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Phillip Williams, P&P Business Solutions

September 20, 2022 by John Ray

P&P Business Solutions
North Fulton Business Radio
Phillip Williams, P&P Business Solutions
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P&P Business Solutions

Phillip Williams, P&P Business Solutions (North Fulton Business Radio, Episode 523)

Because of his long banking career, Phillip Williams brings tremendous skills and insights through P&P Business Solutions to business owners seeking better profitability, access to capital, and a path to exiting their business successfully. In this interview with host John Ray, Phillip discussed the issues involved in getting a business ready for sale, how taxes and inflation might impact business owners over the next few years, the current market for business sales, and much more.

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

P&P Business Solutions

Established by Phillip Williams in 2015 to serve small business owners who are based in Metro Atlanta and St. Augustine, FL, P&P stands for Passion and Prosperity.

Generations of entrepreneurs like you have fueled the American Dream by their sheer passion to build businesses that, in turn, produced great prosperity.

Referrals from other professional service providers— including bankers, accountants, financial planners and attorneys —as well as satisfied customers fuel P&P Business Solutions. Yes, they champion entrepreneurial drive and enthusiasm, but countless examples from decades in banking prove that passion does not guarantee prosperity. Therefore, while helping you understand what your financials reveal about your company, P&P’s role is to uncover problems that are hindering your initiatives and to present opportunities that align with your goals.

Ultimately, their objective is to find viable solutions that enable you to be more profitable and stable, thereby fostering your prosperity.

Company website | LinkedIn

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

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

Throughout his 30-year commercial banking career, Phillip focused on the success of his commercial clients by expertly dissecting their financials and prudently advising them. Committed to his fiduciary role, Phillip established P&P Business Solutions to serve as a trusted advisor. After a long commercial banking career, he had the opportunity to work with hundreds of businesses and witnessed firsthand the key drivers that made his clients successful, as well as helping them avoid mistakes. This invaluable experience has provided the backbone for him to help you improve your business results today.

Guided by a passion for helping others, Phillip has spent many hours volunteering within his community. With a heart for serving, Phillip will prioritize your best interests above all else.

LinkedIn

Questions and Topics in the Interview:

  • When is a good time to sell my business?
  • Is now a good time to sell my business?
  • Why are business owners hesitant in selling their business?
  • What’s the difference between a “lifestyle” business vs an “enterprise” business?
  • Who would buy my business?

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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, access to capital, balance statements, business financials, exit planning, North Fulton Business Radio, P&P business Solutions, Phillip Williams, profitability, renasant bank

LIVE from the GNFCC Grand Opening Celebration: Lynn Jones, Golden Rule Hospice

September 19, 2022 by John Ray

Golden Rule Hospice
North Fulton Business Radio
LIVE from the GNFCC Grand Opening Celebration: Lynn Jones, Golden Rule Hospice
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Golden Rule Hospice

LIVE from the GNFCC Grand Opening Celebration: Lynn Jones, Golden Rule Hospice (North Fulton Business Radio, Episode 522)

Lynn Jones, Golden Rule Hospice, joined host John Ray LIVE at the Greater North Fulton Chamber of Commerce Grand Opening Celebration. Lynn shared the work Golden Rule does serving hospice patients at home throughout all of North Fulton. She discussed the services they offer, why she finds membership in GNFCC so valuable, and much more.

This show was originally broadcast live from the Grand Opening celebration and ribbon cutting of the new offices of the Greater North Fulton Chamber of Commerce at the 10000 Building at Avalon in Alpharetta, Georgia, on August 18, 2022.

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

Lynn Jones, Golden Rule Hospice

Lynn Jones, Golden Rule Hospice

Golden Rule Hospice is the vision of two seasoned hospice veterans operating together as a single provider. Our focus is on respecting the dignity and choices of our patients and their caregivers while providing compassionate support.

  • They have decades of experience and have provided quality service to thousands of patients in Alpharetta and Atlanta. They have encountered a wide range of situations and are trained and equipped to handle diverse scenarios.
  • Their company is staffed with experienced personnel who have dedicated their life’s work to the care of hospice patients.
  • They are the only area hospice to offer five levels of care including Transitional Care. That means that they surpass the support provided by 90% of area hospices in the final 7 days of life.
  • They are a local company, not a national one. That means that their staff—including physicians and owners—are available to you anytime you have questions or concerns.
  • Golden Rule’s approach is holistic, incorporating physical, emotional, and spiritual support. They respect the choices and dignity of patients and caregivers and are dedicated to fulfilling those choices with compassion.

Website | LinkedIn | Facebook | Twitter | Lynn Jones’ LinkedIn

Questions and Topics in the Interview:

  • About Golden Rule Hospice
  • Services they offer
  • Long-term hospice
  • GNFCC

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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, end-of-life care, GNFCC, Golden Rule Hospice, hospice, hospice care, in home hospice, in-home care, Lynn Jones, North Fulton Business Radio, renasant bank

Work/Life Balance, with Dianne Grote Adams, Safex

September 19, 2022 by John Ray

Safex Dianne Grote Adams
Inspiring Women PodCast with Betty Collins
Work/Life Balance, with Dianne Grote Adams, Safex
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Safex Dianne Grote Adams

Work/Life Balance, with Dianne Grote Adams, Safex (Inspiring Women, Episode 50)

As a working mother juggling family and a career, Dianne Grote Adams felt a compulsion to start her company, Safex, with a core value of giving employees the opportunity to realize a better work/life balance. In this interview with Inspiring Women host Betty Collins, Dianne discussed the development of Safex, what role the focus on work/life balance has had in attracting and retaining talent, and much more.

The host of Inspiring Women is Betty Collins and the show is presented by Brady Ware & Company.

Betty’s Show Notes

Balancing your professional and personal life can be challenging, but it’s essential.

Often, work takes precedence over everything else in our lives. Our desire to succeed professionally can push us to set aside our own well-being.

Creating a harmonious work-life balance or work-life integration is critical, though, to improve not only our physical, emotional, and mental well-being, but it’s also important for our career.

My guest is Dianne Grote Adams. She is president of Safex, a health and safety consulting business, who started her company in 1992. As a working mom with a young family, she wanted to create a company that would respect the abilities of people in a technical career while also offering them some flexibility. From its beginning, Safex has offered flexible scheduling and benefits—vacation, insurance, and paid holidays—for anyone who works more than 25 hours.

Did you find that you attracted the right team around you because of that philosophy?

A lot of people, I think, have this myth that part-time workers aren’t committed.  And they say, well, they’re not really committed to their careers. And I found the opposite. They have time to do personal things. And guess what? They don’t make doctor’s appointments during work hours. They don’t make personal calls during work hours because they have other days to take care of that. So I find actually they are probably more committed because they knew they have a special opportunity that others might not have.

But there are people who maybe can’t handle flex time and flexibility. They need more structure. Do you find that sometimes that’s a challenge?

I think there are certain people who maybe need more guidance or more coaching to help them learn how to manage flex time. Many of us didn’t grow up with that as an option, right? Can everyone be successful? I don’t know. But you’ve got to be able to manage responsibility and accountability.

What would you tell employers who are starting businesses to get into this mindset today? How do you get started?

It has been a focus on what does that person. What is that person supposed to contribute, what are they supposed to do? And if you can put a good definition around that and they meet that, then why should you care what the exact hour is or whether they rode their bike for an hour at lunch or they left early to catch a concert?

So in your journey, what comes easy for you in the work-life balance?

For me, it’s really easy to tell someone else to go take the time off. I struggle still with that work ethic that I grew up with, that I need to be first in, last out, and yes, I need to on Sunday night to prepare for the upcoming week. I just don’t give myself that same grace.

Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance in the workplace and at home.

For more information, go to the Resources page at Brady Ware and Company.

Remember to follow this podcast on Apple Podcasts and Google Podcasts.  And forward our podcast along to other Inspiring Women in your life.

TRANSCRIPT

[00:00:00] Betty Collins
I’m Betty Collins. And this is inspiring women. And today we’re going to go through a topic that all of us think about, all of us wish it were just easy. All of us some of us think it’s a it’s a myth. Some of us think it’s a lifetime journey of perfecting. But it really comes down to work life balance and knowing how to make that happen. And sometimes I do really well at it. Other times I’m like, okay, I’ve got to reset again and figure this out. So I think it’s a challenge. It’s all part of your journey. And then one day you figure out it’s probably is a little bit of a myth, but it’s something you can do if you’re intentional about it. It’s like everything intentionality makes it happen. So today I have a very special guest, Dianne Grody Adams, and she founded a company built this company for for quite a while and has and everything about it had in mind a work life balance. So we are just fortunate to have you today, Dianne. We are so glad that you are taking some time with us and the audience. And I know they’re going to be inspired by what you have to say. So the first thing I do want to do is just tell us a little bit about take a couple of minutes to tell us about Dianne Grote Adams.

[00:01:14] Dianne Grote Adams
Wow. Gosh, what is there to tell? So long time Columbus resident, born basically here and grew up here and started the company actually worth 30 years old this year. Very good. So but you’re right, work life balance was something that I aspired to when I was working and thus led me to start Safex. I started working back many years ago and obviously in the traditional workforce didn’t always have as much flexibility as I would have liked to have.

[00:01:49] Betty Collins
Correct. Today we’ve learned all about flexibility because you have a crisis come in and then everyone all of a sudden just went to flexibility. Right. But in 30 years ago, that wasn’t the case. So when you say you have something in mind for that, that you wanted to keep that at your forefront. Tell me just some specifics of what that would be back when you’re thinking through this has to happen, you know.

[00:02:14] Dianne Grote Adams
So I think the big part for me, the motivator for me was I had a professional career, I started a family and I couldn’t balance traveling full time and raising two sons and being a good wife and a good employee. Right. And I didn’t feel like I should have to sacrifice any of those things. So I looked for options and I found a part time job in my field, but it was not very fulfilling. The pay was terrible. There were no perks you got, as many of us probably have done. Hopefully it’s better now. But at that time, right. So as I started to start the business, I thought, well, why does it have to be that way? Why couldn’t I work less than 40 hours a week and still have benefits? Or why couldn’t other mothers or fathers that wanted to be caregivers? Or maybe they just were at a different point in their career and they didn’t want to work 40 or 50 hours a week. Right. Why couldn’t we model a company like that? So that was the intent.

[00:03:14] Betty Collins
Okay. Well, in those beginning stages was of of that and that was part of your culture, probably that was just part of the quote, the mission statement. That was part of how you thought. Did you find that you attracted the right team around you because of that?

[00:03:32] Dianne Grote Adams
That’s a great question, because a lot of people, I think, have this myth that part time workers aren’t committed.

[00:03:36] Betty Collins
Yeah.

And part time B, let’s define as less than 40 hours. And they say, well, they’re not really committed to their careers. And I found the opposite. Those of us who work there knew that we had something special, that we could come to work for three days a week, and then we could have time to do the personal things. And guess what? I didn’t make doctor’s appointments during my work hours. I didn’t make personal calls during my work hours because I had those other days to take care of that. So I found actually they were probably more committed because they knew they had a special opportunity that others might not have.

[00:04:13] Betty Collins
Right. And 30 years ago, this conversation would have been the extreme or it would have been on the out an outlier. It would have been like, okay, good. I’m good luck with that. Right? So you probably had a lot of critics at that point, but at the same time, you felt like you developed a great team that probably stayed with you a long time because of it. One of the things that I that I tell women is your seasons are different. So my twenties look nothing like my thirties. You know, my fifties weren’t my forties. I don’t know what 60 is, but it’s coming there. I’m going to find out pretty soon. Okay. And so sometimes when you look at work life balance, it’s just an easier time to make it happen versus other times. So as an employer and as that person that was building your team. That as far as the work life balance where you flexible as they tendered in came in and out of those seasons. So whether men or women it doesn’t matter.

[00:05:08] Dianne Grote Adams
Certainly and you’re right on and that we all have a different desire or need depending on where we are in our work journey. And sometimes it’s a young family that wants more flexibility. We’ve had other extreme where someone is in their sixties, wants to keep working, but they don’t want to be there five days a week. And so they would like the alternative as well. So I agree with you. It’s not limited to a certain demographic or a certain age group.

[00:05:37] Betty Collins
Right. And in today’s markets, completely different issues of the day. But I mean, people are really back to I want more flexibility. I got used to flexibility and now the things that in their seasons are become extremely important to them, which is not a bad thing. Right. So have you made we had this thing called COVID. You know, we had this thing called a pandemic. Have you made changes since COVID or, you know, as yet another generation is joining the workforce? How are you dealing in all of that? So 38 years ago, you were on the cutting edge. Now it’s like och post-COVID, millennials, all of that.

[00:06:14] Dianne Grote Adams
So actually what we’ve been saying to people is, you know, we’ve been doing this for 30 years. This for us isn’t something really new. But we did recently document our work, flex time, I guess for help for the younger people coming in. We actually got feedback from them is I like the thought here, but I think I need a better understanding and some. Boxes around what you want me to do and not do. Which I was kind of surprised because I was kind of like, Well, you got to take care of your customers and you’ve got to meet your client needs and your internal client needs. And other than that, if you need to run with the doctor under the doctor, but they wanted a little more structure around it. So we actually put it on paper and said, okay, here are your options and laid it out for them.

[00:07:03] Betty Collins
Right. So do you find that this model doesn’t, though, work for everyone? You know, because it’s like, oh, man, I get all this. But there are people who maybe can’t handle flex time and flexibility. They need more structure. Do you find that sometimes that’s a challenge?

[00:07:21] Dianne Grote Adams
I think there are certain people who maybe need more guidance or more coaching to help them learn how to manage flex time. Many of us didn’t grow up with that as an option, right? You went to school and you were expected to be there certain hours and you had homework and it was due a certain time in your first jobs if you’ve been working a while. We had very structured schedules, right? So I think some people need guidance on how do they manage that right now. Can everyone be successful? I don’t know. But you’ve got to be able to manage responsibility and accountability.

[00:07:59] Betty Collins
Right. And I think and I’m sure that you do this for Betty Collins. I do better when I’m in an office. I don’t know if it’s because I’ve always been in an office, but I know when I’m home, I’m like, I’ll just get one more thing done here and I’ll change one more laundry load and maybe I can just shop off to Kroger and then I’ll come back. So for me to go in and out like that, it’s not it’s not a good mindset. I need to stay focused and in there. But when I was raising my kids and that season of Sports and Youth Group and you name it, I could do it then. I can’t do it now. Like I could leave and go. I got to go to the game and then I’ll come back and fit and I was able to. So some of it has to do with the season, but for me, I know if I had I would have to still have a lot of structure around it. So but that’s just me. So when we’re balancing things, what do you find that people like to balance the most? I mean, for me, I look at my life and go, okay, this is the order. I have a spiritual life. I have a mental health life, a physical life. And then there’s this big category called The Routine of Life. And as long as I balance this first, I can handle routine fairly well. So when you’re finding people want that balance, is it that cut and dry? Because I’m a CPA and I’ve got four sections, you know, but when they talk about balance, what do you find your employees want to balance besides doctor appointments or or maybe that’s a lot of what it is.

I do think a lot of it is just life. Yeah. There are things you have to do, right? It’s part of that. Adulting. Yes. And it takes time. Yeah. And if all the people you need to make a phone call and appointments for work 8 to 5 and you work 8 to 5, that’s hard. So that is part of it. I think others I think it’s all over board depending on what their interests are. Right. I have some people who want to go use the gym for lunch or I have some people who want to go the grocery store before they pick a child up at childcare or somebody wants a long weekend to go hiking. So I think it’s really all over the board what those other things are, depending on what their personal interests are.

[00:10:01] Betty Collins
Yeah. So for you, you know, this is part of your culture. It’s been part of the why and the how, because it was personal to you 30 years ago that I need this in my life for people who still don’t grasp this, like maybe my older partners, they just don’t grasp it. What would you tell employers today or women who are starting businesses or anyone who’s starting a business, you know, to get this mindset, especially if it’s hard for them, like how do you really just get in there and go because this works? How do you get started? You know, how do you change that?

[00:10:40] Dianne Grote Adams
For us? I think it has been a focus on what does that person what is that person supposed to contribute, what do they is supposed to do? Right. And if you can put a good definition around that and they meet that, then why should you care what the exact hour is or whether they rode their bike for an hour at lunch or they left early to catch a concert? I mean, why should you care as long as you have our clearly communicating what the expectations are as consultants? I mean, it is a little easier. You have a certain amount of revenue you’re expected to generate and you have certain deadlines to meet with your clients. If you’re not meeting those, then it’s an obvious discussion that we have a problem. But if you are meeting those, should I really care?

[00:11:25] Betty Collins
Right. Right. And I mean so. So your company is very intentional about setting expectations. We are. Okay. So tell us a little bit about your company. So people kind of know that they might be going well, this is easy for her because. You know, what is it that Safex does?

[00:11:43] Dianne Grote Adams
So let me say first, I’m not going to say it’s easy. Well, and I grew up, as many of us did, with this work ethic that you’re in the office at seven, you’re the last to leave. And that’s what life is all about and that’s how you prove yourself. So that was the mindset I started with, and that is how I spent the first ten years of my career. So this was a mind shift for me, no question. And there were days I still have a little heartburn when I’m not sure that everybody has the client’s best interests at heart. But then you have to have a conversation, right? So that being said, because we are occupational safety and health partners with our customers, they often have a project and it has a known deadline. We have a budget. There are known hours to complete that project and each person knows how many hours of revenue they need to generate in a year. So you break that out month by month and then it’s easy, relatively easy to have a conversation about this is what you need to accomplish. And so if you have the open conversation and you share all that information and maybe that’s what helps us, we’re very transparent in our books, the revenue we generate, the hours that everybody is billing, the clients that are happy with us, the disappointments. And so that open communication perhaps reinforces the message of how much we trust you, but also the huge responsibility you have to maintain that trust.

[00:13:13] Betty Collins
So people really trying to to hear you today and go, I mean, I would love to get there. It all started with a Y and it was personal. But it also is your intentional. You’ve set expectations, communication being very open. So as I say in here, your flexibility cannot cause chaos to the overall client in your peer. Correct. And that’s just an expectation that has to be there from the beginning. So who have you seen do did you have a mentor or somebody that you saw in life that did this well or no? I was the mentor and I helped other people do this. It could be either way.

[00:13:56] Dianne Grote Adams
30 years ago, there weren’t a lot of people doing this right. I more went to This is not what we want to do. So how do we do this differently? Yeah, and it wasn’t just my desire for my life. My husband was working in consulting at the same time and he would often be out of town for ten straight days, back home for four gonn again ten. And he didn’t have a choice about that schedule. He was told, this is where you’re going. Yeah. And they expected him to figure out child care or whatever or they assumed he didn’t have to worry about it, that I would worry about it, whatever the case might have been 30 years ago. But then I also saw he came home. He was exhausted. Right. He didn’t have quality time at home. And then he still had to do his timecard and his marketing responsibilities and things. So those four days off really weren’t a four days off. Yeah. So I saw that as, okay, these are other things we can’t do, can’t dictate schedules. We can’t dictate. You have to go out of town this week. You’ve got to have a conversation with people on where they are in their life and who can we count on to travel this month or who can we travel on to next month? Or maybe you can travel next week, but the following weeks, not really good because your spouse is.

[00:15:09] Betty Collins
Gone, right?

[00:15:10] Dianne Grote Adams
And so those kind of conversations is what helped allow us to create that.

[00:15:15] Betty Collins
To create that. Yeah. Again, the flexibility can’t cause chaos, but let’s see what we can do to make it all work.

And there are days it doesn’t work. Yeah, we’re there more than we want to be or.

[00:15:27] Betty Collins
Right. Because if you.

[00:15:28] Dianne Grote Adams
Say we’re out of balance and we need to pull back and have a conversation about it, it happens.

[00:15:32] Betty Collins
Yeah. So. So for you, do you I mean I mean, you’ve had this incredible journey of a great company. You’re pretty known for it. Do you find that even though you’ve done this this long and I don’t like to make my podcast about about pandemics, but it was a pretty major thing. Was there any adjustment, though, even to that? Because now we can’t be maybe as flexible because clients we can’t be there when you know what I mean. There was definitely I know for us, for instance, auditors couldn’t just go on it, you know, and then all of our clients are doing these whole audits electronically, which they really didn’t want to do. And you’re doing safety. I mean, so was it Hey, we’ve been doing this, so we’re good to go. And the pandemic, or did you still find that challenging with with doing like everyone did?

[00:16:23] Dianne Grote Adams
There are certain things that we were probably more prepared for than others. Yeah, but no question, there are certain tasks that had never been done remotely that we either had to figure out, can this even be done remotely? Or is that something that’s going to have to wait? Yeah. So no, there’s still some adjustments that absolutely had to be made.

[00:16:45] Betty Collins
So this is a terrible question, but I’ll ask it anyway so you can say no. Edit this, take it out. So the question is so in your journey, what comes easy for you with work life and balance? But what comes hard? I mean, like, what’s the good and what’s the bad? And again, you don’t have to answer, but we’re waiting.

[00:17:03] Dianne Grote Adams
Oh, no, it’s okay. Yeah, there’s nothing to hide. Yeah, I struggle still with that work ethic that I grew up with, that I need to be first in, last out, and yes, I need to on Sunday night prepare for the upcoming week. I am so wired that way that I really struggle to not think about work on the weekend. Now that might be in part business owner and not just employee, a combination of the two. So that for me is still hard. Yeah, what is easy for me. A young man came to me yesterday and he said I got my work all caught up and I’m supposed to be here till the end of the day. But we have our new puppy and it has its first vet appointment. And I’m not a dog lover, so I didn’t really get it, but I’m like, okay, he’s all gushy about it, you know? And he says, I really want to go with my wife to see to the puppy’s first vet appointment. I said, So go. He goes, Really? I’m like, Yeah. Did you not read our flexible work policy? You can do that. You’ll work, you’ve met your needs. Go. So for me, it’s really easy to tell someone else to go do that. I just don’t give myself that same grace probably.

[00:18:18] Betty Collins
Well, it’s amazing to me and how I would answer is it’s the it’s the constant engagement that we have set ourselves up to be. And that first one is just the email, shut it down, quit having it on your watch, your phone everywhere round. That’s one that people you don’t really have your flexibility in my mind on the weekends if you’re getting emails from the person who wants to work all weekend and yet how you not you know and that one is the hardest for me and I’ve even learned I have ideas or emails that I draft and wait until Monday morning to send them all out. Good for you. You know, because you’re you may be wired to do this, but you’re your people maybe don’t want to do this or they don’t want to keep getting this stuff that engages them back in. And so as employers, we need to set a better example of that to me. But how did we ever do this? Because email, it’s hundreds a day. It can be where it wasn’t like I was on the phone all day in the eighties. But, you know, that’s one to me that’s a challenge for me and work life balance. Don’t answer email, shut it down. But then don’t send emails and think people will just come in on Monday and answer them. You put them in an anxious spot, right?

[00:19:39] Dianne Grote Adams
I agree. I resisted email on my phone long after. People are like, What do you mean you don’t check your email on your phone? I’m like, Because the minute I look at something, then my brain engages and I can’t disengage. But I don’t have a smartphone or a smartwatch because I don’t want email.

[00:20:00] Betty Collins
On my.

[00:20:01] Dianne Grote Adams
Wrist because I just will go nuts.

[00:20:04] Betty Collins
And I did turn off notifications because that does help at least. So then it is. If I don’t see a bunch of notifications on those two things, I’m not going to dig in to.

[00:20:14] Dianne Grote Adams
I have all my notifications off 100%.

Yeah.

[00:20:17] Dianne Grote Adams
Even in the office. Because if I’m focusing on something, I don’t need those little reminders that somebody has something to tell me. Right. Because sometimes what I’m. Doing is more important than whatever that person had to tell me at that moment. And if I’m engaging with a client, I need to be focused on what that client’s needs are. So I don’t use those at all. But you have a valid point.

[00:20:38] Betty Collins
It’s tough. It’s tough. So use the employer. If you’re really say you have work life balance and the weekend is yours, then don’t make it theirs. Don’t make it yours. I mean, you know, so the other thing I would ask, work life balance, we always think of it’s well, that’s the mom.

[00:20:53] Dianne Grote Adams
That’s for women, right?

[00:20:55] Betty Collins
It’s not for the dad or whatever. Maybe the dad is more of the caretaker or those type of things. How do your if you have a balance of men and women do men I mean, does it seem like it’s always geared to women and that’s what they think? Or are men going, no, I get this.

[00:21:14] Dianne Grote Adams
30 years ago when we started, we had some men who felt put out would probably be a good way to put it, that all of our women didn’t work full time and they worked like Monday through Friday every day, and that they had to take the really hard road. And we talked about it and got through it. But over time, no, it’s been men and women who have taken advantage of the part time at side effects. My husband joined us after a few years and he worked less than full time for a number of years because the our sons were in ball and it was perfect for him. Right. He got to leave at 230. When they got out of school, he went and helped coach. I mean, it was a great family environment and I would come later then and we’d have dinner together as a family. So for us, that worked great. I had he and another person came both men and at the end of their careers worked less than full time and we’re still able to mentor our young people, do productive work, feel good about themselves, but didn’t have to be there Monday through Friday. So I think it’s not just a woman’s issue, but it does take very strong men, I think, to be able to buck the tradition and be that less than full time person. And I think it’s more acceptable now than certainly 30 years ago.

[00:22:32] Betty Collins
Right.

[00:22:32] Dianne Grote Adams
And I’ll brag a little bit, my son is the primary caregiver of his two sons. And when right before he got married, he said, you know, Mom, what I would really like to do is be the stay at home dad. And I said, well, then talk to your wife to be about that. It may not happen for whatever reason, but that’s a conversation you two need to have. She’s an attorney. Her hours are not as flexible, and that’s a choice they’ve made. But he’s thrilled and he’s good at it. And so I think just giving all of our family members the option for whatever works for their family is what is that real work life balance.

[00:23:07] Betty Collins
What I really like is that your employees, your environment, your clients, whoever they solve from the top that it’s for, it’s for both. It’s for parents, not moms or it’s not the single dad who has to was you guys showed that example that this is how we want our work in life and balance to be. So then it gives people kind of the they see it and then they go, oh well maybe maybe I can do this right. So for women business owners who tend to go, everything is on me because it’s hard, right? And you’re and you take it all on. And one of the reasons I would say that women struggle in business more because men will start a business and it goes like this. Women are like this. You know, it’s the journey is a little bit longer. Doesn’t mean it’s wrong. It’s just they don’t and a lot of it is is because they think they have to do it all instead of you can have it all, you don’t have to do it all. So kind of our end today, I’d like to talk about how we inspire women to to think about that statement of you can have it all. You just don’t need to do it all. Can you kind of expand on that?

[00:24:27] Dianne Grote Adams
Sure. I think there’s two components to that, though. I’m not in business and this will upset some people. I’m not in business to see how much money I can make in a short period of time. I’m in business to provide a decent living for my family and for those that we work with. So my end game might be a little different than other business owners, so I didn’t need to go from 0 to 102 years. Right. So that being said, I might have a slightly different perspective, but it is hard, I think as a woman who was brought up, that you are the rock, right? I guess the core focus to be able to ask for help. And Betty knows I am a caregiver now and that is the hardest thing for me to do is to ask for help. And so I have been honest with our team that I can’t do what I use. To do, and it’s killing me in my soul because it’s still something I love. But I need other things for people to either pick up or if I ask you for help, it’s because I really need help. I’m not trying to quote unquote dump on you. Right. And I think, Ben, it’s back to that, just being honest and communicating. I don’t think anybody judges if you’re honest, I think we all think we’re being judged. Right. But if you have the conversation about it, I don’t really think people then are judging. It’s when you try to keep it a secret and they don’t understand that misconceptions maybe.

You’re guarding it close because oh my we can’t show that or but women business owners have a tendency to and not even the end game the end game they don’t see the full potential of who and what they could be because they’re wrapped up in in doing it all.
Because what you want to be and what you want to do might be completely different. At the end of the day. I mean, as a CPA, my goal is not to focus on your depreciation, and those things are all important. But the goal for me has always been if the marketplace is successful in this country, the world works, it just does. And when you get to be that employer you have, that means you have employees and you’re the provision, right? You’re the provision. And those are households and those households firm communities. And so how do I make sure that success happens and it’s not doing it all? Because, you know, there’s another balance and another world out there.

[00:26:57] Dianne Grote Adams
So one of our core values, we say, is equality. And that’s part of what we tell people when we first come is like, you have a different experience than me. You have a different skill set than me. None of us are better than the other. Without our collective skill set, we can’t be successful. Right. And so I think saying that does help a little bit and living that, not just saying it, but living that also helps you ask for help a little bit or say, you know what, your strength is really good in this area and I’m going to take 6 hours to do this because I am not good at this. I can do it, but I’m not good at it and being honest. And then that person picks it up, gets it done an hour, you’re like, Well, that was a much better use of time, right? And I’ll go do something that I’m better suited to do.

[00:27:43] Betty Collins
Yeah, well, today we’ve had Dianne Adams with Safex, and you have just been a delight. You have restored my. Maybe I don’t need to go through a big plan and reset. I just need to go know there is work life imbalance. It takes work, but it’s worth it. So we appreciate you coming with us today. We appreciate you talking to our audience and being part of this.

[00:28:06] Dianne Grote Adams
It’s my pleasure. I love to share our story and to hear from other women.

[00:28:11] Betty Collins
It’s a great story.

[00:28:12] Speaker1
It’s a wonderful part of being in business. Right. All right.

[00:28:16] Speaker1
Thank you very much.

Automated transcription by Sonix www.sonix.ai

Tagged With: Betty Collins, Brady Ware & Company, Dianne Grote Adams, Inspiring Women with Betty Collins, safety consulting, safex, work-life balance

LIVE from the GNFCC Grand Opening Celebration: Melvin Everson, Gwinnett Technical College

September 19, 2022 by John Ray

North Fulton Business Radio
North Fulton Business Radio
LIVE from the GNFCC Grand Opening Celebration: Melvin Everson, Gwinnett Technical College
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Melvin Everson

LIVE from the GNFCC Grand Opening Celebration: Melvin Everson, Gwinnett Technical College (North Fulton Business Radio, Episode 521)

Melvin Everson, Gwinnett Technical College, stopped by to chat with North Fulton Business Radio host John Ray during the Greater North Fulton Chamber of Commerce Grand Opening Celebration. Melvin discussed Gwinnett Tech’s presence in North Fulton, recent developments at the college, why Gwinnett Tech is so active in GNFCC, and more.

This show was originally broadcast live from the Grand Opening celebration and ribbon cutting of the new offices of the Greater North Fulton Chamber of Commerce at the 10000 Building at Avalon in Alpharetta, Georgia, on August 18, 2022.

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

Gwinnett Technical College

Gwinnett Tech has been providing career-focused education and training for our region for more than 35 years. Our programs focus on real-world education for real-world jobs and help you gain the knowledge you need to realize your dreams.

We offer more than 140 programs – degree, diploma and certificate options – that you can finish in two years or less. Programs in the fastest growing fields, plus emerging industries and technologies, where employers need a highly skilled workforce and our graduates are in demand.

Gwinnett Technical College is accredited by the Southern Association of Colleges and Schools Commission on Colleges to award the associate degree. Contact the Commission on Colleges at 1866 Southern Lane, Decatur, Georgia 30033-4097 or call 404-679-4500 for questions about the accreditation of Gwinnett Technical College.

Website | LinkedIn | Facebook | Twitter

Melvin Everson, Vice President, Economic Development, Gwinnett Technical College

Melvin Everson, Vice President, Economic Development, Gwinnett Technical College

Melvin Everson leads the College’s economic programming with a plethora of workforce development programs focused on training and education to grow businesses. He oversees continuing education, career services, and the Launch Pointe Center for Career Experience.

Everson brings more than 30 years of leadership and economic development in both the public and private sectors.

Everson mostly recently served as the College’s Director of Business and Industry Training. Prior to joining the College, he served as the Executive Director of the Governor’s Office of Workforce Development and Executive Director of the Georgia Commission of Equal Opportunity. Everson also served as a Georgia State Representative for House District 106, on the Snellville City Council, and in the United States Army. Everson holds a Bachelor of Science in Criminology from Albany State University.

LinkedIn

Questions and Topics in the Interview:

  • Gwinnett Tech
  • Recent developments
  • Gwinnett Tech’s connection to GNFCC

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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Career Development, education, GNFCC, gwinnett tech, Gwinnett Technical College, Melvin Everson, North Fulton Business Radio, renasant bank, Workforce Development, workforce training

LIVE from the GNFCC Grand Opening Celebration: Cliff Wilcox, Rotary Club of North Fulton

September 19, 2022 by John Ray

Rotary
North Fulton Business Radio
LIVE from the GNFCC Grand Opening Celebration: Cliff Wilcox, Rotary Club of North Fulton
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Rotary

LIVE from the GNFCC Grand Opening Celebration: Cliff Wilcox, Rotary Club of North Fulton (North Fulton Business Radio, Episode 520)

In addition to owning his own insurance agency, Cliff Wilcox is the Public Image Chair, Past President, and a devoted member of the Rotary Club of North Fulton.  Cliff sat down with North Fulton Business Radio host John Ray during the Greater North Fulton Chamber Grand Opening Celebration, and discussed the work of his Rotary Club, why GNFCC is so important in his professional life, and much more.

This show was originally broadcast live from the Grand Opening celebration and ribbon cutting of the new offices of the Greater North Fulton Chamber of Commerce at the 10000 Building at Avalon in Alpharetta, Georgia, on August 18, 2022.

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

Rotary Club of North Fulton

Cliff Wilcox, Rotary of North Fulton, and Agent, Cliff Wilcox State Farm

The Rotary Club of North Fulton unites leaders from all walks of life, amplifying their individual contributions to make our community, Atlanta and the world a better place to live and work.

  • Join Leaders: Connect with leaders from our community and the world
  • Exchange Ideas: Expand your network and your worldview
  • Take Action: Help create lasting change in our community and other communities around the world

Their meetings are on Tuesdays, 12:00 pm, at Brimstone Restaurant & Tavern.

2nd and 4th Tuesday 10595 Old Alabama Road Connector Alpharetta, GA 30022 

Website | Cliff Wilcox LinkedIn

Questions and Topics in the Interview:

  • Rotary Club of North Fulton
  • GNFCC
  • Rotary meetings

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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Cliff Wilcox, insurance, North Fulton Chamber of Commerce, renasant bank, Rotary Club of North Fulton, state farm

Christie Wilson, Wilson Group Real Estate Services

September 19, 2022 by John Ray

North Fulton Studio
North Fulton Studio
Christie Wilson, Wilson Group Real Estate Services
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Christie Wilson, Wilson Group Real Estate Services (Time Well Spent with Julie Hullett, Episode 8)

Christie Wilson, Owner and CEO of The Wilson Group Real Estate Services, joined host Julie Hullett on this episode of Time Well Spent with Julie Hullett. Christie is a dear friend of Julie’s, but also an active corporate citizen and host of her own podcast, Moving Up with Christie Wilson. She and Julie talked about Christie’s passion for her work, the real estate market in Nashville, how Christie finds time to relax, and much more.

After the interview, Julie shared a quick tip about the value of time and making choices based on the opportunity costs.

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

The Wilson Group Real Estate Group Services

The Wilson Group Real Estate Services is one of Nashville’s most experienced real estate companies. Owned and operated by Christie Wilson since 2007, the firm was founded in 1988 by her late father, Hal Wilson.

Since then, The Wilson Group Real Estate Services has grown into one of Nashville’s premier boutique real estate firms.

They specialize in working with buyers and sellers for housing, investment, and commercial needs, as well as offering a full-service property management division for your investments. They have eighty full-time real estate agents in 2 convenient locations: Sylvan Park & Green Hills. They have been named among the ‘Top 25 Women-Owned Businesses’ and ‘Top 25 Residential Real Estate Firms’ in Nashville by the Nashville Business Journal. They have also been named one of the ‘Best Places to Work’ and ‘Best in Business’ by the Nashville Business Journal.

Their motto: Love Where You Live!

Website | LinkedIn | Twitter | Facebook | Instagram

Christie Wilson, Owner & CEO, The Wilson Group Real Estate Group Services

Christie Wilson, Owner & CEO, The Wilson Group Real Estate Group Services

Christie Wilson is the Owner/ CEO of The Wilson Group Real Estate Services specializing in residential and commercial sales and a full-service property management division. She is heavily engaged in the real estate community serving as Past President of the Greater Nashville Realtors; Realtor of the Year for GNR and for the State of Tennessee.

She currently serves on the board of directors for the Greater Nashville Area Habitat for Humanity; the Nashville Chapter of The Women’s Presidents Organization, The Nashville Wine Auction, and a charter member of The Fulcrum Society of the YWCA and Studio Bank Founder’s Advisory Board.

Professional awards include Best Places to Work, Most Admired CEO, Best in Business from the NBJ, and has been named consistently in the Top 25 Women-Owned Businesses and Top 25 Real Estate Firms in the Nashville Business Journal. She is a member Academy of Women of Achievement of the YWCA and Leadership Nashville Alumni.

She hosts a weekly real estate and entrepreneur podcast: Moving Up with Christie Wilson.

LinkedIn | Facebook

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of Time Well Spent with Julie Hullett

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website| LinkedIn | Instagram. Sign up to receive her newsletter.

Tagged With: Christie Wilson, Davidson County, education, Julie Hullett, Julie Hullett Concierge LLC, Nashville, private schools, property management, public school system, real estate, The Wilson Group, Time Well Spent with Julie Hullett

Planning for a Year-End Price Increase

September 19, 2022 by John Ray

Planning for a Year-End Price Increase

Planning for a Year-End Price Increase

While planning a year-end price increase is great, tending to your pricing shouldn’t be a once-a-year activity if you’re a professional services provider.

The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

John Ray: [00:00:00] Hello again. I’m John Ray on The Price and Value Journey. Planning for a year-end price increase. As I record this episode, we’re a couple of weeks into the fourth quarter of the year, and it’s time a lot of folks plan for pricing increases and adjustments that you need to make in your practice starting in the new year, right?

John Ray: [00:00:25] Well, wrong. Well, actually, more precisely, there’s a mixed answer. Yes, you need to plan a price increase. Don’t be that business owner who delays a price increase for so long that the frustration builds to a boil, and then one day, you snap and jack up prices with no forethought.

John Ray: [00:00:47] At the same time, pricing should always be a regular part of the diagnostics and fine tuning you perform on your business throughout the year. That’s particularly true for professional services providers who’ve accepted a wide variety of clients over time, often at various price points and terms. In those cases, it’s easy to lose track of relationships where it’s noticeably clear you need to put their pricing in line, both with the value those clients recognize in your work as well as the current reality of your practice.

John Ray: [00:01:24] Now, there are only three ways to increase revenue in your business. You can sell more of your services to existing clients, you can add new clients, or you can raise your prices. You’re constantly evaluating your success at the first two, selling more services to existing clients or adding clients. That’s business development, sales, and marketing. But how much regular attention are you giving to your pricing?

John Ray: [00:01:54] For most solo and small professional services practitioners I’ve encountered, they spend 90 percent or more of their time on business development, sales, and marketing. And pricing is a can they keep kicking on down the road.

John Ray: [00:02:10] Here’s just one of the problems with that way of managing a practice. The most immediate way to change the trajectory of your practice profitability is to adjust your pricing. This statement isn’t up for debate. It’s an accounting fact. Adjusting your pricing has a much more immediate impact than any changes you can make in your business development, sales, or marketing. The effect of those pricing changes is also more predictable. So, what changes do you need to make in the regular diagnostics you perform on your business to better incorporate pricing in that mix?

John Ray: [00:02:51] I’m John Ray on The Price and Value Journey. Past episodes of this series can be found at pricevaluejourney.com. I’d be honored if you’d subscribe on your favorite podcast app. And if you’d like to connect with me directly, you can send me a note, john@johnray.co. Thank you for joining me.

About The Price and Value Journey

The title of this show describes the journey all professional services providers are on:  building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire and trying to do all that at pricing which reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line as well as the mindset you bring to your business.

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray The Price and Value Journey
John Ray, Host of “The Price and Value Journey”

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

In his other business, John is a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. As a veteran B2B services provider, John’s special sauce is coaching B2B professionals to use a podcast to build relationships in a non-salesy way which translate into revenue.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,500 podcast episodes.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: John Ray, planning, Price and Value Journey, price increase, pricing, professional services, professional services providers, solopreneurs, value, value pricing

Elizabeth and Stephen Lewis, Stephen R Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies

September 16, 2022 by John Ray

Senior911
Family Business Radio
Elizabeth and Stephen Lewis, Stephen R Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies
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Senior911

Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies (Family Business Radio, Episode 36)

On this episode of Family Business Radio, host Anthony Chen filled the studio with accomplished business owners. Elizabeth and Stephen Lewis discussed their real estate and estate planning law practice and how they work together as a married couple. Sonja Gunter shared the story of how her passion for those who struggle with dementia informs her business, Senior911. Tara Winslow related how a corporate career she found unfulfilling led to a real estate practice in which she revels in serving people. Finally, Anne Mullenax discussed how she and her husband conceived the idea of their recently opened business, Doodle Pies.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law

Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law

Stephen R. Lewis, Attorneys at Law is a real estate and estate planning firm with offices in Suwanee and Lawrenceville. Partners Steve Lewis and Elizabeth Lewis, each have over 20 years of real estate and estate planning experience.

Elizabeth graduated from the University of Georgia School of Law in 1999 and has been a real estate and estate planning attorney since then. She opened Elizabeth A Lewis, LLC in 2004 which later became Stephen R. Lewis, Attorneys at Law.

You can reach them at 770.605.9809 or by email.

Senior911

Answering the urgent call for families faced with the challenge of caring for a loved one at home is what we’re all about at Senior911. As your premier source for compassionate senior home care servicing Gwinnett, North Fulton, Dekalb, Forsyth, and Oconee, GA, we are a nurse-owned and -operated private-duty home care provider licensed in Alabama, Georgia, and Missouri. Whether your loved one needs assistance with meal preparation, medication reminders, concierge service, or skilled nursing services, we have you covered.

With 19 years of experience, our staff is dementia-certified and takes a holistic approach to every service. All of our clients are treated with dignity, kindness, and respect. Contact us today for peace of mind that your loved one is safe and cared for in their home!

Website | Facebook

Sonja Gunter, CEO/Nurse Administrator, Senior911

Sonja Gunter, CEO/Nurse Administrator, Senior911

Sonja Gunter is a veteran nurse, dementia expert, and the owner of 3 Senior Industry related companies. Senior911, Angel911 Inc, and Dementia911. Sonja seeks to serve seniors in their home with private duty home care via Senior911, educate and train staff with Dementia911 and give back to families by providing financial resources through Angel911 Inc.

When Sonja is not helping seniors and studying to stay on top of the latest dementia trends and information, she is a wife, mother, and grandmother of five.

LinkedIn

Tara Winslow, Realtor & Business Owner, Winslow Real Estate Professionals

Tara Winslow, Realtor & Business Owner, Winslow Real Estate Professionals

Prior to following her passion in residential real estate, Tara spent twelve years in corporate America as a top Sales Executive at several Fortune 500 companies including The Coca-Cola Company, AT&T Business and PGi (formerly Premiere Global Services). In her last position at PGi, selling SAAS (software as a service) technology, she finished 2011 as the #1 Sales Executive across the company in sales production.

As a native Atlantan, she has vast insight in the Atlanta Real Estate Market. Tara resides at Keller Williams Realty Peachtree Road office in Brookhaven. She loves being a business owner which allows her to help make decisions important to her clients. Tara is passionate about helping her clients build wealth through real estate. She is committed to her clients, values long-term relationships and strives to exceed expectations. She has a deep understanding of the real estate process and knows what it takes to get her clients into the home of their dreams. Tara takes pride in her business and earns the trust of her clients who call on her for advice.

Winslow Real Estate Professionals has held its license at Keller Williams Realty Peachtree Road in Brookhaven for over 9 years where the office sells over $1 billion in real estate every year across Metro Atlanta.

Company website | LinkedIn

Doodle Pies

Doodle Pies is a new concept pie shop where personal-sized savory and sweet options are available ready-made and made to order. Cooking is rapid and flavors are customizable. Doodle Pies offers a nice fast casual dining experience where one is able to dine in or order to-go. There is a selection of cold and hot sweet pies along with a savory Chicken Pot Pie and customizable quiche made to order. Cook times vary from four to six minutes. Local coffee is also an offering at Doodle Pies.

Company website | Facebook | Instagram | Twitter

Anne Mullenax, Co-Owner, Doodle Pies

Anne Mullenax, Co-Owner, Doodle Pies

Anne Mullenax is one of the owners of Doodle Pies, along with her husband Eric Mullenax. As owner, many hats have to be worn. The roles have naturally split between the husband and wife team. Anne is the marketing and sales of Doodle Pies along with manager and pie maker. Previously she had ran a smaller business, Kiree Soaps where she was soap maker and seller at craft shows in and around the Atlanta area.

Her most prized experience is as mom to her two children Isaiah and Ruby.

LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

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 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.

Tagged With: Anne Mullenax, Anthony Chen, attorney, Doodle Pies, Elizabeth Lewis, Family Business Radio, Lighthouse Financial Network, nursing, residential real estate, senior care, Senior911, Sonja Gunter, Stephen Lewis, Tara Winslow

Jennifer Shelhouse, Dayton Dental Collaborative and Dayton Dental Solutions

September 16, 2022 by John Ray

Dayton Dental Collaborative
Dental Business Radio
Jennifer Shelhouse, Dayton Dental Collaborative and Dayton Dental Solutions
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Dayton Dental Collaborative

Jennifer Shelhouse, Dayton Dental Collaborative and Dayton Dental Solutions (Dental Business Radio, Episode 33)

Jennifer Shelhouse, Chief Strategy Officer at Dayton Dental Collaborative and Dayton Dental Solutions, joined Patrick O’Rourke in the studio to talk about the ways they are doing business which create differentiation. Jennifer discussed their culture, how they empower and support their team, communicate, maintain a positive work environment, create remarkable results, and more.

Dental Business Radio is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Dayton Dental Collaborative

Dayton Dental Collaborative – Experience Different. The environment at the Dayton Dental Collaborative reflects our belief that dentistry is part of a modern comprehensive approach to overall wellness. The Dayton Dental Collaborative believes that patients deserve a relaxing and positive setting for their dental visits, but it doesn’t stop there.

As soon as patients enter the front door, they feel the difference. With soothing smells, happy and enthusiastic professionals, a comprehensive and collaborative approach, the Dayton Dental Collaborative truly wants to make a difference in your day. As the professionals at DDC work together with patients, they understand not only the conditions of their oral health but the possibilities of enhancing and prolonging their life.

Company website | Instagram | Facebook

Dayton Dental Solutions

Dayton Dental Solutions provides care that is Simple, Affordable, Caring, and Convenient. For patients without dental insurance, their unique membership plans help you save money and enjoy exceptional dental care without limits.

Company website

Jennifer Shelhouse, BED, MArch, AIA, Chief Strategy Officer, Dayton Dental Collaborative and Dayton Dental Solutions

Jennifer Shelhouse, BED, MArch, AIA, Chief Strategy Officer, Dayton Dental Collaborative

Jennifer Shelhouse, BED, MArch, AIA, is the Chief Strategy Officer of Dayton Dental Collaborative, a multi-location comprehensive general/specialty privately owned dental practice in Dayton, Ohio. Jennifer has been associated with the dental field for most of her adult life from an after-school job in high school, to becoming a dental hygienist, then meeting her husband of 30 years Dr. Greg Shelhouse, and assisting him in the growth and success of his dental practice. Greg and Jennifer have grown their single-location practice to a multi-million, three practice location with regional and national recognition from many dental industry leaders.

Additionally, Jennifer achieved her Bachelor’s of Environmental Design and Masters of Architecture degrees and is a Registered Architect, designing health care facilities as well as her husband’s three office buildings from 2004 to the present. Jennifer’s designs have won AIA Design Awards, as well as Dental Practice of The Year from Dental Economics, a national dentistry publication. Jennifer still actively works as a practicing architect and designer for dental practices across the US. Jennifer believes in creating a supportive and respectful environment for her husband and office team members to thrive and be inspired. A dedicated advocate for the power of dentistry and architecture to create health and wellness, Jennifer believes that dentistry is only becoming better and more influential today and in the future.

LinkedIn

About Dental Business Radio

Patrick O'Rourke
Patrick O’Rourke, Host of “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 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®. The show can be found on all the major podcast apps and a complete show archive is here.

 

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 PPO negotiations and analysis 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 | LinkedIn | Facebook | Twitter

Tagged With: architect, Dayton Dental Collaborative, Dayton Dental Solutions, Dental Business Radio, dental care, Dental Practice, dental practice design, Jennifer Shelhouse, Patrick O'Rourke, Practice Quotient

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