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Navigating Family Business Dynamics with EOS, with Jacqueline Jensen

April 28, 2025 by John Ray

Navigating Family Business Dynamics with EOS, with Jacqueline Jensen, on Family Business Radio with host Anthony Chen
Family Business Radio
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Navigating Family Business Dynamics with EOS, with Jacqueline Jensen, on Family Business Radio with host Anthony Chen

Navigating Family Business Dynamics with EOS, with Jacqueline Jensen (Family Business Radio, Episode 63)

In this episode of Family Business Radio, host Anthony Chen interviews Jacqueline Jensen from EOS Worldwide. Jacqueline shares her unique experiences growing up in an entrepreneurial family led by a Marine and her eventual involvement in the family business. She discusses her journey through education, working in sports tourism, and finally returning to the family business out of a sense of obligation. Jacqueline speaks about the challenges she faced, including burnout and the lack of a clear roadmap, which ultimately led her to EOS. The discussion explores her transition to working with EOS Worldwide, helping other family businesses implement structured operating systems. Touching on themes like clarity in roles, succession planning, and work-life balance, this episode offers valuable insights for anyone involved in a family business or contemplating joining one.

Anthony concludes the show with thoughts on prioritizing family over financial gains.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Jacqueline Jensen

Jacqueline Jensen
Jacqueline Jensen, EOS Worldwide

Jacqueline Jensen grew up in an entrepreneurial family, where conversations around the dinner table often centered on business goals and growth ideas. After college, she joined the family business and was quickly placed in leadership roles—often learning by doing. At just 28, she became General Manager of a private country club, where she experienced firsthand the pressure, complexity, and emotional dynamics that come with leading in a family-run organization.

In 2019, after years of long hours and chasing results, Jacqueline discovered a business framework that brought clarity, alignment, and accountability to her team—and transformed the business. She now dedicates her work to helping other family business owners simplify operations, strengthen communication, and build healthy, scalable companies. As a Professional EOS Implementer®, she believes that with the right structure, family businesses can thrive for generations.

Website | LinkedIn

EOS Worldwide

EOS Worldwide helps entrepreneurial businesses—especially family-owned companies—get what they want from their business. Through a simple, practical, proven system, EOS provides the tools and structure to help leadership teams gain clarity, improve communication, and strengthen accountability. For family businesses navigating the complexity of shared roles, generational transitions, and personal relationships, EOS brings the clarity and alignment needed to grow a healthy, scalable company. With over 28,000 companies running on EOS, it’s a powerful system for families who want to preserve their legacy, empower their team, and lead with confidence.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:41 Jacqueline Jensen’s Entrepreneurial Background
02:11 Challenges and Lessons in Family Business
05:36 Discovering EOS and Its Impact
11:05 Implementing EOS in Family Businesses
18:01 Navigating Family Dynamics and Succession Planning
23:46 Discussing Family Business Succession
24:50 Generational Shifts in Family Business
27:15 Vision Traction Organizer: A Key Tool
30:29 Personal Reflections on Family Business
34:33 Understanding EOS and Ideal Clients
39:10 Client Success Stories and Organizational Clarity
41:40 Future Plans and Advice for Young Entrepreneurs

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

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

Tagged With: Anthony Chen, EOS, EOS Implementer, Family Business, Family Business Radio, family business succession, Jacqueline Jensen, Professional EOS Implementer, Succession Planning

Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA

August 10, 2023 by John Ray

Infinite Energy Advisors
Family Business Radio
Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA
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Infinite Energy Advisors

Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA (Family Business Radio, Episode 47)

Family business owners Olivia and Carmen Amyette, Infinity Energy Advisors, and Gary Massey, owner of Massey and Company CPA were the guests on this episode of Family Business Radio. Olivia and Carmen, her mom, talked about Olivia’s accomplishments and drive and her devotion to her grandfather that led her to start her own company after college. They discussed the generational influence in their family on the business, how they run their solar energy business, and more.

Gary Massey talked about how he became a CPA, starting his own firm, and  his approach to helping business owners. He discussed how he advises his clients to properly set up a business and stay out of tax trouble, tax planning, and much more.

Anthony then asked his guests to reflect on the obstacles they found when starting their business and what keeps them inspired and motivated.

Anthony concluded the show with comments about the most valuable legacy a family can leave to preserve wealth.

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

Infinite Energy Advisors

Infinite Energy Advisors (IEA) is a boutique solar energy and energy-efficient home improvement firm. Their mission is to empower individuals, communities, and businesses to foster a better, brighter, cleaner future by taking control of their energy.

IEA specializes in creating cost-effective solar solutions to help their clients save money on power bills and achieve sustainability goals.

They are proud to be named a Best of Gwinnett nominee!

Company Website | Instagram | Facebook

Olivia and Carmen Amyette, Infinite Energy Advisors

Olivia and Carmen Amyette, Infinite Energy Advisors

Olivia is the owner of Infinite Energy Advisors. In this family business, her mother Carmen works as a Customer Relations Manager and her father John is the Installation Manager.

Olivia developed a passion for solar energy at Georgia Tech, where she engaged in research projects relating to environmentalism and energy conservation. Olivia took the leap of faith to start her solar company 7 months after graduating from Georgia Tech to follow her passion for renewable energy while also fulfilling her duties as a caretaker of her grandfather.

With more than 4 years of experience as a Technical Program Manager for the Georgia Tech Grand Challenges LLC, Olivia has extensive experience in optimizing technology according to a client’s needs, creating efficient systems, and enriching customer experiences. Having facilitated upwards of 53 research projects during her role as a facilitator at Georgia Tech, Olivia is well versed in project management and has optimized the solar purchasing/installation process to be seamless.

Olivia holds a BS from the Georgia Tech College of Computing, Solar Energy Certifications from Georgia Tech and Solairgen, and is currently working to get NABCEP certified. Her mission is to empower individuals, communities, and businesses to foster a better, brighter, cleaner future by taking control of their energy.

Olivia’s LinkedIn

Massey and Company CPA

Massey and Company CPA is an accounting firm located in Atlanta serving the needs of small businesses and individuals throughout Georgia.

Over the years, they noticed that CPA firms tend to be cold, unfriendly, hectic places. Maybe they are just so busy with tax season.

At Massey and Company, their team is bright, friendly and eager to please. Thanks to the team and their guiding principles, they are a different kind of accounting firm.

Gary Massey founded the company in 2013 with these principles which still guide them today:

  • Treat people with respect
  • Be kind – we are all human
  • Make complex issues less stressful
  • Charge fair prices

You won’t find stress or drama at the Massey office. Instead, you will find patient, understanding people who sincerely care. All year long.

Website | LinkedIn | Facebook | Instagram | YouTube

Gary Massey, Founder, Massey and Company CPA

Gary Massey, Founder, Massey and Company CPA

Gary Massey is the founder of Massey and Company CPA, based in Atlanta. He has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master’s degree in Accounting and Master’s degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax Representation Consultant.

Gary’s focus includes helping clients with tax problems. This includes representing clients in front of IRS and state agencies to resolve difficult tax issues, including audits, unpaid taxes, liens, levies, penalties, and notices. His work requires negotiation on a wide variety of tax matters, including offers in compromise, installment agreements, currently not collectible status, and penalty abatement.

Gary enjoys collecting art and spending time with his children and grandchildren. He is married to Chelly, a native of The Netherlands.

 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, business taxes, Carmen Amyette, CPa, Family Business, Family Business Radio, financial advisor, Gary Massey, Infinite Energy Advisors, IRS, Lighthouse Financial Network, Massey and Company CPA, Olivia Amyette, solar energy, solar power, tax planning

Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

July 24, 2023 by John Ray

Retirement
Family Business Radio
Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio
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Retirement

Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed how to change the paradigm of how you think about retirement and 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 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, Anthony's Take, Family Business, Family Business Radio, financial planning, investments, Lighthouse Financial Network, retirement

David Gracey, Network 1 Consulting

July 14, 2023 by John Ray

Network 1 Consulting
Family Business Radio
David Gracey, Network 1 Consulting
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Network 1 Consulting

David Gracey, Network 1 Consulting (Family Business Radio, Episode 46)

David Gracey, Founder and President of Network 1 Consulting, was Anthony Chen’s guest on this episode of Family Business Radio. David described his journey from founding his company to celebrating 25 years in business this year. He also shared his thoughts on cybersecurity and how it’s changed, how his firm has crafted its culture and people, the common issues they see from their clients, some crucial tips on IT security, why outsourcing is sensible, and much more.

Anthony concluded with a challenge to listeners to consider what retirement means to them, not others.

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

Network 1 Consulting

Network 1 designs, builds and supports the IT you need to run your business more securely, productively and successfully. For more than two decades, they have built Network 1 to be your partner and a home for IT that simply works.

Their clients know they can depend on Network 1 to provide the technology know-how they need to run their businesses efficiently and effectively. Since they never have to worry whether they have the best systems in place for their specific needs, they can focus on the tasks that bring the most value to their clients, employees and stakeholders.

Whether you want to outsource all of your IT needs to a reliable, responsive, service-oriented company, or need to supplement the work of your internal IT staff, Network 1 will carefully evaluate where you are now, discuss where you want to go and implement and support a plan to get you there with as little interruption as possible.

Their team of knowledgeable professionals will quickly become a valuable part of your business, taking care of your needs now and as they evolve. With particular expertise in the legal, medical, construction and financial sectors, they come to the table with a deep knowledge about your industry, security and networking needs so the solutions we recommend are scalable, on target and easy to execute.

No matter what challenges or obstacles arise, your Network 1 team will be with you—to provide knowledgeable, dependable service and support that you can count on, today and well into the future.

Company Website | LinkedIn | Facebook

David Gracey, Founder and President, Network 1 Consulting

David Gracey, Founder and President, Network 1 Consulting

There would be no Network 1 without the vision and commitment of David. Since its founding in 1998, David has grown Network 1 into a top-notch IT services company dedicated to delivering the best solutions for Atlanta’s small and mid-size businesses. His responsibilities include creating the vision and strategy for its growth and establishing the culture of Network 1.

David loves educating the business community on the benefits of implementing the best technology solutions for businesses and is a regular speaker for professional organizations, business associations and private companies. He has written articles for, or been quoted in, Atlanta Hospital News and Healthcare Report, International Legal Technology Association Communications Technologies Digital White Paper, Physicians Practice, American Bar Association GPSolo eReport, Georgia Medical Group Management Association, and The Wall Street Journal.

A Georgia Tech graduate with a degree in Industrial and Systems Engineering, David is originally from Clarksville, TN, but has called Atlanta home since 1985. He is a member of Vistage International, an active leader at Trinity Presbyterian Church and a member of the Capital City Club. When not at work, you’ll find him in a fitness class, peddling his bike, sweating out the toxins in a hot yoga class, spraying golf balls around the course, trying out new cocktail recipes, drinking the world’s best coffee, and spending time with friends, his three kids, and his lab(ish) rescue, Juniper.

 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, David Gracey, Family Business, Family Business Radio, financial advice, IT managed services, it services, Lighthouse Financial Network, Network 1 Consulting, Technology Solutions

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

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

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