• Guiding Businesses into the Digital Future: centrexIT

    eric-rockwellPhoto of Regents Bank President Sean PuckettThe show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as one of the top-100 fastest growing companies in San Diego. They have created the brands buildIT, manageIT, cloudIT, and growIT which are best-in-class technology solutions that are stable, scalable and secure.

    Mr. Rockwell is a graduate of the University of California San Diego where he received his undergraduate degree in Computer Science. He has extensive experience in transitioning medical practices to electronic health records with zero percent data loss.

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    Listen to a podcast of Sean Puckett and Eric Rockwell’s interview

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  • Mapping the Family Office Advisor Ecosystem

    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.
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  • What is Family Governace?

    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 ...
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  • Focusing on Your Customer

    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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  • Moving Beyond Networking to Connecting, Collaboration and Transcendence

    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 ...
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