About Us
Our mission is to serve individuals, families and businesses in protecting and growing their dreams, and creating multiple revenue sources. If you are waiting for your favorite "Uncle" to provide you solutions.... we definitely should have a discussion.
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"I've worked with Rob for awhile now, and I am always impressed with his knowledge and the way he..."
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"I've worked with Rob for awhile now, and I am always impressed with his knowledge and the way he cares for the families he helps. You will not find person with more integrity than Rob."
"Their integrity, professionalism & their values"
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"World Class service, immediate feedback and thoroughness beyond expectations!"
"Superb customer service, patience, and sage advice all are key components of what make this group..."
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"Superb customer service, patience, and sage advice all are key components of what make this group so valuable. I highly recommend a visit to meet Marjorie and her tesm."
Recent Activity
Lack of planning. Best question to keep as part of your vocabulary every entry you make into your business plan or your "to do" list..."What if?". "What if that doesn't happen?" Have a contingency planned for any line item requiring you spending money.
Or...just "wing it!" Could you afford the...
(more)
Lack of planning. Best question to keep as part of your vocabulary every entry you make into your business plan or your "to do" list..."What if?". "What if that doesn't happen?" Have a contingency planned for any line item requiring you spending money.
Or...just "wing it!" Could you afford the loss if the wings fall off?
Be consistent, relevant, and timely.
(more)
Be consistent, relevant, and timely.
Define "Free" time. If that is time that is not dedicated to business or business development, then most great thinkers would propose that you spend those "gaps" in your schedule on developing yourself. "Sharpen the saw" as Covey writes. Call a loved one, read an inspiring book, listen to a...
(more)
Define "Free" time. If that is time that is not dedicated to business or business development, then most great thinkers would propose that you spend those "gaps" in your schedule on developing yourself. "Sharpen the saw" as Covey writes. Call a loved one, read an inspiring book, listen to a powerful audio recording. Many experts suggest that you actually schedule these strategic breaks at least every 90 minutes! If that "Free" time is time that you think you should be doing something to develop your business...than the answer is beyond the scope of a one paragraph answer.
"Know your numbers"- Gather key business metrics from your section chiefs and analyze your #'s
Start dialing your phone- firm up your relationships with clients, vendors, prospects
Social media engagement...Youcan touch thousands of prospects with an hour on social media
(Don't know "Social Media"- Youtube! A half hour twice a week on Youtube can change your social media game.)
Your time on the job is not"FREE". You should know what an hour of your time is worth! You should also know that for every person on your team. Don't know it? Do you want to know how to determine it? If not....are you running a business or a "hobby".
Call me if any of this does not make sense.
Analagous to "Is the newest cyber-surgical tool effective in a certain surgical indication?" If in the right hands...YES. If you do not know how to use....dont invest in the spend
Spend time on YouTube, and learn.
(more)
Analagous to "Is the newest cyber-surgical tool effective in a certain surgical indication?" If in the right hands...YES. If you do not know how to use....dont invest in the spend
Spend time on YouTube, and learn.
Define "Repair"! Are you concerned about deleting derogatory info; rightfully or wrongfully posted? Or is it a matter of building credit? Are you addressing personal or business credit? (Both are important if indeed you are in business). Please do not consolidate or pay for any of this to be...
(more)
Define "Repair"! Are you concerned about deleting derogatory info; rightfully or wrongfully posted? Or is it a matter of building credit? Are you addressing personal or business credit? (Both are important if indeed you are in business). Please do not consolidate or pay for any of this to be done before at least seeing what is available for free. Only one guarantee in this area. If you do nothing , it will get worse.
Some funding sources, or compliance authorities will require a certified copy of certain documents: Pro-Forma's, Tax documents, Profit and Loss, etc CPAs are "Certified" to complete such reviews/audits. If you are not required to comply with such scrutiny, a solid accountant is extremely...
(more)
Some funding sources, or compliance authorities will require a certified copy of certain documents: Pro-Forma's, Tax documents, Profit and Loss, etc CPAs are "Certified" to complete such reviews/audits. If you are not required to comply with such scrutiny, a solid accountant is extremely helpful as even a good bookkeeper is beneficial. If you want tax guidance/preparation- an accountant or a qualified tax preparer is suitable....(This is just my "two cents" as a small business advisor and Financial Services professional)
Lot's of questions I would have for you regarding your post. I do not get paid for matching borrowers with lenders, so feel free to reach out if you are so inclined.
Rob
917-828-3706
piechota.wfg@gmail.com
(more)
Lot's of questions I would have for you regarding your post. I do not get paid for matching borrowers with lenders, so feel free to reach out if you are so inclined.
Rob
917-828-3706
piechota.wfg@gmail.com