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Ehab Jaleel, Amana Academy Charter Schools

April 25, 2022 by John Ray

Amana Academy
North Fulton Business Radio
Ehab Jaleel, Amana Academy Charter Schools
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Amana Academy

Ehab Jaleel, Amana Academy Charter Schools (North Fulton Business Radio, Episode 448)

With a diverse population of over eight hundred students, Amana Academy Charter School is a unique K-8 school using the Expeditionary Learning (EL) model for its curriculum. Ehab Jaleel, Executive Director, and host John Ray talked about the EL learning model, what the children learn and experience, the partnership with the Girl Scouts of Greater Atlanta which has resulted in their new West Atlanta Campus, and much more.

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

Amana Academy Charter Schools

Amana Academy is a K-8 tuition-free public charter school open to all students who are eligible to attend Fulton County Schools.

Considered among the most well-regarded charter schools in the state of Georgia, Amana Academy’s Alpharetta campus was established in 2005 and authorized by the Georgia Department of Education and the Fulton County Schools system.

Amana chose the Harvard-based EL Education (Expeditionary Learning) model* because of its equal emphasis on academic achievement and character education. With high standardized test scores, an integrated STEM curriculum, a focus on stewardship and ethical character, and Arabic world-language instruction across all grade levels, Amana is a success story in the world of whole-child education.

Website | LinkedIn | Facebook | Twitter

Ehab Jaleel, Executive Director, Amana Academy Charter Schools

Ehab Jaleel, Executive Director, Amana Academy Charter Schools

Ehab Jaleel has a zeal for pursuing innovation and mobilizing new ventures with an eye toward making a difference in his community and the world. He aspires to be a “weaver”—building community connections and weaving a rich social fabric.

A graduate of the Leadership Atlanta class of 2016, Ehab is a corporate professional turned nonprofit leader/educator. He is Executive Director of Amana Academy Charter Schools, an emerging network of metro-Atlanta public schools. He co-founded Amana’s flagship school in 2005 in Alpharetta, GA, a STEM-themed EL Education credentialed Title-1 school that is among the highest performing schools in Georgia. Amana’s first replica school is in partnership with Girl Scouts of Greater Atlanta at their Camp Timber Ridge.

Ehab’s education and community focus extends to a number of organizations including the Greater North Fulton Chamber of Commerce’s Tech400 Committee, the Advisory Council for North Fulton Community Charities, as a board member of the Atlanta International Night Market, and as a Regional Director for the Georgia Tech President Scholars Selection Committee. He led the governance committee on the Board of Directors for the Georgia Charter Schools Association, and he served as a board member at U-Beyond, a youth mentorship & professional development organization. 

In 2014 Ehab was included in the list of Georgia’s 100 Most Influential Muslims; and in 2015, The Alif Institute recognized him with the Arab American High Achiever award.

Born in Jordan, Ehab immigrated to the United States at the age of six and resided in Albany, NY until his family moved to Florida’s Tampa Bay area.  He has also lived in Louisville, KY while working for General Electric, but most of his adult life has been in metro-Atlanta where he earned degrees in Mechanical Engineering and Applied Psychology from the Georgia Institute of Technology, and where he worked at The Coca-Cola Company’s headquarters in operational marketing and innovation roles for fifteen years.  

Ehab resides in Milton, Georgia with his wife Lara ‘Lemiya’ Alexander. They have three adult daughters, the eldest an equestrian, the second a veteran of the U.S. Army’s 82nd Airborne Division, and the youngest attending his alma mater studying Environmental Public Policy and minoring in Japanese.  He is a foodie who enjoys global travel, fitness, outdoor adventure, and following Formula 1 racing.

LinkedIn

Questions and Topics in this Interview:

  • What are charter schools? How did Amana get started?
  • Why did you make the switch from the corporate world to running a school?
  • How do you see yourself fitting into the North Fulton landscape?
  • What is the student experience at Amana? How does it benefit them? Where do your students come from?
  • How do families find you?
  • Where do they go after 8th grade?
  • Education was in the news quite a bit during the pandemic. How did your school navigate it; and how will emerging trends affect your organization and the education sector in general? Are there lessons for leaders?
  • We hear you are expanding with a very innovative partnership with Girl Scouts. Tell us more about that.
  • What local partnerships do you have going?
  • How can the community get involved and help with your mission?

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Amana Academy Charter Schools, charter schools, education, Ehab Jaleel, Fulton County Schools, Girl Scouts, Girl Scouts of Greater Atlanta, North Fulton, North Fulton Business Radio, renasant bank

Iris Grimm, Dog-Gone Leadership

April 1, 2022 by John Ray

Dog-Gone Leadership
North Fulton Business Radio
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Dog-Gone Leadership

Iris Grimm, Dog-Gone Leadership (North Fulton Business Radio, Episode 446)

Iris Grimm, an executive and leadership coach for over two decades, developed a leadership program based on our relationships with dogs called Dog-Gone Leadership. She joined John Ray in the studio to share how this idea came to be, how she uses the metaphor of relationships with dogs to assist her clients, who she loves to work with, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Iris Grimm (Master Performance Inc.)

For the past 21 years, Iris has guided executives, small business owners, and leaders in a variety of capacities and industries to reach the next level(s) of their success.

Their definition of success is as unique as their paths:

  • be more effective in their role as a leader, hence supporting their team better and having them be more engaged
  • start/expand their business or their career promotion in a purposeful way,
  • create more balance between work and personal life,
  • get out of their own way and show up at a better version every day and many more.

All these goals require an upgrade on inner leadership, trust in oneself and others, as well as letting go of unproductive habits, mindsets, and approaches.

Dog-Gone Leadership

Dog-Gone Leadership is a unique and innovative approach to optimizing performance in your company by utilizing canine relationships. Stop feeling resigned to the status quo and create better outcomes and connections with ease.

Dogs are not just (wo)men’s best friends. They can mirror our behavior and thinking. They reflect our leadership and energy. They can reveal our blind spots. They uplevel our performance and commitment.

Therefore, dogs are ideal partners for creating more conscious leaders, whether they are already in an official leadership position or not.

Dog-Gone Leadership with Iris Grimm steps outside of the conventional leadership development box.

  • Dogs shake off their stress with ease. Great leaders shake their stress off quickly and return to an emotional state that serves the situation best.
  • Dogs can read the energy of a room very quickly. Great leaders can read the energy in the room and adjust their style/approach accordingly.
  • Dogs let go of the past quickly (unless the humans get in the middle of it). Great leaders take nothing personally and let go of any grudges and conflicts swiftly.
  • Dogs reflect our leadership in vivid pictures and behaviors. Great leaders surround themselves with coaches and teachers who point out blind spots and challenge them to grow.

We take the boring out of leadership development and infuse playfulness, love, mindfulness, surrender, commitment, and many more leadership principles and skills that we can learn from dogs.

Dog-gone leadership is merging leadership performance with canine guardianship  – pulling out analogies, pointing out differences, and applying principles and skills with the dog that can be translated into the business world. This program is about bringing the best out of everyone – the leader, their team, and the dog.

As a result, participants transform their leadership with, from, and for their dogs – making this a win-win-win situation.

Company website | LinkedIn | Facebook

Iris Grimm, Executive/Leadership Coach & Trainer, Master Performance, Inc. and Dog-Gone Leadership

Iris Grimm, Executive/Leadership Coach & Trainer, Master Performance, Inc. and Dog-Gone Leadership

Iris Grimm has been in the coaching and training industry for over 20 years. Whether her clients are executives in larger companies, business owners, or entrepreneurs, she loves to support them in creating richer experiences in their lives and work.

Iris is also the founder of Dog-Gone Leadership, an experimental training program where her clients transform their leadership with, for, and from their dogs. Her love for dogs and her extensive experience with dogs, combined with her devotion to support people to perform better as leaders, makes her training programs engaging, practical, and life-changing.

When she is not meeting with her clients, Iris loves to hike with her dogs and spends time in nature.

LinkedIn

Questions and Topics in this Interview:

  • What is the focus of Dog-Gone Leadership?
  • How did you come up with this concept?
  • With the pandemic, many people finally adopted a dog since they work from home. And once they returned to the office, they felt reluctant leaving their dog at home by themselves. What is your opinion about pet-friendly workplaces?
  • When you present this program in companies, does every participant have to bring their dog?
  • Is having a dog a requirement to participate in the Dog-Gone Leadership program?
  • What lessons can we learn from dogs?

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Dog-Gone Leadership, dogs, executive coach, executive coaching, Iris Grimm, Leadership, leadership coaching, Master Coaching, North Fulton Business Radio, renasant bank

Elizabeth Warren, Tower Roofing

March 25, 2022 by John Ray

Tower Roofing
North Fulton Business Radio
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Tower Roofing

Elizabeth Warren, Tower Roofing (North Fulton Business Radio, Episode 445)

Elizabeth Warren, Director of Business Development at Tower Roofing, talked with host John Ray about the services Tower Roofing offers. She explained when you might need to contact them, their methods of replacing and cleaning roofs, why you should never pressure wash your roof, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Tower Roofing

Tower is a specialized commercial, industrial, and residential roofing contractor based in Marietta.

For the past 36 years, they have served our satisfied clients all over Atlanta and the surrounding counties and cities.

Being a leader in the Georgia roofing market since 1985 means we can provide you with the stability, strength, and quality you need. They are dedicated to working with you to implement a solution that meets your needs, from roof system installation to roof repair.

At Tower Roofing, they strive to provide only the best roofing products and services to our customers with an absolute commitment to customer service.

Company website | LinkedIn | Twitter | Facebook

Elizabeth Warren, Director of Business Development, Tower Roofing

Elizabeth Warren, Director of Business Development

After moving back to her home state of Georgia, Elizabeth is Tower’s Director of Business Development. She grew up in Columbus, Georgia, and moved herself to Manhattan to attend college. Elizabeth went to the Fashion Institute of Technology where she studied Fashion Business Management, International Trade Marketing, English, and Product Development.

In her free time, she enjoys being outside and baking!

LinkedIn

Questions and Topics in this Interview:

  • When to call Tower
  • When to replace a roof
  • How do you clean a roof?
  • Issues with gutters
  • Roof vents
  • Commercial roofs
  • The areas Tower serves

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: attic ventilation, commercial roofing, gutters, North Fulton Business Radio, renasant bank, residential roofing, shingles, Tower Roofing

Jay R. Weiser, Jay Weiser Consulting

March 21, 2022 by John Ray

Jay Weiser Consulting
North Fulton Business Radio
Jay R. Weiser, Jay Weiser Consulting
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Jay Weiser Consulting

Jay R. Weiser, Jay Weiser Consulting (North Fulton Business Radio, Episode 444)

Jay R. Weiser, Principal and Founder at Jay Weiser Consulting, helps his clients thrive in the face of disruption and uncertainty. He and John Ray discussed the need to be prepared and responsive, how his experience informs his approach, his Five Leadership Superpowers™ needed to drive and sustain change, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Jay Weiser Consulting

Choosing the right consultant for your organization is very important. You do not want to just pick anyone.

You want to choose a partner that

  • Puts your organization’s interests first

  • Takes the time to understand the organization and its challenges/opportunities

  • Works collaboratively with leadership to frame and solve its problems

  • Enables the organization to solve today’s AND prepare for tomorrow’s challenges

  • Is enjoyable to work with and sits alongside, not across from, you

That is a tall order, but you deserve nothing less. That is how Jay works.

Jay Weiser Consulting is right for you if you want a:

Catalyst – Who challenges the status quo, increases awareness, creates urgency, drives decision-making, and mobilizes the organization.

Challenger – Who asks tough questions, stretches the team’s thinking, helps them see and think differently, and brings in new perspectives.

Integrator – Who helps synthesize information from inside and outside the company, converts it into actionable insights to inform and drive decision-making.

Guide and Navigator – Who, with leadership, determines where to go, charts the course, prepares for the journey, and foresees and manages risks on the way.

and a Force Multiplier – Who amplifies and extends leaders’ efforts and impact, ensures focus on the most important and accelerates the time to results.

Faced with disruptions and uncertainty, leaders must make a choice.

Do they want to be CAPTIVES, victims of circumstances and at the mercy of others, OR CAPTAINS, leaders prepared to take charge, enable the organization, and confidently and successfully steer it to its destination? Ready to be a captain? If so, talk with Jay now.

Company website | LinkedIn | Twitter | YouTube | Facebook

Jay R. Weiser, Principal and Founder, Jay Weiser Consulting

Jay R. Weiser, Principal and Founder, Jay Weiser Consulting

Jay Weiser is the Principal and Founder of Jay Weiser Consulting. His practice is dedicated to enabling leadership teams and their organizations and individual leaders to not only survive but thrive in the face of disruptiveness and uncertainty. Leaders need a new set of capabilities to succeed in this turbulent environment.

Jay developed a leadership capability framework, THE FIVE LEADERSHIP SUPERPOWERS™ to address this very need. Through his advisory services, educational offerings, and speaking, he helps them build, apply, and sustain these SUPERPOWERS. By doing so, clients improve their overall preparedness and readiness, dampen downside risk from disruptions and uncertainty, recover and rebound faster, and pounce on opportunities faster amplifying their returns and value delivered to stakeholders.

Jay has a passion for helping clients sustainably create value at the intersections of strategy, organization (and leadership) and operations, no matter the context. He is an integrative thinker and continuous learner fueled by an insatiable curiosity to find the right, best way to do this for his clients. Knowing one size does not fit all and that there are no silver bullets, he guides clients in developing, implementing, and sustaining fit-for-purpose and -the future solutions that deliver results.

Jay has over 3 decades of experience advising executives across multiple industries and in a wide variety of environments. He clients and employers span from the middle market to Fortune/Forbes 500 organizations including recognizable names like Accenture, Autotrader (Cox Auto), Bristol Myers Squibb, Fulton County Schools, JP Morgan Chase, to Tiffany and Publix. Jay has been interviewed for Fortune.com and several podcasts. He has had articles published by Harvard Business School Press and other publications. He frequently shares his thought leadership via LinkedIn posts and on his site.

He has an undergraduate business degree from The Wharton School (UPenn) and his MBA from Goizueta Business School (Emory). He lives happily with his wife of 32 years, an educator, in Alpharetta, GA.

LinkedIn

Questions and Topics in this Interview:

  • Likelihood and sources of continuing disruption and uncertainty
  • Weaknesses that disruption and uncertainty have exposed.
  • Why new leadership capabilities are needed
  • New leadership capability model – The Five Leadership Superpowers(TM)
  • Ask about each of the five Superpowers and how they work
  • Assessing the Superpowers in your organization
  • How Jay Weiser Consulting can help

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Disruption, Jay R. Weiser, Jay Weiser Consulting, Leadership, Leadership consulting, North Fulton Business Radio, renasant bank, risk, uncertainty

Donald Simon, Simon Financial Company

March 21, 2022 by John Ray

Simon Financial Company
North Fulton Business Radio
Donald Simon, Simon Financial Company
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Simon Financial Company

Donald Simon, Simon Financial Company (North Fulton Business Radio, Episode 443)

Donald Simon, the owner of Simon Financial Company, presented many of the issues which arise in buy-sell agreements and how he serves clients by providing financial planning and insurance to protect business owners. He joined host John Ray to discuss why many buy-sell agreements are not written properly and do not account for potential risks, his solutions for being prepared, pre-funding for retirement, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Simon Financial Company

Simon Financial Company was founded by Donald J. Simon in 1983. Don loves helping business owners increase the value of their company using unique, time-tested methods.

Simon Financial Company provides to a diverse mix of 350+ business owners and nonprofits Talent Retention Plans, Business Succession Planning and Estate Planning.

Simon Financial Company’s clients include a very diverse mix of individuals, companies (blue-collar to high tech), professionals, and non-profit organizations.

Company website

Donald Simon, Owner, Simon Financial Company

Donald Simon, Owner, Simon Financial Company

Donald Simon is a Certified Financial Planner, a Chartered Financial Consultant.

Don has been the owner of Simon Financial Company since 1981 and has helped over 350 businesses of virtually all types.

Don is a Certified Financial Planner (CFP) with the College for Financial Planning, Washington DC and Denver, CO.  Don is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) through The American College, King of Prussia, Pennsylvania.  He is also a Life Underwriter Training Council Fellow (LUTCF) through the National Association for Financial Advisors (NAIFA) Falls Church, VA. and is also a member of NAIFA. This knowledge coupled with his many years of experience is an important commitment to advise each client properly.

He has a B.A. in Business Administration from Oglethorpe University, Atlanta Georgia.  He is a Member of the Marietta Business Association (MBA) and is the author of The Zen of Personal Finance.

LinkedIn

Questions and Topics in this Interview:

  • What are the elements of a business succession plan?
  • Why do most buy-sell agreements end up failing?
  • Why do most companies have a business valuation that ends up in court?
  • Why is funding for buy-sell agreements often a cause of failure?
  • What can a company do now to remedy these problems?
  • How expensive is it to fix these problems?

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: business succession planning, business valuation, buy-sell agreements, Don Simon, North Fulton Business Radio, renasant bank, Simon Financial Company

Greg Sloan, Go Beyond

March 17, 2022 by John Ray

Go Beyond
North Fulton Business Radio
Greg Sloan, Go Beyond
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Go Beyond

Greg Sloan, Go Beyond (North Fulton Business Radio, Episode 442)

Greg Sloan, cofounder of Go Beyond, points to research that shows that the shift from a paycheck to purpose has been going on for years, not just since the pandemic. He joined host John Ray to discuss these trends, as well as how his firm has created the technology and process needed to assist an organization’s people find their purpose and fulfillment in the workplace. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Go Beyond

Go Beyond helps businesses grow by integrating purpose into your culture and process. Their technology and content, contained in The Purpose Journey, boosts wellness and engagement by helping your people find fulfillment at work.

Company website | LinkedIn | Facebook | Twitter | Instagram

Greg Sloan, Cofounder, Go Beyond

Greg Sloan, Cofounder, Go Beyond

Greg Sloan is a serial entrepreneur with many failures and one exit. He is the co-founder of Go Beyond, a Talent Development platform that combines Science and Technology to Create a more Prosperous Workforce.

Greg spent 25 + years in the financial service industry including launching, growing, and exiting his own boutique wealth management firm. During the first 15 years of his career, Greg relied on spreadsheets, algorithms, and cash flow models, focusing on growing his client base to grow his business. After a few years of running his own firm, he realized that to truly build a great company, he needed to Grow his People to Grow his Business.

This pivot allowed him to triple the value of his firm and exit to a national RIA firm in January 2020. Greg maintains his CERTIFIED FINANCIAL PLANNER ™ and Certified Exit Planning Advisor designations.

He lives in Atlanta, GA with his wife of 29 years and has three adult children.

LinkedIn

Questions and Topics in this Interview:

  • Tell us about your purpose. How did you discover it?
  • How are you integrating your purpose into your life?
  • How are you helping other people discover and integrate their purpose through technology?
  • How are you helping other people through technology mediums?
  • What comes first: identity or purpose?
  • How can people discover and integrate their purpose in their lives?
  • When did you discover you were an entrepreneur?

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Go Beyond, Greg Sloan, North Fulton Business Radio, organizational culture, purpose, renasant bank, The Purpose Solution

Andy Williams, Visit Roswell

March 15, 2022 by John Ray

Visit Roswell
North Fulton Business Radio
Andy Williams, Visit Roswell
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Visit Roswell

Andy Williams, Visit Roswell (North Fulton Business Radio, Episode 441)

Andy Williams, Executive Director of Visit Roswell, joined host John Ray to share the exciting news of a brand-new Mobile Visitors Center. This customized Freightliner Sprinter 3500 is equipped to deliver information about Roswell and its various tourism and hospitality options directly to people visiting the city at events and locations all around the city. Andy discussed how this idea came about, the underwriters who made it possible, its potential impact, early findings, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Visit Roswell

Visit Roswell is the convention and visitors bureau for the City of Roswell, Georgia.

Often referred to as a destination marketing organization (DMO), their organization incorporates targeted advertising and marketing programs with sales and public relations efforts to build the image of Roswell as a travel destination and increase visitation to the city.

Company website | LinkedIn | Facebook | Twitter | Instagram

Andy Williams, Executive Director, Visit Roswell

Andy Williams, Executive Director, Visit Roswell

Andy Williams serves as Executive Director of Visit Roswell, the Convention & Visitors Bureau of Roswell, Georgia. At the CVB, he and his team are charged with leading the efforts of tourism promotion through marketing, sales, film activities and visitor services relevant to the destination’s hotels, restaurants, venues, special events and attractions.

Andy’s entire career has been in the travel industry. He previously held positions at the Madison Convention & Visitors Bureau, Dunwoody Convention & Visitors Bureau, and Atlanta-based destination management company Destination South Meetings & Events. His responsibilities spanned marketing, sales, and event production.

Andy is a past president of the Georgia Chapter of Meeting Professionals International, and he currently serves as Vice President of the Georgia Association of Convention & Visitors Bureaus and is a board member of the Greater North Fulton Chamber of Commerce. He is a Certified Meeting Professional through the Events Industry Council and a Travel Marketing Professional through the Southeast Tourism Society.

Andy is a graduate of Young Harris College and Georgia Southern University. He holds a Bachelor of Science degree in tourism & commercial recreation.

Andy and his wife Ryan have lived in Roswell since June 2019 and have a three-year-old daughter, Addie, and five-year-old son, Morgan.

LinkedIn

Questions and Topics in this Interview:

  • Explain the idea of a mobile visitor center
  • What was the reason for this shift?
  • Tell us about the process from start to finish
  • Why is this a good thing for the Roswell community and its visitors?
  • How do you track metrics and what kind of results do you expect?

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: Andy Williams, City of Roswell, hospitality, Mobile Visitors Center, North Fulton Business Radio, renasant bank, Roswell CVB, tourism, Visit Roswell

Billy Potter, CEO, Snellings Walters Insurance Agency

March 15, 2022 by John Ray

Snellings Walters
North Fulton Business Radio
Billy Potter, CEO, Snellings Walters Insurance Agency
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Snellings Walters

Billy Potter, CEO, Snellings Walters Insurance Agency (North Fulton Business Radio, Episode 440)

Billy Potter is the newly named CEO of Snellings Walters Insurance Agency. He joined host John Ray to chart his ten-year history with Snellings Walters and celebrate the firm’s culture and evolution. Billy also discussed the firm’s embrace of EOS (Entrepreneurial Operating System) and how it has impacted their business, why he thinks his personal growth has been so positively influenced by his time at Snellings Walters, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Snellings Walters Insurance Agency

Snellings Walters has been providing honest advice & protecting what you value most for more than 69 years. They are the smartest way to protect your business & family. They identify the critical issues facing your company. Survival of your business requires managing risks. In today’s environment, these risks are rapidly changing and becoming more complex. They have built a customizable platform to provide you with the security you need.

Company website | LinkedIn | Twitter 

Billy Potter, CEO, Snellings Walters Insurance Agency

Billy Potter, CEO, Snellings Walters Insurance Agency

Billy Potter’s career in insurance spans more than two decades. In 2011, he joined Snellings Walters to head the Employee Benefits Division and quickly proved to be an effective consultant. His superior consultation contributed to his winning various awards within the agency, and in 2018, he was nationally recognized as “Broker of the Year” by BenefitsPRO Magazine.

His reputation as both a top consultant and engaged team leader resulted in an invitation to become an owner at Snellings Walters in 2018. As Chief Sales Officer, Potter led his team to produce record sales for the agency. The combination of his knowledge, experience, character, and passion resulted in his transition to Chief Executive Officer in 2022.

In addition to his expertise and technical know-how, Billy’s personal philosophy aligns with the core values that drive the Snellings Walters vision: engagement, accountability, curiosity, and authenticity.

By cultivating and nurturing an agency culture that allows its employees to feel empowered and supported, Billy’s mission is to inspire the next generation of successful businesspeople at Snellings Walters and beyond.

LinkedIn

Questions and Topics in this Interview:

  • What is your background and how has it led to your new role?
  • What makes Snellings Walters stand out among other typical insurance agency environments?
  • Looking beyond the resume to provide opportunities to people who might not otherwise have a chance in the industry.
  • Talk about the value of investing in and empowering your employees.
  • What are your goals for the future of Snellings Walters?
  • How does your “values-based culture” fit into achieving those goals?

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, Billy Potter, commercial insurance, EOS Model, insurance, insurance agency, North Fulton Business Radio, renasant bank, Snellings Walters, Snellings Walters Insurance Agency

Bruce La Fetra, Eastwood Strategy Advisors

March 9, 2022 by John Ray

Bruce La Fetra
North Fulton Business Radio
Bruce La Fetra, Eastwood Strategy Advisors
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Bruce La Fetra

Bruce La Fetra, Eastwood Strategy Advisors (North Fulton Business Radio, Episode 439)

Bruce La Fetra, Owner of Eastwood Strategy Advisors, was dubbed The Client Whisperer by one of his clients when he was able to glean vital feedback for their business. Bruce joined host John Ray to explain how his method, Think Like Your Best Clients, produces results for his clients, impacts the bottom line, avoids the pitfalls of confirmation bias, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Eastwood Strategy Advisors

Getting amazing results doesn’t require luck. With a shifted perspective, your team can accomplish amazing things.

Clients call Bruce La Fetra The Client Whisperer because he takes the guesswork out of professional services marketing. Think Like Your Best Clients allows legal, financial, and consulting professionals to grow revenue, build trust faster, accelerate sales and attract better projects. The secret to attracting more of your Best Clients going to the source and asking the right questions. Reverse-engineering actual relationships makes it easy to Think Like Your Best Clients.
Bruce has added millions to the bottom line for professional services firms and big companies like First Data, Adobe & Symantec by interviewing their clients. His client interviews allow positioning good firms to be great and attract better projects, faster. Reverse-engineering great relationships leads to repeatable actions that deliver predictable results. His clients are not afraid of change, but they don’t have time to screw around for the sake of change. No more random acts of marketing.

Company website | LinkedIn | Twitter | YouTube

Bruce La Fetra, The Client Whisperer, Eastwood Strategy Advisors

Bruce La Fetra, The Client Whisperer, Eastwood Strategy Advisors

Bruce La Fetra is The Client Whisperer. He works with the leaders of law, finance, and other professional services who can’t scale or can’t exit because they depend on a single rainmaker. Positioning their firm to attract more of their Best Clients sets in motion a virtuous cycle where more people generate business, profitability improves, and sales cycles shorten as the firm attracts more of its Best Clients.

Bruce’s Think Like Your Best Clients approach evolved from developing marketing strategy for dozens of firms and interviewing hundreds of their Best Clients over the past 20 years.

Bruce earned a BA in Economics from Claremont McKenna College and an MBA from The Tuck School of Business at Dartmouth College. He is also a trained facilitator.

LinkedIn

Questions and Topics in this Interview:

  • Why are you called The Client Whisperer?
  •  Give an example of where thinking like your Best Clients had a huge impact?
  • Why can’t people interview their own clients?
  • What makes you different from other marketing consultants and advisors?
  • What is the biggest mistake or challenge that your clients have?
  • What is a Virtuous Cycle of Marketing?
  • Who are your Best Clients?

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.

RenasantBank

 

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, Bruce La Fetra, client surveys, Eastwood Strategy Advisors, North Fulton Business Radio, renasant bank, The Client Whisperer

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