E1 Calabasas
In July, our E1 Calabasas Group enjoyed a fun summer meeting on the lake. [From left: Brad Kraines, Brad Levin, Zach Schneiderman, Matt Coletta, Joe Kim, Tina Dadvand]
E2 Calabasas
This past week our discussion topic was about managing client emotions — how do you navigate a client’s strong emotions, when does it become “too much,” etc. It was a very productive conversation about the importance of having empathy for our clients and trying to understand the source of their emotional reaction. Also, the importance of knowing when to advocate for oneself and when to walk away from a toxic work relationship.
E1 Tax Matters
Members discussed various topics, including tax fraud. [Frank Taylor, Gary Weiss]
E1 Warner Center
Members had a great meeting centered around “Trends in Your Industry.” [Kathrine, Melissa & Kristen]
E1 Valley Trusts & Estates
During this group’s July meeting, Brad Barros with Private Risk Capital Development Advisors in Washington, D.C., and attorney Paul Quast with DeWitt in St. Paul, MN, gave a presentation on the topic: “A New Approach to Wealth Transfer Planning.” [From left: Brad Kraines, Dena Klotz, Brian Rabinovitz, Matthew]
E1 Agoura / Westlake
James Bean did a wonderful presentation this month on productivity, providing many ideas on how to more efficiently and effectively manage our time. [From left: Matt Coletta, Rocky Mills, Don Jones, Gayane Grigoryan, Tyler Hamilton]
E1 East Valley
For this month’s meeting, members and guests were engaged in a lively discussion about “Trigger Words in Your Marketing,” and how they are changing in today’s market.
