financial planner Archives - Page 2 of 2

Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

October 3, 2022 by John Ray

Family Business Radio

Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

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Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed the value of having an exit plan and being aware of what your true goals are.

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.

Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity

February 18, 2021 by Mike

Gwinnett Business Radio

Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity

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Sarah Senior, Max Wolk and Nancy Herrington

Maxwell Wolk/Raymond James

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture.

Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

Their deliberate nature and thoughtful approach to financial planning has led to a history of strength and steady, stable growth. The company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. Since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.

Nancy Herrington & Sarah Senior/Insperity

Insperity is a full-service HR Company that helps clients strengthen and streamline their business. Their proven approach helps better manage costs and minimize risk, helping businesses get ready-to-use HR infrastructure that they need to be more efficient and profitable, while showing them how to maximize their performance and productivity.

Gwinnett Business Radio is presented by

James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

December 9, 2019 by John Ray

North Fulton Business Radio

James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

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North Fulton Business Radio, Episode 182: James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

On this edition of “North Fulton Business Radio,” James Daniel of The Advisory Firm discussed the advantages of fee-only financial planning, while Jeff Armacost, Whole Brain Brands, offered both business and personal branding advice. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

James Daniel, The Advisory Firm

James Daniel owns The Advisory Firm, a fee-only fiduciary wealth management practice providing planning, investment and tax services to clients throughout North Georgia.

James is a former electrical engineer. He entered the financial services industry as a professional stock trader and transitioned to a full service broker/dealer. He started his Alpharetta-based firm in 2006, and has experience from the consumer perspective, as well as on the product sales side. James offers financial planning with no product selling. His approach to planning is about designing client strategy and educating you on what needs to be done to accomplish objectives.

To learn more, go to The Advisory Firm website, email James directly, or call 678-566-3711.

Jeff Armacost, Whole Brain Brands

Jeff Armacost is the Chief Brand Guy for his firm, Whole Brain Brands. The company has offered brand identity, brand communications, website design and social media expertise to such clients as Coca-Cola, Emory University and the Jimmy Carter Library.

Jeff has decades of experience as a brand strategist. He and his team at Whole Brain Brands provide high-level project management, understanding that new technologies have fundamentally changed the way companies and consumers engage with brands. They create a strategy that develops as businesses grow and evolve, so clients are ready for new opportunities as they arise.

To learn more, go to the Whole Brain Brands website, email Jeff directly, or call 404-514-6588.

North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Spring Cleaning Your Financial House

May 22, 2019 by Mike

Gwinnett Studio

Spring Cleaning Your Financial House

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Robert Port, Bradley Hilton, Laura Akins, Craig Frankel

Bradley Hilton/Modera Wealth Management

Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.

Prior to joining Modera, Bradley was a member of the wealth planning team at Wells Fargo Private Bank. Before that, he was a Wealth Strategies Analyst with U.S. Trust, a Bank of America company. He began his financial planning career as a Financial Analyst with The Ayco Company, part of Goldman Sachs.

Bradley earned his MBA from Georgia State University with a Masters Concentration in Personal Financial Planning. He also holds a Bachelor of Science in Business Administration with a concentration in Information Technology from the University of North Carolina at Wilmington. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional.

Laura Akins/Nadler Biernath

Laura Akins practices in the areas of elder law, probate, and estate planning with Nadler Biernath. Laura assists her clients in planning for family emergencies, finding solutions for complicated mixed family circumstances, and for the end of life. After a loved one has experienced a catastrophe or passed away, Laura helps clients navigate through the probate procedure and legalities.

As a native of Atlanta, Laura appreciates the opportunity to serve her hometown community. With patience and empathy, she guides her clients through the often overwhelming estate planning or probate processes. Laura finds it incredibly rewarding to connect with her clients and make difficult circumstances easier.

Laura received a B.A. in History from the University of Georgia and a J.D. from Cumberland School of Law, Samford University. She is an active member of the Georgia Association for Women Lawyers and the Atlanta Bar Association. Laura serves on board for the Elder Law Section of the Atlanta Bar and for the Threshold Community Program (a/k/a The Community School).

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Business Advisor Elizabeth Gordon interviews Bonnie Ross-Parker, CEO/Founder of The Joy of Connecting, and The Latina Joy of Connecting, and Joy of Connecting Licensees â€“ Annette Walden Mason, of Painted Lady, Enterprises and Carole McNichol of Kylen Financials Inc. on The Chic Perspectives Show

June 22, 2010 by angishields

Chic Perspectives

Business Advisor Elizabeth Gordon interviews Bonnie Ross-Parker, CEO/Founder of The Joy of Connecting, and The Latina Joy of Connecting, and Joy of Connecting Licensees â€“ Annette Walden Mason, of Painted Lady, Enterprises and Carole McNichol of Kylen Financials Inc. on The Chic Perspectives Show

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Today on the Chic Perspectives Show, we shined the Chic Spotlight on The Joy of Connecting.Â My guests were Bonnie Ross-Parker, CEO/Founder of The Joy of Connecting, and The Latina Joy of Connecting,Â and 2 of the many Joy of Connecting Licensees – Annette Walden Mason, of Painted Lady, Enterprises and Carole McNichol of Kylen Financials Inc.

Bonnie â€“ A seasoned speaker/author and creator of a national/non-membership organization called The Joy of Connecting.Â With 27+ years of networking experience, Bonnieâ€™s focus is to support entrepreneurial women, professionals and business owners with her customer acquisition/marketing model.

Annette Walden Mason has a background in customer service and sales.Â She is a marketing solutions consultant, entrepreneur, speaker, and facilitator. Her company is Painted Lady, Enterprises. She helps businesses with their relationship marketing both online and off line.Â Annette is also one of the contributors for the book â€˜42 Rules for Effective Connections.â€™

Carole McNichol is a Financial Adviser with Kylen Financials with over 22 years experience in the insurance and financial services, specializing in helping women to feel comfortable with their finances and empowering them to take charge of their financial future. Carole currently holds the following licenses series 7, 65, 63, variable, life and health.

Bonnie talked about how she identified a need in the market for Joy of Connecting while at Mail Boxes Etc. and why she decided to move forward with the business – 8 years later it is thriving and growing.

With so much emphasis on on-line marketing, or â€˜social mediaâ€™ as many people call it, Carole talked about why she thinks itâ€™s important to also have off-line marketing.

It is very important for businesspeople to have off-line marketing in addition to an online strategy. The industry that Carole serves does not allow me to do any social media to advertise her business. It is a highly regulated industry and all print advertising must go through compliance.Â Seminars that have been her largest marketing tool – and with all the networking and connections she makes through TheÂ Joy of Connecting – sheâ€™s been packing the room at her seminars.

Annette talked about some of the off-line opportunities available today – There are lots, BNI (Business Network International),Â The local chambers of commerce, PowerCore, and a number of local types of groups both open and closed.Â The ladies talked about what make the Joy of Connecting experience so unique in comparison.

Bonnie touched on some of the differences between the genders when it comes to networking.

Bonnie, explained why she decided to add another networking venue to the marketplace.Â Even though there were already several womenâ€™s organizations in place, with The Joy of Connecting, the format, style and flexibility make it a truly differentiated opportunity to meet new people in a way that fits a busy womanâ€™s schedule.

Since the ladies are involved with The Joy of Connecting â€“ they described how the meetings work and what they each derive from participating.

Carole talked about how The Joy of Connecting has been and continues to be a unique marketing tool for her. She has used it as a way to gather an audience to market her financial seminars. Instead of trying to sell to her networking groupÂ she asks the women to help her invite other women for an educational fun event. By giving these events it as made a significant difference to her business. She has also helped women within her group by helping them to showcase their expertise within the events.

The more we talked about the benefits of this connecting experience, itâ€™s apparent just how special it is.Â Layers upon layers of benefits.

Annette said that what she most wanted was to develop relationships with other entrepreneurial women.Â Over the years these relationships have helped to grow her business and have also turned into wonderful friendships.Â It is a warm and nurturing environment.Â Women who are just starting a business and come to a Joy of Connecting always commit about how at ease they felt.

Carole talked more about some of the benefits for women to participate at a Joy of Connecting event.

Annette, added in some great Zig Ziglar wisdom – reminding us that Â -Â People want to do business with people they know like and trust.Â Itâ€™s about building the relationship.Â She related networking to what Zig Ziglar says about motivation and taking a bathâ€¦.you canâ€™t do it just once and expect it to last.Â She recommended finding places you feel comfortable networking and keep going on a regular basis.

Bonnie explained more about the licensing opportunity for someone wants to own a license and offer The Joy of Connecting in her community, the first thing she should do is check out the information on the website and fill out an application to be part of this great organization.

We talked about the reach and ripple effect The Joy of Connecting has had on Atlanta business community and far beyond.

LIsten to the replay and visit the websites to find out more about these fabulous ladies and The Joy of Connecting with them. Â www.TheJOYofConnecting.com, www.TheLatinaJOYofConnecting.com and www.BonnieRossParker.com

Annette:Â Website – www.PaintedLadyEnterprises.com

Blog www.PaintedLadyMusings.com

Twitter â€“ PaintedLady1 â€“ www.Twitter.com/PaintedLady1

Facebook â€“ PaintedLady â€“ www.Facebook.com/PaintedLady

Carole: www.kylenfinancials.com

Thanks so much for tuning in to hear how these ladies are succeeding and style and get their Chic Tips on how you can too.

Thanks for listening and thank you to my lovely guests.

Iâ€™ll talk to you next week.

Stay Chic !

Elizabeth