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Juli Shulem, Coach Juli

April 18, 2023 by John Ray

Juli Shulem, Coach Juli
Family Business Radio
Juli Shulem, Coach Juli
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Juli Shulem, Coach Juli

Juli Shulem, Coach Juli (Family Business Radio, Episode 43)

On this episode of Family Business Radio, host Anthony Chen welcomed executive coach Juli Shulem. Juli shared how she got started, why she’s so passionate about her work, how she coaches her clients to improve their productivity, success stories, and much more. Anthony ended the show with a commentary and ideas on ways to get out of a rut.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Coach Juli

Coach Juli, LLC is a female-owned company that has been in business for decades. Juli Shulem offers 1:1 Coaching for Entrepreneurs, Solopreneurs, & Executives; Group Coaching; and Presentations both in-person and virtual. Juli also has an on-demand course entitled: “Your Life Productive…Finally!” which can be purchased and accessed directly from her website: www.CoachJuli.com.

Juli Shulem speaks, trains, and writes in all areas around Productivity. Contact her at Balance@CoachJuli.com to find out about having her speak to your group or department about becoming better organized and more productive. Topics and content are created specifically for each group with a wide variety of subjects to choose from.

Website | Facebook | Instagram | Twitter

Juli Shulem, Productivity Coach / Industrial-Organizational Psychologist, Coach Juli

Juli Shulem, Productivity Coach / Industrial-Organizational Psychologist, Coach Juli

Coach Juli Shulem, M.S., PCC, CPC began as an Efficiency Specialist and Professional Organizer decades ago. As a Productivity Coach & Industrial-Organizational Psychologist, she is an expert in dealing with the many challenges of those struggling with more difficult organizing, relationship, professional and personal management issues. With coaching, her clients become more efficient, less stressed, and better able to manage their time so they can enjoy life more fully. She coaches around overwhelm and frustration reduction, productivity, task/time management, organizing, efficiency, prioritizing, decision-making, workflow management, impulse control, as well as the special day-to-day challenges of handling life with ADHD – for those who have it.

Having been an entrepreneur and solopreneur her entire career, most of her clients tend to be Entrepreneurs, Solopreneurs, and Corporate Leaders from around the world. Clients benefit from learning her techniques to help with focusing, organizing, dealing with distraction, plus creating structure, systems, and boundaries. She works 1:1 with clients, in groups, as well as providing seminars and presentations to businesses and corporations.

Her articles are published both on her blog and on multiple social media channels. She has authored several books, has been interviewed on many platforms, and appears on multiple podcasts nationwide.

Coach Juli Shulem, M.S., CPC, PCC is a member of ICF (International Coaching Federation), ICF-GA (Georgia Chapter), Positive Intelligence Coaching, and ACO (ADHD Coaches Organization).

LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Coach Juli, Family Business Radio, financial planner, financial planning, Industrial-Organizational, Industrial-Organizational Psychologist, Juli Shulem, Lighthouse Financial, Lighthouse Financial Network, productivity, Productivity Coach, psychologist

Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)

March 18, 2021 by John Ray

Dr. Larry Gard
North Fulton Studio
Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)
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Dr. Larry Gard

Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)

Selling or transitioning out of a business isn’t all about dollars and cents. Acknowledged or not, psychological and emotional issues come into play, and those considerations must be navigated by business owners and their advisors. On this edition of “The Exit Exchange,” Dr. Larry Gard covers the four psychological mistakes business owners make as they approach an exit. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Hamilton-Chase Consulting

Hamilton-Chase Consulting offers pre-hire assessments to ensure that the people you hire are a good fit for the job, executive coaching and 360-degree feedback to help your key staff perform at their best. They specialize in career coaching and pre-retirement consulting to foster a positive, smooth transition to your next chapter. Find your retirement transition readiness score here: https://assess.coach/donewithwork.

Dr. Larry Gard, Consulting Psychologist, Hamilton-Chase Consulting

Dr. Larry Gard is a consulting psychologist and president of Hamilton-Chase Consulting in Chicago.  From hiring to retiring, Dr. Gard’s work centers around the concept of goodness-of-fit, ensuring that people are engaged in activities that are well-suited for their personality.  He teaches firms how to refine their selection process so that hiring decisions are more accurate and the right candidates are chosen.  Larry also works with late-career professionals and business owners, offering brief coaching to help them prepare emotionally for a satisfying transition to their next chapter. Dr. Larry Gard

He is the author of “Done with Work: A dozen perspectives on the decision to retire”.

Company website | LinkedIn | Facebook

Questions and Topics in this Interview

  • What led you to focus on psychological preparation for a business owner getting ready to sell?
  • What mistakes have you seen people make?
  • When business owners aren’t emotionally ready to retire, what consequences have you seen?
  • What specifically will affect business owners in the lower middle market that our XPX members can take into account when advising their clients?
  • How can we, as advisors, best raise this topic with our clients?
  • Why are you a member of XPX?

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Tagged With: Bob Tankesley, business transition, David Shavzin, Done With Work, Dr. Larry Gard, exit planning, exit planning advisors, Hamilton-Chase Consulting, psychologist, selling a business, XPX Atlanta

Dr Eileen Borris with Thunderbird School of Global Management and John Liffiton with Scottsdale Community College

April 12, 2019 by Karen

Dr-Eileen-Borris-with-Thunderbird-School-of-Global-Management-and-John-Liffiton-with-Scottsdale-Community-College2
Phoenix Business Radio
Dr Eileen Borris with Thunderbird School of Global Management and John Liffiton with Scottsdale Community College
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Dr Eileen Borris with Thunderbird School of Global Management and John Liffiton with Scottsdale Community College

Thunderbird School of Global Management at Arizona State University is a management school that offers bachelor’s degrees, master’s degrees, executive education programs, and MicroMasters in global management. Since its inception in 1946, Thunderbird has focused exclusively on educating global leaders in the intricacies of international business and management.

Now a unit of the Arizona State University Knowledge Enterprise, Thunderbird is strengthened by the resources of America’s largest and most innovative public university. Thunderbird offers both graduate and undergraduate degrees as well as executive education in locations around the globe, with its main campus in Phoenix, Arizona and offices in Geneva, Dubai, and Moscow.

Dr-Eileen-Borris-on-Phoenix-Business-RadioXBeginning in the 1980’s, Dr. Eileen Borris had been on the frontlines of forgiveness from the personal to the political. As a political psychologist, Dr. Borris helps to rebuild war torn countries such as Afghanistan, Liberia, Nigeria, Lebanon, Nepal, Pakistan, India, Israel and the Occupied Territories. Her work focuses on reconciling centuries old conflicts and finding ways to forgive. She understands the deep-down psychological issues surrounding conflicts and the healing of conflicts.

Dr. Borris develops her in the trenches perspectives concerning the personal side of pain by being a consultant. Most recently she has been in Afghanistan where she conducted a train the trainer program empowering women by teaching persuasion to give the women political voice through the Thunderbird for Good Program at Thunderbird: The School of Global management at Arizona State University. She has worked in Indonesia for the United States Agency for International Development (USAID) developing conflict resolution and reconciliation programs. She has consulted with the United Nations Development Fund for Women (UNIFEM) developing specialized training programs for women in peacebuilding in Tbilisi, Georgia.

Dr. Borris has been invited to propose trauma healing programs throughout Liberia through the United Nations Development Fund (UNDP). She works in organizations and the nonprofit sector in the United States to resolve disagreements and enhance work cultures. Dr. Borris has also spoken in front of the United Nations General Assembly on forgiveness and the healing of nations.

Since 1985 Dr. Borris began her work as a clinical psychologist in private practice in Scottsdale, Arizona where she counsels people having marital difficulties as well as treating people with anxiety and depression. She uses mindfulness approaches in her work and helps people with issues around forgiveness. Dr. Borris conducts “Finding Forgiveness” workshops, in which people are enabled to make better decisions from the place of understanding and wisdom rather than emotional pain and has written “Finding Forgiveness: A 7 Step Program for Letting Go of Anger and Bitterness” a self-help book published by McGraw-Hill.

The books focus on the profound impact of forgiveness on multiple levels ranging from individual’s personal lives to the resolution of long-standing international conflicts. “Finding Forgiveness” was a finalist for “Books for a Better Life Award” and the winner for “Best Books for 2007” award in the self-help category. “Finding Forgiveness” was one of the books chosen for the National Press Club 30th annual book fair, a very prestigious event.

Connect with Dr. Borris on LinkedIn, Facebook and Twitter.

Dr-Eileen-Borris-with-Thunderbird-School-of-Global-Management-and-John-Liffiton-with-Scottsdale-Community-College2

Scottsdale Community College is student centered, with a focus on active, engaged and intellectually rigorous learning. The college is known for high quality, accessible educational opportunities and innovative teaching, learning and support services. SCC serves approximately 10,000 students a year, offering more than 100 degrees and 60 certificates of completion in diverse occupational areas. SCC is a leader in Developmental Education, Open Education Resources, Undergraduate Research, and Service Learning, all designed to improve and facilitate student success.

Through a partnership with the Salt River Pima-Maricopa Indian Community, SCC is honored to be the only two-year public higher education institution located on Native American Land. The college has a robust Native American Indian support program and is establishing an Indigenous Scholars Institute to better serve our growing Native American student population, and to encourage all students to understand and appreciate the history, contributions and future of our Indigenous peoples.

SCC, for the third consecutive time, was among only 150 community colleges nationally to be eligible for the prestigious Aspen Award for Community College Excellence. SCC also holds the honor of being a winner of the Scottsdale Chamber of Commerce Sterling Award in the Big Business category, has been named a Bellwether Finalist for Community College Innovation, and is a Veterans’s Supportive Campus. In 2016, SmartAsset named SCC the 4th Best Community College in the U.S.

John-Liffiton-on-Phoenix-Business-RadioXJohn Liffiton was born into a military family and thus moved all over the world. This instilled in him a sort of wander-lust, which has taken him to 50+ countries and four continents. He has not only visited numerous countries, but has also worked overseas for half his life; working in: England, France, Switzerland, Zaire, and he spent thirteen years working in Jeddah, Saudi Arabia.

John has a BSc in Anthropology and a MA in English. He is also a 2012 graduate of the FBI Citizen’s Academy. Since he was hired in January 2000 at Scottsdale Community College, he has been the Faculty Senate President, the ESL Coordinator and the co-coordinator of the Honors Program. And for the last eight years, he has been the Director of Scottsdale Community College’s annual genocide conference, which he founded.

John went to Jaingmin, China for six weeks on a faculty exchange at the Wuyi Universtity. In 2006, he was asked by the American Association of Community Colleges’ (AACC), Community Colleges for International Development (CCID) to plan and implement an ESL workforce development program for the Faculty of Tourism at the University of St. Kliment in Ohrid, Macedonia. In 2008, John was a Fulbright Scholar in Morocco where he was on a program to bring back information on Moroccan literature to infuse into global studies programs. In 2016 he participated in the Conference for Holocaust Education Centers at the US Holocaust Museum in Washington DC and the Jacques and Charlotte Wolf Conference with the Anti-Defamation League in New York.

In 2016 he presented at the Community College Humanities Association Conference and in 2017 at the 23rd Annual AZ Center for Medieval & Renaissance Studies Conference, and in was on the Fulbright Balkan Borderlands Curriculum Program during which he traveled to: Bosnia, Montenegro, Croatia and Albania, and researched the Bosnian genocide. He also attended the inaugural International Leaders Summit at the US Holocaust Museum in Washington, DC. He will be going to Mexico in May to spend two weeks working with professors from the University of Guanajuato on Mexican/indigenous historical relations and for a week to work with the Museo de la Memoria Y Tolerencia in Mexico City, which is the equivalent of the US Holocaust Memorial Museum.

In his spare time, he writes articles on history and has had several published in the United States, the United Kingdom and Ireland, and is a life-member of the Orders and Medals Society of America as well as an active member of the British Orders and Medals Society (OMRS) for over 35 years. He has been a member of the Phoenix Committee on Foreign Relations and served on the board of Scottsdale Sister Cities and as Chairman of the Board for the Arizona Council for International Visitors. He is a Class XXIX graduate of Scottsdale Leadership too.

He also serves on the Education Committee for the Anti-defamation League in Phoenix, Arizona and The Advisory Board for the Martin Springer Institute at Northern Arizona University, and also is a member of the International Association of Genocide Scholars and a board member of the Phoenix Holocaust Association. He was recently awarded a commendation and blessing by the Archbishop of the Armenian Diocese for his work in education regarding the Armenian Genocide. He is also the 2015 recipient of the Shofar Zakhor Award for his role in Holocaust education by the Phoenix Holocaust Survivors Association.

Connect with John on LinkedIn and learn more about Genocide Awareness Week 2019 here.

Dr-Eileen-Borris-with-Thunderbird-School-of-Global-Management-and-John-Liffiton-with-Scottsdale-Community-College

Tagged With: conference, Dr Eileen Borris, forgiveness, genocide, Holocaust, human rights, marriage counseling, psychologist

SkyTherapist

May 14, 2015 by angishields

Health Connect South
Health Connect South
SkyTherapist
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SkyTherapist

SkyTherapist

This week we sat down with the co-founders of SkyTherapist.  Sky Therapist, Inc is a virtual platform for mental health support addressing the major complaints of patients in their course of treatment. They offer integrative solutions for intelligent patient-therapist matching, quick initial assessment, and continuity of care.

CEO, Afshan Ali, and CFO, Keith Jones, shared their story about how they decided there must be a better way to provide patients in need with access to a mental health professional such as a psychologist or psychiatrist.

Keith talked about how as a teenager, he was present when his father died, causing him to experience great anxiety and emotional pain.  He was hospitalized for a few weeks but felt he did not receive very effective mental health care while he was there.

Afshan discussed how she developed an interest in neurology and mental health during her years in medical school before changing career paths.  The two of them looked at the landscape of how mental health is delivered and felt there was an opportunity to create a new platform that could help people in need find the therapist best suited for them.

As they got to work on building their virtual platform that incorporates telemedicine technology, they felt that a key element that would set them apart was going to be a matching algorithm, paired with carefully-chosen intake questions for the patient-to-be.  The purpose of this design is intended to make the process of linking up with a professional that is experientially suited and a fit personality-wise.

We talked about the fact that for persons in crisis, the process of trying to find that personal fit that allows them to be able to be open and get the most of their therapy can be overwhelming.  Having to go through talking about what the reason is for seeking help over and over to professional after professional, trying to find a fit can often cause patients in need to give up on finding help.

SkyTherapist is able to quickly provide several professionals for the patient to talk to who are much more likely to be a good fit for the patient.  The platform also provides for some communication through correspondence with their provider between sessions.  It also has a component that allows provider and patient to agree upon self-care activities such as exercise or others and actually track their compliance.

The company will be focusing much of its early launch (July 2015) on providing services to businesses with Employee Assistance Programs.  This will give them ability to scale more quickly while providing their client companies with much more effective and cost-efficient care to employees who need access to a mental health pro.

When you have the chance to hear how/why these experts built this healthcare platform it’s clear they are dedicated to insuring patients in need of professional mental health care, SkyTherapist is clearly providing a promising solution.

Special Guests:

Afshan Ali, CEO/Co-founder of SkyTherapist  linkedin_small1  Pinterest LOGO  facebook_logo_small3  twitter_logo_small  youtube-logo1

SkyTherapist

  • BBA, Management Information Services, Southern Methodist University Cox School of Business
  • Former Senior Consultant, Deloitt Consulting
  • Active Healthcare Consultant
  • Speaks English, Hindi, Urdu

Keith Jones, CFO/Co-founder of SkyTherapist  linkedin_small1

Keith

  • Managing Partner, HarCap Commercial Funding
  • Former Owner, Eclipse Investment Group
  • Multiple Successful Entrepreneurial Ventures

This show brought to you by:

sharewik logo Crop

Tagged With: CW Hall, Depression, Diana Keough, Health Care Radio, Health Connect South, Health Connect South Radio, health radio, Healthcare, healthcare radio, healthcare technology, Keith Jones, mental health, psychiatrist, psychiatry, psychologist, psychology, ptsd, ShareWIK Media Group, Suicide, telemedicine, virtual therapy

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