• Anthony Lombardi, Expert Trainer for Financial Advisors

    July 29, 2016

    LombardiThis week Richard and Joe welcome show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi roup. Since 1995, Mr. Lombardi has been developing and perfecting a business model whose primary focus is to assist leading CPAs and Financial Advisors to operate their practice more efficiently, deliver maximum value to their very best clients, and enjoy organic growth.

    One of Mr. Lombardi’s special and unique abilities is developing relationships and teaching “The Art of the Relationship” to CPAs and Finacial Advisors. Another unique skill of Mr. Lombardi’s is to analyze complex fact patterns that affect affluent business owners while identifying which potential set of solutions represent the “very best answer for the client”.

    bootcamp-colorAnthony’s Bootcamp, being held September 28-30th, 2016, instructs Financial Advisors how to partner with the very best CPAs and strengthen their most important client relationships. His bootcamp teaches Financial Planners how to work only with the affluent, increase their revenue per client and develop profitable and lasting relationships with CPAs. These techniques allow Financial Advisors work with only a handful of the right clients “creating more time for what is most important.” Anthony has been featured in accounting and financial publications, Think Advisor, Accounting Web, Financial Advisor Magazine and Accounting Today.

    His first book on relationships will be released later this year.

    Besides being a successful business owner, Anthony is also an accomplished athlete. Before sustaining a career ending shoulder injury, Anthony spent some time playing for the Houston Astros in their farm system. When he is not spending time with his family, Anthony enjoys surfing every chance he gets. Anthony also loves to fly planes and scuba dive and lives his life to the fullest. He is also extremely active in the community and his church, taking the time to give back whenever he can.

    Listen LIVE to our talk radio show Saturday night at 7pm on KFMB 760 AM or online here.

  • San Diego Actor Walter Murray

    July 22, 2016
    Richard and Joe welcomed Walter Murray an actor who has performed on stages in San Diego, Los Angeles, and New York. He is the co-founder of the San Diego Black Ensemble Theater and an Associate Artist with SledgeHammer Theater. Walter also has served as a board member of the Actors Alliance of San Diego. Recently he ... Read more
  • Samantha Urban, CEO of Urban Translations

    July 15, 2016
    Richard and Joe’s guest was Samantha Urban, a tech leader whose career has been varied and remarkable. Samantha was proficient in math, computers and computing at the early age of 10. Fast forward to her present-day company which has developed a significant and balanced approach to computer engineering best practices coupled with ... Read more
  • Gene Locklear and David Meltzer Preview the 2016 MLB All Star Game in San Diego

    July 8, 2016
    This week Richard and Joe welcomed Gene Locklear and David Metzler for a preview of the 2016 All Star Game in San Diego. Gene Locklear was the Official Artist for the 2016 All Star Game and created a painting depicting all of the All Stars with San Diego roots, including Ted Williams and Tony Gwynn. Gene ... Read more
  • UBS Analyst, David Lefkowitz and USD Economist, Alan Gin on the Impact of Brexit

    June 29, 2016
    This week Richard and Joe addressed and discussed the tumultuous financial times with the exit of Britain from the European Union (Brexit). Their guests were David Lefkowitz, Senior Equity Strategist in CIO Wealth Management Research at USB Financial Services and Alan Gin, Associate Professor of Economics at the University of San Diego. They discussed Brexit ... Read more
  • Laurie Black, Former Port Commissioner, Civic and Political Activist

    June 24, 2016
    This week, Richard and Joe welcomed Laurie Black, president and CEO of LJ Black Consulting and president of RS Lawrence Development. She is a past president of the Downtown San Diego Partnership and former San Diego Port Commissioner and is well known as a keen, prolific producer of innovative ideas. Ms. Black has been a part ... Read more
  • Doreen Mattingly and her tribute to Midge Costanza, “A Feminist In The White House”

    June 17, 2016
    This week Richard and Joe welcomed Professor and author, Dr. Doreen Mattingly. Dr. Mattingly is an Associate Professor of Women’s Studies at San Diego State University (SDSU). In her 21 years at SDSU she has taught a total of sixteen different courses, including her popular classes on women and politics, women’s movements and activism, and ... Read more
  • Dick Van Dyke at the San Diego Aging Summit

    June 16, 2016
    Joe had the pleasure of visiting Dick Van Dyke at the 2016 San Diego Aging summit held at the Town and Country Convention Center on June 15th. Dick was the keynote speaker and was also signing copies of his book “Keep Moving: And Other Tips and Truths About Aging.” In “Keep Moving,” Dick Van Dyke ... Read more
  • 7th Annual Berry Good Night

    June 10, 2016
    “Its Your Money and Your Life” broadcasted live from the 7th annual Berry Good Night event in La Jolla, hosted by Bill & Michelle Lerach and sponsored by The Berry Good Food Foundation and Specialty Produce. Berry Good Night celebrates local growers, ranchers, and producers, along with championing the ideology of sustainable food. It unites kindred ... Read more
  • Prostate Cancer awareness with Lyle LaRosh and Ron Blair

    June 3, 2016
    This week Richard and Joe welcomed Lyle La Rosh and Ronald Blair to discuss the Informed Prostate Cancer Support Group (IPCSG). IPCSG was started by 12 cancer survivors with no connection to doctors, hospitals, or clinics. It was their belief that they needed a forum where all ideas of prevention and treatment could be shared and ... Read more
  • San Diego City Office Candidates Gil Cabrera and Barbara Bry

    May 27, 2016
    This week Richard and Joe welcomed two candidates running for San Diego City offices in the June 7th primary, Gil Cabrera and Barbara Bry. Gil Cabrera is running for San Diego City Attorney and Barbara Bry is running for a City Council seat in the highly contested District 1 Gil Cabrera Gil Cabrera has been an ... Read more