John Ray, Author at Business RadioX ® Page

Mastering Video Marketing, with Maxwell Bentley, Bentley Media

December 16, 2024 by John Ray

North Fulton Business Radio

Mastering Video Marketing, with Maxwell Bentley, Bentley Media

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Mastering Video Marketing, with Maxwell Bentley, Bentley Media (North Fulton Business Radio, Episode 828)

In this episode of North Fulton Business Radio, host John Ray welcomes back Maxwell Bentley, a prominent video production expert and the founder of Bentley Media. The discussion delves into Maxwell’s decade-long career in video production and his evolution into a marketing authority. Maxwell shares insights on the importance of video marketing for entrepreneurs, the rise of short-form video content on platforms like LinkedIn, and the effective use of video testimonials. The episode also touches on the potential and pitfalls of AI-generated video content and showcases Maxwell’s success stories, including transforming a health coach’s practice through compelling video storytelling.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.

Maxwell Bentley, Bentley Media

Maxwell Bentley is a video producer known for launching high-performing video marketing campaigns for brands across the globe, including Hyundai, Quantum Bank, and Eversheds Sutherland. He is the founder of Bentley Media, a video marketing agency that was named a finalist for Forsyth County Business of the Year in 2018 and 2019. His agency has generated over one hundred million trackable video impressions that have translated to millions of dollars in sales revenue for his clients since 2015.

Maxwell has made significant contributions to the gaming industry, having produced a trailer for a Disney Moana video game and for the Xbox title Super Bomb Survival, and served as the lead editor for the Roblox app trailer.

He has also produced marketing videos for prominent Georgia schools, including Emory, UGA, and KSU, and for nonprofits such as TED, Saprea, and GPB. In 2022, he produced a donor appeal film for Meals by Grace, a Georgia nonprofit dedicated to fighting childhood hunger, that helped raise over $187,000 for the organization. He was subsequently named to the University of North Georgia’s inaugural 20 Under 40 Alumni class.

He serves on multiple advisory boards and has partnered with Metro Atlanta schools to help prepare rising talent for the demands of the Georgia film and video production industry. He exists to form meaningful relationships where his clients and his staff feel successful.

Connect with Maxwell: Website | LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:35 Guest Introduction: Maxwell Bentley
01:49 Maxwell’s Journey in Video Production
06:43 The Power of Video Marketing
13:23 Overcoming Camera Shyness
20:39 Leveraging Video Testimonials
24:09 LinkedIn and Short-Form Video Content
30:07 AI in Video Production
37:53 Success Stories and Conclusion
42:32 Closing Remarks

Maxwell Bentley, Bentley Media and author of Video Marketing Secrets, with North Fulton Business Radio host John Ray, author of The Generosity Mindset — **Maxwell Bentley with host John Ray**

Renasant Bank supports North Fulton Business Radio

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 $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

About North Fulton Business Radio and host John Ray

With over 800 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors — **John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors**

John Ray is the host of North Fulton Business Radio. The show is recorded 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.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Franchise Strategies from Startup to Exit, with Michael Rosenthal, Clark Hill Law

December 11, 2024 by John Ray

Franchise Strategies from Start to Exit, with Michael Rosenthal, Clark Hill Law, on The Exit Exchange with host John Ray

North Fulton Studio

Franchise Strategies from Startup to Exit, with Michael Rosenthal, Clark Hill Law

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Franchise Strategies from Startup to Exit, with Michael Rosenthal, Clark Hill Law (The Exit Exchange, Episode 21)

In this episode of The Exit Exchange, hosted by John Ray, the discussion features Michael Rosenthal, a founding member of XPX Atlanta and a seasoned advisor in franchise and distribution law. Michael delves into the intricacies of franchising, covering both franchisor and franchisee perspectives, and shares his insights into trends such as the increasing role of private equity in the franchise industry. The conversation also touches on the importance of due diligence, proper record-keeping, and considering the exit strategy right from the start when buying a franchise. Additionally, Michael discusses the value of XPX Atlanta for business owners and professionals involved in exit planning.

The host of The Exit Exchange is John Ray, and the show is produced by John Ray and the North Fulton affiliate of Business RadioX®. John Ray and Business RadioX-North Fulton are Gold Sponsors of XPX Atlanta.

Michael Rosenthal

Michael Rosenthal has recently transitioned to Clark Hill Law after a successful tenure at Taylor English Duma LLP.

With a robust background in corporate law, he specializes in franchising, distribution, and business succession planning. Throughout his career, Rosenthal has represented both franchisors and franchisees, providing comprehensive legal support that includes Franchise Disclosure Document preparation, state registrations, and ongoing business counseling. His expertise has garnered him recognition in prestigious publications such as Who’s Who Legal and Franchise Times, solidifying his reputation as a leading attorney in the field.

In addition to his legal practice, Rosenthal has held significant roles in various organizations, including serving as an independent director for Inland Retail Real Estate Trust, Inc. (IRRETI) and as a board member of the Exit Planning Exchange’s Atlanta Chapter. He is also an active member of the American Bar Association Forum on Franchising.

A graduate of the University of Florida for both his undergraduate and law degrees, Rosenthal has been recognized in The Best Lawyers in America® from 2023 to 2025.

Clark Hill Law

Clark Hill’s value proposition is straightforward: the firm offers clients an exceptional team dedicated to delivering outstanding service.

They recruit and develop talented individuals, empowering them to contribute to a rich diversity of legal and industry experience.

With locations across the United States, Ireland, and Mexico, Clark Hill operates in agile, collaborative teams, partnering with clients to help them achieve and surpass their business goals.

Clark Hill. Simply Smarter.

LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to The Exit Exchange
00:32 Meet Michael Rosenthal
02:12 Understanding Franchise and Distribution Law
06:17 Trends in the Franchise Industry
09:10 Franchisee Considerations and Due Diligence
13:29 The Economics of Franchising
18:29 Exit Planning for Franchisees
27:03 The Value of XPX Atlanta
35:00 Conclusion and Contact Information

The Exit Planning Exchange Atlanta

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles, and education to the heart of the middle market.

Their members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Their Vision: To fundamentally change the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community by following this link.

The host of The Exit Exchange is John Ray, and the show is produced by the North Fulton affiliate of Business RadioX® in Alpharetta. The show archive can be found by following this link.

John Ray and Business RadioX North Fulton are Gold Sponsors of XPX Atlanta.

Inside Mercer University’s Stetson-Hatcher School of Business, with Dr. Brett Matherne and Jeff Wolfe

December 10, 2024 by John Ray

North Fulton Business Radio

Inside Mercer University’s Stetson-Hatcher School of Business, with Dr. Brett Matherne and Jeff Wolfe

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Inside Mercer University’s Stetson-Hatcher School of Business, with Dr. Brett Matherne and Jeff Wolfe (North Fulton Business Radio, Episode 827)

In this episode of North Fulton Business Radio, host John Ray welcomes Brett Matherne, Associate Dean at Mercer University’s Stetson Hatcher School of Business, and Jeff Wolfe, Director of Mercer’s Center for Executive Education. Brett Matherne discusses the extensive array of educational programs offered by Mercer, from undergraduate to Ph.D. levels, including popular programs like business analytics. The conversation also highlights Mercer’s success in online education, their mission to embed real-world experiences in their curriculum, and the impactful certificate programs such as Lean Six Sigma and AI. Jeff Wolfe also provides insights into how the Center for Executive Education supports professionals with hands-on, skills-based training to meet the evolving demands of the business world.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.

Dr. Brett Matherne, Associate Dean and Associate Professor of Management, Mercer University School of Business

Dr. Brett Matherne, Mercer University School of Business — **Dr. Brett Matherne**

Dr. Brett Matherne is the Senior Associate Dean and Associate Professor of Management at Mercer University’s Stetson-Hatcher School of Business. He is responsible for all graduate, executive education, and online programs for Stetson-Hatcher while also overseeing the Atlanta operations of the School of Business.

Dr. Matherne previously served as Assistant Dean for MBA Programs at Georgia State University and spearheaded the program’s social media marketing efforts to revamp enrollment while also creating cross-disciplinary pathways. His prior business experience as a consultant, banker, and leadership member of his family business provides many points of common interest when engaging business community members.

His research interests revolve around the fields of strategic management, entrepreneurship, and pedagogy. Dr. Matherne has been published in various prestigious journals, including Journal of Business Venturing, European Management Journal, Journal of Management Education, Academy of Management Executive, Academy of Management Perspectives, Journal of International Entrepreneurship, and The CASE Journal. He is a contributing author to Sage’s Business Foundations, Ed. Sabine Hoidn, an online, interactive resource with a chapter titled “Servant Leadership.” He also published movie exhibition industry case studies in 13 editions of five of the top-selling strategic management textbooks and recently co-authored an Open Education Resource textbook, Strategic Management.

Jeff Wolfe, Director, Center for Executive Education, Mercer University School of Business

Jeff Wolfe is the Director of the Center for Executive Education at Mercer University’s Stetson-Hatcher School of Business.

In this role, he oversees a portfolio of non-degree certificate programs and management training developed by leading minds in academia and industry. As part of his duties, Wolfe manages Mercer’s Professional Development Series, which offers dynamic discussions with expert faculty and leaders on current business trends and topics. This series includes webinars on subjects such as marketing, leadership, economics, innovation, and privacy law.

Wolfe’s role at Mercer University involves fostering relationships between the business school and corporate partners, facilitating professional development opportunities for both students and working professionals.

His work contributes to Mercer’s efforts in building long-lasting, mutually beneficial relationships with companies and organizations, enhancing the career prospects of graduates while providing companies with well-trained talent.

Mercer University’s Stetson-Hatcher School of Business

Mercer University’s Stetson-Hatcher School of Business is an AACSB-accredited institution dedicated to developing innovative, responsible business leaders through comprehensive academic programs.

The school offers a diverse range of undergraduate and graduate degrees, including specialized MBA tracks in healthcare, innovation, and executive leadership. With a strong emphasis on practical learning, the school provides students with experiential opportunities, industry connections, and a curriculum designed to meet the evolving demands of the global business landscape.

The school distinguishes itself through personalized education, maintaining small class sizes that enable close faculty interactions and mentorship.

Boasting a 96% postgraduation employment or advanced study rate, Mercer’s business program prepares students for successful careers through rigorous academic training, professional development resources, and strategic partnerships with leading corporations. The school’s commitment to excellence is reflected in its innovative approach to business education, focusing on developing critical thinking, leadership skills, and ethical decision-making capabilities that prepare graduates to excel in competitive professional environments.

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

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:45 Meet the Guests: Brett Matherne and Jeff Wolfe
02:14 Overview of Mercer University
04:36 Mercer’s Mission and Pillars
05:40 Business School’s Unique Approach
08:17 Real-World Experiences and Faculty Expertise
09:25 Graduate Programs and Online Education
17:20 Center for Executive Education
22:50 Certificate Programs and AI
30:38 Success Stories and Impact
36:11 Conclusion and Contact Information
38:09 Host’s Closing Remarks

Renasant Bank supports North Fulton Business Radio

About North Fulton Business Radio and host John Ray

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Dr. Jamie Austin, Austin Dental of Roswell

December 10, 2024 by John Ray

Family Business Radio

Dr. Jamie Austin, Austin Dental of Roswell

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Dr. Jamie Austin, Austin Dental of Roswell (Family Business Radio, Episode 60)

In this episode of Family Business Radio, host Anthony Chen interviews Dr. Jamie Austin of Austin Dental of Roswell. Dr. Austin shares her journey from working in a craft store and pediatric dental office during college to discovering her passion for dentistry. She discusses the decision to buy her own practice, her experiences with patient care, and how she manages the challenges of owning a business alongside being a mother. Dr. Austin emphasizes the importance of personalized care in a private practice as compared to larger corporate-owned dental practices. She also highlights the evolution of dental services, including the use of Botox for treating teeth grinding and the role of technology like 3D imaging in modern dentistry. Dr. Austin concludes with advice on continuous learning and pushing oneself to provide the best patient care.

Anthony concludes the show with thoughts on digging beyond the surface of things.

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

Dr. Jamie Austin

Dr. Jamie Austin is a general and cosmetic dentist at Austin Dental of Roswell. She is passionate about how the art of dentistry can change a person’s outlook on life, confidence, and overall dental health.

She started her dental career as a dental assistant and continues to strive to be the best clinician for her patients. Dr. Austin specializes in Invisalign, Botox, implant placement, crowns, KOR Whitening, and more.

Dr. Austin is an active member of the American Dental Association, the American Academy of Facial Esthetics, the Academy of General Dentistry, the Georgia Dental Association, the Peachtree Summit Study Club, and the Northern District Dental Society.

In her spare time, Dr. Austin and her husband enjoy spending time outdoors with their children, going to area sporting events, exercising and traveling.

Austin Dental of Roswell

Austin Dental of Roswell is a privately owned dental practice for the whole family.

Led by Dr. Jamie Austin, Austin Dental of Roswell focuses on a conservative approach to help patients achieve their dental health goals. They provide the latest dental technologies with the iTero Lumina scanner and Cone Beam Computed Tomography for implant planning, Invisalign and more. They help patients maintain dental health and cosmetic satisfaction through routine cleanings, teeth whitening, fillings, Invisalign, Botox, and dental checkups.

When the need for other treatment exists, such as dental crowns, root canal therapy, dental implants, dentures, or partials, they share all the potential advantages and disadvantages of each option.

Austin Dental of Roswell is privately owned and is always accepting new patients.

Website | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:30 Meet Dr. Jamie Austin
00:40 Journey into Dentistry
01:55 Choosing a Path in Dentistry
04:55 The Private Practice Difference
07:53 Navigating Major Life Changes
12:52 Innovations in Dentistry
19:33 Advice and Reflections

Anthony Chen, Host of Family Business Radio

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

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

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

Being Charitable and Profitable at the Same Time, with Jason Etheridge, Logic Speak

December 9, 2024 by John Ray

Being Both Charitable and Profitable at the Same Time, with Jason Etheridge, Logic Speak, as heard on ProfitSense with host Bill McDermott

North Fulton Studio

Being Charitable and Profitable at the Same Time, with Jason Etheridge, Logic Speak

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Being Charitable and Profitable at the Same Time, with Jason Etheridge, Logic Speak (One Minute Interview, Episode 129)

Jason Etheridge: I do think it’s possible to be both charitable and profitable.

But you have to decide that first. You can’t be profitable first and then decide to be charitable. Because we all know the more we get, the more we feel like we have to hold on to it. Being charitable for us is like opening our hands and recognizing that not everything we have is for our use and for our benefit.

And that was one of the reasons that we added to the community in our mission statement is that we wanted to recognize that we always are out for. Helping and serving other people including our community so in order to be profitable and charitable, you have to decide first you have to put the big rock in first Secondly, you have to recognize that maybe you don’t want that Ferrari that you thought you wanted when you were young You can still be profitable and healthy and give back as well.

At the end of my days, when I’m up at the front of a church in a casket, I don’t know that the cars that I drove or the really nice things that I have are going to be what I’m remembered for, or at least I hope not. It should be, what I did and how I impacted other people.

Those are some of the ways that, that we think about being charitable and profitable.

Listen to Jason’s full ProfitSense with Bill McDermott interview here.

Jason Etheridge, Logic Speak

Jason Etheridge is the Founder and President of Logic Speak

Logic Speak works with local Atlanta businesses to provide proactive technology strategy, support and security. Since 2004, Logic Speak has focused on making a positive impact on organizations to leverage technology better.

IT Strategy: A well-defined technology strategy is essential for aligning IT initiatives with business goals. It involves identifying the right technologies that can drive innovation, enhance productivity, and improve operational efficiency. By developing a clear roadmap, you can ensure that your technology investments are strategic and yield long-term benefits.

Support: Effective technology support is crucial for maintaining a productive workforce. It involves providing timely assistance and troubleshooting for IT-related issues. This can range from software and hardware support to network and infrastructure management. By ensuring that employees have access to reliable support services, you can minimize downtime and maximize productivity.

Security: Security is paramount in today’s digital world, especially with the rise of cyber threats. A strong security strategy involves implementing measures to protect sensitive data and systems from unauthorized access, breaches, and other security risks. This includes deploying firewalls, encryption, multi-factor authentication, and regular security audits.

Find out more at www.logicspeak.com or send an email to hello@logicspeak.com

Website | LinkedIn | Jason’s LinkedIn | Instagram | Facebook

The “One Minute Interview” series is produced by John Ray and the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Navigating Midlife Career Transitions, with Scott Doyne, Author of Exploring the Midlife Career Crisis

December 6, 2024 by John Ray

North Fulton Business Radio

Navigating Midlife Career Transitions, with Scott Doyne, Author of Exploring the Midlife Career Crisis

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Navigating Midlife Career Transitions, with Scott Doyne, Author of Exploring the Midlife Career Crisis (North Fulton Business Radio, Episode 826)

In this episode of North Fulton Business Radio, host John Ray discusses career transitions with Scott Doyne, a certified career coach and author of Exploring the Midlife Career Crisis: A Guide to Navigating the Four Stages of Career Transition. Scott shares insights from his extensive background in sports, media, and technology, and he emphasizes the importance of having a career coach at any stage. They discuss the emotional impact of layoffs, the process of self-discovery, and the benefits of structured career guidance. Scott also highlights key concepts from his book, including the four stages of transition: realize, explore, articulate, and activate. Anyone seeking career advice, whether currently employed, feeling stuck, or facing a layoff, can benefit greatly from this episode.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.

Exploring the Midlife Career Crisis: A Guide to Navigating the Four Stages of Career Transition

Career transition has become nearly perpetual at all ages and it’s never been more evident for people in their midlife stage who have been thrust into crisis mode. Over the last few years, pandemic introspection led to quiet quitting, which preceded the mass layoffs of 2022 and 2023. Support and hope exist for those willing to embrace a helping hand or lean on a listening ear. This book is an unfiltered story of Scott’s own midlife career crisis and his transformational journey from sports media executive to career coach. Readers can also tap into several case studies and accessible exercises that will empower you to define and achieve your dreams.

In the book:

When is midlife and what is a crisis?
Scott’s transformational journey
The Four Stages of Career Transition: Realize, Explore, Articulate, Activate
Case studies of famous midlife career pivots
Accessible exercises to empower your transition

Amazon

Scott Doyne, Doyne Career Services

Scott is a certified career coach who has conducted over 1,000 career coaching sessions with emerging and executive clients in career transition.

He is a former sports media executive, including his time as senior vice president of Turner Sports & Bleacher Report, where he partnered with the NBA, MLB, NCAA, NHL, PGA Tour and NASCAR. In total, Scott has 25 years of experience in general management, digital product Management & analytics.

Scott is the author of the Amazon bestselling new release, Exploring the Midlife Career Crisis: Navigating the Four Stages of Career Transition.

Scott generously offers his expertise to non-profit organizations such as Partners in Change and 21st Century Leaders, as well as students at his alma maters, The University of Michigan and Emory University’s Goizueta Business School.

Website | LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:45 Meet Scott Doyne: Career Coach and Author
02:16 Scott’s Career Journey and Transition
04:06 The Importance of Career Coaching
08:18 Exploring the Four Stages of Career Transition
14:06 Advice for Those Facing Layoffs
17:14 Guidance for Business Leaders During Layoffs
23:18 Scott’s Career Services and Success Stories
26:58 Conclusion and Final Thoughts

Renasant Bank supports North Fulton Business Radio

About North Fulton Business Radio and host John Ray

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Building Purposeful Teams, with Teresa Caro, Co-Author of The Purpose Playbook

December 5, 2024 by John Ray

North Fulton Business Radio

Building Purposeful Teams, with Teresa Caro, Co-Author of The Purpose Playbook

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Building Purposeful Teams, with Teresa Caro, Co-Author of The Purpose Playbook (North Fulton Business Radio, Episode 825)

In this episode of North Fulton Business Radio, host John Ray interviews Teresa Caro, the founder of Liminist and co-author of The Purpose Playbook: The Definitive Guide to Building Your Team’s Purpose, Vision, Tenants, and Values. Teresa discusses the significance of her new book in helping leaders develop their teams’ purpose, vision, tenants, and values. She shares insights on the inspiration behind the book, coauthored with Jeff Hilimire and Megan Barney, and the collaborative process involved. The conversation extends to the practical tools and methods of implementing the playbook within organizations, the importance of constructive conflict and accountability, and key success stories from Teresa’s experience. Teresa also emphasizes the detailed steps for ensuring a team is ready for the book’s methodologies and the benefits of maintaining a transformative mindset.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.

The Purpose Playbook: The Definitive Guide to Building Your Team’s Purpose, Vision, Tenants, and Values

Everyone knows that the “right kind” of team includes a clear purpose, clear vision, clear objectives, clear roles, and mutual trust. However, establishing this is easier said than done—especially in today’s ad hoc and asynchronous work culture. So where do leaders of teams or organizations who aim to drive high performance begin?

The Purpose Playbook, a companion guide to the Turnaround Leadership Series, is designed to help teams and businesses alike to develop purpose-driven leadership. The methodology and corresponding activities help teams uncover and craft their Purpose, Vision, Tenets, & Values (PVTV), leveraging Jeff Hilimire’s proprietary leadership concept.

This book was written by co-authors Jeff Hilimire, Teresa Caro, and Megan Barney and developed from their years of experience running this process with their own teams and countless consulting assignments working with partners going through their own journeys.

Whether you’re a seasoned leader or a facilitator, this playbook is designed to help you navigate the meaningful journey of shaping a culture that’s rooted in purpose and clear vision. Part narrative, part roadmap, part execution, The Purpose Playbook uniquely helps leaders and teams picture themselves going through this process, while including practical activities and instruction to help tactically guide them along the way.

This playbook includes the formula for creating a shared objective, instilling a sense of “why” within the team that deepens commitment and engagement, and ultimately embeds purpose at the heart of your operations.

Amazon | Barnes & Noble | Bookshop.org

Teresa Caro, Founder and CEO, Liminist and Co-Author, The Purpose Playbook

Teresa Caro is the founder and CEO of Liminist, where she leverages her unique LIMINAL methodology—Learn, Investigate, Measure, Innovate, Navigate, Adapt, Lead—to drive transformative growth and performance enhancements in C-suite executives, senior leaders, and high-potential teams.

With a strategic acumen and an empathetic, grounded leadership style, Teresa empowers individuals and teams to achieve excellence, adaptability, and strategic prowess in the face of digital transformations and acquisitions.

Teresa’s career spans over two decades of leadership in high-stakes environments, guiding leadership teams, marketing departments, and agencies toward significant achievements, particularly in acquisitions and digital transformations. As a decorated professional with accolades such as Cannes Lion, Effie, and Clio awards, she has established a reputation for creating solid foundations that foster outstanding work. Her expertise covers essential sectors like CPG, Retail/eCommerce, Fintech, and B2B SaaS. Notable leadership roles at esteemed organizations such as Razorfish, Engauge (acquired by Publicis), and Atlanticus highlight her ability to bring invaluable insights and knowledge to every coaching engagement.

Beyond her professional commitments, Teresa actively contributes to the development of future leaders as a mentor coach for OnBoard and the UGA Digital Marketing Competition. She is the co-author of The Purpose Playbook, a companion guide to the Turnaround Leadership Series, to create purpose-driven leadership and lead teams with transformative mindsets. Her coaching approach, characterized by a blend of empathy and grounded leadership, inspires excellence in the professional sphere and emphasizes the importance of personal fulfillment.

Teresa holds a bachelor’s degree from Villanova University and an MBA from Georgia State University. She is a Certified Executive Coach through the Center for Executive Coaching (CEC) and holds a Professional Certified Coach (PCC) credential from the International Coach Federation (ICF). Teresa also holds certifications in Wiley’s PXT Select Assessments, is a Positive Intelligence mental fitness coach, and is an Authorized Partner of Five Behaviors. These diverse certifications enable her to address a wide range of challenges, guiding leaders and teams toward sustained high performance.

An avid golfer, yoga enthusiast, and a person who cherishes family time, Teresa embodies the ruthless prioritization of professional ambition and personal joy, encouraging her clients to prioritize their lives similarly.

Topics Discussed in this Episode

00:00 Introduction and Welcome
00:26 Guest Introduction: Teresa Caro
01:43 About Liminist and Its Mission
02:58 Introducing The Purpose Playbook
03:39 The Story Behind the Book
10:43 Key Concepts: Purpose, Vision, Tenants, and Values
13:48 Who Should Use The Purpose Playbook?
20:36 Success Stories and Implementation
26:07 Where to Find The Purpose Playbook
27:42 Conclusion and Final Thoughts

Renasant Bank supports North Fulton Business Radio

About North Fulton Business Radio and host John Ray

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Cybersecurity Essentials for Dental Practices, with Katie Fox and Teresa Pichay, California Dental Association

December 5, 2024 by John Ray

Dental Business Radio

Cybersecurity Essentials for Dental Practices, with Katie Fox and Teresa Pichay, California Dental Association

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Cybersecurity Essentials for Dental Practices, with Katie Fox and Teresa Pichay, California Dental Association (Dental Business Radio, Episode 55)

In this episode of Dental Business Radio, host Patrick O’Rourke discusses the critical topic of cybersecurity for dental practices with guests Katie Fox, cybersecurity engineer, and Teresa Pichay, senior regulatory compliance analyst for the California Dental Association (CDA). The conversation covers the importance of conducting a HIPAA-required risk analysis, employee training to prevent phishing attacks, and practical tips like using encryption and multi-factor authentication. They also explore the potential consequences of data breaches, the importance of proactive IT measures, and resources available for dental practitioners to enhance cybersecurity. The episode underscores the need for dental practitioners to balance patient care with robust cybersecurity measures to protect patient information and business integrity.

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

Katie Fox

Katie Fox is a cybersecurity professional with nearly 20 years of experience helping organizations of all shapes and sizes protect both their computer systems and the people who rely on them. As a security engineer at the California Dental Association, she works to keep sensitive data secure, minimize risks and ensure compliance with industry standards. Katie loves breaking down complex cybersecurity concepts into easy, actionable steps, helping organizations feel confident in their defenses. She’s excited to share her expertise on cybercrime trends and practical ways to keep your business secure and your people protected.

Teresa Pichay

Teresa Pichay, CHPC, is a senior regulatory compliance analyst for the California Dental Association. She specializes in regulatory compliance, including information verification, documentation strategies and referral to legal references. She has worked with CDA members for more than 26 years in the areas of occupational and environmental safety and health, HIPAA, the California Dental Practice Act and other business regulations.

California Dental Association

The California Dental Association represents organized dentistry in the state of California.

Founded in 1870, CDA is committed to the success of our members in service to their patients and the public. CDA also contributes to the oral health of Californians through various comprehensive programs and advocacy.

CDA’s membership consists of more than 27,000 dentists, making it the largest constituent of the American Dental Association.

Website | LinkedIn | Instagram | Facebook | YouTube

Topics Discussed in this Episode

00:00 Introduction and Sponsor Acknowledgment
01:20 Meet the Cybersecurity Experts
02:03 The Importance of Cybersecurity for Dental Practices
04:49 Risk Analysis and HIPAA Compliance
09:28 Encryption and Multi-Factor Authentication
16:22 Handling Data Breaches and Patient Notifications
27:21 Exploring Password Management
27:30 Understanding the Dark Web
29:07 Dark Web and Its Implications
31:14 HIPAA Compliance Essentials
34:49 Choosing the Right IT Support
39:59 Employee Training and Cybersecurity
44:12 Final Thoughts and Shoutouts

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

Practice Quotient is the sponsor of Dental Business Radio. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentists 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

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Preparing Your Business For Sale, with Bob Tankesley, Author of Exit Teams

December 4, 2024 by John Ray

North Fulton Business Radio

Preparing Your Business For Sale, with Bob Tankesley, Author of Exit Teams

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Preparing Your Business For Sale, with Bob Tankesley, Author of Exit Teams: Build a Team of Advisors for Your Business Sale to Get a Higher Price (North Fulton Business Radio, Episode 824)

In this edition of North Fulton Business Radio, host John Ray interviews Bob Tankesley, author of the newly released book Exit Teams. Bob discusses his extensive experience in M&A advisory and the motivations behind writing his book. He emphasizes that his book caters specifically to business owners, tackling the emotional and logistical obstacles associated with preparing a business for sale. Bob underscores the importance of having both internal and external teams to optimize the business and make it attractive to buyers. The discussion includes real-life anecdotes and practical advice aimed at helping business owners maximize their exit strategies.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.

Exit Teams: Build a Team of Advisors for Your Business Sale to Get a Higher Price

You’ve got one shot to sell your business right!

The American Dream fulfilled! You are a business owner, and it’s time to cash in on the sale of your business. Except the buyers on the other side of the table are prepared with a team of experts ready to lower your price.

Enter Exit Teams. This book won’t give you tactics that don’t pertain to your situation, and it won’t promise you beach chairs and Caribbean sunsets. This book will tell you the truth, letting you know the psychological dangers that play into a business sale, and how buyers can use that psychology to acquire your business for far less than you, the owner, could have made.

Follow along with Dave, the owner of FineLine Manufacturing, who received notice of a health scare, forcing him to think about selling before he’s ready. Dave makes many of the typical business seller moves, getting advice from seemingly logical but misaligned resources. Pressures mount from his employees, his customers, his friends, and his family as he juggles a business sale while maintaining secrecy.

When Dave finally gets an offer, it’s for far less than he had hoped. This sends Dave on a whirlwind of choices that pull him in many directions. Will Dave learn the lessons required to give him the best chance at business sale success before he loses his largest customer?

Exit Teams will:

Alert you to the emotional roller coaster that arises during a business sale.
Educate you to the common pitfalls business owners fall into, often of their own making.
Explain what an Exit Team is, and why they are necessary for the ultimate business sale success.
Warn you of some of the strategies buyers employ to pressure business sellers to lower their price.
Caution you about lifting expectations according to a colleague’s experience (hint: it may not be all he says it is).
Counsel you on how to handle family dynamics during a business sale.
Present you with common decisions made by inexperienced business sellers so you won’t make the same choices.
Display the challenge of secrecy among employees and customers.
Address health challenges and how they often impact the business owner while trying to sell.
Stress the need to understand your company’s value on an ongoing basis.
Provide you with a business selling experience without your having to learn the hard way from real life at the cost of millions of dollars

To order the book, follow this link.

Bob Tankesley

Bob Tankesley is a fourth-generation entrepreneur, an MBA, and a CPA with a keen insight into and understanding of the business owner mindset. As an M&A advisor, he uses his 27 years of experience to sell companies grossing up to $75,000,000 in revenue throughout the southeast U.S., as well as the commercial real estate associated with such holdings. When a company is not ready to sell, Bob regularly partners with advisors of all types to optimize it throughout the ownership lifecycle and is a frequent speaker/educator to owners and their various advisors.

‍Bob’s experience ranges from a division of a Fortune 500 corporation to a Big Four accounting firm to multiple micro-cap and lower mid-market closely held businesses. He also ran his own tax and financial advisory firm for over a decade. For the past 22 years, he has advised over 150 business owners and executives on valuation, market readiness, and proven methods to engage in proper financial management.

Bob’s formal education includes both a BS degree in Accounting (cum laude) from UNC Asheville and an MBA in Finance from Appalachian State University, as well as multiple industry certifications. He is also a co-founder and board member of the Exit Planning Exchange (XPX) Atlanta Chapter.

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:34 Guest Introduction: Bob Tankesley
01:48 The Journey of Writing Exit Teams
02:54 Understanding the Market and Audience
04:42 The Emotional Side of Selling a Business
06:34 Importance of a Strong Team
08:53 Fictional Approach to Business Advice
18:21 Challenges and Realities of Business Sales
19:25 Optimism and Realism in Business Exits
24:10 Final Thoughts and Book Information
25:29 Closing Remarks