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Knowing Where You’re Going in Retirement, with Toby Anderson, SGL Wealth Management

March 11, 2024 by John Ray

retirement Toby Anderson
North Fulton Studio
Knowing Where You're Going in Retirement, with Toby Anderson, SGL Wealth Management
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retirement Toby Anderson

Knowing Where You’re Going in Retirement, with Toby Anderson, SGL Wealth Management

Toby Anderson: The old saying, if you don’t know where you’re going to get there, and everyone’s got goals. Those goals, as with anything–you need to write them down.

And you need to know how you’re going to get there. Everybody has a goal of retiring at some point, but retirement looks different for almost everybody, right? Is that I want to be done at 62, and I’m never going to do anything? “I’m playing golf five days a week.” Great. If that’s what retirement let’s see what that looks like.

Sometimes it’s: “I’m going to retire, but I’m going to get a part time job because I want to.” “I’m never going to retire.” There’s that one. But you’ve got to know where you’re going, and then are you on track to get there, right? Are you saving the amount of money you need to save to have the lifestyle you desire when that day comes?

And it just makes people put everything down on paper. And even from the younger people, just the importance of budgeting—what’s coming in and what’s going out. Every dollar needs to have a purpose, and do you have the guardrails around what you’re doing to make sure your investments are aligned?

You can’t say, Hey, I need to have this amount of money when I’m doing and have your money sitting in cash. It’s just not going to, it’s just not going to work. And people, helping people understand the risks associated with certain levels of stuff and then the risks of not. Some people’s greatest risk is not being risky enough, right? It’s just important.

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


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.

Tagged With: Bill McDermott, ProfitSense with Bill McDermott, retirement, retirement goals, retirement planning, SGL Wealth Management, Toby Anderson

The Art of Inspiring Sales Teams, with Adam Rojas, Bellmoore Consulting

March 6, 2024 by John Ray

Adam Rojas, Bellmoore Consulting
North Fulton Business Radio
The Art of Inspiring Sales Teams, with Adam Rojas, Bellmoore Consulting
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Adam Rojas, Bellmoore Consulting

The Art of Inspiring Sales Teams, with Adam Rojas, Bellmoore Consulting (North Fulton Business Radio, Episode 751)

Adam Rojas, Bellmoore Consulting, joined host John Ray on this edition of North Fulton Business Radio. Adam discussed the changing dynamics within the sales industry, emphasizing the need for salespeople and leaders to adapt and innovate. He stressed the importance of understanding customer needs, demonstrating value before disclosing price, and being able to adapt to changing market trends. Adam shared the success story of a training curriculum he developed for enterprise businesses, focusing on reaching out beyond IT departments. Adam’s approach to sales transformation involves inspiring sales teams, fostering innovation, and driving excellence.

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.

Adam Rojas, Founder and Managing Partner, Bellmoore Consulting

Adam always had a passion for sales, starting with his first foray into entrepreneurship at age 6, when he sold logo pencils to his classmates to support his candy addiction. This continued throughout high school, when he sold everything from magazine subscriptions over the phone to space pens in a retail store. After college, Adam went to work for a technology company selling voice and internet services to small and medium-sized businesses. Over the next 25 years, Adam held numerous roles in direct sales, technical sales and sales management across numerous business segments before moving into sales training, focusing on sales skills, product training and sales leadership training.

Adam started Bellmoore Consulting in 2023 with the goal of bringing his experience and passion to enable you to achieve your vision for your business by developing success in your sales organization.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:15 Introducing Adam Rojas and Bellmore Consulting
01:34 The Mission and Approach of Bellmore Consulting
02:24 Adam Rojas’ Journey to Founding Bellmore Consulting
04:26 Challenges and Gaps in Sales Teams
07:50 The Importance of Being Insightful in Sales
16:36 The Role of Value in Sales
24:15 The Importance of Coaching in Sales
25:23 Success Story: Transforming a Tech Sales Team
28:34 Contact Information and Closing Remarks

 

About North Fulton Business Radio and host John Ray

With over 750 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 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
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

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

 

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 $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.

 

 

 

Tagged With: Adam Rojas, Bellmoore Consulting, John Ray, North Fulton Business Radio, professional sales training, Sales, sales training

Booking Thought Leaders as Speakers and Amplifying Their Voices, with Jessica Lalley, Voices to Connect

March 6, 2024 by John Ray

Jessica Lalley, Voices to Connect
North Fulton Business Radio
Booking Thought Leaders as Speakers and Amplifying Their Voices, with Jessica Lalley, Voices to Connect
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Jessica Lalley, Voices to Connect

Booking Thought Leaders as Speakers and Amplifying Their Voices, with Jessica Lalley, Voices to Connect (North Fulton Business Radio, Episode 750)

On this special 750th edition of North Fulton Business Radio, host John Ray welcomed Jessica Lalley, founder of Voices to Connect. Jessica works with both thought leaders seeking to build their brand as speakers as well as organizations seeking speakers who do more than entertain. Jessica shared her entrepreneurial journey and how she developed Voices to Connect. She discussed how her firm equips thought leaders and speakers to effectively reach and resonate with organizations and nonprofits. The conversation shed light on the importance of pre- and post-event preparation for speakers and the need to present skills and content that contribute to lasting transformation in companies. Jessica shared several success stories, offering insights into how the right speaker can benefit organizations and their constituents. She also addressed the value of creating signature talks, developing a well-rounded bio, maintaining a consistent online presence for their professional advancement, and cultivating a serving attitude.

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.

Jessica Lalley, Founder, Voices to Connect

Jessica Lalley, Voices to Connect
Jessica Lalley, Voices to Connect

“Opening doors, making connections & creating opportunities for respected executives, published authors, speakers and thought leaders around the world.” Jessica Lalley has a gift for connecting people and a passion to see people find their best fit in the Kingdom of God. She loves to help forge partnerships and connections where people who need to know each other come together.

Her agency, Voices to Connect, a strategic PR and marketing firm, stewards the influence of leaders at every stage of their careers to clarify their message, elevate their platform and accelerate their influence. This is done through coaching, consulting, brand strategy, speaking engagements, book launches, strategic connections and partnership development.

She has been on teams for Fortune 500 companies and start-ups, as well as leading fundraising and relationships for local and international non-profits and ministries. Serving at her alma mater, Clemson University, she is on the Marketing Advisory Board of the Business School and mentors students as well.

Jessica, from Atlanta, Georgia, is married with two college-aged children. Her areas of expertise include digital strategy, intentional networking and customizing out-of-the-box, results-oriented solutions. Jessica teaches business owners creative ways to market themselves and their companies in order to drive growth and increase loyalty from both employees and customers.

Website | LinkedIn | Facebook | Instagram | YouTube | Jessica on LinkedIn

Topics Discussed in this Interview

00:00 Introduction and Acknowledgements
01:31 Welcoming Jessica Lalley
01:43 Understanding Voices2Connect
02:49 The Journey to Starting Voices2Connect
04:39 The Importance of Serving Attitude
04:57 The Art of Representing Others
05:19 The Role of Faith in Leadership
07:08 The Importance of Employee Development
07:41 Working with Organizations for Lasting Change
10:24 The Role of Speakers in Organizations
10:36 The Challenges Organizations Face
14:53 The Journey of a Speaker
16:55 The Characteristics of Effective Speakers
20:48 The Impact of Speakers on Organizations
21:28 The Role of Voices2Connect in Speaker Development
26:19 The Importance of Networking and Collaboration
28:45 Conclusion and Acknowledgements

 

About North Fulton Business Radio and host John Ray

With over 750 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 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
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

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

 

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 $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.

 

Tagged With: Jessica Lalley, John Ray, North Fulton Business Radio, speaker agency, speaker coaching, Voices to Connect

Shifting Mindsets , Part Four: Stepping Into Your Next Chapter

March 6, 2024 by John Ray

Next Chapter
Hello, Self . . .
Shifting Mindsets , Part Four: Stepping Into Your Next Chapter
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Next Chapter

Shifting Mindsets, Part Four: Stepping Into Your Next Chapter (Hello, Self… Episode 39)

In this fourth installment of Shifting Mindsets, host Patricia Leonard began by reiterating her mission to help listeners convert ‘cants’ into ‘cans’ and get their dreams off the “someday” shelf, and covered ways listeners can step into the next chapter by taking action on their dreams.

She reviewed the key takeaways from the previous three episodes such as removing self-imposed masks and challenging limiting mindsets. She then guided listeners through concrete steps to making commitments and taking action towards their goals.

Patricia encouraged listeners to commit to specific actions in their next chapter, including performing in her High Heels Cabaret productions, organizing local fundraisers, or reaching out for personalized help.

She shared that this series is intended to inspire listeners to move from just talking to truly walking their talk and making significant changes in their lives. Patricia also emphasized the importance of celebrating small achievements as we journey towards our dreams.

Resources: You can find a guide to the Shifting Mindsets series here, and contact Patricia here.

She can also be reached at 615-406-9644.

This is the fourth in a four part series called Shifting Mindsets with host Patricia Leonard. You can find the first three episodes here.

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

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

Tagged With: Everyday Diva, Hello Self..., High Heels Cabaret, mindset, next chapter, Patricia Leonard, Runway To Success, shifting mindsets, Stepping Into Your Next Chapter

Celebrating 50 Episodes of Family Business Radio, with host Anthony Chen and guests Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting

March 6, 2024 by John Ray

Celebrating 50 Episodes of Family Business Radio, with Host Anthony Chen
Family Business Radio
Celebrating 50 Episodes of Family Business Radio, with host Anthony Chen and guests Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting
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Celebrating 50 Episodes of Family Business Radio, with Host Anthony Chen

Celebrating 50 Episodes of Family Business Radio, with host Anthony Chen and guests Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting

On this special episode of Family Business Radio, host Anthony Chen celebrated 50 episodes of the show with two return guests, Dr. James Connelly, Results Rehab, and Meredith Fingarson, Meredith Fingarson Consulting. Both James and Meredith shared their unique entrepreneurial journeys and what they learned along the way. James emphasized the importance of risk-taking, seeking professional help, and learning from failures in the entrepreneurial journey. He shared how his dissatisfaction with the big-company work environment drove him to start his own venture in physical therapy. Mentioning his determination to be the “Chick-fil-A” of his industry, he offered his personalized and attentive approach to healthcare as his unique selling point. Meredith highlighted her transition from executing marketing plans to strategizing them, becoming a fractional Chief Marketing Officer for her clients, and advocating for marketing success while keeping their bottom line in mind. Both guests agreed that embracing risk, maintaining confidence, and giving clients individualized attention are essential for entrepreneurial success.

Anthony closed the show with a brief commentary on taking risks and seeking help.

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

Dr. James Connelly, PT, DPT, OCS, Owner, Results Rehab

Dr. James Connelly, Results Rehab
Dr. James Connelly, Owner, Results Rehab

Dr. James Connelly, Owner of Results Rehab, is a distinguished figure in the field of physical therapy and rehabilitation. With a foundational education from the University of Georgia in Health Promotion and Behavior, and a doctoral degree from Georgia State University, Dr. Connelly brings a wealth of knowledge and expertise to his practice.

Dr. Connelly’s passion for physical therapy is deeply personal. He has firsthand knowledge of the transformative power of physical therapy because he has undergone corrective surgeries and rehabilitation since he was 8 months old after suffering a stroke. This personal journey has not only shaped his career but also fueled his commitment to his profession, firmly believing in physical therapy’s ability to improve lives.

At Results Rehab, Dr. Connelly and his team are dedicated to providing top-notch physical therapy services. They utilize evidence-informed practices and deeply value client input to tailor their approach, ensuring that each treatment plan is as unique as the individuals they serve. Their goal transcends providing relief from pain; they aim to empower clients to prevent future injuries and enhance their quality of life through personalized, one-on-one sessions.

Under Dr. Connelly’s leadership, Results Rehab has become synonymous with excellence in concierge physical therapy care in Atlanta. The clinic is committed to being a pillar of hope and healing in the community, offering services designed to give clients the best life possible. Dr. Connelly’s personal and professional experiences have uniquely positioned him to lead with empathy, expertise, and a genuine desire to see his clients thrive.

Company website | LinkedIn | Facebook | Instagram

Meredith Fingarson, Meredith Fingarson Consulting

Meredith Fingarson, Meredith Fingarson Consulting
Meredith Fingarson, Meredith Fingarson Consulting

Meredith Fingarson is an Atlanta-based marketing consultant with a passion for helping companies grow. With a diverse background in marketing and executive leadership, Meredith is well-equipped to tackle challenges head-on and with a creative perspective. She offers an impressive portfolio of marketing consulting services that are customized for each business. Whatever the needs may be, Meredith can make them happen.

Meredith treats every business as an individual and develops a personalized plan based on its goals, acknowledging that there is no one-stop-shop marketing plan. She strives to understand the nuances of a business, its customers, and its industry.

With her background in corporate marketing, Meredith is able to see how a great marketing strategy will impact the business from a global perspective. She understands how branding and messaging can be used throughout an organization to help drive awareness and even increase employee satisfaction.

Website | LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:25 Celebrating 50 Episodes of Family Business Radio
00:55 Interview with Dr. James Connelly: The Journey of Results Rehab
01:26 The Challenges and Triumphs of Starting a Business
06:00 The Vision for Results Rehab: Future Growth and Hiring
07:58 Interview with Meredith Fingarson: The Birth of Meredith Fingarson Consulting
09:35 The Evolution of a Business: From Execution to Strategy
10:55 The Role of a Fractional CMO: Demystifying Marketing for Businesses
17:29 Reflections on the Entrepreneurial Journey: Advice and Key Moments
31:42 Closing Thoughts: The Importance of Taking Risks and Seeking Help

Anthony Chen, Family Business Radio

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

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

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

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

Tagged With: Anthony Chen, Dr. James Connelly, Family Business Radio, James Connelly, Meredith Fingarson, Meredith Fingarson Consulting, physical therapy, results rehab

Empowering Small Business Success, with John Constantino, Verizon Business

March 4, 2024 by John Ray

John Constantino, Verizon Business
North Fulton Business Radio
Empowering Small Business Success, with John Constantino, Verizon Business
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John Constantino, Verizon Business

Empowering Small Business Success, with John Constantino, Verizon Business (North Fulton Business Radio, Episode 749)

On this episode of North Fulton Business Radio, John Constantino, Vice President of Business Sales at Verizon Business, joined host John Ray to discuss the various services Verizon offers to small and medium businesses. This includes easing communication, digital cloud services, security services, and their flexible fixed wireless offering. Constantino underlined Verizon’s role as a consultant, not just a service provider. They focus on understanding their clients’ unique needs to provide valuable, customized solutions, rather than just selling products. He also highlighted Verizon’s commitment to customer relationships and the importance of face-to-face engagement to fully understand a client’s business challenges.

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.

John Constantino, Verizon Business

John Constantino is a results- and culture-driven technology executive with experience in creating and developing high performance direct and indirect sales organizations. With over 14 years of sales and technical leadership, he has developed a consistent record of success. John has held leadership positions responsible for multiple customer segments, including channel, small business, enterprise, and government sectors.

John Constantino, Verizon BusinessJohn is currently the Executive Director of Channel Sales and Strategy, responsible for the development and execution of the Verizon Business Group (VBG) channel strategies. He leads overall strategy and execution with VBG Channel programs of Indirect to Business, Outbound/Inbound Telemarketing Partnerships and Alt Channel Distribution. He also leads the Channel Sales organization focused on driving growth through different Partner models. John’s team focuses on developing and implementing programs that enhance partner experiences and grow profitable revenue underpinned by governance and compliance.

Prior to his current role, John served in sales leadership positions including as Executive Director of the Retail to Business and Indirect to Business Sales teams as well as the Data Security team for the South. His organization consisted of over 350 sales professionals across the South focused on servicing the Small Business segment. Previously, John served as the Director of Business Sales in the South Market where he led a team of sales professionals focused on acquiring new customers and growing the customer base in the medium business segment.

Originally from Peabody, MA, John and his family now reside in the greater Atlanta area. John holds a Bachelor of Science degree in Business Management from Westfield University. He also serves on the board of the North Georgia Habitat for Humanity.

LinkedIn

Verizon Business

Verizon Business (VBG) is a division of Verizon Communications. Verizon Business provides services and products for Verizon’s business and government clients. Regardless of the size of your business, agency or organization, you’re always on the lookout for the right partners. VBG’s industry insight, information, products and solutions help improve your outcomes, so you can grow and thrive.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:19 Introducing John Constantino from Verizon Business
01:47 John’s Role and Responsibilities at Verizon
02:26 John’s Journey and Career at Verizon
03:58 Challenges and Learnings in a Large Organization
06:17 The Importance of Customer Engagement
08:56 Verizon’s Approach to Business Sales
13:33 The Role of Cybersecurity in Business
17:18 The Flexibility and Growth Opportunities with Verizon
19:23 Success Stories and Final Thoughts
22:31 Conclusion and Farewell

 

About North Fulton Business Radio and host John Ray

With over 740 shows and having featured over 1,100 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 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
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

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

 

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 $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.

 

 

 

 

 

Tagged With: cybersecurity, John Constantino, John Ray, North Fulton Business Radio, small business, Verizon, Verizon Business

Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

March 4, 2024 by John Ray

Effective Questions Build Trust
Family Business Radio
Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio
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Effective Questions Build Trust

Effective Questions Build Trust, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed how effective questions build trust, both those you ask and those asked of you by your advisors.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

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

Tagged With: Anthony Chen, effective questions, Family Business Radio, financial advisor, Lighthouse Financial, questions, trust

How to Manage the Buyer-Seller Dance, with Bill McDermott, Host of ProfitSense

March 4, 2024 by John Ray

How to Manage the Buyer-Seller Dance, Profitability Coach Bill McDermott
North Fulton Studio
How to Manage the Buyer-Seller Dance, with Bill McDermott, Host of ProfitSense
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How to Manage the Buyer-Seller Dance, Profitability Coach Bill McDermottHow to Manage the Buyer-Seller Dance, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill offers thoughts on how to manage the buyer-seller dance.

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

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

Transcript

Bill McDermott: I want to talk a little bit today about how to manage the buyer-seller dance. During a sales call, both buyer and seller have their own goals and agendas. They are constantly trying to influence each other and often get caught in what we call the buyer-seller dance. In my experience, if we don’t have a sales process, we automatically divert to the buyer’s process, and the buyer leads in the buyer-seller dance.

Buyers have access to more information than ever before. They are increasingly sophisticated and savvy, and also have the option to walk away from a sale at any time. So, what are some ways that sellers like us can lead the buyer-seller dance? First is set the agenda for the sales call. Sellers can do this by asking the buyer what they want to learn about and what their goals for the call are.

Second, ask open-ended questions. This will help sellers learn more about the buyer’s needs and challenges. Third, focus on the buyer’s pain points. Sellers should know their buyer, how their product or service can solve their problems and improve their life. Fourth, be honest and transparent. Sellers should avoid making false promises or overselling their product and service.

And last, be confident. Sellers should believe in their product or service and their ability to help the buyer. When sellers are able to lead the buyer seller dance, they are more likely to close sales and build long-term relationships with their customers.

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

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

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

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

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

Tagged With: Bill McDermott, Profitability Coach Bill McDermott, ProfitSense, ProfitSense with Bill McDermott, Sales, sales tips

Coaching Women Entrepreneurs Towards Holistic Success, with Brooke Bailey, S. Brooke Bailey Coaching

March 1, 2024 by John Ray

Brooke Bailey
North Fulton Business Radio
Coaching Women Entrepreneurs Towards Holistic Success, with Brooke Bailey, S. Brooke Bailey Coaching
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Brooke Bailey

Coaching Women Entrepreneurs Towards Holistic Success, with Brooke Bailey, S. Brooke Bailey Coaching (North Fulton Business Radio, Episode 748)

On this episode of North Fulton Business Radio, host John Ray interviewed ICF certified coach Brooke Bailey. Brooke primarily serves women business owners, helping them transition from a frazzled state to a focused one in both their business and personal lives. Her 90-day group coaching program, the “Balanced Business, Balanced Life Blueprint,” aims to create a more sustainable lifestyle within the context of running a business. The program integrates wellness, business, and relationships, which Brooke believes enables a woman entrepreneur to define success based on her own terms.

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.

Brooke Bailey, S. Brooke Bailey Coaching

Brooke Bailey, S. Brooke Bailey Coaching
Brooke Bailey, S. Brooke Bailey Coaching

S. Brooke Bailey, MBA, PCC, RYT, is the coach who empowers women entrepreneurs to redefine their own success. With her guidance, they learn to incorporate daily habits and systems that transform work-life balance from a seemingly impossible task to an enjoyable experience. Brooke is a productivity, behavioral science, and wellness specialist who combines Eastern and Western techniques to assist high-achieving women CEOs in expanding their businesses and doubling their impact. Entrepreneurs are taught basic but powerful daily habits to rest, redirect their energy, and reestablish a constant sense of equilibrium in all aspects of their lives.

Website | LinkedIn | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to North Fulton Business Radio
01:08 Introduction to Brooke Bailey and Her Coaching Practice
01:39 Brooke’s Journey into Coaching
03:51 The Overlapping of Business and Personal Life
07:22 The Concept of Work-Life Balance
08:46 The Three Phases of Brooke’s Coaching Program
10:37 The Importance of Defining Success
11:53 The Role of Simplification in Achieving Success
14:30 Refining Habits and Systems for Success
20:50 Brooke’s Unique Approach to Coaching
24:54 Success Stories from Brooke’s Clients

 

About North Fulton Business Radio and host John Ray

With over 740 shows and having featured over 1,100 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 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
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

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

 

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 $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.

 

 

Tagged With: balance, Brooke Bailey, ICF coach, John Ray, life coach for women, North Fulton Business Radio, S. Brooke Bailey Coaching, women entrepreneurs

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