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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.

 

 

 

 

SIMON SAYS, LET’S TALK BUSINESS: Patrick Sutton with Milner Inc.

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Al Simon and Patrick Sutton

Al Simon and Patrick Sutton

Patrick Sutton/Milner Inc.

Milner is an expert at designing complete business solutions to improve the way large and small enterprises operate. Milner’s integrated use of the latest equipment and technology, tailored software, and business process changes helps companies improve efficiency and productivity, streamline operations, and stay competitive.

 

 

 

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

 

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.

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.

STRATEGIC INSIGHTS RADIO: Philip Saxton with Small Business Samaritans

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Vlad Rusz and Philip Saxton

Vlad Rusz and Philip Saxton

 

On this episode of “Strategic Insights Radio”, host Vlad Rusz introduces you to Philip Saxton, founder of Small Business Samaritans, and discusses different sales techniques that can help further a small business owner and small business sales team.

PHILIP 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. Their mission is to help small businesses & non-profits to become self-reliant & independent of economic forces including a lack of capital by identifying through business/organization assessments current needs that can be addressed through training, increasing know-how & active consulting leading to positive results. They intend not only to ‘Come Along Side’ but to ‘Walk Along Side’ bringing them in some cases to participate in the SBS Shark Tank process providing access to investors, banks & business brokers. Their ultimate objective is to help provide the creation of wealth, organization stability, outstanding operations and job creation.

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.

 

 

Christine Martinello with The Original Love Box and Michael Owens with BioLife Plasma Services

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Mike Sammond, Christine Martinello, Michael Owens, Steven Julian

Mike Sammond, Christine Martinello, Michael Owens, Steven Julian

Christine Martinello/The Original Love Box

The Original Love Box is a treasured tradition that gives people the opportunity to create closer relationships and families. It’s easy to do. People write love notes to each other and include words of affirmation and appreciation. Then a family or group gathers and reads them to each other. The couple’s book is a keepsake where they write their love story. The tradition captures a legacy of love and is a gift that will be passed down from generation to generation.

Michael Owens/BioLife Plasma Services

BioLife Plasma Services is an industry leader in the collection of high-quality plasma that is processed into life-saving plasma-based therapies. They operate numerous state-of-the-art plasma collection facilities throughout the United States and Austria. BioLife is committed to safety. Through superior service, they strive to ensure the safety of their donors and the patients who receive life-saving plasma-based therapeutics.

To watch the video of this show, CLICK HERE.