Managed Business Services 

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." -Robert Kiyosaki
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Business owners have come to me to solve the problem of needing more leads and customers. Experience has taught me that's not always the main problem. Getting more customers increases operational costs and requires planning. Having a conversation about that part of the business requires trust and a relationship.
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Many ad agencies/marketing companies start and end with providing/refining a marketing stack/ funnel to get leads and customers, without understanding how the business is operating. Experience has taught me that until there is a relationship of trust, the root of the problem will not be exposed. 
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Here's the story of how and why I went from providing marketing services to business services as a consultant. 
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I was working as a consultant at small company, and we had gone from $100k in revenue to $500k in less than six months, and we were a cinch to go to $1 million in another six. 

In December, right before the holidays, the operations manager came to me and said, "we may not make payroll this week." 

That was impossible. I knew there were contracts coming in, and I knew billing was up. I did some digging.

What I didn't know was that invoices were not going out. They hadn't gone out for two months, and we were in the third month already, so that made it three months of nothing coming in.

It changed my perspective on business entirely, 

I spent the next two days getting invoices out, meeting with the owners, operations manager and the accountant to review all SOPs. 

Then I did a deep dive into the frameworks that define business success. The rest they say is history.
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The problem I solve is to help business owners with the implementation of their business framework based on a strategy, so they don't have to bounce around with different tactics, and agencies trying to find a solution.

Business Consultant

Managed Media Services and Marketing helps customers develop a fully automated marketing solution. We use a 3 step process to plan the strategy, create the solution and implement a done-for-you or done-with-you automated marketing stack.

Managed Media and Marketing Services offers a complete platform of digital marketing services

SEO
Our talented representatives who know exactly how to rank your site for relevant keywords and get more eyes on your website now and for years to come. 

Google Ads
We manage your AdWords campaign to bring in new website visits and increase lead generation. 

Facebook Ads
Our experts know exactly how to take advantage of Facebook's sophisticated algorithm to start delivering you new leads each and every day.

Listings
Listing businesses in online directories such as Google, Bing, Yahoo, Yelp, and TripAdvisor, 
increase your company’s visibility, drives more traffic, and attracts potential customers. 

Social Posting 
Social media is an affordable way to communicate and effectively market your business to your potential customers.

Content
Every digital marketing service requires quality content through educational articles, breaking industry news, or thought-provoking opinions that drive traffic and engagement to your website and nurture them to become customers.

Websites
We replace outdated, slow-loading, boring websites. with a sleek, sophisticated, easy-to-navigate website built by our team of professional web developers.

Marketing Consultant

iHub Vantage

Save 25-50% on workers' compensation costs, premiums and claims. See if your business qualifies.

REDUCED COMMISSIONS
Wholesale pricing produces lower costs in the workers' compensation premium. It's that simple.

PROPER RISK CLASSIFICATION
Reclassification  is achieved by improving the Experience Modification Rating (EMR/XMod). This is accomplished through proper Risk Management Resources. 

RISK MANAGEMENT RESOURCES
Providing wellness resources at no out-of-pocket cost, creates incentivized participation, which improves overall health and wellness of the employee.

CARRIER DISCOUNTS WITH APPROVED BENEFITS
When the overall risk in the workplace is minimized the premium of worker's compensation insurance you pay will be lower.

#Wellness #EmployeeBenefits #WorkersCompensation #BusinessSuccess

Associate

David Allen Capital, Inc (Official)

As a Referral Agent for David Allen Capital, Inc. (DAC), I serve as a bridge connecting businesses with a myriad of financial solutions tailored to their unique needs. 

It is our goal to serve business owners of all sizes. Of course, each funding provider we have has
their own funding programs and requirements. Not all businesses can get approved at all the
providers - based on their size, time in business, industry type, etc.

In order to simplify the process, we have partnered with BankBreezy who has developed a
simple and 100% online process for any size business to apply.  

Based on 4 simple questions, BankBreezy seamlessly transitions the client into the correct funding application for completion.

   - Business Capital: Facilitating access to capital up to $2 million, ensuring businesses have the funds they need to grow and thrive.

   - Instant Funding: Helping businesses secure immediate funds, with offers ranging from $400 to $10,000.

   - Equipment Financing: Assisting businesses in acquiring new or used equipment with financing options from $20k-$200k.

   - Business Lines of Credit: Offering revolving lines of credit ranging from $5,000 to $100,000, ensuring businesses have funds at their disposal whenever required.

   - Employee Retention Tax Credits (ERC):Assisting businesses in availing tax credits up to $26,000 per W2 employee.

   - Payment Processing: Introducing businesses to DAC's innovative payment processing solutions, including the Cash Discount Processing that can eliminate up to 95% of processing fees.

   - DAC Healthcare: Advising on flexible and affordable healthcare alternatives for both individuals and employers.

 My role extends beyond a single transaction. I aim to cultivate lasting relationships with businesses, ensuring they have a trusted advisor for all their future financial needs.

Independent Referral Agent

National Business Capital

As an independent referral agent for National Business Capital, I have the opportunity to make a real impact helping small business owners access the financing they need to grow when conventional bank financing is unavailable

My role is to connect with entrepreneurs, and SMBs,  understand their unique situation, educate them on smart capital solutions, and then refer them.  We have  alternative funding options like SBA loans, lines of credit, and revenue-based financing. I find this work extremely rewarding because I get to play a part in the success story of the SMB community with services other than just marketing.

Through consultative conversations, I identify business owners who could benefit from NBC's wide range of products. I learn about their business goals, cash flow needs, and growth plans to determine if NBC is the right fit. I prepare detailed referral memos outlining why I believe they are a strong candidate for financing. My goal is to enable their dreams by securing affordable, flexible capital to take their business to the next level.

My success comes from networking, asking for referrals, building relationships with centers of influence, and creating educational content.

Referral Partner

ROK Financial

As a ROK Financial Referral Agent I establish relationships with small business owners seeking alternative  financing. Our process is streamlined with revolutionary technology and has an educated team of experts.

ROK Financial is partnered with BNB Bank which allows ROK Financial to offer direct checking and savings to Cannabis businesses through BNB Bank. BNB Bank has a board approved Cannabis Banking Policy that is strictly adhered to. There is an established compliance monitoring program providing seed to sale regulatory support to ensure that all parties are in compliance.”

Term Loan: Ideal for businesses looking to make significant investments such as expansion projects or large purchases. ROK Financial offers term loans ranging from $25,000 to $2 million with terms spanning from 6 months to 10 years. The funding process is swift, with businesses potentially receiving funds in as little as 1-3 days.

Line of Credit: Perfect for businesses that need to manage cash flow, purchase inventory, or cover unexpected expenses. With line amounts ranging from $10,000 to $1 million and terms from 6 months to 10 years, businesses can access cash when they need it the most.

Equipment Financing: For businesses that require funds for expansion projects or significant purchases, equipment financing is an excellent option. Loan amounts vary from $10,000 to $5 million with terms between 1-5 years. The funding can be secured in 2-5 days.

Why ROK Financial?

Simple Application Process: The application process is straightforward and quick. Importantly, inquiring does not impact your credit score.

Dedicated Business Financing Advisor: Every business is paired with a dedicated advisor to discuss financing options at no cost. This personalized approach ensures that businesses get the best terms and rates suited.

Swift Funding: ROK Financial prides itself on its efficiency, with typical funding secured within 24 hours.

https://www.banks.com/reviews/rok-financial-business-loans/

Virtual MQ

In this role I provided consultative services to the CEO and Co-Founder for the launch strategy.

The platform sources, vets, connects, and manages the world's best remote talent in fields such as IT design and development, data science, finance, digital marketing, and more, enabling clients to scale their operations on demand. 

The company aims to build a community-driven talent marketplace that promotes remote work in an extremely flexible engagement model that allows clients to access skilled talent under the "Resource on Subscription" model. This ensures a quick turnaround and guaranteed success for all clients. 

Virtual MQ may emerge as the world's most trusted marketplace to find skilled resources, and Market Quotient is proud to state that it is "Made In India."  The actual talent pool is global and the platform focuses on providing access to high-quality talent for international clients highlighting its position as a leader in the global market for skilled labor. 

The launch of Virtual MQ on March 20, 2023 reflects Market Quotient's ongoing commitment to providing innovative solutions that help clients achieve their business goals. With its deep expertise in the consulting industry and its focus on delivering exceptional results, Market Quotient is well-positioned to support clients in leveraging the power of remote work and on-demand access to skilled talent.

https://www.issuewire.com/market-quotient-launches-virtual-mq-a-platform-to-promote-remote-work-for-skilled-experts-1760956328240506

https://www.prlog.org/12956116-virtual-mq-revolutionary-platform-for-skilled-remote-workforce.html

Advisory Board Member

Equitable Advisors

Worked closely with the Regional VP mentored to achieve Health And Accident and Life Insurance Producer Licenses,  Security Industry Essentials (SIE) and Series 7 licenses required for the role of Associate Advisor.

Provided support to other team members advisors through weekly sales role-playing scenarios,  and financial planning group evaluation sessions.

Created a prospect list of 2,000 prospects from sources such as Zoom Info, and DataAxle for engaging business owners to have conversations about retirement and exit strategies.

Developed personal contacts by scheduling presentations with community leaders and business owners, and individuals, at various municipalities, local chambers of commerce, social organizations, and individual business throughout Bergen County.

Scheduled compliance approved presentations with qualified prospects for various investment insurance and retirement planning products based on suitability factors such as client needs, time horizon, risk profile and personal affinities.

Denbeaux & Denbeaux

* Using an automated intelligent marketing platform we created 200 new business leads during the pandemic.
* Personalized lead magnets were delivered to segmented audiences based on practice areas.
* Sales were created through a system of email lead nurturing to create booked Zoom calls.
* Booked meetings were converted to a sales pipeline.
* Marketing is now self-sustaining using only organic traffic and continued SEO.

Marketing Automation Development Consultant

Analytics Intell

Analytics Intell is a strategic data analytics consulting firm that helps businesses find opportunities to increase performance factors – such as revenue growth, cost savings, productivity and efficiencies in marketing, operations, and sales. 

We create software solutions and customized technology applications to turn data into actionable information for industries such as banking, healthcare, and integrated resorts. 

As the Marketing Strategist, I help to create content that connects with the businesses looking to leverage their data into more actionable insights. 

What makes me unique in this position is that I am able to create customer facing stories ranging from video scripts to 1,000-word essays on technical topics such as business intelligence, marketing, law, and healthcare, drawing upon my background music, media, advertising, podcasting, journalism and documentary film.

Content Writer and Creator

Focused on integrated media campaign development that will increase service capabilities to consumers who need various legal services including :  consumer financial protections, debtors legal rights, family law and employment law.

Collaborated with press relations freelance to get op-ed pieces placed with publications such as: The Hill, The Intercept, VICE, The Record.

Coordinated live radio call in shows with NJ 105.9 FM to answer listeners questions related to legal questions related to mortgages and consumer protection rights. 

Created and published weekly podcast about foreclosure process for NJ homeowners.

Published daily content on Facebook, Twitter. and responded to comments and direct messages.

Produced, and edited video of partner and associate for YouTube.

Community liaison for booking speaking engagements for foreclosure prevention.

Chief Marketing Officer

Business and Marketing Consultant | Specializing in AI to Impact KPIs

As a seasoned Business Consultant and Fractional CMO at Managed Business Services, I specialize in steering businesses towards growth and efficiency through AI-enabled marketing and media strategies. With my experience spanning over 25 years in marketing, sales, and business development, I've navigated diverse terrains from media sales and marketing to digital and financial services.

I provide access to business services including: marketing, alternative financing and loans, and expense reduction and tax savings initiatives such as:

- Wellness Integrated Medical Plan Expenses Reimbursement (WIMPER) program
- Participatory Wellness program
- Workers Compensation Premium reduction
- FICA tax savings
- Executive Bonus Plans ( Section 162 Bonus Plans). 

In the realm of marketing, I am not just an executor but a strategist, harnessing the power of marketing automation, SEO, Google Ads, and dynamic content creation. My approach is to tailor strategies that are not only innovative but also highly effective. I take pride in functioning as a critical bridge for businesses, connecting them with vital resources like funding, tax planning, and expense reduction solutions, all without the burden of upfront fees. My core mission is an commitment to empowering business owners, helping them to not just meet but exceed their ambitious goals and optimize performance at every level.

The integration of Artificial Intelligence (AI) into business operations has become more of a necessity than a choice. Recognizing this, I've taken proactive steps to demystify AI for business leaders in my network, many of whom are keen yet uncertain about harnessing AI's potential in their operations.

To bridge this knowledge gap, I've aligned with Simple(AI), a forward-thinking company renowned for making AI accessible and actionable for businesses. Our collaboration is centered on deploying Simple(AI)'s proven AI Blueprint, a framework that has already empowered hundreds of business owners with essential AI skills. The results speak for themselves: staggering reductions in IT costs, accelerated market entry times, and enhanced operational efficiency.

My role transcends consultation; I offer a strategic blueprint to seamlessly integrate AI into your business's annual strategy, quarterly execution plans, monthly reviews, weekly problem-solving sessions, and daily operational huddles. This holistic approach ensures that AI is not just a one-off project but an integral part of your business’s DNA, driving continuous innovation and growth.

The main issue for me this week, after talking to a number of college students and recent graduates, is that they are not happy about the push to bring AI into the world. 

They are terrified.

The concern is that the business community is changing the world and has never considered that people aren't adequately prepared to use AI to its full potential.

This Forbes article seemed very serious to me because, at the rate we're going, we won't fully monetize the investment. 

https://lnkd.in/eCaFxK73

I did some further research, and if you're interested, it's in the AI Journal. https://lnkd.in/ebBeAPvX

#Aiatwork #aifluency

Matthew Maginley

aijourn.com

The Missing Link in America’s AI Bet

President | Marketing Strategist & AI Training Partner | AI Foundational Training for CMOs, CIOs, HR/L&D, Ops | Achieve 300% ROI Through Certified AI Literacy & Media Execution | Pilot→Policy→P&L in 8 weeks

Today in Tech, host Keith Shaw is joined by Yvette Brown, co-founder of XPromos Marketing Mastery and a leading voice in generative AI education.

It's a dive deep into the growing disconnect between AI adoption and employee readiness — with new research revealing that many AI projects are failing because upskilling efforts are falling short.

Yvette breaks down:
1. Why relying on a “Debbie the AI gal” approach won't scale.
2. How AI “work slop” is flooding organizations with low-quality content.
3. What causes the “garbage in, garbage out” problem.
4. Why iteration, specificity, and context are critical when prompting.
5. The surprising power of tools like deep research and agentic AI pilots.

They also explore practical AI fluency tips for marketers, managers, and knowledge workers, plus discuss whether the holiday shopping season could be a breakthrough moment for consumer-facing AI agents.

Don’t miss this episode if you care about:

a) Upskilling your team for AI success.
b) Avoiding common prompt engineering mistakes.
c) Using AI as a true collaborator — not just a shortcut.
d) Navigating the rise of agentic AI safely.

Watch now and take on Yvette’s AI homework challenge: Ask an AI to analyze your job and help you work smarter.

https://lnkd.in/ezFm788j

#aiforwork

Content Creator in all forms (text, audio, video, fourth-dimension time traveler). Dad. Geek.

Leading AI Fluency | Certified Gen AI Trainer | AI Prompt Engineer on Evolving LLMs | Marketing Domain Expert | Co-Founder @XPROMOS | Helping Business Teams 3x Output with AI

XPromos Marketing Mastery

Hegseth Introduces Department to New AI Tool
Dec. 9, 2025 | By C. Todd Lopez
Yesterday, several employees in the Pentagon got a pop-up on their computer inviting them to make use of a new artificial intelligence tool developed for the War Department. Some were skeptical, wondering if the invitation was part of a cybersecurity test. 

But by this morning, those concerns were gone — posters around the Pentagon and an email from Secretary of War Pete Hegseth assured everyone that the new tool is not only legit, but that he wants everybody to start using it. 

"I am pleased to introduce GenAI.mil, a secure generative AI platform for every member of the Department of War," Hegseth wrote in the email. "It is live today and available on the desktops of all military personnel, civilians and contractors. With this launch we are taking a giant step toward mass AI adoption across the department. This tool marks the beginning of a new era where every member of our workforce can be more efficient and impactful." 


Visitors to the site will find that what's available now is a specialized version of the Google AI tool Gemini, Gemini for Government. This version is approved to handle controlled unclassified information. A green banner at the top of the page reminds users of what can and can't be shared on the site. 


In addition to Gemini for Government, the site indicates that other American-made frontier AI capabilities will be available soon. 


"There is no prize for second place in the global race for AI dominance," said Emil Michael, undersecretary of war for research and engineering.

"We are moving rapidly to deploy powerful AI capabilities like Gemini for Government directly to our workforce. AI is America's next manifest destiny, and we're ensuring that we dominate this new frontier." 

When GenAI was asked, "How will you help the Department of War achieve its mission," through a user prompt, it replied with a list of capabilities, including, among other things, creating and refining documents, analyzing information, processing and analyzing satellite images, and even auditing computer code for security purposes.

"I can support the DOW's mission by providing a range of capabilities designed for a secure, high-impact environment," the GenAI replied. "I am ready to support your mission requirements." 

The AI itself reminds users to double-check everything it provides to ensure accuracy. The highest authority within the War Department, Hegseth himself, provided that validation. 

"The first GenAI platform capability ... can help you write documents, ask questions, conduct deep research, format content, and unlock new possibilities across your daily workflows," he wrote. "I expect every member of the department to log in, learn it and incorporate it into your workflows immediately. AI should be in your battle rhythm every single day. It should be your teammate. By mastering this tool, we will outpace our adversaries."

The latest State of Enterprise AI 2025 report reveals the gap is about organizational readiness. 

https://lnkd.in/eF4bYC6B

75% of workers report completing tasks they previously couldn't (coding, data analysis, technical troubleshooting), but only when they're trained to use AI's full capabilities.

Why AI training surfaces AI readiness:
When you roll out AI training, you quickly discover these 4 things:

1) Which teams embrace depth of use vs. superficial adoption.
2) Whether your data infrastructure can support context-aware AI workflows.
3) If your organizational culture supports experimentation and workflow standardization.
4) Where knowledge gaps prevent employees from moving beyond basic queries

The most telling statistic: users engaging across 7+ distinct AI task types report 5x more time saved than those using only 4 tasks. Training reveals whether your organization has the change-management capabilities, data-readiness, and executive sponsorship to operationalize AI at scale.

The reality check:

Among active enterprise users, 19% have never used data analysis features, 14% never used reasoning capabilities. The constraint isn't model performance—it's organizational readiness to deploy AI systematically.

Companies saving 40-60 minutes per employee per day and achieving measurable ROI (Intercom: 53% call resolution, Lowe's: 2x conversion rates, Indeed: 20% more applications) all share one trait: they invested in deep integration and training before expecting returns.

The bottom line:
AI training isn't a nice-to-have onboarding step. It's your earliest diagnostic tool for enterprise AI readiness. How your teams respond to training will tell you more about your AI trajectory than any capability assessment.

The question isn't whether your organization has AI tools. It's whether you're building the systems, skills, and operating models required to capture the value.

cdn.openai.com

Web Link

"If you're worried about immigration taking jobs, you should be way more concerned about AI because it's like a flood of millions of new digital immigrants that are Nobel Prize-level capable, work at superhuman speed, and will work for less than minimum wage."  - Tristan Harris

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