Family Business Archives - Page 4 of 21

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

November 29, 2022 by John Ray

Find the Right Financial Train Conductor

Family Business Radio

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

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

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

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

Anthony Chen, Host of Family Business Radio

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.

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions

November 15, 2022 by John Ray

Family Business Radio

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions

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Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions (Family Business Radio, Episode 38)

On this edition of Family Business Radio, host Anthony Chen welcomed four accomplished business leaders to the studio. Julie Keyes, KeyeStrategies, discussed how her own business transitions help her counsel business owners on their own exits. Thomas Hamm, SMASH Wellness, discussed his executive wellness coaching practice, while Jennifer Montellanico of Insperity shared the payroll and benefit services her firm offers. Finally, Dan Mahony discussed his work as a fractional sales executive and how he addresses the sales problems his clients face.

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

KeyeStrategies, LLC

KeyeStrategies is an advisory firm for entrepreneurs looking to grow and improve their business, while also providing Exit Planning and Transition services for companies between $5-30M in annual revenue. The firm’s mission is to help business owners increase enterprise value and prepare the owner and the business for a future exit. Our tagline says it all… “Build enterprise value today, so you can exit on your own terms tomorrow”.

Website | LinkedIn | Facebook | Twitter

Julie Keyes, Founder/President, KeyeStrategies, LLC

Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for owners of lower and middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands what keeps owners up at night.

She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member and regular content contributor, and winner of EPI’s “Thought Leader of Year” in 2017 and 2022.

She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank.

Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms.

She also produced an online course specifically to help advisers educate their clients and prospects on the process of Exit Planning called “Business Transition Readiness: An Owner’s Guide to the Process”.

On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, so when she’s not working, she’s spending time with them doing something fun, active, and outdoors.

SMASH Wellness

SMASH Wellness is a world-class wellness concierge service that will customize and entire team of professionals to optimize your human experience. They are your fitness gps to not only achieve your goals but, to surpass them by creating an environment to be your best version of yourself. They are a fine dining white linen event within wellness. Their services are In-Person and Virtual and can be taken anywhere, anytime and as much as you would like.

When you come to SMASH Wellness you are not a number, you will not get lost and you matter!

Website | LinkedIn | Facebook | Instagram

Thomas Hamm, Founder and CEO, SMASH Wellness

Thomas Hamm is CEO, the evangelist at the helm, and after 20 years in the business, he still loves to drive personal success. He is an enthusiastic motivator, trained chef, and carries numerous certifications relative to fitness and nutrition. He is energetic, easy to work with, and fun to be around.

Thomas comes to the table with world-class expertise. He has studied, traveled, and worked with clients in beautiful cities around the globe: Napa Valley, Sydney, Charleston, Miami, San Fransisco, Vail, New York, Luzern and Zurich, Atlanta, Strasbourg, Santorini, Athens, Rome, Milan, Florence, Venice, Oxford, Bath, Lake District-UK, London.

Insperity

We work with small to mid sized businesses in the greater Atlanta area to help them improve efficiencies, reduce risk, and contain cost on all areas surrounding their people. At Insperity, we will match you with a package of HR solutions that truly fits your business. You’ll get access to better benefits, time-saving technology and the first-class service you deserve – complete with dedicated support.

Website | LinkedIn | Facebook | Twitter

Jennifer Montellanico, Business Performance Advisor, Insperity

A seasoned sales & sales leader with 20 years of experience, she has worked with every business industry, preferring to work with Small / Medium businesses to see the true impact. Born and raised in Atlanta, she is a true community advocate working with multiple NFP organizations and currently serving on the board of Cool Girls, Inc – Dedicated to the self empowerment of at-risk girls in Atlanta.

Transcendent Sales Solutions, LLC

Transcendent Sales Solutions is focused on empowering companies with tactical sales strategies to accelerate revenue growth. Dan is an agile, results-oriented, and charismatic leader with a proven track record of turning underperforming sales organizations into revenue producing market leaders. He has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.

Website | Facebook | Instagram

Dan Mahony, President & Founder, Transcendent Sales Solutions, LLC

Dan Mahony is the President of Transcendent Sales Solution, a company that helps and empowers small to mid-sized businesses in turning underperforming sales teams into revenue-producing market leaders. Transcendent Sales Solutions takes a proven results-oriented strategic and tactical approach by developing successful sales plans, building a strict sales approach, and aligning sales teams that will help a business marketing operation run effectively. Dan has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

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

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

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

July 6, 2022 by John Ray

Family Business Radio

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

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Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen reflected on the values, desires, and passion that drives a family business. He noted that once you find the purpose and passion, you can look for a financial team that understands your story and buys into your journey.

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**

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

John Brown, Ric Grove, and Richard Grove of Wall Control

February 17, 2022 by John Ray

North Fulton Studio

John Brown, Ric Grove, and Richard Grove of Wall Control

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John Brown, Ric Grove, and Richard Grove of Wall Control (Organization Conversation, Episode 1)

On the first episode of Organization Conversation, host Richard Grove is joined by his father and grandfather to share the story of Wall Control. They recall the history of their work in a tool and die company, developing the product that would become the Wall Control system, the struggles they experienced, when things began to turn around, the benefits of the products, the need for skilled labor, and much more. Organization Conversation is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Organization Conversation is hosted by Richard Grove, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

About Richard Grove

**Richard Grove, Host, “Organization Conversation”**

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

Outside of Richard’s work at Wall Control he enjoys helping other business owners, operators, and entrepreneurs along their own paths to success by offering personal business coaching and advising through his website ConsultantSmallBusiness.com. Richard has developed an expansive and unique skillset growing and scaling Wall Control through a multitude of challenges to the successful brand and company it is today. Richard is happy to share his knowledge and experience with others who are looking to do the same within their own businesses.

Connect with Richard:

Instagram | Twitter | LinkedIn | Richard’s Website

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

The Wall Control brand launched in 2003 and is a family-owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

Greg Lewis, Tennessee Center for Family Business, Erica Dumpel, CDA Inc., and Monte McDowell, ARCpoint Labs of Atlanta-Northeast

December 16, 2021 by John Ray

Family Business Radio

Greg Lewis, Tennessee Center for Family Business, Erica Dumpel, CDA Inc., and Monte McDowell, ARCpoint Labs of Atlanta-Northeast

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Greg Lewis, Tennessee Center for Family Business, Erica Dumpel, CDA Inc., and Monte McDowell, ARCpoint Labs of Atlanta-Northeast (Family Business Radio, Episode 27)

Family businesses are in the spotlight on this episode of Family Business Radio with host Anthony Chen. Greg Lewis of Tennessee Center for Family Business worked for years in the family business and chose to use his experience to help other family businesses. Erica Dumpel founded CDA, Inc. to deliver affordable health insurance, and now her son is actively working with her. Monte McDowell of ARCpoint Labs chose to leave corporate work and purchase a lab services franchise and go into business with his wife. Anthony wraps up the episode with a commentary on the importance of talking with loved ones about the legacy they want to leave through their investments. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Greg Lewis, Co-Founder, Tennessee Center for Family Business

The Tennessee Center for Family Business is a family business advisory group. They help business owners deal with the unique challenges of working together in a family business, plan for a successful transition and working together create a lasting family legacy.

Greg Lewis is co-founder of The Tennessee Center for Family Business. He is an expert in organizational management, team building, and generational leadership transition. His servant leader approach and 30 plus years of experience in building and leading his own family businesses make him a valuable resource to family business executives who want to become more effective leaders as they deal with the unique mix of family and non-family team members, values, culture and processes in which their family business operates.

His clients work in a variety of industries including manufacturing, transportation, supply chain, nonprofit, retail, healthcare and agriculture.

Greg is a frequent speaker on leadership and social enterprise. He serves as a Master Mentor at The Nashville Entrepreneur Center as well as a Mentor in Residence at The Wondr’y Innovation and Entrepreneurship Center at Vanderbilt University. Greg has a passion for working with the next generation of entrepreneurs and family business leaders.

Greg received his Bachelor’s Degree from the University of Tennessee Knoxville and holds leadership certifications from the Keller Graduate School of Management at Northwestern University and the Center for Association Leadership in Washington, DC. He is a certified trainer with the Ken Blanchard Companies in Situational Leadership II ®, the most taught leadership model in the world.

He is an active member of the Franklin Rotary at Breakfast where he recently served as President. In his spare time, he loves spending time with family and friends, being outdoors and cooking.He is a certified Kansas City Barbeque Society Judge.

Greg lives in Williamson County, Tennessee with his wife and business co-founder, Jennifer, and their golden retriever, Giggles. He has three beautiful daughters, a great son-in-law and grandson. Greg loves being outdoors, gardening, travelling, cooking and spending time with family and friends.

Company website | LinkedIn

Erica Dumpel, Founder and President, CDA Inc.

Czajkowski Dumpel & Associates, Inc. (CDA, Inc.) started as a boutique benefits agency in 1975 in the New York City market. Since moving to Georgia in 1981 many small to mid-market companies have benefited from CDA, Inc.’s willingness to look beyond traditional options for solutions to pay for employee healthcare costs.

CDA Inc. shops the market for the best benefit packages available to small companies and individuals with special consideration to claims that might be incurred specifically to the age/gender/family makeup of the group. The agency has grown from two to six individuals plus affiliated partnerships in order to provide the most expert and highest service levels possible. Continuation and succession planning is in place to guarantee ongoing levels of service and care to agency clients without interruption in case of any individual’s inability to perform at the levels of excellence our clients have come to expect.

Erica Dumpel is a co-founder and president at Czajkowski Dumpel & Associates, Inc.

Company website | LinkedIn

Monte McDowell, ARCpoint Labs of Atlanta-Northeast

ARCpoint Labs of Atlanta-Northeast is a full-service lab collection service in Duluth, Georgia. They provide testing in the areas of drug and alcohol, DNA, and other clinical health and wellness lab services. The lab is a trusted partner for business and individual consumers. The business supports a wide range of professions including legal/judicial, medical, and government.

Monte has a background of over two decades in HR. In 2o20 he decided to take the leap to get into a franchise and chose ARCpoint Labs. He and his wife run the business together.

Company website | LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all 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.

Transitioning a Family Business from One Generation to Another (Part 2 of 2)

December 15, 2021 by Garrett Ervin

Gwinnett Studio

Transitioning a Family Business from One Generation to Another (Part 2 of 2)

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Drew Gilbreath, Randy Brunson and Cole Porter

In the second part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.

Drew Gilbreath/Sutter, Mclellan & Gilbreath

Sutter, McLellan & Gilbreath prides itself on being an independent agency and its ability to create a strategic business partnership between their client, their carrier and their community. Through mutually beneficial alliances, Sutter, McLellan & Gilbreath provide tailored services and products compatible with your expectations. SMG will communicate clearly and keep the program design concise. Brady is the only broker at the agency that focuses solely on employee benefits.

Cole Porter/Porter Steel

In business since 1983, Porter Steel is one of Atlanta’s premier providers of structural steel, miscellaneous metals, and architectural metals to General Contractors and other fabricators in the area. Additionally, they have a custom manufacturing division where they partner with other manufacturers in completing the steel portion of their product.

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Greg Romero, Romero Solutions Group

December 10, 2021 by John Ray

Business Leaders Radio

Greg Romero, Romero Solutions Group

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Greg Romero, Romero Solutions Group

Greg Romero started his firm after successfully running and transforming a family business. Greg shares his experience, the lessons learned, what led him to start his practice, how he works with business owners, and much more. Business Leaders Radio is produced virtually from the Business RadioX® studios in Atlanta.

Romero Solutions Group

At Romero Solutions Group, they solve problems at the unique intersection of family and business.

They leverage their deep knowledge of family businesses, strategy, and business operations to help clients diagnose, plan and execute upon their change needs.

Company website | LinkedIn

Greg Romero, Founder and Principal, Romero Solutions Group

Greg is the Founder and Principal of Romero Solutions Group, a management consulting firm based out of Harvard, MA. His firm specializes in helping small to mid-sized (SMB) family businesses problem solve and create value across strategy, business operations and the family dynamic.

Before starting his own business, Greg spent 4.5 years successfully running a consumer goods-focused family business. As President & VP of Operations, he transformed many facets of the organization while simultaneously designing and executing a value-maximizing exit strategy for family shareholders just prior to the pandemic. Greg built his foundation of problem-solving, strategy, planning, and execution at Morgan Stanley in high-impact internal consulting and operator roles.

Greg is a proven leader across professional, philanthropic, and academic settings. He holds his MBA from New York University Leonard N. Stern School of Business with a specialization in Strategy and Finance.

Questions and Topics

Your experience running your wife’s family business
What led you to start your own management consulting firm?
What are a few of the prime situations in which you help clients?
How is your model different from other consulting firms?
What are your key principles and value proposition?
Any trends playing out or on the horizon that you think small to mid-sized family businesses leaders should be aware of?
What advice would you give to others who are interested in consulting and/or starting their own firms?

Business Leaders Radio is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. The show can be found on all the major podcast apps and a full archive can be found here.

Transitioning a Family Business from One Generation to Another (Part 1 of 2)

December 9, 2021 by Garrett Ervin

Gwinnett Studio

Transitioning a Family Business from One Generation to Another (Part 1 of 2)

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In the first part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.

Drew Gilbreath/Sutter, Mclellan & Gilbreath

Cole Porter/Porter Steel

Randy Brunson/Centurion Advisory Group

Stewarding Family Wealth is presented by

Educate and Empower E74

September 29, 2021 by Karen

Phoenix Business Radio

Educate and Empower E74

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Educate and Empower E74

Join the Tycoons as guests, Casey & Teresa Strunk, talk about being in the family business and the importance of a strong, comprehensive employee benefits package. This team has it figured out and knows that in order to make the dynamic work, they all have to have a mutual level of respect for each other.

Strunk Insurance believes in the value of serving local businesses to educate and empower employees to make the right decisions for themselves and their families. They understand that in order to keep the great people that you already have, employee satisfaction is so important and employee benefits contributes in large part to that satisfaction.

You’ll want to listen to this episode to learn a lot about going into the family business, boundaries to respect, and employee retention. The workforce is shifting and people want choices to fit their lifestyle and Strunk Insurance can help bridge that gap. Find them on their multiple platforms to find out more!

The Strunk Insurance Group is a 40 year old multi-generation employee benefits firm. They serve over 200 corporate clients accross the country helping with everything from employee benefits, compliance, HR and retirement plans. As a botique regional agency, they specalize in working with those small to mid-sized employers with 50-500 enrolled employees.

With the costs of benefits and health care rising, Casey J. Strunk is passionate about leveraging innovative methods coupled with traditional solutions to create fiscal efficiencies in today’s businesses’ employee offerings.

As President of Strunk Insurance Group, Mr. Strunk provides high level and strategic oversight of clients’ benefits packages, as well as making recommendations based upon the industry’s latest trends.

With the hopes of carrying on his father’s stellar legacy, Mr. Strunk is committed to providing the same quality of service that clients from the Strunk Insurance Group’s inception have come to expect to those in present day.

His future plans also include expanding both the services the company offers and the company’s reputation, geographically, to become one of the premier benefits agencies in the Southwest. Instilled with his father’s Midwestern values and work ethic, Mr. Strunk also continually strives to bring innovative, yet pragmatic processes and practices to the table.

Equipped with a Bachelor’s degree in communication from Northwestern University, Mr. Strunk understands the importance of being able to adapt to his audience, as he often works with a wide range of clients. This expertise has also helped him in translating complex laws and regulations into easy-to-digest concepts.

Casey is married to wife Teresa and they have daughters Margaret and Rachel.

Connect with Casey on LinkedIn and follow Strunk Insurance Group on Instagram.

Teresa Strunk is Vice President of Strunk Insurance Group.

Connect with Teresa on LinkedIn.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3795463-092721

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.