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SECRETS OF EFFECTIVE NETWORKING: Will Caraway with Chief Networking Executive

July 1, 2015 by Mike

On the Money
On the Money
SECRETS OF EFFECTIVE NETWORKING: Will Caraway with Chief Networking Executive
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Joe Moss, Will Caraway
Joe Moss, Will Caraway

I’m not any good at networking. I don’t like it when people come up and try to sell me stuff I don’t need, don’t want, and can’t afford. I’m not getting any referrals from the networking groups I go to. How do I get out of a annoying conversation? When is a good time to go networking?

Those questions and more are answered on this episode of “On the Money“. Host Joe Moss interviews Will Caraway on how to network effectively. He tells you how many people network incorrectly and shares secrets on how to network effectively.

Will Caraway/Chief Networking Executive

Will Caraway, Chief Networking ExecutiveWhy are people buying from you? Is it because of your company, your service, or your price? No! It’s because of YOU. They are buying you. This is the best-kept secret in the sales industry today. The only exception to this rule is if your product is the only one in the entire world.

Will Caraway with Chief Networking Executive says you are always networking. Every time you talk to a neighbor, an acquaintance, a stranger or even a present client.

What should I say in my elevator pitch? Never, never, never tell them what you do! Instead tell them why you are passionate about what you do. Tell them a story about how your product or service has eliminated a problem for one of your clients and how it will prevent one from happening in the future.

Three components of successful networking. 1.Chemistry 2 Being perceived as the “go to” person or professional in your industry 3. Solve a problem now or prevent one from happening in the future.

—————————————————————————————————————

“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.

Embassy black & gold27-33-76-02

Tagged With: effective networking, Embassy Bank, Embassy National Bank, networking, On The Money, On The Money Radio, secrets of networking, small business networking, Will Caraway, will carraway

Kim Carswell with Persona Affairs and Artie Jones with City of College Park

June 26, 2015 by Mike

Business Leaders of Today
Business Leaders of Today
Kim Carswell with Persona Affairs and Artie Jones with City of College Park
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Business Leaders of Today June 26, 2015

Kim Carswell/Persona Affairs

Kim Carswell, Persona AffairsAtlanta-based businesswoman Kim N. Carswell is the owner of Persona Affairs, a firm that offers personal branding and social media engagement services for professionals and small to mid-size businesses. In 2013 Persona Affairs co-founded the Pink Power MasterMind Conference for Women and continues to partner with Microsoft and the WNBA Atlanta Dream in producing the professional development event for career and business women at Philips Arena. The event holds true to the mission of empowering women’s economic growth through leadership mentorship and entrepreneurship.

Artie Jones/City of College Park

Artie Jones, City of College Park

Named one of Atlanta Magazine’s “Best Places To Call Home” in April 2003, the City of College Park has become one of the most exciting communities in the greater metropolitan Atlanta area in which to live. A well-established community with an individuality all its own, College Park is located near the Hartsfield-Jackson Atlanta International Airport, Interstates I-85 and I-285, the CSX Railroad and Metropolitan Atlanta Rapid Transit Authority (MARTA). Residents and visitors alike will find that this revitalized city offers the best of Southern hospitality in its city services, local restaurants, lodging accommodations, parks and recreation, and community events.

College Park has all the benefits of a large city, while preserving the neighborliness of a hometown. Its close proximity to Atlanta provides residents and visitors alike with easy access to colleges and universities, shopping and other places of interest.

Originally known as Manchester and incorporated in 1895, College Park is home to Cox College, Woodward Academy and more than 850 properties listed on the National Register of Historic Places. The town’s avenues and streets take their names from Ivy League colleges and influential College Park residents.

Tagged With: Kim Carswell, kim n. carswell, Leadership, leadership mentoring, mastermind conference, mastermind conference for women, Persona Affairs, personal branding, pink power, pink power conference for women, pink power mastermind, pink power mastermind conference, pink power mastermind conference for women, Social Media, tess turrin, vocalogic, women careers, women entrepreneurship

The “Planning” Stage of Estate Planning

June 24, 2015 by Mike

Gwinnett Studio
Gwinnett Studio
The "Planning" Stage of Estate Planning
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Adam Gaslowitz, Robert Port, John Howard, Richard Morgan

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the “planning” stage of estate planning with their guests John Howard and Richard Morgan.

John Howard/Resource Planning Group

John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration). He began his career as a Certified Public Accountant with Arthur Andersen. He then earned his Juris Doctorate from the Emory University School of Law. He is also a CERTIFIED FINANCIAL PLANNER™, founding RPG in 1991. He is a member of the Fee-Only ® National Association of Personal Financial Advisors (NAPFA), the Georgia Society of CPAs, the State Bar of Georgia, and the Atlanta Bar Association. He is also a Charter Member of Kingdom Advisors, a network of Financial Advisors committed to giving financial advice that is grounded in biblical principles. John was named one of the Top 100 People in Georgia Banking and Finance by the Atlanta Business Chronicle from 2006 through 2009. He has also been identified as a FIVE STAR: Best in Client Satisfaction Wealth Manager since 2008 by Atlanta Magazine. John is a 2005 graduate of Leadership Sandy Springs. He serves on the Board for Kaleidoscope ABA, Inc., a nonprofit school serving children with Autism Spectrum or related disorders, and the Board of Advisors for the Bank of Sandy Springs.

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

LinkedIn: https://www.linkedin.com/company/resource-planning-group

Twitter: https://twitter.com/rpgplanner

Richard Morgan/Morgan & DiSalvo, P.C.

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo was again named in U.S. News & World Report and Best Lawyers.com “Best Law Firms” ranking for 2015. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 10 law firms in the Metro Atlanta area.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard also serves on the Executive and Legislative committees of the Fiduciary law section of the Georgia Bar Association.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 50 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received is B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Facebook: https://www.facebook.com/pages/Morgan-DiSalvo-PC/118280784932490

LinkedIn: https://www.linkedin.com/company/morgan-&-disalvo-p.c.

YouTube: https://www.youtube.com/user/MorganDisalvo/videos

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.

If you would like to listen to 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

 

Tagged With: estate attorneys, estate lawyers, estate planning, fiduciary law, Gaslowitz Frankel, resource planning group, richard morgan, Robert Port, Wealth Matters, WEALTH MATTERS RADIO, wealth planning

STRATEGIC INSIGHTS RADIO: Traditional and Alternative Funding for Small Business

June 18, 2015 by Mike

Gwinnett Studio
Gwinnett Studio
STRATEGIC INSIGHTS RADIO: Traditional and Alternative Funding for Small Business
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Tom Briggette, Thomas Rockwood, Vlad Rusz, Kevin Williams, Chris Williams

Welcome to Strategic Insights Radio presented by Sterling Rose Consulting Corp. This episode will discuss “Traditional and Alternative Funding Sources that Small Business Owners May Not Be Aware Of”.

Kevin Williams/Executive Advantage

Kevin Williams is the CEO of Executive Advantage, Inc. with a Master License to Personal Business Advisor, LLC (PBA). Kevin’s experience crosses the globe working with some of the largest retailers, professional sports teams, and other high profile institutions such as Noritsu and Kodak. He has extensive experience in sales, marketing, service and operational management.

Personal Business Advisors, based out of Texas, is a 13-year-old company conducting business domestically and internationally. PBA works with executives that are ready to move from the corporate world into entrepreneurialism, with franchises to grow its base through the hundreds of PBA Senior Advisors, and with start-up entities to find funding and executive support for desired growth.

Personal Business Advisors helps start-up companies find cash and C-level executives to launch their business. They also work with a large portfolio of franchises to bring the franchisor qualified franchisees. Working with experienced and highly successful candidates on a daily basis is their specialty.

Chris Williams/Executive Advantage

Chris Williams is the COO of Executive Advantage, Inc. and a Senior Advisor for Personal Business Advisors. His background experience is in real estate, sales and consulting.

 


Tom Briggette/Rosemont Capital Solutions

Tom Briggette, VP of Sales for Rosemont Capital Solutions, is an alternative lender for small businesses to medium sized businesses. Briggette began his lending career in 1993 with Transmedia Network, a pioneer in the advance purchase of future sales and receivables, known as today as Rewards Network. Leading a sales team of nearly 100, Briggette contracted with thousands of restaurants, facilitating millions of dollars in financing transactions. A few years later, as a former operating partner in the restaurant industry, Tom’s entrepreneurial spirit and passion for helping small business owners be successful brought him back to what he knows and loves best. Partnering with former colleagues at Pioneer Capital Group, Briggette founded Rosemont Capital Solutions in 2014.

Rosemont Capital Solutions helps small business owners secure the financing they need to grow or improve their business. They help clients who are unable to secure banks loans by helping them secure access to capital via: bridge and short term financing, ability to establish a line of credit, or asset based loans through purchase order, invoice, equipment, or inventory factoring.

Thomas Rockwood/Brand Bank

Thomas Rockwood, an SBA and USDA Lending Business Development Officer and Government Guaranteed Lending Specialist with Brand Bank, has over 12 years of experience in Commercial Lending, Financial Assistance, Public Speaking, Sales, Banking, and Marketing. Rockwood’s specialties include SBA 7a, SBA 504 Commercial Real Estate, Owner Occupied and Partial Owner Occupied Commercial Real Estate, Non-Owner Occupied Investor Real Estate, Secured Lines of Credit tied to Commercial Property, Conventional Term Loans, USDA Guaranteed Loans, Business Purchases, Partner Buyouts, Equipment Finance, Franchise Start-ups, Commercial Real Estate Refinance and Acquisition, Business Acquisition Financing and Cash Management Products.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

About Sterling Rose Consulting Corp

Sterling Rose Consulting Corp.is a full-service marketing, financial and business consulting firm. They incorporate multi-channel and multi-vertical knowledge and best practices into targeted and actionable online and offline marketing, public relations, advertising, business consulting, business operations, business planning, market research, competitive intelligence, accounting, finance and growth strategies. Sterling Rose has successfully created and launched over 250 marketing plans, 500 investor ready business plans and 1,000 market/competitive research reports. 92% of their business plans have resulted in acquisitions of SBA, Angel, and Series A Factoring, among others.

updated photo

Tagged With: executive advantage, executive advantage inc, kevin williams, personal business advisor, personal business advisors, rosemont capital solutions, small business, small business funding, small business lending, sterling rose, sterling rose consulting, sterling rose consulting corp, strategic insights, strategic insights radio, Thomas Rockwood, tom briggette, traditional funding, vlad rusz

COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners

June 17, 2015 by Mike

On the Money
On the Money
COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners
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Joe Moss, Chris Marinac
Joe Moss, Chris Marinac

Host Joe Moss takes you inside the world of community banking with special guest Chris Marianac of FIG Partners.

Chris Marinac/FIG Partners

FIG Partners is an employee-owned broker/dealer specializing in financial institutions. Their expertise includes independent research on nearly 120 public bank stocks and the industry at large, completion of over 100 transactions to raise new capital and provide strategic advice, and OTC market-making for 800+ banks nationwide. FIG Partners has strong capabilities in their four key disciplines: Equity Research, Investment Banking, Equity Sales & Trading, and Fixed Income

—————————————————————————————————————

“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.

Tagged With: credit, Embassy Bank, Embassy National Bank, FIG Partners, investing, investments, loan, loans, money, On The Money, On The Money Radio, small business, small business investing, small business loans, Social Media, Twitter

MANAGING A SMALL BUSINESS IN A GROWING ECONOMY: Marie Fratoni with Gets Clients Everywhere and Doug Ireland with Freeland Painting

June 10, 2015 by Mike

On the Money
On the Money
MANAGING A SMALL BUSINESS IN A GROWING ECONOMY: Marie Fratoni with Gets Clients Everywhere and Doug Ireland with Freeland Painting
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Joe Moss, Marie Fratoni, Doug Ireland
Joe Moss, Marie Fratoni, Doug Ireland

On this episode of “On the Money”, host Joe Moss discusses managing a small business in a growing economy with guests Marie Fratoni and Doug Ireland.

Marie Fratoni/Gets Clients Everywhere

Get Clients Everywhere is a company that provides events, workshops and coaching for entrepreneurs so they create great programs, find the right clients, and make more money. They teach how to create long-term sustainable businesses with predictable income.

 

Doug Ireland/Freeland Painting

The mission at Freeland Painting is to bring excellence to their clients through home repairs. Painting, roofing and general renovations are not a unique business, but Freeland Painting & Construction intends to be unique within this industry. They believe that their customer’s fulfillment and happiness is the ultimate goal and their only assignment. They believe that only by serving their customers FIRST can they then serve their employees, suppliers and families.

—————————————————————————————————–

“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.

Tagged With: doug ireland, Embassy Bank, Embassy National Bank, entrepreneur coaching, entrepreneur events, entrepreneur workshops, Entrepreneurs, freeland painting, freeland painting & construction, Get Clients Everywhere, Gwinnett, home repairs, Marie Fratoni, On The Money, On The Money Radio, roofing, siding, small business, small business coaching, small business events, small business tips, small business workshops

BUSINESS MATTERS presented by Incentive Solutions

June 9, 2015 by Mike

Gwinnett Studio
Gwinnett Studio
BUSINESS MATTERS presented by Incentive Solutions
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Luke Kreitner, Celeste Simmons, Steve Damerow
Luke Kreitner, Celeste Simmons, Steve Damerow

Luke Kreitner/Loyaltyworks

Loyaltyworks is a 35 year-old debt-free employee managed award winning technology firm based in Atlanta whose cloud based platform helps companies manage multiple employee and sales loyalty or incentive programs simultaneously. The company has 40 employees and has been awarded Inc 5000 and Best and Brightest Place to Work by National Association of Business Resources.

Getting maximum impact, Loyaltyworks creates and manages full-service incentive, loyalty and reward solutions that maximize the impact of the people and relationships that drive your business results.

Celeste Simmons/Big Social Marketing

Social marketing has changed the way companies do business. Big Social Marketing helps companies create daily content, post it, and then manage the responses.

There are lots of opportunities in social marketing that individuals and businesses should be using to get ahead, and stay ahead. If you want your company to be seen and heard, you have to be social. Social media is an indicator of what people are looking for, and what Google looks for as well. Your social marketing strategy will determine your business success, or its failure.

If you have not done much social media, then you need a social media campaign focused on getting your message or brand recognized. Big Social Marketing can help! They can manage many different social networks for you, and all without frustration. They make a focused plan for you, then make a schedule for updates, and start writing – with your brand as the focus! They create buzz for your brand with social media as the messenger.

About Incentive Solutions: 

Steve Damerow, host of Business MattersSteve Damerow, the host of “Business Matters“, is the founder and CEO of Incentive Solutions along with Loyaltyworks. He earned a MBA and Masters in Economics, that has helped him propel the respective incentive firms into the forefront of the loyalty industry.

“Technology making incentive rewards easier.”

Incentive Solutions is a 21-year-old debt-free, employee-managed incentive marketing agency that uses the “cloud” and mobile app’s to manage and communicate sales incentives to in-house employees, distributor/dealer/value added resellers utilizing 3 primary reward vehicles.

1. Group incentive travel and sales meetings

2. World’s largest online rewards mall

3. Choice of 155 retail gift cards or prepaid VISA debit cards

Incentive Solutions is an Inc. 5000 company, voted “Best & Brightest Place to Work Atlanta” two consecutive years, and BBB++ rated.

Business Matters pre-show

IncentiveSolutions_An_ISI_Company_Logo

Tagged With: employee loyalty programs, facebook advertising, facebook marketing, incentive, incentive solution programs, incentive solutions, isi company, linkedin advertising, linkedin campaigns, linkedin marketing, loyalty programs, loyalty works, loyaltyworks, luke kreitner, managing social networks, marketing, marketing agency, online rewards mall, onlinerewards, reward solutions, sales loyalty programs, social marketing, social marketing company, social marketing strategy, Social Media, social media company, social media marketing, social networks, steve damerow, technology firm, twitter campaigns, twitter marketing, website marketing, websites

Bruce Sharp with BB&T and Ray Ramu with Saia, Inc.

June 4, 2015 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
Bruce Sharp with BB&T and Ray Ramu with Saia, Inc.
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Mike Sammond, Bruce Sharp, ray Ramu, Steven Julian
Mike Sammond, Bruce Sharp, Ray Ramu, Steven Julian

Bruce Sharp/BB&T

BB&T is a fast-growing full-service financial institution that has been existence for over 140 years. The bank reports assets of over $180 billion and is highly rated by the credit agencies. Although the organization is a significant regional company, the approach of its professionals is to lead with advice by meeting regularly with clients, face to face, in order to better understand their needs so solutions might be customized at the local level.

The Mission of BB&T is to make the world a better place by helping clients achieve economic success and financial security, by providing an environment where their associates can learn, grow and be fulfilled in their work, by helping their communities be better places to live, and by generating a safe and sound investment for their shareholders over the long-term. The associates of the bank cannot execute successfully on this mission without a strict adherence to the bank’s core values, with the foundational values of honesty and integrity being integral to the success of the bank since 1872.

Ray Ramu/Saia, Inc.

Saia, Inc. (NASDAQ: SAIA), with 2014 revenues of $1.3 billion, offers customers a wide range of less-than-truckload, non-asset truckload, and logistic services through their three operating service groups: Saia LTL, Saia Logistics Services, and LinkEx. The company operates 147 terminals in 34 states and is home to the industry-exclusive Customer Service Indicators and Xtreme Guarantee. With headquarters located in Johns Creek, GA, Saia employs 9,000 people nationwide. In addition to its headquarters, Saia’s operations in Georgia include terminals in Athens, Augusta, Ellenwood and Savannah. The company has close to 1000 employees working at the five facilities.

Tagged With: duluth bank, financial institutions, gwinnett bank, Gwinnett Business Radio, Inc., less than truckload, linkex, Logistics, logistics services, ltt, non-asset truckload, ray ramu, raymond ramu, regional bank, saia, saia logistics, saia logistics services, saia trucking, transportation services, trucking, truckloads

THE DENTISTRY BUSINESS: Dr. Frank Clayton with Clayton Dental

June 3, 2015 by Mike

On the Money
On the Money
THE DENTISTRY BUSINESS: Dr. Frank Clayton with Clayton Dental
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Joe Moss, Frank Clayton
Joe Moss, Frank Clayton

Dr. Frank Clayton with Clayton Dental discusses the business of being a dentist on “On the Money” with host Joe Moss of Embassy National Bank.

Dr. Frank Clayton/Clayton Dental

Frank Clayton, Clayton DentalClayton Dental is a cosmetic dental office in Suwanee, GA. Outside of clinical dentistry, Dr. Clauyton focuses on the business of dentistry. He has lectured internationally for over ten years and trained sales staffs on selling to dentists. He serves on a dental advisory board and corporate board for Affinity Bank in Atlanta. He graduated from the Terry College of Business at UGA with an International Business BBA. He speaks German and works with German dental companies looking to expand their market in the U.S. He tends to act as a connector among patients who own small businesses as he sees a variety of people and professions.

—————————————————————————

“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.

Frank and Joe at Business RadioX

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