I would like to thank business coach Jay McDowell of Exit Plan OC for referring his entrepreneurial client to me, who is looking to open her own salon and is interested in getting an SBA working capital loan. She is lucky to have you guiding her, Jay, and I look forward to working with her in the future!

Thank you, Carrie, for presenting at the Women's Group today. Carrie talked about how to read a financial statement, trends to watch, and how to use this information to improve your business. The group was so interested that we went beyond the allotted time. Great talk!

I would like to thank Eddie Levin for a great job finding home insurance for a friend and neighbor when her existing carrier was no longer offering coverage. Eddie also recently helped our daughter and her husband with home insurance when they purchased a new home. Eddie is very responsive and finds his clients the best options.

As an author of 9 books, Sumant was able to offer valuable advice on publishing in today's marketplace. Thank you, Sumant.

Just when I thought I was getting good at videos... along comes Bob Chesney. Bob has helped me with some recent productions and we are presently working on a new series of authentic Client Endorsements for 2022. Thank you, Bob. Looking forward to our next video together!

Thanks again to Chris Lake! Chris sent me a referral who has become a client. Great way to start the new year!

Julie Widener of Allegent Group, LLP, a Certified Public Accountants and Advisor firm referred a client to me that required a partial interest discount in an LLC holding an apartment complex. I very much appreciate it. Thank you Julie!

I had the pleasure of connecting with Rhonda as we prepared for her to be a guest speaker at the DT Santa Monica meeting in November, as well as my regional branch managers' meeting. Rhonda was gracious enough to spend a few minutes with me during a phone call to briefly look through my LinkedIn profile and give me her professional opinion and a few pointers on how I can improve my presence and image on LinkedIn. I must say...I was blown away with her expertise and innovative ideas and I made several changes she recommended. Almost instantly I started to receive more relevant connection requests and even a few leads from my network. I highly recommend anyone who is on LinkedIn to consult with Rhonda and let her do a quick audit of your profile and indulge in her expertise in helping you leverage LinkedIn to increase your presence and gain more business. Thank you Rhonda!!

Thank you, Chris, for taking care of our clients. Chris is preparing a Research and Development credit for an entertainment client. They qualify based on their research in sound. Their credit is approximately $25k. Chris really knows her business!

A big thank you to Jason Stone, wealth advisor with Secura Financial Planning and Wealth Management, for referring me to a client of his who is purchasing a boat in Canada for $320K CAD. My people were able to save the client $12,096 USD on the conversion of the funds vs his bank (a 4% difference), and no foreign wire transfer fees. He is a very happy client! Thanks again Jason!