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FACTORS FOR SALES SUCCESS – LEADERSHIP AND POINT OF SALE: Phillip Saxton with Small Business Samaritans

October 22, 2014 by Mike

On the Money

FACTORS FOR SALES SUCCESS - LEADERSHIP AND POINT OF SALE: Phillip Saxton with Small Business Samaritans

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Phillip Saxton reveals several major factors for sales success including leadership and point-of-sale with host Joe Moss, the president of Embassy National Bank.

Phillip Saxton/Small Business Samaritans

Small Business Samaritans cares about the individuals who have the dream and courage to start a business. These dreams are important, not just to them and their families, but to their customers and the community where they operate.

We are living in challenging economic times where much of the future of the United States depends upon job creation. Our top concerns as a nation lie with economic recovery, job creation, and setting up & operating successful businesses. It is highly doubtful that many new jobs are going to be created by big business, global business, governments, inventions or new investments. During the last 15 years, according to the Small Business Administration (SBA), small businesses generated over 64% of new jobs. Currently, 70% of job growth is generated by small businesses, which is expected to continue, if not increase, in the next four years.

Small businesses have been severely affected by economic, global and political forces completely out of their control. The current recession was caused by poor political decisions, poor leadership from large financial organizations, a liquidity shortfall in the banking system caused by the overvaluation of assets, poor leadership from large corporations, and greed.

The concept of SBS was born out of the idea that small businesses and entrepreneurs needed to do things differently in order to insulate them from these economic and political forces. Our communities depend upon doing things differently. The goal is to operate a business that is less subjected to outside forces.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

THE EVOLVING ROLE OF A CFO – Ed Cordell

October 1, 2014 by Mike

On the Money

THE EVOLVING ROLE OF A CFO - Ed Cordell

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Ed Cordell discusses growth companies, business funding and the evolving role of CFO’s with Joe Moss, the president of Embassy National Bank.

Ed Cordell/CFO

Ed Cordell has been a financial leader for several growth-oriented companies in the Atlanta area over the past 20 years. In these capacities, he has developed successful financial strategies for rapid growth. This included mergers and divestitures, business planning, risk management and financial modeling in both private and publicly traded high-growth and high-tech companies.

The operations of small to mid-sized companies can always be more efficient through improved finance management, cost control, and employee compliance. Developing and inspiring high performing, multi-cultural teams, effectively partnering with business leaders and sponsoring change within the organization is key to the improvements. Ultimately, value creation and client satisfaction are key to the success of any business, large or small.

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Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Mike

Gwinnett Studio

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel — Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

Reverse Mortgages and Paying for Home Health Care

September 12, 2014 by Mike

Gwinnett Studio

Reverse Mortgages and Paying for Home Health Care

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Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Dan Wolbe/Liberty Home Equity Solutions

One of the nation’s largest reverse mortgage companies. Liberty uses licensed local representatives to help seniors understand the potential benefit in unlocking their home’s equity. They discuss financial security for those that want to stay in their homes and the many ways reverse mortgage can improve their lives.

Nancy Bour/Synergy HomeCare of Metro Atlanta

When trusting someone to care for you or your loved one, it is important to have confidence in their passion to serve and their care giving skills. At Synergy HomeCare, they can help you to find the care you need as you age, recover from illness, or seek assistance during a difficult time. Let them take your worries away so that you can relax and enjoy quality time with your parent, your child, your friend, etc. They want you to have peace of mind and feel physically, mentally, and emotionally relieved. You are not alone and they can make caring for a loved one a pleasure.

Senior Salute Moment: Today’s senior Salute Moment recognizes Edwin Garner for living all of his days in the place he so fondly calls home.

Expert Tips on Charitable Giving

June 25, 2014 by Mike

Gwinnett Studio

Expert Tips on Charitable Giving

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Craig Frankel, Adam Gaslowitz, Stephen Berman, Donna Barwick, Ty Tippett

How much of the charitable planning should be tax-motivated and how much should be purpose-motivated? What is the difference between various forms of charitable giving? If you ever ask yourself these or similar questions, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this debut of “Wealth Matters”, attorneys Adam Gaslowitz and Craig Frankel interview Donna Barwick, Ty Tippett and Stephen Berman on the topic of charitable giving. The show is filled with important tips and hints of giving from both wealth management perspective and the perspective of effectively making a difference in the community.

Donna Barwick/Wilmington Trust Company

As a Senior Fiduciary Officer at Wilmington Trust Company, Donna brings to the table more than three decades of experience in trusts and estate planning. She previously served as a senior director in BNY Mellon’s Wealth Management group in Atlanta, specializing in wealth management and estate planning strategies for high-networth clients.

Donna shared that she gets to advise her clients not only how to give, but also what to give to. Donna recommends to utilize the Community Foundation in Atlanta as a great tool to find philanthropic organizations to support. Donna also started a great conversation during the show with this opinion: “If dollars don’t make a difference, donors will not stay engaged, so charities should let donors know how donations are used.

Phone: 404-760-2104
Email: dbarwick@wilmingtontrust.com

Ty Tippett/Shepherd Center Foundation

Ty Tippett is a fundraising professional who is an AV-rated attorney with more than 20 years of experience in the private practice of law and 6 1/2 years in wealth management with a large regional bank. Serving as the Senior Director, Planned Gifts at Shepherd Center Foundation, Ty has been placing a particular emphasis on wills, trusts and estates.

Ty’s advice to his clients who consider donating to the Shepherd Center Foundation, as he shared during the interview, is to learn more about the Center and get involved as a volunteer to see what difference each dollar makes within the community. He also revealed how he got involved with the Shepherd Center Foundation and how it became his “biggest blessing.”

Phone: 404-350-7308
Email: ty_tippett@shepherd.org

Stephen Berman/Stephen M. Berman and Associates

Founder and Managing Partner at Stephen M. Berman and Associates, Stephen has been a recognized expert and authority in tax strategy, including income tax, estate tax, charitable gift planning and business-related matters. His greatest asset is a creative approach to solving complex tax matters for high-networth individuals, corporate executives, families, LLCs, partnerships, trusts and estates.

Stephen shared with us that he recommends to his clients to “pick the passion with a need and find the right tools to make it happen.” Stephen said “if you don’t have a heart call to make a difference, don’t do charitable giving.” Listen the interview to find out why.

Phone: 404-262-2181
Email: sberman@bermanllc.com

About Gaslowitz Frankel:

If you enjoyed the show and would like to connect with our guest experts, please see their contact information below.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

BITCOIN, THE DIGITAL CURRENCY: Bryan Krohn with bitpay

June 11, 2014 by Mike

On the Money

BITCOIN, THE DIGITAL CURRENCY: Bryan Krohn with bitpay

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Bryan Krohn, the CFO of bitpay, joins Joe Moss to discuss the present and future state of digital currency.

Bryan Krohn/bitpay

Bryan Krohn is the CFO of bitpay, a merchant acquirer for merchants wishing to accept bitcoin as a form of payment from their buyers. BitPay is the leading Bitcoin payment service provider for which the company has been called the “PayPal of Bitcoin”. As of May 2014, BitPay provided payment processing services for more than 40,000 businesses including the gaming giant Zynga, popular blogging platform WordPress, and the NBA’s Sacramento Kings, and had processed over $100 million worth of bitcoin transactions by 2013.

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Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

SO YOU WANT TO BE IN THE RESTAURANT BAR BUSINESS? Johnny Esposito with Arena Tavern

May 21, 2014 by Mike

On the Money

SO YOU WANT TO BE IN THE RESTAURANT BAR BUSINESS? Johnny Esposito with Arena Tavern

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Johnny Esposito of Arena Tavern joins Joe Moss to discuss the business of running a successful restaurant.

Johnny Esposito/Arena Tavern

Located at the Sugarloaf Parkway and Satellite Blvd. intersection in Duluth, Arena Tavern offers a welcoming and comfortable atmosphere. Their kitchen offers a unique menu selection from appetizers like their signature Nacho Tower or a Southern favorite, Fried Green Tomatoes, to their award-winning burgers and BBQ.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market. Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

THE FUTURE OF MONEY: Ben Robey with Embassy National Bank

April 30, 2014 by Mike

On the Money

THE FUTURE OF MONEY: Ben Robey with Embassy National Bank

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Ben Robey with Embassy National Bank joins Joe Moss to discuss the future of money and the transition towards a cashless society.

Ben Robey/Embassy National Bank

Ben Robey is a Vice President and the Retail Banking Manager at Embassy National Bank. A new building with an old soul, Embassy National Bank was founded in 2007 to meet a need of its community: a truly business-friendly local partner who could make lending and banking accessible, straightforward and grounded. A local group of businessmen with backgrounds in finance, banking and hospitality created that partner for the greater Atlanta area. To support that vision, Embassy National Bank has assembled a team of managers and bankers with both local and nationwide experience to support the bank’s mission: to be the community partner our small businesses want, and our neighbors need.

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