• Laurie Black, Former Port Commissioner, Civic and Political Activist

    June 24, 2016

    laurie-blackThis 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 of the political and business landscape in San Diego for over thirty years. Half of her career has been spent working for local, state and federal candidates for elective office. From 1986 to 1991 she operated her first business, which included political fundraising, issue development, press relations and implementation of campaign strategies.

    Ms. Black served as Chief of Staff for Congresswoman Lynn Schenk wherein she managed the budget and staff and assisted in developing the Congress member’s legislative and political agenda. She served as a Commissioner of the San Diego Port District from 2007-2009. Laurie was most recently a Board member at Centre City Development Corporation now called Civic San Diego from 2010 to 2012.

    Ms. Black is well known for her advocacy on solving mental illness as well as melanoma and has presented her ideas on mitigating homelessness at the International Downtown Association’s Annual Conference and other national and international conferences. She is also recognized nationally for her passion and expertise in patient advocacy, specifically those with Melanoma needing help to determine their healthcare, treatment possibilities and opportunities.

    Ms. Black is a graduate of the CORO Summer Program and LEAD San Diego. She holds a Bachelor of Arts degree in Political Science with a minor in Women’s Studies from San Diego State University. Ms. Black was married to the late Robert Lawrence for 31 years, a local real estate developer, whom she assisted on numerous business issues affecting his industry. Laurie has four adult children and presently lives in the Banker’s Hill neighborhood of San Diego.

    Ms. Black was married to the late Robert Lawrence for 31 years, a local real estate developer, whom she assisted on numerous business issues affecting his industry. Laurie has four adult children and presently lives in the Banker’s Hill neighborhood of San Diego.

    Listen to a podcast of Laurie Black’s interview!

  • Advanced Practice Advisors

    November 6, 2011
    Richard and Joe are joined in studio by Paul Spitzer, founding partener of Advanced Practice Advisors. LISTEN TO PODCAST Listen to a podcast of Paul Spitzer’s interview! Read more
  • “The Chickens Have Come Home to Roost” – By William S. Lerach

    November 4, 2011
    COMMENT BY RICH MUSCIO: “Bill Lerach, ‘king’ of the class action lawsuit, wrote this article in 2002, which not only serves as a fascinating historical perspective, it also portends the financial events of 2008-present.” Text of Article: The Chickens Have Come Home to Roost How Wall Street, the Big Accounting Firms and Corporate Interests Chloroformed Congress and ... Read more
  • Mapping the Family Office Advisor Ecosystem

    November 3, 2011
    Every family enterprise is supported by a network of friends and financial advisors who influence the family’s financial decisions. The goals of the family should determine the advisors who are active in the ecosystem. Read more
  • The Evolution of the Family Office

    November 3, 2011
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  • What is Family Governace?

    October 30, 2011
    FAMILY GOVERNANCE is how High-Net Worth Families (“HNWF”) and Family Offices (“FO”) converse, communicate and decide, and take collective responsibility and accountability for financial decisions regarding a Family’s wealth. What Family Governance looks like depends on what stage/generation of wealth accumulation/maintenance/transfer a Family is at. The roles of financial advisors are ever-changing in this regard as ... Read more
  • Focusing on Your Customer

    October 30, 2011
    Focus on what your customer wants, as opposed to what your customer needs. Explain the benefits of your service as opposed to the features. EXTERNALIZE content (transparency). When preparing a quote, price needs separately from wants. Offer a 100% customer satisfaction money-back guarantee. When telling your story, be specific, don’t settle for generalities. Include context, history, and intent. Be careful ... Read more
  • Moving Beyond Networking to Connecting, Collaboration and Transcendence

    October 30, 2011
    The concept of “command and control” is dead. It has been replaced by “connect and collaborate.” Your best currency in business is your relationships. Your knowledge is a distant second. Listen, respond, and express gratitude. Think of it as a loop; initiate communication; make connections. Make sure to close the loop and serve as the ... Read more
  • Networking, Connecting and Transcending Tips

    October 30, 2011
    A Professional’s Guide to Collaboration (and how we use it in the Family Office World) The marketplace is driven by the consumer. The days are gone when the client goes to a professional for his vast technical expertise. Therefore, effective marketing is focused on the consumer, not the service provider. What are major preconceived stereotypes about your ... Read more
  • 9 Attributes of a Great Family Office Concierge

    October 30, 2011
    Vast knowledge (broad not technical) Vast network of resources (not insular) Able to translate “technical speak” Likes and promotes (orderly) change Focuses on governance (success of which is reflected in family behavior) Ask questions and listens (versus answers questions and talks) Functions as communications hub for all complimentary resource providers Facilitates objective clearance and oversight of all recommendations collaboratively and openly (but ... Read more
  • Family Governace and What High-Net Worth Families Really Want From Their Advisors

    October 30, 2011
    There are three themes that consistently challenge high-net-worth families and the people that advise them. The challenges arise from the evolution of the family’s wealth and the governance of that wealth such as growth, liquidity events, succession, inheritance, in trust, legacy, etc. Advisors must evolve with the family through these wealth stages, or they are ... Read more