Marrs Maddocks & Associates Insurance Services, Inc. Now Part of Hub International Insurance Services Inc. specializes in the insurance needs of businesses. What sets them above their competitors is that they listen to what their clients say carefully before designing a coverage plan that is as unique as each client. In this manner, clients are covered for the exposures to loss to which they were already aware, and many of the others that went undetected in the past that could be detrimental to the longevity of the business.
Wealth Strategies with Jeff Brooks
May 4, 2024
Listen to Podcast of the Show
October started right with an in-depth discussion about wealth strategies with guest, Jeff Brooks. Currently, Jeff is the Director and Senior Wealth Strategist for UBS Wealth Management greater Los Angeles area office. Prior to joining the UBS team in 2010, Jeff spent over a dozen years in the private bank industry working for Merrill Lynch and Bank of America respectively. In addition to his career of advising individual’s on how to maintain their wealth goals, Jeff also began his professional career as an attorney for a small Missouri firm that specialized in probate, trust, estate tax, and income tax planning for individuals of high net worth.
Jeff’s career has been marked by not only understanding law and technical issue facing those of large net worth, he also has brought back the human element to wealth management planning. In his interview he will shared he not only searches for the most efficient way to meet the client’s financial needs, but also preserving their philosophy and objectives. So listen to the podcast for an in depth analysis of how a wealth strategist meets the client’s goals.
Also, Marius Markevicius, the director of “The Other Dream Team” joined the show.
Listen to a podcast of the show
Continue reading →
Eating Healthy with Isabel Cruz
May 3, 2024
September 30, 2012Continue ReadingEating Healthy with Isabel Cruz
May 2, 2024
Listen to Podcast of the Show Isabel Cruz discussed the benefits of eating healthy. As a self-taught chef who has opened many successful restaurants, Isabel knows that her message of eating healthy is reaching many. Her Latino heritage which combined the traditional dishes of Cuba, Puerto Rico, and Mexico, and her love of Korean, Thai, ...Continue ReadingIncrease Net Cash Flow with Cost Segregation Initiatives’ Joel Grushkin
May 1, 2024
September 23, 2012Continue ReadingIncrease Net Cash Flow with Cost Segregation Initiatives’ Joel Grushkin
April 30, 2024
Listen to Podcast of the Show Joel Grushkin discussed cost segregation. Having more than thirty years of executive experience, Joel is currently the San Diego Regional Director of Cost Segregation Initiatives (CSI). Cost Segregation is the IRS approved method of re-classifying components and improvements of a commercial building resulting in a reduced income tax liability ...Continue ReadingGoing Green with Sustainable Intelligence’s Alan Ball
April 29, 2024
September 16, 2012Continue ReadingGoing Green with Sustainable Intelligence’s Alan Ball
April 28, 2024
Listen to Podcast of the Show Alan Ball, tackled the subject of how businesses can go green. As the co-founder and partner of Sustainable Intelligence LLC, Alan, has been guiding local companies through all the aspects of this type of facilities support services. Since its establishment in 2009, Sustainable Intelligence LLC had been streamlining the ...Continue ReadingBusiness Succession Planning: Can I Really Fire My Mother?
April 27, 2024
Handout of PDF that accompanies Business Succession Planning: “Can I Really Fire My Mother?” Five-minute highlight clip of Richard’s speech Contact Richard if you are interested in having him speak at your event.Continue ReadingRichard Muscio Reveals Three Imperative Principles of Great Business Succession Planning
April 26, 2024
In his his most recent talk to financial planners, Richard Muscio asserts that solid, strategic, business planning should not be founded only on the precise drafting of documents and the most efficient number-crunching techniques in relation to reducing income taxes and wealth transfer taxes. Instead, business planning succession should focus on valuation, collaboration, and governance ...Continue ReadingThings to Consider When Buying a Franchise – Tammy Dias
April 25, 2024
September 9, 2012Continue ReadingThings to Consider When Buying a Franchise – Tammy Dias
April 24, 2024
Listen to Podcast of the Show Local San Diego business woman, Tammy Dias talks about how she is guiding others through the dream of business ownership with franchising. She first began her journey into business ownership with a company that she organically developed from the ground up. For this experience she made the novice mistakes that ...Continue Reading
Follow Us!