Amy Merrill and Besty Pass with TrueWealth Management

November 18, 2015 by ryanredhawk

Atlanta Business Radio

Amy Merrill and Besty Pass with TrueWealth Management

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Named the Best place in 2015 for Women to work in the US by Fortune Magazine

TrueWealth provides the advice that empowers clients to identify their personal financial priorities and make wise decisions about their money. To do that, we apply four guiding principles: TrueValues, TrueTalent, TruePlanning and TruePortfolios. These fundamentals enable us to positively impact the individuals and families we serve.

Betsy Pass and Amy Merrill with TrueWealth Management

Amy Merrill/TrueWealth Management

Principal

Amy has extensive experience spanning 20+ years in financial planning for corporate executives and directors. Her responsibilities as principal at TrueWealth Management include overseeing client relationships, developing comprehensive planning strategies, communicating with clients, preparing financial plans, and coordinating implementation. Amys strength in managing all facets of clients financial needs is critical to delivering the high level service clients deserve.

An effective leader within the business and beyond, Amy is married to Jonathan Merrill who is vice principal at Woodward Academy in Atlanta. They have three young boys, Jack, Davis and Will, and the family is actively involved in the Oak Grove United Methodist Church and the boys school foundation. Amy is from Charlotte, NC and she and her family live in the Oak Grove neighborhood of Atlanta.

www.truewealth.com Twitter Facebook LinkedIn

Betsy Pass/TrueWealth Management

HR Support/Marketing

Betsy is TrueWealth’s operations coordinator. She diligently performs the tasks that ensure seamless firm operations and contributes to the successful delivery of wealth management services. A can-do professional with exceptional ability to tackle complex projects and add value, Betsy applies her more than 14 years of experience in accounting and finance environments to benefit clients, partners and fellow team members.

Betsy’s strong sense of commitment to others is evident in her involvement with the Junior League of Atlanta, Ten Thousand Villages and Team In Training. The Chattanooga native was a Peace Corps volunteer in Masasi, a small town in the Mtwara region of Tanzania, East Africa, where she taught chemistry and math. She lives in Decatur with her hubby and two dogs, Buddy and Lily, and loves to volunteer, read and exercise in her free time. Betsy’s favorite quote? “The sweetness of Southern women often conceals the secret deadliness of snakes” (Pat Conroy, Lords of Discipline).

www.truewealth.com Twitter Facebook

After Show Photo

MARKETING YOUR SMALL BUSINESS: Jonathan Holmes with Mighty 8th Media

September 30, 2015 by Mike

On the Money

MARKETING YOUR SMALL BUSINESS: Jonathan Holmes with Mighty 8th Media

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On this episode of “On the Money“, host Joe Moss of Embassy National Bank interviews Jonathan Holmes of Mighty 8th Media about marketing your small business.

Jonathan Holmes/Mighty 8th Media

Mighty 8th Media is beginning its 10th year as a full-service marketing, communications and interactive agency with the credentials, creativity and a desire to help organizations build a strong brand and grow their company through effective communications strategies. They view each client uniquely and offer marketing solutions that emphasize both traditional and interactive marketing techniques that are targeted to their unique needs. Their team of professionals sets ambitious goals, plans strategies that defy limits and creates results-oriented campaigns that leave lasting impressions.

The firm’s name was inspired by the 8th Air Force, the largest force of its kind during WWII. Like Mighty 8th, they were formed here in our home state of Georgia, delivered great results and even extended their wings into Europe.

Located north of Atlanta, Mighty 8th Media was founded in 2005 by partners Jonathan Holmes and Bradley Sherwood. At the core of Mighty 8th Media is their dedication to an old-fashioned approach to customer service. They believe in the days when business relationships were often friendships in which the vendor could guide the customer through the decision-making process by fully understanding their needs, desires and financial parameters. By infusing creativity and a diverse mix of media and technology, Mighty 8th is skilled at breathing new life into old concepts.

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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.

Veteran Owned Small Businesses

September 22, 2015 by CW

Midtown Business Radio

Veteran Owned Small Businesses

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Veteran Owned Small Businesses

This week I was joined in studio by friend of the show, Lara Hodgson, CEO of NOWaccount. We focused this episode on veteran owned small businesses. Lara introduced us to Kit Walker, a combat-disabled veteran who started his own small business, EBS-4U, after spending several years in the corporate world.

His company provides professional cleaning services for businesses and has begun to expand into construction clean-up. After completing certification as a minority business enterprise and combat-disabled veteran, Kit began to expand his business through fulfilling federal contract opportunities.

We also met Melinda Coker, of Small Business Access Partners, of Gainesville, GA. This non-profit organization works with small business owners, helping them get access to available small business loans for their particular needs.

In our discussion on veteran owned businesses, Melinda explained there are numerous options for business owners today, and shared some information about veteran owned businesses.

Coker explained a resource available through the Veterans Administration. If you go to the VA’s website which is va.gov and click on the resources link and then select businesses, there are several helpful links for veteran small business owners who are seeking financing for their businesses.

VA’s website also allows business owners to customize their search criteria by zip code to find financing options applicable to their area of operation. SBA’s website also has a special tool now for small business owners known as SBA Linc that allows small business owners to fill out a survey for the financing they are looking for and then SBA distributes that information to a network of lenders who can then

respond based on the financing need requested. The applicant is also provided the contact information for the lenders interested in their request.

Special Guests:

Lara O’Connor-Hodgson, CEO of Nowaccount Network Corporation

MBA Harvard Business School
Former Adjunct Professor of Finance, Georgia Institute of Technology
Board of Directors, Georgia Regional Transportation Authority
Owner, Insomnia Group
Chairman of the Board, Atlanta Heights Charter School
Second Language–Japanese

Kit Walker, CEO/Founder of EBS-4U

MBA, Management & Organizational Behavior, Woodbury University
Combat-wounded veteran
Previous VP Relationship Manager, Bank of America
Former Consultant, Migration Project Partner, Wells Fargo Bank

Melinda Coker, of Small Business Access Partners

Georgia Business Radio August 28th – Host Ryan “Redhawk” McPherson: Guests Jim Satterfield with Firestorm, Jon Parise with Kabbage Inc., Candi Cross with You Talk I Write – Buckhead Business Radio

August 30, 2015 by buckheadintern

Buckhead Business Radio

Georgia Business Radio August 28th – Host Ryan “Redhawk” McPherson: Guests Jim Satterfield with Firestorm, Jon Parise with Kabbage Inc., Candi Cross with You Talk I Write - Buckhead Business Radio

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We spotlight industry leaders throughout the state of Georgia with compelling stories. Join talk show host Ryan “Redhawk” McPherson Friday’s 10:00am.

08-28-15 GBR — Left to Right (Host) Ryan “Redhawk” McPherson, Candi Cross, Jon Parise, Jim Satterfield

Georgia Business Radio

Jim Satterfield/Firestorm

President/Founder

Jim Satterfield is the President/COO and co-founder of Firestorm®. Jim is a nationally recognized expert on crisis management, threat assessment, disaster preparedness and business continuity planning. He has experience as President, CEO, and COO of various public and private companies in business continuity, communications, crisis management, environmental, insurance, reinsurance, risk management, and technology.

Jim led the Firestorm team that provided the crisis and media management support at Virginia Tech in response to the shootings also well as dozens of other crises.

Jims philosophy is that every crisis is a human crisis. He co-authored Disaster Ready People for a Disaster Ready America.

www.Firestorm.com Facebook Twitter LinkedIn GooglePlus Blog

Jon Parise/Kabbage Inc.

Head of Customer Marketing

As Head of Customer Marketing at Kabbage, Jon is responsible for leading relevant and meaningful strategies that drive mutual value both for customers and for Kabbage. Prior to joining Kabbage, Jon was a client strategy partner with rDialogue where he led client projects focused on loyalty program development, customer experience and CRM with a range of clients, including Kimpton Hotels and Restaurants, AutoTrader.com, Manheim, Merial, and The PGA of America.

www.Kabbage.com Facebook Twitter

Candi Cross/You Talk I Write

Founder & Ghostwriter

A writer and editor for 20 years, Candi Cross has collaborated on 70 books for executives, entertainers and other extraordinary individuals. Prior to establishing her agency, You Talk I Write, Candi directed communications programs for companies such as Bank of American Merchant Services and Institute of Industrial Engineers. She specializes in writing autobiographies, business books and self-help books with contemporary themes.

www.YouTalkIWrite.com Twitter LinkedIn

OPEN FOR BUSINESS: Kevin Ford & Stephanie Moyer with Insperity, Dave Wilkins with Maid Right of Duluth, and Sean George with the Gwinnett Chamber of Commerce

August 28, 2015 by Mike

Gwinnett Studio

OPEN FOR BUSINESS: Kevin Ford & Stephanie Moyer with Insperity, Dave Wilkins with Maid Right of Duluth, and Sean George with the Gwinnett Chamber of Commerce

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Sean George, Kevin Ford, Stephanie Moyer, Dave Wilkins, Mike Sammond

Kevin Ford & Stephanie Moyer/Insperity

More than 28 years ago, Insperity CEO Paul Sarvadi envisioned making business owners’ lives easier by taking HR and administrative burdens off their plates. So he decided to start a company with little more than 600 square feet of space and one telephone. Since then, Insperity has grown into a $2.3 billion debt-free company with 57 offices nationwide as a result of helping clients reach their goals.

Their business model is simple. They’re dedicated to helping businesses succeed by taking care of the things that could be distracting you from the bigger picture. They do this by helping you control expenses, minimize risk exposure, and maximize your opportunities for revenue generation. Through their flagship HR service, Insperity Workforce Optimization, they help you tackle healthcare reform. They also provide everything you need to grow your business, from large company benefits to payroll processing, while managing employer liability and compliance issues.

David Wilkins/Maid Right of Duluth

Maid Right of Duluth is a different type of home cleaning service. One big difference is that the Maid Right of Duluth cleaners are not hourly workers – they are the business owners. Take comfort in knowing the same reliable and trustworthy cleaning crew will clean on each visit. At Maid Right of Duluth, they customize a house cleaning plan to fit their clients’ unique needs and busy lifestyle. Personal attention to detail, a thorough cleaning regimen, and a commercially-tested process translates into superior maid services for your home. Maid Right of Duluth is proud to be a certified Trust Dale company

Sean George/Gwinnett Chamber of Commerce

The mission of the Gwinnett Chamber of Commerce is to strengthen existing businesses, facilitate the growth of quality job opportunities, and enrich the community’s quality of life.

The Gwinnett Chamber serves over 2,000 members throughout metro Atlanta by delivering pertinent and useful programs that strengthen and connect businesses locally, regionally, and globally. The Gwinnett Chamber uses its strategic marketing and communications capabilities to support its members, promote its programs, and enhance economic development efforts.

SOCIAL MEDIA AND SALES: Phillip Saxton with Small Business Samaritans

August 26, 2015 by Mike

On the Money

SOCIAL MEDIA AND SALES: Phillip Saxton with Small Business Samaritans

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On this episode of “On the Money“, host Joe Moss of Embassy National Bank interviews Phillip Saxton of Small Business Samaritans about the role of social media in today’s sales efforts.

Phillip Saxton/Small Business Samaritans

Small Business Samaritans cares about the individuals who have the dream and courage to start a business. These dreams are important, not just to them and their families, but to their customers and the community where they operate.

We are living in challenging economic times where much of the future of the United States depends upon job creation. Our top concerns as a nation lie with economic recovery, job creation, and setting up & operating successful businesses. It is highly doubtful that many new jobs are going to be created by big business, global business, governments, inventions or new investments. During the last 15 years, according to the Small Business Administration (SBA), small businesses generated over 64% of new jobs. Currently, 70% of job growth is generated by small businesses, which is expected to continue, if not increase, in the next four years.

Small businesses have been severely affected by economic, global and political forces completely out of their control. The current recession was caused by poor political decisions, poor leadership from large financial organizations, a liquidity shortfall in the banking system caused by the overvaluation of assets, poor leadership from large corporations, and greed.

The concept of SBS was born out of the idea that small businesses and entrepreneurs needed to do things differently in order to insulate them from these economic and political forces. Our communities depend upon doing things differently. The goal is to operate a business that is less subjected to outside forces.

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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.

BLUEPRINT FOR SUCCESS: Chuck Douglas with Business Success Training

August 19, 2015 by Mike

On the Money

BLUEPRINT FOR SUCCESS: Chuck Douglas with Business Success Training

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On this episode of “On the Money“, host Joe Moss of Embassy National Bank interviews Chuck Douglas about developing a bullet proof blueprint for your success in business and in life.

Chuck Douglas/Business Success Training

Business Success Training is a company that empowers corporations and businesses with entrepreneurs and soloprreneurs to accelerate bottom line revenue by resourcing them with cutting-edge Sales, Leadership, Social Media, Goal Achievement, Time Mastery, Memory , Referral Generation, Lead Generation and Habit Formation Skill Sets which produce immediate and lasting results.

The primary vehicle through which this is accomplished is their Life and Business Changing SUCCESS SUMMIT 2015 that combines all the previously mentioned skill sets with an additional bonus of networking with your local areas top business professionals. This SUCCESS SUMMIT 2015 is being held at the Cobb Galleria on October 21st.

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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.

FinTech! Charles Green with Small Business Finance Institute

August 5, 2015 by Mike

On the Money

FinTech! Charles Green with Small Business Finance Institute

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On the Money - August 5, 2015 — Joe Moss, Charles Green

On this episode of “On the Money“, host Joe Moss of Embassy National Bank interviews Charles Green with Small Business Finance Institute about alternative funding for businesses.

Charles Green/Small Business Finance Institute

Small Business Finance Institute (SBFI) offers professional development resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. In addition to commercial lender training, they provide current news, insight and statistics about small business lenders serving the business lending sector.

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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.

STRATEGIC INSIGHTS RADIO: Traditional and Alternative Funding for Small Business

June 18, 2015 by Mike

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.