Yvonne Riner & Todd Burkhalter discuss Bartering and Wealth Management topics
February 25, 2013 5:59 pm
Our two guests today were Yvonne Riner with Uber Trade LLC, who explains the advantages of using barter in your business, including using it to get new clients. And, Todd Burkhalter, a Financial Planner and Partner at Ashworth & Sullivan Wealth Management Group, who discusses how financial planning can help individuals and families meet their goals for wealth creation, preservation and create a legacy.
Yvonne Riner is the Co-Founder and Chief Marketing Officer of Uber Trade LLC, an online barter exchange based in Alpharetta. With over 500 members and 25 non-profit members, Yvonne and her husband Preston have plans to rapidly expand their concept nationwide.
Business owners are consistently challenged to do more with less and to seek ‘multiple’ and ‘creative ways’ to promote their business. The times of relying on one medium as your revenue source no long exist. Find out how business owners are introducing ‘bartering’ as a new marketing channel and means to more to their bottom line when you listen to Yvonne discuss Uber Trade and how you can use it too.
If you are a non-profit, you’ll certainly want to tune in and learn how non-profits are using barter as a way to raise money and gain support for their causes.
Yvonne says she is a transplant from Florida, and a GA Bulldog alum where she earned her Executive MBA. She serves as a board member and an ambassador for the Johns Creek Chamber of Commerce, volunteers with the Alpharetta Business Association, is an ambassador for the UGA MBA Alumni, and as marketing co-chair for the Hospitality Industry Ministry. Her entrepreneurial spirit led her to establish Riner Associates, which provides marketing and business services for local non-profits.
Todd Burkhalter, partner in Ashworth & Sullivan Wealth Management Group, is a standout among wealth managers having been named five times as an Atlanta Magazine Five Star Wealth Manager for Best in Client Satisfaction in 2008 through 2011 and now again in 2012. Five Star Best In Client Satisfaction Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 4% of the wealth managers within a specific market area. Also, in 2010 named as a Top Wealth Manager in the Southeast by Newsweek Magazine. In 2011 and 2012, was recognized by The National Association Of Insurance and Financial Advisors as a member of The Top 40 Advisors Under 40 in Atlanta. These recognitions and awards are indicative of the passion he has for helping others achieve more reflect the skill, depth of expertise and competence of the team backing up Todd in serving his clients.
Todd says he’s been privileged to assist families, business owners, and professionals in realizing their financial dreams. Through a commitment to excellence, he has been fortunate to build a solid client base throughout the United States, which continually expands through referrals from satisfied clients.
Saying his company is very focused on serving its current customers best by understanding their needs, goals and situation in depth, Todd emphasizes their dedication to in-depth personal service to clients is a defining difference between his company and so many other. That, and their philosophy of costing a client a net of zero through sage investing, wise management of assets and careful planning gives you yet another reason to contact Todd.