angishields, Author at Business RadioX ® Page

BRX Pro Tip: Success Story – Wealth Management Firm

March 10, 2021 by angishields

BRX Pro Tips

BRX Pro Tip: Success Story - Wealth Management Firm

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BRX Pro Tip: Success Story – Wealth Management Firm

Stone Payton: [00:00:00] Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you this morning. Lee, for our success story series, wealth management firm.

Lee Kantor: [00:00:12] Yeah. We had a client that came to us, they were a wealth management firm, and they were having a difficult time differentiating themselves from all the other financial advisory firms that were in the market. So, we talked about the types of clients that were important to them, who were they really good at serving. And they kind of landed or we landed on family business. Business owners were a good market for them as a whole, and specifically family owned businesses. That was an area that they thought they could do a really good job in serving them and really provide a lot of value for them.

Lee Kantor: [00:00:51] So, we said that we would create a family business radio show that would talk about the good, the bad, and the ugly about running a family owned business. And for people who aren’t familiar about family owned businesses, there’s a lot of kind of unique aspects about them that traditional businesses don’t have to deal with. Like, they have to deal with the family member who isn’t part of the business that still might, in the future, financially benefit from the sale of the business. Or a succession plan, a lot of time the person running the business wants to keep working until they’re, you know, 70, 80 years old. And then, this kind of makes it where the younger person never gets a chance to lead. And they could be, you know, 50 years old and never having a chance to kind of put their stamp on things.

Lee Kantor: [00:01:39] So, there’s a lot of challenges on that, not even talking about, like, how do they handle holidays and family events. So, there’s a lot of kind of landmines in that. So, we talked about all those things. And what this did was, in the short period of time, it enabled our client to penetrate that space, become an authority in that space. They were invited to go to events, conferences, because they were no longer seen as a vendor. They were seen as a trusted resource to that ecosystem, and it really impacted their business in a positive way.

Shelley McIntosh with Child Focused Consulting Company

March 10, 2021 by angishields

Detroit Business Radio

Shelley McIntosh with Child Focused Consulting Company

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Dr. Shelley McIntosh is a passionate and committed educator for over 35 years. She holds a Bachelor of Science in Interdisciplinary Studies and Elementary Education, a Master of Arts in Curriculum and Instruction/Elementary Education, and a Doctorate in Curriculum and Instruction/Teacher Education from the University of Houston. She is certified as a teacher in both Texas and Michigan. In addition, she is a Michigan certified school administrator. She holds certifications as a State of Michigan (Statewide System of Support) English Language Arts Coach and as a Direct Instruction trainer.

Dr. Shelley served in the capacities of teacher and National Youth Director in a faith based organization for over 21 years. She served in higher education for eight years, and as an assistant professor in the Department of Urban Education at the University of Houston Downtown. She continued her educational career becoming an elementary school principal for Marvin L. Winans Academy of Performing Arts in Detroit. She has developed professional development sessions, presented forums addressing literacy issues and urban school administration. She has also provided reading intervention for schools.

She is an author of several books: (1) Genesis II, the Re-Creation of Black People; (2) Mtoto House-Vision to Victory: Raising African American Children Communally; (3) A Principal’s Tale: Life in 31 Days, and (4) A Principal’s Tale: A Self-Determined Leader, as well as educational articles.

Dr. Shelley is the Chief Executive Officer of Child Focused Consulting Company, LLC whose vision is a society in which all are afforded their civil right-to be highly proficient in reading. The mission is to aggressively improve the reading skills for children and adults to make them highly literate and capable of meeting academic and life demands. She resides in the State of Michigan.

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

TMBS E153: Alex Gonzalez, Preserving Wealth in Uncertain Times

March 9, 2021 by angishields

Tucson Business Radio

TMBS E153: Alex Gonzalez, Preserving Wealth in Uncertain Times

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KEYS TO BUILDING AND PRESERVING WEALTH IN UNCERTAIN TIMES

Expert Shares Tips for Achieving Financial Goals in a Volatile Market—and How an Advisor can Help

GUEST:

Alex J. Gonzalez, Financial Planning Expert, Regions Private Wealth

Alex Gonzalez is a Regional Market Executive for Regions Private Wealth in Orlando, Florida. Gonzalez and his team work closely with high net worth and ultra-high net worth clients to provide customized solutions across a variety of investment and financial objectives. Gonzalez joined Regions in 2010. Previously, he served as Private Banking Director for Wachovia, now Wells Fargo, where he served clients in Miami, Orlando, Jacksonville, and other Florida cities for nearly 28 years

 BACKGROUND:

Amid an ongoing pandemic, political transition, market volatility, and economic uncertainties in the U.S. and abroad, staying on track financially is a challenging task right now. Many have shifted their strategy to protect what they have, rather than focusing on building new wealth. But does there really need to be a trade-off?

 On March 4, Orlando-based wealth manager and financial planning expert Alex Gonzalez will provide some insights and perspectives on how to work with a financial professional to craft an ideal strategy that combines protecting ones’ current assets while positioning oneself to build wealth in the future. .

BRX Pro Tip: Time Management

March 9, 2021 by angishields

BRX Pro Tip: Ways to Connect with People

March 8, 2021 by angishields

BRX Pro Tips

BRX Pro Tip: Ways to Connect with People

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BRX Pro Tip: Ways to Connect with People

Stone Payton: [00:00:00] Welcome back to BRX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, let’s talk about some practical ways to connect with people.

Lee Kantor: [00:00:11] Yeah. Connecting with people is one of our superpowers, that’s kind of the secret sauce behind what we do. We help our clients connect with the people who matter most to them. And I’d like to share some of those specific ways of doing that, that anybody can do, not only the Business RadioX kind of a platform in order to do this. But all you have to do is thank someone. You can do that. Anybody can do that. If you spend some of your day each day just thanking someone, appreciating them, that’s going to go a long way. You can share something that someone else is doing. If you learn something today, share it with your group, share it with an individual. You can appreciate someone’s effort. If someone did something or tried something, just let them know that you saw that, you heard that, and you appreciate them trying that.

Lee Kantor: [00:01:00] Another thing you can do is connect a former client with one of their prospects. If you can do that on a regular basis, you’re going to grow your business. You can share something you learned, whether it’s from a book or a blog, share it on social media, share it individually via email. Another thing that I like to do is I get a lot of books, I buy a lot of books, and we get a lot of books here in Business RadioX just kind of an outgrowth of what we normally do. Mail someone a book that you have lying around. If you think that this is going to be relevant to them, just mail it to them. Like, people don’t need kind of bookcases full of books anymore. If you do this every week, you’re going to see that your community is going to grow. People are going to appreciate you more and they’re going to hire you more.

The Hardy Realty Show – Emma Wells with Keep Rome-Floyd Beautiful and Brooke Brinson from Hardy Realty

March 7, 2021 by angishields

The Hardy Realty Show

The Hardy Realty Show - Emma Wells with Keep Rome-Floyd Beautiful and Brooke Brinson from Hardy Realty

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BRX Pro Tip: What are you Avoiding?

March 5, 2021 by angishields

BRX Pro Tips

BRX Pro Tip: What are you Avoiding?

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BRX Pro Tip: What are you Avoiding?

Stone Payton: [00:00:00] Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. So often I think it’s really true that the answers are in the questions. And a key question to be asking ourselves, what are you avoiding?

Lee Kantor: [00:00:15] Yeah. As entrepreneurs, we’re bombarded with a lot of stimuli and a lot of things to do. And prioritizing those things to do are critical in order to succeed. But if you have a task that’s been on your to-do list or want-to-do list for a long time, you really got to look at that and ask yourself, what are you afraid of? Why haven’t you tried to fix this? Why haven’t you tried to launch this? What’s your fear? What are you afraid of? That it may not work? What if it worked better than you imagined? That you might be disappointed? What if it’s a success?

Lee Kantor: [00:00:54] This is not going to kind of determine whether you’re a success or you’re a failure. But the worst case scenario is, you try something and you learn it doesn’t work. And learning is always a good outcome. So, if you can reframe trying things into learning new things, it doesn’t matter what the outcome is. The worst case scenario is, it didn’t work and you’ve learned something not to do later on. The best case scenario is, it worked beyond your wildest dreams. So, it’s always worth trying and learning because that is going to move the ball. And if you slowly move the ball every single day, you’re going to have a good outcome at the end of the day and you will become successful

Adam Long with HomeTeam Inspection Service

March 4, 2021 by angishields

Franchise Marketing Radio

Adam Long with HomeTeam Inspection Service

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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com.

Adam Long has been the President of HomeTeam Inspection Service for 5 years. Prior to coming on board at HomeTeam, Long was Vice President of House Doctors Home Improvements and Repairs, a handyman franchise dedicated to home improvement and repairs.

As President of HomeTeam Inspection Service , Long has brought his extensive background in franchising and technology with him to help bring the home inspection trade in line with 21st-century expectations.

Long has helped to transform HomeTeam into one of the most trusted companies within the home inspection industry, recognized by both real estate agents and customers.

Connect with Adam on LinkedIn.

Customer Experience Tip: Offer Stability, Control and Certainty

March 4, 2021 by angishields

Customer Experience Radio

Customer Experience Tip: Offer Stability, Control and Certainty

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CX Tip: Offer Stability, Control and Certainty

Lee Kantor: [00:00:05] Lee Kantor here from Business RadioX. Jill, today’s customer experience tip is offer stability control and certainty. Please tell us more.

Jill Heineck: [00:00:15] You know, when things feel out of control, as humans, we crave stability and some control over what’s happening. How do we do this for our customers? We do this by assuring customers and clients that we have a plan to protect their interests and to keep them informed along the way, which, ultimately, keeps them feeling in control. Communication has always been one of the weakest spots for an organization, but it’s the greatest opportunity to create some stability and control for the client. So, creating that feeling of safety by being intentional in your messaging, and how often you want your client to receive those messages, and showing them that you have everything under control will do this. And also, demonstrating that you have systems and people in place to address every need and then some. And that’s your tip for the day.

Lee Kantor: [00:01:04] Great tip, Jill. Thanks for listening.

Connect with Jill at heineckandcompany.com.