Testimonials

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

Craig Adams
Broker , W Real Estate ~ San Francisco

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!

Craig Adams
Broker , W Real Estate ~ San Francisco

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

Julie Widener
Accountant , Allegent Group, LLP

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!

Michael Perlmutter Perlmutter
,

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!!

Steve Lavaeddin
Bankers , City National Bank

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!

Julie Widener
Accountant , Allegent Group, LLP

Thank you to Michael Perlmutter for his valuation expertise. He is working quickly and professionally on a discounted valuation for a 100 unit apartment building in Los Angeles. Most people in his industry are back logged a few months.

Julie Widener
Accountant , Allegent Group, LLP

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!

Anita Rodal
International , SBPI Services, Inc.

Thank you Tam for referring your client to me for their insurance needs. It was a unique situation where the client was purchasing a new rental property and because they were going to do some cosmetic remodeling, the lender was requiring a vacancy clause on the insurance policy. I appreciate you thinking of me, and trusting me to deliver the right results for your client.

Edward Levin
,

Recently I received a phone call from a possible new client who was referred to me by Norm Blieden, who is a CPA. I really appreciate his referral to me and trusting me with providing reverse loan information to his clients.

Lorraine Jones
Lenders , Option Funding, Inc.