Catalog of Interviews and Bits

Is A Clerical Filing Error To Blame For An Elderly Fresno Resident Being Frozen Out Of Her Trust Fund?

Fresno, California Resident Leslie Revis says that her late husband Larry Revis always provided for their family. Upon his passing in 2016, Larry left Leslie a trust fund, unfortunately the money in the account is frozen. Leslie believes that her account which is managed by Don Vincenti, CFP® of Stifel is inaccessible due to a clerical error.

"My accounts are titled incorrectly. The accounts should now both be Estate accounts but, they are not. They are coded as "deceased" (DECD) status accounts," said Leslie Revis. "Because of the "deceased" status, (versus if they were properly and lawfully titled as estate accounts), attempts to process an external transfer of the assets from the Stifel brokerage to another company cannot be processed by the receiving company."

Revis' daughter Mary Bass says that she is going to the media because repeated attempts to rectify the situation with Mr. Vicenti and Stifel have failed.

"We are getting nowhere. We wish no ill will upon Mr. Vicenti and Stifel however, we cannot but, draw the conclusion that they are responsible for preventing my Mother from accessing her trust fund or even transferring it to another account for that matter," said Mary Bass. "My Mother has tried to transfer all assets from Stifel to E-Trade and to TD America to no avail because a "DECD" coded (titled) account isn't transferable- the Stifel Stockbroker would have to have the assets in an estate account and they refuse to follow any compliance procedure

.

Dan Perkins, is a nationally recognized expert on Foreign Policy and Energy. He is a contributor to DailyCaller.com, Newsmax.com, and TheHill.com. Perkins, is a Registered Investment Adviser with over 40 years of investments experience investing in all asset classes all over the world. Energy has been a core investment for Mr. Perkins and his clients for the last 25 years.

Raynard Jackson, is Founder and Chairman of Black Americans for a Better Future (BAFBF), a federally registered 527 Super PAC established to get more Blacks involved in the Republican Party. He focuses on the Black entrepreneurs.

Fear of failure is very real when you're a leader. After all, a lot is at stake — finances, the livelihood of others, not to mention the future and what happens if your effort doesn't work out. Robin Blakely is a Forbes Coaches Council Coach who works with leader at all ages and stages of their careers.

People don’t like to talk about fear but the truth is many are afraid. Without the right mindset, the ability to make tough decisions may fall apart.

Is fear a real problem?

What should you do to combat fear?

You say to recognize that you are afraid—do people not know when they are afraid or stressed?

You mention dive into Your True Passion---are people afraid to do that?

You are a fan of Winston Churchill and his belief that a busy mind cannot — and should not — be commanded to rest—what does that have to do with stress and fear?

Let’s talk about kinds of common fears that leaders have that they don’t talk about…and what to do about these fears….

The fear about who you are

The fear about what you will say

The fear about wasting time or not choosing how to spend time well

The fear about technology, particularly social media taking too much time and effort in brand building

Guest: Mark Cuban Declares No Democrat Can Beat Trump!