May 10, 2014 The show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank…
On Thursday, May 3rd, Richard was the featured speaker at the monthly ExecuNet networking meeting in Carlsbad, California. He spoke…
The concept of "command and control" is dead. It has been replaced by "connect and collaborate." Your best currency in…
A Professional's Guide to Collaboration (and how we use it in the Family Office World) The marketplace is driven by…
Listen to Podcast of the Show Alex Sonkin joined the show to talk about how CPAs can work smarter, not…
February 4, 2017 Listen to Podcast of the Show This week Richard and Joe welcomed Art Barter, founder, and CEO…
February 11, 2017 Listen to Podcast of the Show Plus Sharon Blanchet & The Reed Team of Willis Allen Donate…
June 25, 2016 This week, Richard and Joe welcomed Laurie Black, president and CEO of LJ Black Consulting and president…
June 18, 2016 Listen to Podcast of the Show This week Richard and Joe welcomed Professor and author, Dr. Doreen…
March 12, 2016 Richard and Joe were joined by Chad Peace and Jeff Marston of the digital consulting firm IVC…