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
Brandon Avergon, CAIA
President, Rampart Consulting Group, Boston
Doug DeRosa
Co-Founder—Evolve Digital Group, and Founder
Wall Street South Palm Beach
Do we live to work?
Or....no.
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
There 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.
On Personalities
Are outside interests important? It's a self-addressing question. Of course.
Why? Ours allow us to show our humanity and depth and to to encourage clients to do the same.
Why is that important? That's easy. Life is short not to appreciate the people whose lives we are entrusted with. And vice versa.
This is a group that loves learning and living.
Ready