• Collaborate: To work together, especially in a joint intellectual effort

    golden-egg

    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 how you think about the traditional ways of attracting and keeping clients.

    Networking, Connecting and Transcending

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  • Oceanside Turkey Trot

    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 ...
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  • Radio guest Gary Aguirre warned of the 2008 financial crisis more than two years before it struck.

    Listen to a Podcast of the Show 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 ...
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  • The Move Your Feet Foundation Presents the Annual Oceanside Turkey Trot on Thanksgiving Morning

    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 ...
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  • Rich Gaines of Legacy Legal

    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. LISTEN TO PODCAST Listen to a podcast of Rich Gaines’s interview!
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