Here are the circumstances behind helping a client solve the problems of his CPA firm. My client had inherited his father’s CPA firm and his employees when he was 18. In 20 years of owning this business he was still struggling Employees did not have any reason to perform their best, they were


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Keith Conley discussed a difficult situation that covered one of his clients (not by name) but by circumstances. * I helped a client who was previously sold a financial product that he didn’t need * Client is retired and needed to generate income * I was able to help client have his money retur


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Doug Samson manages Tax Point Advisors’ West Coast practice. Based in Los Angeles, CA, Doug has been involved in business development for over twenty years and has specialized in providing specialty tax services since 2005. In this role, Doug works with CPA firms and their clients to reduce


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Wife Mother Certified Business Coach Serial Entrepreneur Immigrated to America with $400 in my pocket. Spent $200 on my husband's wedding band. Worked in a pizza restaurant, a large retail chain, a tour guide agency. English, Chinese & Japanese Language Coach English, Chinese & Japanese Inte


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Patrice Chanel's passion for fashion has always extended beyond the external. As a Professional Stylist for 15 years, Patrice has cultivated the gift of helping women feel their absolute best from the inside out. For Patrice and her clients, fashion is s form of empowerment. To contact patric


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Robert Shapiro is a seasoned professional with the tools and the skill set to understand and grasp a client’s business, its revenue streams, and what makes it tick. He is able to present this data in a clear and concise fashion while responding to buyer inquiries. He speaks the language of busines


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Richard has a long history of helping others achieve their goals. His Legacy Transfer Network connections link buyers and sellers of businesses, commercial real estate with the right professionals for the task at hand. A master networker and sales training expert he has grown and trained sales t


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Bob Friedenthal has spent many years on the internet. Bob is owner of mycity.com and we manage LinkedIn accounts, 1) fixing profiles, 2) growing connections, 3) Messaging your connections 4) and most recently doing Podcast Interviews. Our overall objective is to help you increase your brand awarenes


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Dr. Celeste-Linguere Johnston has nearly four decades of experience as a motivational speaker and as a consultant specializing in trustworthiness and honesty for business transactions, jury selection and trial preparation, and news commentary. She has used her diverse background and skills to dev


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Orlando Darden is a Financial Services Professional with 27 years of in Investment Management, Banking, Financial Planning, as a Life Insurance Advisor, Commercial Lending. Orlando Darden is an Independent Agent with DAC helping 80 % of US business owners that do not qualify for bank funding, no ha


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