Pro Business Channel

Pro Business Channel

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Pro Business Channel episodes

  • Tom Simonson: Reviving Bill Bartmann's Dream and Transforming CFS into Merit Financial on Capital Club Radio
    On this episode of Capital Club Radio... Michael Flock interviews Tom Simonson at the RMA conference in Las Vegas about  his monumental undertaking, the re-engineering of Bill Bartmann's Commercial Financial Services (CFS) and reviving Bill's dream and Transforming CFS into Merit Financial.
    Tom is the President and CEO of the Merit Family of Companies, formed in 2017 and comprised of Merit Financial Solutions, Financial Samaritan and Financial Samaritan Lending. Additionally, Tom is President and CEO of CFS2, Inc., the debt buying, servicing and collection R&D company that developed the methods and software now being used by Merit Financial Solutions.

    Prior to becoming President and CEO of CFS2 in December 2016, Tom had served as COO of CFS2, a position he has held since August, 2014. Prior to this, Tom was Worldwide General Manager of the Technology, Consulting and Systems Integration Division at Unisys Corporation. He was responsible for their global go-to-market plan, sales, field operations and customer satisfaction. Tom, a graduate of Drexel University, began his career with over 20 years of service at IBM where he held a variety of senior executive positions. He lived for two years in Paris, France while working as an executive at IBM's European headquarters.

    Here is a glimpse of what Tom shared in the interview.
    "I think there was always two sides to the Bill Bartmann story and the controversy around it. On the one hand, you had what you described, which was the scandal and the ultimate demise of CFS. But on the other hand, you had a man who was quite the visionary and could see things that others in the industry or in other industries did not see..."
    "I learned that you need a precise strategy, that you need maniacal focus, and you need a certain level of cadence and discipline..."
    "when you're building the business and you're making the level of transformation that we are, you do rely on investors up front and you have to learn to raise money as part of your everyday operating..."

    To learn more visit:

    http://www.meritfinancialsolutions.com
    https://www.linkedin.com/in/tomsimonson1





    Capital Club Radio

    Hosted by: Michael Flock
    Sponsored by: Flock Specialty Finance

    Providing a forum for leaders in the middle market segment which has typically been undeserved by traditional banking.

    Listeners gain valuable business insights and perspectives to deal with market uncertainty. Topics include: key success factors, both personal and professional, dealing with adversity, outlook for the industry and your business.


    For more info about Michael Flock and Flock Specialty Finance visit:
    www.FlockFinance.com

    To nominate or submit a guest request visit:
    www.CapitalClubRadioShow.com

    To view more photos from this show visit:
    www.ProBusinessPictures.com

    Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-business-channel--2662314/support.
    27 min
  • Tom Simonson Reviving Bill Bartmann's Dream and Transforming CFS into Merit Financial on Capital Club Radio
    On this episode of Capital Club Radio... Michael Flock interviews Tom Simonson at the RMA conference in Las Vegas about  his monumental undertaking - the re-engineering of Bill Bartmann's Commercial Financial Services (CFS) and reviving Bill's dream and Transforming CFS into Merit Financial.
    Tom is the President and CEO of the Merit Family of Companies, formed in 2017 and comprised of Merit Financial Solutions, Financial Samaritan and Financial Samaritan Lending. Additionally, Tom is President and CEO of CFS2, Inc., the debt buying, servicing and collection R&D company that developed the methods and software now being used by Merit Financial Solutions.
    Prior to becoming President and CEO of CFS2 in December 2016, Tom had served as COO of CFS2, a position he has held since August, 2014. Prior to this, Tom was Worldwide General Manager of the Technology, Consulting and Systems Integration Division at Unisys Corporation. He was responsible for their global go-to-market plan, sales, field operations and customer satisfaction. Tom, a graduate of Drexel University, began his career with over 20 years of service at IBM where he held a variety of senior executive positions. He lived for two years in Paris, France while working as an executive at IBM's European headquarters.
    Here is a glimpse of what Tom shared in the interview.
    "I think there was always two sides to the Bill Bartmann story and the controversy around it. On the one hand, you had what you described, which was the scandal and the ultimate demise of CFS. But on the other hand, you had a man who was quite the visionary and could see things that others in the industry or in other industries did not see..."
    "I learned that you need a precise strategy, that you need maniacal focus, and you need a certain level of cadence and discipline..."
    "when you're building the business and you're making the level of transformation that we are, you do rely on investors up front and you have to learn to raise money as part of your everyday operating..."
    To learn more visit:
    http://www.meritfinancialsolutions.com
    https://www.linkedin.com/in/tomsimonson1
    Capital Club Radio
    Hosted by: Michael Flock
    Sponsored by: Flock Specialty Finance
    Providing a forum for leaders in the middle market segment which has typically been undeserved by traditional banking.
    Listeners gain valuable business insights and perspectives to deal with market uncertainty. Topics include: key success factors, both personal and professional, dealing with adversity, outlook for the industry and your business.
    For more info about Michael Flock and Flock Specialty Finance visit:
    www.FlockFinance.com
    To nominate or submit a guest request visit:
    www.CapitalClubRadioShow.com
    To view more photos from this show visit:
    www.ProBusinessPictures.com
    27 min
  • How Money Works, the Money Make Over, Wealth Building 101 & Six Steps of Debt Management on Rich Hart Show
    How Money Works, the Money Make Over, Wealth Building 101 & Six Steps of Debt Management on Rich Hart Show
    Noelle Kim, Financial Professional
    Wealthwave Financial Advisor


    Noelle Kim is an investment advisor representative of Transamerica Financial Advisors, Inc.,
    Noelle has been in the financial services industry for 18 years.

    Her background in marketing, coaching, team building, and public speaking provides her with well-rounded perspective to different financial challenges, concerns, and successes.

    She is dedicated to building, investing, and accumulating wealth through a range of financial products and services for her clients and their families. She develops a targeted and coordinated investment strategy to help them meet their financial goals. She uses a collaborative approach to provide clear facts and customized recommendations which allow clients to make informed decisions.

    Noelle and her team are on a mission to bring the American Dream to reality through financial education and financial empowerment to Americans to take control of their financial life.
     


    WHAT I OFFER:
    -A large selection of specific financial products tailored to fit your personal needs.
    -Financial education for individuals of all ages and organizations that need it the most.
     

    BULLET POINTS:
    - Tell Your Story
    - Rise to the Financial Resources Platform
    - Your history and background
    - Why Financial Services and what has the Financial Services Industry been able to carve out for you
    - What took you down the path of the Financial Freedom Gateway
     
    SHOW TOPICS:
    How Money Really Works
    Taking the How Money Works Challenge
    Welcome to Wealth Building 101
    Individual Money Make Over
    GAP OF WEALTH for many individuals today
    Men, Woman, Generations, Millennials, Working Professionals



    6 STEPS to Financial
    1 - Independence
    2 - Debt Management
    3 - Emergency Funds
    4 - Cash Flow
    5 - Proper Protection
    6 - Building Wealth & Estate Preservation
     


    What you should know about retirement but we're too afraid to look at your checking account
    It’s not too late to start thinking about tomorrow
    Need for Industry Professionals & Career Changing in the Financial Services Industry




    Web Site / Social Media Links:




    HowMoneyWorks.com/NoelleKim
    https://www.linkedin.com/in/noellekim




    More about the show, host and sponsors:

    Show Host:  Rich Hart
    Rich Hart Show Mission: "Bringing the World of Business Closer to You."

    Format: Business Talk with In Studio Guests! Interviewing Real Estate & Finance Thought Leaders.
    Broadcasting LIVE from Pro Business Channel Studios in Atlanta

    To view photos from this show visit:
    www.ProBusinessPhotos.com

    To submit a guest booking requests for consideration visit:
    www.RichHartShow.com

     

    Check out more episodes and learn more about the show host and sponsors visit:
    www.RichHart.com

    Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-business-channel--2662314/support.
    30 min
  • How Money Works, the Money Make Over, Wealth Building 101 & Six Steps of Debt Management on Rich Hart Show
    How Money Works, the Money Make Over, Wealth Building 101 & Six Steps of Debt Management on Rich Hart Show
    Noelle Kim, Financial Professional
    Wealthwave Financial Advisor
    Noelle Kim is an investment advisor representative of Transamerica Financial Advisors, Inc., 
    Noelle has been in the financial services industry for 18 years. 
    Her background in marketing, coaching, team building, and public speaking provides her with well-rounded perspective to different financial challenges, concerns, and successes. 
    She is dedicated to building, investing, and accumulating wealth through a range of financial products and services for her clients and their families. She develops a targeted and coordinated investment strategy to help them meet their financial goals. She uses a collaborative approach to provide clear facts and customized recommendations which allow clients to make informed decisions. 
    Noelle and her team are on a mission to bring the American Dream to reality through financial education and financial empowerment to Americans to take control of their financial life. 
    WHAT I OFFER: 
    -A large selection of specific financial products tailored to fit your personal needs. 
    -Financial education for individuals of all ages and organizations that need it the most. 
    BULLET POINTS:
    - Tell Your Story
    - Rise to the Financial Resources Platform
    - Your history and background
    - Why Financial Services
    - What has the Financial Services Industry been able to carve out for you
    - What took you down the path of the Financial Freedom Gateway
    SHOW TOPICS:
    How Money Really Works
    Taking the How Money Works Challenge 
    Welcome to Wealth Building 101
    Individual Money Make Over
    GAP OF WEALTH for many individuals today...
    Men, Woman, Generations, Millennials, Working Professionals
    6 STEPS to Financial
    1 - Independence
    2 - Debt Management
    3 - Emergency Funds
    4 - Cash Flow
    5 - Proper Protection
    6 - Building Wealth & Estate Preservation
    What you should know about retirement but we're too afraid to look at your checking account
    It’s not too late to start thinking about tomorrow
    Need for Industry Professionals & Career Changing in the Financial Services Industry
    Web Site / Social Media Links:
    HowMoneyWorks.com/NoelleKim
    https://www.linkedin.com/in/noellekim
    More about the show, host and sponsors:
    Show Host:  Rich Hart
    Rich Hart Show Mission: "Bringing the World of Business Closer to You."
    Format: Business Talk with In Studio Guests! Interviewing Real Estate & Finance Thought Leaders. 
    Broadcasting LIVE from Pro Business Channel Studios in Atlanta
    To view photos from this show visit:
    www.ProBusinessPhotos.com
    To submit a guest booking requests for consideration visit:
    www.RichHartShow.com
    Check out more episodes and learn more about the show host and sponsors visit:
    www.RichHart.com
    30 min
  • Infrastructure, Strategy & Sales Training are Key for Increasing Sales on Business Developers Network
    If You Heard Laurel Instead of Yanny It Can Make or Break Your Sales Numbers
    Infrastructure, Strategy & Sales Training are Key for Increasing Sales.

    The recent viral internet sensations, “Do you hear Laurel or Yanny?” illustrates a point that can make the difference in achieving your sales numbers. Why do some people say the hear Laurel and others say they hear Yanny? The answer may have something to do with predisposed perception.

    Infrastructure First
    Our first guest, Emanuel Istudor is the Business Development & IS Manager at Manufactured Assemblies Corporation (MAC). MAC’s is a global leading manufacture of electronic assemblies and wire harnesses used for electrical enclosures such as ATM kiosks.  MAC has plans to increase its annual revenue from $50MM to $100MM by offering new products and services that include; outsourced solutions, contract manufacturing, design engineering, electronic kiosks, digital signs and reselling international products.  Emanuel heard Laurel: Emanuel holds degrees in both Computer Engineering and Business Administration and his predisposed perception understood for MAC to achieve their sales goals, the
    company needed to ramp up their logistics and manufacturing planning systems and he initiated lean six sigma, technology infrastructure, analytics, CRM, and an enterprise operating system. With MAC’s infrastructure in place to handle the additional throughput, Emanuel is now applying the same disciplined approach for marketing and sales and MAC’s table is set to achieve its sales goals.

    Strategy & Sales Training are Key for Increasing Sales
    Our second guest, Craig Apatov is the Managing Partner and Strategic Marketing Practice Leader for Ascension Growth & Innovation Strategies. Ascension is a management consulting firm that helps clients drive top line growth and improve business performance through strategic analytics, insight mining, marketing optimization, and sales enablement programs.  Craig hears Laurel and Yanni: Craig has worked with blue chip firms, Citibank, Amex and brands, Hunt’s Ketchup, Mattel Hot Wheels. Companies come to Ascension to increase revenue. Craig’s predisposed perception knows management needs to have clearer insight and the sales team can benefit from sales implementation training. Craig gave an example how Ascension’s strategic insight recommended that Brand Bank place ATM kiosks that produced billions of dollars of transactions.

    Serendipity:  Emanuel smiled and thanked Craig; MAC manufactured the kiosks for Brand Bank.



    Emanuel Istudor
    Manufactured Assemblies Corporation

    Emanuel Istudor is the Business Development & IS Manager at Manufactured Assemblies Corporation. Emanuel has a BSE for Computing Engineering from Mercer University and an MBA in Business Administration at Georgia Tech, and applied them in the information technology and services industry. Before becoming the Business Development & IS Manager at Manufactured Assemblies Corporation, Emanuel was a Product & Sales manager for Cisco and President of Quality Data Products, as the name suggests a technology data company.  Manufactured Assemblies Corporation, known as MAC is a worldwide leader for the manufacturer of electronic and mechanical assemblies, and wire harnesses used for electrical enclosures such as ATM kiosks and payment registers and also a manufacturer of finished electronic kiosks. box builds, panel boards, and digital signs.  They serve a wide variety of industries: aerospace, data systems, industrial, medical, military, retail, hospitality and renewable energy.

    MAC has a 40-year history, originally established in 1976, its headquartered are near Dayton, Ohio and has an assembly & distribution center in Buford, GA.

    MAC is a progressive business development company and continues to expand and...

    Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-business-channel--2662314/support.
    27 min
  • Infrastructure, Strategy & Sales Training are Key for Increasing Sales on Business Developers Network
    If You Heard Laurel Instead of Yanny It Can Make or Break Your Sales Numbers
    Infrastructure, Strategy & Sales Training are Key for Increasing Sales.
    The recent viral internet sensations, “Do you hear Laurel or Yanny?” illustrates a point that can make the difference in achieving your sales numbers. Why do some people say the hear Laurel and others say they hear Yanny? The answer may have something to do with predisposed perception.
    Infrastructure First
    Our first guest, Emanuel Istudor is the Business Development & IS Manager at Manufactured Assemblies Corporation (MAC). MAC’s is a global leading manufacture of electronic assemblies and wire harnesses used for electrical enclosures such as ATM kiosks.  MAC has plans to increase its annual revenue from $50MM to $100MM by offering new products and services that include; outsourced solutions, contract manufacturing, design engineering, electronic kiosks, digital signs and reselling international products.  Emanuel heard Laurel: Emanuel holds degrees in both Computer Engineering and Business Administration and his predisposed perception understood for MAC to achieve their sales goals, the
    company needed to ramp up their logistics and manufacturing planning systems and he initiated lean six sigma, technology infrastructure, analytics, CRM, and an enterprise operating system. With MAC’s infrastructure in place to handle the additional throughput, Emanuel is now applying the same disciplined approach for marketing and sales and MAC’s table is set to achieve its sales goals.
    Strategy & Sales Training are Key for Increasing Sales
    Our second guest, Craig Apatov is the Managing Partner and Strategic Marketing Practice Leader for Ascension Growth & Innovation Strategies. Ascension is a management consulting firm that helps clients drive top line growth and improve business performance through strategic analytics, insight mining, marketing optimization, and sales enablement programs.  Craig hears Laurel and Yanni: Craig has worked with blue chip firms, Citibank, Amex and brands, Hunt’s Ketchup, Mattel Hot Wheels. Companies come to Ascension to increase revenue. Craig’s predisposed perception knows management needs to have clearer insight and the sales team can benefit from sales implementation training. Craig gave an example how Ascension’s strategic insight recommended that Brand Bank place ATM kiosks that produced billions of dollars of transactions.
    Serendipity:  Emanuel smiled and thanked Craig; MAC manufactured the kiosks for Brand Bank.
    Emanuel Istudor
    Manufactured Assemblies Corporation
    Emanuel Istudor is the Business Development & IS Manager at Manufactured Assemblies Corporation.
    Emanuel has a BSE for Computing Engineering from Mercer University and an MBA in Business Administration at Georgia Tech, and applied them in the information technology and services industry.
    Before becoming the Business Development & IS Manager at Manufactured Assemblies Corporation, Emanuel was a Product & Sales manager for Cisco and President of Quality Data Products, as the name suggests a technology data company.
    Manufactured Assemblies Corporation, known as MAC is a worldwide leader for the manufacturer of electronic and mechanical assemblies, and wire harnesses used for electrical enclosures such as ATM kiosks and payment registers and also a manufacturer of finished electronic kiosks. box builds, panel boards, and digital signs.
    They serve a wide variety of industries: aerospace, data systems, industrial, medical, military, retail, hospitality and renewable energy.
    MAC has a 40-year history, originally established in 1976, its headquartered are near Dayton, Ohio and has an assembly & distribution center in Buford, GA.
    MAC is a progressive business development company and continues to expand and adapt with current technologies. It has expanded its products and services offering outsourced solutions, contract manufacturing and is a value-added reseller of...
    27 min
  • Growing Your Business Globally, World Trade Day and Currency Exchange on International Business Radio
    Growing Your Business Globally, World Trade Day and Currency Exchange on International Business Radio

    Guests on this episode:

    Dr. Diane Alleva Caceres, CEO of Market Access International
    Founder and Chair of the World Trade Day Conference in Georgia

    International trade, investment and organizational growth work in Europe, Canada, Pacific and emerging markets in Latin America, Africa, Asia, Middle East, Central & Eastern Europe.

    Founded Market Access International, Inc. in Atlanta, GA in 1997. Company is an international trade & investment development firm with both private and public sector clients (USAID, USTDA, foreign economic development agencies, international financial institutions). Prior to founding MAI, worked in Washington, D.C. for 8 years in this field.

    Specialties: International business development; SME global growth; Foreign Direct Investment strategies and workplan implementation; Market Assessments & Strategies; International Finance Mobilization; Mentoring; Corporate Growth

    World Trade Day

    World Trade Center Atlanta

    Market Access International, Inc.

    Diane on Linkedin

    Juan Pablo (JP) Carriedo, CEO of Tempus

    Specialties: Banking management and compliance; credit and market risk assessment; M&A; corporate strategy consulting; international payments; currency foreign exchange; hedging solutions.

    Whether paying invoices in a foreign currency, funding foreign operations or receiving foreign payments, Tempus helps companies properly manage their currency needs. We focus on protecting our clients' profits by keeping them abreast of current activity in the global markets and by reducing exchange rate exposure with our full range of products and services. Dedicated client account managers keep clients well informed in order to make the right decisions regarding their international payments. Since 1999, Tempus has provided corporate clients with the best foreign exchange and international payment solutions in the industry. Tempus guides thousands of clients, from a broad spectrum of industry sectors, through the intricacies of the currency markets. Our unique market insight is widely recognized in main-line business media such as The Wall Street Journal, Reuters, Bloomberg, and CNBC to name just a few. In 2010 Tempus proudly became part of Monex Group, one of the world’s largest commercial foreign exchange providers, to further expand our place in the global market.

    Visit Tempusfx.com

    Juan Pablo on Linkedin

    Topics Discussed in this Episode:
    - What are the pros and cons to growing your business globally?
    - World Trade Day – celebrates economic growth, promotes and honors the international trade community and their contributions to the economic power of our region.
    - What to consider before deciding to expand your business internationally?
    - Once you decide to go global, how can you protect and maximize your profit margins?
    - One of the more significant effects that the internet has had for businesses, small and large, is the ability to reach an international audience and grow their business glob...

    Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-business-channel--2662314/support.
    26 min
  • Growing Your Business Globally, World Trade Day and Currency Exchange on International Business Radio
    Growing Your Business Globally, World Trade Day and Currency Exchange on International Business Radio
    Guests on this episode:
    Dr. Diane Alleva Caceres, CEO of Market Access International
    Founder and Chair of the World Trade Day Conference in Georgia
    International trade, investment and organizational growth work in Europe, Canada, Pacific and emerging markets in Latin America, Africa, Asia, Middle East, Central & Eastern Europe.
    Founded Market Access International, Inc. in Atlanta, GA in 1997. Company is an international trade & investment development firm with both private and public sector clients (USAID, USTDA, foreign economic development agencies, international financial institutions). Prior to founding MAI, worked in Washington, D.C. for 8 years in this field. 
    Specialties: International business development; SME global growth; Foreign Direct Investment strategies and workplan implementation; Market Assessments & Strategies; International Finance Mobilization; Mentoring; Corporate Growth
    Diane on Linkedin:  https://www.linkedin.com/in/dianeallevacaceres
    Juan Pablo (JP) Carriedo, CEO of Tempus
    Specialties: Banking management and compliance; credit and market risk assessment; M&A; corporate strategy consulting; international payments; currency foreign exchange; hedging solutions.
    Juan Pablo on Linkedin:  https://www.linkedin.com/in/jcarriedo
    Topics Discussed in this Episode:
    - What are the pros and cons to growing your business globally?
    - World Trade Day – celebrates economic growth, promotes and honors the international trade community and their contributions to the economic power of our region.
    - What to consider before deciding to expand your business internationally?
    - Once you decide to go global, how can you protect and maximize your profit margins?
    - One of the more significant effects that the internet has had for businesses, small and large, is the ability to reach an international audience and grow their business globally.
    - What are the benefits and drawbacks of doing so?
    - Anyone can do this, even from the comfort of their home, but just because you can doesn’t mean everyone should.
    - Advantages: companies finding high quality products and services at competitive prices, which can enhance domestic competitiveness marked up from their bank and then attributed extra 2-3 percent in order to protect themselves against any currency market fluctuations.
    - Often people think converting money equates to a loss, this isn’t necessarily true. Certainly unexpected currency fluctuations can destroy your profits, but it can also produce a windfall. The relative strength of the US dollar against the currencies in the countries you supply can make your products and services either expensive or inexpensive. This can be controlled through currency hedging, but unless you know a great deal about this, it is always wise to seek
    the consultation of a professional currency trading firm.
    - International credit card transactions and regional bank rates can prove to be problematic and costly. It's about making the right decision at the right time regarding global payments to positively affect profits. That's where Tempus brings specialized expertise. Keeping companies informed of current activity in the global markets so they can make the right decisions regarding global payments in order to positively affect profits. Tying it back to the beginning of the podcast about the internet revolutionizing the way we do business, companies need to find robust online platforms that can keep up with growth and offer an easy-to-use interface, which is exactly the basis for the Tempus online trading platform.
    What should a business owner consider before deciding to expand their business internationally?
    Business owners must consider many factors when determining whether to expand a business globally. In addition to developing a business plan and defining your short, mid, and long term...
    26 min

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