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
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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.
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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 ...
Read more January 1, 2024
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 December 31, 2023
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 ...
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