Listen Now!

Business Talk 24-7

Curated Collection Of The Best Interviews From Our Gwinnett Studio





Hollie Mann with Gainesville Physical Therapy and Bob Fletcher with Perfetta

Mike Sammond, Hollie Mann, Bob Fletcher, Steven Julian

Mike Sammond, Hollie Mann, Bob Fletcher, Steven Julian

Hollie Mann/Gainesville Physical Therapy

Gainesville Physical Therapy is not your typical physical therapy clinic. At GPT, every patient receives personalized attention during each visit with a hands-on treatment program that has been carefully tailored to their specific needs and physical condition.

Recovery from injury or surgery can be a difficult and trying process. They believe that the supportive relationship they establish with patients, combined with their expertise in the treatment of physical ailments and pain relief, is responsible for the extraordinary outcomes that they routinely see. The GPT facility is fully equipped to provide a comprehensive spectrum of treatment modalities for all orthopedic conditions to improve mobility, strength, balance and pain relief.

Bob Fletcher/Perfetta

Bob Fletcher, PerfettaThe mission of Perfetta is to change the lives of their agents, clients, and customers by providing businesses with the best people, process and solutions to help them build long-term growth and success. They achieve this through:

• Focusing on the customers’ future first
• Embracing entrepreneurial thinking
• Developing the talents of their people
• Maintaining integrity and responsibility in all of their actions

They are committed to creating long-term value for their customers, employees, and the communities they serve. The Perfetta model is based on leveraging the latest technology, training and people to provide an outstanding customer experience for those who matter most: your customers.

J.D. Crowe with Southeast Mortgage and Jim Clark with The APocket Company

Mike Sammond, J.D. Crowe, Jim Clark, Steven Julian

Mike Sammond, J.D. Crowe, Jim Clark, Steven Julian

J.D. Crowe/Southeast Mortgage

Southeast Mortgage, Georgia’s largest non-bank lender, is a full-service Georgia mortgage lender offering FHA loans, VA loans and conventional loans. Southeast Mortgage can assist you with your next home loan, or refinance your current primary residence, second home, or investment property. Southeast Mortgage is also licensed in Alabama, Florida and South Carolina, which allows them to extend their mortgage lending services to out-of-state clients. They are one of the few Georgia mortgage lenders with processing, underwriting and document preparation all housed in Atlanta to serve you better.

Jim Clark/The APocket Company

The APocket Company is building an app for the business community which will enable its members to build deeper relationships with those most-valued contacts in their network.

 

 

April Rooks with Cornerstone Personal Development, Jim Miskell with Estate Planning of Georgia, Stan Shkilnyi with the Barrow Group, and Art & Denise Picus with Sports Image

Mike Sammond, April Rooks, Jim Miskell, Denise Picus, Stan Shkilnyi, Art Picus, Steven Julian

Mike Sammond, April Rooks, Jim Miskell, Denise Picus, Stan Shkilnyi, Art Picus, Steven Julian

April Rooks/Cornerstone Personal Development

Cornerstone Personal Development is a team of management professionals providing training and development for business in North Georgia through innovate seminars, events and on-site leadership development programs. Their objective is to assist organizations in developing healthy cultural habits, defining boundaries and expectations that provide structure, improve productivity and help with conflict resolution. By also working with teams and individuals they are able to provide character development to improve work ethics and build life skills. They believe if you wish to build a better company, invest in people.

Jim Miskell/Estate Planning Law Group of Georgia

The Estate Planning Law Group of Georgia provides peace of mind removing undue anxiety for their clients; whether it’s working with families to create an asset protection plan for elder years, or documenting decisions made in advance of a crisis for healthcare and financial wishes, they help families to legally prepare for what the future holds.

 

Stan Shkilnyi/Barrow Group

The Lion is more than a symbol to them. Its strength is at the heart of everything they do. The experience of the Barrow Group in the temp staffing and Film/TV production industries allows them to design an insurance program specifically for your company. Ares of expertise and coverage include workers compensation,  general liability, and group health benefits. Why settle for the help of an “insurance agency” when you can have the Barrow Group’s staffing industry & film production industry experience work for you.

Art Picus & Denise Picus/Sports Image

Sports Image is an all-inclusive sports marketing and event management firm helping schools and grassroots organizations nationwide. Through sponsorship activation, they strive to help organizations get free equipment and funding for their programs. They help to “take the PAY out of PLAY.”

 

OPEN FOR BUSINESS presented by the Gwinnett Chamber of Commerce

Bryan Ginn, Mike Sammond, Malinda Foster, Randy Hicks

Bryan Ginn, Mike Sammond, Malinda Foster, Randy Hicks

Bryan Ginn/GA PCOM

GA Campus – PCOM was established in 2005 to help address the physician shortage in Georgia and the southeastern United States. With academic programs including the Doctorate in Osteopathic Medicine, Doctorate in Pharmacy, and a masters degree in BioMedical Sciences, their college focuses on the health sciences. The college anticipates an expanding academic program in the years to come to address other health sciences fields where there is a need for more practitioners.

Malinda Foster/Courtyard by Marriott – Mall of GA

The Courtyard by Marriott – Mall of Georgia is an award-winning hotel located in Buford, GA. Host hotel to the Gwinnett Braves, this Marriott hotel offers corporate and leisure travelers a place to call home while in the area. The hotel offers guests an exceptional facility, convenient location and outstanding customer service. The Courtyard by Marriott – Mall of GA is owned and operated by Hotel Equities which is a full service hotel development and management company located in Atlanta.

Randy Hicks/Merchant Data Systems

Merchant Data Systems was founded in 1997 on the principals of delivering outstanding service as well as a commitment to innovation and excellence with both their merchants and sales partners.

They are a full-service payment processing company offering a wide array of services to all business types including Credit Card Processing, Debit Card Processing, Automated Account Settlement, POS Equipment Sales & Leasing, 24/7 World Class Customer Service, Merchant Cash Advances, Proprietary Gift Card and Loyalty programs, as well as merchant-friendly PCI Compliance solutions.

They also offer industry-leading Payroll, Human Resources, Marketing and eMarketing programs and more to streamline their merchants’ operations and help them realize cost savings. Their consultative approach with business owners helps merchants get the products and services they need while helping to keep their costs low. This allows merchants to focus on their core business with confidence that their payment acceptance tools are working together with them to increase in-store sales.

Through the alliances Merchant Data Systems has forged, they are able to provide the most technologically advanced and secure payment processing solutions and products positioning Merchant Data Systems to be a one-stop shop for all your payment processing needs.

Christine Steck and Jerry Couch with Lanier Tent Rental, and Robin Martinelli with Martinelli Investigations

Jerry Couch, Robin Martinelli, Chrsitine Steck, Steven Julian

Jerry Couch, Robin Martinelli, Christine Steck, Steven Julian

Christine Steck & Jerry Couch/Lanier Tent Rental

Christine and Jerry at Business RadioXLanier Tent Rental is conveniently located and now celebrating 25 years at 534 Mill Street in Gainesville. The name says Tent, but they do so much more. They always strive to provide the highest level of service with quality products at competitive prices in the Northeast Georgia and surrounding areas. They provide rental equipment for a variety of functions and events. They work with community centers, colleges, grand openings, corporate events, weddings and more. They offer free consultation and site surveys.

Lanier Tent Rental invites you to their showroom any time. While pictures are worth a thousand words, there is nothing like seeing the items in person. You can bring your caterer, florist, event planner, family, friends, whoever to join you, which may help you get ideas and personalize your event, and make your vision come to life. At Lanier Tent Rental “We make every event an event to remember”.

Robin Martinelli/Martinelli Investigations

???????????????????????????????Martinelli Investigations, Inc. (MII) is a female owned, family operated business. They offer many years of diverse experience in all types of civil and criminal cases.

Martinelli Investigations is determined and dedicated to assisting their valued clients with their unique situations. MII provides the highest level of professionalism to all of their clients which include attorneys, businesses and individuals. They can handle all cases, no matter the bleakest of situations. The firm has over 25 years of law enforcement and military background, combined. The MII team has a diverse blend of cultural backgrounds, including Spanish speaking Private detectives, both male and female.

MII has handled over an estimated 3,000 Private Investigation cases for Attorneys, Businesses and Individuals. MII excels in their sophistication of capturing vital and crucial evidence. All of their clients receive comprehensive investigation notebooks, as well as a video compilation of their case. These notebooks and videos assist the lawyer, family, individual, business, courts and/or corporations immensely.

MII also maintains a case management system where clients can log in, at their convenience, to review the current and ongoing work in their case. This is especially beneficial for out of town clients, including families, corporations, lawyers and their staff. Clients can enjoy the ease and accessibility of reviewing their reports, pictures and video at their own convenience.

Attorneys Craig Frankel and Robert Port Discuss “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk” with Guests Ross Bramwell, Peter Fleming, and Mark Willoughby

Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters,” the radio show where we discuss the opportunities and challenges of preserving and managing wealth, is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

ABOUT MARK WILLOUGHBY:

image2As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation. He is also a volunteer on the Parent Soccer Committee that supports the Buckhead FC soccer club (affiliated with the Metro Atlanta YMCA).

ABOUT PETER FLEMING:

image1Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School. Just recently he served as a chairman of the Search committee for St. Anne’s new rector.

ABOUT ROSS BRAMWELL:

image3With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

CONNECT WITH OUR GUESTS:

Mark Willioughby website: http://www.moderawealth.com
Mark Willioughby phone: 678-385-1067
Mark Willioughby email: markw@moderawealth.com

Peter Fleming website: http://www.nlec.com
Peter Fleming phone: 770-763-0687
Peter Fleming email: pfleming@nlec.com

Ross Bramwell website: http://www.homrichberg.com
Ross Bramwell phone: 404-264-1400
Ross Bramwell email: bramwell@homrichberg.com

ABOUT GASLOWITZ FRANKEL LLC:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:

– Will Disputes
– Estate Disputes
– Trust Disputes
– Business Litigation
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:

– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:

– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

???????????????????????????????

Eric Reid with the Eric G. Reid Company, Vlad Rusz with Sterling Rose Consulting Corp, and Missey Cunningham & Sulianna Chandler with RD Direct

Mike Sammond, Sulianna Chandler, Missey Cunningham, Eric G. Reid, Vlad Rusz, Steven Julian

Mike Sammond, Sulianna Chandler, Missey Cunningham, Eric Reid, Vlad Rusz, Steven Julian

Eric Reid/The Eric G. Reid Company

A coach is a word that means ‘come alongside’. Come alongside and share together, teach, listen and lead. The Eric G. Reid Company Coaching/Training involves the ability to understand you: to live where you live, think how you think, and understand your perspective. From this benchmark, he will place another perspective on top of yours, stretching and growing you to gently see a different way. As a certified John Maxwell coach, he can see what you are going through and things you are going to go through. Coaching is foreseeing, paving the way, coming alongside and adding value to you.

Vlad Rusz/Sterling Rose Consulting

Sterling Rose Consulting Corp is a Georgia based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, accounting, bookkeeping, financial analysis, operations, investor pitch deck creation, immigration visa business plan creation, and business consulting. Their staff has over 25 years of successful entrepreneurial experience. In addition, the CEO of the company has launched and run three successful businesses that currently range in age from 2 to 7 years old with net revenues ranging from over $150,000 to over $4.0 million.

Sterling Rose Consulting Corp prides itself on providing quality, investor ready documentation. The company takes it even one step farther and it makes sure the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting Corp services both start-ups and established firms.

Missey Cunningham & Sulianna Chandler/RD Direct

RD Direct helps companies find ways to increases efficiencies through service price reductions and network analysis. They make sure their clients have the best prices on the market and the best products that suit the clients needs. Their customers see immediate results and are positioned with the right technologies to support flexibility and future growth.

 

 

Jessica Cork with YKK Corp. of America, Yoshi Domoto with JapanFest, and Sachi Nakato with Nakato Japanese Restaurant

Mike Sammond, Jessica Cork, Yoshi Domoto, Sachi Nakato, Steven Julien

Mike Sammond, Jessica Cork, Yoshi Domoto, Sachi Nakato, Steven Julian

Jessica Cork/YKK Corp. of America

Located in Marietta, Georgia, YKK Corporation of America is the western hemisphere parent of YKK Corporation’s North and Central America Group. Geographically, this Group consists of 12 dynamic operating companies spread across five time zones covering Canada, the U.S., Mexico, the Caribbean, Central America and Colombia, South America. YKK first entered the United States as a zipper distributor in 1960, set up a sales office in Atlanta in 1970, and in 1972 purchased 54 acres in Macon, one of the first Japanese companies to set up operations in Georgia. YKK now employs more than 1,200 Georgians in 3.5 million square feet of manufacturing and office space in Macon, Dublin, Marietta and Austell.

Yoshi Domoto/JapanFest & JASG

JapanFest Weekend, the largest Japanese festival in the Southeast, will be held September 20-21, 2014 at the Gwinnett Convention Center from 10am to 6pm on Saturday and 10am to 5pm on Sunday. Japan is the number one foreign investor in Georgia and JapanFest celebrates the special economic and cultural bond Japan and Georgia share together.

 

Sachi Nakato/Nakato Japanese Restaurant

Nakato is the longest running Japanese Restaurant in Atlanta. Nakato is third generation family owned and operated, and has been serving Atlanta since 1972.

 

 

“TRANSFERRING BUSINESS TO THE NEXT GENERATION” with experts Stephanie Brun de Pontet & James Spratt, Jr. and hosts Adam Gaslowitz & Craig Frankel of Gaslowitz Frankel LLC

Adam Gaslowitz, Stephanie Brun de Pontet, Jim spratt, Craig Frankel

Adam Gaslowitz, Stephanie Brun de Pontet, Jim Spratt, Craig Frankel

When is the best time to engage in succession planning strategy? How do you prepare the next generation to take over management and leadership of the company? Are there specific situations where it is better for the business owner to consider selling the business instead of passing it on to the next generation? Are there any tax advantages of transferring the business to the next generation?

If you ever ask yourself these or similar questions, this episode of “Wealth Matters,” the radio show where we discuss the opportunities and challenges of preserving and managing wealth, is for you!

During this episode, attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Stephanie Brun de Pontet of The Family Business Consulting Group and James D. Spratt, Jr. of The Bowden Spratt Law Firm, P.C. The topic of their discussion is “Transitioning Business to the Next Generation.”

photo 2ABOUT JIM SPRATT: As a partner/shareholder at The Bowden Spratt Law Firm, P.C., Jim focuses his practice on wealth transfer planning, business succession, and charitable giving. With his thirty plus years of experience in resolving trusts and estates matters, tax-related issues, and tax and probate controversies connected to trusts and estates. Jim is a member of the Atlanta Estate Planning Council, the Atlanta Bar Association, the State Bar of Georgia, the American Bar Association, and the United States Tax Court. He is a Fellow of the American College of Trust and Estate Counsel, and he is the current State Chair. He is also listed in the 2014-2015 edition of The Best Lawyers in America in the Trusts and Estates category. Jim is a current Trustee of The Georgia Federal Tax Conference and a Council Member of the RPTE Section. He is a frequent lecturer and panel member for continuing legal education programs.

photo 1ABOUT STEPHANIE BRUN DE PONTET: As a senior consultant of The Family Business Consulting Group, Inc., Stephanie specializes in advising family enterprises facing important transitions. She has extensive experience working with sibling teams and developing training programs to educate next-generation family members. A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on establishing succession plans, drafting needed policies and governance structures, and building a framework for next-generation collaborations. Her work is driven by knowledge and experience from the fields of management, entrepreneurship, and psychology. In addition to her consulting work, Stephanie is a co-author of “Building a Successful Business Board” and “Siblings and the Family Business.” A regular contributor to thought leadership in the field, Stephanie is also the Executive Editor of the Family Business Advisor.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

CONNECT WITH OUR GUESTS:

Jim Spratt
• website www.BowdenSpratt.com
• phone: 404-523-8337
• email: JimSpratt@BowdenSpratt.com

Stephanie Brun de Pontet
• website www.theFBCG.com
• phone: 678-773-1675
• email: BrunDePontet@theFBCG.com

photo 1 (1)ABOUT GASLOWIZ FRANKEL LLC:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:
– Will Disputes
– Estate Disputes
– Trust Disputes
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:
– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:
– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

OPEN FOR BUSINESS presented by the Gwinnett Chamber of Commerce

Mike Sammond, Kimberly Shupe, Bryan Howell, Andy Morgan

Mike Sammond, Kimberly Shupe, Bryan Howell, Andy Morgan

Kimberly Shupe/Fenski Automotive

Fenski Automotive Center is conveniently located and now celebrating 10 years at 1010 Peachtree Industrial  Boulevard in Sugar Hill. Since 2004, they have provided complete auto repair services on your domestic, Asian and  European vehicles with the goal of helping you keep them up to 300,000 worry-free miles as they are designed to do. They understand the value of preventive maintenance and their industry certified technicians strive to offer each customer a consultation they can trust. Fenski Automotive Center… Helping you LOVE  your vehicle much longer than your loan!

Bryan Howell/Parker Young Constructioin & Firestar

Complete disaster restoration from fire, water, storm and mold for homes and businesses in Georgia and the Southeast. Parker Young Construction and Firestar are the Gwinnett Chamber of Commerce’s July 2014  Business of the Month award winners.

 

Andy Morgan/The Morgan Law Group

The Morgan Law Group is a full service and transactional law firm providing legal counseling and support services to businesses and business owners primarily in the areas of corporate law, business law, and contracts.  Typical transactions would include business formation, drafting and negotiating transaction documents, agreements and contracts, deal structuring, private equity financing and business acquisitions and sales. The Morgan Law Group is the Gwinnett Chamber of Commerce’s August 2014 Small Business of the Month award winner.

proud_member_gcc_b