Who Can I Connect You To?

After a lovely August recess, brain-break, and family time, I am BACK AT THE CONNECTIONS!

Over the last 30 days, I continued to help people through the connections that I have helped me and my business.  It’s a cliche’, but “Pay It Forward” works.

I connected:

  • A financial advisor to a tax expert to help a retiree who gotten into an annuity scam.  They assessed the fraud, corrected it, and saved the retiree about $76,000!

  • An Anesthesiologist needed an asset manager for various investments, properties, and private equity

  • My haircut guy wanted to install a new sink at his hair cut shop, introduced him to a local plumber

  • A business client had a pipe burst in an upstairs bathroom, eventually flooding the finished garage below.  My restoration client sorted out the insurance claim, and the sub-contractors needed for the home repair

  • Found a set of sponsors for our new fall season!

  • Small business owner was tired of doing payroll on qbo, so I connected her to a payroll company that specializes in companies of LESS THAN 10 employees

  • Forced two bankers to meet for beers…. Okay, they did needed forcing…

  • An interesting AI startup, that helps Customer Services Reps with the language and communications, to a massive disability insurance company’s 800# division

  • Lastly, and the one that warms the heart, a fire prevention company wanted to get to the Bahamas to help post-Dorian, and I have a friend who works at Greenpeace who helped the fire prevention company access to the area

For the next 120 days, through the end of the year, I’ll update you all on the connections made.  Need an intro? Want a service? Or, want to market your services? Reach out!

Do you know a great Office Administrator?

One of my clients is hiring, check them out!

The ideal candidate will be in charge of the organization and efficiency of daily office operations. From scheduling client meetings, to communicating between departments, you will be responsible for completing multi-level tasks in a professional and timely manner.

I'll be at the Law Firm Management Conference... will you?

 August 16-17, 2019 The Resort at Squaw Creek  Olympic Valley, CA 

  • Educational Programs by Legal Industry Leaders 

  • National Trends Affecting Firm Productivity & Profitability 

  • Leadership Training 

  • Law Firm Breakout Sessions 

  • Networking with Colleagues 

  • Social Activities for the Family 

 The Association of Defense Counsel of Northern California and Nevada (ADC) invites you to join other law firm leaders (present and future) on August 16-17 for a world class law firm management conference on the Management of the Modern Law Firm at a world class destination – The Resort at Squaw Creek. 

This seminar is tailored to current and future law firm leaders. This year we are pleased to offer dynamic speakers for interactive sessions in the areas of marketing, branding, leadership, work/life balance, IT and cyber security, sexual harassment training, and the invaluable law firm survey. Network with colleagues and obtain specialty credits for the sexual harassment training (which is mandatory for all employers with over five employees) and possible specialty credits for the work/life balance sessions. This is a perfect opportunity to engage future law firm leadership! 

Did we mention the destination! The Resort at Squaw Creek is family-friendly and provides the perfect atmosphere to kick back and enjoy the resort with your family, friends, and colleagues. Take a trip to the Olympic Village, play a round of golf (or two!), and hang out at the pool. 

How Your IT Security and IT Insurance Work Together 

Speakers: George Passidakis, Scott Putnam, and Kevin Sullivan 

Law firm cybersecurity is no longer an obscure topic of the past. It is here and will forever be a part of the law firm landscape. Are you protected? Are you meeting the requirements of your cybersecurity insurance? Where insurance can and cannot help. What measures do you have in place? Learn from industry leaders in this interactive 

Interested? Visit to register.

WCICYT for 7.15.19 THE IDES OF JULY (Nobody important was assassinated on this date... I think?)

Hey Connectors! How goes it?!? Here's our list of connections we made. Feel free to add your own!

  • Rugby Player to a sports dentist for a custom mouthguard

  • Investor to a New Restaurant Venture

  • Mortgage Broker to a group (Ask me for more info on

  • Construction Manager to a Personal Lines Insurance Broker

  • A Mom and Pop Eatery to a Commercial Bank

  • Private Bank VP needed a Commercial Real Estate Broker

  • Set up a buddy's remodel project with MY Clients: An Electrician, a Painter and a Plumbing company!

Who Can I Connect You To?


Morning Connectors!

Morning Connectors!

A small break while the grandparents are here! Here's are this week's connections:

  • A local bank wanted office space at WeWork

  • Also at WeWork, got a good friend and former client an interview to work there!

  • A major food delivery company needed driver analytics for performance and safety measures

  • Investor was looking to get into REITs, so I connected her to 3 sources

Who Can I Connect You To?

WCICYT: Two GREAT Connectors!

HELLO Connectors!  This week in "Who Can I Connect You To?"

This week, I'll do my usual list of connections, and introduce to you 2 GREAT connectors who helped me here in Mill Valley.

My Realtor Beth Brody (


With her Lauren Bacall voice, Beth is a master networking on top her residential real estate expertise.  After we settled in, she immediately connected us to a cleaning service, a landscaper, a donation center (you discover a ton of things you do NOT need in a move!), and an introduction to the developer who renovated our home!   Beth continues to refer business to me, and I to her!  Can't wait to buy that income property....

I recently joined the Mill Valley Chamber of Commerce,  I met Jim Welte ( 415-388-9700) who not only featured ME in a Chamber newsletter but then went on to connect me to a local group, a printing company, and is helping me introduce HS kids to the trades!

If you're ever in Mill Valley, looks us up!

And, lastly, my connections made:

  • A business owner received a collections letter from the EDD.  I referred him to Bob Crane of

  • Two rugby teammates, from different teams I plated with, were at the same match.  I connected them via social media, and now they're on the same club!

  • A realtor that works with Beth needed a homeowner's quote in a tough area, so I sent his client to my go to, Bob Lanier at

Thanks for reading, and connect well my friends!