Business RadioX ®

Becoming a More Thoughtful Leader, with Randy Hain, Author and Executive Coach

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Becoming a More Thoughtful Leader, with Randy Hain, Author and Executive Coach, with North Fulton Business Radio host John Ray
North Fulton Business Radio
Becoming a More Thoughtful Leader, with Randy Hain, Author and Executive Coach
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Becoming a More Thoughtful Leader, with Randy Hain, Author and Executive Coach, with North Fulton Business Radio host John Ray

Becoming a More Thoughtful Leader, with Randy Hain, Author and Executive Coach (North Fulton Business Radio, Episode 812)

In this episode of North Fulton Business Radio, host John Ray welcomes Randy Hain to discuss his latest book, Becoming a More Thoughtful Leader. The conversation covers several key themes of the book, including being a considerate and attentive leader. Randy shares practical insights on improving leadership skills, such as the importance of workspace environment, maintaining connections, and the art of walking for reflection. They also discuss Randy’s philosophy of leading with generosity and actionable advice for busy professionals. This episode is packed with strategies for meaningful personal and professional growth.

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.

Randy Hain, Author of Becoming a More Thoughtful Leader

Randy Hain is the founder and president of Serviam Partners (ServiamPartners.com) and the co-founder of the Leadership Foundry (MyLeadershipFoundry.com).

With a successful 30+ year career in senior leadership roles, corporate talent and executive search, Randy is a sought-after executive coach for senior leaders at some of the best-known companies in the U.S. and globally who are seeking candid and expert guidance on how to overcome obstacles to their success or develop new leadership skills.

Randy is a husband, father, and active community leader and serves on the boards of the causes he cares about most. Randy has earned a reputation as a creative business partner and generous thought leader through his books, articles and speaking engagements.

Randy is the award-winning author of 11 books, including the newly released Becoming a More Thoughtful Leader, and a past guest of our show.

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:34 Meet Randy Hain: Author and Executive Coach
02:38 Exploring the Concept of Thoughtfulness
03:52 Practical Tips for Thoughtful Leadership
07:55 The Importance of Workspace
11:33 Addressing Workplace Disconnectedness
13:40 The Power of Simple Gestures
16:20 The Art of Walking and Reflection
20:58 Generosity in Leadership
26:50 Conclusion and Contact Information

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant 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 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.

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

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, The Generosity MindsetJohn 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.

Behind the Magic of The Elf on the Shelf, with Christa Pitts, The Lumistella Company

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Behind the Magic of The Elf on the Shelf, with Christa Pitts. The Lumistella Company, on Executive Perspective podcast with host Danny Vander Maten
Executive Perspective
Behind the Magic of The Elf on the Shelf, with Christa Pitts, The Lumistella Company
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Behind the Magic of The Elf on the Shelf, with Christa Pitts. The Lumistella Company, on Executive Perspective podcast with host Danny Vander Maten

Behind the Magic of The Elf on the Shelf, with Christa Pitts, The Lumistella Company (Executive Perspective, Episode 16)

In this episode of Executive Perspective, host Danny Vander Maten interviews Christa Pitts, co-founder and CEO of The Lumistella Company, the brand behind the beloved The Elf on the Shelf, Elf Pets, and Elf Mates. Christa recounts her journey from childhood experiences with the elf tradition to her early career in sales and as a QVC program host. The conversation delves into the company’s family roots, the rigorous challenges faced, and the unwavering belief in their product that transformed a family tradition into a global phenomenon. Key insights cover the importance of hiring for growth, fostering a strong company culture, the role of family support, and thoughtful leadership. The episode also highlights the cultural impact of The Elf on the Shelf, crucial moments that propelled its popularity, and its global expansion. Further discussion includes Christa’s Madam Founder podcast, which features inspiring stories of female business leaders.

Executive Perspective is sponsored and presented by Cresa Atlanta. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Christa Pitts, Co-CEO and Founder, The Lumistella Company

Christa Pitts, Co-CEO and Founder, The Lumistella Company, on Executive Perspective podcast with host Danny Vander Maten
Christa Pitts, Co-CEO and Founder, The Lumistella Company

Imagine being applauded for “revolutionizing the essence of Christmas.” That is precisely what American businesswoman and entrepreneur Christa Pitts is celebrated for.

Christa serves as the co-CEO and founder of The Lumistella Company, a dynamic enterprise behind the enchanting brand, The Elf on the Shelf®. Under her strategic leadership, more than 25 million The Elf on the Shelf brand Scout Elves, Elf Pets, and Elf Mates have been adopted in 24 countries across five continents, solidifying a massive global reach.

Considered a scion in branding, Christa’s journey began as a QVC Program Host, amassing 2,000 hours of live, unscripted television experience. During this time, she honed her expertise in understanding the mechanics of sales, the intricacies of advertising, and the significance of brand authenticity.

This wealth of knowledge proved invaluable when she joined forces with her mother and twin sister to share their cherished family Christmas tradition with the world. Highly regarded for her business acumen, Christa is a sought-after keynote speaker and tv media personality. She is frequently requested to share her perspective on diverse subjects, from being a woman in business to supply chain-related issues on mediums including MSNBC and CBS.

Over the years, she was featured hundreds of times on prominent platforms and stages, including The Today Show, Forbes, and The Wall Street Journal. Recognizing the power of her work, Entrepreneur Magazine has named The Lumistella Company “A Christmastime IP Giant.”

A symbol of empowerment for women in business, Christa’s voice resonates with many. Most recently, she was named the 2023 Southeast Ernst and Young Entrepreneur Of The Year®. Christa embodies the spirit of breaking barriers and redefining what it means to lead with passion, resilience, and unwavering dedication.

Christa is the host of Madame Founder, a podcast series devoted to successful women entrepreneurs and the stories they tell on business, leadership, and empowerment.

Website | LinkedIn | Madame Founder podcast

The Lumistella Company

The Lumistella Company is a dynamic, fast-paced organization where the magic of Christmas thrives all year long. Headquartered in Atlanta, Georgia, it is a family-owned global intellectual property company. Founded in 2005 with the launch of The Elf on the Shelf® Christmas phenomenon, the company rebranded as The Lumistella Company in 2020 to reflect its growth into a global corporation focused on consumer products, brand experiences, and entertainment-based content.

The Lumistella Company’s core consumer brands include The Elf on the Shelf®, Elf Pets®, and Elf Mates®, along with a variety of related brand extensions that bring the characters from Santa’s North Pole to life. Through brand experiences like pop-up shops, photo opportunities, virtual gaming, and destination activities, the company creates magical, immersive connections to Santa’s universe.

The Lumistella Company fosters strategic partnerships with best-in-class studios, publishers, music firms, product companies, agencies, and live entertainment production companies. Its subsidiary, Scout Elf Productions, LLC, is dedicated to the art of storytelling through animation. The company’s mission is to inspire the magic of belief and a love of tradition at Christmastime by creating characters, stories, and lore that bring Santa’s North Pole to life for children worldwide.

With a strong culture built around creativity, fun, learning, and respect, The Lumistella Company continues to build on timeless traditions and enhance family Christmas celebrations. At its core are the values of Family Focus, Integrity, Respect, and Excellence (F.I.R.E.), which create an exceptional work environment. The company is always seeking talented individuals who thrive in a fun, innovative, and fast-paced environment to join Santa’s team and help deliver new expressions of Christmas traditions.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to Executive Perspective
00:58 Meet Christa Pitts: CEO of The Lumistella Company
03:12 The Elf on the Shelf Tradition
05:25 Christa’s Career Journey
11:57 Founding the Elf on the Shelf Business
19:36 Challenges and Successes
24:32 Recognizing the Need to Delegate
25:08 Hiring for Cultural Fit
25:24 The Importance of Culture
29:43 Challenges and Growth Phases
34:37 Global Expansion and Traditions
40:26 The Madam Founder Podcast
43:19 Conclusion and Contact Information

Christa Pitts, Co-CEO and Founder, The Lumistella Company, with host Danny Vander Maten on Executive Perspective podcast

About Executive Perspective

Executive Perspective features executives and business leaders from a wide variety of sectors. Host Danny Vander Maten and his guests cover industry trends, insights, challenges, success strategies and lessons learned.  Executive Perspective is underwritten and presented by Cresa. The show series is produced by John Ray and the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. A complete show archive can be found here.

Executive Perspective

Danny Vander Maten, Senior Vice President – Tenant Representation, Cresa, and Host of Executive Perspective

Danny joined Cresa in the Spring of 2016 and brought a diverse background with nearly 10 years of experience in finance, business operations, and strategy to his client’s real estate transactions.

At Cresa, Danny’s primary responsibilities include strategic planning, lease analysis, negotiations, and cost mitigation. As a registered Certified Public Accountant with an active license in the state of Georgia, Danny provides unique financial insight into every critical aspect of the transaction.

Cresa is the world’s most trusted occupier-centric commercial real estate firm. They strategize for the best possible results for occupiers everywhere. Cresa thinks beyond space. Partner without conflict. And apply their integrated expertise to make your business better.

Connect with Danny: LinkedIn | Twitter

Connect with Cresa: Website | LinkedIn | Facebook | Instagram | X (Twitter)

Eight Types of Love and Relationship Dynamics: Understanding the Law of Attraction, Part Seven

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Patricia
Hello, Self . . .
Eight Types of Love and Relationship Dynamics: Understanding the Law of Attraction, Part Seven
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relationship

Eight Types of Love and Relationship Dynamics: Understanding the Law of Attraction, Part Seven (Hello, Self… Episode 52)

Host Patricia Leonard explored the multifaceted nature of love and relationship through the lens of Robert Sternberg’s Triangular Theory in her series on the Law of Attraction.

Here in part seven, she broke down the three fundamental components of love—passion, intimacy, and commitment—and explained how their interactions create seven distinct types of love, such as infatuation, empty love, romantic love, companionate love, and consummate love.

Patricia explored how different love experiences, like Eros and fatuous love, manifest and evolve over time.

She wrapped up with valuable tips on rekindling passion and maintaining balanced relationships, along with a teaser about the next episode on age and attraction.

Hello, Self… is presented by Patricia Leonard & Associates  and produced by Arlia Hoffman in association with the North Fulton studio of Business RadioX®.

Find the video version of this podcast on YouTube here.

About Hello, Self…

Hello, Self… is a biweekly podcast focused on inspiring stories of turning dreams into reality. Join coach and author Patricia Leonard and her guests as they share life-changing Hello, Self… moments.

Hello, Self… is brought to you by Patricia Leonard & Associates and is based on the new book by Patricia Leonard, Hello, Self.., available here.

The show is produced by Arlia Hoffman in association with Business RadioX®. You can find this show on all the major podcast apps. The complete show archive is here.

Patricia Leonard, Host of Hello, Self…

Patricia Leonard, Host of Hello, Self…

Patricia Leonard is President of RUNWAY TO SUCCESS, a division of Patricia Leonard & Associates located in Nashville, TN.  She is a MESSAGE ARTIST speaker, career & business coach, author and magazine columnist.  Patricia consults with clients on leadership, empowerment, career management, entrepreneurship and the power of language.  Her work is focused on helping clients find their runway to success!

She has a professional background in management, human resources, corporate training, business consulting and talent development.   Patricia has worked with companies in the service, music, banking, manufacturing, publishing, warehousing, healthcare, academic, retail and financial industries, and has taught management classes as an adjunct professor.

Patricia has a degree in Human Resource Management, is certified as a Career Coach and Consulting Hypnotist and is MBTI qualified.

Her volunteer energies are focused on Women in Film and Television-Nashville, where she is a Board Vice President; Dress for Success as the Advisory Board President; and International Coaching Federation-Nashville where she held Board roles for several years.

Patricia is the author of Wearing High Heels in a Flip Flop World, BECOMING WOMAN…a journal of personal discovery, THE NOW, HOW & WOW of Success, Happenings, a full year calendar of inspirational messages and a spoken word album titled, I AM…

She enjoys songwriting, creating poetry and has written a one-woman show and artistic speech she performs titled Hello, Self…, about a woman in midlife reinventing herself, which led to her new book by the same name, available here.

On the personal side, Patricia, describes herself as a woman, lover of life, mother, grandmother, career professional and message artist; AND in that order!  Her goal is to continue inspiring others, of any age, to START NOW creating and expanding their Runway to Success.

She believes that life is a gift, the way we wrap it is our choice.

Connect with Patricia:

Website| LinkedIn | Facebook | Twitter | Instagram

North Fulton Mayors: City of Alpharetta Mayor Jim Gilvin and City of Milton Mayor Peyton Jamison

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North Fulton Mayors: City of Alpharetta Mayor Jim Gilvin and City of Milton Mayor Peyton Jamison, on the GNFCC 400 Insider with Kali Boatright
North Fulton Studio
North Fulton Mayors: City of Alpharetta Mayor Jim Gilvin and City of Milton Mayor Peyton Jamison
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North Fulton Mayors: City of Alpharetta Mayor Jim Gilvin and City of Milton Mayor Peyton Jamison, on the GNFCC 400 Insider with Kali Boatright

North Fulton Mayors: City of Alpharetta Mayor Jim Gilvin and City of Milton Mayor Peyton Jamison (GNFCC 400 Insider, Episode 100)

In this episode of the GNFCC 400 Insider, hosted by GNFCC CEO Kali Boatright, special guests Mayor Jim Gilvin of Alpharetta and Mayor Peyton Jamison of Milton provide an in-depth discussion on local politics, city planning, and regional collaboration. They share their personal motivations for entering politics, highlights from their cities’ growth, and key revitalization projects such as Alpharetta’s downtown transformation and Milton’s Highway 9 redesign. Emphasizing a collaborative spirit, the mayors discuss joint initiatives like the development of a joint court building and public safety efforts. They also delve into strategic insights gained from leadership visits, the importance of balanced growth, and improving city connectivity through projects like new flex lanes.

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce and produced by John Ray and the North Fulton affiliate of Business RadioX®.

Mayor Jim Gilvin, City of Alpharetta

Mayor Jim Gilvin, City of Alpharetta, on the GNFCC 400 Insider podcast.
Mayor Jim Gilvin, City of Alpharetta

Jim Gilvin has been serving as the Mayor of Alpharetta, Georgia, since May 2018, following a tenure on the City Council from 2012 to 2018. A resident of Alpharetta since the late 1990s, he lives in the Windward subdivision with his wife, Mary Anne, and their two children. Gilvin holds a Bachelor’s Degree in Finance from Georgia Southern University and is a licensed residential real estate agent as well as a small business owner in the technology sector. His leadership focuses on enhancing local infrastructure, promoting economic development, and maintaining a supportive environment for businesses, especially in the technology and fintech industries.

Under Gilvin’s administration, Alpharetta has seen significant growth and development, including the revitalization of the North Point Mall area and the establishment of a vibrant downtown district. He emphasizes the importance of creating walkable communities and improving transportation infrastructure to accommodate the city’s expanding population, which has grown from 3,000 residents in 1980 to over 68,000 today. His initiatives aim to foster a robust technology ecosystem while preserving the city’s “hometown” feel and enhancing quality of life for its residents.

City of Alpharetta Website | Awesome Alpharetta

Mayor Peyton Jamison, City of Milton

Mayor Peyton Jamison, City of Milton, on the GNFCC 400 Insider podcast with host Kali Boatright
Mayor Peyton Jamison, City of Milton

As a native of North Fulton, Peyton Jamison’s love for Milton runs deep, as he has been actively involved in community and citizen-related activities in the city for many years. Jamison’s “community first” approach has led him to serve in roles as Planning Commission Chairman (2013-2017) and Chairman of the Comprehensive Plan Advisory Committee (2016). One other notable achievement was Jamison’s role as the President of the Crabapple Community Association (2012-17), a community group made up of residents, businesses, and area schools dedicated to improving, protecting, and enhancing the overall quality of life in the Crabapple District. He took this love for community a step further when he was elected to the Milton City Council in 2017. Jamison was sworn in to represent District 1, Post 1 on January 8, 2018, and served as the Mayor Pro Tempore since January 7, 2019, through the end of 2021.

In November 2021, Jamison was elected as Milton’s second-ever mayor. He assumed office several weeks later.

Jamison and his wife, Megan, and their three children live on beautiful acreage along Birmingham Highway. In addition to his service with the City and the community, Jamison is actively involved in youth sports with his children. His extensive financial background has led to the operation of his company, Jamison Private Wealth Management, a successful small business located in Crabapple that has served our area since 1988. He and his family are members of Birmingham United Methodist Church.

Jamison graduated with a Bachelor of Science in Finance from Auburn University.

City of Milton Website

Topics Discussed in this Episode

00:00 Introduction to GNFCC 400 Insider
00:31 Meet the Mayors: Jim Gilvin and Peyton Jamison
01:12 Mayor Gilvin’s Journey to Leadership
02:58 Mayor Jamison’s Path to Office
04:37 Alpharetta’s Unique Culture and Business Environment
06:59 Milton’s Development and Community Planning
08:23 Regional Collaboration and Shared Success
09:47 Public Safety and Community Services
15:22 Achievements in Parks and Recreation
16:12 Revitalizing Downtown Alpharetta
18:29 Insights from Indiana’s Municipalities
22:20 Future Visions for Milton and Alpharetta
26:53 Must-Visit Spots in Milton and Alpharetta
28:58 Closing Remarks and Contact Information

About GNFCC and The GNFCC 400 Insider

Kali Boatright, President and CEO of GNFCC

The GNFCC 400 Insider is sponsored by the Greater North Fulton Chamber of Commerce (GNFCC), and the host of the show is Kali Boatright, President and CEO of GNFCC.

The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1,400 business enterprises, civic organizations, educational institutions, and individuals.  Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell, and Sandy Springs. GNFCC is the leading voice on economic development, business growth, and quality of life issues in North Fulton County.

Greater North Fulton Chamber of Commerce, GNFCCAs a five-star accredited chamber, GNFCC’s vision is to be the premier organization driving member and community success across the region, and they are dedicated to pursuing this vision based on the guiding principles of advocacy, inclusivity, and operational excellence.

GNFCC promotes the interests of their members by assuming a leadership role in making North Fulton an excellent place to work, live, play, and stay. They provide one voice for all local businesses to influence decision-makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on other GNFCC events, follow this link.

Taylor English: A Unique Legal Model for Client Success, with Marc Taylor and Michele Stumpe

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Taylor English: A Unique Legal Model for Client Success, with Marc Taylor and Michele Stumpe, Taylor English Duma LLP, as heard on North Fulton Business Radio with host John Ray
North Fulton Business Radio
Taylor English: A Unique Legal Model for Client Success, with Marc Taylor and Michele Stumpe
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Taylor English: A Unique Legal Model for Client Success, with Marc Taylor and Michele Stumpe, Taylor English Duma LLP, as heard on North Fulton Business Radio with host John Ray

Taylor English: A Unique Legal Model for Client Success, with Marc Taylor and Michele Stumpe (North Fulton Business Radio, Episode 811)

In this episode of North Fulton Business Radio, host John Ray welcomes Marc Taylor and Michele Stumpe, partners at Taylor English, as they discuss the rapid growth and client-focused approach of their law firm. Taylor English started with just four lawyers in the mid-2000s and has expanded to around 140 attorneys across multiple states. The conversation highlights the firm’s unique value-driven philosophy, real-time compensation system, and emphasis on personal care for their professionals, flexibility, and entrepreneurial spirit. Marc and Michele explain how these elements attract top legal talent and cater to small and midsized businesses while maintaining strong client relationships. Michele shares her transition from big law and highlights the firm’s community involvement, including support for charities like The Giving Kitchen. The discussion also covers the firm’s commitment to core values amidst growth, fostering a collaborative culture among staff, and staying purpose-driven to provide unique client value.

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.

Taylor English Duma LLP

Taylor English Duma LLP is a full-service law firm headquartered in Atlanta, GA. Built from the ground up to provide highest-quality legal services for optimal value, the firm combines the best aspects of a traditional law firm with seasoned attorneys managing their practices throughout the United States.

Together, their attorneys work each day to provide timely, creative, and cost-effective counsel to help clients solve problems and achieve goals. Taylor English represents all types of clients, from Fortune 500 companies to start ups to individuals.

The firm is the Georgia law firm member of GGI Global Alliance AG, the leading worldwide alliance of accounting and law firms.

Website | LinkedIn | X (Twitter) | YouTube

Marc Taylor, Partner, Taylor English Duma LLP

Marc Taylor, Partner, Taylor English Duma LLP
Marc Taylor, Partner, Taylor English Duma LLP

Innovative corporate leadership and its positive impact on his clients’ success is Marc Taylor’s passion. Mr. Taylor believes in seizing opportunities for his clients, representing many industry sectors with both astute conscientiousness and considered pragmatism. From organizational policy reviews to multimillion-dollar transactions through to exit strategies, Mr. Taylor has provided corporate counsel to businesses and their executives with an eye on their future.

Along with his colleagues, Mr. Taylor has helped drive the growth of Taylor English from four lawyers to approximately 180 lawyers today, making the firm the fastest-growing law firm in Georgia and one of the fastest-growing firms in the country. In his law practice, he represents management in corporate leadership, litigation and risk mitigation and labor and employment relationships.

When corporate matters lead to litigation, Mr. Taylor has proudly advocated for clients in hundreds of matters. He is comfortable leading the defense of his clients due to his experience as trial counsel in federal and state courts throughout the country.

In representations involving employees, Mr. Taylor handles matters for employers ranging from individual and class action discrimination lawsuits to state law defamation and tort claims. Mr. Taylor has successfully represented employers in federal and state courts, as well as administrative proceedings before the Equal Employment Opportunity Commission (EEOC), National Labor Relations Board (NLRB), Occupational Safety and Health Administration (OSHA), U.S. Department of Labor (DOL) and various state agencies in more than 30 states.

Before forming Taylor English Duma LLP, Mr. Taylor practiced law at an Atlanta-based, full service law firm, serving as a partner from 1997-2005 and as in-house employment counsel at Medaphis Corp. (now McKesson Corp.), a company with more than 10,000 employees, from 1995-1997. While serving as in-house employment counsel, he was responsible for investigating and handling all employment-related disputes. In this role, he developed and implemented nationwide employment law training programs and an alternative dispute resolution program that succeeded in reducing Medaphis’ employment-related lawsuits by 75 percent in a two-year period.

Mr. Taylor has been a frequent speaker at seminars that focus on topics involving a full range of law firm and legal department management, corporate strategy and employment relationship issues.

He is married and has three children.

Firm Website | LinkedIn

Michele Stumpe, Partner, Taylor English Duma LLP

Michele Stumpe, Partner, Taylor English Duma LLP
Michele Stumpe, Partner, Taylor English Duma LLP

Michele Stumpe is a seasoned litigator with both plaintiff and defense experience who is a trusted adviser to clients in the hospitality and retail industries. Ms. Stumpe is a certified mediator both in Georgia and East Africa. At Taylor English, she focuses her practice on hospitality and dram shop litigation, alcohol licensing and consulting, premises liability and dispute resolution. Known as one of the top attorneys in the Southeast for alcohol licensing and permits, Ms. Stumpe provides clients with a full range of services, including licensing, training, policy implementation, risk management, and legal representation.

In addition to her hospitality practice, Ms. Stumpe represents individuals and corporations in general litigation matters. She is a strategic partner who helps evaluate clients’ policies, procedures and implementation to minimize litigation risks. Ms. Stumpe is also passionate about early case assessment and resolution. She provides consulting services for various trade associations, including the Georgia Restaurant Association (GRA), Georgia Food Industry Association (GFIA) and the Georgia Association of Convenience Stores (GACS). In 2002, she developed “The Responsible Alcohol Sales & Service” (RASS) workshops to educate hospitality owners on the legal responsibilities of serving alcohol to consumers. The program was so well received that many Georgia jurisdictions now require attendance as a prerequisite to obtaining an alcohol license.

Business groups frequently ask Ms. Stumpe to speak on early case resolution, negotiation, conflict resolution and alcohol sales compliance issues. She has been a featured speaker at trade associations, legal education and law enforcement seminars, and consumer radio programs. Her exemplary work has been recognized through a host of awards, including the Georgia Restaurant Association Chairman’s Award, Atlanta Magazine’s Women Making a Mark and a special Conservation Award presented by Jane Goodall.

Ms. Stumpe enjoys volunteer work, scuba diving, gardening and golf when not practicing law. She is a co-founder of The Giving Kitchen, an Atlanta non-profit organization that provides crisis medical funds to employees in the hospitality industry. Ms. Stumpe also travels to Africa annually to work with underprivileged children and endangered wildlife through another non-profit that she co-founded, Children of Conservation. The organization provides scholarships to over 400 schoolchildren in Africa.

Firm Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:46 Meet the Guests: Marc Taylor and Michele Stumpe
02:02 The Story of Taylor English
03:34 Growth and Client Service Philosophy
05:33 Michele’s Journey and Entrepreneurial Spirit
09:12 The Unique Model of Taylor English
15:26 Client Relationships and Firm Culture
16:51 Adapting to New Challenges
18:42 Client Relationships and Problem Solving
19:36 Handling Client Pain Points
21:23 Challenges of Rapid Growth
23:26 Expanding in Other Metro Regions
27:31 Maintaining the Original Vision
32:44 Contact Information and Closing Remarks

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant 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 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.

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

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, The Generosity MindsetJohn 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.

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

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Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law, on Family Business Radio with host Anthony Chen
Family Business Radio
Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law
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Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law, on Family Business Radio with host Anthony Chen

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

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

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

Lisa Sretenovic, Visionating LLC

Lisa Sretenovic, Visionating LLC
Lisa Sretenovic, Visionating LLC

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

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

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

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

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

Mike Kintz, Wingman Payments

Mike Kintz, Wingman Payments, on Family Business Radio with host Anthony Chen
Mike Kintz, Wingman Payments

Mike Kintz is the President of Wingman Payments.

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

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

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

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

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

Shawn Choi, Founder and Managing Attorney, Chastain Injury Law

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

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

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

Website | LinkedIn

Topics Discussed in this Episode

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

Anthony Chen, Host of Family Business Radio

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.

The Effect of North Fulton’s Housing Crisis on Education, with Dr. Gonzalo La Cava, Fulton County Schools, and Dr. Steven Palmer, The Cottage School

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The Effect of North Fulton's Housing Crisis on Education, with Dr. Steven Palmer, The Cottage School and Dr. Gustavo La Cava, Fulton County Schools, on the North Fulton Voices podcast
North Fulton Studio
The Effect of North Fulton's Housing Crisis on Education, with Dr. Gonzalo La Cava, Fulton County Schools, and Dr. Steven Palmer, The Cottage School
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The Effect of North Fulton's Housing Crisis on Education, with Dr. Steven Palmer, The Cottage School and Dr. Gonzalo La Cava, Fulton County Schools, on the North Fulton Voices podcast

The Effect of North Fulton’s Housing Crisis on Education, with Dr. Gonzalo La Cava, Fulton County Schools, and Dr. Steven Palmer, The Cottage School (North Fulton Voices, Episode 5)

In this episode of North Fulton Voices, Jack Murphy and Kathy Swahn from the North Fulton Improvement Network welcome education leaders Dr. Steven Palmer from The Cottage School and Dr. Gonzalo La Cava from the Fulton County School System. The conversation focuses on housing affordability challenges in North Fulton and their effects on education. They explore the rise in homelessness among students, difficulties in recruiting and retaining teachers, and innovative housing solutions. The discussion includes strategies such as the “Level Up Fulton” initiative, public-private partnerships, and unique housing solutions successfully utilized elsewhere. Insights on the impacts of demographic changes, enrollment trends, and community engagement are provided, emphasizing the importance of comprehensive planning and involvement from various community members and policymakers to support affordable middle income housing and retain quality educators.

North Fulton Voices is presented by the North Fulton Improvement Network. The show series is proudly sponsored by John Ray Co. and the North Fulton affiliate of Business RadioX®.

Dr. Gonzalo La Cava, Fulton County School System

Dr. Gonzalo La Cava, Fulton County School System
Dr. Gonzalo La Cava, Fulton County School System

Dr. Gonzalo La Cava is a seasoned education professional currently serving as the Chief Human Resources Officer (CHRO) for Fulton County Schools in the Atlanta area, a position he has held since 2022. With over 27 years of experience in education, Gonzalo has built a career focused on driving transformational change in challenging school systems. His professional journey includes roles such as Chief of Human Resources at the School District of Palm Beach County, Florida, and Area Superintendent for Fulton County Schools’ Central Learning Community. He began his career as a special education teacher.

Known for his ability to tackle challenging situations and implement lasting positive changes, Gonzalo describes himself as a “second order change” leader. He is capable of identifying root causes of systemic issues and creating wide-reaching solutions. His approach is characterized by embracing chaos and complexity, data-driven decision making, a focus on employee recognition and appreciation, and creating holistic career pathways for educators. Gonzalo holds an Ed.D. and is an alumnus of the University of Central Florida.

Gonzalo’s personal experiences as an immigrant from Uruguay inform his leadership style. Having arrived in the United States as a young boy, his early experiences as an English as a Second Language student in Miami-Dade County schools have driven his commitment to creating inclusive educational environments. Bilingual in English and Spanish, Gonzalo considers his language skills an asset in his work. Throughout his career, he has demonstrated a passion for extending opportunities for excellent education to all students, particularly those from underserved communities.

LinkedIn

Dr. Steven Palmer, The Cottage School

Dr. Steven Palmer, The Cottage School
Dr. Steven Palmer, The Cottage School

Dr. Steven Palmer is the Head of School for The Cottage School in Roswell, GA.

Steve’s professional experience includes serving at every level: teacher, principal, Executive Director and Superintendent. Prior to joining The Cottage School, Steve was Superintendent in Michigan. Steve led major efforts resulting in increased student achievement and significant improvements in teaching, learning and school status. His central work focused on enhancing the educational culture with “Best Practices” and ensuring that all high school graduates were prepared for college and careers.

Under his leadership, Steve’s high school received national recognition from U.S. News and World Report as one of “America’s Best High Schools.” Steve previously served as CEO and founder of a state-of-the-art aviation high school for the Dick DeVos Foundation. He has also served as Principal of three special education K–8 schools with 600 students with learning differences.

In addition, Steve has been a national presenter on various special education topics and educational “Best Practices”. A member of numerous national, state, and local boards, Steve has participated with national agencies and associations to reform special education.

Steve’s academic background includes a Doctorate in Education, a Master of Science in Educational Leadership, a Master of Science in Counseling, a Bachelor of Science in Education, a minor in Business, and Certifications from various states in Special Education and Educational Leadership.

Some of his accolades include: Dr. Landis Special Education Administrator of the Year, S.T.A.R. Administrator of the Year, Tandy Scholars Outstanding Teacher, Teacher of the Year, South Lake High School, 1 of 3 finalists for the Lake County Teacher of the Year, Educator of the Year Finalist Branch County Michigan, Disney’s Teacher of the Year Finalist, South Lake High School Teacher of the Year, Radio Shack Outstanding Teacher, Clermont Chamber of Commerce Teacher of the Year, presented Key to the city of Orlando Florida, and North Fulton Chamber Non-for-Profit Leader of the Year.

LinkedIn

Topics Discussed in this Episode

00:00 Introduction to North Fulton Voices
00:48 Discussing the Housing Crisis
02:46 Expert Insights on Education and Housing
04:54 Challenges in Teacher Retention
08:17 Innovative Solutions for Teacher Retention
13:26 Exploring Housing Solutions for Teachers
16:17 Supporting First Responders with Housing Supplements
17:48 Analyzing Employee Living Patterns
18:25 Teacher Retention and Compensation
19:40 Strategic Planning for School Expansion
21:36 Addressing Declining Enrollment
25:54 Engaging Teachers in Housing Solutions
30:04 Community Involvement in Housing Plans
31:28 Conclusion and Call to Action

North Fulton Improvement Network

The North Fulton Improvement Network (NFIN) is a think tank made up of community leaders from a variety of sectors, focused on missing middle housing and the livability challenges confronting North Fulton. We come from the six cities making up the northern half of Fulton County, Georgia — Alpharetta, Johns Creek, Milton, Mountain Park, Roswell, and Sandy Springs — and are working to address the widespread yet little-known financial vulnerability across the region. With stakeholders from sectors including business, nonprofit, faith, government, and citizens, we center our work on five areas of impact, seek to educate the public about these issues, build a network of individuals and organizations with innovative private and public solutions, and connect resources to those in need.

The leadership team of NFIN is Jack Murphy, Nancy Diamond, and Kathy Swahn.

Website | LinkedIn | Facebook | Instagram | Twitter | YouTube

Jack Murphy

Jack Murphy
Jack Murphy

Jack Murphy is a volunteer with The Society of St. Vincent de Paul and is Chair of the North Fulton Improvement Network. He is also in his 21st year of working for the Metro Atlanta Chamber of Commerce.

Prior to the Chamber, Jack worked for and with Fortune 500 companies in operations, human resources, training, and quality areas. Jack was a senior adjunct professor for Quality & Operations Management at Keller Graduate School for 14 years.

He has served on both the National and Georgia Boards of The Society of St. Vincent de Paul, responsible for Diversity, Advocacy, & Systemic Change. Jack is currently the national SVDP chair of Systemic Change and Advocacy.

Jack received a BA in psychology from Belmont Abbey College and a M.Ed. from UNC-Greensboro.  Jack and his wife, Nancy, a retired elementary school principal, have two grown daughters and two grandchildren. They live in Alpharetta, Georgia.

LinkedIn

Kathy Swahn

Kathy Swahn, President Emeritus, The Drake House
Kathy Swahn

Kathy has resided in the North Fulton area for almost 45 years. She has watched the community evolve from what was “unincorporated Fulton County” to a six-city bustling suburban community. Her history has been characterized by a focus on children: she was a stay-at-home mother who raised two daughters, she spent years in leadership roles in school PTAs and Girl Scouts, the National Charity League, the North Fulton Council of PTAs, and she served as chair of the Superintendent’s Advisory Council.

Kathy transitioned back to work by jumping into the non-profit world. She joined the team at North Fulton Community Charities, running their Holiday Program, becoming Development Director and successfully managing the $3 million capital campaign for their Elkins Road location. Along the way, she also served on the DFACS Board and chaired the board of the Fulton County Continuum of Care for four years.

After having the opportunity to join in the Greater North Fulton Chamber of Commerce Leadership Program, Kathy was surrounded with a dynamic group of folks who worked to create The Drake House. Since 2004, she served as board chair for the first four years, executive director for nine years, and is now retired. Over those years, The Drake House served over 500 single mothers with over 1,000 children and grew the assets of the organization to over $4 million.

Kathy continues to serve The Drake House on the Advocacy Committee, along with her work for NFIN.

She spends much of her time traveling to the Washington, D.C., area, where her children and grandchildren reside.

LinkedIn

About North Fulton Voices

While North Fulton County is one of the most desirable places to live in the United States, the region faces a growing crisis: a severe shortage of housing options for middle-income employees, particularly essential workers such as first responders and teachers. North Fulton Voices, presented by the North Fulton Improvement Network, is the go-to source for in-depth analysis and discussion of missing middle housing and the livability challenges confronting North Fulton. Listen as we understand the implications of this problem, explore innovative solutions, and examine why providing these housing options is vital for North Fulton’s future. The show is sponsored and offered as a service to the community by John Ray Co. and the North Fulton affiliate of Business RadioX®.

Sponsor for North Fulton Voices: John Ray and Business RadioX – North Fulton

The North Fulton Voices show series is proudly sponsored by John Ray Co. and the North Fulton affiliate of Business RadioX®.

John Ray
John Ray

John Ray is a podcast show host and producer and owns the North Fulton (Georgia) affiliate of Business RadioX®. John and his team work with B2B professionals to create and conduct their own podcast using The Generosity Mindset™ Method:  building and deepening relationships in a non-salesy way that translates into revenue for their business.

John also operates his own business advisory practice, Ray Business Advisors. John’s services include advising solopreneur 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 author of the #1 nationally best-selling book, The Generosity Mindset:  A Journey to Business Success by Raising Your Confidence, Value, and Prices.

John is the host of North Fulton Business Radio and The Price and Value Journey. North Fulton Business Radio, the longest-running podcast in the North Fulton region of Georgia, features a wide range of business and community leaders. The Price and Value Journey is devoted to solo and small firm professional services providers and covers issues such as pricing, value, and business development.

Website | LinkedIn

Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach

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Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach, on ProfitSense with Bill McDermott
North Fulton Studio
Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach
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Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach, on ProfitSense with Bill McDermott

Katie Taylor, K.B. Taylor Marketing, Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, Peter Faser, The Profitability Coach (ProfitSense with Bill McDermott, Episode 63)

This episode of ProfitSense, hosted by Bill McDermott, explores crucial elements for business success, featuring insights from Katie Taylor of K.B. Taylor Marketing, Bruce Burkholder from Robins, Eskew, Smith & Jordan CPAs, and Peter Faser with The Profitability Coach. The session delves into marketing strategies for small to medium-sized businesses, emphasizing the importance of comprehensive plans and brand understanding. It also discusses challenges in accounting, including the shortage of accountants, and the significance of a strong CPA relationship. Additionally, key areas for sustainable profitability and preparations for a business sale are outlined, targeting business owners’ financial acumen enhancement. This episode offers a multifaceted perspective on overcoming current business challenges and optimizing future growth.

Bill McDermott concludes the show by explaining the difference between a profitability coach and a part-time CFO.

ProfitSense with Bill McDermott is sponsored and presented by Bill McDermott, The Profitability Coach, and the show is produced by John Ray and the North Fulton affiliate of Business RadioX® in Alpharetta.

Katie Taylor, K.B. Taylor Marketing

Katie Taylor, K.B. Taylor Marketing, on ProfitSense with host Bill McDermott
Katie Taylor, K.B. Taylor Marketing

Katie provides strategic marketing communications and brand consulting for small to mid-sized service-based businesses and nonprofits, particularly those that do not have the need or budget for a full-time marketing director.

With more than three decades of marketing and communications experience, she helps businesses develop and implement marketing strategies that achieve results.

Katie offers a range of solutions that include marketing planning; branding and messaging; logo and visual identity development; website development and online marketing; sales material development; social media; email marketing; content development; advertising; and public relations.

Website | LinkedIn

Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs

Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs, on ProfitSense with host Bill McDermottt
Bruce Burkholder, Robins, Eskew, Smith & Jordan CPAs

Bruce Burkholder is an audit and client services manager and works in the McDonough and Duluth offices of Robins, Eskew, Smith & Jordan.

Prior to joining Robins, Eskew, Smith & Jordan in 2019, Bruce worked with a big four firm and a large Atlanta firm. His expertise includes audits, reviews, business consulting and financial statement services. He leads the 401(k) audit practice, works closely with nonprofits to provide audits and financial statement preparation, and services for-profit clients in industries that include manufacturing, distribution and construction.

Robins, Eskew, Smith & Jordan is a full-service accounting firm that strives to be a single-source provider of accounting, audit, tax and business advisory services for our clients. They accomplish this goal by first getting to know each client’s unique situation and financial objectives, and then devising sound strategies that you can rely on.

Website | Company LinkedIn | Bruce’s LinkedIn

Peter Faser, The Profitability Coach

Peter Faser, The Profitability Coach, on ProfitSense with host Bill McDermott
Peter Faser, The Profitability Coach

Peter Faser has over 25-years of commercial, corporate and investment banking experience.  His passion has always been helping his clients get to a better place financially, whether they are a small business or a publicly traded company.  He began his career with Trust Company Bank in Atlanta, managing a portfolio of middle-market clients and guiding them in appropriate balance sheet management and income statement efficiencies.

Peter then pivoted to specializing in the banking of other financial institutions, and for the next 17 years, Peter assisted his clients with debt and equity capital solutions to promote growth, along with providing startup capital solutions for de novo institutions.  Additionally, Peter and his team ran due diligence on potential acquisition targets in the banking space and assisted in getting his clients ready to sell.

For seven years, Peter worked with Truist Securities, where he originated a new line of business designed to help corporate and investment banking clients recognize human capital efficiencies by increasing productivity, engagement and retention levels.  Through this experience of working with over 500 clients across the country, Peter recognized that the level of advisory services offered to smaller clients was not as prevalent as it once was, and he found that most clients were so focused on running their businesses day to day that they were missing the sensitivity analysis required to move their business forward.  He has now joined forces with his former teammate, Bill McDermott, to help fill this educational gap.  He is excited to be working with The Profitability Coach and getting back to the fundamentals of helping small businesses discover the right path to profitability.

LinkedIn

Topics Discussed in this Episode

00:00 Introduction to ProfitSense with Bill McDermott
01:03 Meet the Guests: Katie Taylor, Bruce Burkholder, and Peter Faser
01:27 Katie Taylor on Marketing Strategies for Small Businesses
04:53 Common Marketing Mistakes and Solutions
10:38 The Importance of Branding for Small Businesses
12:37 Online Marketing Essentials
16:27 Final Thoughts and Recommendations for Small Business Owners
19:34 Introducing Bruce Burkholder: Accounting Insights
24:27 Building Strong Client Relationships
24:57 Evaluating CPA Services
25:26 Importance of Proactive Solutions
25:51 Team-Based Approach in CPA Firms
26:32 Challenges in Accounting: Staffing Shortages
27:46 Addressing Client Needs Amid Staffing Issues
29:35 Strategies for Future Success
31:53 The People Business: Building Relationships
34:31 Introducing Peter Faser: The Profitability Coach
35:09 Peter Faser’s Journey and Expertise
38:27 Key Areas for Sustainable Profitability
41:37 Preparing to Sell Your Business
46:41 Bill McDermott’s Commentary on Differences Between a Profitability Coach and a Part-Time CFO
48:24 Conclusion and Contact Information

About ProfitSense and Your Host, Bill McDermott

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