• California Republic Bank Continues Strong Growth Rate

    Lane's-headshotRichard and Joe welcomed back Lane Elliott, the Senior Vice President of sponsor, California Republic Bank. SNL Financial named it the nation’s 3rd best performing community bank in 2012. Their philosophy is to earn the business of one good client at a time. They have grown from zero to $1 billion plus in total assets since their inception in 2007. Approaching banking in the manner of “Who” first and the “What” second, each client’s individual needs are met with the highest possible levels of customer service.

    The show discussed the highlights of 2015 for California Republic Bank and the state of community banks in general. Finally, your hosts talked about specialized banking services reserved wealthy clients.

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  • Weight Loss with Biggest Loser Winner Mike Messina

    Mike Messina from the Biggest Loser talked. Mike Messina was the winner of the Biggest Loser’s at home prize (13th season). Since his win, he has started Messina Lifestyle. His personal description for this business is “concierge transformation business focusing on nutrition, fitness and behavior modification. In addition to being the proprietor of his own ...
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  • Samoan Noni Juice, Fred Siaosi and Two Harbors Trading

    Fred Siaosi is president and co-founder of Two Harbors Trading, a Carlsbad-based company that supplies businesses around the world with exotic fruits. They are well-known for their noni juice which comes from the morinda citrifolia fruit found in the South Pacific. The Samoan noni fruit is an exotic superfruit used in traditional Polynesian medicine. This ...
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  • The Seasonality of the Tax Business

    Keynote speaker and CPA, Richard Muscio, relates how the seasonality of the accounting business impairs the ability of CPA firms to become an essential advisor of their top clients.
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  • Technology Leads CPA Entrepreneurs into the Future

    Richard Muscio, Event Speaker and CPA, discusses the importance of technology allowing timely communication with all clients, especially the A-list clients.
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