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In Process Podcast

In Process: Conversations about Business in the 21st Century is presented by Trusted Counsel. Business involves constant change and challenges. In Process brings you weekly conversations with business experts on topics to provide new ideas, tools and techniques to help you and your business grow and succeed.
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Now displaying: May, 2018
May 31, 2018

Is your business in transition? Are your sales lagging? Or perhaps you are trying to determine the best way to motivate your sales team. Don’t go at it alone. Consider working with sales    and business strategist Christie Walters. With proven techniques and results-oriented strategies, she’ll help you drive revenue and kick your sales team into high-performance gear.

This week on Trusted Counsel’s podcast show “In Process: Conversations about Business in the 21st Century,” we interview Christie Walters, a sales and business strategist who has deep experience with helping small, mid-sized companies and individuals reach their highest level of potential. She is the owner of iCore Strategy in Atlanta, Georgia. She is also the host of a podcast “The Why and the Buy.”

During the course of the podcast, entrepreneurs, business owners and C-level executive will learn:

  • When it's time to bring in a sales coach to your organization
  • The definition of designed alliance
  • How to obtain a FREE 30-minute consultation with podcast sales coach Christie Walters
  • How to get the most out of a coaching relationship

If you would like to learn more about Christie and her services, visit her website www.icorestrategy.com.

 Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please forward it to someone who might enjoy it.

May 17, 2018

This week on “In Process: Conversations about Business in the 21st Century,” we reach the final podcast in our series dedicated to the topic of preparing your business for sale.

There's a “new normal” in the marketplace. Too much money, chasing too few deals. We’re also now seeing a fairly dramatic reduction in the number of companies above 100 employees. That shrinkage, if you will, accounts for a lot of the competitiveness. And, the impact on the market? It's driving the capital downstream.

In the final installment of our six-part podcast series, show hosts Evelyn Ashley and John Monahon speak with Doug Tatum, chairman of Newport Board Group, a national partnership of CEOs and senior executives who advise emerging middle-market companies and assist private-equity firms to invest in and grow portfolio companies. Doug is also the author of “No Man’s Land: Where Growing Companies Fail,” a leading text about growth companies that has been translated into several languages and has won four National Best Business book awards. 

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about the:

  • Concept of fractional C-level officers
  • Succession planning process
  • Best practices for selecting a successor
  • Lessons-learned from the sales process
  • Qualities you should look for in a purchaser

Did you enjoy the podcast? Please give us a review and share the episode with anyone you know who would benefit.

May 3, 2018

This week on “In Process: Conversations about Business in the 21st Century,” we continue with the next podcast in our series dedicated to the topic of preparing your business for sale.

Business owners often consider themselves immortal and are among the worst offenders when it comes to wealth management and estate planning. They’re just so focusing on growing their businesses, they make the mistake of not setting the necessary time aside to address these very important aspects of their lives.

In the fifth installment of our six-part podcast series, show hosts Evelyn Ashley and John Monahon speak with Wilmington Trust’s Jonathan Fitzgerald, vice president and director of wealth and fiduciary planning in the Southeast, about how busy business owners can take a phased approach to wealth planning. Wilmington Trust is one of the largest personal trust providers in the United States.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about the:

  • Processes and timelines involved with wealth planning
  • Aspects of family succession planning
  • Importance of wills and trusts
  • The role valuations play in wealth planning
  • The impact of insurance on the planning process
  • Different ways to transfer value outside of the estate
  • Tax changes affecting estate planning

Did you enjoy the podcast? Please give us a review and share the episode with anyone you know who would benefit.

May 3, 2018

This week on “In Process: Conversations about Business in the 21st Century,” we continue with the next podcast in our series dedicated to the topic of preparing your business for sale.

Business owners often consider themselves immortal and are among the worst offenders when it comes to wealth management and estate planning. They’re just so focusing on growing their businesses, they make the mistake of not setting the necessary time aside to address these very important aspects of their lives.

In the fifth installment of our six-part podcast series, show hosts Evelyn Ashley and John Monahon speak with Wilmington Trust’s Jonathan Fitzgerald, vice president and director of wealth and fiduciary planning in the Southeast, about how busy business owners can take a phased approach to wealth planning. Wilmington Trust is one of the largest personal trust providers in the United States.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about the:

  • Processes and timelines involved with wealth planning
  • Aspects of family succession planning
  • Importance of wills and trusts
  • The role valuations play in wealth planning
  • The impact of insurance on the planning process
  • Different ways to transfer value outside of the estate
  • Tax changes affecting estate planning

Did you enjoy the podcast? Please give us a review and share the episode with anyone you know who would benefit.

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