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Robert Steele, Steele Financial Group (North Fulton Business Radio, Episode 330)

February 24, 2021 by John Ray

North Fulton Business Radio

Robert Steele, Steele Financial Group (North Fulton Business Radio, Episode 330)

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Robert Steele, Steele Financial Group (North Fulton Business Radio, Episode 330)

Robert Steele, Steele Financial Group, joins host John Ray to discuss health insurance alternatives that significantly reduce costs for business owners. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Robert Steele, CEO, Steele Financial Group

Robert Steele has 40 years of Insurance, Employee Benefits, Healthcare, and Technology experience as a sales and marketing executive. Robert’s biggest asset is his ability to take companies in transition and turn them around when sales, marketing or product development was causing financial or operational bottlenecks.

He has taken four companies that were all facing growth problems with a different underlying problem at each company and created new opportunities for growth, financing, or product development and enhancement. Robert loves challenges. He is adept at dealing with C-Suite executives where a trusted advisor relationship becomes the difference between making a sale and losing a sale is a key to his success. His innate ability to ask key questions, at the right time, to get executives engaged in the process has led Robert to close six, seven, and eight-figure deals.

Robert’s passion is helping teams re-invent themselves to a level of excellence in their sales activity and exceeding objectives. He has mentored peers, colleagues, and even competitors to think differently about themselves and their approach to problems that have been plaguing their sales challenges.

His diverse set of skills earned him the title of Top Sales performer with $25 million in Total Contract Value (TCV) in a single year. Robert has closed more than $750 million in TCV in his career with his largest single sale being $90 million. He is a published author and has written for numerous publications and is working on his next book about insurance and healthcare issues currently causing consumers to find themselves either confused, frustrated or angry about the current state of their financial situation.

Robert is also a “pay it forward” person that sees the value in investing in the future development of people wanting a career in sales. He founded the Steele Center for Professional Sales at the University of North Alabama, his alma mater. This program places 100% of its’ graduates, earning a degree in Professional Sales, into positions with some of the largest companies operating in the US today. The students are widely recruited and compete in numerous national competitions against universities all over the country.

Connect with Robert on LinkedIn

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® 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.

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 over $13 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.

Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

November 6, 2020 by Karen

Phoenix Business Radio

Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

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Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

Scott Jones joined the Brown & Brown Phoenix team in 2003 as a Property & Casualty Producer and was quickly recognized as an up and comer in the organization. In 2006, Scott was asked to relocate to New Mexico and lead day-to-day operations in Albuquerque, Santa Fe and Taos.

These offices flourished under Scott’s leadership. In 2008 and again in 2010 the New Mexico office won Western Regional Office of the Year for Brown & Brown Insurance of Arizona and was ranked Top 10 in the State for Best Places to Work.

Effective July 2016 Scott returned to be the President of our Phoenix office. Since that time, the Phoenix office has seen year over year growth. In addition to being head of office Scott’s believes in being involved in the community.

He is currently focused on raising funds for St. Mary’s Food Bank, and Amanda Hope. Scott is currently the President of the IICF and sits on the board of the Arizona Chapter of YPO.

Bari Levy is an insurance professional who has been in the industry for almost 9 years. Her passion is to connect with new people and build new relationships, which turn into partnerships on a personal and business level.

Within the agency, her job is to partner with Brown and Brown’s producers, who specialize in certain industries, to connect them with prospects to ensure they are protected in regards to all their insurance needs and are able to sleep better at night.

Connect with Bari on LinkedIn and Facebook.

Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group

December 3, 2019 by John Ray

North Fulton Business Radio

Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group

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North Fulton Business Radio, Episode 180: Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group

Tax strategies and advice for small businesses and money-saving alternative individual and group health insurance coverage were the topics on this edition of “North Fulton Business Radio” as Donna Beatty, Frazier & Deeter, and Bill Neglia, Neglia Insurance Group joined the show. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

Donna Beatty, Frazier & Deeter

Donna Beatty is a Tax Partner with Frazier & Deeter, a full service CPA tax, advisory and consulting firm. Frazier & Deeter has offices throughout the nation and in London, including locations in midtown Atlanta and Alpharetta, GA.

Donna lives in Roswell and graduated from the University of Georgia Terry School of Business. She has worked in public accounting for most of her career. Donna delights in helping clients to coordinate tax issues and related planning. Her expertise includes business income reported on individual returns, and how to manage the nuances of this tax paying structure.

To learn more go to the Frazier & Deeter website, email Donna, or call 404 573-4098.

Bill Neglia, Neglia Insurance Group

Bill Neglia owns Neglia Insurance Group and specializes in working with self employed individuals, families business owners and their employees. The firm’s primary focus is to provide advice and outside-the-box solutions regarding healthcare and other benefits insurance plans such as life, disability, long term care, dental, vision and Medicare supplements. Bill’s firm has access to all of the major insurance carriers as well as many smaller niche companies that offer plans and strategies that are not offered by the traditional insurance providers.

Because Neglia Insurance Group is individually owned and locally operated, you get the personal attention you deserve. You don’t have to talk to a machine or push buttons to get answers about your insurance questions.

To learn more go to the Neglia Insurance Group website, email Bill, or call 404-433-8838.

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.

Bill Neglia of Neglia Insurance Group, Todd Evans of Pieper O’Brien Herr Architects, and Roop Singh of Intuit Factory

October 17, 2019 by Garrett Ervin

Gwinnett Business Radio

Bill Neglia of Neglia Insurance Group, Todd Evans of Pieper O'Brien Herr Architects, and Roop Singh of Intuit Factory

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Mike Sammond, Roop Singh, Bill Neglia, Todd Evans, Steven Julian

Bill Neglia/Neglia Insurance Group

The Neglia Insurance Group is a full-service independent insurance agency that was started in 1983. They specialize in health, life, long term care, disability, dental, vision, and Medicare insurance plans. They work with individuals, families, business owners and their employees to make sure they have the most suitable and cost-effective insurance plans at all times. They have access to every major insurance carrier, as well as many smaller niche companies who most consumers don’t know exist. They consistently save their health insurance clients hundreds, and sometimes thousands, of dollars each month. They pride themselves in providing superior customer service before, during, and long after the sales process. There is no charge to their clients for their services!

Todd Evans/Pieper O’Brien Herr Architects

Pieper O’Brien Herr Architects is a 50-year-old Atlanta-based architectural, interior and graphic design firm that specializes in office, commercial, industrial, public sector, and mission critical projects throughout the country.

Roop Singh/Intuit Factory

Intuit Factory is a multi-disciplinary team bringing in a diverse set of techniques, philosophies, and models to navigate your blockchain journey. They are not your run-of-the-mill consulting firm. They combine deep business insight with an expert understanding of how this foundational technology will create strategic impact, drive new business models, and create new markets. To grasp this shift, it’s not sufficient to merely understand how blockchain works. They aim to land you at the “why” before developing the “what”. Leveraging their years of expertise in business process transformation, they now guide you to leapfrog into the future using blockchain.

Stacey Reece with Spherion and Matt Pruitt with The Matt Pruitt Agency

August 13, 2019 by Beau Henderson

North Georgia Business Radio

Stacey Reece with Spherion and Matt Pruitt with The Matt Pruitt Agency

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Beau Henderson, Stacey Reece, Matt Pruitt, Dr. Bill Lampton

Stacey Reece/Spherion

Welcome to Spherion in Gainesville, Georgia! If you’re searching for a job or considering a career move, Spherion would love to help you achieve your work goals. Locally owned, the Spherion Gainesville team has connections to the area’s most respected employers and insight into up-and-coming career opportunities. Partnering together, you’ll have a team of experienced staffing professionals working on your behalf to give you a real advantage in your job pursuits.

Matt Pruitt/The Matt Pruitt Agency

The Matt Pruitt Agency serves the state of Georgia in pretty much all aspects of insurance. Matt Pruitt helps people with their personal coverages as well as helping business owners solve issues with not only commercial insurance but health insurance as well. After sitting down with The Matt Pruitt Agency, business owners can build more value with their employees as well as improve retention.

Julie Soltis with BMW Performance Driving School and Nichelle Jones with Jones Health and Benefits

July 11, 2019 by Garrett Ervin

Gwinnett Business Radio

Julie Soltis with BMW Performance Driving School and Nichelle Jones with Jones Health and Benefits

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Mike Sammond, Nichelle Jones, Julie Soltis, Steven Julian

Julie Soltis/BMW Performance Driving School

The BMW Performance Center is a permanent performance driver training facility located in Greer, South Carolina. The facility is open to the public and offers a wide range of driving schools for licensed drivers of all ages and capabilities. The facility also offers special programs for private and corporate groups. The BMW Performance Driving Schools are taught by BMW professional driving instructors on a private course. The classes provide individuals with the opportunity to get behind the wheel of the Ultimate Driving Machine® and learn proper vision, basic car control, panic braking, handling, last-minute emergency lane changing, distracted driving, high-speed control, precision driving and much more.

Nichelle Jones/Jones Health and Benefits

As a healthcare benefits expert and licensed agent, Nichelle Jones has over 20 years of benefits administration and design experience with insurance carriers, benefits brokerages and human resources departments. In addition to her years of experience, she holds an industry designation as a Registered Health Underwriter, a Masters of Arts in Organizational Management from University of Phoenix and Bachelor of Arts in Psychology from Kent State University. She is also a member of industry associations like the Georgia Association of Healthcare Executives, SHRM ATLANTA, National Association of African Americans in Human Resources and Former Board Member of ProWIN.

Since starting Jones Health and Benefits in 2010, Nichelle has been successfully advising numerous clients and how to evaluate and select the most cost effective healthcare including Medicare and Affordable Care Act compliant options for their employees, families and themselves.

MARKETING MATTERS WITH RYAN SAUERS: Alicia Wehner with Brand and Britt Insurance Agency

June 27, 2019 by Garrett Ervin

Gwinnett Studio

MARKETING MATTERS WITH RYAN SAUERS: Alicia Wehner with Brand and Britt Insurance Agency

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Alicia Wehner/Brand and Britt Insurance Agency

Brand and Britt Insurance Agency has locations in Monroe, Loganville, Grayson and Buford. In business over 40 years, Brand and Britt represents over 35 insurance carriers. They provide insurance for individuals, businesses, health/life/disability, and bonds.

Alicia Wehner has held a job in one way or another since she was 14 years old. From yogurt server, to shoe sales, to retail sales, to bank teller, to bank management and business lender, to insurance. It’s been an interesting and fun ride!

Jane Bishop/Take the Next Step

Jane Bishop, is CEO of Take the Next Step which emerged out of her passion to help others “go for their It.” She helps small business owners, entrepreneurs strengthen and align with their inner core for success by using her coaching and training skills. When you work with Jane you will experience accomplishing your “it,” and be a greater influence to those around you. Jane uses her E4U system to help clients get to the core faster to create and execute a plan for effectiveness. Jane is also a professional speaker and published author. Curious? Reach out and book a complimentary session and see where that leads.

Ryan Sauers/President of Sauers Consulting Strategies

Ryan T. Sauers has spent over 25 years leading and/or consulting with marketing, media, and related companies. He is also owner of two Our Town Gwinnett monthly magazines. Sauers is a frequent national speaker and global columnist. He serves as an adjunct university professor teaching leadership courses. Ryan is a Certified Myers Briggs, DiSC, and Emotional Intelligence practitioner. Ryan is working on his Doctoral degree in Leadership. He is author of the best-selling books Everyone is in Sales and Would You Buy from You?

Show Overview

Marketing Matters with Ryan Sauers is a radio show discussing topics as they relate to marketing, communications, sales, leadership and more. Host Ryan Sauers, a best-selling author and national speaker, discusses how these topics play a role in every aspect of our lives. Each episode shares tangible nuggets of information that listeners can easily understand and apply to their everyday life, whether personal or business. The show challenges listeners’ current state of thinking so they can grow to new heights and see new opportunities in business, which is rapidly changing, multi-generational. and noisy in nature.

Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

April 19, 2019 by Karen

direct2md-ceo-paul-flatley-and-chief-sales-officer-scott-mara-loftus-financial-ceo-mike-loftus-with-guest-co-host-barb-regis1

Phoenix Business Radio

Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

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Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

Direct2MD provides access to a health care provider — on our app or online, with no insurance forms, hassle or paperwork. Just quality and convenience at an affordable rate. Your virtual doctor can write prescriptions, request imaging and request lab work just like a traditional doctor. Now Employers can provide Employees and their Families with quality healthcare with no co-pays.

Paul Flatley, DO, FACEP is the Co-Founder and CEO of Direct2MD. Previously Dr. Flatley worked in the Emergency department for HonorHealth in Scottsdale where he held the position of Medical Director and Chair. Dr. Flatley completed medical school at Midwestern University in Chicago prior to completing residency in Emergency Medicine at Maricopa Medical Center in Phoenix.

Dr. Flatley was chief resident in his graduating class and also received recognition for Most Outstanding Resident having been nominated by both his colleagues and Attending physicians. Dr. Flatley has volunteered his time as the Attending physician at ChristCares clinic, during its operation from 2012-2015. Lastly having a love for hockey Dr. Flatley has thrilled to have been a team physician for his beloved Arizona Coyote’s.

Growing up in Mesa, Scott Mara didn’t venture far when he decided to attended Arizona State University where he was a Communication major.

Scott’s professional career began as a Territory Manager for the fortune 500 company Economics Laboratory. Responsibilities included business growth and retention in the northern and eastern portions of Arizona.

Ready for a new challenge and armed with what he was learning at Economics Laboratory, Scott made the decision to become his own boss and enter the finance and insurance industry with Prudential Financial. Here Scott had his first experience working alongside business owners assisting them with their company benefits and company plans for the future. This would be where Scott caught the entrepreneurial bug.

So, working alongside his wife Kathy they founded Celara in 1995, where Scott was remained the CEO for a little more than 19 years. .

Then after nearly 20 years Scott decided to follow his dreams and in 2016 he entered the health care industry as the Chief Sales Officer at Direct2MD.

The rest as they say is to be continued…

Mike Loftus was born and raised in Prescott, second generation. Attended tech school in Phoenix and received an AA in electrical engineering. Mike then worked for Xerox in the early 80’s when the personal computer was just emerging.

He left Xerox in 1987 and began a career in life and health insurance following his father’s footsteps. He started his own company, Loftus Financial in 1988. Business owners needed buy-sell insurance, key-man, personal coverage, and pension plans which led to entering the group health market in 1988 at his customers request. By the mid 90’s he entered into the self-funding space where he could design and bring the best of the best components of healthcare to his clients. Mike’s favorite clients are one’s that care about their employees.

Mike continues to stay on top of new products and ideas that reduce cost, bring high quality to his customers, and provides a high level of service to his customers.

Mike was introduced to Direct2MD in the early stages of their development, has assisted in their understanding of healthcare, and building a product unparallel in the telehealth space.

Follow Direct2MD on LinkedIn, Facebook, Twitter and Instagram.

Barb Regis is a Physician Assistant (PA) and a primary care provider for nearly 20 years with a passion for education and advocacy. She believes in the power of compassionate care with a team approach, and she is always open to questions and communicating without judgment.

Along with being a Best of Health Advocate, Barb is also an author. In her book, Surviving the “Business” of Healthcare–Knowledge Is Power!, she shares a uniquely useful perspective with readers and addresses many concerns faced by all of us when we address our health.

Barb currently works for Premise Health at Insight Enterprises in Tempe, Arizona as a solo practitioner providing primary care to employees and families on campus. She is certified by the National Commission of Certification of Physician Assistants and is an active member of the American Academy of Physician Assistants.

Follow Ask the PA on Facebook.

Kevin Heath with MTD Benefits and Juan Luna with Luna’s

April 9, 2019 by Beau Henderson

North Georgia Business Radio

Kevin Heath with MTD Benefits and Juan Luna with Luna's

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Beau Henderson, Kevin Heath, Juan Luna, Dr. Bill Lampton

Kevin Heath/MTD Benefits

Kevin Heath is a licensed Life and Health insurance agent in Georgia, the southeast, and multiple other states. Kevin holds many other certifications within his industry and is always on the cutting edge of certifications in his field. He has been helping clients with their health insurance needs since 2004. In the early years of his career, Kevin worked directly for a few large insurance companies and agencies. While he really enjoyed being able to help clients find coverage that best suited their needs, it was clear to him that not one company is best for everyone and this was the driving force that led him to start his own brokerage firm. MTD Benefits grew from Kevin’s desire to offer his clients a multitude of options from multiple carriers as he felt strongly that what may work for one person wouldn’t work for another. MTD stands for Making The Difference and that is exactly what drives Kevin professionally.

When Kevin is not helping others with their insurance needs, he loves spending time with his wife of almost twenty years, Brooke, and their 3 daughters. You can usually find Kevin and Brooke watching their eldest daughter on stage, in the stands at a football game watching their middle daughter cheer, or on the sidelines at a soccer game watching their youngest daughter play. Kevin is a member at The Highlands Church and loves spending time with his church family. He also serves on many boards and committees with local organizations. Kevin is a strong believer in giving back to the community and he makes it a priority to do so in many ways throughout the year.

Juan Luna/Luna’s

Juan Luna, opened Luna’s Restaurant February 7th, 1997 on the ground level of the Hunt Tower in downtown Gainesville, Georgia. His mission is to offer the local community a restaurant serving the best American cuisine with a Continental flair. Each year, in operation, Luna’s has consistently increased its patronage. Furthermore, Luna’s has become a household name in catering. Over the years they have catered some of Gainesville’s most memorable events – art openings, graduation ceremonies, victory parties for political candidates, the Governor’s fund-raisers, the inauguration of their Chamber of Commerce and the 33rd International Canoe Federation Flatwater Racing World Championships, to mention a few. Luna’s has been tremendously successful in catering rehearsal dinners, wedding receptions and various other personal celebrations.