Tag: Customer Service
Balancing Tradition and Innovation in a Family Business with Trent Lundquist (Ep. 12)

Balancing Tradition and Innovation in a Family Business with Trent Lundquist (Ep. 12)

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What keeps a family business thriving for over 80 years? 

It’s a blend of tradition, resilience, and a willingness to evolve.

This week on The Wealth Dock Podcast, Mike Heckman welcomes Trent Lundquist, third-generation owner of Lundquist Furniture in Scottville, Michigan. From assembling Harley Davidson parts to steering his family’s business, Trent shares how he’s modernizing a legacy built in 1940 while staying true to its community-first roots.

Join in as Trent explores the art of balancing old and new—competing with e-commerce giants, embracing changing customer trends, and keeping a small-town business at the heart of the community.

Key Highlights:

  • Legacy in Action: Discover the origins of Lundquist Furniture, from its humble beginnings as a barter business to a trusted name in home furnishings
  • Leadership Journey: Hear how Trent worked his way through sales and management to lead the family business, blending lessons from past generations with his own vision
  • Competing with E-Commerce Giants: Learn how personalized service, hands-on quality control, and trend-savvy designs help Lundquist Furniture thrive in a digital world
  • Challenges of Modernization: Explore the balancing act of updating a historic business without losing its heart
  • Community Commitment: See why Trent believes strong local ties are the foundation of long-term success
  • And much more!

Resources:

Connect with Mike Heckman: 

Connect with Trent Lundquist: 

About Our Guest:

Trent Lundquist is the third-generation owner of Lundquist Furniture in Scottville, Michigan. Passionate about preserving his family’s legacy, Trent has modernized the business to meet changing consumer expectations while staying true to its values. Outside the store, Trent enjoys connecting with the local community and spending time with his family.

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Get To Know The Team At Sable Point Wealth Management with Kimberly Stark and Alex Norath (Ep. 4)

Get To Know The Team At Sable Point Wealth Management with Kimberly Stark and Alex Norath (Ep. 4)

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There are many dials that make the Sable Point Wealth Management clock go round, and Kimberly Stark and Alex Norath are two of those dials!

In this episode, Mike Heckman is joined by Kim and Alex to explore the unique dynamic they have created at Sable Point while revealing everything you need to know about the firm’s two-team approach. 

Everybody has a unique origin story of why they have the role they do, and that’s exactly what Mike, Kim, and Alex talk about!

They discuss: 

  • Kim’s experience working at a cable company and how her customer experience has shaped her into the professional she is today
  • Their favorite part about working with Sable Point’s clients — and what sets the company apart from their past roles and employers
  • Alex’s experience as a Sable Point team member — and how he leverages his role virtually
  • Their roles at the company and what they have learned from each
  • Sable Point’s ‘Hierarchy of Needs’ and how they use it as a guide to help and support clients 
  • And more!

Resources:

Connect with Alex Norath:

Connect with Kimberly Stark:

Connect with Mike Heckman: 

About Alex Norath:

Alex loves building relationships with his clients and helping them with one of the most important aspects of their lives. 

Alex has his Series 66 Securities License. His education includes a Bachelor’s degree from Westminster College in Fulton, Missouri. In 2012, he got a degree in Elementary Education. In a few years, he realized he had a passion for finance and returned to school to get his MBA, which he earned from Lindenwood University in St. Charles, Missouri, in 2016.

About Kimberly Stark:

Kim joined Sable Point Wealth Management in February 2020.  She has been an investor for most of her life and has over thirty years of experience in the banking and communication services industry.  At Sable Point, Kim personifies a culture of service first, with an aptitude for technological and financial tools.  She strives to consistently exceed expectations in financial service delivery.

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