strategic planning Archives - Page 2 of 4

Paul Wilson Jr., Russell Innovation Center for Entrepreneurs

December 19, 2022 by John Ray

North Fulton Business Radio

Paul Wilson Jr., Russell Innovation Center for Entrepreneurs

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Paul Wilson Jr., Russell Innovation Center for Entrepreneurs (North Fulton Business Radio, Episode 592)

Paul Wilson Jr., Vice President of Innovation and Entrepreneurship at the Russell Innovation Center for Entrepreneurs, joined host John Ray on this episode of North Fulton Business Radio. He gave an overview of Russell Center, the legacy of Herman J. Russell, the Center’s mission to support Black entrepreneurs, capacity building, collaboration and partnerships, what they’re looking for from mentors and businesses who want to plug in, and much more.

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

Russell Innovation Center for Entrepreneurs

RICE is an economic mobility engine for the community: driving entrepreneurs and small business owners to innovate, grow, create jobs, and build wealth. They house over 50,000 square feet of convening, meeting, and innovation space in a LEED Silver Certified building, brought to life by a robust offering of educational, networking, mentoring, and capital resources. Part business generator, innovation lab, and museum, RICE invests in Black entrepreneurs, strengthens businesses, and creates community.

Their mission is to inspire and empower Black entrepreneurs.

Website | LinkedIn | Facebook | Instagram | Twitter

Paul Wilson Jr., Vice President of Innovation & Entrepreneurship, Russell Innovation Center for Entrepreneurs

Paul Wilson, Jr., VP of Innovation and Entrepreneurship with The H. J. Russell Innovation Center for Entrepreneurs (RICE), is an innovative and effective entrepreneurial leader with nearly 20 years of experience creating and delivering high caliber consulting and training solutions to small businesses, corporations, non-profits, and professionals at all levels. He has extensive industry experience that spans leadership roles in small business development, supply chain management, procurement, and supplier diversity. His expertise includes strategic planning, operational planning, leadership development, digital media, government and corporate contracting, and curriculum design and development.

Most recently Paul served as the Area Director of the UGA Small Business Development Center at Georgia State University. In that position he successfully led a dynamic team that provided consulting services, business solutions, educational training, and market research to startup, growing, and established small businesses that helped them achieve their short and long-term goals.

Previously Paul has leveraged his Master of Science in Organizational Management and Bachelor of Business in Supply Chain Management to impact several industries and companies across the United States. Some of his previous client engagements include Southern Company, Georgia Minority Supplier Development Council (GMSDC), Nevada Energy, Vectren, Louisville Gas & Electric, AEP, Edison Electric Institute, Indiana Utility Association, Utility Purchasing Management Group, San Diego Chargers (NFL), Carolina Panthers (NFL), Minnesota Vikings (NFL), and multiple other organizations.

He is a passionate champion for minority business development, expansion, and retention in the metro Atlanta region, and has built strong partnerships and collaborations with several small business development organizations. In addition to being a published author, he enjoys using his multi-media talents and skills to create digital content that informs, inspires, and challenges entrepreneurs to pursue their maximum potential.

Questions and Topics in this Interview

Overview of Russell Center and their mission to support Black entrepreneurs
Strategic planning
Capacity building
Collaboration and partnerships

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/.

Patrick Holcomb Drew Archer and Taylor Kerley with Ironwood Venture E31

September 6, 2022 by Karen

Patrick-Holcomb-Drew-Archer-and-Taylor-Kerley-with-Ironwood-Venture-feature

Phoenix Business Radio

Patrick Holcomb Drew Archer and Taylor Kerley with Ironwood Venture E31

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Patrick Holcomb Drew Archer and Taylor Kerley with Ironwood Venture E31

Ironwood Venture is a management consulting company specializing in accelerating growth for emerging and middle-market businesses. We work with clients that range in industry but have a common need; bridging the gap between strategy and execution.

We are passionate about seeing our clients succeed by working side by side with them to understand their business, their customers and their challenges in order to develop customized solutions that make the difference.

Our deep expertise and experience in operations management and product development coupled with building and leading high-performing teams provides clients with unmatched hands on guidance and support to realize their goal.

Patrick Holcomb is a highly accomplished Executive with proven leadership experience in the Engineering, Financial Services and Technology Sectors.

Deep experience with large multi-geographic operations, Big Data initiatives, strategic planning/implementation, sales management, talent development and revenue/expense optimization all centered around driving customer loyalty.

Drew Archer is an experienced outsourced CFO with exaperience in both an operational & strategic level.

This ranges from tactical assistance in QBO to close the books on time to strategic guidance around; detailed cashflow modeling, multi-year budgeting, profitability analysis, debt optimization and reporting requirements from outside stakeholders.

Taylor Kerley is a versatile and creative marketer with expertise in social media, branding, PPC, social advertising, graphic design, email marketing, photography, SEO, blogging, and overall marketing strategy.

Follow Ironwood Venture on LinkedIn.

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

Join Arizona Good Business to hear from local companies who are:

Centering purpose at the forefront of business
Creating social well-being for the community
Prioritizing sustainability and positive environmental practices
Growing strong company cultures through building authentic teams
Ensuring diversity, equity, and inclusion are involved in all business decisions

Arizona Good Business features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University, Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

WHY Healthcare? E34

July 25, 2022 by Karen

Phoenix Business Radio

WHY Healthcare? E34

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WHY Healthcare? E34

Inspirational stories, leadership styles, life lessons, pivotal moments, business tips, and more were shared on this episode of Collaborative Connections Radio Show and podcast, sponsored by KLM Consulting, Marketing, and Management.

Host, Kelly Lorenzen was on-air with Judy Smith of Smith Hager Bajo, Inc., Madeline Frederick with Children’s Hospital Los Angeles (CHLA), and Megan Duffy with DLR Group.

They also shared why they chose healthcare, their BIG WHY, brands, values, culture, and what collaboration means to them.

It was such a dynamic conversation with these amazing business leaders and worth the listen.

Smith Hager Bajo, Inc., is a consultant-owned firm committed to making a difference in the health care of women and children.

Since the firm was founded by three women in 1995, it has become recognized nationally for helping hospitals improve their services and environments for women and children.

Collectively, consultants have completed more then 2,000 projects ranging from strategic business planning of women’s health services to facility planning for state of the art children’s hospitals.

Judy Smith started her hospital career at WakeMed in Raleigh, NC. She worked with several health systems before moving into the world of managment consulting and facility planning.

As a consultant, she has successfully completed more than 1,000 women and children’s hospital projects in six countries, and is an active lecturer, author and strategist.

She has devoted her career and significant personal time to improving the health environment for women and children.

Connect with Judy on LinkedIn.

Founded in 1901, Children’s Hospital Los Angeles is a worldwide leader in pediatric and adolescent health.

Madeline Frederick is a hospital executive, with expertise in strategic planning, operational improvement, and aligning resources with organizational goals.

She has twelve years of experience in healthcare administration, including roles with the VA Health System, academic health systems, an NCI-designated cancer center, and currently, a children’s hospital.

While she has built her career in southern California, she is originally from Kansas City, and earned her Master of Health Services Administration from University of Kansas Medical Center.

DLR Group is an integrated design firm delivering architecture, engineering, interiors, planning, and building optimization for new construction, renovation, and adaptive reuse.

Their promise is to elevate the human experience through design. This promise inspires sustainable design for a diverse group of public and private sector clients; local communities; and the planet.

DLR Group is 100 percent employee-owned and fully supports the initiatives and goals of the 2030 Challenge, and is an initial signatory to the China Accord and the AIA 2030 Commitment.

Megan Duffy is a Principal at DLR Group and has over 20 years of experience in interior design and planning services for public and private sector clients including healthcare clients.

As Senior Interior Design Lead, she takes pride in her role as a mentor, leader, and creative spirit. She takes on every project with an eye toward expressing the goal and mission of every client.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business.

She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM is a one-stop support shop for small business owners who are starting, growing, or trying to sustain. Our purpose is to foster the growth and prosperity of small businesses in our community.

Entrepreneurs & small business owners come to KLM for support in all areas of business. KLM clients think of us as a concierge, business snuggy, another arm, or duplicate for the business owner; They call us when they need us. Business owners can continue to do what they love while having the support they need when they need it.

About Your Host

Kelly Lorenzen, CEO of KLM, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Jordyn DiOrio, JDP Consult

May 11, 2022 by John Ray

Minneapolis St. Paul Business Radio

Jordyn DiOrio, JDP Consult

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Jordyn DiOrio, JDP Consult (Minneapolis-St. Paul Business Radio, Episode 39)

On this edition of Minneapolis-St. Paul Business Radio, Jordyn DiOrio, CEO of JDP Consult, joined host John Ray to discuss her entrepreneurial journey, her consulting work that helps businesses reform their operational efficiency, being a millennial business owner, who she works with, how she helps clients with marketing, and much more.

Minneapolis-St. Paul Business Radio is produced virtually by the Minneapolis St. Paul studio of Business RadioX®.

JDP Consult

JDP Consult’s approach to a winning marketing and communication strategy help companies adapt, learn and hit their goals.

Marketing Strategy Includes:

– Marketing Plan: Create detailed marketing strategies aligned with marketing goals including online marketing campaigns and optimization approaches to achieve revenue goals.

-Content Strategy: Advise on marketing content, navigation architecture, social media, and email campaigns.

-Performance Analysis: Identifying and assessing the performance of KPIs and metrics.

JDP Consult believes being an operationally succinct company is the key to growing a successful business. Operations Strategy Includes:

-Operational Assessment: Reviewing business operations to improve operational efficiency

-Strategic Planning: Creating a feasible plan and taking the necessary steps for implementation

-Process Improvement: Fine-tuning your operational processes and procedures

– Develop Internal Strategy: This strategy will be tied to employee engagement, cultural assessment, company share values and business goals.

JDP Consult’s business strategy and coaching is for those who want to transform from a “boss” to “owner” within the company. Business Strategy Includes:

– Advisor: Providing clients with advice on new plans and strategies.

– Accountability: Keeping clients accountable and motivated.

-Goal Planning: Communicating with clients to better understand their vision and goals.

– Personal Development: Assisting clients in using their personal skills for the betterment of their business.

Company website | LinkedIn

Jordyn DiOrio, CEO, JDP Consult

Jordyn DiOrio is a fiery entrepreneur with an insatiable passion for helping businesses of all sizes grow. Whether you’re just getting started or have been around the block, she can help move your business forward.

Her three key offerings include marketing strategy, project management, and public relations strategy.

Her diverse skill set ensures that we find solutions tailored specifically to your needs.

Jordan has worked with startups and created her own ventures in the past five years. She has successfully launched two ventures, one receiving investment funding and scaling to six figures in less than two years.

In her time in corporate America, Jordyn wore many hats as a public relations communications strategist and project manager for a top-tier technology company leading their largest multi-million-dollar acquisition. She continues to work alongside businesses as a fresh set of (four) eyes to help deliver on company-wide initiatives.

Her blend of entrepreneurial & business development will help you achieve success, too.

Questions and Topics Discussed in this Episode

What was your key driving force to become an entrepreneur?
How do you market your business, and which tactics have been most successful?
First sales story
What differentiates your business from others?

Minneapolis-St. Paul Business Radio is hosted by John Ray and produced virtually from the Minneapolis St. Paul studio of Business RadioX®. 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.

Jim Barnish, Orchid Black

September 22, 2021 by John Ray

Business Leaders Radio

Jim Barnish, Orchid Black

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Jim Barnish, Orchid Black

High-growth technology firms often experience a plateau in their growth, and that’s where Jim Barnish and the Orchid Black team come in. As Jim discussed with host John Ray, Orchid Black helps technology companies get “unstuck.” Their work turns high-level strategic objectives into actionable plans which produce demonstrable and significant increases in company valuations, examples of which Jim shared. Business Leaders Radio is produced virtually from the Business RadioX® studios in Atlanta.

Orchid Black

Orchid Black partners with tech-forward companies to build smarter, better, game-changing businesses. Orchid Black ensures clients hit bigger milestones and see greater returns faster. You could say we’ve cracked the code.

Human capital is their greatest asset.

Their differentiator is their team. Behind Orchid Black’s customized assessments, strategy and effective execution is its people. They are skilled problem solvers, operators, and entrepreneurs. They get it.

They use their collective business intellect, insights, and experience to interpret client company data and give it insight. Then, with this knowledge, their operators clear a path to alignment, healthy growth, and results-driven success.

Orchid Black’s formula for success starts with their Team who combines Data and Insights in their Value Creation Assessment. Learn more at www.orchid.black.

Company website | LinkedIn

Jim Barnish, Co-founding Managing Partner, Orchid Black

Jim is a strategic change leader with over 15 years of leadership experience in global and integrated operations, M&A, and strategic go-to-market planning. Drawing on deep operational and investment experience at startup and scale-up businesses, he has created and curated a collection of proven, data-driven processes and methodologies to help companies build scalable and fundable VC-ready solutions—accelerating organic growth.

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.

Caroline Jacobsson and Dominique Jara, SidebySide Solutions

May 11, 2021 by John Ray

Nashville Business Radio

Caroline Jacobsson and Dominique Jara, SidebySide Solutions

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Caroline Jacobsson and Dominique Jara, SidebySide Solutions (Nashville Business Radio, Episode 10)

What’s the difference between purpose, mission, and vision? How do you find your purpose as an organization and then turn that into action? How does acting from an effective statement of purpose improve organizational effectiveness? Caroline Jacobsson and Dominique Jara, cofounders of SidebySide Solutions, answer these questions and much more in a conversation with host John Ray. Nashville Business Radio is produced virtually from the Nashville studio of Business RadioX®.

SidebySide Solutions

SidebySide Solutions is a Social Impact Consultancy that works with companies and nonprofits to successfully develop their Purpose and to create effective strategies to increase employee, stakeholder, and community engagement.

The company was founded by Dominique Jara and Caroline Jacobsson, two senior strategists; experts in marketing and communications with experience at well-known and respected American and Global companies and nonprofit organizations.
As a social enterprise consultancy, they enable businesses and nonprofits to grow, while increasing their social and environmental impact.

Based in Nashville, they bring the global experience home.

Areas of expertise

Strategic Planning: Insight gathering, qualitative & quantitative research and data analysis, concept development, evaluation & effectiveness

Marketing & Communications: Content development, copywriting, creative concepting & design, omnichannel marketing

Purpose Journey & Monitoring: Partnership development, stakeholder engagement, account management.

Company website | LinkedIn |Facebook | Instagram

Dominique Jara, Co-Founder

Dominique Jara is a high-performing Marketing Strategy Leader with 20+ years experience working with B2C and B2B brands including Land O’ Lakes and Andersen Windows Inc.

Caroline Jacobsson, Co-Founder

Caroline Jacobsson is a senior communications strategist with 15+ years’ experience working for some of the world’s most respected and renowned non-profit organizations, such as Amnesty Intl., Greenpeace Intl., and Oxfam Intl

Questions and Topics in this Interview

About SidebySide Solutions
What is Purpose and how does it differ from Vision & Mission
Why “start” with Purpose
Five steps to developing a company Purpose:
Reasons why Purpose doesn’t work
How SidebySide can help

“Nashville Business Radio” is hosted by John Ray and produced virtually from the Nashville studio of Business RadioX®. 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.

Opportunities and Threats: Small Business Strategies for Uncertain Times with Ronaldo Fraga, TAB Atlanta North

December 8, 2020 by John Ray

North Fulton Business Radio

Opportunities and Threats: Small Business Strategies for Uncertain Times with Ronaldo Fraga, TAB Atlanta North

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Opportunities and Threats: Small Business Strategies for Uncertain Times with Ronaldo Fraga, TAB Atlanta North (North Fulton Business Radio, Episode 310)

TAB Atlanta North President Ronaldo Fraga joins host John Ray to discuss how the business owner peer advisory boards he facilitates help their members with mastermind-generated insights, accountability, and much needed support. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Ronaldo Fraga, President, The Alternative Board Atlanta North

Ronaldo Fraga is a small business owner and a TAB Certified Facilitator and Coach. For 35 years, he was a C-suite executive in Brazil, running a $30 million/year manufacturing division of a German multi-national capital goods corporation. When he started there in 1978, the company’s revenue was around $3 million/year with 50 employees.

When Ronaldo left for the US in 2013 the revenue had increased 10 fold and the company had 200 employees. They more than doubled the shop floor area, modernized the manufacturing facilities and processes, created new lines of products, and opened export channels to countries such as China, India, Italy, Spain, France, and especially to the USA, Canada, and Mexico. All growth and improvements were supported by cash flow generated locally, without any parent company investment. He wanted the best-trained engineers and managers, and so he invested in their education. He and several others got MBAs with Fundação Dom Cabral (FDC), the most prestigious business school in Brazil. FDC has a partnership with Wharton and is rated in the top 10 or 15 business schools in the world.

In 2000, Ronaldo opened an agency in Houston to better serve our North American customers. In 2013 the parent company sent him to Houston, TX to be the VP of their North American Sales and Distribution unit, a position that he held for 5 years. What excites him about TAB is the opportunity to help business owners grow both financially and personally. Managing is a skill that can be taught and it’s key to the growth of a business. Watching managers and employees grow and become independent was the part of his job in Brazil he enjoyed most. At TAB, he has the opportunity to step into that role again.

Ronaldo has a Mechanical Engineering degree from UFRJ (Federal University of Rio de Janeiro) and two MBA’s, one by Candido Mendes University and one by Fundação Dom Cabral. He has been an American citizen since 2018.

TAB Atlanta North company website

Questions/Topics Discussed in this Show

How to embrace change, transform threats into opportunities and take the best out of them.
Peter Drucker’s quote: “The entrepreneur always searches for change, responds to it, and exploits it as an opportunity”.
The need to recognize that we don’t know what we don’t know.
How to leverage the common knowledge and wisdom of a peer board.
TAB Connect App expands the interconnectivity of TAB members and facilitators to 22 countries and around 4,000 people (and counting).
Recognizing the commonalities of most types of business: we all deal with HR, finances, legal issues, taxes, sales, and marketing, etc.
Strategic Planning as a tool to take your business to the next level
Forecasts are always wrong, but they are the best tool for us to create our future

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “North Fulton Business Radio.”

Certified EOS Implementer Jon Deiter EP 12

September 8, 2020 by Karen

Certified-EOS-Implementer-Jon-Deiter-feature

Phoenix Business Radio

Certified EOS Implementer Jon Deiter EP 12

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Certified EOS Implementer Jon Deiter EP 12

On this episode, a coming home of sorts, Kyle and Jennifer welcome Jon Deiter on the show and to discuss how Jon’s previous leadership as CFO and Integrator of MAC6 has made a lasting impact on them and the rest of the MAC6 team. Jon also shared his current work as a Certified Entrepreneurial Operating System (EOS) Implementer.

Jon gave advice on how to successfully tackle key issues organizations may be dealing with and how the EOS process can help organizations adjust to the changing business climate we are all faced with right now. We also explored the overlap of Conscious Capitalism and EOS and how companies who are interested in the philosophy of Conscious Capitalism can use EOS to continue building a conscious company.

Jon Deiter Solutions, LLC was founded to provide Jon a base for helping business owners achieve all they want from their business. The primary service offered is implementation of the Entrepreneurial Operating System (EOS) which is based on the book TRACTION by Gino Wickman.

Jon’s “Help First” core value, professional training and experience in EOS Implementation and extensive financial management background, provide a unique approach to helping leadership teams break through whatever barriers and challenges they face.

Jon Deiter has over 30 years of experience in leadership roles in a variety of manufacturing, distribution and service businesses that were privately held, family owned entrepreneurial businesses as well as smaller divisions of public companies. He contributed to the success of these organizations by leading strategic planning initiatives, motivating and managing people, and adding financial perspective to the decision-making process through multiple difficult business cycles.

Jon is a CPA (inactive) with an MBA degree in Finance and was Accredited in Business Valuation, but currently focuses 100% of his time as a Certified EOS Implementer. Since 2015 he has followed his passion for helping business owners and leadership teams get a grip on their business and achieve what they want from their business by implementing the Entrepreneurial Operating System® (EOS®) based on the book TRACTION by Gino Wickman

Jon’s career experience, along with experience as both a user and implementer of EOS, give him a robust and unique perspective to follow his passion to Help First.

Connect with Jon on LinkedIn.

ABOUT YOUR MAC6 COMMUNITY CONNECTIONS CO-HOSTS

With a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6. Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space. The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses. Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs. She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC⁶ offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours. Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

Mark Murphy, Northeast Private Client Group

August 24, 2020 by John Ray

Dental Business Radio

Mark Murphy, Northeast Private Client Group

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Mark Murphy, Northeast Private Client Group (“Dental Business Radio,” Episode 3)

Mark Murphy joins host Patrick O’Rourke in a wide-ranging conversation which covers the state of today’s dental industry, why active listening is so important to his practice, why he considers relationships the key to success in any business, and much more. “Dental Business Radio” is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®.

Northeast Private Client Group

Northeast Private Client Group is a boutique Financial Services advisory firm. The firm’s principals are key business strategists and inquisitive, critical thinkers. They help entrepreneurs and professionals to create real wealth and, in most cases, multigenerational wealth.

Mark Murphy, CEO

Mark Murphy is the Chief Executive Officer of Northeast Private Client Group and the author of two books The Win-Win Outcome – The Dealmaker’s Guide to Buying and Selling Dental Practices and Extraordinary Wealth – The Guide to Financial Freedom & an Amazing Life.

Northeast Private Client Group is a national financial planning and wealth management firm headquartered in Roseland, New Jersey. Unlike other financial planning firms, Mr. Murphy and his team focus on the process by which clients use financial products rather than the products themselves.

Mr. Murphy feels that true financial wealth is developed by a high level of emotional fitness driven by wealth creation strategies and a plan that will work under all circumstances. Mr. Murphy and his team provide strategic planning and financial engineering to closely held businesses, mid-size companies, celebrities, athletes, hedge fund managers, doctors, dentists and other high net worth individuals.

Patrick O’Rourke, Host of Dental Business Radio

Patrick O’Rourke began his career in operations management at a dental & vision insurance company in Florida, which after several acquisitions and mergers, is now MetLife. He spent five years at Humana in Atlanta selling in the large group segment (100+ employees). In addition to several awards throughout his career, he has earned many professional certifications.

Understanding the nuances involved with all aspects of risk management helped business partners rely on his expertise to guide client recommendations. He is an insurance insider that has built dental networks, worked in operations management, designed dental plans, and opened markets.

In 2013, he founded Practice Quotient, which specializes in dental insurance PPO network contract analytics and reimbursement guidance, representing the dental provider.

As a national public speaker, Patrick educates doctors on how dental managed care participation impacts more than 50% of practice revenue, the importance of diligent contract management, and how to develop criteria specific to a patient acquisition strategy for choosing the best carrier business partners.

About Dental Business Radio

“Dental Business Radio” covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests will include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. “Dental Business Radio” is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®.

Practice Quotient

“Dental Business Radio” is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient:

Website

Facebook

Twitter

Mark Murphy is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 Broadhollow Road Suite 405, Melville, NY 11747, ph# 631.589.5400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Business RadioX, Dental Business Radio, Patrick O’Rourke and Northeast Private Client Group is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #741545, CA Insurance License #0B36048 2020-106984 Exp. 8/22