January 16, 2024
Collaborating to Manage the Golden Egg
The presentation below outlines Richard’s tried and true business practices that make him a trusted adviser to family offices. Topics include marketing yourself, networking, becoming a communications hub, listening, expressing gratitude, becoming a thought leader, and helping families create a legacy.
The presentation includes action items and challenges that will change ...
Read more January 15, 2024
The 2011 year’s race attracted over 8,000 participants. There were over 12,000 people at the finish line, and 5 course records were set.
The Oceanside Turkey Trot is becoming a local tradition as families come out the Oceanside pier for some exercise before their big Thanksgiving feast. Additionally, more than $30,000 was raised for local ...
Read more January 13, 2024
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Sunday, November 27th, Richard and Joe interviewed Gary Aguirre. Mr. Aguirre primarily assists clients throughout California with investor and whistleblower claims involving banks, hedge funds, mutual funds, private equity funds, brokers, and other financial institutions. He focuses on claims arising out of market abuse (e.g., market manipulation, flash trading, insider ...
Read more January 12, 2024
Listen to Podcast of the Show
In keeping with Richard’s commitment to giving back to the community, he teamed up with Kathy Kinane to establish the “Move Your Feet Before You Eat” Foundation in 2007. Richard said on his show, “We call ourselves ‘Move Your Feet Before You Eat’ because the whole message behind our foundation ...
Read more January 10, 2024
Richard and Joe interview Rich Gaines of Legacy Legal. This law firm has been helping families navigate the confusing waters of family trusts, estate planning, and much more.
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Listen to a podcast of Rich Gaines’s interview!
Read more January 8, 2024
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 January 6, 2024
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 January 5, 2024
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 January 3, 2024
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 January 2, 2024
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 ...
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