• Lizzie Wittig from Susan G. Komen-San Diego and the 20th Annual Race for the Cure

    October 7, 2016

    SGK_LOGO_JPGThis week Richard and Joe welcomed Elizabeth (Lizzie) Wittig, Director of Grants and Public Policy of the Susan G. Komen foundation in San Diego County. They discussed the upcoming 20th Annual Race for the Cure for Sunday, Nov. 6, 2016, in Balboa Park, the work of the foundation and the Three Day, 60 mile walk run in San Diego on Nov. 18th -20th.

    The 5K and 1-mile walk/run raises significant funds for the fight against breast cancer, celebrates survivors and honors those who have lost their battle. Proceeds from the event will go toward Komen San Diego, the County’s largest funder of free breast cancer services and support. Community members can register here. When San Diegans participate, their donations go directly to help breast cancer patients in San Diego County, as well as toward research grants internationally. With over $1 million invested this year alone, Komen San Diego is the only organization providing qualified women the free services they need for every step of the breast cancer journey. The world’s largest investment of breast cancer research – next to the U.S. government. Since 1982, Susan G. Komen has invested more than $889 million in over 2,400 grants for breast cancer research. Currently, in San Diego, there is more than $2 million in five active grants at work to find the cure!

    On November 6, more than 15,000 San Diegans will join together to participate in the 2016 Race for the Cure. Participating in the Race helps Komen San Diego provide free services for every step of the breast cancer journey:
    Diagnostic mammograms, biopsies, MRI’s, ultrasounds and more for qualified women who have nowhere to turn when breast cancer strikes.

    Temporary financial aid – including rent, mortgage, prescription drug payments and more.

    Meal delivery for a woman and her entire family.

    Intensive patient navigation – complete with emotional support for all.

    Wherever there’s a gap – Komen San Diego fills it.

    Elizabeth (Lizzie) Wittig started volunteering at Susan G. Komen in 2003, when she was just 17 years old, the same year Mom was diagnosed with breast cancer. And that is the same year she participated in her first Race for the Cure – and The 3 Day. She has been walking ever since. Lizzie’s Mom passed from breast cancer in 2009 – but that was six years longer than the doctor’s thought she would. Her life was extended thanks to a Susan G. Komen-sponsored clinical trial. Lizzie is passionate about this cause – and she has put that passion for working for the mission. She and her 20-person walking team have raised more than $800,000 since 2003.

    Listen to a podcast of Lizzie Wittig’s interview!

  • The Evolution of the Family Office

    November 3, 2011
    Read more
  • 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
  • It’s Your Money and Your Life’s First Broadcast

    October 28, 2011
    It’s Your Money, Not Theirs will be featuring an interview with class-action attorney Bill Lerach. http://www.760kfmb.com/story/15884059/richard-muscio-joe-vecchio LISTEN TO PODCAST Listen to a podcast of Bill Lerach’s interview! Read more