Our Mission

I think and talk a lot about identifying the right metrics for measurability. This is simply critical thinking. Some decision-makers measure. But their results still fall short of their potential and they know that.

My colleagues and I appreciate the client-growth process. We offer open communication in a values-based review. This is welcomed by our funders so they get results & success beyond their usual expectation. That makes our process a win-win.

Capital funding is about information, money and working relationships. It isn't a scene from Woody Allen's "Take the Money and Run." It isn't cute or a way to play business. It is a lot of work--for all parties because of the risks.

Randy Schrum says: There are character similarities between the faithful and entrepreneurs. He defines it as an ability to grow out of survival into salvation. This personal character is of deep interest to me in my colleagues.   

I am a Capital Broker/Advisor/Change Agent to entrepreneurs and an innovator in the business development. I am also an author and a speaker, on innovation and social economics. My favorite topics for speeches and writing are "pre-solving" problems and developing solutions using such 'measurable thinking' as Kleiner-Perkins (KPCB) partner Randy Komissar's "Plan B" concepts and the inspiring work of Nassim Nicholas Taleb.*

The Road
Dynamic metrics energize and manage teamwork, communication, and scenario planning by individuals, companies and institutions, singly or combined.

I was able to test this the hard way in two related instances in the same village. Once as the chairman of Newport Rhode Island's Comprehensive Land Use Commission.

Another effort was as the founder and producer of SourceNewport. This economic think tank and conference on promoted sustainable historic urban development. I aimed it at developing a sustainable new economic policy for Newport, RI, and the State. [They hated it.]

My Writing Path
During my time at American University, I was earning a Masters Degree in Journalism and I worked in production for the Charlie Rose Show [pre-scandal. He is a very good interviewer.]  

I got a taste for talking with numerous news and public affairs professionals, including Larry King, Gordon Liddy, and Wayne Dyer.

In 1980 I moved to New York to work as an associate producer at CNN's Freeman Reports. From WTC #2  I worked with the brilliant political campaign master David Sawyer. I moved toward business, going into account management at Benton&Bowles Advertising (now DMB&B).

With an opportunity to assist a British investor in oil and gas, I put myself into the Wharton School/Arresty, earning a certificate in finance. With an about-face and I was back in production to executive produce a medical program, a business joint venture between Citadel Communications and Thompson Publishing (Medical Economics).

I eventually moved back to the front lines of business in commercial brokerage at GVA/Williams in New York City, and earned my New York State broker's license.

During this time, I became fascinated by real estate economics. The opportunities and study of real estate investment and capital markets came alive to me. This discovery of my passion for business mathematics and the benefits of money discipline endure.

In 1999 I was invited to advise institutional investment professionals on their marketing, where I honed in on alternative investments.  

A little restless, I co-founded The Breakfast Club and a few years later the Surfrider Foundation's New York City Chapter. The ocean is my real passion. This led to listing in Who's Who in the East and Who's Who in Advertising.

I like to add useful skills. I graduated from the B-Coach business coaching program under Mike Jay and became a certified Mediator through the Mediation Training Institute (MTI) under the brilliant Dan Dana. This last designation led to some interesting assignments: Helping TACOM in Detroit (the US Army's tank command) and sitting on a panel about mediation with professionals at the United Nations in the aftermath of the Rwandan genocide.

Writing and Business
It is easy to underestimate what we've learned—that which we know from experience and living. I coach on this very point.

I chose to concentrate my shocking findings on professional financial management with my first book "The Plan: Running The Machine That Runs The World." This was released in July of 2016.*

The new material updates the supporting data and confirms the projections made in the original book. (By the way—I was right about the severity of the looming problem that finally collapsed in 2007. I see another reckoning coming now for the U.S.)

I added copywriting to my certified skill sets to the excitement of our clients. Here is why. A strong business plan collects valuable business information. But only copywriting forces leadership to understand the individual user of his product. That is the measure of business success. See Branson.

Personal accountability and long-range thinking are critical to capitalism and intelligent public policy. For me now this means living happily and healthfully in West Palm Beach with my wife Teddy (Theodora) and 3 shelter dogs: Lucy--a Chihuahua/King Charles mix, Jack--a Jack Russell, and Rocky--a long-haired Dachshund.


* For more on these books write me

   Copyright 2019 Robert Bailey/TrustedAdvisory