Trusted Advisory/Parallax
Robert Bailey
Founder & CEO: TrustedAdvisory, The Mavericks
Charina Padilla
Dir. Client Development, Engineered Tax Services, West Palm Beach
Peter May and Ross Rubin
Partners, 1031Sherpa/DST Sherpa, Philadelphia
Greg Nassief
Founder—Six Kind, Washington, DC
Simplify Tech
Johnny Palumbo
Founder, SimplifyTech, Atlanta, Chicago
Evolve Digital
Doug DeRosa
Founder, Evolve. Partner Wall Street South,
West Palm.Beach
Perception | Reality
The Mavericks and Better for Founders
Clarity-First Focus vs. Reactive Problem-Solving
Non-Traditional Solutions vs. Standard Playbooks
Collaborative Network vs. Solo Effort
Long-Term Impact vs. Short-Term Gains
Human-Centered Approach vs. Pure Profit Focus
By shifting the approach from reactive and conventional to proactive, collaborative, and innovative
particularly in a world changing with the introduction of artificial intelligence., The Mavericks empower
founders to achieve greater results with less friction.
Living well in America
means simplifying what
others make complex.
Consultations are a good way to test the waters and sample the solutions.
Each Maverick has his or her own practices and policies on this. You are welcome to email any of them with questions about consulting.
Information is vital. And information shared enables success. As licensed professionals we are required to protect client information and as a matter of practice we expect mutual respect for privacy.
This year will mark the first year that we'll had live conferences together. In the making of the Mavericks, we have attended conferences individually. Bringing best practices and impactful presentations and styles together is shaping our plans for private client meeting and our own. Everyone in the room must benefit. That's the rule.
Live Online: We use technology and automation where it makes common sense. Video calls are most useful when we're also able to meet a few times each year.
The thinking here:
"Video calls are like playing a tune over the telegraph—you'll hear it, but you’ll miss the melody."
Design
One of my favorite situations is our professional interdisciplinary arguments. Because we have the same objective and different points of view, we can look at things differently. So our advanced tax strategies can boost the value of a client's real estate exit. PPLI helps a founder who wants an asset and simultaneously once Tax advantages and simultaneously wants to be able to reward his best employees with life insurance protections.
Thought Leadership
Wisdom
They weren't called the Mavericks at first. They were called Masters.
But then I was just getting to know them. Just playing with an idea about collaborating in unique ways. One of the challenges with 'networking' is that people are pushing themselves onto others and injecting their needs into a person without listening. But I knew that if we could work together without a quid pro quo trade and collaborate on skill sets, we would see a new ways to help clients win.
That's what we've done. That's what we're achieving and here's the first tip for you. Contrary to what you were told, you don't know someone and have rapport. You build rapport over a lifetime.
About Personalities
Are outside interests important? It's a self-addressing question of course.
Why? Personality shows our humanity and depth and vulnerability. That is the bridge to trust. Such authenticity encourages clients to do the same—to reciprocate. That is a relationship. That is a connection.
Why is that important? Easy.
Life is too short not to appreciate those individuals whose lives we are entrusted with.
And vice versa.
This is a group that loves learning and living.
Ready