sales management Archives - Business RadioX ®

Desiree Caldwell, Elite HR Logistics, Jason Etheridge, Logic Speak, and Sean Shannon, Strategic Growth Design

September 12, 2024 by John Ray

Desiree Caldwell, Elite HR Logistics, Inc., Jason Etheridge, LogicSpeak, and Sean Shannon, Strategic Growth Design, on ProfitSense with host Bill McDermott

North Fulton Studio

Desiree Caldwell, Elite HR Logistics, Jason Etheridge, Logic Speak, and Sean Shannon, Strategic Growth Design

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Desiree Caldwell, Elite HR Logistics, Jason Etheridge, Logic Speak, and Sean Shannon, Strategic Growth Design (ProfitSense with Bill McDermott, Episode 61)

This episode of ProfitSense with host Bill McDermott features three distinguished entrepreneurs who share their expertise in navigating various complexities of managing a business. Desiree Caldwell from Elite HR Logistics discusses modern HR challenges, employee engagement, and the role of technology in streamlining HR processes. Jason Etheridge, Logic Speak, reveals key moments from his 20-year journey in the IT service industry, covering topics such as financial growth, acquisition, and managing technological change. Lastly, Sean Shannon from Strategic Growth Design elaborates on the critical components of a successful sales strategy, the importance of aligning sales and marketing, and the nuances of sales leadership.

Bill McDermott concludes the show with a commentary on going beyond exit planning as a buzzword.

ProfitSense with Bill McDermott is sponsored and presented by Bill McDermott, The Profitability Coach, and the show is produced by John Ray and the North Fulton Studio of Business RadioX® in Alpharetta.

Desiree Caldwell, Elite HR Logistics, Inc.

Desiree Caldwell, Director of People & Culture / President, Elite HR Logistics, on ProfitSense with Host Bill McDermott — **Desiree Caldwell, President and Director of People & Culture, Elite HR Logistics, Inc.**

Desiree Caldwell is President and Director of People & Culture at Elite HR Logistics, Inc.

Elite HR Logistics is dedicated to providing exceptional hiring and staffing solutions to keep businesses running smoothly. Founded on the principle of putting people and family first, Elite HR Logistics delivers outstanding service through a flexible and comprehensive approach, ensuring teams are equipped with professionals who are ready to perform at their best.

Specializing in finding dedicated candidates who are passionate, eager to contribute, and ready to grow, Elite HR Logistics leverages over 30 years of combined experience in the logistics industry. The company excels in safety, service, and building strong relationships, making it a trusted partner in workforce management.

Elite HR Logistics’ streamlined process saves clients time, money, and resources, allowing them to focus on their core business operations without interruption. The company manages all aspects of the hiring process, including recruiting, dispatch, payroll, education verification, background checks, DOT compliance, and more. Whether clients need temp-to-hire industrial employees or long-term team members, Elite HR Logistics provides hands-on service and industry expertise to meet all staffing needs.

With a unique ability to find talent where others aren’t looking, Elite HR Logistics equips candidates with the tools they need to succeed and places them with reputable businesses across the United States. Committed to helping clients build strong, adaptable workforces, Elite HR Logistics is the partner of choice for driving business success. The road to success starts with Elite HR Logistics.

Jason Etheridge, Logic Speak

Jason Etheridge is the Founder and President of Logic Speak

Logic Speak works with local Atlanta businesses to provide proactive Technology Strategy, Support and Security. Since 2004, Logic Speak has focused on making a positive impact on organizations to leverage technology better.

IT Strategy: A well-defined technology strategy is essential for aligning IT initiatives with business goals. It involves identifying the right technologies that can drive innovation, enhance productivity, and improve operational efficiency. By developing a clear roadmap, you can ensure that your technology investments are strategic and yield long-term benefits.

Support: Effective technology support is crucial for maintaining a productive workforce. It involves providing timely assistance and troubleshooting for IT-related issues. This can range from software and hardware support to network and infrastructure management. By ensuring that employees have access to reliable support services, you can minimize downtime and maximize productivity.

Security: Security is paramount in today’s digital world, especially with the rise of cyber threats. A strong security strategy involves implementing measures to protect sensitive data and systems from unauthorized access, breaches, and other security risks. This includes deploying firewalls, encryption, multi-factor authentication, and regular security audits.

Find out more at www.logicspeak.com or email us at hello@logicspeak.com

Website | LinkedIn | Jason’s LinkedIn | Instagram | Facebook

Sean Shannon, Strategic Growth Design

Sean Shannon, President, Strategic Growth Design, on ProfitSense with Bill McDermott — **Sean Shannon, President, Strategic Growth Design**

Sean Shannon is the President of Strategic Growth Design.

Strategic Growth Design helps small and medium sized businesses and start ups chart a path to sustainable growth through thoughtful strategy and disciplined processes. Sales is the engine that drives growth and yet little thought is given to the infrastructure that’s necessary to create repeatable success.

SGD offers business owners and CEOs the opportunity to engage on a project basis or as fractional sales leadership, all driven by the needs of the organization. Some simply need the processes; others need the leadership only years of experience can bring on an interim basis. The pros at Strategic Growth Design are ready to roll their sleeves up and get to work driving revenue north and mental anguish south.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to Profit Sense
01:20 Guest Introduction: Desiree Caldwell of Elite HR Logistics
01:40 Navigating Modern HR Challenges
02:52 Employee Engagement and Retention Strategies
04:50 The Role of Technology in HR
05:52 Success Stories from Elite HR
07:32 Fostering Healthy Workplace Cultures
09:36 Guest Introduction: Jason Etheridge of Logic Speak
10:05 Pivotal Moments in LogicSpeak’s Journey
11:35 Managing Financial Growth
14:45 Adapting to Technological Changes
18:00 Sales Strategies and Community Service
22:46 Guest Introduction: Sean Shannon of Strategic Growth Design
23:07 Key Elements of a Successful Sales Strategy
26:58 Aligning Sales and Marketing
28:32 Compensation Design for Sales Teams
30:59 Responding to Market Disruption
34:44 The Importance of Exit Planning
36:37 Conclusion and How to Stay Connected

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

Follow this link to find the show archive.

The show is presented by The Profitability Coach. The Profitability Coach helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business.

Bill McDermott is the Founder and CEO of The Profitability Coach. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram and follow The Profitability Coach on LinkedIn.

John Winters – Meridian IT (Part 2 – “The Art of Sales” with Phil Bonelli)

June 23, 2024 by Rose

North Georgia Business Radio

John Winters - Meridian IT (Part 2 - "The Art of Sales" with Phil Bonelli)

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To Sell Or Not To Sell – Part 2 of “The Art of Sales” – an Exclusive North GA Business Radio Series hosted by Phil Bonelli

Sales is not overly complicated, but it isn’t easy. It takes passion. – John Winters

Our special guest is John Winters, a seasoned sales professional with a very diverse background.

His career started in radio and television and has transitioned into the technology industry, where he currently works with Meridian IT, a global managed service provider.

Redefining Sales Success: Relationships, Representation, and Responsibility

Sales is an art that requires finesse, passion, and a genuine desire to solve problems.

During this engaging conversation, Phil and John offer a refreshing perspective on sales, one that transcends mere transactions and embraces the essence of human connection.

John’s candid anecdotes and real-world examples illustrate the power of tapping into your genuine enthusiasm for what you sell.

He shares how this authentic passion can elevate your sales approach while fostering meaningful connections with clients and driving sustainable growth.

John has mastered navigating the challenges of remote sales post-COVID and implementing effective sales strategies to drive business growth.

John’s insights and practical approach make him a valuable resource for sales professionals looking to strengthen their customer relationships and successfully adapt to the ever-evolving sales landscape.

This Segment Is Brought To You By Our Amazing Sponsors

Hopewell Farms GA

Roundtable Advisors

RichLife Advisors

Highlights Of The Show

00:00:39 – Sales Series Introduction
This is the second segment in a four-part series on sales. John and Phil discuss the importance of being passionate about what you sell.

00:01:29 – Sales and IT Services
The guest, John Winters, talks about his role at Meridian IT, a global managed service provider, and explains the company’s services related to IT infrastructure and cloud hosting.

00:07:32 – Finding Passion in Sales
John shares his journey into sales, starting with selling Christmas wrapping paper at the age of ten and later transitioning into technology sales, emphasizing the importance of passion and motivation in sales.

00:13:36 – The Heart of Service in Sales
The guest discusses the significance of having a heart of service in sales, emphasizing the responsibility of serving customers and building meaningful relationships. He highlights the people-centric nature of the sales business.

00:14:00 – The Dual Role of a Salesperson
John discusses the two key responsibilities of a salesperson: representing the business’s interest in front of the customer and the customer’s interest in front of the business. He emphasizes the importance of not just making the sale, but ensuring that the promised outcome is delivered.

00:17:14 – Customer Experience and Communication
The conversation shifts to the importance of customer experience and effective communication in sales. John highlights the need to understand and relate to the customer’s business and position, as well as the significance of showing genuine care and interest in the customer’s needs and problems.

00:19:29 – Importance of Service and Communication
Phil and John stress the importance of adopting a mindset centered on serving the customer and communicating in a way that focuses entirely on the customer’s needs and problems. They emphasize the value of approaching sales with a heart of service and empathy.

00:23:46 – Balancing Customer and Business Interests
John delves into the challenge of representing both the customer and the business, highlighting the need to ensure that the customer’s expectations are met while also addressing any discrepancies that may arise in the contracted elements. He emphasizes the importance of finding win-win solutions and approaching challenges with love and appreciation.

00:27:32 – The People Business
Phil and John underscore the significance of recognizing the collaborative nature of sales and the need for gratitude and appreciation towards the individuals who support the sales process behind the scenes. They emphasize the value of building relationships

00:29:06 – The Importance of Process and Collaboration
John emphasizes the importance of sticking to the process and ensuring client satisfaction. No one wins alone in business, emphasizing the need for collaboration.

00:31:09 – Gratitude in Sales
Phil shares the importance of gratitude in sales, citing personal experiences from a family trip. Both hosts discuss the value of being grateful while striving for more.

00:34:23 – Creating Opportunities and Exceeding Expectations
John shares a story about his great grandfather’s journey to the US, highlighting the willingness to take risks for opportunity. The hosts discuss the importance of creating opportunities and exceeding customer expectations.

00:36:51 – Building Lifelong Partnerships
Phil emphasizes the value of making lifelong partnerships with clients. John adds that following customers as their careers advance leads to exponential growth. They stress the importance of taking care of clients.

00:38:51 – Effective Communication in Remote Sales
The hosts discuss the challenges of remote communication and emphasize the importance of turning on the camera during conference calls for effective non-verbal communication.

Keith Guernsey | Sales Leadership + Relay for Life Updates

June 16, 2024 by Rose

North Georgia Business Radio

Keith Guernsey | Sales Leadership + Relay for Life Updates

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In business, until you have enough sales, you have no other problems. — Jason Bonds

North GA Business Owners! If you want to step up your selling game, this North Georgia Business Radio segment is for you!

Our special guest is Keith Guernsey. Keith is a multi-talented individual, known to many of our listeners for his inspiring books and his incredible journey as a three-time cancer survivor.

What you may not know is that Keith has a background as a top sales leader. Keith brings a wealth of knowledge to the table and is committed to sharing effective sales management strategies with us.

His experiences are sure to provide insightful and actionable advice for small business owners seeking to enhance their sales team performance and help drive their success.

Keith’s diverse expertise and commitment to making a difference make him the perfect guest to help kick off this multi-part series on sales!

Some highlights from the show…

Mastering Sales Management Strategies: Sales secrets from a 40-year sales veteran to help boost your small business sales team’s performance and driving revenue growth.
Elevate Your Fundraising Game: Discover innovative and effective ideas for maximizing your event’s impact and reaching new fundraising heights. Recently Keith helped Relay for Life raise over $100,000 for the American Cancer Society!!!
Networking Secrets for B2B Sales Success: Keith is sharing some powerful tips to supercharge your B2B networking efforts and forge valuable connections that help drive sales.
Navigating the Impact of COVID-19 on Sales: Learn how to take advantage of, adapt and thrive in the new sales landscape. Mastering the art of turning challenges into opportunities for success.
Effective Celebration of Sales Team Success: Find out how to motivate and celebrate your sales team’s achievements in ways that foster a culture of success and drive continued performance.

Connect with Keith…

email – thegurns2005@yahoo.com
phone/text – 978 – 973 – 5691

Check out Keith’s books on Amazon

Connect with Phil Bonelli:

Roundtable Advisors

https://www.facebook.com/Hopewell-Farms-GA-105614501707618/

https://www.instagram.com/hopewellfarmsga/

https://www.hopewellfarmsga.com/

Connect with Beau Henderson:

https://RichLifeAdvisors.com

https://www.facebook.com/RichLifeAdvisors

https://www.facebook.com/NorthGARadioX

Key Moments from the Show

00:00:32 – Relay for Life and American Cancer Society update
Keith Guernsey discusses the success of the recent Relay for Life event and shares contact information for those interested in participating in future American Cancer Society events.

00:03:06 – The Gurns and Cancer Survival
Phil and Keith discuss cancer survival and resources available for those battling cancer, emphasizing the importance of not letting financial constraints hinder treatment.

00:07:39 – The Importance of Showing Up and Sales Strategies
Keith emphasizes the importance of consistency and showing up in sales roles, highlighting the significance of solving problems and meeting needs through sales strategies.

00:12:36 – Networking and Expertise in Sales
The conversation explores the importance of networking, being recognized as an expert in your field, and the challenges of cold calling in sales, especially in the context of remote work and automated call systems.

00:14:09 – Overcoming Technological Hindrances in Sales
Keith discusses the technological hindrances and the challenges of reaching the gatekeeper, especially with the prevalence of voicemail as a barrier to direct communication.

00:14:56 – Direct Outreach vs. Networking
The discussion explores the different ways to reach out to prospects, including face-to-face visits, calls, electronic communication, and networking. The importance of finding a balance between direct outreach and networking is emphasized.

00:16:15 – The Power of Persistence in Sales
Keith shares personal experiences of reaching out to CEOs directly and the impact of persistence in getting a response. The importance of persistence and consistency in sales efforts is highlighted.

00:20:42 – Transitioning from Sales to Sales Management
Keith discusses the transition from sales to managing salespeople, emphasizing the importance of leading by example, providing support, and creating opportunities for sales team success.

00:25:34 – Key Attributes of a Successful Salesperson
The conversation explores the essential attributes of a successful salesperson, including discipline, consistency, self-awareness, and the ability to learn from both successes and failures. The importance of celebrating successes and learning from setbacks is highlighted.

00:29:24 – Celebrating Successes in Sales
Keith Guernsey emphasizes the importance of celebrating successes in sales, regardless of wins or losses. He also shares the advice of his mentor, Bob Spencer, about how to handle sales setbacks and keep the team motivated.

00:30:30 – Handling Sales Setbacks
Guernsey discusses the importance of evaluating the reasons behind lost sales and providing constructive feedback to salespeople. He also highlights the need to support and pump up the team, taking into consideration any patterns in sales losses.

00:34:01 – Belief in What You’re Selling
Guernsey stresses the importance of believing in the product or service being sold. He shares his own experience with a business roundtable advisors, emphasizing the need to genuinely believe in what you’re selling to make sales enjoyable and rewarding.

00:36:18 – Persistence and Consistency in Sales
The conversation focuses on the importance of having a system and process in sales. Guernsey highlights the need for persistence and consistency in reaching out to prospects, as well as the importance of multiple touchpoints to increase the likelihood of a sale.

00:39:29 – Product Knowledge and Solving Problems
Guernsey emphasizes the significance of product knowledge and expertise in sales. He discusses the role of a salesperson in solving problems and providing value to customers, highlighting the need for a thorough understanding of the product or service being offered.

Forget the Sales Tactics and Develop Relationships, with Adam Scharfer, Not In Sales, LLC

July 31, 2023 by John Ray

Business Leaders Radio

Forget the Sales Tactics and Develop Relationships, with Adam Scharfer, Not In Sales, LLC

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Forget the Sales Tactics and Develop Relationships, with Adam Scharfer, Not In Sales, LLC

When he formed his company, Not in Sales, LLC, Adam Scharfer gave himself the title of “Not a Salesperson.” Adam joined host John Ray on this edition of Business Leaders Radio to discuss legacy sales tactics and why they need to change or be discarded altogether. He said the best sales practices of yesterday are often not the best ones to follow today. Adam revealed how relationship building, not a perfect sales process, can naturally lead to sales through listening, providing helpful information, being a subject matter expert, and more.

Business Leaders Radio is produced and broadcast by the North Fulton Studio of Business RadioX® in Atlanta.

Not In Sales, LLC

Not In Sales helps technology-focused organizations expand adoption of its offerings and further drive revenue by rejecting archaic s@!es processes and embracing authentic relationships.

AREAS OF EXPERTISE:
★ Leveraging a unique combination of technological and business development leadership
★ Strategic planning for business development without fear of simplicity
★ Fractional or interim sales leadership
★ Identifying processes that do not match present-day procurement psychology
★ Breaking org-chart barriers of sales, delivery, and technical teams
★ Not fixing things that aren’t broken
★ Finding people to help grow your business in the places least checked
★ Training leaders and team members on ways to contribute to success without the sales feel.

Company Website

Adam Scharfer, Not a Salesperson, Not In Sales, LLC

Adam is a hands-on, high-energy business development and delivery leader with over 20 years of integrating enterprise software solutions and consulting across multiple industries. He prioritizes a customer-focused work ethic and specializes in client relations.

Questions and Topics in this Interview

How did you get into sales and come to the conclusion that you’re “not in sales”?
What are some of the legacy sales tactics you’re looking to change?
What mistakes do small technology companies often make when presenting their offerings to a prospective client?
How would you define a good business relationship versus a not so good one?
Sales leadership seems like an important role within an organization. Why do you think it doesn’t have to be a full time role?
What advice would you give to leaders of technology companies trying to grow their business and sales teams?

Business Leaders Radio is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. The show can be found on all the major podcast apps and a full archive can be found here.

Mark Sutter with Impact Sales Advisors

February 2, 2023 by Karen

Phoenix Business Radio

Mark Sutter with Impact Sales Advisors

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Mark Sutter with Impact Sales Advisors

Impact Sales Advisors was founded to help leaders of small and mid-sized business achieve profitable and profitable growth by providing Fractional VP of Sales services.

We build a path to more sales by:

Conducting a formal assessment of your current state
Create a Strategic Sales Plan
Put the right sales structure and sales process in place
Managing your sales team
Train and certify your sales leader
Find sales talent for you

Mark Sutter is a strategic, results-driven, and collaborative sales leader with an extensive track record of developing and executing strategic plans that drive sales growth, employee engagement, and customer satisfaction.

Before founding Impact Sales Advisors LLC, an outsourced sales leadership firm that helps clients develop and implement the right sales infrastructure and processes to grow sustainable top line sales, Mark spent nearly 30 years delivering award winning sales performance at top shelf firms such Gartner, Inc., Russell Investments and Dun & Bradstreet.

Throughout his career across various industries Mark has always greatly exceeded sales and business expectations by taking a “practitioner” approach to truly understand the situation within the company and market, create winning strategies, processes, and actionable plans to drive growth.

Mark has a Masters of Business Administration from Willamette University and Bachelor of Science degree focused on Management and Marketing from the University of Oregon.

Connect with Mark on LinkedIn.

Breakthrough the Growth Plateau E52

May 12, 2021 by Karen

Phoenix Business Radio

Breakthrough the Growth Plateau E52

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Breakthrough the Growth Plateau E52

In this episode of Tycoons, tune in to hear Gary give some great advice on how to take your company to the next level. It all starts with an honest performance discussion about your goals, performance history, and applying a proactive approach using a system that brings value.

Having a process is so important to any program that aims to teach value and apply towards breaking through a growth plateau. This is what Pivotal Advisors does by handing you the keys to success: who has the best chance to win, putting in a system that works, and investing in sales leaders.

Pivotal Advisors works with small business that have plateaued and are trying to scale to the next level. Many businesses grow to a certain point through great products and services and a good core group of people who do everything. That growth can take them a long way, but at some point they start to plateau. They try several things to try to reignite growth such as hiring different people, sending their sales team to training and even changing up their compensation strategy to “motivate” people, but results of those efforts are limited.

Pivotal Advisors was founded by partners who both experienced hyper-growth in their respective careers. They learned that the things that you do to manage your sales teams at $5M and $10M are very different than at $25M, $50M or $100M. You need to be more disciplined and intentional and use systems and repeatable process in order to scale.

Pivotal Advisors helps companies not only implement those key components, but they also help the sales leader and CEO drive adoption of them so the company can grow profitably, consistently and predictably. We do this by either inserting our own consultants as Fractional Sales Leaders or by working with your existing sales leader to help them drive the needed change.

Gary Braun is a lifelong salesperson and sales leader. His first job out of college was selling copiers door to door to small businesses. From there, he moved on to working for a manufacturer to sell desktop publishing equipment. Being successful at that, he was promoted to his first sales management position and quickly learned that managing sales and selling are two different skills and there were few resources to learn how to manage performance, coach, hire, train, forecast, etc.

Next, Gary sold high end servers, storage and networking equipment to Fortune 1000 companies and learned selling to large enterprises was very different from selling to small businesses. His next venture was critical in his learning as he took a job selling for an outsourced ecommerce company.

He joined as a salesperson and the 23rd employee of the company that was doing $1M in revenue. He left 11 years later when the company was $400M in revenue and had 1,400 employees across the globe. This is where learned a lot of the concepts about how make the critical changes needed to scale. In 2008, he joined his brother/partner to found Pivotal Advisors to help small business grow.

Gary has been married to his wife, Becky, for 28 years and they have two daughters – one a sophomore in college and one a Marine based in southern CA.

Follow Pivotal Advisors on LinkedIn, Facebook and Twitter.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners 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. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) 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 co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners 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 Backbone Planning Partners to help business owners and their families. At Backbone Planning, 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, Backbone 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. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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 to 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.

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

CRN-3557507-042021

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.

Scott Siegel, Beacon Sales Advisors

November 26, 2019 by John Ray

North Fulton Business Radio

Scott Siegel, Beacon Sales Advisors

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North Fulton Business Radio, Episode 178: Scott Siegel, Beacon Sales Advisors

Outsourced, fractional sales and sales management is discussed on this edition of “North Fulton Business Radio” as Scott Siegel, Beacon Sales Advisors, joined the show. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

Scott Siegel, Beacon Sales Advisors

Scott Siegel is the founder of Beacon Sales Advisors. He is an outsourced, fractional Vice President of Sales, who focuses on helping small and mid-size companies optimize their sales strategy, process, and execution. Scott helps companies with hiring and developing the sales force, transforming company sales culture, implementing new sales processes and procedures, and instilling best practices. He focuses not only at the strategic level but also at the tactical level; all to help companies achieve record-breaking sales.

Scott earned his bachelor’s from West Virginia Wesleyan and an MBA from the University of New Haven. He started his career with Frito-Lay and worked for Welch’s, Keurig Green Mountain and good2grow leading sales organizations ranging from $25 million to $3 billion. Scott’s held broad cross-functional leadership roles in national sales, field sales, operations, marketing and corporate strategy.

To learn more, go to the Beacon Sales Advisors website, email Scott, or call directly: 978-881-4069.

North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. 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 approximately $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.

Robert Steele, The Enterprise Zone

September 16, 2019 by John Ray

North Fulton Business Radio

Robert Steele, The Enterprise Zone

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“North Fulton Business Radio,” Episode 163: Robert Steele, The Enterprise Zone

What can making the Dallas Cowboys team as a long-shot free agent teach you about business? What’s the biggest sales mistake many companies make? For the answer to these questions and more, listen to Robert Steele, The Enterprise Zone, in this interview with host John Ray. “North Fulton Business Radio” is broadcast from the Business RadioX® studio inside Renasant Bank in Alpharetta.

Robert Steele, The Enterprise Zone

Robert Steele is CEO and Founder of The Enterprise Zone.

Robert Steele has dedicated his career to learning the art and science of sales and put that knowledge to work. As a founder of four companies, Robert understands that the CEO must be the best salesperson for the company. His experience of raising capital for a start-up, turning around an entire organizations sales process and managing a publicly traded company, Robert understands the value of teamwork, building relationships, mentoring colleagues and driving value throughout the organization. Having closed in excess of $500,000,000 in Total Contract Value, Robert has been called relentless by his colleagues. In 1978, as a free agent for the World Champion Dallas Cowboys, Robert was the only free agent out of eighty hopefuls to make the 1978 football team that played in Superbowl XIII. Robert loves challenges and meets those challenges head on.

Robert is also the Founder of the Steele Center for Professional Selling at the University of North Alabama.

To connect with Robert, email here. Additionally Robert can be found on LinkedIn and on Twitter.

For more information on or to purchase Robert’s book, Steele Here, follow this link.

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. 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 approximately $12.9 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.

POWER PLAY: Al Simon with Sandler Training by Simon, Inc. and Nate Moyer with the Atlanta Gladiators

August 7, 2019 by Mike

Gwinnett Business Radio

POWER PLAY: Al Simon with Sandler Training by Simon, Inc. and Nate Moyer with the Atlanta Gladiators

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Al Simon/Sandler Training by Simon, Inc.

Sandler Training by Simon Inc. is a professional development organization in the sales and sales management arena. Sandler Training by Simon helps clients to find opportunities for their pipelines, close more business, and close more business without discounting.

Nate Moyer/Atlanta Gladiators

The 2019-2020 season will be Nate’s first season with the Atlanta Gladiators. He recently graduated from Liberty University with a Bachelor of Arts in Counseling. Nate previously worked in the Athletic Department and Facilities at a local private school within Gwinnett County. Originally from outside Philadelphia, Nate loves all Philly sports teams and is a diehard hockey fan. When he is not enjoying sports, Nate loves taking trips to the mountains and going to concerts. He currently resides in Gwinnett County.