Business Analysis Expert Jason Kruger
Read moreAugust 12, 2012
Guest and business analyst, Jason Kruger, of Signature Analytics discusses how to make educated business decisions based on detailed analysis and technology, as well as the importance of financial structure within the business. Primarily, Mr. Kruger focuses on financial consulting, outsourcing accounting, budgeting and forecasting, temporary staffing, and permanent placement services which include part-time CFO positions.
Mapping the Family Office Advisor Ecosystem
November 15, 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 moreRich Gaines of Legacy Legal
November 13, 2011 In this episode of It’s Your Money, Not Theirs on Talk Radio 760 KFMB, host Richard Muscio flies solo while co-host Joe Vecchio recovers from the stomach flu. Richard welcomes guest Rich Gaines, founder of Legacy Legal and an estate planning and tax attorney. Timed alongside National Estate Planning Week, the episode kicks ...Read moreCollaborate: To work together, especially in a joint intellectual effort
November 12, 2011 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 ...Read more“It’s Your Money and Your Life!” – First Broadcast
October 30, 2011 “It’s Your Money and Your Life!” will be featuring an interview with class-action attorney Bill Lerach. For over 30 years, Lerach was a securities lawyer. He led the prosecution of securities class and stockholder derivative actions which resulted in over $45 billion dollars of recoveries for defrauded shareholders of Wall Street banks, major ...Read more