renasant bank Archives - Page 16 of 33

Deb Matz, Design Life’s Journey

December 6, 2022 by John Ray

North Fulton Business Radio

Deb Matz, Design Life's Journey

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Deb Matz, Design Life’s Journey (North Fulton Business Radio, Episode 587)

Deb Matz, CEO of Design Life’s Journey, joined host John Ray to discuss how she works with business owners to create a better business and a more peaceful and prosperous life for themselves. She talked about her service to clients, the biggest mistakes she sees business owners make, how to create long-term success, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Design Life’s Journey

Design Life’s Journey Wealth and Tax Services is a wealth creation organization focused on helping small business owners and individuals build and protect their wealth and lifestyles. This is accomplished through three foundational pillars: financial services including asset management, tax planning and tax preparation services, and profit & operational improvement coaching for small businesses with fewer than 100 employees.

The organization is comprised of two distinct entities, DLJ Wealth Services, LLC and DLJ Tax Services, LLC, to meet their legal and regulatory requirements. The integration of the three disciplines into these organizations was created to provide clients with a fully comprehensive financial overview before developing strategies for cash flow, tax minimization and investment management. While the two businesses are distinct, the combined effort provides a more complete framework to help their clients build their wealth and live the life they desire.

DLJ Tax Services is a small organization providing personal attention to clients from offices in Appleton, WI and Dawsonville, GA. Their goal is to help their clients grow their wealth in a manner that fits their specific needs and put them in control of their future.

Website | Facebook LinkedIn

Deb Matz, CEO, Design Life’s Journey

As a Profit First Professional, Tax Planner and Wealth Advisor, Deb Matz is trained in disciplines that impact everyone’s financial situation. Alone, they only partially address an individual’s or business owner’s needs. Together, they enable her to help you plan appropriately and keep more of what you earn – now and in retirement.

As clients move through the wealth accumulation phase (their working or business building years) to the income distribution phase (the retirement years), she makes certain each phase incorporates both a strong offensive and defensive strategies. This is key to creating the lifestyle you desire and keeping more of what you earn. No one size fits all financial strategy for her clients. Each client’s resources, needs and goals are different, so each plan is personalized accordingly.

Questions and Topics in this Interview

How does Design Life’s Journey serve its clients?
What are the biggest mistakes you see business owners making?
What is the best way to create long-term success?
You have an annual business retreat called Prosperity Days. How does that retreat help businesses achieve long-term success?
Is there anything else you are doing to help business owners?
What resources have helped you on your journey?

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.

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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Don Lang, Blue Key Partners

December 5, 2022 by John Ray

North Fulton Business Radio

Don Lang, Blue Key Partners

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Don Lang, Blue Key Partners (North Fulton Business Radio, Episode 586)

Don Lang, Co-Founder of Blue Key Partners, joined John Ray to discuss talent and all things hiring. He talked about the importance of getting the right person for the job, the staggering costs of a bad hire, how to prepare for and begin the hiring process, how to assess candidates, common interviewing mistakes, success stories, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Blue Key Partners

Blue Key Partners helps clients to assess, select and develop talent with customized leadership development and learning solutions. We also provide expert advisory and training services that support organizations to hire the best.

Formed in 2013, Blue Key Partners brings together the capabilities of Talent Effects, led by Don Lang and The Learning Point, led by Laura Butcher. Don and Laura have collectively served clients of all sizes across numerous industries around the world for more than 60 years. In 2022, Don and Laura released their book, Hire the Best: Find, Interview, and Select Top Talent—a must read guide designed for managers, team leaders, and anyone else who has responsibility for finding, assessing and selecting talent.

Website | Twitter | LinkedIn

Don Lang, Co-Founder, Blue Key Partners

For over fifteen years, Don has focused his work on coaching and developing leaders and teams. He leverages a diverse background that spans from human resources management, line operations, account management, and P&L responsibility, to enhance his contribution to leader development through coaching and related advanced learning programs.

Don works with leaders to develop strategies, build collaborative relationships, form, and lead high performing teams, and to develop, execute and achieve key business objectives. For leaders and organizations operating across borders, Don contributes key insights and perspective from years of hands-on consulting assignments in North and South America, Europe, Asia and Africa.

Don support to leaders and organizations includes:

Team and leadership coaching
Leadership development program design, development, and delivery
Talent assessment for hiring, succession, and M&A
Key talent acquisition consulting and training prior roles

Don’s prior roles included human resources management assignments in Fortune 500, information management and financial services for firms at both the corporate and field levels. Later, Don held several line operations and technology management roles in insurance/health care services. He also was Director of Healthcare Systems for a systems solution firm where he served as channel marketing development lead. He then became a VP and Principal at Mainstream Access, Inc., a global consulting firm focusing on talent assessment and development. Later, he served in a P&L leadership role as a Managing Director in the Human Capital Consulting Group of Spherion Corporation, a global outsourcing and consulting firm.

He founded an independent coaching and leadership development business in 2022, and in 2012 Don co-founded Blue Key Partners, providing advisory and training services to support organizations in their objective to hire the best. Don holds an MBA from Georgia State University and a Bachelors Degree in Economics from Lafayette College. He has completed an Executive Coaching certification program at Columbia University. For over ten years, Don lectured on high performing teaming and coaching for leaders in the Executive MBA program at Kennesaw State University. He continues as adjunct faculty for KSU’s Coles College fo Business Executive Education programs.

Questions and Topics in this Interview

Importance of getting the right person in the right job (costs of a bad hire)
Importance of leaders/Manager to have a talent mindset (building a talent brand and creating a virtual bench)
Beginning the hiring process with job and candidate specifications (what is each and how to prepare)
How to prepare for the interview process
What are the skills anyone interviewing needs to be effective in
How to assess candidates
Common mistakes interviewing candidates
How to on-boarding and retain talent

Tiffany C. Wright, The Resourceful CEO, and the Author of The Funding Is Out There! Access the Cash You Need to Impact Your Business

December 5, 2022 by John Ray

North Fulton Business Radio

Tiffany C. Wright, The Resourceful CEO, and the Author of The Funding Is Out There! Access the Cash You Need to Impact Your Business

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Tiffany C. Wright, The Resourceful CEO, and the Author of The Funding Is Out There! Access the Cash You Need to Impact Your Business (North Fulton Business Radio, Episode 585)

Tiffany C. Wright, President of The Resourceful CEO and Author of The Funding Is Out There! Access the Cash You Need to Impact Your Business, joined host John Ray on this edition of North Fulton Business Radio. Tiffany discussed how valuable it is when owners set and communicate goals with their team, the disconnect between owners and their own goals vs. their team as it relates to an exit, what to look for if you are preparing to buy or invest in a business, how she works with companies, success stories, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Tiffany C. Wright, The Resourceful CEO

**Tiffany C. Wright, President, The Resourceful CEO**

Tiffany helps small to medium B2B companies restructure their operations and finances to generate stronger cash flow, higher profits and greater revenue. Her clients have experienced revenue increases of 10 to 40%, profitability increases of 20% to 250%, and doubling to quadrupling of cash flow in <=1 year. She’s also the author of The Funding Is Out There! Access the Cash You Need to Impact Your Business. Whether you’ve got a $300,000 transportation business, a $20 million business services company, or are an aspiring entrepreneur with options – Tiffany C. Wright has information and strategies for your business success.

Tiffany now combines her passion for financial independence and business ownership into helping B2B business owners who are frustrated, bored, upset and scared about the state of their business operations. Acting in a business consultant or a fractional COO/CEO capacity, The Resourceful CEO leads owners through successful, impactful financial and operational business restructurings that drives higher cash flow, stronger profits, greater owner flexibility and freedom…and successful owner exits.

Questions and Topics in this Interview

How Owners setting and communicating goals with their team can impact value
What is the disconnect with owners and goals for themselves, their team, and staff as it relates to exit?
How much time and effort does it take to get these things in place?
What is one more key area you see that is not done well enough?
If you are looking to buy a company now and another before the end of the year, what are the top five attributes you are looking at and how are those shaping up with your current negotiations?

Comedian and Podcaster Joel Byars

December 2, 2022 by John Ray

North Fulton Business Radio

Comedian and Podcaster Joel Byars

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Comedian and Podcaster Joel Byars (North Fulton Business Radio, Episode 584)

Joel Byars joined host John Ray to share his story and how he became a comedian. Joel discussed his Hot Breath! Podcast, how comedy can have a positive impact in the world and its value in business, how more humor in the workplace builds employee morale and draws teams together, and so much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Joel Byars

Joel Byars is a comedian, podcaster, and trophy husband with over 12 years’ experience performing clean comedy for everyone from the grandkids to grandparents and even granddogs!

Not only has he toured the world doing stand-up, but he has also interviewed over 400 comedians like Jeff Foxworthy and Cedric the Entertainer on his award-winning Hot Breath! Podcast.

Joel’s mission is to connect the world one laugh at a time with his “Feel Good Funny” comedy.

Website | Facebook | Instagram | Twitter | LinkedIn

Questions and Topics in this Interview

Why did you become a comedian?
What have you learned from interviewing over 400 comedians?
What lessons have you learned from comedy that apply to business?
Why should a company have more laughter in the workplace?
How do you balance work and personal life?
How can people hire you?

Christine Santos, Boarding Pass Coffee

November 30, 2022 by John Ray

North Fulton Business Radio

Christine Santos, Boarding Pass Coffee

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Christine Santos, Boarding Pass Coffee (North Fulton Business Radio, Episode 583)

Christine Santos, Owner and Co-Founder of Boarding Pass Coffee, joined host John Ray to share all things coffee. They discussed how Boarding Pass Coffee got started and what it was like opening during the height of Covid, what makes them different than other coffee roasters, how they tie in travel to their packaging and store design, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Christine Santos, Owner & Co-Founder of Boarding Pass Coffee

It all started with coffee, travel, and a little bit of fate when Murilo and Christine Santos met in 2013! Since then, many cups of coffee have been had, and the two have traveled the world together. In 2020, they decided to pour their love for coffee and travel into something new: Boarding Pass Coffee. Offering specialty coffee from Murilo’s family farm in Brazil, as well as roasts from some of their favorite destinations, Boarding Pass Coffee has become a premier selection for coffee lovers from all blends of life. With a growing list of roasts and coffee tastings to educate even the most knowledgeable coffee enthusiasts, Boarding Pass Coffee has something for everyone on their unique coffee journey!

Website | Facebook | Instagram | Twitter | LinkedIn

Questions and Topics in this Interview

How did you get started?
There are a lot of coffee shops and coffee roasters out there, what makes you different?
Tell us about your packaging and the travel tie-ins
What was it like to launch during the height of Covid?
What is the growth plan for Boarding Pass Coffee?

Peter Webster and Scott Ward, ITRA Global Atlanta

November 29, 2022 by John Ray

North Fulton Business Radio

Peter Webster and Scott Ward, ITRA Global Atlanta

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Peter Webster and Scott Ward, ITRA Global Atlanta (North Fulton Business Radio, Episode 582)

Peter Webster and Scott Ward of ITRA Global Atlanta joined host John Ray to discuss corporate real estate tenant and buyer advisement. Peter and Scott talked about the trusted network of ITRA Global professionals around the world that serve as corporate real estate advisors, mistakes business owners make with their office space needs, advising during negotiations, the current state of office space in the metro Atlanta area, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

ITRA Global Atlanta

ITRA Global is an organization of Real Estate Professionals specializing in representing tenants and buyers in the leasing, acquisition, and disposition of office, industrial and retail real estate. ITRA Global is one of the largest organizations in the world dedicated to representing corporate tenants and occupiers of commercial real estate in major markets across the globe.

Corporate Real Estate Advisors is a privately owned real estate firm that provides tenant representation and site selection expertise exclusively for tenants and buyers of office, industrial and retail space. Chosen by the prestigious ITRA Global (International Tenant Representative Alliance) as the regional representative for Atlanta, they offer corporate clients principal-level expertise in Atlanta and worldwide.

With each Principal’s 30+ years of experience, Corporate Real Estate Advisors provides intelligent strategies and creative solutions for companies, whether large or small, in their real estate matters. They are committed not only to achieving our client’s goals but also to exceeding their expectations by maximizing the value of their lease terms, resulting in long-term relationships reaching far beyond the initial transactional stage.

Website | LinkedIn

Peter Webster, Principal, ITRA Global Atlanta

Peter Webster has been an active member of the Atlanta Commercial Real Estate Community for over three decades. During that time, he has developed a deep and abiding knowledge of the market and has worked with clients both locally and nationally on assignments including multi-market account management, international representation, build-to-suit, and tenant advocacy. All of this experience has given Webster a unique perspective on the industry and driven the formation of a work ethic and style whose hallmarks are a dedication to the client’s goals and objectives coupled with a keen sensitivity to delivering value tied to the clients’ business strategies.

Peter has been a top producer for both local and national real estate companies. Notably, nine years with CB Richard Ellis where he received the Distinguished Achievement Award for being “Rookie of the Year” and was promoted to the level of Vice President. Peter left that position to join The Staubach Company where he was responsible for managing the marketing efforts for the Atlanta region. More recently, Peter founded a successful commercial real estate brokerage, Davidson Webster Associates and Advocate Commercial Real Estate.

During his career in Atlanta, Peter has been recognized six times for completing a Top Twenty-Five Office Deal of the Year by the Atlanta Business Chronicle. In addition, he has received the President’s Award and is a Phoenix Award and a Lifetime Member of the Atlanta Commercial Board of Realtors Million Dollar Club.

Peter has served as a Director for the Atlanta Commercial Board of Realtors and the Chairman of the Forms Committee. He is also presently serving on the Governors Board of the Georgia Institute of Real Estate. In addition, Peter currently serves on the ITRA Global Locations Committee.

Peter is a graduate of The University of Georgia’s Business School where he majored in real estate. Peter lives in Roswell, Georgia with his wife and children. He is active with the city of Roswell and has served as the President of the HOA for his community. Peter is an avid golfer, has a passion for music, and is enjoying raising his family.

Scott Ward, Vice President, ITRA Global Atlanta

Scott Ward is a veteran of over 25 years of owning businesses. Successfully representing and consulting other business owners in lease negotiations in the technology, creative media, retail, and manufacturing industries, Scott’s unique perspective keeps in mind the owner/tenant’s long-term cash flow needs as a catalyst for the future health of his client’s company.

Examples of Scott’s work include a young tech company expanding for the first time and helping to enable its current growth to include private and government clients worldwide. An industrial cabinet manufacturer successfully expanding to handle over 40 percent growth. Media agencies that need flexibility in their space to address the demands of sudden surges or shrinkage in client needs. And retail/franchise situations that come with issues of territory, visibility, and access. Scott has mentored five former employees to own their own businesses and applies these techniques in formulating winning space solutions for his clients.

Scott’s contacts and involvement in citywide groups give him an innovative perspective on trends in traffic, population, education, and economics. He is part of enabling organizations throughout metro Atlanta in realizing their missions by serving on boards or as an officer in Rotary International (Treasurer/International Director), The Chattahoochee Nature Center Board, The North Fulton Chamber of Commerce, Scouts BSA (adult training), Toastmasters International, The Georgia Production Partnership (membership, industry relations, and governmental relations) and Atlanta Theatre to Go Board. He is also a member of the Atlanta Commercial Board of Realtors.

Scott is a graduate of the University of Florida. Scott is also a public speaker and presentation coach. He loves fly fishing, and sailing and has been known to swing a golf club or two! His family’s accomplishments overwhelm him with pride. If you would like to share a coffee please reach out!

Questions and Topics in this Interview

About ITRA Global Atlanta
Mistakes business owners make in real estate
Sublease space
Adjusting to post-Covid conditions
Success stories

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.

Sarabeth Stine, TriNet HR Corporation

November 29, 2022 by John Ray

North Fulton Business Radio

Sarabeth Stine, TriNet HR Corporation

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Sarabeth Stine, TriNet HR Corporation (North Fulton Business Radio, Episode 581)

Sarabeth Stine, Executive Director of Sales at TriNet HR Corporation, joined host John Ray and discussed women in business, the importance of lifting one another up and helping them find their voice, retaining talent, why a PEO, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

TriNet HR Corporation

TriNet is a professional employer organization, or PEO, which provides small and medium-sized businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll, and real-time technology.

From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.

Website | LinkedIn | Facebook | Instagram | Twitter

Sarabeth Stine, Executive Director, Sales, TriNet HR Corporation

Sarabeth has been in business sales for close to 18 years having spent the last 9 years in sales leadership. She leads the Mid-Atlantic sales organization at TriNet where she focuses on the strategic and tactical initiatives to grow business in her 3 key markets which include Atlanta, Pennsylvania, and the DC, Virginia, and Maryland area.

Sarabeth sits on the Board of Directors at the Greater North Fulton Chamber of Commerce as well as at Feel Beautiful Today, a Roswell-based non-profit. She’s highly involved at Buckhead Church and resides in West Midtown Atlanta with her husband Rich and 6-year-old son, Steele.

Questions and Topics in this Interview

Women in business, the importance of lifting one another up, helping them find their voices.
Retaining and attracting talent
Why a PEO

Alma Sucic, Northwestern Mutual

November 18, 2022 by John Ray

North Fulton Business Radio

Alma Sucic, Northwestern Mutual

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Alma Sucic, Northwestern Mutual (North Fulton Business Radio, Episode 580)

Alma Sucic, a financial advisor with Northwestern Mutual, joined host John Ray to share her inspiring story of resilience: coming to the United States as a Bosnian refugee, surviving and recovering from a major automobile accident, and the passion she subsequently developed for helping individuals and family with financial protection. Alma discussed why life insurance is so vital for all ages, income protection through disability and the difference between personal and company coverages, planning for retirement, long term care needs, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Northwestern Mutual

Northwestern Mutual helps you live the life you want, and the life you never thought you could. When people feel better about their money, good things happen – they become more confident and feel more secure. Taking away the everyday financial stress that most people experience (1 out of every 3, in fact), helps them breathe easier, sleep better, and feel happier.

They believe in doing the right thing. To them, the right thing is making sure their clients won’t have to worry about their finances. That they won’t have to wonder if the lives they see for themselves, and their families, is possible—they’ll know it is. That’s because the financial strategies we recommend are based on each client’s life and priorities, and every financial plan is specifically designed to help them reach their unique goals.

Website | Facebook | Instagram | Twitter | LinkedIn

Alma Sucic, Financial Advisor, Northwestern Mutual

Alma is a Bosnian Refugee that came to the USA at age 21 after going through the war in Bosnia. She works on her development and learning new cultures and new systems. It was through her own hardship and a car accident that almost cost her own life that she realized the importance of having protection in place.

That is one of the main reasons she chose to become an advocate and Financial Fiduciary Advisor and educate people on what’s possible and what’s needed to protect themselves, their livelihood, income, loved ones and to leave a legacy.

Questions and Topics in this Interview

Why everyone needs life insurance
Income protections through disability and the difference between personal and company protections
Planning for retirement
Long term care needs
Protection your legacy and beneficiaries

Ameera Joe, North Point Community Church

November 18, 2022 by John Ray

North Fulton Business Radio

Ameera Joe, North Point Community Church

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Ameera Joe, North Point Community Church (North Fulton Business Radio, Episode 579)

Ameera Joe, Intersect Director at North Point Community Church, joined host John Ray on this episode of North Fulton Business Radio. Ameera discussed her roles at the church, specifically as director of the Be Rich initiative, in which individuals, whether church members or not, come together to serve and give to vetted projects of non-profits in the North Fulton community and beyond. Ameera also explained how businesses can get involved in Be Rich, results of Be Rich over the years, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Ameera Joe, Intersect Director, North Point Community Church

Ameera Joe is the Intersect Director at North Point Community Church.

At North Point Community Church, they know life doesn’t come with instructions. They know you want to get it right. They want to help.

They’ve been helping people navigate the complexities of relationships, parenting, finances, and faith for more than 25 years.

Get started by joining them this Sunday in person or online, connecting with them to get helpful resources for your life, and/or connect with others by joining a group.

Don’t settle for just good enough. They’d love to help you find the purpose and life-giving relationships you were made for.

Website | Twitter | Instagram | Facebook

Questions and Topics in the Interview

What is your role at North Point Community Church?
What is Be Rich and how does it work?
How can the public get involved?
Who are some of the nonprofits supported through Be Rich and how were they selected?
What have been the results of Be Rich over the years?