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GREENCREST | Ignite Your Business® Podcast- 122 – Traci Born, senior financial advisor, Raymond James – Keeping the Financial Well-Being of Your Business Healthy

April 5th, 2023

Columbus, OH (April 4, 2023) — Recent bank failures, diversification of cash revenue, and financial responsibilities for employers are just some of the topics Traci Born, who oversees portfolio management of business owners and high-net worth clients for Raymond James, covers in her informative conversation with Kelly Borth, CEO and chief strategy officer of GREENCREST, in the 122 nd Ignite Your Business ® Podcast , airing April 4, 2023. In this episode, Born, Senior Financial Advisor at Raymond James and leader of Born Investment Group, analyzes how businesses can be financially savvy. She shares her thoughts on the financial turmoil surrounding recent bank closures in the US.

Born discusses the financial value a business has to its owner—saying it “is often their greatest value next to their personal home.” She gives business owners tips on how to protect their companies, their employees, and their future as well as how to plan an exit.

The Ignite Your Business ® Podcast is a resource for business owners, entrepreneurs, CEOs, and other industry leaders looking for a way to exchange ideas and learn from other highly respected business professionals in a variety of industries.

Highlights of the most recent episodes of the Ignite Your Business ® Podcast include:

  • Episode 121: Lessons from the Pandemic Era Business, Establishing Trust. GREENCREST CEO and Chief Strategy Officer, Kelly Borth, shares the importance of building trust with customers and employees is crucial following the pandemic.
  • Episode 120: Futurist, David Staley, returns to discuss with GREENCREST CEO and Chief Strategy Officer, Kelly Borth, what Central Ohio business owners should know about Intel, inflation, and the hiring crisis.
  • Episode 119: Lessons from the Pandemic Era Business Owners Should Learn for Resilience in the 2020s. For business owners, the pandemic triggered a new wave of obstacles, from supply chain issues to the threat of a recession. GREENCREST CEO and Chief Strategy Officer, Kelly Borth, explains why investing in resilience for your business is crucial to standing the test of time.

Traci Born, Leader, Born Investment Group at Raymond James Financial Services

About Traci Born
Traci Born is the leader of the Born Investment Group at Raymond James Financial Services, where she oversees portfolio management of business owners and high-net worth clients in central Ohio. Before joining Raymond James, Traci worked for The Huntington Investment Group as a Team Leader and Financial Advisor. She has numerous accolades and designations including the Raymond James Woman of Distinction Award in 2020 and has won the Raymond James Executive Council award every year since 2013. Born received her undergraduate degree and MBA at Capital University and is a Certified Exit
Planning Advisor. Her involvement in the community and charitable organizations is a priority; she has been a guest speaker at local associations and public events and provides educational seminars on various topics including long-term care, investment, and estate planning techniques.

Inspired in 1990, GREENCREST — a full-service marketing, advertising, public relations, digital and social media agency — specializes in brilliantly executed communications programs that follow the GREENCREST philosophy of brand. plan. ignite your business ® . GREENCREST is a Google Partner Agency and the only brand-certified agency in central Ohio. At GREENCREST, we turn market players into industry leaders ® . For more information, visit