July 29, 2016
This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group. 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”.
Anthony’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 to a podcast of Anthony Lombardi’s interview!
Little known fact, Anthony is also a Champion Demolition Derby driver
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July 25, 2012Our talk show guest Sunday, July 29th was Tara Michener, Vice-President of Development and Community Relations for the charity Junior Achievement. Tara, Richard and Joe discussed the organization’s mission to teach students smart money skills using a popular program called Biz Town for 5th graders, developed to reduce the drop out rate among students by ... Read more
July 18, 2012Gene Locklear played professional baseball from 1969 until 1977. He started in the farm league for the Cincinnati Reds, and later played in the Major Leagues for the Reds, San Diego Padres, and New York Yankees. Locklear is from North Carolina, and he is a full-bodied Lumbee Indian. After Locklear’s professional baseball career, he transitioned into ... Read more
July 11, 2012Former investment banker at Morgan Stanley, Frank Partnoy, and author of F.I.A.S.C.O, Infectious Greed, The Match King, and most recently WAIT:The Art and Science of Delay, was our guest on July 15th. Frank is currently a practicing corporate lawyer and leading world expert on market regulations. He is also a frequent commentator for The Financial ... Read more
July 10, 2012Ted Geisel had a favorite booth at the La Valencia Hotel, and his wife Audrey, closest friends and family gathered together on Sunday July 8th, 2012 to dedicate a plaque to the beloved man whose pen name was Dr. Seuss. The idea of a plaque was the brainchild of Richard’s co-host Joe Vecchio, and the ... Read more
July 5, 2012Legendary sportscasters Dick Enberg joined our radio program on July 8th, 2012. Enberg continues a long career in calling sports events on NBC, CBS, and ESPN. He is particularly well-known for his 28 year long stint at Wimbledon, but he has done sports commentary on many sports including basketball, baseball, boxing, horse racing events, golf, ... Read more
Learn About Government Bond Debt: UBS Bonds and Securities Expert Thomas McLoughlin Talks on Internet Radio
June 27, 2012Tom McLoughlin is Head of Municipal Research, leading research and strategy efforts within the municipal bond market. He currently serves as a member of the Wealth Management Research Management Committee. Prior to joining UBS, Tom spent more than 25 years in the public finance field, most recently as CEO of National Public Finance Guarantee Corporation. Prior ... Read more
San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header
June 23, 2012On Sunday June 24th, Richard and Joe welcomed Dan Yates, Steven Sefton, and Sean Puckett of Regents Bank to their financial radio talk show. Regents Bank is the newest sponsor of It’s Your Money, Not Theirs. Dan Yates is a native San Diegan and a graduate of SDSU. He has been in banking for 32 ... Read more
June 20, 2012Sunday night, June 24th, It’s Your Money, Not Theirs hosted a double-header. Alice Hill joined the show. Ms. Hill was a talented athlete herself, but she made history when she was the Director of Women’s Athletics at Colorado State University. From her website, She was the first Director of Women’s Athletics in the first year women ... Read more
June 18, 2012The co-founder of the Move Your Feet Before You Eat Foundation, Kathy Kinane wrote an editorial for the San Diego Union Tribune that ran in the opinion section. As 50-year-old women, my friends and I are keenly aware of those who came before us, and the people – both women and men – who voted ... Read more