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STRATEGIC INSIGHTS RADIO: Understanding Zoho CRM

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On this episode of “Strategic Insights Radio“, host and CEO of Sterling Rose Consulting Corp Vlad Rusz discusses Zoho Customer Relationship Management (CRM) solutions and how to properly use Zoho.

VLAD RUSZ/STERLING ROSE CONSULTING CORP

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. Sterling Rose Consulting Corp.’s staff has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and ran four successful businesses that currently range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

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.

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WEALTH MATTERS: Will or Trust: What is the Best Estate Planning Document for You?

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Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel

Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker.

ABOUT MELISSA WALKER

Melissa is a partner with the firm of Salo & Walker in Atlanta, and practices in the areas of estate planning, estate administration, charitable planning, fiduciary litigation and estate and gift tax.

Melissa is a graduate of Yale University (B.A., 1985) and Duke University School of Law (J.D., cum laude, 1988).

Prior to founding Salo & Walker in 1995, Melissa practiced with Pillsbury, Madison & Sutro in San Francisco and Long, Aldridge & Norman and Grenwald & Salo in Atlanta. She is a Fellow in the American College of Trust and Estate Counsel, a Fellow of the Lawyers Foundation of Georgia, a member of the American Bar Association, the Atlanta Bar Association (member, Estate Planning and Probate Section), the State Bar of Georgia (Fiduciary Section, Chair, 2004-2005, Chair, Legislation Committee, 1999-2002, Chair, Rule Against Perpetuities Study Committee, 1999-2000), the State Bar of California, the Atlanta Estate Planning Council (member, Board of Directors, 2000-2002, 2010-2012), and the Decatur-DeKalb Estate Planning Council. Melissa is listed in Who‘s Who In American Law; Who‘s Who in America and The Best Lawyers In America. She serves as a member of the Board of Trustees of The Paideia School in Atlanta, GA.

Website: http://www.salowalker.com/

ABOUT LORAINE DISALVO

Loraine M. DiSalvo became a partner in Morgan + DiSalvo, P.C. in January 2005, after practicing at the firm as an associate since 1997. She obtained her JD, with distinction, from Emory University in 1997 and her B.A., in History, cum laude, from Georgia State University in 1994.

• Selected as a Georgia Super Lawyer in Trusts & Estates for 2013, 2014, 2015, and 2016
• Holds an AV-Preeminent rating from Martindale-Hubbell since 2009
• Rated 10.0 out of 10.0- Superb from Avvo.com and has maintained this rating for many years
• Named a Five Star Professional by Atlanta Magazine in 2015 and a Five Star Wealth Advisor for each of 2010, 2011, 2012, 2013, and 2014.
• Past Chair of the Estate Planning & Probate Section of the Atlanta Bar Association and currently serves as the Editor-in-Chief for The Mortmain, the Section’s newsletter.
• Member-At-Large of the Atlanta Bar Association’s CLE Board of Trustees
• Member-At-Large of the Board of Directors for the Estate Planning Council of North Georgia
• Former President, former Treasurer, and current Advisory Board Member of the Professional Women’s Information Network, Inc. (“ProWIN”), a non-profit organization which is devoted to providing professional and entrepreneurial women with opportunities to network and develop themselves both personally and professionally.
• Spoken to numerous groups of both laypeople and professional advisors on estate planning-, tax-, and probate-related topics.

Website: www.morgandisalvo.com

ABOUT GASLOWITZ FRANKEL, LLC:

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

To watch the video of this show, CLICK HERE.

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

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

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

Twitter: https://twitter.com/EstateDispute

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

 

STRATEGIC INSIGHTS RADIO: Understanding CRM Solutions

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On this episode of “Strategic Insights Radio“, host and CEO of Sterling Rose Consulting Corp Vlad Rusz discusses Customer Relationship Management (CRM) solutions, how to properly use them, and the risks and rewards of using the proper CRM solution.

VLAD RUSZ/STERLING ROSE CONSULTING CORP

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. Sterling Rose Consulting Corp.’s staff has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and ran four successful businesses that currently range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

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.

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KNOW YOUR NON PROFITS: David White with The Detour Program and Pete Patel with the Suwanee Business Alliance

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Pete Patel, Lynn Robinette, David White

Pete Patel, Lynn Robinette, David White

David White/The Detour Program

The DETOUR program is designed to assist adolescents as they attempt to navigate through middle school, high school and all of the challenges that come with that process. It is a transition program with two distinct tracts; The Alternate Route is a diversion program and “My Life” is a prevention program.
The Alternate Route program is a diversion program targeting juvenile offenders and those with behavioral health diagnosis between the ages of 13-17. This program is ten weeks in length and offers mental health treatment; creative, innovative group interventions and family support systems. After the initial ten week “Alternate Route”, they also provide their 500 hour Reentry Prep which is specifically designed to prepare offenders to be productively involved in their communities, and society. The goal of the program is to prevent incarceration/repeat offenses, improve academic performance and address previously unidentified family stressors that contribute to the youth’s behavior. The “My life” series is another inovative tool used by the DETOUR program to address adolescents involved in risky behaviors (drug and alcohol use, bullies, teen pregnacy, STDS, delinquent behavoris,etc.) which they call “barriers to their success”. The “My life” series is broken into three phases and each phase is four weeks in length, using a small group format.

Pete Patel/Suwanee Business Alliance

Suwanee Business Alliance foster the success of local business owners with a serious mind to grow while creating relationships for the future. Founded in 1999, the Suwanee Business Alliance was formed when a group of Suwanee-area businesses banded together to foster communications and commerce among its members, and to help the Suwanee community grow and prosper.

Anthony Rodriguez with the Aurora Theatre and John Miles with the Law Offices of John M. Miles

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Mike Sammond, Anthony Rodriguez, John Miles, Steven Julian

Mike Sammond, Anthony Rodriguez, John Miles, Steven Julian

Anthony Rodriguez/Aurora Theatre

Under the artistic leadership of Co-Founders and Artistic Directors Anthony Rodriguez and Ann-Carol Pence, now in its 20th Season, Aurora Theatre produces professional live entertainment to suit everyone’s taste. Aurora Theatre is home to over 600 events each year. Two series of theatrical productions, the Peach State Federal Credit Union Signature Series and the GGC Harvel Lab Series, are comprised of the biggest Broadway plays and musicals alongside exciting contemporary theatre. Additionally, Aurora produces concerts, stand-up comedy, children’s programs, metro Atlanta’s top haunted attraction Lawrenceville Ghost Tours, as well as Atlanta’s only professional Spanish language theatre, Teatro Aurora. Aurora Theatre is a world class theatrical facility with two performance venues.

John Miles/Law Offices of John M. Miles

John Martin Miles is an attorney on private practice in Suwanee. He is a solo practitioner which means that when you retain him, he is who you get, not an associate whom you have never met. John has been practicing in Gwinnett County for 39 years and over that time his practice has morphed to reflect the economy and the demands of his clients. At the current time his practice is focused on what he calls “preventive law”.

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To watch the video of this show CLICK HERE.

STRATEGIC INSIGHTS RADIO: Antonio Little-El with Arkad Associates

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Vlad Rusz and Antonio Little-El

Vlad Rusz and Antonio Little-El

Antonio Little-El/Arkad Associates

Antonio Little-El, Arkad AssociatesAntonio started Arkad Associates in August of 2006. His partner companies, including Kroll Inc., Go Small Biz and Legal Shield Services, allow him to market big legal resources and solutions to small to mid to large size businesses including ID theft protection, money restoration services, voluntary group benefits, and a library of affordable legal and business services.

VLAD RUSZ/STERLING ROSE CONSULTING CORP

Sterling Rose Consulting Corp. is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. Sterling Rose Consulting Corp.’s staff has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and ran four successful businesses that currently range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

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.

Phil Stevens with Bed Head Media, JoAnn Holmes with HOLMES@LAW and Rick Onorato with NorthPoint Executive Suites

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Mike Sammond, Phil Stevens, JoAnn Holmes, Rick Oranato, Steven Julian

Mike Sammond, Phil Stevens, JoAnn Holmes, Rick Onorato, Steven Julian

Phil Stevens/Bed Head Media

Bed Head Media is an award-winning creative studio specializing in commercial cinematography, films, print ads and motion graphics. They are a talented team of writers, film professionals, musicians and artists that design and produce high quality media content that meets the needs of their customers. They thrive on the initial process of “ideation”, creating the perfect pitch material and crafting content that tells your story, highlights your product or brand, builds true awareness about your service offering, and speaks to the heart of your target audience.

JoAnn Holmes/HOLMES@LAW

JoAnn “Jo” Holmes is the founder of HOLMES@LAW (www.holmesatlaw.com) where her practice focus is Business Law & Contracts, Trademark & Copyright, and Software & Tech. She works with a broad array of clients including professional service providers, consultants, software and creative content developers, and manufacturers. Having practiced law for nearly 17 years, her goal is to live the firm’s slogan “Your Business Ally™”.

A graduate of Stanford University and Emory School of Law, her career began in the Technology & Intellectual Property (“IP”) practice group of Troutman Sanders, a prominent Atlanta-based law firm. There, she successfully represented a gamut of diverse clients, from startups to multi-billion dollar companies such as Chick-fil-A, Microsoft and WalMart.

Rick Onorato/NorthPoint Executive Suites

At NorthPoint Executive Suites, they believe every professional deserves top quality in every aspect of their business. Therefore they have committed themselves to equipping businesses with the tools needed for their success. They are proud to offer the best quality in technology, amenities, meeting rooms, environment and service. The staff is committed to serve their clients. The support you receive at NorthPoint Executive Suites is second to none. Their on-demand support team will save you time and money as they deal with the everyday typical “housecleaning” tasks of running an office for you. They pride themselves on running a seamless business center with exceptional reliability in the IT department. They take the headache out of the logistics to ensure smooth operation and handle any issues that may arise with urgency allowing you to focus on your business.

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To watch the video of this show CLICK HERE.

 

 

Steve Collins with Integrated Insurance Solutions and Josh Axelberd with Displayit

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Mike Sammond,Steve Collins,Josh Axelberd,Steven Julian

Mike Sammond, Steve Collins, Josh Axelberd, Steven Julian

Steve Collins/Integrated Insurance Solutions

Integrated Insurance Solutions is an independent insurance agency located in Johns Creek, GA specializing in all types of business insurance products and professional liability lines. No matter what type of business insurance is needed, they have the knowledge, experience, and support team to assist you. Though IIS is large enough to place and handle the most complex risk, they consider their number-one strength to be the personal service that they provide to the client. Each of their clients are treated as an “individual” from the origination and throughout follow-up. Their agency’s objective is to provide the best possible commercial insurance available. They know you have options out there, but what they feel sets them apart from the competition is the superior and courteous customer service they provide. Their agency’s success depends on the happiness and satisfaction of you, their valued client!

Josh Axelberd/Displayit

Displayit produces portable displays for a wide variety of trade show and event marketing applications. They generate 90% of their leads through digital marketing channels such as Google Adwords. They started selling via the internet in 1997.

 

 

To watch the video of this show, CLICK HERE.

WEALTH MATTERS: What You Need to Know About Protecting Your Digital Assets

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Millie Baumbusch, Putnam Smith, Elizabeth Faist, Jim Dougherty, Craig Frankel

Millie Baumbusch, Putnam Smith, Elizabeth Faist, Jim Dougherty, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Millie Baumbusch and Craig Frankel discuss “What You Need to Know About Protecting Your Digital Assets”. Guests include Jim Dougherty, Technology Services Director at Bennett Thrasher LLP; Elizabeth Faist, Associate at Sutherland LLP; and Putnam Smith, Attorney at Lipscomb, Johnson, Sleister, Dailey & Smith LLP.

ABOUT JIM DOUGHTERY

Jim Dougherty is a Director in the Technology Services Department at Bennett Thrasher. He has ten years of industry experience and a commitment to customer service. Jim has streamlined internal operations, designed and built networks for small to medium sized businesses and provides outsourced CIO Services.

Prior to joining Bennett Thrasher, Jim was the Chief Operating Officer for Graves Technology Group, LLC. Jim joined Graves Technology in 2010 and focused on streamlining process and procedures for day-to-day activities. He got his start at an L.A. based IT Service Company providing technical support and project management.

Jim graduated from Loyola-Marymount University with a Bachelor of Business Administration degree, with an emphasis in Information Technology. He views IT as a tool for businesses to leverage and design network plans around not only their day-to-day operations, but also their goal for growth in the future.

Website: http://www.btcpa.net

ABOUT ELIZABETH FAIST
Elizabeth Faist practices tax law, primarily serving clients in the areas of trusts, estates, and the taxation of tax-exempt organizations. She manages a variety of matters, including gift and generation-skipping transfer tax issues, preparation of estate-planning documents, administration of estates, IRS tax disputes, and tax advice regarding private foundations and public charities. Elizabeth also counsels clients on tax and succession planning for their businesses. Additionally, she provides guidance on how to most efficiently safeguard assets during multigenerational wealth transfers, incorporating insurance planning and charitable giving programs as appropriate.

Prior to joining Sutherland, Elizabeth practiced at a law firm in Sarasota, Florida where she drafted estate plans, prepared federal and state filings for tax-exempt organizations and administered estates and trusts. Elizabeth provided research assistance to Professor Patricia E. Dilley during the LL.M. program, and, while in law school, she served as a judicial extern for the United States Bankruptcy Court, Middle District of Florida.

Website: http://www.sutherland.com

ABOUT PUTNAM SMITH
Attorney Putnam C. Smith represents Main Street business owners and executives, professionals of all types and local, regional and national real estate investors, developers and operators, concentrating on business and commercial real estate transactions and tax and estate planning. Common transactions include start-ups, acquisitions and sales of closely held business, tax-free mergers and reorganizations, asset purchases, leveraged buyouts and joint ventures and partnerships in a wide range of industries.

He has practiced corporate law in Atlanta and the surrounding metropolitan area since 1988, initially with Nall & Miller, LLP and later with Robert W. Fisher, P.C., a tax boutique that was instrumental in the creation of Nextel and a number of international ventures in the telecommunications industry before disbanding in 1994. Before attending law school, he incorporated Jimmy Carter’s 1976 presidential campaign and worked as a legal assistant with other leading Atlanta law firms, including King & Spalding, LLP and Kilpatrick Stockton, LLP, gaining invaluable experience with public corporations and investment banks.

During his tenure with Lipscomb, Johnson, Sleister, Dailey & Smith, LLP, Mr. Smith has handled private equity investments in shopping centers and industrial and commercial property in several southeastern states, land assemblages requiring services ranging from quiet title actions to road closures and a $116 million buyout to resolve a shareholder’s dispute involving a closely held technology business.

Website: http://www.lipscombjohnson.com/

ABOUT GASLOWITZ FRANKEL, LLC:

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

To watch the video of this show, CLICK HERE.

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

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

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

Twitter: https://twitter.com/EstateDispute

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

OPEN FOR BUSINESS: John Schweizer with GDP Technologies, Jerrí Hewett with Wealth Horizon, Estebon Watson with Espeute Productions, and Cally D’Angelo with the Gwinnett Chamber of Commerce

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Johnny Phelps, Cally D'Angelo, Estebon Watson, Jerri Hewett, John Schweizer

Johnny Phelps, Cally D’Angelo, Estebon Watson, Jerri Hewett, John Schweizer

John Schweizer/GDP Technologies

GDP Technologies started delivering office automation to its clients in 1977 as Georgia Duplicating Products. Since its inception, GDP has focused on empowering its Georgia workforce with the ability to increase client Gross Domestic Product, their real output, one client at a time. GDP was acquired by Global Imaging Systems, a wholly owned subsidiary of the Xerox Corporation, in 2010 and continues to fulfill its mission of unparalleled customer service.

Jerri Hewett/Wealth Horizon

At Wealth Horizon, they build globally diversified portfolios tailored for you. For the foundation of your portfolio they use low-cost core holdings based on Nobel Prize-winning research. They often pair these with satellite strategies. They believe these strategies may lower volatility and potentially protect your portfolio during market and economic downturns. They believe each person has an individual risk number based upon a scale of 1 to 100 that can be quantified. They build a portfolio to match your risk number, and not to match a single measure of the market.

Estebon Watson/Espeute Productions

Espeuté Productions is a memory-oriented, multi-tiered production company that provides videography, photography, and entertainment services to its clients. With state-of-the-art equipment and experienced professionalism, they are able to capture every detail of life’s most defining moments. They can also assist in the production of major works, such as short and feature films, as well as with commercials and corporate marketing videos. They are passionate about what they do and always come prepared to accommodate your every need.

Cally D’Angelo/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance the region’s economy and enrich Gwinnett’s quality of life.

 

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To watch the video of this show, CLICK HERE.