Let's Get Up To Business

With Corona Virus spreading throughout Central Florida and newly confirmed diagnoses coming daily, we are happy to release this special episode with Dr. Aaron Webb of Comprehensive Health. He and Jordan discuss how the virus is impacting the area, the economy and your business and some thoughts on what you can do to avoid or minimize its impact. Have a listen and please share this episode with your friends and family to keep them informed and up-to-date.

Starting a company is as easy as saying "Yeah, I can do that for you," and then going forward. The problem with that approach is that you miss out on some opportunities that having your company incorporated offers. You might also be missing out on some necessary legal matters that can keep you on the right side of the law.

In this episode Attorney Blair Jackson, on of our amazing Business Attorneys, and Mark Miller, our Marketing Director, sat down and discussed Mark's new side-venture as a content creator for lawyers and other service providers in the Orlando Area. Mark wants to make sure his company, FirmTheory, is set up properly and in a way that benefits both Mark and the company.

Firm Theory has been working with attorneys and other legal experts on their marketing and messaging for over a decade. They understand the legal field and the unique needs of law firms to stay within the rules of the various Bar Associations and State Laws. Let us help you navigate the space and send out a message that works.

Attorney Blair Jackson has been practicing in Central Florida for over 25 years. He has helped companies in their legal needs, protecting them from litigation and helping them go after others who have broken contracts or done harm to their businesses.

Finding new clients and customers can be difficult. When you're new and money is tight traditional advertising methods may be out of the question. That's why creating a network of partners you can refer to and receive referrals from is a great way to work on your company's growth.

In this episode, we have Jordan Ostroff's speech to the Orange County Bar Association from February 2020. If you'd like to download the slidedeck to follow along, that can be found at https://legaleasemarketing.com/ocba

Have you ever considered buying out the company you work for? There is a way to do that properly and make sure your clients are prepared and on board with the changes that are coming. 

In this episode, Jordan sits down with Rob Legenhausen of Keiron Partners and they talk about the challenges of letting their clients know that there would be an upcoming change of ownership. They discuss how they broke the news to each client and how they made sure everyone was happy and comfortable with the process. 

Rob has been a financial advisor for over a decade. How Rob works:

1. Questions. My relationship with my clients is a long-term one. That’s how I work. I’m not interested in selling you a product and moving on to the next “customer.” The relationships I have with my clients take some time to develop, but it’s worth the effort and I believe it’s the only way to do business.

2. Expectations. I will layout exactly what you can expect from me in the way of commitment, communication, and time. We’re in this together. Many of my clients think of me as a partner as much as an advisor.

3. The Now: Let’s talk about what’s going on in your financial life right now. I’m talking about a crystal picture of the “now”. If we’re on the same page from day 1, we’ve taken the first step in laying the groundwork for a successful advisor-client relationship.

4. Action. This is where I earn my keep. I will spend as much time and effort as necessary to put together a plan based on your goals, and I won’t quit until you’re comfortable with that plan. That’s my commitment to you.

Do you only see your insurance agent when they show up once a year to get an increased renewal signed? When was the last time they reached out to you to see how your business was going without trying to sell you something new? Dows your agent ask you if your needs have changed year over year?

Unless you have an agent like Palmer Trice of Insurance Office of America, you might be paying more than you should be or have a policy that doesn't accurately reflect your current needs. Jordan sat down with Palmer to discuss what your insurance agent should be doing for you, and how their interests should reflect yours.

Palmer moved to Orlando to follow a girl, found my way into HR and then insurance.  He did so by talking with a former CFO, who had become a mentor. He helped to find something that was a better fit if Palmer promised to help transition in the next HR Director.

What Palmer says are the 3 biggest mistakes business owners need:

Dr. Drew Byrnes is not the original owner of Park Smiles Dentistry. He took over the practice and chose to revamp it over the past several years. 

In this week's episode Jordan sits down with Dr. Drew to discuss how he took over the practice, some of the challenges he faced in making it his own, and the work he's done to grow since he came in.

Park Smiles Dentistry office has been serving the Winter Park area for over 80 years. Since Dr. Wilbur Jennings opened the doors in 1939, the office has been giving people a reason to smile. From Dr. Jennings to Dr. Alan Price and now to Dr. Drew Byrnes, they have been providing quality dental care to their outstanding patients.

Insurance is usually a dry and boring subject that people only want to deal with once a year. When you have a professional like Tina Craft or Fringe Benefits helping you navigate your policy, it can be interesting and exciting.

In this week's episode, Tina and Jordan sit down and go over the little areas that most people miss when discussing and choosing insurance for their company and their employees. 

Tina has a Bachelor of Science in Sociology from The University of Central Florida and is a licensed life and health agent. Tina contributes 20 years of employee benefits experience focused on innovative strategies and solutions that help employers achieve financial and human capital goals and objectives. Born in Orlando, Tina has been married to Will since 2007 and has beautiful twin sons. Tina shares a passion for advocacy, servant leadership and education.

Making sure your company is on the right financial footing is one of the basics that many entrepreneurs miss. In this week's episode, Jordan sits down with Michael Clark of Let's Talk Future Radio to discuss some of the tips that the smart business owner should use to ensure they have the stability for success.

Michael Clark is a Certified Financial Planner working with businesses and individuals across Central Florida. In his own words:

I have a mission that drives everything I do: Everyone deserves the truth about money, and armed with the truth anyone can achieve financial success.

Whether you’ve just started your company, or have been running it for years and need some new ideas, we can offer you insight and a new way to look at the problems you’re having.

Immigration is a big subject in the current political climate, but if anyone on your payroll is from another country, it's an issue you need to know how to navigate. Jordan sat down with Yazen Abdin of Abdin Law to discuss some of the issues surrounding immigration and running your business.

If you've ever wondered what the differences between an H1-B Visa and a EB-5 Visa, or if you need help because someone you rely on is a Dreamer or Asylum seeker, then you should contact Yazen and his team.

U.S. Immigration Attorney Yazen Abdin has successfully represented many individuals and corporations in acquiring residency and citizenship in the United States. He focuses exclusively on immigration matters. Attorney Abdin has been featured on Channel 6 and Channel 13 news stations to advise about the latest developments in Immigration Law.

Jordan sits down with Aaron Paul of Solutions Group Wealth to discuss his recent merger with another company. They discuss some of the ways Aaron looked into the company before they merged, some of the reasons for the merge, and some legal matters they worked through as they came together. 

Solutions Group Wealth Management, clients enjoy the financial industry’s highest standard in personalized planning. Our veteran professionals specialize in simplifying the complexities of our clients’ financial lives.

Based in Longwood, Florida, we are proud to serve clients throughout Central Florida and across the continental United States. While providing a comprehensive spectrum of services, we unite the access and resources of major institutional firms with the personal touch of a local practice. By keeping our clients’ best interests at the heart of our process, we deliver best-in-class advice and strategies in a genuine, approachable environment.

There are a few things our leadership team knows to be true. First, Honesty. From our perspective, this is the most valuable trait when looking for someone to help manage your financial future. Fact is, people test others every day to see if their word has meaning, and if they follow through with their promises. We invite you to give us a shot.

Second, Trust. Since day one, we have built our firm on trust and a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we’re responsive, experienced, and thorough. Like your own C.F.O. should be.

Third, Dependability. Our firm is here to guide you through every step of your financial journey. Whether you are just starting to learn about investments or you have been investing your entire life, you can depend on our firm to provide custom solutions that fit your specific lifestyle and financial goals.