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Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

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Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law (Family Business Radio, Episode 58)

This episode of Family Business Radio with host Anthony Chen features a series of insightful discussions with three distinguished guests, Lisa Sretenovic from Visionating, Mike Kintz of Wingman Payments, and Shawn Choi from Chastain Injury Law. Lisa talks about navigating a virtual business pre- and post-pandemic, setting work-life boundaries, and offering business coaching and consulting services. Mike explains how Wingman Payments provides streamlined payment solutions with specialized services tailored to various business needs. Additionally, Shawn shares his journey from a defense attorney to a personal injury advocate, emphasizing his unique approach to legal cases. The episode also includes reflections from Anthony Chen on building meaningful client relationships and integrating collaborative lessons into financial planning.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Lisa Sretenovic, Visionating LLC

Lisa Sretenovic, CPA, has been empowering entrepreneurs to create a thriving business while focusing on their families for more than 30 years.

As The Velocity Detective, Lisa passionately brings financial literacy to both Wall Street and Main Street. She is a speaker, author, coach, & volunteer with organizations such as SCORE, Texas Accountants & Lawyers for the Arts, and TXCPA. Along with being a leader in the nationally recognized mastermind group Coach Connections, LLC.

When businesses become more in line with their values and vision, they accelerate their impact and discover their missing velocity, resulting in a positive influence in their greater community.

Lisa lives in Austin, TX, with her husband, Milan (The Vibration Chef & music producer).

Website | LinkedIn | Facebook | Instagram | X (Twitter)

Mike Kintz, Wingman Payments

Mike Kintz is the President of Wingman Payments.

Wingman Payments is a trusted provider of merchant services and payment solutions for businesses nationwide, delivering cutting-edge technology and exceptional support to help businesses streamline their payment processes. Wingman Payments offers a wide range of services, including credit card payment processing, fully integrated point-of-sale (POS) systems, and compliance management with PCI-DSS standards.

The company is committed to transparency, providing straightforward pricing without hidden fees, and a concierge-level of service that ensures businesses receive personalized support at every stage of their growth. Wingman Payments specializes in helping businesses reduce their payment processing expenses through innovative solutions like cash discount programs and dual pricing, which are designed to enhance operational efficiency and boost revenues.

As a merchant services broker for top brands like Dejavoo, Lavu, FRI, and National Retail Solutions, to name a few, Wingman Payments equips businesses with the technology they need to thrive in today’s competitive market. Whether working with retail, restaurants, or service-based businesses, Wingman Payments stands out for its dedication to building long-term partnerships, offering tailored solutions, and ensuring that its clients stay ahead of the evolving payment landscape.

Wingman Payments is the go-to partner for businesses looking to enhance their customer experience, optimize operations, and maintain compliance with the most recent industry standards because of its mission to simplify payment processing and offer exceptional service.

Website | Mike’s LinkedIn | Company LinkedIn | Facebook | X (Twitter)

Shawn Choi, Founder and Managing Attorney, Chastain Injury Law

Shawn Choi, Chastain Injury Law, on Family Business Radio with host Anthony Chen — **Shawn Choi, Chastain Injury Law**

Shawn Choi is the founder of the Atlanta, Georgia-based Chastain Injury Law, which specializes in personal injury law. The firm specializes in representing clients who have suffered injuries due to negligence, focusing on areas such as car accidents, truck accidents, motorcycle accidents, and premises liability. Committed to a client-centered approach, Chastain Injury Law offers free consultations and operates on a contingency fee basis, ensuring that clients receive quality legal representation without upfront costs.

With extensive experience in personal injury law, Shawn and his team are dedicated to securing fair compensation for their clients. They leverage their knowledge of Georgia’s legal landscape to effectively negotiate with insurance companies and litigate cases when necessary. The firm emphasizes personalized attention, tailoring strategies to meet the unique needs of each client, and strives to empower individuals navigating the complexities of the legal system following an injury.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:40 Meet Lisa Sretenovic: The Velocity Detective
02:12 Visionating During COVID: Challenges and Adaptations
04:23 The Untethered Entrepreneur: Balancing Work and Travel
10:59 Group Coaching and Consulting Services
16:43 Introducing Mike Kintz and Wingman Payments
20:10 Understanding Merchant Services and PCI Compliance
25:37 Understanding Client Concerns
25:45 Dedicated Relationship Managers
27:04 Innovative Payment Technologies
28:35 Point of Sale and Scheduling Solutions
30:08 Loyalty Programs for Small Businesses
31:24 Client Success Stories
33:28 Introducing Shawn Choi
33:41 The Journey into Injury Law
34:54 Challenges and Nuances in Injury Cases
48:00 Advice for Aspiring Entrepreneurs

Anthony Chen, Host of Family Business Radio

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

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

The complete show archive of Family Business Radio can be found by following this link.

Family Business Radio

James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)

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James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)

Host Anthony Chen was joined by Lisa Sretenovic, Visionating, LLC, who discussed her advisory and tax work with business owners. James Connelly, Results Rehab, also joined the show to profile his physical therapy practice, and Phillip Williams, P&P Business Solutions, discussed how he helps family business owners in their transition and succession issues. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Dr. James Connelly, PT, DPT, OCS, Owner, Mobile Concierge Physical Therapist, Results Rehab

Results Rehab strives to provide top-quality physical therapy by utilizing evidence-informed practice and client values to best meet their needs.

James Connelly views his Mobile, Concierge Physical Therapy practice as a tool to serve his clients so that they can return to the life that they love and enjoy. He wants to give his clients the confidence to move freely, without fear of injury, to gain long-term success and happiness in their everyday lives.

Company website | LinkedIn

Lisa Sretenovic, CPA, CGMA, CITP, CAAS, Founder, Visionating, LLC

Visionating – [verb] act of continuously pursuing your business passion.

Lisa loves seeing professional practice owners with enough passion, drive, and belief in themselves to launch their own business. However, there are way too many of them flying by the seat of their pants, not knowing where their cash is going, and chasing after every sale, all while spending way too much time at the office.

She is on a mission to help these business owners understand they don’t have to give up their dream business. They can have a thriving company and spend time with their family. Not by getting better at their functional skills, but by focusing on three often neglected steps.

Sherlock Holmes is one of her favorite childhood heroes because he is known as a master of deduction and observation. Inspired by these skills, she takes pleasure in sleuthing through small businesses to optimize their costs and maximize their growth. Watching the mindset change of a practice owner go from defeated and burned out to joyful and inspired brings a smile to my soul. The thrill of deducing ways to ensure they have timely information is exhilarating. Having data allows her and her clients to collaborate efficiently, thus ensuring a positive, rapid change of direction. She hates seeing struggling owners, fatigued with the stress of money in their business, and lack of time with their loved ones, flounder by continuing to keep doing what they’ve always done. Lisa delights in explaining evidence to them because she knows how powerful the transformation will be.

Company website | LinkedIn

Phillip Williams, CEPA, President, P&P Business Solutions

**Phillip Williams, P and P Business Solutions**

P&P Business Solutions tackles the financial concerns that small businesses like yours face: Improving cash flow and profitability
Securing financing to fund capital projects
Generating working capital to fund business growth
Developing a successful exit strategy in preparation for retirement.

If wondering how you’d benefit from their guidance in navigating your finances, then simply contact P&P Business Solutions for a private consultation.

Company website | LinkedIn

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries — **Anthony Chen**

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

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

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