Mike, Author at Business RadioX ® Page

SIMON SAYS, LET’S TALK BUSINESS: Tim Yoder with Duratec Roofing Solutions and J.C. Laurent with Penon Partners

February 16, 2023 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Tim Yoder with Duratec Roofing Solutions and J.C. Laurent with Penon Partners

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Tim Yoder/Duratec Roofing Solutions

Duratec Roofing Solutions is a commercial roofing company specializing in the coatings and restoration industry along with single-plys. Located in Monticello, GA they service all of Georgia and surrounding states. Their goal is to provide service and quality for long lasting customer relationships.

Jean-Christophe (J.C.) Laurent/Penon Partners

Penon Partners is a consulting firm based in Atlanta specialized in strategy execution in operations, IT,and finance. They work with business leaders who are annoyed by operational inefficiency in these domains and who want to accelerate their business transformation. Their motto is “Reap the benefits of your business transformation”. Too many companies fail at really enjoying the journey of transformation and capturing their benefits. Penon Partners transforms the experience to be successful and make it a pleasant journey as well.

Fraud: How It Can Impact Your Business and How to Prevent It

February 9, 2023 by Mike

Gwinnett Studio

Fraud: How It Can Impact Your Business and How to Prevent It

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Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank.

Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, all episodes of “Regions Business Radio” are available for download on Apple iTunes, iHeartRadio, Spotify, Google Podcasts, or wherever you enjoy your favorite podcasts.

On this special episode, J.D. is joined by Jeff Taylor, Senior VP of Commercial Fraud Forensics & Payment Strategy at Regions; and Randy Wilborn, VP of Treasury Management & Senior Product Manager at Regions. The panel discusses the different types of banking fraud, what to look out for including preventive measures you can take, how it can impact your business, and what to do if your business becomes a victim of fraud.

Randy Wilborn/VP of Treasury Management & Senior Product Manager

In his current position, Randy serves as a product manager for the bank’s treasury management disbursements products, fraud prevention solutions, and payroll card services. With over 25 years of banking and financial services experience, he has held a variety of banking roles. Prior to his current position, he served as as product manager for ACH, EDI (Electronic Data Interchange), and Wire Transfer. Earlier in his career, he worked with BNY Mellon as a product manager for business banking solutions, and at BBVA Compass, he managed commercial retirement and investment accounts, as well as served as a market research analyst.

Jeff Taylor/Senior VP of Commercial Fraud Forensics & Payment Strategy

Jeff leads the bank’s efforts to evaluate, mitigate, and educate commercial clients regarding fraud and the development and execution of the bank’s commercial payments strategy. Prior to this role, he led the treasury management products and services team responsible for payables, receivables, and fraud solutions. Prior to joining Regions in 2014, he held positions in treasury management with SouthTrust and Wachovia, as well as gaining experience in sales and management in other industries.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

Don’t Go Breaking My Heart

February 9, 2023 by Mike

Gwinnett Studio

Don’t Go Breaking My Heart

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On today’s episode, Stephanie continues her series about heart health and explains that what you don’t know can and does hurt you.

Stephanie Wolfe is a business owner and board-certified Health and Wellness Coach. Her life motto is “Live Long and Strong with Passion and Purpose. Help others to do the same!”

Join Stephanie each week for education, inspiration, and a weekly challenge to achieve personal and business wellness. Develop your own personal Wellness Vision. Discover Stephanie’s proprietary CLEAN Concepts and how they have been vastly improving personal and professional business wellness.

Episodes of “Work Well with Stephanie Wolfe” will be devoted to Stephanie’s Wellness Wheel and will include topics of Fitness, Nutrition, Work-Life Balance, Faith, Core Values, Marriage, Family, Friendships, Career, Goal Setting, Wellness Vision Casting, Endorphin Boosting and Stress Busting, and so much more. You may think you know what you need to know, but what if you don’t?

Subscribe now to “Work Well with Stephanie Wolfe” to start your wellness journey with your board-certified health and wellness coach!

About Stephanie Wolfe

Stephanie received her Health Coach Certification in 2014 and went on to receive her Master Certification in 2016, both from the Dr. Sears Wellness Institute, founded by world-renowned physician and author, Dr. William Sears. The Institute is a leader in science-based health and wellness education that focuses on a whole health experience including a strong nutritional foundation.

Stephanie continued her education and training to become a National Board Certified Health and Wellness coach in 2017. This training allows Stephanie to work with clients individually through a step-by-step process using advanced coaching methods, offering them full access to resources and tools to support them throughout the entire coaching process. Board Certification is the foundation of her success using coaching methods such as motivational interviewing and appreciative inquiry to assess the stages of change and provide each client with individual attention as they gain momentum towards their health and wellness goals.

Presented by

Carter Eddings with Neighborhood TV and Summer Britt with Mortgage Pro Loan Services

February 9, 2023 by Mike

Gwinnett Business Radio

Carter Eddings with Neighborhood TV and Summer Britt with Mortgage Pro Loan Services

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Steven Julian, Summer Britt, Carter Eddings, Harper Lebel

Carter Eddings/Neighborhood TV

Neighborhood TV is the micro-local broadcast quality news and entertainment channel dedicated to serve communities in the Atlanta market.

Summer Britt/Mortgage Pro Loan Services

The mission at Mortgage Pro Loan Services is to set a high standard in the mortgage industry. They are committed to quality customer service by putting the people they serve first. Their goal is to carefully guide you through the home loan process so you can confidently select the best mortgage for you and your family from the many mortgage options that they offer.

Gwinnett Business Radio is presented by

MORE THAN MORTGAGES: Today’s Real Estate

February 8, 2023 by Mike

Gwinnett Business Radio

MORE THAN MORTGAGES: Today's Real Estate

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Ben Baker, Katrina Lucisano, Alison Crawford

Ben Baker/Baker & Summy, PC

Baker & Summy, PC is a real estate, estate planning, and business law firm serving the Atlanta metropolitan area and all of Georgia. Their goal is to provide their clients with the highest standard of quality in all that they do. They pride themselves on being accessible, approachable, and innovative. The firm is dedicated to providing personalized service to their clients in an efficient manner.

Alison Crawford/Keller Williams – Crawford Real Estate Group

Crawford Real Estate Group offers personalized customer service, combined with expertise and talent, to help you buy or sell your home. They treat every home sale like it’s their own and put together a customized plan, since every home sale and circumstance is unique.

Katrina Lucisano/Silverton Mortgage

Founded in 1998, Silverton Mortgage is an acknowledged industry leader within the mortgage community. They’ve always believed that maintaining the entire loan process in-house keeps everyone involved: borrower, real estate agent, and Silverton Mortgage. One team, one goal. ‍Because of their collaborative culture, they are honored to continually be recognized with the industry’s leading customer satisfaction rankings and stunning growth as they continually expand their lending footprint. Success is always a team effort. At Silverton Mortgage, they credit their years of success to the trust of their clients and the hard work of the talented individuals on their team.

Proudly Presented by

Lisa Blaurock, President of 5Strands

February 3, 2023 by Mike

Celebrating Powerhouse Women

Lisa Blaurock, President of 5Strands

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Amanda Pearch Marmolejo and Lisa Blaurock

Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it’s in business, philanthropy, public service, or elsewhere.

Lisa Blaurock/5Strands

In 2017, a mom (Lisa) started her mission to create transformation and change within the healthcare system. 5Strands started it’s foundation in the gluten free industry. The 5Strands team traveled to tradeshows, got on the ground, and started spreading awareness about gut health and food intolerances. The functional health assessment 5Strands provides leads to many solutions for “unsolvable” health problems. Those who are truly ready to experience a positive transformation can trust the people at 5Stands to help lead to movement.

Celebrating Powerhouse Women is presented by

Show Your Heart Some Love

February 2, 2023 by Mike

Gwinnett Studio

Show Your Heart Some Love

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On today’s episode, Stephanie explains how to love your heart, keep it healthy, happy, and working long and strong.

Stephanie Wolfe is a business owner and board-certified Health and Wellness Coach. Her life motto is “Live Long and Strong with Passion and Purpose. Help others to do the same!”

Subscribe now to “Work Well with Stephanie Wolfe” to start your wellness journey with your board-certified health and wellness coach!

About Stephanie Wolfe

Presented by

Dani Kortava with Healing Hypnosis with Dani

February 2, 2023 by Mike

Gwinnett Business Radio

Dani Kortava with Healing Hypnosis with Dani

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Steven Julian, Dani Kortava, Harper Lebel

Dani Kortava/Healing Hypnosis with Dani

Healing hypnotherapy can guide others towards personal freedom and eliminate fear, phobias, feeling overwhelmed, stress, imposters syndrome, weight loss, smoking, and more. Healing Hypnosis with Dani guides others towards gentle healing from deep within, empowering all walks of life to step back into their true purpose.

Gwinnett Business Radio is presented by

PHELAN & MYERS 2 FOR 20: What To Expect From The Markets and Economy in 2023

February 1, 2023 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: What To Expect From The Markets and Economy in 2023

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Mark Luschini, Kevin Myers, Scott Phelan

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Mark Luschini
Chief Investment Strategist, President and Chief Investment Officer, Janney Capital Management

Mark Luschini is Janney’s Chief Investment Strategist and leads the Investment Strategy Group, which sets the firm’s view on macroeconomics as well as the equity and fixed income markets. In addition, Mark is the President and Chief Investment Officer of Janney Capital Management (JCM), the asset management subsidiary of Janney Montgomery Scott. Under his leadership, JCM has delivered comprehensive solutions across its suite of investment strategies and has assets under management of approximately $3 billion.

As Chief Investment Strategist, Mark serves as the firm’s investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

Mark joined Janney as part of the Parker Hunter merger in 2005 and has spent more than 30 years in the investment industry. He frequently utilizes his experience to speak on topics related to investment planning and asset management at seminars, conferences, and in the media. Mark holds his B.A. and M.B.A. from Gannon University. Media appearances include CNBC, The Philadelphia Inquirer, Philadelphia Business Journal, and Pittsburgh Business Times.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.