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Billy Potter, CEO, Snellings Walters Insurance Agency

March 15, 2022 by John Ray

Snellings Walters
North Fulton Business Radio
Billy Potter, CEO, Snellings Walters Insurance Agency
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Snellings Walters

Billy Potter, CEO, Snellings Walters Insurance Agency (North Fulton Business Radio, Episode 440)

Billy Potter is the newly named CEO of Snellings Walters Insurance Agency. He joined host John Ray to chart his ten-year history with Snellings Walters and celebrate the firm’s culture and evolution. Billy also discussed the firm’s embrace of EOS (Entrepreneurial Operating System) and how it has impacted their business, why he thinks his personal growth has been so positively influenced by his time at Snellings Walters, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Snellings Walters Insurance Agency

Snellings Walters has been providing honest advice & protecting what you value most for more than 69 years. They are the smartest way to protect your business & family. They identify the critical issues facing your company. Survival of your business requires managing risks. In today’s environment, these risks are rapidly changing and becoming more complex. They have built a customizable platform to provide you with the security you need.

Company website | LinkedIn | Twitter 

Billy Potter, CEO, Snellings Walters Insurance Agency

Billy Potter, CEO, Snellings Walters Insurance Agency

Billy Potter’s career in insurance spans more than two decades. In 2011, he joined Snellings Walters to head the Employee Benefits Division and quickly proved to be an effective consultant. His superior consultation contributed to his winning various awards within the agency, and in 2018, he was nationally recognized as “Broker of the Year” by BenefitsPRO Magazine.

His reputation as both a top consultant and engaged team leader resulted in an invitation to become an owner at Snellings Walters in 2018. As Chief Sales Officer, Potter led his team to produce record sales for the agency. The combination of his knowledge, experience, character, and passion resulted in his transition to Chief Executive Officer in 2022.

In addition to his expertise and technical know-how, Billy’s personal philosophy aligns with the core values that drive the Snellings Walters vision: engagement, accountability, curiosity, and authenticity.

By cultivating and nurturing an agency culture that allows its employees to feel empowered and supported, Billy’s mission is to inspire the next generation of successful businesspeople at Snellings Walters and beyond.

LinkedIn

Questions and Topics in this Interview:

  • What is your background and how has it led to your new role?
  • What makes Snellings Walters stand out among other typical insurance agency environments?
  • Looking beyond the resume to provide opportunities to people who might not otherwise have a chance in the industry.
  • Talk about the value of investing in and empowering your employees.
  • What are your goals for the future of Snellings Walters?
  • How does your “values-based culture” fit into achieving those goals?

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, Billy Potter, commercial insurance, EOS Model, insurance, insurance agency, North Fulton Business Radio, renasant bank, Snellings Walters, Snellings Walters Insurance Agency

Bruce La Fetra, Eastwood Strategy Advisors

March 9, 2022 by John Ray

Bruce La Fetra
North Fulton Business Radio
Bruce La Fetra, Eastwood Strategy Advisors
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Bruce La Fetra

Bruce La Fetra, Eastwood Strategy Advisors (North Fulton Business Radio, Episode 439)

Bruce La Fetra, Owner of Eastwood Strategy Advisors, was dubbed The Client Whisperer by one of his clients when he was able to glean vital feedback for their business. Bruce joined host John Ray to explain how his method, Think Like Your Best Clients, produces results for his clients, impacts the bottom line, avoids the pitfalls of confirmation bias, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Eastwood Strategy Advisors

Getting amazing results doesn’t require luck. With a shifted perspective, your team can accomplish amazing things.

Clients call Bruce La Fetra The Client Whisperer because he takes the guesswork out of professional services marketing. Think Like Your Best Clients allows legal, financial, and consulting professionals to grow revenue, build trust faster, accelerate sales and attract better projects. The secret to attracting more of your Best Clients going to the source and asking the right questions. Reverse-engineering actual relationships makes it easy to Think Like Your Best Clients.
Bruce has added millions to the bottom line for professional services firms and big companies like First Data, Adobe & Symantec by interviewing their clients. His client interviews allow positioning good firms to be great and attract better projects, faster. Reverse-engineering great relationships leads to repeatable actions that deliver predictable results. His clients are not afraid of change, but they don’t have time to screw around for the sake of change. No more random acts of marketing.

Company website | LinkedIn | Twitter | YouTube

Bruce La Fetra, The Client Whisperer, Eastwood Strategy Advisors

Bruce La Fetra, The Client Whisperer, Eastwood Strategy Advisors

Bruce La Fetra is The Client Whisperer. He works with the leaders of law, finance, and other professional services who can’t scale or can’t exit because they depend on a single rainmaker. Positioning their firm to attract more of their Best Clients sets in motion a virtuous cycle where more people generate business, profitability improves, and sales cycles shorten as the firm attracts more of its Best Clients.

Bruce’s Think Like Your Best Clients approach evolved from developing marketing strategy for dozens of firms and interviewing hundreds of their Best Clients over the past 20 years.

Bruce earned a BA in Economics from Claremont McKenna College and an MBA from The Tuck School of Business at Dartmouth College. He is also a trained facilitator.

LinkedIn

Questions and Topics in this Interview:

  • Why are you called The Client Whisperer?
  •  Give an example of where thinking like your Best Clients had a huge impact?
  • Why can’t people interview their own clients?
  • What makes you different from other marketing consultants and advisors?
  • What is the biggest mistake or challenge that your clients have?
  • What is a Virtuous Cycle of Marketing?
  • Who are your Best Clients?

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, Bruce La Fetra, client surveys, Eastwood Strategy Advisors, North Fulton Business Radio, renasant bank, The Client Whisperer

Kaye Ginsberg, Peace of Mind Transitions

March 8, 2022 by John Ray

Peaceful Transitions
North Fulton Business Radio
Kaye Ginsberg, Peace of Mind Transitions
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Peace of Mind Transitions

Kaye Ginsberg, Peace of Mind Transitions (North Fulton Business Radio, Episode 438)

Moving is one of the top stressors of life, particularly for older adults. and those stresses can be exacerbated by health issues and family dynamics. Kaye Ginsberg, founder of Peace of Mind Transitions, joined this edition of North Fulton Business Radio to discuss her company’s comprehensive service offerings, which bring smiles of relief and take the worries out of moving. She and host John Ray discussed Kaye’s motivation for starting the company, the unique challenges of senior move management, why the listening skills and empathy her employees possess are so vital, current trends in senior living, selecting a mover, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Peace of Mind Transitions

Peace of Mind knows how hard moving can be. Their company was created to take the stress out of moving for older adults and their families. They are here to take care of you from start to finish.

They treat each client as if they were family. They approach every job with compassion, respect, and a sense of humor. They LOVE what they do.

Their professional experience will help you save time, money and make your move stress-free. They use preferred, vetted partners to make your transition as smooth as possible. Let their expertise in senior home moving bring you “Peace of Mind.”

They begin with a complimentary meeting to get to know you and introduce Peace of Mind Transitions. This meeting typically lasts one to two hours so that they can walk through your home, explain our services, and determine how we can best work together.

Their trained team will carefully and professionally pack your belongings, so they arrive safe and sound. They bring all our own packing materials and supplies.

Peace of Mind Transitions works with several different movers who specialize in custom jobs. They will find the right moving company for you, manage them through the entire process and be there every step of the way to ensure that all parts of the move go according to plan.

You may need help beyond just the move. They are here to help in every way. You may need window treatments redone to fit the new home, additional tech support setting up computers, help transferring utilities, or a handyman to install bookcases or other home modifications. If Peace of Mind doesn’t do it – they know someone who can.

Company website | LinkedIn | Facebook | Twitter

Kaye Ginsberg, Founder & Owner, Peace of Mind Transitions

Peace of Mind Transitions
Kaye Ginsberg, Founder & Owner, Peace of Mind Transitions

Kaye didn’t realize it at the time, but her childhood in an Air Force family who moved every 2 or 3 years, was the perfect foundation for running a Senior Move Management company.

This discovery came later in life as Kaye’s early career was in Advertising and Publishing, including time in New York City as Marketing Director of Conde Nast Traveler Magazine. Kaye and her husband, Allen, moved to Atlanta in 1992, where she became a full-time mom to their three wonderful children while continuing to use her marketing skills in volunteer capacities.

In 2014, Kaye was introduced to the world of Senior Move Management when her out-of-state mother needed to move to a senior living community. Kaye began to investigate and then joined NASMM, the National Association of Senior & Specialty Move Managers, completed introductory training and started the company in June of 2016.

Kaye began Peace of Mind Transitions with the thought that it would be a small company with one or two of her friends helping as needed. But as time went on, demand for their services increased as the number of senior living communities in the Atlanta market took off and the communities appreciated the professional, quality work the company provided.

They now have a team of 25 people who are passionate about helping clients through what can be a difficult period in their lives.

LinkedIn

Questions and Topics in this Interview:

  • Understanding Senior & Specialty Move Management
  • Peace of Mind Transitions and the market you serve
  • Trends in senior living
  • Downsizing for older adults

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, downsizing, Kaye Ginsberg, moving seniors, moving services, North Fulton Business Radio, organizing, Peace of Mind Transitions, renasant bank, senior move management, senior move manager, senior moves, seniors, seniors in transition

Kyle Schmidt and Jacob May, BIP Wealth

March 4, 2022 by John Ray

BIP Wealth
North Fulton Business Radio
Kyle Schmidt and Jacob May, BIP Wealth
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BIP Wealth

Kyle Schmidt and Jacob May, BIP Wealth (North Fulton Business Radio, Episode 437)

As former major league baseball players, Kyle Schmidt and Jacob May have a firsthand understanding of the unique challenges professional baseball players have in managing their financial situation. Kyle and Jacob joined host John Ray to discuss their work in the Baseball Division of BIP Wealth, which involves serving players from their initial contract through and into retirement. They discussed BIP Wealth’s history working with baseball players, how they help players learn wise financial practices for themselves and their families, the current situation with the collective bargaining agreement, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

BIP Wealth

Every investor should have a plan.  Markets will go up and down, but a solid plan prescribes, in advance, how to react.

For investments, BIP subscribes to the “buy low and sell high” approach.  But a plan goes beyond that.  Investors often need help figuring out how to reduce their tax burden, how to pass on assets to the next generation in an optimal manner, and how to protect against the risk of loss for all manner of unforeseen life events.

At BIP, they work with each client to help formulate a personalized life plan.  Over time, they constantly update client plans as life unfolds and markets change.  A core belief of their planning philosophy is the use of fairly pessimistic projections for the future.  They may be optimists at our core, but the objective of planning at BIP is to look for failure points.  So they plan for high taxes, reduced government entitlement outlays, and for clients to live longer than they ever expected.  Sometimes their plans may not produce results that are as rosy as those from other firms, but with BIP’s planning process you can be confident they’ve worked hard to account for the possible bad outcomes that could derail your financial success.

Company website | LinkedIn | Facebook | Twitter

Kyle Schmidt, CFP, Personal Wealth Advisory – Baseball Division, BIP Wealth

Kyle Schmidt, CFP, Personal Wealth Advisory- Baseball Division, BIP Wealth

A Certified Financial Planner®, Schmidt focuses on delivering BIP Wealth’s highly tailored wealth management services for professional athletes. 

Schmidt, who previously had a professional baseball career with the Baltimore Orioles prior to graduating from the University of Florida and entering the wealth management and financial services industries, was most recently an advisor for SunTrust Private Wealth.

While at SunTrust Private Wealth, Schmidt advised on and managed finances for private banking and wealth management clients. He also worked with ultra-high-net-worth families at GenSpring Family Offices (a division of SunTrust). As a member of its business development team, he advised individuals and their entities on a wide range of wealth management services ranging from investment and generational planning to philanthropic endeavors. Earlier in his career, Schmidt served as a financial advisor for both Wells Fargo Advisors and Morgan Stanley.

Schmidt is actively involved in the Atlanta community, including being a member of the board of directors for the Georgia Tech Fellowship of Christian Athletes (FCA). He and his wife reside in Roswell with their two daughters.

LinkedIn

Jacob May, Vice President of Business Development- Baseball Division, BIP Wealth

Jacob May, Vice President of Business Development- Baseball Division, BIP Wealth

Jacob May is in the Baseball Division as Vice President of Business Development.

Jacob May, who played professionally in the Chicago White Sox organization for six years, is the fourth former professional baseball player to join BIP Wealth’s Baseball Division, which has extensive experience in wealth management, along with a true understanding of the challenges and needs of ballplayers.

May was previously a Special Assets Officer at United Midwest Savings Bank in Columbus, Ohio. He’s currently on the Board of Directors for USA Baseball and serves as the primary representative for the U.S. Olympic and Paralympic Committee (USOPC) Athlete’s Advisory Council (AAC).

Linkedin

Questions and Topics in this Interview:

  • How long has BIP Wealth had a baseball division?
  • Why specifically baseball?
  • What is it about BIP Wealth that has attracted so many former pro baseball players to join the team and choose this path as a next step after leaving the league?
  • Does BIP Wealth have aspirations to open divisions in other sports?
  • Tell us a little bit about how you work with young players who are going through the draft?

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, baseball players, BIP Wealth, Jacob May, Kyle Schmidt, Major League Baseball, mlb, North Fulton Business Radio, renasant bank

Alli Neal, Revved Up Kids

March 2, 2022 by John Ray

Revved Up Kids
North Fulton Business Radio
Alli Neal, Revved Up Kids
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Revved Up Kids

Alli Neal, Revved Up Kids (North Fulton Business Radio, Episode 436)

Alli Neal, Co-Founder of Revved Up Kids, joined host John Ray to share the important work they do to protect children and teens from sexual abuse and exploitation. Alli discussed how she felt called to start this work, the need to talk about this topic, programs offered for kids, parents, and youth service organizations, upcoming events, how business owners can get involved, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Revved Up Kids

Revved Up Kids is on a mission to protect children and teens from sexual abuse and exploitation.

Revved Up Kids teaches children and teens who predators are and how they operate and equips them to respond appropriately if they encounter a predator. They also teach adults to be better protectors. Revved Up Kids has trained almost 40,000 Atlanta-area children to be safer.

Revved Up Kids offers a spectrum of more than 20 training programs that are provided in-person, virtually and on video. They work with private groups, youth-serving organizations, schools, police agencies, houses of worship, healthcare organizations and others to provide training that helps children and teens stay safer from the life-altering consequences of sexual abuse.

If you are interested in learning more about Revved Up Kids training, please call 678.526.3335 or email contact@revvedupkids.org.

Company website | LinkedIn | Facebook | Twitter

Alli Neal, Co-Founder, Revved Up Kids

Alli Neal, Co-Founder, Revved Up Kids

Alli Neal is a child safety expert and the Co-Founder and Executive Director of Atlanta-based Revved Up Kids. She holds a degree in Business from Miami University of Ohio. Alli’s continuing education includes child sexual abuse, trauma-informed care, and adverse childhood experience. Alli is the mother of two young adults.

Alli is a member of several nonprofit collaboratives, including the Southwest Gwinnett Chamber Nonprofit Roundtable (where she is currently the chairperson), the DeKalb Youth Services Coalition, and the Cobb Collaborative where she chaired the Family & Children Strategy Team in 2019 and 2020. Alli was selected as a Nonprofit Community Impact Leader by the Greater North Fulton Chamber of Commerce in 2018 and 2019.

In 2010, Alli and her husband David founded Revved Up Kids to protect children and teenagers from sexual abuse and exploitation. To date, Revved Up Kids has trained almost 40,000 children and teens to be safer from sexual predators.

LinkedIn

Questions and Topics in this Interview:

  • Tell us about the founding of Revved Up Kids
  • What programs do you offer?
  • What about Youth Service Organizations?
  • Talk about the work in schools and the shift during Covid
  • Tell us about your events
  • How can our listeners support Revved Up Kids?

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, Alli Neal, child exploitation, Child sexual abuse, North Fulton Business Radio, renasant bank, revved up kids

Soumaya Khalifa, Khalifa Consulting

March 1, 2022 by John Ray

Khalifa Consulting
North Fulton Business Radio
Soumaya Khalifa, Khalifa Consulting
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Khalifa Consulting

Soumaya Khalifa, Khalifa Consulting (North Fulton Business Radio, Episode 435)

Soumaya Khalifa, President of Khalifa Consulting, revisited the show to chat with host John Ray about her work in workplace cross-cultural and diversity, equity, and inclusion (DEI) issues. She discussed religion as an aspect of employees’ identities which must be acknowledged and respected, and well as why DEI work needs to go one step further and include belonging. Soumaya addressed the pandemic’s effect on the workplace, the consulting work she does with clients, success stories, and much more.  North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Khalifa Consulting

Khalifa Consulting provides Fortune 100 companies, non-profit organizations, and governmental institutions with wide-ranging expertise and practical solutions to cross-cultural operations in the Arab world and the US.Soumaya Khalifa

Our team of top-level Diversity and Inclusion experts offers training and coaching services including Understanding the Diversity and Cultures of Arab Americans, Intercultural Communication, Managing a Cross-Cultural Team, Cultural Competency for Law Enforcement, and Keys to Success as a Woman Executive in the Arab World.

▪ For international business clients, we offer the specific cultural tools and information needed to successfully conduct business in the Arab World, including how to work within global/virtual teams, and crafting culturally appropriate videos and other media messages.

▪ For domestic and international business clients, we offer training workshops and individualized coaching to support diversity, equity, and inclusion initiatives.

▪ For US-based clients, we offer guidance and technical assistance on how to provide reasonable accommodations for their Muslim employees, by auditing current practices, making recommendations, and suggesting inclusive ways to support a positive work environment.

▪ For clients planning relocations to or from the Arab World, we offer general and specific direction for personal and family adjustment, practical shortcuts for managing new systems, and how-tos for everyday life.

▪ For our executive coaching clients, we offer personalized, ongoing, one-on-one high-level coaching to increase motivation, improve business skills and create work-life balance leading to thriving businesses and families.

Company website | LinkedIn | Facebook | Twitter

Soumaya Khalifa, President, Khalifa Consulting

Soumaya Khalifa, President, Khalifa Consulting

Soumaya Khalifa is the president of Khalifa Consulting, an Atlanta-based consulting firm specializing in intercultural coaching, consulting, and training. She is also an executive coach and teaches at Emory University Continuing education courses on Human Resources Management, Diversity, Equity and Inclusion, and Women in Leadership. Soumaya is passionate about her work to build bridges of understanding and help leaders and organizations positively impact their employees and their bottom line.

LinkedIn 

Questions and Topics in this Interview:

  • Tell us about Khalifa Consulting
  • What is the role of religion in DEI?
  • How do you define belonging?
  • What does it look like to include religion in the workplace?
  • How has the pandemic impacted DEI?
  • What is your advice for small businesses?
  • How should a leader approach Ramadan with their Muslim employees?
  • Accountability in DEI initiatives
  • How do I measure inclusion or belonging?
  • Say more about your work with clients

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, belonging, Cross-cultural training, DEI, Intercultural Communication, Khalifa Consulting, North Fulton Business Radio, Ramadan, religion, renasant bank, Soumaya Khalifa

Susan Bonds-McCulloch, Dress For Success Atlanta

February 17, 2022 by John Ray

Dress For Success
North Fulton Business Radio
Susan Bonds-McCulloch, Dress For Success Atlanta
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Dress For Success

Susan Bonds-McCulloch, Dress For Success Atlanta (North Fulton Business Radio, Episode 434)

Much more than a clothes closet, Dress For Success Atlanta works to meet the deeper needs of the women they serve. Executive Director Susan Bonds-McCulloch joined host John Ray to detail the various programs they have and offer some of their success stories. Susan discussed Dressed For Success’s professional training, encouragement, Career Center, the annual Gala that helps keep the work going, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Dress For Success Atlanta

The mission of Dress for Success Atlanta is to empower women to achieve economic independence by providing a network of support, career development tools, and professional attire to help women thrive in work and in life.

DFSA is not just a clothing closet, but also boasts a Career Center that is staffed with volunteer companies within our community. These professionals work with Dress for Success-Atlanta’s clients reviewing resumes, conducting mock interviews, helping with LinkedIn and other social media. The goal was for the business community to connect with the clients that Dress for Success serves in a meaningful way. There has been an overwhelming response to this corporate volunteer opportunity and the clients that Dress for Success serves continue to say how unexpected it is to work directly with a volunteer who has taken time out of their workday to help them achieve their goals!

Some of the companies that now work with Dress for Success-Atlanta include Delta Airlines, UPS, Masco, State Farm, Capital One, and many others. Dress for Success and its clients are truly overwhelmed by the desire of others in our community to help them succeed.

DFSA hosts several networking and educational programs such as Career KickStart, Inspire Success, Tools for Success, and Professional Workshops that are invaluable to the women they serve and the Atlanta Community as a whole.

The long-term goals for DFSA include a mobile unit and another Dress for Success location. DFSA’s desire is to help stem the cycle of poverty and to have a generational impact!

Company website | LinkedIn | Facebook | Instagram

Susan Bonds-McCulloch, President/Executive Director, Dress For Success Atlanta

Susan Bonds-McCulloch, President/Executive Director, Dress For Success Atlanta

Because of her passion to give back and help women, Susan Bonds-McCulloch joined Dress for Success-Atlanta (DFSA) as their Executive Director in October 2018. Prior to this Susan had a 20+ year career in the insurance industry as an Employee Benefit Broker working with companies to help them plan, design, and implement their benefit programs. Susan found that her passion was helping others when they needed it most…when they or a loved one needed care.

Since joining Dress for Success-Atlanta, Susan has implemented many changes with the goal to empower more women in our community. DFSA relocated and now boasts a bright welcoming location for the women they serve. DFSA held their very first Gala in November of 2019 and pivoted during 2020 to hold a virtual gala!! The 3rd annual event will be held on September 17th at the InterContinental Hotel in Buckhead. Without these signature events, DFSA could not continue to serve its community.

Susan loves to meet others who wish to be a part of and help with the mission of helping women in our community. This includes businesses that may wish to partner with DFSA along with individuals who may wish to work with DFSA on committees, through volunteerism, or by giving back monetarily.

In addition, Susan is a founding member of a women’s group the Women’s Introduction Group (WIG). WIG is a group designed by women for women to help them navigate their careers, network, and give back to our community. The goal is to always help another woman grow their career path.

LinkedIn 

Questions and Topics in this Interview:

  • Tell me about Dress for Success Atlanta? Who you are and the population you serve?
  • Have you always worked in a non-profit? What led you to Dress for Success?
  • It sounds like you do more than just dress women, can you tell me a bit more about the programs that you offer?
  • Can you tell me how the annual Gala event helps the women that Dress for Success Atlanta serves?
  • What is your 3 – 5 year plan for Dress for Success Atlanta?
  • What are some of your most urgent needs?

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, Career counseling, Career KickStart, Clothes closet, Dress For Success Atlanta, empowering women, Inspire Success, North Fulton Business Radio, renasant bank, Susan Bonds-McCullouch, Tools for Success

Peter Carpenter, Thoroughbred Design Group

February 16, 2022 by John Ray

Thoroughbred Design Group
North Fulton Business Radio
Peter Carpenter, Thoroughbred Design Group
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Thoroughbred Design Group

Peter Carpenter, Thoroughbred Design Group (North Fulton Business Radio, Episode 433)

Peter Carpenter, Owner and Creative Director at Thoroughbred Design Group, was in the studio with host John Ray to discuss branding and design. He talked about how to create impactful branding, how he works with schools and school systems to take the seed of their ideas to branding which connects with the community, the unique branding challenges of educational institutions, his work with the FoCAL Center, his thoughts on work and life balance, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Thoroughbred Design Group

Thoroughbred Design Group is a creative agency headquartered in Alpharetta, GA.Thoroughbred Design Group

They provide award-winning graphic design for their clients, and help take their marketing efforts to the next level.

Whether your needs range from direct mail and advertisement or identity development and annual report design, Thoroughbred Design Group will provide creative options to satisfy the most discriminating tastes. Working together with their clients, they produce winning results.

Company website | LinkedIn | Facebook | Instagram

Peter Carpenter, Creative Director, Thoroughbred Design Group

Peter Carpenter, Creative Director, Thoroughbred Design Group

Peter Carpenter is the owner and creative director at Thoroughbred Design Group. His dream of building a branding and creative agency stems back to high school when he worked for the various industry-related businesses in Milwaukee, Wisconsin.

His time spent at an ad agency fueled his fire. Looking over the shoulders of art directors and photographers as they designed ads for Harley-Davidson and seeing the finished work of art in print was his Disney World! Peter worked for 8 years after college in corporate and small agency settings when in 1998 decided to break out on his own!

Thoroughbred Design Group had designed for almost every industry and collected several national awards for their work. Peter has 2 daughters. One in the marketing field and the other recently graduated from Georgia! Go Dawgs! She is about to enter some post-graduate education in order to become a nurse anesthetist.

In his free time, Peter enjoys music, good company, and football!

LinkedIn 

Questions and Topics in this Interview:

  • FoCAL Center opening (design of various elements to help brand and market the grand opening)
  • Supply chain issues related to Covid
  • Focus on the educational industry as we grow.
  • Embrace eNewsletter and Social Media presence for TDG – Engage/Inform/have fun!
  • Work/Life Balance – Continuing to hone the ideal balance
  • Branding and visual development of the Wellness Program within the Forsyth County school system.

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, ad agency, Branding, branding and marketing, FoCAL Center, marketing, North Fulton Business Radio, Peter Carpenter, renasant bank, Thoroughbred Design Group

Julie Zweig, MD

February 16, 2022 by John Ray

Julie Zweig, MD
North Fulton Business Radio
Julie Zweig, MD
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Julie Zweig, MD

Julie Zweig, MD (North Fulton Business Radio, Episode 432)

Julie Zweig, MD joined host John Ray to discuss her specialties of sleep issues, hormone optimization, wellness, functional medicine, and allergies. Dr. Zweig left a large practice after twenty-one years to open her own practice so she could spend more time with her patients, enabling her to utilize all her areas of expertise and offer more integrated answers for her patients’ health issues. Dr. Zweig discussed the dangers of sleep apnea, how allergies and the gut are related, what functional medicine is, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Julie Zweig, MD

Julie Zweig, MD, Integrative Sleep & ENT

Julie Zweig, a physician in Alpharetta, is Board Certified in both Ear Nose and Throat Surgery and Sleep Medicine. She also has advanced training in aesthetics, hormone optimization, and Functional Medicine. Dr. Zweig had been practicing with a large group for over 21 years but has recently started her own solo practice.

Dr. Zweig grew up right here in Atlanta Georgia. She received her undergraduate degree from the University of Pennsylvania in Philadelphia, her Medical Degree from Emory University, and her Specialty training at the Eye and Ear Institute in Pittsburgh Pennsylvania. Dr. Zweig enjoys spending quality time with her husband David and has three children. When she is not with her patients, Dr. Zweig loves to hike with her two very energetic Standard Poodles. She also loves Horseback riding and traveling. Unfortunately, she just lost the last of her 15 chickens.

Dr. Zweig is one of only a few Integrative Sleep and ENT physicians in the entire country, and to her knowledge, the only one in the southeast.

Company website | LinkedIn | Facebook | Instagram

Questions and Topics in this Interview:

  • Why did you leave your big practice that you were with for 21 years?
  • Tell us a little bit about your practice and what you offer?
  • Tell us why you got interested in Sleep Medicine
  • How does it work when a patient comes in to see you for snoring or a sleep problem?
  • How do you treat Snoring and Sleep Problems?
  • I understand you have expertise in hormone optimization. Why Hormones… what are they? How do they help with sleep?
  • Can you explain what Functional Medicine is and how it related to Sleep and ENT?
  • What happens during a Wellness appointment?
  • There are quite a few Ear nose and throat and sleep physicians in the area as well as functional medicine doctors. Can you tell us how you are unique?
  • How can people find out more about your practice, both the more traditional side as well as the Wellness side

North Fulton Business Radio is hosted by John Ray 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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, CPAP machine, Dr. Julie Zweig, ENT, functional medicine, John Ray, Julie Zweig MD, North Fulton Business Radio, renasant bank, sleep apnea, wellness

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