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STRATEGIC INSIGHTS RADIO: What You Need To Know If You Are Thinking About Buying A Franchise or Licensing A Business.

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Michael Rosenthal and Dave Wilkins

Michael Rosenthal and Dave Wilkins

Michael Rosenthal/Wagner, Johnston & Rosenthal

Mike Rosenthal received both his undergraduate and law degrees from the University of Florida. He has been practicing law since 1980. Mike began his career as an Assistant Attorney General for the State of Georgia. Following his entry into private practice in 1984, Mike remained active in service to the State of Georgia, both in the Governor’s Office of Consumer Affairs (as Coordinator of Special Projects) and as Special Assistant Attorney General. Mike’s practice primarily involves the representation of franchise, distribution, professional and service industry clients, providing both day-to-day business counseling and advice. Mike is a member of the ABA’s Forum on Franchising and the Georgia Bar’s Franchise and Distribution Law Section. A substantial majority of his time is devoted to representing franchisors and franchisees. Typical franchisor clients include start-up franchisors and systems of 250 or fewer units. Mike prepares their Franchise Disclosure Documents and state franchise registrations, as well as counsels them on the legal side of the franchise sales process, franchisee compliance and all other matters. Typical franchisee clients ask Mike to assist with everything from single unit FDD reviews, corporate and leasing matters to advising multi-unit and multi-system franchisee operators with more complex structures. Mike and his firm also represent both franchisors and franchisees in resolving disputes through mediation, arbitration and in the courts. Mike has represented innumerable start-up companies, but has many clients that he has represented since the 1980’s. Mike particularly enjoys working with clients in the planning stages in order to assist them in growing and transitioning their businesses. Mike served 7 years as an independent director for Inland Retail Real Estate Trust, Inc., a public company which was sold in 2007 for $6.2 Billion.

WAGNER, JOHNSTON & ROSENTHAL, P.C. is a law firm engaged in a broad based business and commercial law practice in Sandy Springs, GA, a suburb of Atlanta. The firm focuses its representation on privately held businesses.

Dave Wilkins/Sterling Rose Consulting Corp

Dave Wilkins has over 30 years experience working for companies such as E&Y, Whitridge Associates, PriceWaterhouseCoopers and IBM in business and technology management and consulting. He is currently the Senior Vice President of Sterling Rose Consulting Corp and the Business Unit Manager for the Business Technology Division of Sterling Rose Consulting. Originally from Michigan, he has a BBA and MBA from the University of Michigan, and he has been a resident of Gwinnett County, GA for over 20 years. In his 30 years in business and technology, he has worked with clients in multiple business sectors including finance, manufacturing, energy, healthcare and government, among others.

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.

 

WEALTH MATTERS: So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

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Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings.

Carly Howard/Atlantic Trust

Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning, and fiduciary administration for trusts and probate estates. Prior to joining Atlantic Trust, Carly was a senior vice president and personal trust specialist with BB&T Wealth’s Professional and Executive Advisory Group, where she provided customized wealth management services for executives and business owners with a focus on fiduciary issues related to executive compensation. She previously served as a fiduciary specialist for BB&T Wealth in South Carolina and Wells Fargo Private Bank in North Carolina. Prior to joining the financial services industry, Carly was an adjunct professor at the Charleston School of Law and an attorney practicing estate planning and fiduciary litigation with major law firms in Miami and Charlotte. She holds Juris Doctor and Master of Laws degrees from the University of Miami and earned a Bachelor of Arts degree in communication from the College of Charleston. Carly currently chairs the board of directors for PhilanthroFest, a 501(c)(3) non-profit organization, and was included in the Community Building Initiative (CBI) Charlotte’s 2015 “Leaders Under 40” program. She has also served on the South Carolina Probate Code Revisions Committee, Charleston Tax Council, Florida Association for Women Lawyers and other trade groups. Carly has written articles for or been quoted in national and local publications, including The Wall Street Journal and Trusts & Estates magazine.

Rebecca Cummings/Rebecca Godbey Cummings, LLC

Rebecca Cummings is an expert in wills, trusts and estates. For nearly two decades, she has given clients the peace of mind that their estate planning is in perfect working order, and she has counseled families through the process of administering the estate of a loved one. Rebecca spent a decade as an entrepreneur and founder of a small law firm before becoming a partner in one of the most respected estate planning groups in Atlanta. In 2015 she established this law firm to make expert legal advice more affordable for middle class people, and in 2016 she began offering professional fiduciary services for Georgia estates and trusts. Previously a law professor, Rebecca is known for her exceptional ability to explain complex ideas and systems in simple terms; she has repeatedly been named one of the state’s “most effective” lawyers and one of the Top 100 lawyers in Georgia. Rebecca also serves as an expert witness in estate and trust disputes and is the author of “The Case Against Access to Decedents’ Email: Password Protection as an Exercise of the Right to Destroy.” Rebecca is also a dynamic speaker, facilitator, and business development coach. She is past president of the Georgia Association for Women Lawyers (GAWL) and she has given hundreds of workshops, presentations and keynote speeches to companies and organizations such as Coca Cola, the CDC, Emory, Commercial Real Estate Women (CREW) and the Fiduciary Law Section of the State Bar of Georgia, on topics as diverse as Georgia’s trust code, running effective meetings, and successful negotiation strategies. Rebecca returns year after year to facilitate strategic planning retreats for organizations that value her ability to create fun and productive multi-day planning sessions for their employees and volunteers. She is affiliated with Novateur Partners, an Atlanta-based consulting, training and coaching company. Rebecca earned her B.A. at Emory University and her J.D. at William & Mary Law School.

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

Keith Daniel with Paran Homes, Larry Black with A Computer Partner, Damien Porche with Organized Pixels, and Keeyawna Porche with Porche Weddings & Special Events

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Mike Sammond, Keith Daniel, Larry Black, Keeyawna Porche, Damien Porche, Steven Julian

Mike Sammond, Keith Daniel, Larry Black, Keeyawna Porche, Damien Porche, Steven Julian

Keith Daniel/Paran Homes

Paran Homes is a new home builder in the Atlanta, Raleigh and Nashville Markets. Paran Homes just finished partnering with FOX on a reality TV show called “Home Free”. The show is all about changing lives! Contestants compete to win their heroes a brand new home with Mike Holmes and Tim Tebow coaching them through the competition. This all took place at the Paran Homes’ brand new community in Dallas, GA.

Larry Black/A Computer Partner

Larry Black founded A Computer Partner in 2009 after 15 years of serving as an IT Director, among other duties, with other corporations. His goal is to provide tech services at reasonable prices with a guarantee of repair or no charge.

 

 

Damien Porche/Organized Pixels

Organized Pixels is a community-based Digital Marketing and Google Trusted Photography Agency that heads the execution of client initiatives including: Paid Search Marketing, Search Engine Optimization (SEO), Display Advertising, Social Media Marketing, Email Campaigns and Mobile Marketing.

 

Keeyawna Porche/Porche Weddings & Special Events

Porche Weddings is a full-service wedding & special events planning firm located in downtown Lawrenceville. In addition to wedding planning, they offer photography, videography, 360 video, event design and much more. Their goal is to eliminate the stress of planning your wedding and allowing you to be a guest at your own wedding.

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To watch the video of this show CLICK HERE.

 

Greg Lang with Good Samaritan Health Center and Jay Moran with Followed Social Media for Business

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Mike Sammond, Greg Lang, Jay Moran, Steven Julian

Mike Sammond, Greg Lang, Jay Moran, Steven Julian

Greg Lang/Good Samaritan Health Center

Greg Lang, Good Samaritan Health CenterGood Samaritan Health Center of Gwinnett is a non-profit organization committed to caring for the uninsured and under-insured working poor in Gwinnett County. It is the aim of Good Samaritan Gwinnett to not only meet physical needs, but to also address the spiritual needs of their patients through prayer and biblical counseling. They serve the community by helping to eliminate health disparities for uninsured and under-insured populations, and their programs help reduce the cost of indigent care on the public health care delivery system.

Jay Moran/Followed Social Media for Business

Followed Social Media for Business takes social media off your marketing “To-Do” list, and keeps you top-of-mind with your target market to influence their buying decisions, all while saving you time, money and keeping your work-life balance in harmony.

 

 

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To watch the video of this show CLICK HERE.

 

WEALTH MATTERS: Financial Management and Life Care Options for Seniors

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Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Adam Gaslowitz and Robert Port discuss “Financial Management and Life Care Options for Seniors” on Wealth Matters. Guests include Miles Hurley, Partner at Hurley Elder Care Law; Barbara Scurry, Owner at Senior Partners; and Chris Foster, Executive Director at A Hand to Hold.

ABOUT MILES HURLEY

Miles Patrick Hurley is an Elder Law attorney in private practice in Atlanta, serving the legal needs of the elderly population on issues related to aging; including retaining independence,quality of life and financial security. Mr. Hurley is one of ten attorneys in the state of Georgia to receive the Elder Law Attorney Certification (CELA), and one of approximately 400 nationwide.

THE LAW FIRM PRACTICE: Miles is committed to making the process of planning for the future—our own and that of those we love—as pain-free as possible. His firm holds the philosophy that dedicated client service and individualized plans can actually make this difficult process empowering and even rewarding.

  • Providing comprehensive legal solutions for elders by helping families find, get and pay for good long-term care
  • Life Care Planning
  • Veterans Benefits Eligibility
  • Medicaid and nursing home planning
  • Guardianship/Conservatorship
  • Asset Protection
  • Special Needs planning
  • Wills, Trusts and Powers of Attorney
  • Probate and Estate Administration

LEADERSHIP ROLES: Mr. Hurley serves or has served in the following leadership roles:

  • President of the Georgia Chapter of the National Academy of Elder Law Attorneys
  • Founding member and former Vice President of the Life Care Planning Law Firms Association (LCPLFA)
  • Current Chair of the Elder Law Section of the State Bar of Georgia
  • Served as the vice president of the Board of Directors for The Lewy Body Dementia Association
  • Board member Atlanta Theater To Go
  • Board member Estate Planning Council of North Georgia
  • Troop Committee – Boy Scout Troop 74

EDUCATION, PUBLICATIONS AND CREDENTIALS:

  • Undergraduate-Emory University/University of Tennessee, Knoxville; Law – Georgia State University

College of Law

  • Contributor: Alzheimer’s Association – GA Chapter, Quarterly Newsletter; Contributor: Senior Services

North Fulton Quarterly Newsletter

  • Member of State Bars of Georgia and Tennessee

Website: http://hurleyeclaw.com/

ABOUT BARBARA SCURRY

Barbara Scurry grew up in Minneapolis, MN but has lived in the Atlanta area since late 2000. She graduated cum lade with a Bachelor’s of Business Administration from Middle Tennessee State University and had a corporate career in marketing in the manufacturing, financial services, and geriatric healthcare industries.

While doing sales and business development in nursing homes and marketing for a Continuing Care Retirement Community and a private-duty home care company, she developed a passion for working with senior citizens. In 2011, Barbara started Senior Partners (formerly The Money Moxie) to be a financial advocate that provides peace of mind to seniors who are struggling with their daily life and money matters.

With her skill at organizing chaos, Barbara and her staff of three Senior Partners, get things done for their clients, protect them from fraud, help keep them independent, and save them money. Senior Partners specializes in providing above and beyond personalized, concierge-type services for their clients.

Barbara lives in Norcross and part-time in Charleston, South Carolina with her husband Darryl and has recently taken up yoga and cardio boxing as her outlet for stress.

Website:  http://yourseniorpartners.com/

ABOUT CHRIS FOSTER

As an inspirational business leader, Chris Foster brings 25 years of business management in the Atlanta market to A Hand To Hold, one of Georgia’s largest private duty home care agencies.  As a Certified Senior Advisor (CSA) & Gerontologist, Chris is an expert in the field of aging and senior care. With extensive experience in business management, marketing, public speaking and leadership, Chris strives to bring inspirational messages, timely information and reliable resources to the seniors of Georgia.

Website: http://ahandtohold.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

Michael Auten & Randy Bernard with On-Site Health Solutions of Atlanta

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Michael Auten, Randy Bernard, Mike Sammond

Michael Auten, Randy Bernard, Mike Sammond

Michael Auten & Randy Bernard/On-Site Health Solutions of Atlanta

On-Site Health Solutions of Atlanta has been committed to improving the quality of life for individuals and companies by bringing preventative care to the workplace at no cost to the employer. OHS Atlanta helps thousands of employees each year with early detection of diseases that could possibly save their lives.

 

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To watch the video of this show CLICK HERE.

Pre-Show

 

 

STRATEGIC INSIGHTS RADIO:The importance of having a well defined business technology process (Part 2)

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Strategic Insights Radio, co-hosted by David Wilkins, Senior Vice President of the Strategic Technology Division of Sterling Rose Consulting Corp and CEO and Founder of Sterling Rose Consulting Corp Vlad Rusz will be discussing how to make the right technology choices for your business. This episode will dive into what questions a company should ask when determining what the right technology is for their business. It will also discuss how technology can enhance a business’s overall profitability, but also explain why technology is just a tool in helping to build a company’s ROI.

This episode is the second in a series of technology focused shows by Sterling Rose Consulting Corp.

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.

Dave Wilkins/Sterling Rose Consulting Corp

Dave Wilkins: has over 30 years experience working for companies such as E&Y, Whitridge Associates, PriceWaterhouseCoopers and IBM in business and technology management and consulting . Currently, he is the Senior Vice President of Sterling Rose Consulting Corp and the Business Unit Manager for the Business Technology Division of Sterling Rose Consulting. Originally from Michigan, he has a BBA and MBA from the University of Michigan, but he has been a resident of Gwinnett County Georgia for over 20 years. Over his 30 years in business and technology, he has worked with clients in multiple business sectors including finance, manufacturing, energy, healthcare, and government, among others.

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.

 

STRATEGIC INSIGHTS RADIO: The importance of having a well defined business technology process.

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Mike Sammond , Dave Wilkins

Mike Sammond  and Dave Wilkins

On this episode of “Strategic Insights Radio“, Dave Wilkins discusses what Business Technology is and why it is important for all size businesses to have a well defined business technology process.

Dave Wilkins/Sterling Rose Consulting Corp

David WiIkins, Vice President of Sterling Rose Consulting Corp and newest co-host of Strategic Insights Radio, is a successful information technology and business professional with over 30 years of experience in delivering business value-add IT and Business Technology solutions. He has leveraged his unique combination of Information Technology (IT), industry and accounting skills to design, develop, implement and manage cost effective, innovative information system and financial management solutions focused on maximizing business value. Wilkins has worked in senior management positions at top consulting firms such as Ernst & Young, PriceWaterhouseCoopers and IBM, among others. He also has held management positions in insurance and technology companies. Wilkins has worked with clients in multiple industries including banking, insurance, capital markets, healthcare, software, manufacturing, government, public utilities and distribution, to develop innovative, cross-industry business solutions.

In this time Wilkins has seen what works and what doesn’t when it comes to Business Technology Strategy and IT efforts to develop and deploy value-add solutions. His passion for helping clients who have experienced poor returns on IT investments is best summarized when he says “The key to IT success is helping the business realize real business value from their technology investments. It starts with making the right investments that are aligned with the business strategy and continues through all phases of the system development lifecycle and into production operations.”

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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To watch the video of this show CLICK HERE.

 

 

 

Barbara Kvam with LegalShield and Julie King with Fairway Mortgage

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Mike Sammond, Barbara Kvam, Juile King, Steven Julian

Mike Sammond, Barbara Kvam, Juile King, Steven Julian

Barbara Kvam/LegalShield

LegalShield is a 44-year old company providing individuals, families, and small business-owners with affordable access to top-rated attorneys in the U.S. and four provinces of Canada. ID Shield plans are also offered by partnering with Kroll, a 44-year old worldwide theft investigative services company. Kroll will do whatever it takes, for however long it takes, to restore a member’s stolen identity, backed by a $5 million service guarantee.

Julie King/Fairway Mortgage

Julie King, Fairway MortgageFairway Independent Mortgage Corporation and it’s staff have one clear goal – to act as a trusted advisor, providing highly personalized service and speed during every step of the loan process. It’s all designed to exceed your expectations, guarantee satisfaction and earn trust. Fairway opened it’s doors in 1996. Last year, they doubled their business from $5.63 billion dollars in loans closed to over $11 billion in 2015.

OPEN FOR BUSINESS: Quentin Moses with HealthMarkets, Nick Morgan with Peachtree Planning, Duke Smith with Rottweiler Systems, and Cliff Tillery with Make It Loud

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Johnny Phelps, Cliff Tillery, Nick Morgan, Duke Smith, Quentin Moses

Johnny Phelps, Cliff Tillery, Nick Morgan, Duke Smith, Quentin Moses

Quentin Moses/HealthMarkets

HealthMarkets Insurance Agency searches thousands of insurance plans from over 180 insurance companies to find the coverage that’s right for you at a price that fits your budget. HealthMarkets Insurance Agency searches thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies. They meet in person to design a plan for your needs. HealthMarkets Insurance Agency offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets Insurance Agency gets you the guaranteed lowest price for the insurance plans they offer.

Nick Morgan/Peachtree Planning

Peachtree Planning offers a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of their philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.

Duke Smith/Rottweiler Systems

For over 30 years Rottweiler Systems has serviced the Metro Atlanta area. Rottweiler still installs and services business telephone systems of just about any variety. Rottweiler also provides award winning monitored security systems; surveillance cameras and card access systems; all with interactive apps. Rottweiler technicians are experts which fully integrate diverse systems together to maximize the effectiveness of any one aspect. The result: Business Intelligence for key decision makers. Owners and managers will have more information to help them make more informed decisions, improve processes, and maximize efficiency. Combined with interactive mobile apps Rottweiler’s Systems provides solutions to business owners making them informed with what’s happening at their business from anywhere.

Cliff Tillery/Make It Loud

Make It Loud is a marketing company specializing in digital marketing. They provide web design, search engine optimization, social media, email marketing, printing and other marketing services, primarily for small and medium sized businesses.

 

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To watch the video of this show, CLICK HERE.