John Ray, Author at Business RadioX ® Page

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

January 19, 2024 by John Ray

North Fulton Business Radio

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

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

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

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

Docqmax Digital Printing

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

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

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

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

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

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

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

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Golf for the Kids Invitational

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

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

Topics Covered in this Interview

00:04 Show Introduction

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

01:46 The Evolution and Impact of the Printing Industry

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

07:02 The Role of Print in Different Industries

12:11 The Value of Print in a Digital World

14:08 Golf for the Kids

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

22:52 The Power of Networking

23:19 The Importance of Referrals and Business Relationships

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

25:18 The Philosophy of Giving and Receiving

25:47 The Unexpected Returns of Generosity

26:07 The Power of Awareness in Recognizing Blessings

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

36:37 Investing in Real Estate as a Business Owner

38:24 Taking Action on Advice

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

41:00 Closing Remarks and Contact Information

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

RenasantBank

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Ameera Joe, Intersect Director, North Point Community Church

January 18, 2024 by John Ray

Good2Give Podcast

Ameera Joe, Intersect Director, North Point Community Church

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

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

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

Ameera Joe, Intersect Director, North Point Community Church

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

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

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

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

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

Website | Twitter | Instagram | Facebook | LinkedIn

Topics Discussed in This Interview:

00:00 Introduction and Welcome

00:26 Introducing the Guest and Their Role

01:08 Discussing the Role of North Point Community Church

02:37 Sharing Personal Experiences and Stories

03:42 Discussing the Importance of Community and Inclusion

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

09:58 Discussing the Mentoring Program in Schools

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

19:06 The Importance of Vetting Nonprofits

20:23 The Role of Trust in Philanthropy

22:18 Protecting Nonprofits in Crisis Situations

23:58 Educating the Community on Donor Advised Funds

25:15 Providing Resources to Nonprofits

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

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

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

36:01 The Power of Collaboration in Philanthropy

37:54 Closing Thoughts: The Impact of Philanthropy

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

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

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

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

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

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

January 16, 2024 by John Ray

religious accommodations in the workplace, Hall Booth Smith, Jackie Voronov and Shylie Bannon

Hall Booth Smith Podcast Network

"I Want Sundays Off!": Religious Accommodations in the Workplace

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

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

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

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

Topics in this Episode

00:01 Introduction to Litigators Lounge

01:37 National Religious Freedom Day Discussion

02:02 Understanding Religious Freedom in the Workplace

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

12:06 Implications of Groff vs. DeJoy for Employers

18:40 Addressing Employees’ Sincerely Held Beliefs

27:38 Impact of Collective Bargaining Agreements on Religious Accommodations

32:39 Post-Groff Case Analysis and Final Thoughts

37:51 Closing Remarks

About Litigators Lounge

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

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

Jackie Voronov, Partner, Hall Booth Smith

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

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

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

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

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

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

Shylie Bannon, Partner, Hall Booth Smith

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

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

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

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

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

About Hall Booth Smith, P.C.

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

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

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

Company website | LinkedIn | Facebook | Instagram

Disclaimer

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

Toby Anderson, SGL Wealth Management

January 12, 2024 by John Ray

North Fulton Studio

Toby Anderson, SGL Wealth Management

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

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

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

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

Toby Anderson, SGL Wealth Management

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

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

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

Website | LinkedIn

SGL Wealth Management

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

Their services include:

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

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

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

Website | LinkedIn | Facebook

Topics Covered in this Episode

00:03 Introduction and Welcome

01:07 Getting to Know Toby Anderson

02:27 Understanding Financial Planning

07:25 The Evolution of Financial Services Industry

14:03 Personal Journey and Career Shift

17:55 The Importance of Financial Planning

27:13 Contact Information and Closing Remarks

28:03 Sales Tips for Business Owners

About ProfitSense and Your Host, Bill McDermott

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

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

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

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

Casey Jenkins, Eight Twenty-Eight Consulting

January 11, 2024 by John Ray

Family Business Radio

Casey Jenkins, Eight Twenty-Eight Consulting

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

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

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

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

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

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

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

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

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

Eight Twenty-Eight Consulting LLC

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

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

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

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

Website | LinkedIn | Instagram | YouTube

Topics Discussed in this Episode

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

Anthony Chen, Host of Family Business Radio

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

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

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

Living with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

January 10, 2024 by John Ray

Family Business Radio

Living with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

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Living with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed planning for the future and living with purpose and passion.

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

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

Shifting Mindsets: Transforming Your World in 2024, with Patricia Leonard

January 10, 2024 by John Ray

Hello, Self . . .

Shifting Mindsets: Transforming Your World in 2024, with Patricia Leonard

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Shifting Mindsets: Transforming Your World in 2024, with Patricia Leonard (Hello, Self… Episode 35)

Host Patricia Leonard opened the first show of 2024 with her thoughts on the importance of shifting mindsets and transformation to navigate the coming year. She outlined her upcoming series of four episodes centered on self-awareness, identifying personal truths and passions, expressing these identities, and implementing commitments.

Patricia encouraged listeners to defy complacency and embrace high ambitions, discussing individuals efforts to step out of their comfort zones, suggesting various mediums for self-expression, and elaborating on her upcoming ‘High Heels Cabaret’ show. Her hope is that this series and the High Heels Cabaret will inspire personal growth and a higher level of thinking, ultimately fostering a more positive world through shifting mindsets.

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 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

The Basics of Financial Wellbeing, with Andrew Sullivan, Sullivan and Schlieman Wealth Management

January 8, 2024 by John Ray

North Fulton Studio

The Basics of Financial Wellbeing, with Andrew Sullivan, Sullivan and Schlieman Wealth Management

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The Basics of Financial Wellbeing, with Andrew Sullivan, Sullivan and Schlieman Wealth Management

Andrew Sullivan: A lot of discussions we have with clients in our regular reviews. One I’ve already mentioned earlier is making sure that your beneficiaries on life insurance, retirement accounts, pensions are up-to-date, so that you’ve got that primary and secondary beneficiary. We see this often as a problem, sometimes in a blended family where someone gets divorced, remarried, or a death of a spouse and then gets remarried. We’ve seen cases where the old spouse was named X or deceased. Now the new spouse is cut out of the equation, and it gets into legal wrangling. So make sure your beneficiaries are up to date on these various accounts that you have.

It’s also making sure you’ve got adequate long-term care insurance in place. Just had a client the other day that had to go to an assisted living facility/memory care: $18,000 a month for care, right? And you talk about devastating a set of assets or a portfolio at $18,000 a month. She does not have long-term care insurance. But it’ll rip through some assets very quickly. So you’ve got to be prepared for that.

That’s probably the biggest risk that retirees have. It’s not that I’m going to go on a cruise or that I’m going to retire. It’s that long-term healthcare cost equation. Disability insurance for younger people, and then making sure you have life insurance in place while you have an up-and-coming family independence.

Another one I would say is not having estate planning. This is probably one of the second-biggest issue. It’s amazing how many attorneys I talked to that don’t have wills, powers of attorney in place. So we strongly encourage people to have up-to-date wills and powers of attorney in place.

Having proper liability coverage, property and casualty or umbrella policies in place. So do a property and casualty review with your insurance agent. Very important to do that probably every couple of years.

This is really a dirty word: budget. Most people don’t want to talk about a budget. Unfortunately, I find that most people spend more time planning their vacation than their finances.
But I emphasize a budget, and set goals, and stick to those goals on an annual basis.

And then finally hire the professional, right? If you need counseling and investment advice, or estate planning, any of those things—use a professional. It’s worth the expense. There are people that can manage their own affairs, but most people, again they don’t want to go down that path. And they want to delegate that to someone that’s a professional in those fields.

Listen to Andrew’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.

Workforce Challenges in the Manufacturing Sector, with Jim Pursley, Factory Automation Systems

January 8, 2024 by John Ray

North Fulton Studio

Workforce Challenges in the Manufacturing Sector, with Jim Pursley, Factory Automation Systems

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Workforce Challenges in the Manufacturing Sector, with Jim Pursley, Factory Automation Systems

Jim Pursley: It’s still strong. We had some concerns about rising cost of money and economy slowing down.

But we’ve not seen it in a whole slug taking a downward turn just yet, always subject to change. And I think a lot of what’s driving that is still the strong employment numbers. Our business is structured around automation and helping people manufacture things in all types of spaces.

And, traditionally through the years that takes people to do that. And it’s harder and harder these days to find people that you could trust to show up to work every day that have the skills to do that. And especially in the manufacturing space. And so our customers, and the list keeps growing, from beyond the traditional Fortune 500 companies, to Fords and General Motors of the world to smaller organizations that just can’t find the people to do the work.

And so we get calls for “we’ve had this process we’ve done for years. We’re looking for a way to be able to do it. We can’t run the equipment sometimes because we don’t have people to show up to work to do it.” That’s been a big part of our continued success, whether that’s with robotic systems or just any other type of automation system.

And it continues to, to be even as large capital projects, maybe are slowing down. Even a lot of upgrade work with existing customers are taking the opportunities to replace obsolete equipment if they’ve slowed down. And even customers who aren’t seeing growth in their business in manufacturing still need the automation piece to drive costs down and to really backfill where you can’t find the labor.

Listen to Jim’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.