John Ray, Author at Business RadioX ® Page

What’s Standing in the Way of Your Business Exit?, with Bill McDermott, Host of ProfitSense

October 31, 2023 by John Ray

North Fulton Studio

What’s Standing in the Way of Your Business Exit?, with Bill McDermott, Host of ProfitSense

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What’s Standing in the Way of Your Business Exit?, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill McDermott laid out several factors that can influence how and when a business owner exits.

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.

Bill McDermott: I want to take a moment right now and ask my business owner audience the question, What’s standing in the way of your business exit? Recent surveys show that 80 percent of business owners will exit their business in the next ten years, yet only 25 percent have created any sort of plans in writing for a successful outcome.

I’m working with quite a few firms that are considering an exit. One situation includes a majority owner who has several partners and maybe discovering those partners don’t think like business owners and may just prefer to remain employees. Another owner is a very successful business. He’s a baby boomer and is ready to retire, but is having a hard time removing himself from day-to-day operations.

So, what are some things that could be standing in the way of our exit? First, the economy. In a recession, the value of a business may decline making it more difficult to sell. Also, if the economy is weak, it may be more difficult to find a buyer. Industry trends. If the industry is declining, the value of a business in that industry may decline. If the industry is changing, it may be difficult to find a buyer who is willing to take on the challenges of a changing industry. Third thing is taxes. This is one component that’s very complex. In almost every case, selling a business for a gain will trigger either capital gains or ordinary income tax.

So, what can we do as owners? Time the sale of our business carefully, plan carefully, and seek advice from your professional advisors, and know that alternatives such as merging with another company also exists. With careful planning and execution, it is possible to sell a business at a fair price, even in challenging economic or industry conditions.

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and 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 and 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 Twitter and follow McDermott Financial Solutions on LinkedIn.

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

October 31, 2023 by John Ray

Family Business Radio

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

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The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen spoke about the value of having a team of partners for the business planning process.

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

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 at familybusinessradioshow.com.

Being an Entrepreneur, with Yvette Freeman, Red Angle Photography & The ENVOY Guide

October 25, 2023 by John Ray

Hello, Self . . .

Being an Entrepreneur, with Yvette Freeman, Red Angle Photography & The ENVOY Guide

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Yvette Freeman, Red Angle Photography & The ENVOY Guide (Hello, Self… Episode 31)

As a professional photographer, Yvette Freeman, owner of Red Angle Photography and The ENVOY Guide, shared with host Patricia Leonard some of the early struggles as an entrepreneur. Yvette described some of the things she did to promote her business and how the idea of The ENVOY Guide came about. She and Patricia talked about networking, overcoming shyness, the value of printed photographs, and how she’s marketing The ENVOY Guide. Yvette also offered advice to entrepreneurs about building relationships in the community and how to get outside your comfort zone while enjoying the journey.

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

Yvette Freeman, Photographer and Owner, Red Angle Photography

**Yvette Freeman, Actress, Singer, and Director**

Red Angle Photography is an award-winning photography studio specializing in general and fine art portraits and headshots.

Yvette Freeman is the force behind Red Angle. She is a native of Winston-Salem, North Carolina, and a graduate of Bennett College in Greensboro.

She lives with her husband George, and their Siberian Husky, Trooper Blu, in Western North Carolina. She has always had a camera glued to her hand, capturing family shindigs, sunsets, and everything in between.

After 15 years navigating corporate and non-profit communications, plus another 11 years in the world of higher education, she took the plunge and did the unthinkable: followed her heart. That’s how Red Angle Photography saw the light in 2016.

She formerly freelanced as the cover and family photographer for the Montford & North Asheville Neighbors magazine. She has created her own magazine, The ENVOY Guide.

The ENVOY Guide is your passport to the vibrant tapestry of diversity!

Imagine a magazine that’s as colorful as a world map – where every page is a journey into the heart of different cultures, businesses, communities, and artistic expressions. They’re not your average magazine; they’re your escape into a world where differences are celebrated, connections are made, and inspiration runs wild. From entrepreneurial accomplishments to community stories that warm your heart, to artistic innovation and creativity – they’ve got it all covered.

Website | LinkedIn | Facebook | The Envoy Guide

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

Open Enrollment for 2023 in Health Insurance, with Bill Neglia, Neglia Insurance Group

October 25, 2023 by John Ray

North Fulton Business Radio

Open Enrollment for 2023 in Health Insurance, with Bill Neglia, Neglia Insurance Group

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North Fulton Business Radio, Episode 713)

Bill Neglia from Neglia Insurance Group was the guest on this episode of North Fulton Business Radio. Bill and host John Ray discussed health insurance, open enrollment periods, group health insurance, supplemental insurance plans, and life insurance. Bill shared his experience in the insurance industry, provided insights into different types of insurance policies, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Neglia Insurance Group

Neglia Insurance Group was started in 1983 and has over 600 active individual and over 100 active group clients.

They have access to all the major insurance carriers and many smaller, high quality less known carriers throughout the country. They specialize in Health, Life, Disability, Long Term Care, Dental and Vision insurance.

They do not charge a fee for their services!

Website | Facebook

Bill Neglia, President, Neglia Insurance Group

Bill Neglia began his insurance career as an agent for John Hancock in 1983. After several years of working with large insurance companies, he started the Neglia Insurance Group in 1996 so he could deliver a personal style of serving his clients.

The Neglia Insurance Group offers all of the support and resources of larger insurance agencies with the advantages of a local personalized agency where they get to know you along with your unique wants and needs.

Personal health insurance
Personal life insurance
Group health insurance
Personal and group supplemental insurance
Senior health insurance
Changes in health insurance market

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, Stitcher, TuneIn, and others.

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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Nourishing and Healthy Food, with Cristy Kisner, Cristy’s Kitchen and Author of Cristy’s Kitchen

October 25, 2023 by John Ray

North Fulton Business Radio

Nourishing and Healthy Food, with Cristy Kisner, Cristy's Kitchen and Author of Cristy's Kitchen

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North Fulton Business Radio, Episode 712)

Cristy discussed the importance of understanding dietary needs and providing healthy, gluten-free, and dairy-free options for people with allergies or health issues. She shared her personal story of how her family’s health struggles inspired her to open a restaurant and create a cookbook with delicious, nourishing recipes. Cristy talked about the tasty dishes and offerings at Cristy’s Kitchen, her mission of promoting health and well-being through food choices, the importance of involving the whole family in the cooking process, and more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

**Cristy Kisner, Owner, Cristy’s Kitchen and Author of Cristy’s Kitchen**

In 2019, after a bankruptcy left her family with nothing, Cristy Kisner; her husband, Sebastian; and their five daughters moved from Peru to Roswell, Georgia, to give them a better future and to fulfill Cristy’s dream of opening a healthy café in the United States.

When the Covid-19 lockdown came, they never closed their doors, working sixteen-hour days for a year. In March 2021, Brandon Stanton, the creator of Humans of New York, became a regular customer and fell in love with the food at the café and Cristy’s incredible story. He wrote about Cristy and sponsored a fundraiser, and her moving story went viral, allowing the family to stay afloat and continue to live their American dream.

The food at Cristy’s Kitchen is gluten-free, dairy-free, organic, nourishing, and thoroughly tasty. Back in Peru, Cristy had developed her recipes after two of her daughters experienced medical issues ranging from allergic rhinitis to digestive problems to an autoimmune disease. They switched to organic ingredients; removed dairy, gluten, and processed foods from their diets; and got each diagnosis under control.

Her daughters’ special packed lunches gained the attention of other parents, and Cristy started teaching classes on healthy food prep, which evolved into the dream of having her own bakery and café serving sweet and savory baked goods, prepared foods, and more, many inspired by favorite ingredients from her native Peru.

She is also the author of a new cookbook by the same name, Cristy’s Kitchen. Cristy provides helpful health information and sources on the more unusual ingredients in the book, including those she’s refined into her celebrated gluten-free baked goods.

The delicious and healthful recipes in this book include favorites for breakfast, lunch, dinner, snacks, and desserts, including: Golden Milk Pancakes Spiced Pumpkin Smoothie Bowl with Caramelized Bananas Pear, Spinach, and Fennel Soup with Chicken, Avocado, and Cashew Parmesan Yucca Gnocchi with Carrot Greens Pesto Stuffed Poblanos with Lamb Paleo Molten Lava Cake Passion Fruit Super Gummy Candies.

The incredible stories and recipes in Cristy’s Kitchen will inspire you to cook and eat more healthfully, cherish the blessings in your life—and understand the miracles that can happen when love and determination go hand in hand.

Website | Facebook | Instagram | TikTok

Questions and Topics in this Interview:

What kind of food do you make?
When did you start using food as medicine for your family?
Tell us about your cookbook.
What does your restaurant offer?
What advice would you give to people who want to start eating healthier?

Getting IT Done: Turning Strategy into Execution, with Chris McChesney, FranklinCovey, and Maria Walden-Sullivan, Community Foundation for Northeast Georgia

October 25, 2023 by John Ray

North Fulton Business Radio

Getting IT Done: Turning Strategy into Execution, with Chris McChesney, FranklinCovey, and Maria Walden-Sullivan, Community Foundation for Northeast Georgia

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North Fulton Business Radio, Episode 711)

Chris McChesney, author of discuss the Foundation’s upcoming workshop, “Getting IT Done: Turning Strategy into Execution,” which Chris will be leading. They talked about the challenges of execution and how to overcome them, particularly in the nonprofit sector. They also touched on the impact of the pandemic on execution and the importance of creating systems and accountability.

Chris provided a high-level overview of the four disciplines of execution, what participants can expect at the workshop, and much more. The workshop will be held on November 1, 2023, at North Point Community Church in Alpharetta. To learn more and to register, follow this link.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Chris McChesney, Author of

Chris is a best-selling author of The 4 Disciplines of Execution®, the world’s most popular book on Strategy Execution.

For over 20 years, Chris’s practice has helped thousands of organizations improve their execution. Chris has a single focus: helping organizations get results through predictable execution.

Chris has been the Global Practice Leader of Execution for Franklin Covey for 20 years. Chris’s team of 4DX consultants has worked with 4,000+ organizations around the world. He has spoken in 22 countries on six continents. He’s personally led many of the most noted implementations of 4DX and is one of the highest-rated speakers for the Global Leadership Summit.

Chris and his wife Constance live in Atlanta, Georgia. They are the proud parents of five daughters, two sons, and one grandson. Chris’s downtime is divided between his passion for waterskiing and windshield talks with his kids.

Website | LinkedIn | Facebook | Instagram

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our 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 expand 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.

Website | Facebook | LinkedIn | Twitter | Instagram

**Maria Walden-Sullivan, Director of Development, Community Foundation of Northeast Georgia**

Caring for her community is at the heart of everything Maria does. She was born in the oldest city in America (St. Augustine) and has been a proud Atlantan for the past 25 years. Maria is passionate about making a difference in her own backyard and inspiring others to do the same.

As our Director of Development, Maria is leading the Community Foundation of Northeast Georgia into a whole new territory. Through her role, we are now able to expand into and impact North Fulton and Forsyth. She has a passion for nonprofits and is highly skilled in donor relations, major gifts, volunteer management, grant writing, and capital campaign management.

Maria is a trainer and facilitator for leadership development, strategic planning, and capacity building. With almost a decade of experience at the world’s most trusted leadership company, Franklin Covey, Maria has been certified in over a dozen leadership courses. She has also served as an ad hoc faculty member for the Georgia Center for Nonprofits since 2019.

Questions and Topics in this Interview:

Introduction to Chris and his book
The event sponsored by the Community Foundation for Northeast Georgia and featuring Chris McChesney
The challenges of execution and achieving goals
The impact of the pandemic on execution and dealing with uncertainty
Importance of systems and clarity in goal-setting
Details about the event on November 1st

Eric Pritchett, Terzo Technologies

October 25, 2023 by John Ray

Business Beat

Eric Pritchett, Terzo Technologies

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Frazier & Deeter’s Business Beat: Eric Pritchett, Terzo Technologies

Eric Pritchett, President and COO of Terzo Technologies, an enterprise AI company, joined host Roger Lusby to discuss the company’s technology and how it helps businesses extract valuable data from documents, contracts, and more. Eric talked about their capacity to improve decision-making and operational processes. He shared success stories that highlight the impact of Terzo on increasing productivity and efficiency for businesses, about how the company developed its product, why they moved their operations from California to Metro Atlanta and specifically North Fulton, and more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Terzo Technologies

Terzo uses powerful AI technology to extract, analyze, and visualize your contract data.

Terzo’s AI data extraction capabilities also extend beyond contracts and can solve your organization’s document problems, from invoices to POs and more.

Their platform was designed on the foundation of contract intelligence, providing business teams with the necessary data to improve productivity, optimize spend, reduce costs, and manage risk and governance across their entire supplier ecosystem. Terzo has global operations across the United States, Canada, and India.

Terzo is designed to connect teams, breaking silos along the way. At Terzo, strengthening relationships is at the heart of what they do. They unite teams and unlock insights so organizations can make smarter decisions and maximize value from their suppliers, customers, and partners.

Terzo means “third” in Italian. Their founders have Italian heritage and chose it to describe what they set out to build—a platform that brings third parties together.

For the first time, Legal is now a large part of both the buying and selling teams. Terzo is the first solution to provide critical data and terms to both sides, enabling legal and business teams to make decisions together.

Company website | LinkedIn

Eric Pritchett, President and COO, Terzo Technologies

With over 20 years of experience in technology, finance, and strategy, Eric is the President and COO of Terzo Technologies, an enterprise AI platform that extracts valuable data from documents for business operators. He works with the senior team to develop and implement the overall vision, direction, and execution of the company, as well as the development and implementation of strategic customer-facing initiatives.

Prior to joining Terzo, Eric was the Vice President of Corporate Strategy at Asurion, where he evaluated and executed on strategic investment opportunities, including acquisitions. He also co-founded and led Potamus Trading, a technology-driven broker-dealer and market-maker, and PhaseCapital, a quantitative hedge fund.

Eric has a strong background in FinTech, corporate venture capital, and M&A, as well as a passion for innovation and growth. He holds BS and MBA degrees from Boston University and the Boston University Questrom School of Business.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions, and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis on the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Instagram

An episode archive of Frazier & Deeter’s Business Beat can be found here.

Tangible Touch in a Digital World, with Mark Weiss, Renaissance Communications Group, a SendOutCards Affiliate

October 25, 2023 by John Ray

North Fulton Business Radio

Tangible Touch in a Digital World, with Mark Weiss, Renaissance Communications Group, a SendOutCards Affiliate

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North Fulton Business Radio, Episode 710)

Mark Weiss, owner of Renaissance Communications Group and a SendOutCards affiliate, joined host John Ray to discuss the importance of appreciation and relationship marketing in staying top of mind with clients. He explained how SendOutCards can help business owners personalize and send cards to their clients and prospects, creating a tangible and thoughtful touch in today’s digital world. Mark shared the story behind the founding of SendOutCards, the concept of promptings, and more.

Follow this link to learn more about SendOutCards and to take advantage of the opportunity to send a free card.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Mark Weiss, Owner, Renaissance Communications Group,

Communication is the common thread that runs through Mark Weiss’ life. It started in high school and continued through his days at Ithaca College, where he received a Bachelor of Science degree in Television-Radio Communications. Mark worked in television stations in Utica, New York, and St. Petersburg, Florida, directing the local newscasts and producing and directing local programming before he moved to Atlanta in 1976 to work at WTCG, Ted Turner’s Superstation.

Mark left the broadcasting industry to work for Georgia Power in 1977 for almost 20 years in the company’s Media Services organization before leaving to form The Renaissance Communications Group (TRCG) in 1996. He formed TRCG to support small and medium-sized businesses to provide marketing, advertising, public relations, and website services. During that time, he was introduced to Constant Contact and became a business partner. In 2007, he was introduced to SendOutCards, which, over time, has become his passion.

Using SendOutCards, Mark works with businesses to help them keep the clients they worked hard to get. He does this through a process and system that enables his clients, both business and personal users, to go online via their smart phone, tablet, or computer to either use existing greeting cards in SendOutCards’ extensive online catalog or customized cards they can create to express appreciation and show gratitude. By using multiple card campaigns, Mark’s clients can easily stay top of mind with their clients throughout the years by giving tangible appreciation that their clients can touch.

Mark enjoys sharing SendOutCards with business owners and individuals to help them incorporate Relationship marketing into their business. Relationship marketing (or Capital R, small m) symbolically places the emphasis on the Relationship and not marketing. As a result, Mark’s clients create a stronger, deeper, and more loyal bond with their clients because they stay top of mind. This combination creates referrals from their customers along with incremental sales. Please visit Mark’s website for more information and experience SendOutCards by sending a free card including postage to anyone you choose, wherever they may be!

Website | LinkedIn

Questions and Topics in this Interview:

Relationship marketing
How SendOutCards work
The advantages they bring to business owners
How SendOutCards got started
What are promptings?

Colleen Huff, Dental Insurance Coach

October 24, 2023 by John Ray

Dental Business Radio

Colleen Huff, Dental Insurance Coach

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Colleen Huff, Dental Insurance Coach (Dental Business Radio, Episode 48)

Highly regarded dental insurance coach Colleen Huff joined host Patrick O’Rourke to discuss the complexities of dental insurance and the strategies necessary for practices to effectively manage it. They talked about the importance of understanding insurance benefits, the trend of practices going out of network, and the role of outsourcing insurance-related tasks. Colleen noted the need for accurate insurance breakdowns, the importance of having checks and balances in place to prevent errors or embezzlement, and much more.

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

**Colleen Huff, FAADOM, President and Owner, Colleen Huff – Dental Insurance Coach**

Colleen Huff, FAADOM, has been in the dental field for 28+ years. Starting as a dental customer service representative, she has worked in and managed dental offices during this time. Her experiences span managing multi-location practices to growing a practice from the ground up. Colleen began full-time speaking and consulting in 2021.

She helps dental practices around the country improve their Dental Insurance knowledge and administrative systems, as well as traveling the country speaking at national conventions as well as local AADOM Chapters on a variety of Dental Insurance topics. You can find her Insurance Mastery course at Front Office Rock.

She is the founder of the Buffalo/WNY AADOM Chapter, as well as an active Ambassador and Fellow class of 2015. For her leadership, she was named one of the TOP 25 Women in Dentistry, 2017 by Dental Products Reports. Colleen is a proud member of NADP (National Association of Dental Plans), DCC-Dental Consultants Connection, SCN- Speakers Consultant Network, AADOM- American Association of Dental Office Management as well as ASCA- AADOM Speaker/Consultant Alliance and DEW-Dental Entrepreneur Woman along with being licensed to speak on dental codes through the ADA.

Website | LinkedIn | Facebook

**Patrick O’Rourke, Host of “Dental Business Radio”**

Patrick O’Rourke is the host of Dental Business Radio covers the business side of dentistry. O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants.

Dental Business Radio is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®. The show can be found on all the major podcast apps, and a complete show archive is here.

Practice Quotient

Dental Business Radio is sponsored by Patrick O’Rourke, Founder & CEO, Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentists and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Patrick O’Rourke and Practice Quotient

What’s Standing in the Way of Your Business Exit?, with Bill McDermott, Host of ProfitSense

What’s Standing in the Way of Your Business Exit?, with Bill McDermott, Host of ProfitSense

About ProfitSense and Your Host, Bill McDermott

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Being an Entrepreneur, with Yvette Freeman, Red Angle Photography & The ENVOY Guide

Yvette Freeman, Red Angle Photography & The ENVOY Guide (Hello, Self… Episode 31)