Becoming the Most Trusted Business Advisor to your Clients (46 minutes) Five-minute highlight clip of Richard’s speech. Contact Richard if you are interested in having him speak at your event.

Listen to Podcast of the Show Jason Kruger, the President of Signature Analytics was welcomed to the show. Signature Analytics is a local San Diego Accounting firm that specializes in bookkeeping, financial consulting services, and outsourced accounting. The senior management team at Signature Analytics consists of individuals who each have a minimum of ten years experience ...

Listen to Podcast of the Show The show welcomed back Joel Grushkin (featured in photo), the San Diego Regional Director of Cost Segregation Initiatives (CSI), and the President of the Company, Curt Gautreau, joined him. Curt is based out of Baton Rouge, Louisiana and his accounting practice focuses on emerging businesses, primarily real estate management and ...

The excerpt below is from the San Diego Union Tribune summarizing Oceanside’s Thanksgiving Day running races. OCEANSIDE — While some families were still in bed or preparing for company, many spent Thanksgiving morning together running or walking though downtown Oceanside at the annual Turkey Trot fundraiser. “This is just such a great way to start Thanksgiving,” said ...

Listen to Podcast of the Show This show features an interview with Colleen Brophy on “It’s Your Money and Your Life.” Ms. Brophy currently holds the position of Executive Director, Senior Portfolio Manager at UBS, where she has been employed since 1996. Working out of the New York office of UBS, Ms. Brophy’s area of focus ...

Listen to Podcast of the Show Mayor Jerry Sanders joined the show Sunday, November 18th. Mayor Sanders will complete his second and final term as Mayor of San Diego in December 2012. Since coming to the San Diego area for college, San Diego State, Sanders has be a productive and active member of the community. Before ...

Listen to Podcast of the Show Tax Attorney Rich Gaines joined the show on November 11th to discuss taxes and family issues related to wealth. Beyond offering his advice as a lawyer, Mr. Gaines guides experiential workshops in San Diego, which focus on topics such as business prosperity and the mastery of self and financial ...

Listen to Podcast of the Show The show welcomed back Tom Mcloughlin, Head of Municipal Bond Research at UBS. Tom heads up research and strategy efforts related to the municipal bond market. Tom is based out of Manhattan, and he had been dealing first-hand with the effects of super-storm Sandy. The city, like much of the ...

Listen to Podcast of the Show Mike Ryan is Chief Investment Strategist for Wealth Management Americas, Head of Wealth Management Research Americas and Chairman of the WMA Investment Committee. He is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize their impact for UBS clients. In addition, ...

Nationally-noted class action securities attorney and now retired, Bill Lerach was the first guest on our radio program on Oct 30 2011. He delivered this lecture at the University of San Diego School of Law’s Warren Hall on Oct 19, 2012. Dean Stephen Ferruolo provided the introduction. Over the course of his legal career of 30 ...