Podcasts about suntrust

American bank

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Best podcasts about suntrust

Latest podcast episodes about suntrust

The CMO Podcast
Scott Goodson (StrawberryFrog) & Sherry Graziano (Truist) | Teamwork Builds Great Partnerships

The CMO Podcast

Play Episode Listen Later Mar 26, 2025 51:27


Spring is time for rebirth and renewal…and today's episode is about a relationship between a client and an agency that embodies continual rebirth and renewal. Jim's guests this week are Sherry Graziano, the EVP, Head of Digital, Client Experience & Marketing at Truist Bank, and Scott Goodson, the CEO and Founder of ad agency StrawberryFrog. Sherry and Scott are longtime partners at Truist, a top 10 US bank headquartered in Charlotte, NC. Truist has a purpose to inspire and build better lives and communities–and they mean that, as you will hear through Sherry and Scott's stories.Sherry has been at Truist since 2011; she was part of SunTrust, which became Truist after SunTrust's merger with BB&T. Scott and his agency have been working with Truist for many years. Many brands switch agencies frequently–this is a story of a client and agency who have learned to work together over the years, and thus discovered the magic of teamwork with a common purpose, common objectives, and a shared ambition. Tune in for a conversation on the playbook for a successful partnership!This week's episode is brought to you by StrawberryFrog and Deloitte.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

FemmeFinancial Podcast
Ep 8: Faith, Family, and Finance: Sheila Shine's Inspirational Journey

FemmeFinancial Podcast

Play Episode Listen Later Aug 15, 2024 15:16


Sheila Shine, born and raised in Augusta, GA, is a dedicated professional in the financial services industry with a rich background in ministry and counseling. Sheila's journey into finance began after a fulfilling career in education and ministry. In 2001, she attended Capstone Institute to obtain her certification in Banking and Processing Management, marking the start of her financial career.Sheila transitioned from education to the mortgage industry, where she excelled as a broker and led the Processing Department Operations. Following the 2008 financial crisis, she joined Bank of America and SunTrust Bank, overseeing their Mortgage Lending Departments. In 2012, after SunTrust relocated, Sheila chose to take a buyout package to spend more time with her family.In 2013, Sheila attended a Financial Services meeting that sparked her entrepreneurial spirit, leading her to start her journey as a business owner. Her new career allowed her to travel extensively, meet new people, and explore diverse aspects of life.In 2016, Sheila and her family faced unexpected challenges, but this period also introduced her to Symmetry Financial Group. This pivotal moment transformed her life and career, leading to new opportunities and achievements in the financial services industry. Sheila is an Agency Owner as well as Top Producer and Most Consistent Producer. 

Bourbon Lens
282: How to Build a Whiskey Empire with Truist Financial

Bourbon Lens

Play Episode Listen Later Jun 9, 2024 47:28


Jake sits down with Joseph Goode and Cody Matthews of Truist Financial to discuss the ways you can go about building your own liquid empire. There are many strategies that Truist deploys when helping a customer realize their dream of opening a distillery, creating a whiskey company, and procuring barrels. Sit back, grab a pen and paper, and pour up some bourbon and listen to the latest episode of the Bourbon Lens Podcast. Stream this episode on your favorite podcast app and be sure to drop us a review while you're there.  We are thankful for your support over the last 5 years. We must give the biggest shoutout to our growing Patreon Community of supporters! As always, we'd appreciate it if you would take a few minutes time to give us feedback on Bourbon Lens podcast. If you enjoy our content, consider giving us a 5 Star rating on your favorite podcast app, leave us a written review, and tell a fellow bourbon lover about our show. Follow us @BourbonLens on Instagram, Facebook, LinkedIn and X.  Also, consider supporting Bourbon Lens on Patreon for some of the behind the scenes, to earn Bourbon Lens swag, join the Bourbon Lens Tasting Club, and more. If you have any comments, questions, or guest suggestions, please email us at Info@BourbonLens.com. Check out BourbonLens.com to read our blog posts, whiskey news, podcast archive, and whiskey reviews. Cheers,Scott and JakeBourbon Lens   About Truist Financial: Truist Financial Corporation is a purpose-driven financial services company committed to inspire and
build better lives and communities. With 275 years of combined BB&T and SunTrust history, Truist
serves approximately 12 million households with leading market share in many high-growth markets
in the country. The company offers a wide range of services including retail, small business and
commercial banking; asset management; capital markets; commercial real estate; corporate and
institutional banking; insurance; mortgage; payments; specialized lending and wealth management.
Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S.
Truist Bank, Member FDIC. Learn more at Truist.com. About Our Guests: Joseph Goode, Senior Vice President, is the Beverage Industry Manager at Truist, based in Atlanta,
GA. Joe has covered the Beverage Industry for more than seventeen years. Prior to joining Truist,
Joe spent time at Wells Fargo Bank and Bank of Montreal; also covering the Beverage Industry at
both institutions. Throughout his career, Joe has covered much of the US working directly with
ownership and management teams across all beverage sectors. Beer Distribution Wine & Spirit Distribution Manufacturers (Beer, Wine, Spirits, Carbonated Soft Drinks, Other Non-Alcoholic Beverages) Soft Drink Bottlers & Distributors Importers Brand Companies Blenders & Rectifiers Co-Manufacturers & Co-Packers Cody Matthews is Senior Vice President, for Truist Financial Corporation. He oversees the Louisville market and is responsible for the coordination and promotion of Truist's image within the market. Acting as chief integrator in the market for various functions including retail, wealth management, capital markets, insurance, investment banking, and commercial banking. Since being named to this position in February 2020, Matthews has overseen commercial loan growth exceeding $310 million (108% growth) and commercial deposit growth of $279 million (70% growth). During his tenure, deposit market share for the Louisville MSA has grown $590 million (37% growth), taking 52bps of market share from competitors. Matthews was recognized as a Top Performer in 2023 with the CCB Performance Award. With more than 10 years of finance experience, he previously served as a CPA for BKD and Ernst and Young and owned his own financial planning practice with Northwestern Mutual.     Image Credit: Truist Financial Corporation

City Cast DC
Gas Leaks Shut Down School, SunTrust Plaza, and Canceled Reservation Charges

City Cast DC

Play Episode Listen Later Jun 4, 2024 19:10


Gas leaks at a D.C. elementary school, more news on the Adams Morgan SunTrust plaza development, and can you be charged for skipping your dinner reservations? Hill Rag's Elizabeth O'Gorek and Axios DC's Mimi Montgomery join to get into all of it. Want some more DC news? Then make sure to sign up for our morning newsletter Hey DC. You can also become a member, with ad-free listening, for as little as $8 a month. Interested in advertising with City Cast? Find more info HERE We're also on Twitter! Follow us at @citycast_dc And we'd love to feature you on the show! Share your DC-related thoughts, hopes, and frustrations with us in a voicemail by calling 202-642-2654. Learn more about your ad choices. Visit megaphone.fm/adchoices

Getting 2 Know U Pod
205-Kris: Fin Tech Capitalist, Bullish on the XRP Token, Grew Up In Finance, Thinks Rosie Rios is Up to Something

Getting 2 Know U Pod

Play Episode Listen Later May 21, 2024 167:03


Sean and Kris talk about: (1:57) Catfishing and being hacked (9:00) Fin Tech Investing, XRP tokens, Ripple Labs and NFTs (47:13) The Great Wealth Transfer (1:01:00) Partnering up with an financial advisor to sell insurance (1:26:12) Deep diving in Ripple Labs and their XRP token and why he's so bullish on the company growing after its trial is over (1:58:05) More than 160 countries agreeing to ISO standards for crypto, the World Economic Forum, Sun Trust and 43rd treasure of the United States Rosie Rios being on Ripple's board     Get 2 Know more about Kris IG: @kris_almanza_   Follow the Getting 2 Know U Pod on Instagram, Twitter, and Facebook  Help the Getting 2 Know U Pod upgrade our recording and sound equipment through our Patreon: https://www.patreon.com/getting2knowupod Support the Getting 2 Know U Pod by SUBSCRIBING, RATING, AND REVIEWING when you listen: Apple: https://podcasts.apple.com/us/podcast/getting-2-know-u-pod/id1502868247 Spotify: https://open.spotify.com/show/686ov3pdhcVVaN4PXZeMHA?si=hE_tJlSkRii-kaSGcJgLUw&nd=1 Podbean: https://getting2knowupod.podbean.com/  

Tearsheet Podcast: The Business of Finance
Unleashing the power of brand purpose in financial services with StrawberryFrog

Tearsheet Podcast: The Business of Finance

Play Episode Listen Later Mar 12, 2024 51:38


In the dynamic landscape of financial marketing and transformation, few figures stand out as prominently to me as Scott Goodson, CEO, and Chip Walker, Head of Strategy, at StrawberryFrog. I've spoken to these guys a few times over the years and they just get it. StrawberryFrog has been called the very best creative marketing, innovations, and transformation company in the world for financial brands, having worked with some of the most iconic financial brands including the largest banks such as Morgan Stanley, Truist, First Abu Dhabi Bank. SunTrust, Bank of America, Bank of Montreal, Harris Bank, Credit Suisse as well as tech brands like AfterPay and Thrive Global. We're here to talk about activating brand purpose – throughout my conversation with Scott and Chip, we'll uncover the power of purpose in driving organizational change, how leaders can effectively activate purpose within their companies, and the impact of purpose-driven movements on both internal culture and societal change. From real-world examples to actionable strategies, get ready to gain valuable insights that can help transform your approach to leadership, marketing, and beyond. So grab your headphones and join us on this insightful journey into the heart of purpose-driven branding and leadership. Let's dive in! Here's my conversation with StrawberryFrog's Scott Goodson and Chip Walker. The big ideas Purpose-Driven Movements: The core concept discussed throughout the conversation is the idea of purpose-driven movements. These movements serve as powerful tools for organizations to not only differentiate themselves but also to address societal issues, engage employees, and drive meaningful change. Global Perspective and Experience: Scott and Chip's extensive international experience underscores the importance of a global perspective in understanding consumer behavior, market dynamics, and cultural nuances. This broad view enables them to develop effective strategies for global brands and navigate challenges across diverse markets. Leadership's Role in Purpose Activation: Effective leadership is essential for activating purpose within organizations. Leaders who embrace curiosity, openness, and a willingness to align personal purpose with corporate purpose can inspire employees, drive engagement, and spearhead movements that lead to tangible results. Closing the Purpose Gap: The purpose gap highlights the importance of ongoing activation and alignment of purpose throughout the organization. Closing this gap requires sustained effort, engagement, and co-authorship at all levels to ensure that purpose remains central to organizational culture and strategy. Movement Thinking in Marketing Strategy: Movement thinking offers a strategic approach to marketing that goes beyond traditional advertising tactics. By weaving purpose into storytelling and leveraging diverse platforms, brands can create multi-layered narratives that captivate audiences, drive engagement, and foster advocacy. Impact on Organizational Culture: Purpose-driven movements have a profound impact on organizational culture, fostering a sense of belonging, empowerment, and shared values among employees. When purpose is embedded in the fabric of an organization, it drives alignment, collaboration, and innovation. Societal Impact and Change: Beyond organizational benefits, purpose-driven movements have the potential to drive significant societal change. By addressing pressing issues such as mental health, financial literacy, and societal inequalities, brands can become catalysts for positive social impact and contribute to a more sustainable and equitable world.

Local Matters
George Halford & Meet Lillian Hartgrove, Former Chamber Vice President of Workforce Development & Education

Local Matters

Play Episode Listen Later Oct 16, 2023 34:02


George Halford meets with Lillian Hartgrove, former Group Vice President of SunTrust Bank and former Chamber Vice President of Workforce Development & Education. They talk about Lillian's background from growing up on the Mississippi coast to working at SunTrust and the Cookeville chamber, the different adjustments she experienced in moving to Miami and Cookeville, and more on why SunTrust chose to expand to Cookeville focusing on education. Listen to the latest Local Matters Podcast… Presented by Office Mart. Visit them at 215 S Jefferson Ave in Cookeville to see what they can do for your office News Talk 94.1 · Presented By Office Mart

Beyond Boards
Episode 55 - Farran Golding

Beyond Boards

Play Episode Listen Later Jul 17, 2023 122:15


Episode 55 with Farran Golding, skateboarder and journalist from Leeds, England. Together we discussed him growing up in Wakefield, reading Chromeball and Jenkem and developing an interest for writing aside from skating, asking Ben Powell if he could contribute in any way to Sidewalk Magazine, studying journalism in Manchester for a few years, writing for Leeds-based skateshop Welcome's blog and Slam City Skates, things really taking off after the first favorite spot series for Quartersnacks on Gilbert Crockett skating the Suntrust spot in Richmond VA, Jaime Owens taking him on board as contributing editor for Closer Skateboarding Magazine, developing the digital side of the mag, his recent pieces for GQ about Tyshawn Jones and Bill Strobeck's work relationship and Alexis Sablone's Converse pro-model shoe, his upcoming projects…   Intro (00:13)  Starting skateboarding (01:25)  Meeting with Ben Powell (06:30) Asking Ben to work for Sidewalk (13:04)  First interviews with Shane O'Neill and Brian Anderson (15:12)  Writing for Welcome shop's blog (16:06)  Journalism degree at Manchester University (20:41)  Collaboration with Slam City Skates (24:38)  Quartersnacks (26:10)  First favorite spot piece for QS (28:23)  AVE green bench favorite spot piece (30:40)  Editing the favorite spot pieces (36:03)  Greg Hunt interview for Speedway (38:46)  Working for Closer (44:22) Silas and wallrides in issue 4 (50:53)  Work relationship with Jaime (53:41)  Developing the digital side of Closer (57:15)  GQ (59:10)  Alexis Sablone article (01:02:22)  Other pieces for non skate media (01:05:55) Favorite things to do while working on a piece (01:08:22)  Time dedicated to research (01:10:01)  Motivation to keep writing about skateboarding (01:13:28)  Living in Leeds, ever wanted to move elsewhere? (01:18:34)  Advice on how to get into skate media (01:20:54)  What's left on your bucket list? (01:25:56)  Most valuable lesson learned from skateboarding (01:29:14)  Friends questions (01:30:55)  Conclusion (02:01:33)   For more information and resources: https://linktr.ee/beyondboards 

Nice Podcast with Dave Delaney
#54 Music industry, finance, and banking with Andrew Kintz

Nice Podcast with Dave Delaney

Play Episode Listen Later Apr 24, 2023 43:23


The Nice Podcast is brought to you by Futureforth.com. We teach leaders to improve employee retention, communication, and culture with the Nice Method™. Andrew Kintz is Executive Vice President of the Music Industry Group and Private Client Services at First Horizon Bank. What we talked about... Andrew Kintz started working at Sun Trust Bank in 1998 in Atlanta. Music industry finance and banking since 2009. Full bank within a bank only for music industry, corporations, businesses, and individuals in the music industry. Andrew introduced this in 2016 when he joined the bank. Andrew sings and can play guitar and piano. The Basement and Grimey's. Nashville oozes musical talent! Talents from commercial bankers. Dave Briggs interview. Specialty divisions tend to have high retention rates. Complexities of how copyright works on music played internationally. All Along the Watch Tower. We geek out on Neil Young. Brian Williams at Third National and Sun Trust. How to leave a lasting impression on young talent. Southern hospitality and the Golden Rule. Changing clothes depends on who you are working with. Providing top levels of service. Human capital management for high network families. Communication challenges. PPP loans during Covid. Read And There Was Light: Abraham Lincoln and the American Struggle by Jon Meacham. Contact Andrew on LinkedIn. We ❤️ Our Listeners. Please follow the show and leave a review wherever you subscribe to podcasts. Reviews and sharing the show are the nicest ways to support the podcast and are deeply appreciated. Thank you.

The Real Estate Syndication Show
WS1641: Using Your IRA to Invest Internationally (PART 3) | Evie Brooks

The Real Estate Syndication Show

Play Episode Listen Later Apr 19, 2023 20:11


In this episode of "The (Daily) Real Estate Syndication Show," host Whitney Sewell welcomes back Evie Brooks to discuss the topic of investing internationally using your IRA. Evie shares that it's a simple process to invest internationally, but it requires having a self-directed IRA and an LLC. She recommends working with a specialized division within companies such as Midland, Equity Trust, or SunTrust to navigate the guidelines and restrictions regarding IRAs. They also discuss the different types of international investments available and the tax implications of using your IRA for investments. This episode provides valuable insights for those interested in diversifying their investment portfolio through international real estate investments.Key Points from this Episode:It's possible to invest internationally using your IRA.A self-directed IRA is required for international investing.An LLC is needed for the IRA to invest internationally.International investments can be various types, including single-family residence, multifamily, condominiums, cultural, etc.Personal use of the IRA is not allowed, or penalties and taxes will apply.Tax implications vary depending on the individual and case-by-case basis.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Sarasota Stories
It's Possible This Organization Touches Virtually Every Area of Our Community – with Debra Jacobs | Episode 125

Sarasota Stories

Play Episode Listen Later Apr 18, 2023 40:55


It's incredible to think that a local organization with roots back to the Civil War is even now making its biggest impact. Today's guest will share what tremendous reach this philanthropic organization has upon our community and the lives they are changing.Hi, I'm your host Bob Williams and I'm very pleased to welcome Debra Jacobs, President and CEO of The Patterson Foundation (TPF).In this episode, you'll learn ...One thing most people don't know about Debra.The 150+ year history of The Patterson Foundation.Why the Foundation funded the Patriot Plaza at the local National CemeteryThe Five C's that drive all their funding decisions.... and much much more!Thank you for listening in today as it is my hope you will listen ... learn ... and connect!BioIn January 2009, Debra Jacobs became the President & CEO of The Patterson Foundation (TPF) based in Sarasota, Florida. Before transitioning to TPF, Debra was President of the William G. and Marie Selby Foundation, based in Sarasota. In addition to the Selby Foundation, she was responsible for the administration of eight other independent foundations.Before the Selby Foundation in May 1998, Debra was the Vice President for Institutional Advancement for Ringling College of Art and Design. Debra came to this position after 11 years as Executive Vice President for SunTrust Bank, Gulf Coast. Before joining SunTrust in December 1985, she was Senior Vice President and Retail Division Administrator of Central Trust Company in Rochester, New York.Debra received her undergraduate degree from Utica College of Syracuse University in 1971 and earned her MBA in 1981 from the University of Rochester.FacebookLinkedinYoutube

Relentless Positivity Podcast
Life as a reporter, the death of newspapers, exercising after 50 with Jay Croft

Relentless Positivity Podcast

Play Episode Listen Later Mar 28, 2023 26:34


My guest in this episode is my friend Jay Croft. Jay spent 20 years as a reporter and editor at daily newspapers across the country. In 2007, he began creating marketing content for companies like Coca-Cola and SunTrust. As a consultant and freelancer, he is affiliated with CNN, WebMD, the Functional Aging Institute, Fitness Revolution, IDEA, and more. He is also the owner of Prime Fit Content and the host of the Optimal Aging Podcast. I really enjoyed talking to Jay about his reporting career, especially the weirdest story he covered and his most meaningful one. Also, how he pivoted and continues to pivot when newspapers started dying. Jay has led an interesting life and shares some great stories and anecdotes in this one. Follow Jay on his website Prime Fit Content and look for the tab in the upper right to follow Jay's podcast. I hear the episode with this young kid Joe Martin is pretty dang good... Please support my sponsors! I know them all personally and can vouch for their integrity and quality. -For website design, graphic design, internet marketing, and more check out McWilliams Marketing at http://www.McWilliamsmarketing.com  -Use Patnaik Realty for ANY real estate needs you have. I mean anything! Residential, commercial, property management, investments, acquisitions. He does it all.  Call Teek at 256-694-0117 or e-mail him at Teek@PatnaikCo.com -My Amazon Best Selling Book "Relentless Positivity" is now available as an audiobook!- https://huntsvillebootcamp.fit/relentless-positivity-audiobook-1151 --- Send in a voice message: https://podcasters.spotify.com/pod/show/relentlesspositivity/message

Dissecting Success
Ep 107: Stop the Endless Search for “Happiness” with Eunicia Peret

Dissecting Success

Play Episode Listen Later Jan 10, 2023 30:55 Transcription Available


“Success means being in a place of contentment, happiness and peace with all things that are happening in my life, regardless whether your circumstances are good or bad.”This week's guest Eunicia shares with us her story on living paycheck to paycheck because of an endless search for “happiness” and how changing the way she views having money, allowed her to optimize her own wealth. Now she supports individuals and business owners to build their wealth and create financial freedom from a place of abundance. About the Guest: Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor and educator. She is the CEO and Founder of Empowered Financial Planner.On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients.In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization.Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thought leadership experts.In her past she's worked with the world's most renowned financial organizations such as Citibank, AMEX, Aviva, SunTrust, etc. Eunicia was also a trusted advisor to top level executives, and invested heavily in identifying leading practices when it comes to delivering value to her clients.Eunicia is passionate about seeing true transformation in her clients' financial success stories.She is a happy wife and proud mommy of two amazing children. In her spare time, Eunicia enjoys spending time with family, spending time in nature and reading self-development books.Website: www.empoweredfinancialplanner.comSocial links:https://www.facebook.com/euniciaoperet; https://www.facebook.com/empoweredfinancialplanner; https://www.instagram.com/euniciaperet/; https://www.linkedin.com/in/euniciaperet/#; https://twitter.com/euniciaperet; https://www.youtube.com/channel/UCzSkmxARMNMrjnz6FwlbMXAAbout the Hosts:Blair Kaplan Venables is an expert in social media marketing and the president of Blair Kaplan Communications, a British Columbia-based PR agency. As a pioneer in the industry, she brings more than a decade of experience to her clients, which includes global wellness, entertainment, and lifestyle brands. Blair has helped her customers grow their followers into the tens of thousands in just one month, win integrative marketing awards, and more. She has spoken on national stages and her expertise has been featured in media outlets including CBC Radio, CEOWORLD Magazine, She Owns It, and Thrive Global. Blair is also the #1 best-selling author of Pulsing Through My Veins: Raw and Real Stories from an Entrepreneur. When she's not working on the board for her local chamber of commerce, you can find Blair growing the “I Am Resilient Project,” an online community where users share their stories of overcoming life's most difficult moments.

Jeff Mendelson's One Big Tip Podcast
E296 - To stay ahead of the competition, position yourself as a problem solver to your audience | with Chris Lalomia

Jeff Mendelson's One Big Tip Podcast

Play Episode Listen Later Dec 27, 2022 22:21


Chris Lalomia is a man of many hats, a successful entrepreneur, author, and podcast host. In 2008, Chris decided to dip his toes into the entrepreneurial space and began The Trusted Toolbox, a home repair and renovation company located in Atlanta, Ga. Since its inception, The Trusted Toolbox has grown into a multimillion-dollar handyman and remodeling business. It took more than luck to grow a business from the ground up during the great recession. Chris believes his success is due to his business acumen. By positioning himself as a problem solver in the home repair industry, Chris gained loyalty from his customers. If you're interested in learning how to grow a business regardless of the economic climate and are willing to put your customers' needs first, read on!Owning his own business was not something on Chris's to-do list. Chris worked for Sun Trust bank as a mechanical engineer with a master's degree. Highly successful in his position, he found it left him empty. In search of personal satisfaction and fulfillment, Chris quit his corporate job and ventured out independently. Creating the Trusted Toolbox during an economic downturn was not easy, but 14 years later, Chris is grateful for his journey and thriving business. When you ask Chris how he started a successful business during a recession and continued to thrive during Covid 19, Chris credits his success to being a problem solver. The One Big Tip he offers audiences is that if they want to own a thriving business, they need to position themselves as problem solvers in their industry. Every day with the ever-changing economic and political climate, things are changing, and suppliers and materials are forever shifting. Being able to ebb and flow with whatever the world throws at you is how you build a successful business. To be the best you can be, you need to accept that no one person can be an expert on everything. Chris laughingly credits much of his success to his coined entrepreneurial ADD, something many business owners can relate to. Hiring people to run your departments is the best way to manage that. When you outsource your demands to the people who can do it best, you create a successful foundation. This allows you to offer the best service in every aspect of your business. You need to empower your employees. Let them feel proud of the work they do and the success they bring to the company. That is how you grow a strong team that your company and customers can rely on. Another tactic that Chris relies upon to keep his company strong is hiring people who are the right fit for the business culture. It works out like a self-selection process. The people who won't succeed end up walking away on their own due to the rigorous business environment and expected work ethic when they join his team. The last strategy Chris relies on for his business to succeed is reviews and newsletters, keeping his brand at the forefront of consumers' minds. By creating an email list and sending out a monthly newsletter, his brand is on top of the minds of his target audience. They may not need his services today but will reach out when they do. After that, customer satisfaction is most important. This is probably the most challenging part of being an entrepreneur. In a world where everyone is looking for instant gratification, developing the patience needed to grow a successful business is challenging. If you're looking to grow your business or establish yourself as an authority in your field, the most important thing you can do is put your customers first. Be a problem solver and think about how you can make their days easier. In This Episode:[2:45] Chris shares his road to entrepreneurshipYou don't always know where you'll end up, and that's fine. Just follow your passionWhen you are passionate about what you do, it's easy to...

#ThisWeekWithSabir - This Week With Sabir Semerkant
#072 B2B Journey of the TheTrustedToolbox with Chris Lalomia

#ThisWeekWithSabir - This Week With Sabir Semerkant

Play Episode Listen Later Nov 30, 2022 59:36


Meet Chris Lalomia. Chris is a successful entrepreneur and change leader that has built on his experiences working with the largest companies in America and bringing his unique style to produce success in starting his business from an idea. He currently runs a multi-million-dollar handyman and remodeling company and has started the Home Service Institute to provide a community of like-minded service business owners who have a passion for providing an incredible Customer Experience. Starting a business from scratch is the single hardest business move anyone could undertake and Chris was able to start a business during the 2008 recession and grow it into a thriving symbol of professional home repair excellence in the Metro Atlanta area. The Trusted Toolbox is the largest award-winning handyman company in the area. Chris is originally from Michigan and grew up in Jackson (60 miles west of Detroit) and YES, he uses his hand to show where is from. He went to school in the Upper Peninsula and earned his Bachelors Degree in Mechanical Engineering at Michigan Tech University. He then realized that he wasn't enjoying the cold, so he moved to Charlotte, NC and earned his Masters Degree in Precision Engineering from The University of North Carolina - Charlotte. His path to business ownership was a lot like peoples' paths to their current position… not exactly straight… His first engineering job was at Curtiss-Wright Flight systems making airplane parts, but soon realized he needed to add some other business skills to his resume, he joined Accenture and began working with large banks to help them merge, which led him to SunTrust where he ran the Commercial loan operations department… That meandering path led him to start The Trusted Toolbox in 2008. That's right at the start of the recession, and he has proven that he could make it through those times. He has lived Georgia since 2001, with his wife Nicolle and they have 2 children. Sydney and Austin. He likes to spend his free time enjoying wine and good food , playing golf and watching sports. #b2bmarketing #entrepreneurship Topics covered: b2b marketing,b2b sales,b2b lead generation,b2b,b2b lead generation strategies,b2b marketing strategies,b2b lead generation ideas,b2b sales funnel stages,b2b leads,b2b sales funnel,b2b marketing strategy,b2b sales process,sales development,b2b business marketing,business marketing,patrick dang,b2b saas,sales lead generation techniques,new marketing ideas for 2023,gary vaynerchuk,marketing trends 2023,garyvee,lead generation In this week's episode of This Week with Sabir, Chris Lalomia shares his journey from novice marketer to experienced lead generation pusher. Hear how Chris used social media, lead gen forms, and email campaigns to scale his lead generation business and make more sales. If you're looking to learn how to generate leads for your business, then this episode is for you! Chris shares his experience and tips on how to grow your lead generation business and make more sales. Hear how Chris used social media, lead gen forms, and email campaigns to scale his lead generation business and make more sales. Don't miss out, subscribe now to learn from the best! --- Support this podcast: https://anchor.fm/sabir-semerkant/support

The Model FA
The One-Page Financial Plan with Nic Nielsen

The Model FA

Play Episode Listen Later Oct 24, 2022 41:47


Nic Nielsen is a certified financial planner and the Co-founder of Know My Plan, a firm that helps sales executives feel confident and reduce financial anxiety with a one-page financial plan. He is the author of Visual Finance, which shares illustrations of financial planning topics alongside corresponding QR codes to short videos that elaborate upon real-life financial planning applications. Before co-founding Know My Plan, Nic served as Vice President and Financial Advisor for SunTrust Investment Services. He was also a financial advisor for PNC, where he worked for over five years before joining SunTrust. Nic graduated from the University of Saint Francis with a Bachelor of Arts degree in Business Administration.   Nic joins me today to discuss the one-page financial plan, its contents, and its impact. He shares what made him transition to the world of finance after initially studying engineering in college and the inspiration behind the one-page financial plan. He explains what his clients think about the one-page financial plan and how content creation on LinkedIn transformed Know My Plan's business. He also highlights how creating content shortens the sales process and underscores the power of simplifying financial plans.   “There's no one way to do a financial plan. The best financial plan is the one that somebody can stick to and implement.” - Nic Nielsen   This week on The Model FA Podcast:   Nic's background, how he learned about investing, and his beginnings in financial planning Why people transition to the independent financial advisory world The origins and content of the one-page financial plan How clients perceive the one-page financial plan The DIEM process and how creating content transformed Nic's business The value of diversifying content and how often Nic posts on LinkedIn How many leads Nic would get in the early stages of creating content The power of networking on LinkedIn and why salespeople appreciate the one-page financial plan Breaking the feast/famine cycle and how creating content shortens the sales process   Resources Mentioned:   Book: Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink and Leif Babin   Our Favorite Quotes:   “Social media, when executed properly, can really be a Swiss army knife for prospecting, lead flow, adding value, and staying relevant in between your reviews with clients.” - David DeCelle “Salespeople are one of the biggest groups of people that will appreciate the simplicity of a one-page financial plan.” - David DeCelle “The beauty of marketing is that when you put out to the world what your process is, the people you attract self-select.” - Nic Nielsen   Connect with Nic Nielsen:   Know My Plan Email: nic@knowmyplan.com Book: Visual Finance Know My Plan on LinkedIn Nic Nielsen on LinkedIn   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Travillian
Culture, Leadership & Employee Engagement: A Conversation with Todd Weiden, Founder & Principal at Saltee Co

Travillian

Play Episode Listen Later Oct 20, 2022 19:54


Brian Love, Head of Banking and Fintech at Travillian, is joined by Todd Weiden, Principal and Founder of Saltee Co. Weiden has nearly 20 years of experience as a rising star, most recently as Synovus' Director of Strategic and Business Transformation and previously as SunTrust's EVP of Branch Transformation. Todd recently established his consulting firm, Saltee Co, “that exists to BRING TO LIFE ideas + strategies that will permeate + preserve your organization, driving an incredible experience + growth for your team.”

Tech Pro Unicorn Podcast
From The Zoo To The Wild With Chris Lalomia - Make The Leap To Small Business Ownership

Tech Pro Unicorn Podcast

Play Episode Listen Later Oct 5, 2022 44:56


Chris Lalomia is a successful entrepreneur and change leader that has built on his experience working with the largest companies in America to start his own business from scratch.  He brings his unique style to leadership to build a culture of professionalism to the blue collar world of home renovations.  He left the corporate zoo and ventured into the entrepreneurial wild and started The Trusted Toolbox: Home Repair and Projects in 2008.  YES, he started a business right before the Great Recession, so timing the market is not his strength.  He survived through that time and has grown his business into a multimillion dollar handyman and remodeling company which has won numerous awards in Atlanta, GA.Chris is originally from Jackson, MI, and he does use his hand to show where he lived.  He went to college and earned his Bachelors and Masters Degrees in Mechanical Engineering.  His path to business ownership was similar to most people's journey to their current position… spinning and winding… His first engineering job was at Curtiss-Wright Flight systems making airplane parts, but soon realized he needed to add some other business skills to his resume, he joined Accenture and began working with large banks to help them merge, which led him to SunTrust(now Truist) where he transformed the commercial loan operations department… That meandering path led him to make the leap into starting his own business, The Trusted Toolbox in 2008.  His company is focused on processes and training to deliver home renovations and earning customers trust each day.  The culture in the company is on continuous improvement and allowing the “artists” in the company to show off their talents as they are set up for success.  Chris appears regularly as a guest on WSB95.5's Home FixIt Show with Dave Baker, All Four Season Home Show, and TrustDaleTV providing advice on home projects for consumers and answering their questions.Chris resides in Johns Creek, GA and when not working on his business, he enjoys cooking, good wine and escaping with his wife, son and daughter to their mountain getaway with his wife.www.safaripodcast.comwww.thehomeserviceinstitute.comwww.zoo2wild.comwww.thetrustedtoolbox.comMichael and Chris talk about the importance of customer service and technology to empower small business ownership. How it can transform an industry!

Data Science Perspectives
Season 5, Episode 2 - Ken Viciana, Vice President, Global Data & Analytics Product, TSYS

Data Science Perspectives

Play Episode Listen Later Sep 29, 2022 28:19


A discussion with Ken Viciana, VP Global Data & Analytics Products, TSYS. Also prior roles at Fiserv, Equifax, and Suntrust (now Truist) He talks about the shift from internally focused data efforts to externally monetizing data, the importance or relationship building, and how social networking can help a career #analytics #datascience #leadership #machinelearning #ai #artificialintelligence #TSYS #Fiserv #Suntrust #Truist

The Courage To Lead
Ep 182: Bill McDermott – Courage to Have Faith and Follow the Plan

The Courage To Lead

Play Episode Listen Later Sep 13, 2022 57:08


Bill McDermott started out as the “repo man” as part of Wachovia Bank's management training program before moving to Atlanta to work for Peachtree Bank, which later became SunTrust. There, he distinguished himself as a great producer of loans and deposits for the bank, climbing the ranks to ultimately become a Group Vice President in the Commercial Banking division. Bill combined his sales success from his banking/insurance experience with his deep financial/analytical skills and launched The Profitability Coach in April 2009. His purpose quickly became “making business owners better financial managers”. You can learn more about Bill and his programs by checking out his website: https://theprofitabilitycoach.net/ or email Bill directly at bill@theprofitabilitycoach.net ******************************************** Want to learn how to attract, hire, and retain top-tier employees? Interested in learning how to scale your business to increase revenue and profit while working less? Then join my Business Success Mastermind group. A new cohort is starting. Now accepting applications: https://ib4e-coaching.com/mastermind ******************************************** Please support this podcast: https://ib4e-coaching.com/podinfo #leadership #leadershipcoaching #business #success #billmcdermott #theprofitabilitycoach ******************************************** If you like this podcast, consider supporting the effort. Every little bit helps. Thanks.

CFO Thought Leader
829: All Aboard for Accelerated Learning | Jamie Britton, CFO, Texas Security Bank

CFO Thought Leader

Play Episode Listen Later Aug 31, 2022 42:08


The expression “accelerated learning” has been used by a number of our recent CFO guests to distinguish periods within their careers when circumstances demanded a hastened pace of knowledge gain. For Jamie Britton, this period of time began when an economist at SunTrust Bank pulled him into a conference room and offered him a position on a newly formulated team being tasked with supporting the bank's senior management in the midst of the economic downturn. “All eyes were on capital adequacy due to the massive losses that banks were having to recognize, and I had to come up to speed very quickly to learn how to calculate regulatory capital for the bank,” explains Britton, who was first hired by SunTrust in 2006 to help develop to a scenario analysis process for the bank's operations. The new role, which Britton eagerly accepted, involved the creation of tools and metrics capable of serving senior management as it sought to maneuver away from the economic calamity. Recalls Britton: “We were charged with coming up with something that was fast, reliable, and reflective of all of the types of decisions that the board and senior management were having to make almost on an hour-by-hour basis.” Having added some luster to his risk credentials, Britton eventually joined Texas Capital Bank, where doors swung open to the finance executive as he introduced stress-testing processes to a number of functional areas. “When we did a good job in one area, we were then asked to partner with another area,” says Britton. “It was just a great way to learn the different parts of finance as well as the organization.” –Jack Sweeney

Dark Rhino Security Podcast
SC S7 E5 Stepping Out of Your Comfort Zone

Dark Rhino Security Podcast

Play Episode Listen Later Aug 26, 2022 52:27


#SecurityConfidential #DarkRhinoSecurity Paul is an experienced Cybersecurity executive with many skills, including being an expert on Cloud Computing. He has worked as an information security leader for Truist, Head of Cloud Security for SunTrust, and Security Architecture for Capital One. He is also a contributor to CIO Review and most recently in IDGs CIO Think Tank Roadmap report on Setting the Multi-Cloud Agenda. 00:00 Introduction 01:58 Pauls Background 13:24 Learning to take risks with your job 17:31 Advice for your career 19:00 More about Paul's background 26:00 Clear Program 28:04 Malware and Bad Actors 37:20 True Stories 42:05 Microsoft, Google, Amazon 45:10 The Cloud 47:00 Top 5 tips for Companies to look at when mobilizing 49:50 Asset managers 51:45 Connecting with Paul To learn more about Paul visit https://www.linkedin.com/in/paulhamman/ To learn more about Dark Rhino Security visit https://www.darkrhinosecurity.com SOCIAL MEDIA: Stay connected with us on our social media pages where we'll give you snippets, alerts for new podcasts, and even behind the scenes of our studio! Instagram: https://www.instagram.com/securityconfidential/ Facebook: https://m.facebook.com/Dark-Rhino-Security-Inc-105978998396396/ Twitter: https://twitter.com/darkrhinosec LinkedIn: https://www.linkedin.com/company/dark-rhino-security Youtube: https://www.youtube.com/channel/UCs6R-jX06_TDlFrnv-uyy0w/videos

The Wiggin Sessions
Zach Scheidt—How to Protect Your Family's Wealth During a Bear Market

The Wiggin Sessions

Play Episode Listen Later Aug 12, 2022 40:33


"A bear market and a recession… are very different. We're in a bear market right now. As an investor, you can make a difference with your overall wealth by understanding what areas vulnerable and what areas can profit as these new changes take place in our economy."—Zach Scheidt Bear markets are challenging to work through, but they can create much more wealth if you know how to deal with them. Zach Scheidt has a solid history of identifying oversized payout opportunities. He is the editor of a library of investment advisories, including Rich Retirement Letter and Lifetime Income Report, and the author of Big Book of Income. A former hedge fund manager, the growth of his own family, sparked him to change his career and invest in his passion for helping families grow their wealth so they can focus on the things that really matter. Zach joins me on this episode of The Wiggin Sessions to share his pillars of successful income investing, so you always have cash coming into your account during this time when extra funds are needed to deal with the recession. Listen in as he shares his top investment strategies for investing right now so you can generate extra income from the market and grow your wealth as we exit this economic slump. Key Takeaways Zach shares what happens to blue chip dividend stocks in the face of a recession during a bear market He shares why understanding the overall economy is the key to making the right moves in your investments to increase your wealth How bear market rallies impact dividend stocks Why human nature is the driving force during bear market rallies The false signals in speculative stocks that can lead to big money losses Why the strength of the US dollar is debilitating profits for US companies doing business internationally Why investors should focus on American-made and sold products Why net interest income (NII) makes healthy regional banks like SunTrust so appealing right now How retailers like Walmart and Target botched first two quarters of the year are leading to big payoffs for deep discount stores like TJ Maxx and Dollar General Connect with Zach Scheidt Zach Scheidt Zach on LinkedIn Connect with Addison Wiggin Consilience Financial Be sure to follow The Wiggin Sessions on your socials. You can find me on— Facebook @thewigginsessions Instagram @thewigginsessions Twitter @WigginSessions Resources Big Book of Incom Rich Retirement Letter Lifetime Income Report: Your Exclusive Dividend Retirement Guide Your Guide to New SEC Rules It's a Bargain Buy (and You'll Hate It!) on The 5 Min. Forecast

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Innovation in Financial Services with Citizens, Comerica, Ally, & Truist Executives

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

Play Episode Listen Later Jun 27, 2022 38:27


675: In this interview, four executives from the financial services industry give their perspectives on talent, data, and innovation at their respective companies and what the future of the industry looks like. Citizens Bank's Michael Ruttledge discusses the company's in-house engineering academies and training programs and how automation is helping with a more efficient self-service-focused customer experience. Comerica's Megan Crespi covers the DE&I recruiting programs at the company and her thoughts on the “Amazoning” of customer expectations. Ally Bank's Sathish Muthukrishnan talks about leveraging data to differentiate the digital-born company from its competitors. Finally, Truist's Scott Case gives insight into the merger of BB&T and SunTrust that formed the company and how its Digital Straddle helped facilitate the merger during the pandemic.

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Innovation in Financial Services with Citizens, Comerica, Ally, & Truist Executives

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

Play Episode Listen Later Jun 27, 2022 38:27


676: In this interview, four executives from the financial services industry give their perspectives on talent, data, and innovation at their respective companies and what the future of the industry looks like. Citizens Bank's Michael Ruttledge discusses the company's in-house engineering academies and training programs and how automation is helping with a more efficient self-service-focused customer experience. Comerica's Megan Crespi covers the DE&I recruiting programs at the company and her thoughts on the “Amazoning” of customer expectations. Ally Bank's Sathish Muthukrishnan talks about leveraging data to differentiate the digital-born company from its competitors. Finally, Truist's Scott Case gives insight into the merger of BB&T and SunTrust that formed the company and how its Digital Straddle helped facilitate the merger during the pandemic.

How to Scale Commercial Real Estate
The Golden Rule in Real Estate

How to Scale Commercial Real Estate

Play Episode Listen Later Jun 18, 2022 24:32


Is it worth it to invest in gold?   Bringing in years of experience working for the oldest continuously family-owned and operated precious metals dealer in the US, Robert Goodin answers why we should add gold, silver, and platinum to our portfolio. Robert also gives his perspective as a real estate investor and talks about networking with leaders in the business, finding value in the market, and helping others get the financing they need.   [00:01 - 04:12] Networking is Key Robert shares his background Selling precious metals and side hustling in real estate on the side Building relationships with successful people    [04:13 - 10:25] Investing in Precious Metals Comparing the US dollar to gold Why gold is similar to real estate The potential of silver and platinum   [10:26 - 22:16]  Starting Small in Real Estate and Scaling Up Scouring the market to find value Turning around raw, underappreciated land How marketing and subdividing are keys to profitability What Robert and his team do to help people who are struggling to finance a property Working with notes and the importance of pre-payment penalty Finding the right people Robert's thoughts on debt   [22:17 - 24:31] Closing Segment The best piece of advice Robert has received Reach out to Robert!  Links Below Final Words Tweetable Quotes   “Gold still makes sense. Countries buy gold. Central banks are buying gold.” - Robert Goodin “You've got to know your market to be able to identify value.” - Robert Goodin “It's about the right people. You can kind of tell when somebody has your interest in mind.” - Robert Goodin -----------------------------------------------------------------------------   Connect with Robert at robert@mcalvany.com or 8556385616! If you want to know more about the precious metals market, check out their show, the Golden Rule Radio on McAlvany Financial's Youtube channel. They post every Thursday!   Connect with me:   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook   LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below:   [00:00:00] Robert Goodin: There's been times when it only takes 50 ounces of gold or a hundred ounces of gold to buy the median home price in the states. That's a good trade. So gold buy real estate. If it's too high, it's over 200 being, I think, above the average. Well, real estate, may be a little too high compared to something else like a commodity gold. [00:00:31] Sam Wilson: Robert Goodin, a good old boy from Tennessee who believes in the golden rule, like his YouTube report, Golden Rule Radio, Robert, welcome to the show. [00:00:39] Robert Goodin: Hey, thanks. So glad to be here.  [00:00:41] Sam Wilson: Pleasure is mine. Same three questions I ask every guest who comes on the show: in 90 seconds or less, can you tell me, where did you start? Where are you now? And how did you get there?  [00:00:50] Robert Goodin: Yep. So I grew up in Tennessee, rural Tennessee, outside of Chattanooga, had a family who had some businesses. They were in the boat dock business Center Hill Lake, Dale Hollow Lake, Fontana back in the 50's, 60's, 70's. So my mom grew up. Doing that running the businesses with my grandfather. And so I kind of always had an eye for trying to recognize opportunity. You know, what makes sense, what makes sense in a business sense and societal sense. [00:01:20] Robert Goodin: And then what doesn't make sense when, when to not say something does work went to college at Sewanee: The University Of The South, got exposed to some of the, you know, older money crap. And my grandfather had always said, you know, those, those types of people can employ you. They can give you opportunity. [00:01:37] Robert Goodin: And it was about the people, not the education that I was going to get there 'cause it was totally different than what I expected walking in there. And so I recognize that he was a smart dude and he always said go west there's opportunity out west. I ended up right out of college, worked for SunTrust bank, did some mortgages, stuff like that for a couple of years. [00:01:57] Robert Goodin: And then, through a family that I went to college with, they had an opportunity here in Durango, Colorado. I quit my job cold Turkey at the bank didn't know what I was going to do, but I packed up my car and left Tennessee, headed out west, ended up in Durango, Colorado, and started working for them, met some more of the right people. [00:02:15] Robert Goodin: And I've been doing precious metals for the last 15 years. I worked for the McAlvany family. They're the oldest continuously owned and operated precious metals dealer in the states. The founder helped get gold legalized in the seventies. So I worked for a neat family and my side hustle real estate. [00:02:37] Robert Goodin: So I was at the real estate conference there, The Best Ever Conference, met you a few years ago, Sam, and then saw you again, not too long ago. So been doing side hustle real estate deals, started small scaling up and, you know, I sell precious metals as a, as a career, but the real estate thing's worked out well, Colorado real estate's been good to me.  [00:03:00] Sam Wilson: That's awesome. I love your story there. There's so much to pull out of that. The one, the one thing that I like what you said, which if you're listening that don't know about Sewanee and it's pretty probably one of the prettiest campuses. I think that existshere in the States. That's a, that's a gorgeous campus there in east Tennessee, but you know, it is, it is about I think building your network. [00:03:22] Sam Wilson: And I think that's a, that's a repeating theme I hear on the show. It's not, you know, the, the, the kind of overused phrase is not what it's, who, you know, but. It is, and it's putting yourself in those situations. And I think that's a, that's something that you just do over and over, right? I mean, it didn't end when you went to Sewanee, you had to continuously, and you still do put yourself in the right environment in order to grow. [00:03:43] Robert Goodin: That's right. Yeah. I think it is about the people. It's kind of like the saying don't marry for money, but look for love among the wealthy. [00:03:56] Sam Wilson: I've not heard of that. That's pretty good.  [00:03:59] Robert Goodin: You know, so my, my grandfather encouraged me to get involved with people, you know, who had businesses and, and learn from.  [00:04:08] Sam Wilson: Yeah, no, that's, that's absolutely, absolutely true. Tell me, you know, a little bit about, let's talk about gold and precious metals for a minute. I don't want to stay here for too long, but certainly want to hear, you know, what it is that you do, what you're seeing in the market, why people are going to gold. Just, just give us your overall market sentiments, because this is not something that I know that much about, and certainly don't specialize in a day-to-day.  [00:04:34] Sam Wilson: Sure. I think the interplay between the dollar being what everybody considers as liquidity and capital and gold, I consider gold capital. I go between gold and real estate. [00:04:50] Robert Goodin: The US dollar index right now, hit the highest level a few days ago since 2003. And it sure doesn't feel like the dollar is strong. If you go to the store and buy something. But there's weakness in Europe specifically that has been driving the dollar index way up. And I think it's, it's a better form of measurement to measure the dollar price in some commodity like gold instead of looking at the dollar index because the dollar index is at a high that it hasn't been, there was a high in 2020, and during COVID because the dollar was liquidity, it was the safe haven currency. There was a high in 2017, but the dollar poke just above that. And it hadn't been that high since 2003 on the index, right? Well, obviously you don't feel that buying something and being a consumer here in the states, but the dollar index is at a high. And the last two times a dollar index was, is a high 2017, gold was around 1212 to 1300. Then again in 2020 at a high again around where it is right now. And gold was in the 1600, 1650. [00:06:01] Robert Goodin: Today, Gold's around 1900. So you've got gold, kind of stair-stepping higher. And I think that's a better barometer for how powerful the dollar actually is. So I see gold as a safe haven going forward especially. And it is, there's some overlap between the real estate market and gold and silver, because you can do precious metals in your self-directed IRA. [00:06:26] Robert Goodin: So it's one of the reasons we were at The Best Ever Conference. You know, the, that group already, you, a lot of them have self-directed IRAs that they're doing real estate deals, Well, you can do precious metals in there as well. So there's a lot of overlap there and it's a mindset of a tangible asset. [00:06:43] Robert Goodin: You know, gold is basically real estate that you can move hide and, and trade and liquidate. Liquidity, it is a big, big thing I think, in today's market.  [00:06:52] Sam Wilson: Yeah. And certainly, certainly, you know, traditionally gold has been held as an inflation, you know, as a, as a hedge against. So, you know, seeing, seeing that, and I love, I love the idea of not heard anybody talk about that yet about comparing gold to the dollar index, because you're absolutely right. [00:07:10] Sam Wilson: None of us are going to, the, none of us are going to the gas pump or the grocery store and paying five or six bucks a gallon for diesel or gas. And then, you know, you didn't pay in 25% and 30% more for the same product and going, yeah. My dollar is buying a lot more. Clearly our dollars not buying more. And so that's a, that's a really intriguing kind of interplay between. [00:07:30] Robert Goodin: Yeah. I think it's about what you measure it against, you know, measuring anything against anything. There's kind of a relationship between gold and the average price of a home in America where it takes average 200 ounces of gold to buy the average house. [00:07:45] Robert Goodin: So I'm not just measuring it in price of the home or price of the piece of property, if you look at certain times and periods over time, there's been times when it only takes 50 ounces of gold or a hundred ounces of gold to buy the median home price in the states. That's a good trade. So gold buy real estate. [00:08:04] Robert Goodin: If it's too high, it's over 200 being, I think about the average. Well, real estate may be a little too high compared to something else like a commodity gold. So it's a a way to measure something. We do that with golden silver. We look for which one is undervalued or overvalued at any time, and there's a relationship that they have, that there's a consistent range that you can actually trade. But anyway, let's jump to real estate. If you want to. I don't know where...  [00:08:29] Sam Wilson: I certainly do. I've got one last question for you in, in the precious metals markets. Where do you think, today, which we're recording this and obviously this can change even by the time this goes live, today is May 3rd, 2022. And we're recording this. What is the value play right now in precious metals, the gold, silver, palladium. What is it?  [00:08:49] Robert Goodin: Yep. I would say. It was silver and platinum. Silver is about half of its all time high. What other commodity is half of it's all time high? Most of the other commodities are at all time highs. [00:09:04] Robert Goodin: So silver has a range that it's previously traded, that it could double from here and just be pushing back to an all time high. I think it's ultimately going to a higher, all high time high. But silver's good value. Platinum is about half the price of gold. Platinum is 5 to 10 times rare than gold, about 12% of its supply comes from Russia, which could put some strain on the price of platinum. [00:09:29] Robert Goodin: And so platinum's usually about one-to-one or even higher than the price of gold. So selling it a 50% discount to gold, I think platinum will ultimately have the day in the sun being a number of thousands of dollars an ounce. And right now it's below a thousand. With that said, I also like gold as kind of the ballast of the ship, right? [00:09:49] Robert Goodin: Gold is less volatile than the other industrial metals, like silver and ,platinum have a lot of demand from the industrial side. So I I'd say that gold still makes sense. Countries buy gold. Central banks are buying gold. They turned to net buyers of gold. So I like to have a mix because at certain times one can fluctuate dramatically to the other one. [00:10:08] Robert Goodin: And I would maybe sell ounces of gold to buy silver or vice versa. But silver and platinum are definitely your, your underappreciated prized assets right now in the metals.  [00:10:18] Sam Wilson: Awesome. I love it. Thanks for taking the time to break down your industry expertise there in the precious metals markets. Appreciate that. Let's talk about real estate. What's a, what's a deal you're involved in right now? Kind of, kind of just give us a case study on one of those.  [00:10:33] Robert Goodin: Sure. I started small. And I was patient probably shouldn't have been, being in Colorado in 2007. You could have bought anything from between 2007 and 2020. [00:10:48] Robert Goodin: And it was a good value, but I, what I did is I, I got on, I got my buddy, who's a partner of mine to, to set me up with a list of all the properties that are coming to the market. As soon as they get posted, I get an email and I would just scour through those. Look for what's out there because you've got to know your market to be able to identify value. And so I waited years, but I was looking at every single thing coming on the market, not in just set the range tightly of what I could afford. I set the range pretty wide because certain properties may be way out of your reach in terms of being able to buy it, and make it work, and be profitable, and produce income. [00:11:32] Robert Goodin: But there may be something to that property that's out of your reach, where you do want to go use debt and actually make it work because you've got these added value things on there. So I, I was too patient at first in 2007 to about 2010, but I wanted to really look at what the, being able to identify value. [00:11:53] Robert Goodin: What is the value? So I scoured through all the properties coming on the market for awhile before I really selected something that made sense 'cause then I knew that I was buying value. I knew what else was out there.  [00:12:04] Sam Wilson: Right, right. What were you buying?  [00:12:07] Robert Goodin: Single-family home at first, but also before that, buying land. Raw land, kind of just underappreciated and land that, you know, I can buy it at a lower value than what I thought it was worth. And ultimately a lot of those pieces were not marketed well. It was kind of finding a crappy realtor who didn't know what they were doing, and buying land, and then turn it around, and selling it. [00:12:36] Robert Goodin: So I think my first deal was like, I paid like 16 grand cash for a deal. Six weeks later, I sold it for 64. So, you know, since then I've done similar things and it's worked out. I hadn't lost money with it. And you know, we just, we're about to cash out on one and we've been looking for opportunity again, the same way, looking across the board to find a piece that's valuable, you know, under, underappreciated, but valuable. [00:13:03] Robert Goodin: And there's just nothing there, Sam. I mean, we've looked at within three or four or five hours from where we are, and we're probably not going to 10 31 exchange because there's just nothing there yet.  [00:13:16] Sam Wilson: When you say there's nothing there to buy, you're saying that there's no...  [00:13:19] Robert Goodin: No good value. [00:13:21] Sam Wilson: And you're saying the land and the land market?  [00:13:24] Robert Goodin: Land. Specifically land.  [00:13:26] Sam Wilson: Were you guys taking that and subdividing that and selling them off as parcels? What was, what was your strategy?  [00:13:32] Robert Goodin: Some doing that as well as just flipping. And I know that kind of goes against a lot of maybe what some people are familiar with being able to flip land for a profit. Right. But yeah, subdividing was, was also key in the profitability.  [00:13:49] Sam Wilson: Yeah. I mean, what are you guys, and I went, I've had a couple, you know, intense land investors on the show and we've, we've bonded into depth. Certainly try to find them, put those episodes in. I don't, but you know, but, but put those episodes in the show notes, but what, what were you doing? 'Cause it does kind of go against the grain. If you came to me and said, Hey man, here's a piece of land that's put on the market for a year as not sold, but I want to buy it and sell it for a lot more. I'd be like, no, I'm not in. What you do differently? [00:14:17] Robert Goodin: It was poorly marketed. That was really it. Getting really good pictures, talking about elevation, but like specifics that added a little bit of value to somebody just walking across the board and seeing it. But mostly the splitting of land was, was the profitable one.  [00:14:33] Sam Wilson: Who was the end buyer?  [00:14:36] Robert Goodin: Ah, yeah. Good question. Because that is key. They were people who couldn't afford to get a standard bank loan. So a lot of it was, we bought it, split it, and owner financed. So we carry the note and that allowed somebody to get into some place that they could camper drop a mobile home and we'll look to doing some mobile home parks. [00:15:03] Robert Goodin: And a lot of them are just, we're just overpriced. But a small scale of that was allowing somebody to not have to put 25-35% down. We'd take 10-15% down and owner finance it. And then, you know, a year or two later, we'd sell the note, full face value note and move on. Also it helped them to get traditional financing. [00:15:26] Robert Goodin: So my parents did that a little bit in Tennessee with renters. They would help the renter, you know, improve their credit score and get to the point where they can actually buy. And so you're doing, you're adding value to somebody who can't get into a property because they just can't afford it.  [00:15:42] Sam Wilson: Right. Right. Or they just, are they just, for whatever reason don't have the skillset, the skillset or the, they're not lendable from a, from a bank standpoint.  [00:15:51] Robert Goodin: Correct.  [00:15:52] Sam Wilson: Right. And I think that's a great way. Certainly done plenty of that as well.  [00:15:55] Robert Goodin: And it, and it was about the people. I mean, we did look through who we were going to be lending to, instead of just taking whoever's out there, because good people just need a lift up a little bit.  [00:16:10] Sam Wilson: Oh yeah. Oh yeah. Done plenty of that. Where, where you have people that, you know, making six figures a year, but have made some mistakes a few years before and they're just, they just can't get bank financing. [00:16:20] Robert Goodin: That's right.  [00:16:21] Sam Wilson: Those have been excellent, excellent products where you're like, okay, put your money down. And they pay on time and it's great. Who did you end up? Who's an end buyer of notes on things like the on ?  [00:16:33] Robert Goodin: We knew a few people who were willing to buy it. And one thing I learned in that process is to always have a prepayment penalty because a buyer doesn't necessarily want to get into the due diligence of looking at buying the note, and then they buy the note. [00:16:51] Robert Goodin: And then they get bought off, you know, the, the borrower pays the thing off the next month. They didn't collect anything. They did a lot of due diligence. And so the prepayment penalty was key in actually finding a solid buyer. That was something we learned in the process.  [00:17:08] Sam Wilson: Yeah. Were there any other surprises along the way, maybe that you've learned in your real estate investing?  [00:17:15] Robert Goodin: It's about the right people. And I mean, that's one of the reasons that I think you and Ibecame friends, I'll call it. That is, you know, you, you can kind of tell when somebody has your interest involved or in mind. And, you know, we named our YouTube show Golden Rule Radio after treating somebody how you want to be treated. And it's about the people, whether it's somebody who is your client, whether it's some partner, whether it's, you know, the person who you're lending to, it had to be the right fit. [00:17:46] Sam Wilson: That's great. Yeah. Absolutely. Absolutely. But no, I think you're absolutely you're spot on. I mean, that's the thing we, we talk about all the time here is, is, is when you're a passive investor, especially it's gotta be the know, like, and trust factor. And if that's not there, then like, what are, what are we absolutely doing? [00:18:03] Sam Wilson: Tell me, give me your thoughts on using debt and leverage. I mean, you're a precious metals guy that typically puts you in a, in a less, in a more risk averse category, right? You kind of aren't you aren't running mainstream with everybody. So that would probably, in my opinion, lend itself to not being in love with debt, like the rest of us real estate sickos are. Is that a fair assumption or what are your thoughts that?  [00:18:30] Robert Goodin: One of the main reasons that I haven't been using debt is my partner doesn't like that. I'm okay with it if it makes sense. I like fixed rates rather than variable, especially with the interest rate environment. [00:18:39] Robert Goodin: I think we're going to see over the next five to 10 years, you know, fed chairman's talking very similarly about how Paul Volcker back in the early eighties raised interest rates to curb inflation. Well, he, the current president and the fed president, he, he knows who butters his bread and I think there's maybe not as much interest rate hikes coming as maybe they think, but that's a whole nother conversation. [00:19:06] Robert Goodin: I'm okay with debt fixed rate. I like it, but my partner doesn't want that.  [00:19:12] Sam Wilson: It doesn't want that. I mean, what, what are, what are some of his maybe, I mean, cause obviously you agree with him because you continue to invest with him. So what are some of the thinkings that you get that you, you're in alignment with? Why you say, Hey, you know what, I'm good not using well.  [00:19:25] Robert Goodin: Yeah. You know, with land deals, I think there's a lot more risk than something that's an income producing property with what you're doing, Sam. I really like what you're doing, you know, because you, you've got kind of an already formed a business model. [00:19:38] Robert Goodin: Right, right. You know, kind of what to expect, like where you can add value, where you can improve the bottom line, the land deal. Do you not going to produce income like you would with your, your deals. So there is a lot more risk there getting stuck with the property. We didn't want to be making payments on these land deals if we couldn't move it. So different category, I'd say in the real estate market that actually made us kind of be more of a cash buyer rather than borrow, borrowing on it. I have used debt. I bought a vacation rental 2020, right before COVID hit and there was a value-add type of property completely renovated it. [00:20:20] Robert Goodin: It's paying for itself. We're using it about half the year banded for itself and I've been offered double whatever it for. So I I liked that. I looked at borrowing on another unit this week and, you know, the, the terms on it were more, mainly almost 6%, just a, you know, a longer term rental. And so rates have definitely affected things and are going to continue. So it has to make sense. You've got to, you gotta be a numbers guy, like you are to make that doubt work for you and know what you can expect to be able to pay and have your margin.  [00:20:56] Sam Wilson: I was talking to an investor. Gosh, just before this call. And he called and he's like, Hey, you know, we're having a big cash out on the sale of one property, buying something else. [00:21:06] Sam Wilson: So I'm going to have cash from that. And he goes, but on the new acquisition, do I use cash to buy it? Do I put a HELOC on that property? It's the small farm homestead properties like, man, I could get, or do I get long-term fixed rate? You know, which way do I, when we, we kinda just went through the mechanics of all of it. [00:21:22] Sam Wilson: No. I'm not comfortable with the interest rate risk right now. You put a HELOC on a property and maybe it's a half a million or a million dollar property. And we hit 16, 18% interest like the early eighties. Whoa. That's a tough nut to cover every single year. And I doubt you're gonna be able to do that on a million dollar property. [00:21:40] Robert Goodin: That's right.  [00:21:41] Sam Wilson: Yeah. I mean, so that, like you said, you know, it cuts both ways. That's a, that's a beautiful thing when properly structured, but improperly structured and, and it. It can really, really, absolutely hurt you.  [00:21:52] Robert Goodin: I've used variable rate, you know, in a fluctuating rate that HELOC, I've got those set up to be able to use those for a short amount of time. [00:22:00] Robert Goodin: Like, I know when I'm going to be able to pay that back. Right. Very versus something that I'm going to buy and hold for a while. I'm good with the fixed rate and I'll pay a higher rate even on a fixed rate, something like that.  [00:22:13] Sam Wilson: Yep. No. Good. Couldn't agree more with you. One last question here, Robert, before we sign off, certainly appreciate you taking the time to break down the, the precious metals markets for us. [00:22:21] Sam Wilson: Tell us, you know, about your land investing, investing in short-term rentals, your thoughts there on debt. And you know what you know, I guess the other cool piece you brought to the table was that was the U S dollar index and how maybe that's a fault. Indicator of what the dollar is actually worth. [00:22:35] Sam Wilson: I hadn't heard that before. Certainly also really enjoyed that and just got love, love what you've done in real estate and the precious metals markets. If there were a piece of advice that you've received from a mentor over the years, you'd say, man, that's the best piece of advice I've received. Any idea what that piece of advice would be? [00:22:51] Robert Goodin: There's two types of people in the world. One pays interest, one earns interest. So, you know, you can relate that to debt or you can relate it to the deals you're doing, which you know what you're going to earn from it, you know, to, you know, you've got some variables, but you do have the numbers down. [00:23:10] Robert Goodin: I like what you've sent me in the past. You have the numbers down and that's what matters. So you're either going to be paying interest. And not earning or paying interest and having a margin. And that's what I think you're about. What's your deals. I like it.  [00:23:26] Sam Wilson: Awesome. That's cool, man. Robert, appreciate you coming on the show today. If our listeners want to learn more about you, what is the best way to do this?  [00:23:33] Robert Goodin: They could email me robert@mcalvany.com. It's M C A L V A N Y. The YouTube show that I do that posts every Thursday is called Golden Rule Radio. It's on the McAlvany Financial channel on YouTube that comes out every Thursday. It's about 10 minutes, metals market specific, but email or call. My direct line is 8 5 5 6 3 8 5 6 1 6.  [00:24:02] Sam Wilson: Awesome. Robert, thank you for your time today. I do appreciate it.  [00:24:05] Robert Goodin: Thanks, Sam. My pleasure. 

She Said Privacy/He Said Security
Building Privacy Programs for Your Organization

She Said Privacy/He Said Security

Play Episode Listen Later Jun 9, 2022 26:57


Ron Whitworth is Chief Privacy Officer at Truist, the sixth largest bank in the U.S., which recently completed a merger of SunTrust and BB&T. He manages the Enterprise Privacy and Technology Office (EPTO) within Compliance Risk Management. Ron is certified by the International Association of Privacy Professionals (IAPP) as a Fellow of Information Privacy (FIP), a Certified Information Privacy Manager (CIPM), and Certified Information Privacy Professional for the United States, Canada, and Europe (CIPP/US, CIPP/C, and CIPP/E). In this episode… The evolution of technology has given rise to highly-regulated data privacy laws. In today's digital era, organizations and privacy professionals need to modify their technology to comply with these laws. So, how can you implement a privacy program that complies with these advancements and secures your client's data? According to Ron Whitworth, automated data governance allows you to understand and manage your data. With this technology, you can make strategic and informed decisions about where your data is and how you're using it, so you stay compliant while establishing trust with your consumers. In today's episode of She Said Privacy/He Said Security, Jodi and Justin Daniels talk with Ron Whitworth, Chief Privacy Officer at Truist, about implementing privacy programs in today's changing privacy and security landscape. Ron shares some of the major privacy and security challenges banks face, how banking technology has evolved to comply with updated privacy laws, and how he manages data privacy amongst changing privacy and security standards.

Fascinating Entrepreneurs
It's a Match! Swipe Right on this Revolutionary Book Dating App with Brant Menswar Ep 72

Fascinating Entrepreneurs

Play Episode Listen Later May 31, 2022 40:22 Transcription Available


Multi-hyphenate, Brant Menswar, is one of the country's Top 10 motivational speakers, a best-selling author, award-winning musician, Top 200 podcast host, the creator of the fastest growing book discovery app in the world and a self-professed coffee snob. His https://www.amazon.com/Black-Sheep-Extraordinary-Awe-Inspiring-Undiscovered/dp/1989603440 (books) and podcast (http://www.thoughtsthatrock.com/ (Thoughts That Rock)) expand on his ground-breaking work around values-based leadership described as “disarmingly simple and incredibly powerful.”  He has helped to change what's possible for industry-leading organizations like Netflix, Verizon, Anthem, SunTrust, Microsoft, ESPN, Hilton and dozens more. Passionate and engaging, Brant encourages audiences to discover their Black Sheep Values® and move forward with deliberate intention. His interactive and entertaining ways of defining what matters most compels audiences to dig deeper into their lives and start living on purpose. Where to Find Brant Menswar Website: https://www.brantmenswar.com/about (https://www.brantmenswar.com) Instagram: https://www.instagram.com/brantmenswar/ (@brantmenswar) Facebook: https://www.facebook.com/BrantMenswar/ (Brant Menswar - Author/Speaker ) LinkedIn: https://www.linkedin.com/in/brantmenswar/ (Brant Menswar) Twitter: https://twitter.com/brantmenswar (@BrantMenswar) SPONSOR This episode is sponsored by http://www.entireproductions.com/ (Entire Productions)- Creating events (both in-person and virtual) that don't suck! and http://www.entireproductionsmarketing.com/ (Entire Productions Marketing)- carefully curated premium gifting and branded promo items.  PLEASE RATE, REVIEW, & SUBSCRIBE on APPLE PODCASTS “I love Natasha and the Fascinating Entrepreneurs Podcast!”

The Copywriter Club Podcast
TCC Podcast #292: Changing Stories, Shifting Thoughts, and Incorporating More Play into Your Life with Jocelyn Brady

The Copywriter Club Podcast

Play Episode Listen Later May 24, 2022 74:56


Jocelyn Brady is our guest for the 292nd episode of The Copywriter Club Podcast. Jocelyn is a brain and story coach who helps her clients create more out of their lives. She is a former copywriter whose fascination with neuroscience led her down a new path. Here's how the conversation goes: Pig brains – How the heck did they encourage Jocelyn to go down a path of neuroscience? How tragic events can change the direction of our lives and careers. How Jocelyn built her copywriting business and agency by accident and worked with big time clients like Nokia, SunTrust, and Prudential. How persistence is key to building a successful business and why you should think of your business as an experiment. Making a more interesting ‘about' page and how to get people curious. Is everyone a natural storyteller? Jocelyn's S.T.O.R.Y framework and how you can apply it to your own stories. Where do most copywriters mess up when telling stories? The key to driving the sale versus justifying a purchase. What are B.S., and how can we Making big pivots in business – How can we effectively make it happen? When it may be a good idea to pivot your business. The #1 struggle in pivoting. Books and resources Jocelyn recommends to start your own brain journey. How to incorporate more play into our lives, and why it's so important for our livelihoods. Deathbed you – What does that mean and why is it important to Jocelyn's messaging? How Jocelyn attracts people into her programs – Going from tangible deliverables to intangible results. Take an introspective look at your brain and check out this episode. The people and stuff we mentioned on the show: The Copywriter Think Tank Copywriting Income Survey Kira's website Rob's website Jocelyn's website Tiny Habits by BJ Fogg Words Can Change Your Brain by Andrew Newberg The Brain That Changes Itself by Norman Doidge Huberman Lab Podcast  Play By Stuart Brown  The Copywriter Club Facebook Group The Copywriter Underground Free month of Brain.FM   Full Transcript:    

Experience Strategy Podcast
Niche Segments and Omni-Channel in FinTech

Experience Strategy Podcast

Play Episode Listen Later May 11, 2022 45:03


In today's episode, we are joined by Rilla Delorier. Rilla has over 30 years of experience as an executive leader within the financial services industry, serving as a trusted advisor to the CEOs of PNC, SunTrust, and Umpqua Bank. Tune in as we uncover how niche customer segments have completely upended the traditional way of thinking about banking, why it's important to go after unmet customer needs, and the power of FinTech's approach to agile innovation.    IN THIS EPISODE:   [02:08] Rilla's career background and companies she has worked with. [08:11] Importance of going after customers' unmet needs.   [14:42] Rilla shares some exciting FinTech companies that focus on niche segments of customers. [18:34] How is FinTech going to reshape the banking and financial landscape? [22:15] Why are FinTech companies so successful with niche segments of customers? [30:38] The difficulty of managing near-term performance as an organization while transforming. [32:03] Combining omnichannel, digitalization, and human touch. [39:10] What we hope you will take from this episode and apply to your business.   KEY TAKEAWAYS:   It's easier to do great experience strategy in organizations that are focused on organic growth, vision, and understanding the customers unmet needs. Experience strategy can only thrive if it's supported from the top down.  Organizations need to be clear on their purpose and the experience design team should constantly check in and ask, “are we designing to achieve that purpose?” Companies need to look at who the underserved populations are. Challenge the rationale for your targets early on and then find new ways to meet those customers needs. In doing so, this could create new opportunity spaces.   LINKS MENTIONED:   Rilla Delorier LinkedIn   BIO: Rilla Delorier has over 30 years of experience as an executive leader within the financial services industry, serving as a trusted advisor to the CEOs of PNC, SunTrust, and Umpqua Bank. She ran a $2.7 Billion Retail Banking Business and has led enterprise functions, including technology, marketing, digital, innovation, analytics, and call centers. Rilla has her MBA from Harvard and started her career as a top-performing consultant at Bain & Company.   She is best known as a leader that helps companies transform operating models, unlock customer growth, and streamline expenses while delighting clients and inspiring employees. Rilla has the ability to combine strategic vision with a pragmatic approach to executing bold change. Rilla is a globally recognized leader across the banking industry -- she is a frequent key-note speaker and advisor. Rilla has been awarded “Top 25 Most Powerful Women in Banking' in multiple years.

American gypC
E82: Journey of Small Business Ownership with Chris Lalomia

American gypC

Play Episode Listen Later Apr 27, 2022 65:50


On today's episode of American gypC Podcast, we're talking to Chris Lalomia about his small business ownership journey. Chris is a successful entrepreneur and change leader that has built on his experience working with the largest companies in America to start his own business from scratch. He brings his unique style to leadership to build a culture of professionalism to the blue collar world of home renovations. He left the corporate zoo and ventured into the entrepreneurial wild and started The Trusted Toolbox: Home Repair and Projects in 2008. YES, he started a business right before the Great Recession, so timing the market is not his strength. He survived through that time and has grown his business into a multimillion dollar handyman and remodeling company which has won numerous awards in Atlanta, GA. Chris is originally from Jackson, MI, and he does use his hand to show where he lived. He went to college and earned his Bachelors and Masters Degrees in Mechanical Engineering. His path to business ownership was similar to most people's journey to their current position… spinning and winding… His first engineering job was at Curtiss-Wright Flight systems making airplane parts, but soon realized he needed to add some other business skills to his resume, he joined Accenture and began working with large banks to help them merge, which led him to SunTrust(now Truist) where he transformed the commercial loan operations department… That meandering path led him to make the leap into starting his own business, The Trusted Toolbox in 2008. His company is focused on processes and training to deliver home renovations and earning customers trust each day. The culture in the company is on continuous improvement and allowing the “artists” in the company to show off their talents as they are set up for success. Chris appears regularly as a guest on WSB95.5's Home FixIt Show and TrustDaleTV providing advice on home projects for consumers and answering their questions. Guest Link: https://thetrustedtoolbox.com https://safaripodcast.com https://www.instagram.com/chrislalomia https://www.linkedin.com/in/chrislalomia https://www.facebook.com/chrislalomia American gypC Podcast Website: http://americangypc.com Donate: https://www.paypal.com/paypalme/klaccikcarpenta IG: https://www.instagram.com/americangypcpodcast Music: https://open.spotify.com/artist/0m40c7gVhMJQVqrRmtRi3E --- Support this podcast: https://anchor.fm/american-gypc/support

Collecting Real Estate
Think About Finances Like An Entrepreneur with Eunicia Peret

Collecting Real Estate

Play Episode Listen Later Apr 6, 2022 46:12


In the seventieth episode of Collecting Real Estate, we interviewed Eunicia Peret.CEO and Founder of Empowered Financial Planner Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor and educator.   On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients.  In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization.  Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thought leadership experts.  In her past she's worked with the world's most renowned financial organizations such as Citibank, AMEX, Aviva, SunTrust, etc. Eunicia was also a trusted advisor to top level executives, and invested heavily in identifying leading practices when it comes to delivering value to her clients.  Eunicia is passionate about seeing true transformation in her clients' financial success stories.  She is a happy wife and proud mommy of two amazing children. In her spare time, Eunicia enjoys spending time with family, spending time in nature and reading self development books. website: www.empoweredfinancialplanner.comLinkedIn/Instagram/Facebook: Eunicia Peret

Purpose Made Podcast
Scott Goodson - How to Activate Brand Purpose

Purpose Made Podcast

Play Episode Listen Later Apr 3, 2022 36:14


Today we chat to the awesome Scott Goodson. Scott is a multi-published author and founder of New York based StrawberryFrog, an independent full-funnel marketing, advertising and design agency. Movements are the future of branding and for the last 25 years Scott has worked with some of the world's most iconic brands including: Google, Emirates Airline, Heineken, Coca Cola, Jim Beam, Mercedes, Mahindra, P&G; plus Sabra, PepsiCo, SunTrust and many more. Scott is also the creator of the concept of Movement Thinking, the premise being that the processes which create great social movements can help us systematically apply a human centred approach to solve problems in a creative and innovative way in our lives, businesses, communities and countries. Scott has lectured on the subject at Harvard Business School, Columbia, Cambridge, TEDx, BBC, CNN, and has also appeared in the New York Times, Financial Times, Wall Street Journal, Economist, Harvard Business Review and Forbes. So, without further ado, please sit back, relax and we do hope you enjoy!!► StrawberryFrog: https://strawberryfrog.com/about► Activate Brand Purpose:https://www.activatebrandpurpose.comTEDx: https://www.youtube.com/watch?v=HKUQloTjdOU&t=182s SUBSCRIBE:► SPOTIFY: https://open.spotify.com/show/66hrGrtDSwBJUzIGF6f5eg?si=90e43d06145d4c5a► ITUNES: https://podcasts.apple.com/gb/podcast/purpose-made-podcast/id1558826869TIMESTAMPS: 0:00: Introduction1:08: Creativity for Good3:50: The Pursuit of Purpose 4:55: A Personal Pursuit of Purpose6:20: Shaping of Perspective6:50: Working with Björn Borg9:35: Activating Brand Purpose11:10: The Impact of Social Media on Societal and Behavioural Change13:41: Purposeful companies outperform the market by 42%14:03: Higher Purpose and Activating Brand Purpose17:37: Movements vs. Marketing19:23: Case Study: Orexo ‘Out The Monster'24:49: Competitive Advantage of Purpose28:12: Purpose Power Index33:23: Closing Statement35:35: Credits Join our tribe and lets grow together https://plus.acast.com/s/purpose-made-podcast. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Noob School
How to Succeed in Sales with Zero Training with James McKissick

Noob School

Play Episode Listen Later Mar 4, 2022 27:23


John Sterling Noob School Podcast Descriptions Jim, aka "Yummy," had an interesting start in sales: liquor. After college, he and his buddies opened up their own shop and earned their chops the hard way in one of the most competitive industries around. Once he got his start in investments for SunTrust, he had a rough start due to little formal sales training beforehand. He kept grinding and came out on top! Strap in and get ready to learn some key advice from Jim as he shares how he made his way from Noob to Pro. Screen reader support enabled.

Theshortdesk Podcast

Episode 57!!!! (2:35) John and Keith are joined by Steph to discuss the weather in their respective cities and also the Suntrust and BB&T bank merger into Truist. (7:27) Talk leads to the attack on Ukraine from Russia and how the media is failing to report on the black people not being allowed to leave from Ukraine during the attacks. (20:02) Steph leads the way in a discussion about Joe Biden's Supreme Court nominee and how she is not quite sold on her. (29:00) Talk turns to Kyle Rittenhouse and how he wants to sue Whoppi and Lebron among others. (38:20) NBA allstar weekend discussion and how the events surrounding the game was more entertaining the game itself.  (54:42) Friend of the show, Youtuber and Vlogger Rosa Graham from the YOUTUBE channel Cleaning with Rosa joins the fellas and brings some drinks and snacks and goes into how her Youtube page came about EMAIL: Theshortdeskpodcast@gmail.comFB/IG : TheshortdeskpodcastTwitter: Theshortdesk

Hog Story
Hog Story #268 – Scientist SunTrust

Hog Story

Play Episode Listen Later Mar 1, 2022 130:15


Hog Story #268 – Scientist SunTrust – Exec. Prods., nodebit, voidzero, coldacid, Brehan, cottongin, lavish, SirSpencer, Sir Oma, boo-bury, Anonymous, cbrooklyn112, NetNed – Carolyn and Fletcher discuss NPR reporting, Milo Yiannopolous, Dodge Challenger Hellcat on buggy wheels your voicemails and much more! NOTES Penn and Teller Vintage Video NPR Acting Skills https://www.npr.org/programs/all-things-considered/2022/02/24/1082910486/all-things-considered-for-february-24-2022?showDate=2022-02-24 Alex Jones and … Continue reading "Hog Story #268 – Scientist SunTrust"

What's My Story
Darien Hill - The Business Comeback

What's My Story

Play Episode Listen Later Feb 10, 2022 30:29


Starting a business is EXCITING! It can be an exhilarating feeling, especially when you get that very first payment from a client. Your friends and family support you and everyone is happy. But no one prepares you for the moment when you realize that your business is about to fail. What do you do? Freak out or move forward? Lets go!What's In Store For YouDarien Hill is passionate about helping individuals release their inner champion. He has over 15 years as a marketing consultant and he has trained banking professionals for clients such as Suntrust and BB&T. He has been featured as a social media correspondent for Central Florida News. He is an author and the founder of SMART Growth Marketing.[05:21] Darien shares more on what's happening in his business and his life. [07:14] Darien tells us more about his first business and what affected its outcome. [11:29] How do you mentally deal with being 'robbed' by a business partner? Darien explains how he dealt with being 'robbed' by a business partner. [15:40] What was the turning point for Darien to restart a new business?[16:31] After years of living with this ordeal in silence, what was Greta's turning point?[20:01] Darien explains how he helps business owners market their businesses on social media. [24:44] How do you change your approach to marketing on social media if a certain social media platform starts to decline? [26:54] Darien shares how his business SMART Growth Marketing helps business owners to grow their businesses. RESOURCESText 410-936-4049 and be a part of Robert's community.Monday Morning Get Up every Mondays at 8:30AM Eastern Time - join me and be energized!Storytellers Growth Lab - get guidance about how you can CONFIDENTLY CONNECT, PRESENT POWERFULLY & ENGAGE EFFECTIVELY!What's My Story Live episode replayStory To Stage Summit - Text 410-936-4049 for more details and to get on the waiting list.Smart Growth Marketing Hosted on Acast. See acast.com/privacy for more information.

Give Us The Dirt
11 – Truist's Kelly King – Sowing Seeds of Hope

Give Us The Dirt

Play Episode Listen Later Dec 5, 2021 32:52


You may have known the name BB&T as a tower in Winston-Salem, a ballpark in Charlotte, or a bank on the corner in your neighborhood. It has been a couple of years since the former community bank merged with SunTrust bank, to become what is now known as Truist. The name now adorns the Charlotte […]

NC15 Podcast
Investment Excellence

NC15 Podcast

Play Episode Listen Later Nov 12, 2021 20:54


Alan McKnight is Executive Vice President and Chief Investment Officer for Regions Asset Management. We talk with Alan about his investment philosophy and what issues worry him, ways to improve as an investment professional, and how to build a winning culture! Alan is responsible for overall investment strategy, portfolio and risk management, and portfolio construction for approximately $50 billion in assets under management. He is also responsible for the development and execution of investment policies, strategy, and tactics, and is chairman of the Investment Working Group.  Alan is the chief spokesperson with media groups on portfolio strategy, asset allocation and overall markets for the Bank. Prior to joining Regions in 2015, he held senior leadership roles with SunTrust, Equitable Asset Management and Morgan Stanley. Alan has a bachelor's degree in economics from Washington and Lee University and a master's degree in business administration from the University of Texas at Austin.  He holds the Chartered Financial Analyst designation and is a CFA Institute member.  Alan serves on several Board of Directors for prestigious organizations.   VIEW ADDITIONAL RESOURCES

Capital Region CATALYZE
Fresh Take ft. Evelyn Lee

Capital Region CATALYZE

Play Episode Listen Later Nov 10, 2021 35:27 Transcription Available


This Fresh Take interview featured Evelyn Lee, President, Greater Washington Region at Truist Financial Corp. JB Holston and Evelyn discussed Truist's inclusive growth efforts in the Capital Region, the imperative for cross-sector collaboration to power meaningful change, and the intersection of diversity and innovation.Hosted by JB Holston.  Produced by Jenna Klym, Justin Matheson-Turner, Christian Rodriguez, and Nina Sharma. Edited by Christian Rodriguez. Learn from leaders doing the work across the Capital Region and beyond. These conversations will showcase innovation, as well as history and culture across our region, to bridge the gap between how we got here and where we are going.About our guest:Evelyn Lee is  regional president for Greater Washington Region at Truist Financial Corporation. She assumed her current position in December 2019, upon the closing of the merger of equals between BB&T Corporation and SunTrust Banks, Inc.  In this role, Lee is the company's senior leader in the market responsible for delivering the full complement of the company's services to clients in the area and directing the commercial business.   Prior to her current role, Lee had been with SunTrust for 20 years and was senior vice president and head of senior living for the wholesale banking practice where she led a team of bankers, who covered national clients in the senior living and skilled nursing sectors. Previous roles included senior risk officer for Greater Washington, commercial team leader for the Not for Profit Division and senior portfolio manager for Corporate Banking for SunTrust Robinson Humphries.  Lee is a founding board member of the DC International Charter School (DCI), one of the district's largest charter schools. Lee sits on the executive committee of the Board of Trade as well as the boards of Junior Achievement of Greater Washington, United Way of the National Capitol Area, Goodwill of Greater Washington, the Metropolitan Police Department Foundation and the Washington Airports Task Force.  She will complete the Leadership Greater Washington program in June of 2021.    Lee was born and raised in Baltimore, Maryland. She received her Bachelor of Arts, magna cum laude, from the College of William and Mary in Virginia and is fluent in French. She resides in the District with her husband and two daughters.  

SINC: The Conversation
S1 Ep 5 - "Building Your Personal Brand as an IT Leader" - The Conversation with Ken Viciana

SINC: The Conversation

Play Episode Listen Later Nov 7, 2021 37:47


Always essential for businesses, brand identity is quickly becoming crucial for the individual as well. But the power of branding isn't siloed—an individual with a strong personal brand brings that resultant influence to the benefit of their organization. Our conversation with Ken Viciana outlines Ken's own brand development journey, offers advice and best practice for personal brand curation, and includes key insights on current and future trends. You'll hear Ken's firsthand advice on how to: Differentiate yourself as an IT professional/leaderCommunicate and curate your brand identityMaintain your brand identity and continue making connections through disruption (i.e. when in-person isn't possible) Ken Viciana is a globally-recognized leader with a robust personal brand, VicianaData, primarily focused on Data Management, Business Analytics, Information Governance, Cyber Security, and Risk Management.Ken's career includes executive roles with Fidelity, Suntrust, ING, Equifax, Fiserv, where he has successfully developed and mobilized strategies, capabilities, and programs putting data to work for business.  

SINC: The Conversation
S1 Ep 4 - Part 2: "Deltas, Data, Globalization" - Dr Arlene Espinal with Deena Swatzie and Maria Schwenger

SINC: The Conversation

Play Episode Play 17 sec Highlight Listen Later Oct 12, 2021 25:56


In the insightful conclusion to their two-part discussion, Dr. Arlene Espinal, Deena Swatzie, and Maria Schwenger identify meaningful deltas they've observed, examine the effects of globalization on cloud/data management and the responsibility of data and "ethical AI," and look ahead to what's next and top-of-mind, both personally and from an industry perspective. Maria Schwenger is AVP Head of App Security & Data Protection at American Family Insurance. Prior roles include VP DevSecOps & Strategy at Honeywell and Director, Cloud Operations & Strategy Architect at IBM.Deena Swatzie is GVP Cyber Security Strategy & Digital Innovation at Truist, formerly SunTrust, where she was Group VP Cyber Security GRC Manager responsible for cyber governance and risk identification activities. Dr. Arlene Espinal is Chief AI Officer for i-TaaS Consulting and also serves as an Independent Corporate Advisor. Prior, she was VP at ManTech leading A3 strategy and execution, and Global Head of Digital Transformation for SoftwareONE. Dr. Espinal is among the Top 50 Most Powerful Women in Technology (2021) and a Top 100 Global Technology Leader (2020, 2022). 

SINC: The Conversation
S1 Ep3 - Part 1: "Mentorship, Leadership, Career Development"- Dr. Arlene Espinal with Deena Swatzie and Maria Schwenger

SINC: The Conversation

Play Episode Listen Later Oct 1, 2021 37:06


In Part 1 of this two-episode discussion, Dr. Arlene Espinal hosts Deena Swatzie and Maria Schwenger in a conversation encompassing career establishment and development, mentorship and entry points, leadership and value systems, and key advice for the next generation entering tech fields. Watch for Part 2 coming soon, wherein the panel shares top-of-mind thoughts on security threats, AI, digital transformation, and more.Maria Schwenger is AVP Head of App Security & Data Protection at American Family Insurance. Prior roles include VP DevSecOps & Strategy at Honeywell and Director, Cloud Operations & Strategy Architect at IBM.Deena Swatzie is GVP Cyber Security Strategy & Digital Innovation at Truist, formerly SunTrust, where she was Group VP Cyber Security GRC Manager responsible for cyber governance and risk identification activities. Dr. Arlene Espinal is Chief AI Officer for i-TaaS Consulting and also serves as an Independent Corporate Advisor. Prior, she was VP at ManTech leading A3 strategy and execution, and Global Head of Digital Transformation for SoftwareONE. Dr. Espinal is among the Top 50 Most Powerful Women in Technology (2021) and a Top 100 Global Technology Leader (2020, 2022). 

All For Business
Leadership Lynchburg: Around the Table Series Diversity Panel with Tina Garrett-Ragland, Trae Watkins, and Tim Smith

All For Business

Play Episode Listen Later Sep 23, 2021 45:15


Listen in to part 3 of our Leadership Lynchburg Around the Table Series to discuss the impacts of DEI in the workplace with a few professionals who apply it to their daily lives. This week we have Tina Garrett-Ragland, Tim Smith, and Trae Watkins joining us with host, Chal Nunn. Tina is a Senior Human Resource Executive at Pacific Life with 30 years of HR experience. Tina has also led DEI and human resources best practices with Genworth, Advance Auto Parts, and Nationwide Insurance. Tim is an Assistant Vice President and Branch Manager for Carter Bank & Trust with experience in community banking and human management. Tim formerly played college football at Liberty University and has worked with SunTrust, Wells Fargo, and Radio Shack. Trae is a Vice President and Community Development Officer at the Bank of the James. Trae works with low-to-moderate income areas including small businesses, housing, financial education and general community needs assessments that will enhance the economic development and quality of life in the communities we serve. --- Send in a voice message: https://podcasters.spotify.com/pod/show/all-for-business/message

The Virtual CMO
How to Activate Your Brand Purpose with Scott Goodson & Chip Walker

The Virtual CMO

Play Episode Listen Later Jun 21, 2021 35:55 Transcription Available


In episode 79, host Eric Dickmann interviews Scott Goodson and Chip Walker. They are both associated with StrawberryFrog, a full-funnel, marketing, advertising, and design company founded in Amsterdam in 1999 and New York in 2005. Their company has put together a new way to overcome the gap between purpose-based storytelling, data-led optimizations, and business transformation. For over 20 years, Scott, Chip, and their team at StrawberryFrog have continued to challenge the status quo and driven remarkable results for iconic clients worldwide, such as Walmart, P&G, Google, Emirates Airline, SunTrust, and Coca-Cola.Scott Goodson is an entrepreneur, business mentor, award-winning author, and Founder and CEO of StrawberryFrog. For over 25 years, he has been helping business leaders galvanize people and organizations through "Movement Thinking" to help companies perform at their peak and gain a competitive advantage. Goodson's Movement Thinking is deeply emphasized in his best-selling book- Uprising, where he illustrates case studies from his interviews with 40 global business leaders.Chip Walker is an entrepreneur, brand and business strategist, keynote speaker, author, and Head Strategist of StrawberryFrog. He leads the strategy and research divisions at StrawberryFrog and is focused on taking the idea of a higher brand purpose and turning that purpose into a social movement that galvanizes people to action. Walker aims to help companies leverage their brand and create a positive impact in the midst of the pandemic.Scott and Chip's latest book- Activate Brand Purpose, is a wake-up call for leaders who want to change employee habits, transform their company, and grow their business. Activate Brand Purpose shows readers what is wrong with purpose and lays out a pragmatic roadmap for how CEOs, CHROs, CMOs, CSOs, and CFOs can galvanize the people who matter inside the company and out.  Here, Goodson and Walker reveal the process that leaders need in order to transform their culture and improve their business while making much-needed positive impacts in their communities. Scott Goodson and Chip Walker believe that companies that activate purpose thrive.For show notes and a  list of resources mentioned in this episode, please visit: https://fiveechelon.com/how-to-activate-your-brand-purpose-s5e13/A fractional CMO can help build out a comprehensive marketing strategy and execute targeted campaigns designed to increase awareness and generate demand for your business...without the expense of a full-time hire. The Five Echelon Group - Fractional CMO and strategic marketing advisory services designed for SMBs looking to grow. Learn more at: https://fiveechelon.com

The Jeff & Heidi Show
065: Driving Leadership, Business, & Performance with former NFL Player, Rennie Curran

The Jeff & Heidi Show

Play Episode Listen Later Jun 16, 2021 30:32


The Jeff & Heidi Show with Rennie Curran 065: Driving Leadership, Business, & Performance with former NFL Player, Rennie Curran https://jeffheggie.com/?p=9178 Jeff Heggie https://jeffheggie.com/ https://jeffheggie.com/confidentathlete https://mindset.jeffheggie.com/ Heidi Anderson www.ecisecurepay.com Rennie Curran Rennie Curran is former professional athlete, keynote speaker, author, and the CEO of Game Changer Coaching. He delivers powerful keynote presentations, workshops, and one on one coaching on topics such as leadership, teamwork, overcoming adversity, and performance. His clients include Chick-Fil-A, Coca-Cola, Suntrust, University of Georgia, Associations, Sports Teams, Non-profit Organizations, and many more. Rennie's talks are engaging, humorous, and full of practical takeaways. All of his keynotes and workshops are customized to meet the goals of each organization. Rennie's unique combination of leadership experiences with the National Football League, The Jon Gordon Companies, and building his own company translates to powerful and practical coaching, training, and speaking services for his clients. Whether you're a student, athlete, or business professional Rennie's mission is to help you reach your fullest potential. Website: https://renniecurran.com Book: Free Agent https://amzn.to/3gqiXu8 Facebook: https://www.facebook.com/RennieCurran53 Twitter: https://twitter.com/renniecurran53 YouTube: https://www.youtube.com/user/liberiandream35 Instagram: https://www.instagram.com/renniecurran/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Capital Region CATALYZE
Fresh Take ft. Carol Thompson Cole

Capital Region CATALYZE

Play Episode Play 16 sec Highlight Listen Later Jun 9, 2021 44:27 Transcription Available


This interview features Carol Thompson Cole, President & CEO, Venture Philanthropy Partners. JB and Carol discuss inclusive growth in the Capital Region, impact investing, and economic empowerment in underserved communities.Hosted by JB Holston. Produced by Jenna Klym, Francesca Ioffreda, Ian Lutz, Nina Sharma, and Justin Matheson-Turner. Learn from leaders doing the work across the Capital Region and beyond. These conversations will showcase innovation, as well as history and culture across our region, to bridge the gap between how we got here and where we are going.About our guest: Carol Thompson Cole is President and CEO of Venture Philanthropy Partners (VPP), a philanthropic investment organization that makes the future brighter for young people living in Greater Washington by tackling the largest barriers to their success and forging partnerships that bring the expertise, passion and reach necessary to achieve life-changing results.Under Cole's leadership for the past 10 years, VPP aligns resources and actions to strengthen nonprofits to serve more youth. VPP's philanthropy uses its convening power to work across sectors to create systemic change to help more young people succeed in school and gain the skills and confidence to attend college or start their career.Prior to VPP, Cole served in a wide range of leadership and management roles in both the public and private sectors. She served as Special Advisor to President Clinton on the District of Columbia and Executive Director of the DC Inter-Agency Task Force. Prior to serving in the Clinton administration, she was the Vice President for Government and Environmental Affairs at RJR Nabisco. Cole spent 12 years holding major management and staff positions in DC government, most notably as the only woman appointed as City Administrator.She is a member of numerous boards, including the Raise DC Leadership Council, the Greater Washington Advisory Board of SunTrust, the Kaiser Permanente Regional Advisory Board, the Federal City Council, and the Board of Trustees of Friendship Public Charter School. She also serves as a Lifetime Trustee of the Urban Institute. Cole has been recognized for her outstanding leadership and dedication to the region through service in government, business and the social sector.Cole earned a B.A. from Smith College, a master's in public administration from the Robert F. Wagner School of Public Service at New York University, and attended the Senior Executives in State and Local Government Program at Harvard University.

Dakota Live! Allocator Interview Series
Ric Mayfield, Truist's (SunTrust) Head of Investment Manager Evaluation

Dakota Live! Allocator Interview Series

Play Episode Listen Later Mar 24, 2021 26:57


Ric Mayfield reveals how the SunTrust and BB&T merger has impacted the wealth management groups and how the research teams have been integrated.  Ric details how to best approach and be successful at Truist across the various divisions within the bank and he describes how to access Sterling Capital, their legacy SunTrust and BB&T brokerage units, the bank's Private Client Group, the family office division at Genspring and the Foundation and Endowment Specialty Group.

The Courage To Lead
Episode 10: JoAnn Hanna – Empathetic Courage

The Courage To Lead

Play Episode Listen Later Mar 18, 2021 42:24


JoAnn Hanna is an Operational and Organizational Transformation specialist. With over 20 years of consulting experience and 18 years of corporate industry experience, she is an expert in Organizational Change and Process Improvement. Her expertise spans Strategy and Business Planning, Organizational Design and Development, Process Design and Improvement, and Information Technology just to name a few. JoAnn is owner and principal of JHanna Consulting based in Atlanta, GA. She was worked for companies like Madison Gas and Electric, AmerisourceBergen, Duke Energy, CLECO, Toll Brothers, COX Automotive, Southern Company, and SunTrust, with industry experience in healthcare, automotive, digital media, aerospace, forest products, packaging, financial services, and information technology. JoAnn worked for McKinsey and Company – the premier global strategy consultancy for Fortune 100 companies – serving as Global Practice Knowledge Manager. She also served as Corporate Public Relations Representative for Lockheed Martin in Bethesda, MD. You can contact JoAnn at jhannaconsulting@gmail.com.

The Insight Interviews - Powered by Rewire
Sherry Graziano: Trust Builds Confidence

The Insight Interviews - Powered by Rewire

Play Episode Listen Later Feb 12, 2021 40:50


Sherry Graziano is the leader of the Truist Mortgage Omni Experience and Relationship Deepening group. She is responsible for driving client-centric strategy, client experience, and client deepening initiatives. She joined SunTrust in 2011 and brings a unique combination of sales, operations, and technology experience to deliver a differentiated mortgage client experience.Because I've known Sherry for a few years now, I can tell you there aren't many people who have more passion or energy for what they do than Sherry does. In this episode Jason and Sherry discuss:Being grateful for the benefits of challenges.Listening, learning, and leading together in order to build trusting relationships.Having patience, grace, and understanding with one another.Empowering every teammate to rise and lead. Key Takeaways: Create a culture of empowerment, leadership, and harmony.There is no greater power than that of a positive mental attitude, and a positive mindset in overcoming adversity.Building a community through connection and trust where people know their thoughts are being heard and they are safe taking the risk to be vulnerable. “Every decision that we make is one decision at a time” - Sherry Graziano Referenced in the interview: Brene Brown Connect with Sherry Graziano:Website: www.suntrust.comEmail: sherry.graziano@truist.comLinkedIn: https://www.linkedin.com/in/sherry-graziano-1b48693/ Connect with Steve and Jason:LinkedIn: Jason or SteveWebsite: Rewire, Inc.: Transformed Thinking Email: grow@rewireinc.com  Show notes by Podcastologist: Kristen BraunAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.