to Affluent Communities, New Movers, Medical Professionals, and Realtors.

Company website | LinkedIn | Facebook | Instagram

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 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: Alina Lee, Alpharetta, Angie Williams, Anthony Chen, BeLocal Alpharetta Milton, Chasidy Ashley, Family Business Radio, Lighthouse Financial Network, Milton, TBK Wellness, Your Ad Attorney

Communicating the Legacy You Want to Leave, with Anthony Chen, Host of Family Business Radio

December 30, 2021 by John Ray

Legacy
Family Business Radio
Communicating the Legacy You Want to Leave, with Anthony Chen, Host of Family Business Radio
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Legacy

Communicating the Legacy You Want to Leave, with Anthony Chen, Host of Family Business Radio

In financial planning, Anthony Chen says that the focus is not only about the assets and how they are invested. As he discusses in this brief commentary, it is important to discover and communicate the kind of legacy an individual wants to leave. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial

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 Radio, financial legacy, investments, Lighthouse Financial Network

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