John Ray, Author at Business RadioX ® Page

Managing DSO Hygiene for Patient Care, Profitability, and Scalability, with Janet Hagerman, Fractional Chief Hygiene Officer

January 29, 2024 by John Ray

Managing DSO Hygiene for Patient Care, Profitability, and Scalability, with Janet Hagerman, Fractional Chief Hygiene Officer (North Fulton Business Radio, Episode 741)

On this episode of North Fulton Business Radio, host John Ray chats with Fractional Chief Hygiene Officer Janet Hagerman, who consults with Dental Service Organizations (DSOs). Janet discusses her role and explains the significance of effective hygiene departments for DSOs. She touches on the challenges DSOs face due to a lack of structures, high turnover, and low case acceptance rates. She emphasizes the role communication plays in addressing these issues, and the necessity of having congruent company and department visions. The episode concludes with Janet sharing her success stories and the sweet spots in her client base.

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.

Janet Hagerman, Fractional Chief Hygiene Officer

Fractional Chief Hygiene Officer Janet Hagerman trains emerging DSOs to develop a profitable hygiene department positioned for same-store growth and acquisition scalability with consistent and profitable patient-centered systems. As badly as emerging DSOs need a game plan for growth, it’s often just not in the budget. As a fractional CHO, Janet utilizes her past DSO experience to teach DSOs how to create a hygiene department that is profitable, consistent, and scalable.

Janet is an international speaker, author, and consultant. A Medical College of Georgia graduate, Janet’s experience includes over 30 years of clinical and coaching experience with both solo and small to large group practices, and leadership as a corporate Director of Dental Hygiene, managing 100+ practices.

As a DSO Director of Hygiene, Janet created the hygiene department from the ground up, organizing best-in-class teams, creating scalable systems and profitable protocols, and cultivating a culture of enthusiastic, loyal support. She learned (sometimes the hard way) how to integrate the foundational hygiene department building blocks with the overall operational company structure. She introduced the clinical advisory board, which fosters dentist-hygienist collaboration. She learned and implemented strategies to increase patient treatment case acceptance, thus increasing production and revenue. Ultimately, she figured out how to create the foundational building blocks to produce a highly functioning DSO hygiene department, and now helps emerging DSOs do the same.

Website | LinkedIn

Topics Discussed in this Interview

00:04 Introduction to the Show
01:12 Introduction to Janet Hagerman
01:27 Exploring the Role of a Fractional Chief Hygiene Officer
05:05 The Importance of a Hygiene Department in Dentistry
06:04 The Challenges in the Dental Industry
08:19 The Role of Hygienists in Case Acceptance
12:05 The Impact of a Good Hygiene Department
26:24 The Importance of Metrics in Dentistry
32:53 The Success Stories of Janet Hagerman
35:26 Conclusion and Contact Information

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, and many 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 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.

Secrets for Healthy Skin, with Maedeh Samimi, Urban Skin Care Clinic

January 23, 2024 by John Ray

Secrets for Healthy Skin, with Maedeh Samimi, Urban Skin Care Clinic (North Fulton Business Radio, Episode 740)

Maedeh Samimi, owner of Urban Skin Care Clinic in Roswell, joined host John Ray on this episode of North Fulton Business Radio. Maedeh discussed the importance of understanding skin, both in managing challenges like adult cystic acne and aging gracefully, highlighting the holistic approach that makes Urban Skin Care Clinic stand out. She shared how her personal experience with cystic acne fueled her passion for skincare and how her treatments aim to boost confidence and self-image in addition to improving skin health. Maedeh also covered the importance of daily skincare routines, including the use of sunscreen, why regular exfoliation is so crucial, and much more.

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.

Maedeh Samimi, Owner, Urban Skin Care Clinic

**Maedeh Samimi, Urban Skin Care Clinic**

Maedeh Samimi is a licensed aesthetician in Roswell, Georgia.

Maedeh started her career path as a makeup artist and enjoyed helping and uplifting women and their self-image. In her early 20s, she experienced adult cystic acne and quickly learned that masking her breakouts with makeup wasn’t improving her skin condition but further clogging her pores. Acne is the most common skin condition in the United States, affecting up to 60 million Americans and their self-esteem annually.

Inspired to help others after her own journey with acne, Maedeh founded Urban Skin Care Clinic in February of 2020 in Roswell. From the early days of her aesthetic career, Maedeh knew she wanted to focus on the clinical side of the industry, and from working in medical spa settings, she gained vast knowledge and over 10,000 hours of hands-on experience in clinical skin treatments and procedures.

Maedeh continuously furthers her education and stays current with industry news and innovations. She is passionate about helping and guiding other women to feel confident in their own skin and leaving makeup to be an option rather than a security blanket by clearing their acne, removing sun-damaged spots, and rejuvenating tired, dull complexions.

Maedeh is the host of The Skin Coach in Georgia podcast.

Website | Instagram | Facebook | YouTube | LinkedIn

Topics Discussed in this Interview

00:05 Introduction and Welcome

01:13 Interview with Maedeh Samimi, Owner of Urban Skin Care Clinic

01:32 Maedeh’s Journey into Skincare

03:55 Understanding Acne and its Causes

07:41 Holistic Approach to Acne Treatment

09:58 Helping Women Age Gracefully

15:21 Importance of Sunscreen and Exfoliation

24:31 A Success Story: Alexa’s Transformation

25:57 Contact Information and Closing Remarks

RenasantBank

Mastering Sales: It’s Not About You, It’s About Them, with Bill McDermott, Host of ProfitSense

January 23, 2024 by John Ray

Mastering Sales: It’s Not About You, It’s About Them, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill McDermott discusses the essential mindsets and skills necessary for mastering sales.

Bill’s commentary was taken from this episode of ProfitSense.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Transcript

We’re kicking off a new year. It’s 2024. Every business owner I’m talking to recently has been trying to think about “what do I need to do to sell more? Do I raise prices? Do I increase volume?” And so I wanted to talk briefly about how to become the salesperson people want to buy from. Having success in sales can sometimes feel easier said than done.

It takes hard work, dedication, and a willingness to learn and grow. It also takes the ability to overcome objections and setbacks. I recently led a sales training to a group of commercial bankers that we discussed the importance of dealing with mindset first and then adding the right skill set. Two crucial mindsets to have are an abundance mindset and a success mindset.

The best way to have an abundance mindset is to have an abundance of opportunities. A success mindset includes the 80/20 rule. In a sales call, do 20 percent of the talking and 80 percent of the listening. Ask questions based on curiosity and listen to the answers. For skill set, it’s important to engage your client or prospect in as much right brain thinking as you can.

The right side of the brain is where imagination and feelings live. If you can engage those through the art of storytelling, you’ll soon find the client sees themselves in your story. This triggers a desire to do business with you because they see you as someone that can solve their problem. So our formula for success is simple.

Find the level of activity you’re willing to adopt, own your sales process, and ask good questions and solve problems. Don’t sell products.

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

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

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

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

Cybersecurity and IT Strategies for Small Businesses, with Chris Noles, Beyond Computer Solutions

January 22, 2024 by John Ray

Cybersecurity and IT Strategies for Small Businesses, with Chris Noles, Beyond Computer Solutions (North Fulton Business Radio, Episode 739)

On this episode of North Fulton Business Radio, John Ray spoke with Chris Noles, Owner and President of Beyond Computer Solutions. Chris discussed the importance of cybersecurity in the current digital era, especially for small businesses, explaining how these businesses often overlook their vulnerability to cyber threats, thinking they are too small to attract attention. He delved into some strategies businesses can utilize to improve their online security, the impact of a cybersecurity breach, and the importance of receiving training and seeking professional advice. Chris also touched on the regulatory environment surrounding cybersecurity, the services that Beyond Computer Solutions offers, and success stories.

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.

Chris Noles, Owner and President, Beyond Computer Solutions

Chris is an experienced virtual CIO and technology consultant for professionals and business owners. Chris has over 25 years of information technology experience and over 23 years of experience as a business owner providing managed IT and cybersecurity services.

Chris began his career in the 1990’s providing specialized IT services for law firms and business owners, and many of those same law firms and business owners continue to work with his team of experts today. Chris is a trusted advisor who has provided IT services, compliance, and security solutions to politicians, attorneys, doctors, and executives for organizations of all sizes.

Chris and his firm have over 20 years of experience keeping businesses running so that business owners can focus on running their businesses. His team has also played a significant role in responding to and remediating high-profile cybersecurity breaches. Chris has been featured in multiple articles, providing cybersecurity expert advice to medical and legal professionals who are concerned about protecting their reputations. Chris’s firm has been recognized as one of the top 501 MSPs worldwide.

When Chris isn’t helping business owners solve problems with technology, he enjoys spending time with his new daughter, traveling, and spending time outdoors.

Beyond Computer Solutions

Beyond Computer Solutions works with specialized medical practices and attorneys to help them stay out of the news headlines so that a cybersecurity breach doesn’t ruin their good reputation. They know the internal systems and controls needed to help you stay in compliance and keep the bad guys out.

Being entrenched in your industry, they know your business challenges and regulatory needs, i.e., securing documents, accounting systems, and your EMR system. HIPAA Compliance isn’t just a regulatory requirement; it’s also about protecting you from the consequences, which on average start at $10k per incident (think about that loss per patient record!) They ensure their client’s medical practices stay safe and stay in business by providing top-rated customer service through their US-based team.

The conversation starts with a complimentary security assessment, either by phone or video conference.

The company works with office managers, physicians, practice owners, CFOs, attorneys, and CIOs.

An example of what others say: “Beyond Computer Solutions fully understands the magnitude of the regulation and compliance we face in every aspect of our business. We trust their knowledge and expertise in making recommendations that help support and protect our compliance responsibilities. This allows us to focus on our core mission of healthcare.” (Pamela Rhoton, Office Manager, Peachtree Vascular Associates)

Website | LinkedIn | Facebook | YouTube

Topics Discussed in this Interview

00:04 Introduction and Welcome

01:27 Introducing Chris Noles and Beyond Computer Solutions

02:19 The Evolution of Technology and Business

05:28 The Challenges and Solutions in Cybersecurity

08:40 The Impact of Cybersecurity Breaches on Businesses

12:22 The Role of IT in Business Strategy and Productivity

23:19 The Risks and Solutions in Mobile Technology

27:23 Closing Remarks and Contact Information

RenasantBank

Business Success, Networking, and Giving Back, with Mark McKenzie, Docqmax Digital Printing

January 19, 2024 by John Ray

Business Success, Networking, and Giving Back, with Mark McKenzie, Docqmax Digital Printing (North Fulton Business Radio, Episode 738)

This episode of North Fulton Business Radio features Mark McKenzie of Docqmax Digital Printing, who joined host John Ray to share his experiences as a business owner and the significant lessons he’s gained over the course of his career. Mark discussed the history of Docqmax, their remarkable record as a second-generation family business, and how he and his brothers have navigated the twists and turns in the printing industry. Mark shared his views about the importance of networking and creating valuable relationships for business growth. He also discussed the importance of giving back, touching on his longtime involvement with the Golf for the Kids Invitational, an annual golf tournament that raises funds for Children’s Healthcare of Atlanta and supports children battling cancer. Additionally, Mark imparted insights on how investing in real estate became one of Docqmax’s best business moves, the importance of support from outside professional advisors, and much more.

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.

Docqmax Digital Printing

Docqmax Digital Printing and the McKenzie Brothers have been providing their experience and expertise in marketing, printing, and copying to Metro Atlanta area businesses since 1975, and you’ll find that they’re enthusiastic about what they do.

They started out as a Quik Print Printing Franchisee in the heart of Buckhead and established locations in Downtown and Midtown Atlanta, as well as the Cobb Galleria Area. During this time, Rich, Mark, and Mike became second-generation owners and led the company to become one of the top Quik Print franchisees in the nation. After more than 22 years of being a consistent sales leader and producer in the Quik Print franchise system, they became an independent printing company, and Docqmax Digital Printing was launched.

They later consolidated their strengths under one roof in Atlanta’s West Midtown district in 2004. In their current location, they have been able to capitalize on technologies, processes, efficiencies, longtime experienced staff and partners, all of which help them meet their client’s demands, which allows them to drive revenue and sleep at night.

They do all this by offering an online, print-on-demand web portal, strategic marketing services, traditional full-color offset printing, various digital printing services such as digital color printing, black-and-white digital printing, high-speed duplicating, large-format color printing, banners, posters, variable-date printing, and direct mail, as well as a complete bindery and finishing department.

Docqmax Digital Printing is a unique and special place. As a second-generation family-owned business, the McKenzie brothers feel privileged to be the owners of this company. They are 100% locally owned and operated and are proud of the fact that over 85% of all the labor, supplies, raw materials, and resources they use to create and manufacture printing are purchased from other locally owned companies that support our local economy.

The mission of Docqmax Digital Printing is to provide the best printing and most helpful service in our community.

How do they do that? First, while they are in the business of printing, they believe that their company produces something much larger than ink and toner on paper. They print your ideas, hopes, and dreams. They take pride in the fact that the documents they create help tell your story and make your business more successful. Finally, they make every effort to be successful, but recognize that they can only accomplish this if they can help you be successful.

Website | LinkedIn | Facebook | X (Twitter)

Golf for the Kids Invitational

In 20204, Golf for the Kids will celebrate 17 years of making a difference for children with severe medical diagnoses. This tournament, held in October every year, raises funds for Children’s Healthcare of Atlanta.

To learn more, register, sponsor, or donate, follow this link.

Topics Covered in this Interview

00:04 Show Introduction

01:14 Guest Introduction: Mark McKenzie from Docqmax Digital Printing

01:46 The Evolution and Impact of the Printing Industry

02:37 The Power of Direct Mail in the Digital Age

07:02 The Role of Print in Different Industries

12:11 The Value of Print in a Digital World

14:08 Golf for the Kids

19:23 The Impact of Canine for Kids Program at Children’s Hospital

22:52 The Power of Networking

23:19 The Importance of Referrals and Business Relationships

24:12 The Impact of Networking on Business and Personal Growth

25:18 The Philosophy of Giving and Receiving

25:47 The Unexpected Returns of Generosity

26:07 The Power of Awareness in Recognizing Blessings

26:24 The Importance of Giving in Business and Personal Life

36:37 Investing in Real Estate as a Business Owner

38:24 Taking Action on Advice

39:06 The Value of Having a Strong Support System in Business

41:00 Closing Remarks and Contact Information

RenasantBank

Ameera Joe, Intersect Director, North Point Community Church

January 18, 2024 by John Ray

Ameera Joe, Intersect Director, North Point Community Church (Good2Give Podcast, Episode 8)

On this episode of the Good2Give Podcast, Maria Walden-Sullivan and DePriest Waddy welcomed guest Ameera Joe, Intersect Director, North Point Community Church in Alpharetta. Their discussion revolved around how their organizations actively engage in their respective communities, assist nonprofits, and encourage philanthropy. Ameera shared the mission of Intersect, its global reach, and their “Be Rich” campaign, which endeavors to raise funds and generate service opportunities. Maria, DePriest, and Ameera also discussed mentorship programs, the importance of community engagement, fostering a culture of generosity and service, and how both organizations work towards making a positive difference in the world.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link.

Ameera Joe, Intersect Director, North Point Community Church

Ameera Joe is the Intersect Director at North Point Community Church.

At North Point Community Church, they know life doesn’t come with instructions. They know you want to get it right. They want to help.

They’ve been helping people navigate the complexities of relationships, parenting, finances, and faith for more than 25 years.

Start by joining them this Sunday in person or online, connecting with them to obtain useful resources for your life, and/or connecting with others by joining a group.

Don’t settle for just good enough. They’d love to help you find the purpose and the life-giving relationships you were made for.

Website | Twitter | Instagram | Facebook | LinkedIn

Topics Discussed in This Interview:

00:00 Introduction and Welcome

00:26 Introducing the Guest and Their Role

01:08 Discussing the Role of North Point Community Church

02:37 Sharing Personal Experiences and Stories

03:42 Discussing the Importance of Community and Inclusion

05:20 Exploring the Outreach and Impact of North Point Community Church

09:58 Discussing the Mentoring Program in Schools

16:36 Comparing the Work of North Point Community Church and the Community Foundation for NE Georgia

19:06 The Importance of Vetting Nonprofits

20:23 The Role of Trust in Philanthropy

22:18 Protecting Nonprofits in Crisis Situations

23:58 Educating the Community on Donor Advised Funds

25:15 Providing Resources to Nonprofits

27:27 The Importance of Connecting For-Profit and Nonprofit Sectors

31:01 The Be Rich Campaign: Rich in Good Deeds

33:57 Creating a Mindset of Service from a Young Age

36:01 The Power of Collaboration in Philanthropy

37:54 Closing Thoughts: The Impact of Philanthropy

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. DePriest Waddy and Maria Walden-Sullivan are the show’s hosts, and the Community Foundation for Northeast Georgia is the presenting sponsor.

The Good2Give Podcast is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose: improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes, and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals extend far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

“I Want Sundays Off!”: Religious Accommodations in the Workplace

January 16, 2024 by John Ray

“I Want Sundays Off!”: Religious Accommodations in the Workplace (Litigators Lounge, Episode 4)

With the release of this episode of Litigators Lounge on National Religious Freedom Day, hosts Jackie Voronov and Shylie Bannon discuss the implications of the Supreme Court ruling, Groff v. DeJoy, on employer handling of religious accommodations in the workplace. Discussing key concepts like undue hardships and substantial increased costs, Jackie and Shylie underscore the importance of engaging in reasonable religious accommodations. They caution employers against debating the validity of religious beliefs with employees and point to key cases that tested the boundaries of religious accommodations, such as an EEOC finding against Consolidated Coal Company. They also highlight the impact of collective bargaining agreements on religious accommodations.

You can find the Groff v. DeJoy Supreme Court ruling referenced in this episode by following this link.

Litigators Lounge is underwritten and presented by Hall Booth Smith. The show is produced by John Ray and the North Fulton studio of Business RadioX®.

Topics in this Episode

00:01 Introduction to Litigators Lounge

01:37 National Religious Freedom Day Discussion

02:02 Understanding Religious Freedom in the Workplace

05:57 Supreme Court Case Analysis: Groff vs. DeJoy

12:06 Implications of Groff vs. DeJoy for Employers

18:40 Addressing Employees’ Sincerely Held Beliefs

27:38 Impact of Collective Bargaining Agreements on Religious Accommodations

32:39 Post-Groff Case Analysis and Final Thoughts

37:51 Closing Remarks

About Litigators Lounge

Jackie Voronov and Shylie Bannon, attorneys at Hall Booth Smith who specialize in labor and employment law, are the hosts of the engaging podcast Litigators Lounge. Listen as they delve into the intricate world of workplace legal issues as they explore real-life examples, unpack legal scenarios, and offer expert insights to help organizations and employees navigate the ever-changing legal landscape. With engaging discussions, diverse viewpoints from expert guests, and an ample touch of humor, Litigators Lounge is the go-to source for in-depth analysis and expert advice on law and the workplace.

Litigators Lounge is underwritten and presented by Hall Booth Smith. The show is produced by John Ray and the North Fulton studio of Business RadioX®.

Jackie Voronov, Partner, Hall Booth Smith

Jackie Voronov is a Partner in Hall Booth Smith’s office in Paramus, New Jersey, and she represents management in a wide variety of employment matters and litigates employment claims before administrative agencies and state and federal courts. Her clients include major hotels, retailers, shipping companies, assisted living facilities and nursing homes, manufacturers, and national fast-food franchisees.

Jackie’s litigation experience includes the defense of employers in single and multi-plaintiff actions on claims of wrongful discharge, sexual harassment, race, national origin, gender, disability and age discrimination, breach of contract, family medical leave, failure to accommodate, retaliation, wage/hour laws, and related tort claims. Jackie also works with her clients to prepare various employment agreements (including non-compete, confidentiality, independent contractor, and separation agreements). She has extensive experience before various administrative tribunals, including the Equal Employment Opportunity Commission (EEOC), the State Division of Human Rights (SDHR), the Division of Civil Rights (DCR), and other state, federal, and local agencies.

In addition, Jackie frequently conducts management training for employers on a wide variety of employment law topics, such as:

EEO/anti-harassment
employee recruiting and hiring practices
family and medical leave
reasonable accommodations for disabilities and religion
preventing and investigating harassment, discrimination, and whistleblower claims
wage and hour compliance
discipline and termination of employees
privacy in the workplace

Jackie is regularly invited to speak nationally on best practices and other employment-related issues. Before joining Hall Booth Smith, she worked for one of the country’s largest law firms, where she defended employers in a wide range of labor and employment matters, including wage and hour class actions under the Fair Labor Standards Act (FLSA), claims related to the New York State Human Rights Law (NSHRL), the New Jersey Law Against Discrimination (LAD), the Americans With Disabilities Act (ADA), the New Jersey Conscientious Employee Protection Act (CEPA), and Title VII.

Jackie was selected for inclusion as a New Jersey Rising Star by Super Lawyers® for six consecutive years (2010-2016), which honors the top 2.5% of young lawyers in New Jersey.

Shylie Bannon, Partner, Hall Booth Smith

Shylie Bannon is a Partner in Hall Booth Smith’s Jacksonville, Florida, office. She also serves as Hiring Partner for the region of Florida, where she oversees associate attorney hiring endeavors. Prior to joining Hall Booth Smith, Shylie was a partner in both a multi-state, multi-specialty firm and a boutique practice.

At Hall Booth Smith, Shylie continues to represent physicians, mid-level providers, and health care providers in high-exposure medical negligence claims and in administrative proceedings before the Florida Department of Health. She also represents national retailers in high-exposure premises liability, negligent security, and transportation litigation with our National Trial Counsel team.

In addition to litigating matters involving personal injury and negligence, Shylie also represents management in all aspects of employment-related litigation arising from allegations of sex, disability, race, and pregnancy discrimination; whistleblower actions; and alleged violations of the National Labor Relations Act and Fair Labor Standards. She does so in administrative proceedings before both the Florida Commission on Human Relations and the US Equal Employment Opportunity Commission, as well as in all of the state and federal courts in Florida. She also provides employment-related counsel to clients, helping them avoid employment-related litigation through the implementation of best employment, investigation, and risk management practices.

Shylie earned a Juris Doctor from the University of Florida Levin College of Law, cum laude, and graduated magna cum laude from Tulane University with a Bachelor of Arts in Political Science and History.

Shylie volunteers with the Guardian Ad Litem program and supports child welfare advocacy efforts in Northeast Florida. She is also a Member of the Board for the Jewish Federation & Foundation of Northeast Florida.

About Hall Booth Smith, P.C.

Established in 1989, Hall Booth Smith, P.C. (HBS) is a full-service law firm headquartered in Atlanta, Georgia, with regional offices strategically located throughout Georgia and the United States. Experienced across a wide range of legal disciplines, HBS prides itself on providing knowledgeable, proactive, client-specific counsel to individuals, domestic and international corporations, state and federal agencies, and nonprofit organizations.

HBS possesses the legal knowledge, skill, and experience to meet their clients’ needs wherever they do business. HBS maintains the highest commitment to ethically and professionally serve their clients by providing the highest quality legal representation.

They deliver quality legal services in a variety of service areas. Experience across legal disciplines combined with a focus on the unique business or personal requirements of the client is the hallmark of the firm. Their clients receive the attention, expertise, and cost-effectiveness of a smaller law firm with the full-service and strong regional presence typical of a larger one.

Company website | LinkedIn | Facebook | Instagram

Disclaimer

Litigators Lounge is a production brought to you by Hall Booth Smith, PC. This podcast is published for the purposes of providing general information and education on topics which include those related to the law and legal issues, but the contents of the podcast do not constitute legal advice. Listening to this podcast or utilizing the information contained in it in any way does not constitute nor does it create an attorney-client relationship between you and Hall Booth Smith or its lawyers. The contents of this podcast should not be used as a substitute for competent legal advice from a professional attorney licensed in your jurisdiction.

Toby Anderson, SGL Wealth Management

January 12, 2024 by John Ray

Toby Anderson, SGL Wealth Management (ProfitSense with Bill McDermott, Episode 54)

In this ProfitSense episode, host Bill McDermott delved into the importance of business financial planning with guest Toby Anderson from SGL Wealth Management. Key topics included the evolution of the wealth management industry, often misunderstood aspects of financial planning, the impact of personal life experiences on financial decision-making, the trends shaping the financial services industry, the importance of a financial plan, and the role of behavioral finance. Bill and Toby also explored the challenges of business succession and retirement planning, underscoring the need for a well-structured financial plan that can adapt to change.

Bill wrapped up the show with a commentary on how to be the salesperson people want to buy from.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Toby Anderson, SGL Wealth Management

As a seasoned Senior Financial Advisor, Toby’s experience with long-term planning and enthusiastic approach allows him to view each client’s situation holistically and determine courses of action.

Toby crafts tailored services designed to address the unique needs of each individual client. Collaborating with the competent and knowledgeable team at SGL Wealth Management, he extends this customized service to all clients. Toby believes that everyone should have access to a financial advisor, regardless of their financial standing. He understands the trust his clients place in him and is committed to delivering.

Toby has been in the financial services industry for over 20 years, having obtained his license after graduating from Auburn University in 1997. He holds various financial designations, including Series 7 and 63 with LPL Financial, Series 66 with LPL Financial and IFG Advisory LLC, and a Georgia Insurance license for Life, Accident, and Health and Variable Products.

Website | LinkedIn

SGL Wealth Management

SGL Wealth Management Group helps clients manage their assets by utilizing the efficient financial planning strategy known as ‘S.G.L.’ or Strategic Guidance for Life.

Their services include:

Financial Planning Services
Investment Services
Hourly Consulting
Business Services
Trusts and Estates
Additional Services

They strive to build long-term relationships based on trust, mutual respect, and the highest level of service possible.

Securities offered through LPL Financial, Member SIPC. For hyperlinks to SIPC, please refer to sipc.org. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. SGL Wealth Management Group and IFG Advisory, LLC, are separate entities from LPL Financial. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. For a list of states in which Toby and his firm are registered to do business, please visit www.sglwm.com

Website | LinkedIn | Facebook

Topics Covered in this Episode

00:03 Introduction and Welcome

01:07 Getting to Know Toby Anderson

02:27 Understanding Financial Planning

07:25 The Evolution of Financial Services Industry

14:03 Personal Journey and Career Shift

17:55 The Importance of Financial Planning

27:13 Contact Information and Closing Remarks

28:03 Sales Tips for Business Owners

About ProfitSense and Your Host, Bill McDermott

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

Casey Jenkins, Eight Twenty-Eight Consulting

January 11, 2024 by John Ray

Casey Jenkins, Eight Twenty-Eight Consulting (Family Business Radio, Episode 52)

On this episode of Family Business Radio, host Anthony Chen welcomed Casey Jenkins, CEO of Eight Twenty-Eight Consulting. Casey shared her journey from aspiring to be a meteorologist to falling into the supply chain industry by chance and staying by choice. Casey shared insights on managing processes and disruptions in supply chain business, emphasizing the significance of understanding the sequence of operations. She highlighted the need for companies, particularly small businesses, to identify their core capabilities and take incremental steps towards improvement. Furthermore, she underscored the importance of having a risk management plan to navigate different potential business disruptions.

Host Anthony Chen closed the show with a brief commentary on the value of taking just one small step in financial planning.

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

Casey Jenkins, Founder and CEO, Eight Twenty-Eight Consulting

**Casey Jenkins, Eight Twenty-Eight Consulting**

Casey Jenkins (CJ), the Owner of Eight Twenty-Eight Consulting LLC, stands out as a results-oriented business professional specializing in supply chain and process improvement. With a rich background encompassing over a decade of diverse supply chain experience, Casey holds dual master’s degrees in Supply Chain Management and Project Management, accompanied by a Black Belt in Lean Six Sigma. She adeptly combines her educational prowess and hands-on experience to navigate and resolve intricate supply chain challenges, consistently achieving maximum results and operational excellence.

A demonstrated track record in the strategic execution of various project types across numerous industries serves to highlight Casey’s expertise. Notably, she has successfully generated approximately $15 million through key initiatives and the completion of over 20 projects throughout her career.

In the ever-evolving landscape of the supply chain industry, Casey remains committed to staying ahead of emerging trends and technologies. Her pursuit of a Doctor of Business Administration in Supply Chain Management and Logistics, which will begin in January 2024, exemplifies her commitment to lifelong learning. Casey thrives on collaboration and actively engages in networking to enhance her knowledge.

Beyond her professional endeavors, Casey is an active community member in Savannah, GA, participating in volunteer work and church activities. A fitness enthusiast, she commits to twice-daily gym sessions. Casey shares her life with two Mini-Aussiedoodles, Skye and Enzo, whom she cherishes spending time with when not immersed in her professional pursuits.

Eight Twenty-Eight Consulting LLC

With a mission to propel businesses and supply chains forward, Eight Twenty-Eight Consulting is your strategic partner in supply chain and process improvement. Employing a distinctive blend of execution-style methodology, strategic expertise, and elevated interactions, solutions are crafted with a forward-thinking mindset.

Eight Twenty-Eight Consulting transcends beyond a one-time transaction; it’s about lasting support and tailored solutions that enhance your core capabilities. Drawing on over a decade of experience and a rich educational background, forward-thinking solutions are delivered that are easy to implement, sustainable through company growth, and evolve seamlessly with industry changes.

As a catalyst for success, Eight Twenty-Eight Consulting challenges the status quo, recognizing the uniqueness of every organization.

Reach out today to find out how to Take Your Company to the Summit.

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Topics Discussed in this Episode

00:06 Introduction to Family Business Radio
00:29 Meet the Guest: Casey Jenkins
00:42 Casey’s Journey into Supply Chain Management
02:33 Demystifying Supply Chain
04:25 The Intersection of Meteorology and Supply Chain
06:14 The Impact of COVID-19 on Supply Chain
07:27 Understanding ‘Just in Time’ and ‘Just in Case’
09:53 How 828 Consulting Helps Businesses
15:48 The Importance of Risk Management
32:21 Managing Stress in the Supply Chain Industry
37:18 When to Seek Help for Your Business
39:49 Conclusion and Contact Information

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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 by following this link.