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Mike Dillon with The Dillon Agency, Jeff Plank with HLB Gross Collins and Dr. Tuan Bui with OrthoAtlanta

January 31, 2017 by Mike

North Fulton Business Radio

Mike Dillon with The Dillon Agency, Jeff Plank with HLB Gross Collins and Dr. Tuan Bui with OrthoAtlanta

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John Ray, Mike Dillon, Jeff Plank, Dr. Tuan Bui, Mike Sammond

Mike Dillon/The Dillon Agency

The Dillon Agency is an independent insurance agency. They represent many of the top insurance companies like Cincinnati, Travelers, Hartford, State Auto, Grange and Amtrust. The agency is also a member of Secured Risk that allows them to access a wide variety of specialty carriers. The agency specializes in construction insurance and bonds. The Dillon Agency provides additional value added services such as risk transfer agreements, safety policies, certificate of insurance verification, and annual client reviews. They take pride in the level of service they provide and the commitment they make to be true partners with the companies they represent.

Jeff Plank/HLB Gross Collins, P.C.

HLB Gross Collins, P.C. is an Atlanta-based full service certified public accounting and consulting firm that has been providing excellence in client service for over 40 years. Serving clients both locally and around the globe, the firm offers tax, auditing and assurance, business consulting, valuation, estate and personal financial planning, and international services. Through its affiliation with HLB International, the world’s 12th largest international network of independent accounting and consulting firms, HLB Gross Collins P.C. offers seamless service to meet its clients’ needs anywhere in the world.

Dr. Tuan Bui/OrthoAtlanta

OrthoAtlanta is one of the largest orthopaedic and sports medicine practices in the Atlanta, GA area with 37 physicians and 13 physician offices spanning the greater Atlanta metropolitan area including offices in Gwinnett and Johns Creek. OrthoAtlanta offers easy accessibility to patient services including on-site physical therapy, six imaging centers and two AAAHC surgical centers. Comprehensive operative and non-operative musculoskeletal care and expertise includes sports medicine, arthroscopic surgery, hip replacement, knee replacement, neck and spine surgery, hand, wrist and elbow surgery, shoulder surgery, foot and ankle surgery, physical medicine and rehabilitation, pain management, general orthopedics, fracture care, work related injuries and acute orthopedic urgent care.

Lunch provided by L’incontro Italian Restaurant and delivered by ChoicesToYou.com

Practice Respect Focus on God

January 29, 2017 by Mike

GwinnettBusinessRadioX-MannaFund1500x15002

Food, Faith & Feelings

Practice Respect Focus on God

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“Food, Faith, and Feelings” Podcast Episode from January 29, 2017

TIFFANY KRUMINS SHOW: Jim Hollandsworth with The Path Project

January 27, 2017 by Mike

Gwinnett Studio

TIFFANY KRUMINS SHOW: Jim Hollandsworth with The Path Project

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Tiffany Krumins, Jim Hollandsworth, Steven Julian

Jim Hollandsworth/The Path Project

The Path Project exists to empower Latino children growing up in at-risk mobile home park communities to find the path to graduation and a plan for their future. They do this by partnering with mobile home park owners, local schools, churches and businesses. Their model is to open a community center inside the mobile home park so all the kids in the community can walk there. They have a paid teacher who runs after-school homework, literacy and mentoring programs – all with the goal of helping the kids stay on track academically and graduate high school. The graduation rate for Latino students in Georgia is around 60% and it’s even lower for kids growing up in mobile home parks. They currently operate in seven mobile home communities: six in Atlanta and another in Nashville, TN. Their vision is to scale their model to dozens of mobile home parks across the Southeast and see thousands of kids graduate high school and pursue their dreams!

Scott Phelan with Morgan Stanley and David and Bobby Kim with Breakers Korean BBQ

January 26, 2017 by Mike

Gwinnett Business Radio

Scott Phelan with Morgan Stanley and David and Bobby Kim with Breakers Korean BBQ

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MIke Sammond, Scott Phelan, David Kim, Bobby Kim, Steven Julian

Scott Phelan/Morgan Stanley

Scott Phelan has over 20 years of financial advising and planning experience. Currently, he is Senior Vice President, Portfolio Management Director & Financial Advisor with Morgan Stanley where his focus is wealth building for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning. Scott has been part of Morgan Stanley’s prestigious Century Club for the past three years, an elite group composed of the firm’s top Financial Advisors that recognizes consistent creativity and excellence in providing a wide range of investment products and wealth management services to clients.

David & Bobby Kim/Breakers Korean BBQ

Breakers Korean BBQ is the number one place for Korean BBQ in the metro Atlanta area. Breakers opened its door in the Atlanta area in 2015, is ranked in the top 50 among all restaurants in Atlanta magazine, and ranked the #1 Korean restaurant in the area by TripAdvisor and Yelp. Breakers Korean BBQ offers Korean style beef, short ribs, pork belly, chicken, and seafood. Full service bar and private dining options for events are available. Open for both lunch and dinner. Breakers is currently expanding and has opened locations in Dallas, Los Angeles, and Washington D.C.

How To Protect Your Kids From Estate Disputes

January 25, 2017 by Mike

Gwinnett Studio

How To Protect Your Kids From Estate Disputes

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This episode of “Wealth Matters” offers ways to protect your children from estate disputes. The round-table discussion is hosted by Partners Adam Gaslowitz, Craig Frankel sand Millie Baumbusch.

Adam Gaslowitz

As a founding partner of Gaslowitz Frankel LLC, Adam Gaslowitz is a fiduciary litigator who specializes in representing individuals, executors, trustees, investors, shareholders, and financial institutions in complex fiduciary disputes involving wills, estates, trusts, guardianships, businesses, and securities. Mr. Gaslowitz’s approach to his practice is rooted in his belief that his clients need more than just an attorney; they need guidance in making both legal and practical decisions during a time of enormous emotional stress. To his clients, he is a counselor in every sense of the word, providing both expert legal advice and perspective on what really matters. Always keeping his clients’ best interests in mind, Mr. Gaslowitz is also an expert on mediation and alternative methods of resolving estate disputes.

Mr. Gaslowitz graduated summa cum laude from Emory University’s Goizueta Business School, earning degrees in accounting and finance. After business school, he earned a J.D. from the University of Michigan Law School.

Mr. Gaslowitz has served as an expert commentator on CNN and the Layman’s Lawyer. He has given numerous seminars and lectures on estate litigation. As an active member of the community, Mr. Gaslowitz often lectures to groups such as AARP and serves on the Boards of several legal organizations, such as the Atlanta Probate Bar. He is proud to have been honored with many accolades, including being elected as a Fellow of ACTEC, attaining an “AV” Attorney Rating by Martindale Hubbell, and being recognized by Super Lawyers of Georgia annually since 2006.

Craig Frankel

Craig Frankel is an experienced litigator who specializes in civil disputes within the areas of business law, contracts, will and trusts, fiduciary duties, employment claims, civil rights, and civil appeals. Known throughout the legal profession as a principled, aggressive attorney who gets the job done, Mr. Frankel emphasizes open and frank exchanges with every client, adversary, and the court. As a founding partner of Gaslowitz Frankel LLC, he takes pride in his firm’s ability to create favorable resolutions for their clients, whether through trial or settlements. Mr. Frankel’s approach to his practice is centered on the belief that any successful result must meet both the financial and emotional challenges of his clients. Therefore, in addition to his years of experience in a courtroom, Mr. Frankel is well versed in mediation and alternative dispute resolution techniques.

Mr. Frankel attended the Honors Program of the University of North Carolina at Chapel Hill, where he was inducted into Phi Beta Kappa and the Order of the Grail Honor Society. He later attended the University of Georgia School of Law as a Bryant T. Castellow Scholar, where he served as Executive Editor of the Georgia Law Review and a research assistant to Deans Beaird and Brussack. After achieving his J.D. with honors, Mr. Frankel clerked with the Hon. John C. Godbold, then Chief Judge of the United States Court of Appeals for the Eleventh Circuit.

Mr. Frankel is a frequent speaker at continuing legal education programs, wealth management programs, and estate and tax programs, where he discusses fiduciary duties and the risks for fiduciaries. Additionally, his successful law practice is balanced with extensive pro bono work. Mr. Frankel currently serves on the Board of Directors of Hillside Hospital, a residential and outpatient facility for severely abused or emotionally disturbed adolescents and their families.

Millie Baumbusch

Millie Baumbusch head shotMillie Baumbusch is a litigator who specializes in fiduciary matters, including disputes concerning wills, estates, trusts, and business interests. Her particular focus is on contested guardianships and conservatorships. Ms. Baumbusch represents clients in all phases of litigation, from filing pleadings and conducting discovery through strategizing for and managing hearings and trials. In addition, she often engages in settlement negotiations to assist clients in resolving their disputes prior to trial, saving resources and permitting them a measure of control over the outcome.

Ms. Baumbusch attended Brown University and obtained a B.A. degree in English literature. She was an Assistant Vice President at Chemical Bank in New York City, where she was a lending officer to middle market companies and held several positions in strategic planning and market research. Ms. Baumbusch attended the Georgia State University College of Law, earning a J.D. cum laude. While in law school, she served as Research Co-Editor of the Law Review.

Ms. Baumbusch is certified in civil collaborative practice and has more than 1,200 hours of hands-on experience with Guardianship and Conservatorship cases. She has made CLE presentations and lectured on guardianships, how to avoid estate disputes, and related topics.

Ms. Baumbusch’s passion for estate and trust litigation is rooted in the combination of analyzing complex legal issues and being attuned to family dynamics. With cases that often involve clients’ family members, Ms. Baumbusch focuses on the legalities involved and interactions with opposing counsel, while never losing sight of the impact the final outcome will have on her client’s family. She understands that seeking a mediated settlement that would foster a better family relationship is often a more appropriate approach than taking an aggressive stance in litigation. However, each case presents different family, factual, and legal issues, making every day a fresh challenge.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

SNOW WHITE SHOWS HOW TO MAKE TRAINING EFFECTIVE: Brian Gracon with Brian Gracon & Associates

January 25, 2017 by Mike

On the Money

SNOW WHITE SHOWS HOW TO MAKE TRAINING EFFECTIVE: Brian Gracon with Brian Gracon & Associates

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Joe Moss and Brian Gracon (with a little help from Snow White) discuss how to make sure that training delivers impact for your business. Of course you already know Snow White. Coincidentally, the names of the 7 dwarves serve as reminders of the “7 R’s of Effective Training”. Brian explains how Happy, Doc, Grumpy, Sleepy, Bashful, Sneezy and Dopey can help you remember the 7 R’s so you can always have effective training.

Brian Gracon – Gracon & Associates

Brian is president of Brian Gracon & Associates, an award-winning training and marketing consulting firm. He has designed over 75 training programs in his 20 years of experience in training strategy development, instructional design and training presentation.

He is also author of “Meconomics® 101: 16 ways to Improve Your Marketing, Selling and Business Management for Today’s Consumers” (Black Rose Writing, 2016), an integrated set of marketing, selling and staffing strategies based on consumer buying habits. And yes, training strategies are featured in his book!

Brian has worked with clients on many types of training projects: marketing, sales, product, customer service, merchandising, retail management, safety, innovation, onboarding, internships and executive development. Past clients include STAINMASTER® carpet, NAPA Auto Parts, Coca-Cola, Citigroup and Walmart. (Brian served as an associate with Prospero Learning Solutions on some of these projects). Through those projects, Brian has developed strategies for making training effective and shares those strategies with “On The Money” listeners.

To watch the video of this show, CLICK HERE.

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“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

MASTERMIND YOUR LAUNCH: Jonathan Hessing, Austin Schmidt, and Zunair Ukani with Shouty

January 24, 2017 by Mike

Mastermind Your Launch

MASTERMIND YOUR LAUNCH: Jonathan Hessing, Austin Schmidt, and Zunair Ukani with Shouty

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Stefanie Diaz, Jonathan Hessing, Zunair Ukani and Austin Schmidt

Jonathan Hessing/Shouty

Jonathan is a firm believer and advocate for manifesting realities through positive thinking and energy. Through his life he has found that faith and confidence… and consistency will bring happiness to the mind, body, and spirit. Using this outlook, he works with his co-founders to build a company whose platform enables users to make money, as well as view exciting live-streamed content.

Austin Schmidt/Shouty

Austin is a creative thinker and marketing innovator. Family and friends play a big part in his life. Surrounding yourself with the right people is necessary. He believes that positive thinking and hustle are the keys to becoming successful. Believe in yourself to achieve something, but put in the work and hustle to earn it. Along with his co-founders, they are utilizing their complimentary skill sets to change the game in live streaming.

Zunair Ukani/Shouty

Zunair is wanting to copy and paste Jonathan’s biography #twins. He also believes in the concept that everything happens for a reason, and that every occurrence serves a particular purpose into molding an individual into the way he or she is at in their present state. He also believes that the core of human spirituality stems from universal energy in which the manifestation of a desired reality can actually develop. He, alongside his co-founders, aspire to become one of the largest tech leaders from the East Coast. There are only “W’s” for winning, and “L’s” for learning… there is no “losing”.

Stefanie Diaz/Mastermind Your Launch

Stefanie Diaz has always had a keen ability for developing marketing strategies for entrepreneurs, but it’s her ability to position startups for accelerated momentum through personal branding and content marketing that has become the cornerstone to her professional success. Her background includes being a strategic adviser to CEO’s spanning startup phase to over $100 million in annual revenue. She has led strategic partnerships with global retailers and Fortune 500 companies, as well as facilitated multi-million dollar government contracts. There is something magnetic about the energy of startup founders that draws Stefanie in. They’re hungry, driven, and committed to making positive change for themselves and the greater community. Learn more at MastermindYourLaunch.com

Mindy Wolf with Wolf Law Firm, Crosby Olinto with NXGEN, and Sherry Wheat with TeleSales

January 24, 2017 by Mike

North Fulton Business Radio

Mindy Wolf with Wolf Law Firm, Crosby Olinto with NXGEN, and Sherry Wheat with TeleSales

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John Ray, Mindy Wolf, Crosby Olinto, Sherry Wheat, Mike Sammond

Mindy Wolf/Wolf Law Firm

Mindy Wolf with the Wolf Law Firm comes from a family of small business owners. She has many years of experience investigating, evaluating, and negotiating property and casualty claims as a senior claims representative, which has given her a deep understanding of many types of businesses and the risks they face. The combination of her knowledge of small businesses and her experience managing risk has made her a natural fit to help small businesses with their legal needs. Over the years, Mindy’s passion has remained constant. She supports the legal needs of small businesses, their owners and key people. But beyond business, Mindy’s broad skills and experience allows her to also serve her clients and their families with more personal matters, such as traffic violations, personal injury cases, and estate planning. Mindy is the “go-to” person for all of her small business clients. With a vast network of professional connections, Mindy is able to provide referrals for her clients ensuring their needs are met.

Crosby Olinto/NXGEN

NXGEN is a global leader in the electronic payments business. They process credit card and electronic check payments for small businesses located throughout North America and in 13 European Countries. Last year they were presented by the lead association in the payments industry with the STAR Award. This award designates NXGEN as the #1 Merchant Service Provider among it’s peers. Crosby Olinto has managed the Southeast Region for NXGEN for the past five years. He is now an independent consultant for the company, allowing him to devote all of his time to serving his existing clients while expanding his business.

Sherry Wheat/TeleSales

TeleSales is an inside sales team that is associated with a ccllaborative team of business development, marketing and sales experts, skilled in online and offline technologies, specializing in the growth of small and medium-sized businesses.