Email Facebook LinkedIn Print BOOK REVIEW By Melissa Nicolas Hernandez “If you’re ready to step out of obscurity and operate at a higher level, this book will show you how to build a business rooted […]
Email Facebook LinkedIn Print BOOK REVIEW By California Broker Magazine Janise Graham wrote “Leaving in Style” for business professionals and business owners alike. Since the thought of business succession can be overwhelming, Graham wanted to […]
Book Review By California Broker Magazine As a business owner, you know your business will eventually change hands. But will your transition occur on your terms and timeline? Financial advisors estimate that 80% of an […]
BOOK REVIEW By California Broker Magazine & Melissa Nicolas Hernandez In “The Champion’s Creed,” NFL star and Chief Culture Officer Ben Utecht unveils the blueprint for forging unbeatable teams in any arena. Central to Utecht’s […]
BOOK REVIEW By CalBroker Magazine Joe Strazzeri’s “Motive” is a valuable resource for all advisors looking to help their clients with planning. While the author’s “Motive” process is an excellent resource fit for CPAs, attorneys, […]
TECHNOLOGY Navigating the future with AI Tool or weapon? It’s up to you how you tango with tech By ALAN KATZ Object lesson: how to leverage technology to help deliver more high-touch services This article […]
California Broker Magazine ©