planning Archives - Business RadioX ®

Clinch Memorial Hospital CEO Angela Ammons joins Host Randy Brunson (Part 2 of 2)

January 2, 2023 by Amanda Pearch

Forsyth Studio

Clinch Memorial Hospital CEO Angela Ammons joins Host Randy Brunson (Part 2 of 2)

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Hospital CEO Angela Ammons shares her fascinating story of how she turned a small rural hospital on the brink of closing its doors into an accomplished award-winning hospital.

Randy Brunson/Centurion Advisory Group

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

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

Angela Ammons/Clinch Memorial Hospital

Located in Southeast Georgia, Clinch Memorial Hospital is a 25-bed critical access hospital serving Homerville, Clinch County, and surrounding counties. Clinch Memorial was originally founded in 1957 as a 48-bed rural community hospital and moved to a new facility in Homerville in 2007.

Clinch Memorial Hospital combines the innovations of a modern health care system with personalized care in a hometown setting. Their doctors, nurses, medical technicians and support staff understand how important quality healthcare is to residents of South Georgia. They go the extra mile to make sure an experience at Clinch Memorial Hospital is a great one. Their patients enjoy convenient, quality care from the medical professionals they have come to know and trust over the years.

To learn more about the Georgia Tax Credits to help support Clinch Memorial Hospital, please contact Lily James at ljames@clinchmh.org or call (912) 520-0585.

Stewarding Family Wealth is presented by

Podcasts by Amanda Pearch

Clinch Memorial Hospital CEO Angela Ammons joins Host Randy Brunson (Part 1 of 2)

January 2, 2023 by Amanda Pearch

Forsyth Studio

Clinch Memorial Hospital CEO Angela Ammons joins Host Randy Brunson (Part 1 of 2)

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Hospital CEO Angela Ammons shares her fascinating story of how she turned a small rural hospital on the brink of closing its doors into an accomplished award-winning hospital.

Randy Brunson/Centurion Advisory Group

Angela Ammons/Clinch Memorial Hospital

To learn more about the Georgia Tax Credits to help support Clinch Memorial Hospital, please contact Lily James at ljames@clinchmh.org or call (912) 520-0585.

Stewarding Family Wealth is presented by

Dan Smith of Insperity joins Host Paul Webb

October 4, 2022 by Amanda Pearch

Forsyth Studio

Dan Smith of Insperity joins Host Paul Webb

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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Dan Smith to discuss retirement, investments, Benefits, and 401k’s and much more.

Dan Smith of Insperity

Dans excellent communication skills, creative thinking active listening and strategic planning are what makes him stan out as a trusted advisor.

Insperity’s tagline is, HR that Makes a Difference^™, defines what we do. It emphasizes that human resources is a key driver of growth and contributes to a business’s bottom line. This is what sets Insperity apart. Insperity has a long history of improving the success equation of small and midsize businesses across the country – because when businesses succeed, communities prosper. And in today’s changing business environment, it’s our privilege to take care of an organization’s most valuable asset: its people.

Host Paul Webb| President & Founder | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.

Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

Planning for a Year-End Price Increase

September 19, 2022 by John Ray

Planning for a Year-End Price Increase

While planning a year-end price increase is great, tending to your pricing shouldn’t be a once-a-year activity if you’re a professional services provider.

The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

John Ray: [00:00:00] Hello again. I’m John Ray on The Price and Value Journey. Planning for a year-end price increase. As I record this episode, we’re a couple of weeks into the fourth quarter of the year, and it’s time a lot of folks plan for pricing increases and adjustments that you need to make in your practice starting in the new year, right?

John Ray: [00:00:25] Well, wrong. Well, actually, more precisely, there’s a mixed answer. Yes, you need to plan a price increase. Don’t be that business owner who delays a price increase for so long that the frustration builds to a boil, and then one day, you snap and jack up prices with no forethought.

John Ray: [00:00:47] At the same time, pricing should always be a regular part of the diagnostics and fine tuning you perform on your business throughout the year. That’s particularly true for professional services providers who’ve accepted a wide variety of clients over time, often at various price points and terms. In those cases, it’s easy to lose track of relationships where it’s noticeably clear you need to put their pricing in line, both with the value those clients recognize in your work as well as the current reality of your practice.

John Ray: [00:01:24] Now, there are only three ways to increase revenue in your business. You can sell more of your services to existing clients, you can add new clients, or you can raise your prices. You’re constantly evaluating your success at the first two, selling more services to existing clients or adding clients. That’s business development, sales, and marketing. But how much regular attention are you giving to your pricing?

John Ray: [00:01:54] For most solo and small professional services practitioners I’ve encountered, they spend 90 percent or more of their time on business development, sales, and marketing. And pricing is a can they keep kicking on down the road.

John Ray: [00:02:10] Here’s just one of the problems with that way of managing a practice. The most immediate way to change the trajectory of your practice profitability is to adjust your pricing. This statement isn’t up for debate. It’s an accounting fact. Adjusting your pricing has a much more immediate impact than any changes you can make in your business development, sales, or marketing. The effect of those pricing changes is also more predictable. So, what changes do you need to make in the regular diagnostics you perform on your business to better incorporate pricing in that mix?

John Ray: [00:02:51] I’m John Ray on The Price and Value Journey. Past episodes of this series can be found at pricevaluejourney.com. I’d be honored if you’d subscribe on your favorite podcast app. And if you’d like to connect with me directly, you can send me a note, john@johnray.co. Thank you for joining me.

About The Price and Value Journey

The title of this show describes the journey all professional services providers are on: building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire and trying to do all that at pricing which reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line as well as the mindset you bring to your business.

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray The Price and Value Journey — **John Ray, Host of “The Price and Value Journey”**

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

In his other business, John is a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. As a veteran B2B services provider, John’s special sauce is coaching B2B professionals to use a podcast to build relationships in a non-salesy way which translate into revenue.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,500 podcast episodes.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®: LinkedIn | Twitter | Facebook | Instagram

“Stewarding Family Wealth” featuring Melissa Libby of Melissa Libby & Associates with Host Randy Brunson

August 1, 2022 by Amanda Pearch

“Stewarding Family Wealth” featuring Melissa Libby, owner of Melissa Libby & Associates,

with Host Randy Brunson

Melissa Libby

Melissa Libby & Associates is a public relations agency based in Atlanta, Georgia with local and national clients in the food, beverage and retail industries. She and team specialize in media communications, event planning, community outreach and social media. Specialties include: communications strategy, creative problem solving for increased business revenues, product launches, publicity, crisis messaging.

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

Stewarding Family Wealth is presented by

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

Produced by Amanda Pearch

Joel Thain joins Randy Brunson on “Stewarding Family Wealth 2.0” ep: 2

July 21, 2022 by Amanda Pearch

Forsyth Studio

Joel Thain joins Randy Brunson on “Stewarding Family Wealth 2.0” ep: 2

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Joel Thain Randy Brunson

Joel Thain and the IntegriCom team deliver Reliable IT Services for business. Following a process that has been proven over decades, their clients gain peace of mind as they fully manage their IT—from cybersecurity and cloud services to networks, computers, and telephone systems. They build and value friendly and loyal relationships and strive to serve clients in a selfless, joyful, and professional way. Their personal touch is a blend of technology and integrity. Joel is passionate about his family and making a positive impact in the community.

Stewarding Family Wealth is presented by

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

Produced by Amanda Pearch

Stewarding Family Wealth 2.0, Core Mission and Values with Centurion Advisory Group

April 21, 2022 by Amanda Pearch

Forsyth Studio

Stewarding Family Wealth 2.0, Core Mission and Values with Centurion Advisory Group

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

Sandy LeRoux is the Co-Advisor at Centurion Advisory Group. With a Bachelor’s Degree in Finance with a minor in Accounting from The University of Georgia, as well as her MBA in Corporate Finance from Georgia State University. Sandy has over 20 years of experience within the executive level of business and finance, excelling at coordinating and RELATIONSHIP management. She and the Centurion team are committed to being service and stewardship.

SUBSCRIBE to “Stewarding Family Wealth” on your favorite #audio platform. Stewarding Family Wealth is presented by

The Value of Planning E34

December 23, 2020 by Karen

Phoenix Business Radio

The Value of Planning E34

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The Value of Planning E34

This was a great show with business attorney, Jenni Cohen. She gave some dynamic advice for business owners. How can you protect your business, plan for the future, and grow in a valuable way? Jenni eloquently connects the services her firm provides and what financial planners provide and how together they can benefit and support business owners.

Jenni discusses the importance of planning in the long term and finding a team of advisors that collaborates regularly on your behalf. Listen to the full episode and find your “Jenni” to talk to today.

Jenni Cohen has been serving privately held clients on both the buy and sell side for almost 20 years. With a focus on mergers and acquisitions, Jenni helps clients realize their business dreams and goals.

Sussex Law, LLC is a boutique business law firm. Sussex is where business and advisors come together. Sussex is run by entrepreneurs and works for entrepreneurs.

With a focus on privately held transactions, real estate and complex commercial litigation, Sussex provides a breadth of services for its clients.

About Your Hosts

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

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

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

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

Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

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

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.

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

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

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors Corp. CRN 3381369-122220

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

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

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

Protecting Your Estate E24

October 15, 2020 by Karen

Phoenix Business Radio

Protecting Your Estate E24

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Protecting Your Estate E24

An estate plan for business owners is an advantage, a tool, that should be used to protect your legacy and estate. It’s necessary to be proactive and have these important conversations with our families, because we never know we’ll need it. Inspired by his own personal experiences, Scott created Yourefolio’s unique software to streamline the process from start to finish. It’s objective is to help preserve harmony and provide certainty when that times comes.

When creating your estate plan, Scott revisits the theme that, “if I knew then what I know now,” which is why it’s important to have a plan in place and to keep it updated. Yourefolio’s comprehensive software turns the uncomfortable realization of estate planning into a better experience, and one that we are more willing to fulfill.

Yourefolio is the leader in estate and legacy planning software for professionals. Yourefolio streamlines processes when planning beyond a persons lifetime provides better planning and understanding. No one knows when your time will come but the Yourefolio platform will provide a level of certainty to people knowing their loved ones can access information and that their estate will pass seemlessly to the next generation.

Scott Huff is an Investment Advisor Representative with River Wealth Management and the CEO of Yourefolio. Scott has been an advisor for over 19 years and has had a variety of roles. Scott served as an Independent Fiduciary for the Department of Labor.

Scott was the Chairman of the Investment Committee for the Ohio Police and Fire Pension fund. After getting a certificate from the Wharton School of Business in Advanced Portfolio Management, Scott recognized a need for better estate planning after the loss of his father.

In 2016, Scott created Yourefolio so professionals could provide a better planning experience for their clients. Today, it has grown to the most comprehensive estate planning softwares on the market. Scott was named in 2019 as one of Wealth Management’s Ten to Watch.

Connect with Scott on LinkedIn and follow Yourefolio on Twitter.

About Your Hosts

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

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

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for business conducted through Lincoln Financial Advisors Corp. CRN-3283288-101320

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