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Curated Collection Of The Best Interviews From Our Sandy Springs Studio

Mike Wien: Your Specific Edge, Daniel Bowers: Executive Director French American Chamber Of Commerce, And Author Danny Kofke: A Simple Book Of Financial Wisdom

Mike Wien, founder and senior consultant at Wien & Associates, helps clients grow more consistently and profitably by applying nearly three decades of senior level marketing and sales expertise to their operations. Wien & Associates clients benefit from both time-tested instincts and the predictive power of a 50-point marketing diagnostic tool. Success is delivered in the form of stronger implementation and more predictable sales growth.

Wien’s own track record has been notable for this type of value delivery.
As a senior marketing executive, he has developed marketing programs that increase sales and market share for such major organizations as:

Deloitte & Touche
Cole Taylor Bank
Omni Hotels
PepsiCo (Frito-Lay and Pepsi-Cola Bottling Group)

Wien’s most recent role was national director of marketing for Deloitte & Touche, the global audit, accounting and consulting firm. In that position, he drove the e-Business marketing initiative, along with the national industry marketing program, new service development and marketing human capital services.

Mike has a bachelor’s degree in marketing from Colorado State University and an MBA from Northwestern University.


Daniel Bowers has served as the Executive Director of the French American Chamber of Commerce – Atlanta, sinceOctober 2010. Daniel received his undergraduate degrees in Finance and French from Rockhurst College in KansasCity, Missouri, and his Masters in Business Administration from Thunderbird – The American Graduate School ofInternational Management in Glendale, Arizona.

Prior to joining the French American Chamber of Commerce –Atlanta, Daniel worked as an investment banker, specializing in middle market mergers and acquisitions and most recently owned his own fine-dining restaurant in Winston Salem, North Carolina. In addition to his training in business administration and finance, Daniel has earned the Grand Diplome de Patisserie from the Cordon Bleu in Paris, France.

As the Executive Director of the French American Chamber of Commerce – Atlanta, Daniel is responsible for promoting and enhancing business opportunities for companies with operations in the Southeastern United States who have business interests in France or are simply interested in French culture and language. The FACC-Atlanta represents some 80 corporations, from major international companies like Delta Airlines and InterContinental Hotels to small, privately held companies. The Executive Director of the FACC-Atlanta is tasked with providing a platform for these companies to interact and create valuable business contacts. This is achieved primarily through hosting or promoting functions or events, educational, social or otherwise.


Danny Kofke is currently a special teacher in Georgia. He is also the author of two books – “How ToSurvive (and perhaps thrive) On A Teacher’s Salary” and “A Simple Book of Financial Wisdom: Teach Yourself (and Your Kids) How to Live Wealthy with Little Money.”

Danny has appeared on numerous television shows including Fox & Friends,CNN’s Newsroom, The 700 Club, CNN’s Your Bottom Line, Fox Business Network’s Follow The Money, ABC News Now, FOX Business Network’s Varney & Company, HLN’sThe Clark Howard Show and MSNBC Live. He has also been interviewed on over 200 radio shows and featured in publications such as USA Today,,PARADE, Instructor Magazine, CBS,, The WallStreet Journal, The Atlanta Journal Constitution,, Yahoo Finance,USA Weekend, Woman’s Day, Consumer’s Digest,, Bottom Line Personal, YourFamily Today and The Huffington Post.

Danny wants to show others if this 35 year-old school teacher can gain financial wisdom, then they can too. I am living proof that a family can live wealthy on little money.

Andrew Sullivan And Josh Schlieman Talk About Wealth Management, Dale Sizemore Makes Film And TV Permitting Easy, Proforma’s Joe Noonan Describes Trends In Promotional Marketing, And Dan McDade Tells Us The Truth About Leads

Sullivan & Schlieman Wealth Management LLC is the No. 1 LPL Financial firm in Georgia and among the top 1 percent in the nation.* The firm’s co-founders, Andrew Sullivan and Josh Schlieman, and their team have a combined 50 years of experience in the financial industry. Services include wealth management, estate and tax planning and risk management.

Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and senior vice president at SunTrust Investment Services for nearly 20 years. While at SunTrust, he was consistently recognized as a top bank representative in the United States by Bank Investment Marketing Magazine. He has been in the financial services industry since 1989.

Josh has been involved in financial planning and investment services his entire career. Before forming Sullivan & Schlieman, he was assistant vice president at SunTrust Investment Services, where he worked in partnership with Andrew, from 2003-2008.

Both co-founders pride themselves on constructing well-designed and efficient portfolios to address clients’ needs and reallocating those portfolios, as appropriate, due to significant changes in the market and/or changes to a client’s personal situation.

* Based on year-to-date revenue as of 6/30/11


Dale Sizemore has had a long career in high technology, selling and deploying “first to market” applications and projects. The common denominator has been “getting information from multiple places and in the form they need into the hands of people so they can make timely, important business decisions”.

Dale discovered his 30+ years in high technology sales, marketing and executive leadership was about to open the door for a new chapter in his life!

After his last employer was acquired, Dale took the entrepreneurial route and had his “AHA” moment December 8, 2010 while reading an article about how challenging it was for communities to facilitate filming and TV production in their communities. After a deep dive into the issue, Dale said “I can fix this problem” and FLIPSFilm was born!


Proforma: One Source Connecting You to Your Audience…

Making the right connections is important to your business. Partner with Proforma and ensure that you are making a good connection with your audience every time. Trust our extensive industry experience to effectively promote your company’s brand through:

… With Infinite Resources to Maximize Impact

With 30+ years of experience, Proforma can help maximize the impact of your marketing promotions and customer communications. Our network of experts offers more than1,000,000 custom products and services to help promote your brand. Proforma’s proven* customer satisfaction record and industry recognition testify to our ability to position customers at the top of their industries.

Connect with Proforma, the One Source with Infinite Resources, and achieve unlimited levels of success.

* Based on a 2007 independent study.


Best in class companies outperform average companies by up to five times when they apply best practices in lead generation. In Dan’s book, “The Truth About Leads”, he debunks traditional thinking andreveals truths that lead to additional, larger and more profitable wins.

Dan McDade founded PointClear in 1997 with the mission to be the first and best company providing outsourced prospect development services tocompanies with a complex sales process. Prospect development includes timely and effective response management, sales lead generation andqualification and opportunity nurturing.
Prior to starting PointClear, McDade served as president of UST, The Business Marketing Group, a fast growing high-tech business-to-business marketingservices firm.

The company grew over 500 percent during his tenure. McDade and his team provided consulting services to leading technology companiesincluding Sun Microsystems, Texas Instruments, Oracle, SAP, and many others. From 1989 to 1991, McDade was an independent consultant providing direct marketing, telemarketing, and new business development consulting services. Clients included Sears, Exxon, Rodale Press, R.J. Reynolds, and the Ritz Carlton. One of McDade’s earliest assignments was to write the business planthat helped the Ritz Carlton formalize its plan to win the Malcolm Baldridge Award.

McDade’s background also includes 10 years of experience in the direct mail catalog business. As Vice President of Marketing with Jackson & Perkins in Medford, OR., McDade ran what was at the time the 17th largest direct mail company in the country.

Dan is on the TAG Education Collaborative board of directors following two years as Chairman of the Board.


TAG 2011 Spirit Of Endeavor Finalists: Vizitech USA’s Stewart Rodeheaver, And Cardlytics’ Rod Witmond

Today we interviewed TAG 2011 Spirit Of Endeavor Finalists: Vizitech USA’s Stewart Rodeheaver, And Cardlytics’ Rod Witmond . . .

The core focus of Vizitech USA’s technology is in training/education, but also provides for several key applications for operational needs.  By experiencing subject matter in an enhanced 3D environment, trainees and operators will absorb information faster, increase their comprehension, and retain matter more effectively, thereby reducing class time and cost, and reducing operational “lag” time.

Products can be tailored and produced to address specific needs, and can be delivered either by a platform instructor and 3D image combination, by recored 3D “stand alone” lessons, or as distance learning through remote, interactive 3D holo-conferencing.


Cardlytics is the leading platform enabling advertising offers inside bank accounts. On behalf of advertisers, banks run offers in consumers’ transaction statements targeted against actual card purchases. Click:  Customers see offers in their online or mobile bank accounts and click to ‘activate them’ or ‘turn them on’Shop:  Customers shop (in-store or online) using the debit, credit or prepaid card associated with the account at participating retailers, restaurants, and service providers Enjoy:  Rewards are earned automatically and credited through the bank rewards program.