In this podcast, Mr. Chris Shepler, Fiduciary Trust Company’s Endowment Expert, shares his approach to helping non-profits, as well as endowment organizations, to pursue an investment plan that supports their asset growth objectives. Commenting that institutions with assets below $50 million have been an underserved segment of the market, he has now made it his mission to bring those same best practices to these smaller yet deserving organizations. As a fiduciary, the prime responsibility of the company is to align its interests with its client’s interests, drafting an investment policy statement that supports their values. Board members, trustees, and donors seek out his advice, whether it’s to review the existing statement or to speak at a conference or forum.

Chris can be reached at [email protected]. The website is https://www.fiduciary-trust.com/our-services/nonprofit-investment-advisors/

The opinions expressed in this discussion are as of the date presented and subject to change at any time. None of the information provided is intended to constitute investment, legal, tax or accounting advice and you should discuss any proposed arrangement or transaction with your investment, legal or tax advisors.

Mr. Dominic Grew, owner and founder of Elevate Business Coaching, shares his insights and expertise on how he works with attorneys who face the unanticipated operational and practical challenges of starting and managing their own practice. Focusing on business management and business growth, his services typically appeal to attorneys who are in their thirties and forties, have young families, and want to take the experience of working in a large law firm to redirect their practice toward a more balanced approach in every facet of their lives, while maintaining career success. In this podcast, he comments in greater detail how he coaches his clients, getting them to verbalize what they think their biggest challenges are and what a feasible solution would look like. Though not bound by geography, Dominic was recently nominated as a top-five finalist in the Massachusetts Lawyer’s Weekly rankings in the Business Development Coach category. He can be reached at 857-272-6391 or [email protected]. His website’s URL is https://elevatebusinesscoaching.com/.

Ms. Amy Mariani joined Communication Commandments’ host Kim Calvi, owner of Boston Edits, LLC, and shared her experience as a mediator and her passion about this niche area of the legal industry. Detailing her diligent and comprehensive approach to conflict resolution, she discussed how she has utilized her transferable legal skills, as well as her soft skills, to build an impressive reputation among fellow attorneys, many of whom have referred multiple cases to her in the areas of employment law, personal injury, or in a business context.

Amy can be reached at Mariani Mediation Services at 617-279-0540, via email at [email protected], www.marianimediation.com or at Amy Cashore Mariani on LinkedIn.

Mike Costello, the appropriately self-named ‘Term Doctor,’ joined the show and shared why he is the best kept secret in securing term or life insurance: Underinsured clients or those who are considered uninsurable, seek him out because their condition falls under the category of ‘adverse risk cases.’ Mike’s understanding approach makes him just the person to work on behalf of his clients and work effectively with underwriters, to provide life-changing coverage and offering reassurance to his patients who are suffering from prostate cancer, breast cancer, diabetes, obesity, to name a few. To contact Mike, please reach out to him at978-590-0064. His email addresses are [email protected] or [email protected]. His website’s URL is www.thetermdoctor.com.

Mike Penzo rocks! In this summer’s podcast, Mike explained in this eye-opening discussion, just how fascinating the study of geology – or, more specifically, hydrogeology – can be. The podcast begins with a description of how New England has been modified by glacial activity and what that now means for residential and commercial property owners. In the rest of the segment, Mike drills down into his experiences cleaning up areas that have been contaminated by oil spills, the residual effects of closed landfills, as well as the environmental and legal ramifications of some of these issues. Before concluding, he offers valuable advice to homeowners about how and what they can do to protect their homes and property. This unique topic is incredible to learn from! Mike can be reached at 617-686-1139, [email protected], or www.penzoconsulting.com.

Just in time to celebrate 29 years in his personal injury law practice, Attorney Ken Goldberg joined host Kim Calvi, Owner of Boston Edits, LLC for this segment of Communication Commandments. During this informative discussion, Ken shared some of the more notable lawsuits over the years and how he approached each one, explaining the different dynamics required to effectively advocate on behalf of an injured party. Whether the case settles before going to trial or not; or, if the case is negotiated through either the mediation or arbitration process, Ken’s steadfast concern for his client’s long-term well-being is his key focus.

http://www.kglegal.com/

Leone Marketing Solutions Showcases A Unique Approach to Offering SWAG to Its Partners

On Tuesday, February 9, 2021, Ms. Rachel Leone of Leone Marketing Solutions appeared as a guest on the podcast show, Communication Commandments, hosted by Kim Calvi, Owner of Boston Edits, LLC.

Recently celebrating eighteen years in business, Rachel shared several examples of how she differentiates her promotional products company from others in the same vertical; namely, that it has everything to do with the detailed level of individualized service, in addition to the quality and creative variety of SWAG she offers her clients, whom she views as partners.

Rachel’s contact information is as follows:

[email protected]

781-740-3171

www.leonemarketing.com

She is on Facebook, Pinterest, Instagram, and LinkedIn, all under ‘Leone Marketing.’

#promotioalproducts #nicheservice #betteranddifferent #conference #companywideemployeegathering #announcement #newproduct #corporatemerger #logos #pantonechips #brandguidelines #trendy #corporateculture #rightpromotionalitem #qualityproducts #brandimaging #tagline #ppeequipment #handsanitizers #masks #gloves #touchlesskeys #safetypromotional products #financialinstitutions #telecommunicationscompanies #smallbusinessowners #hrdirectors #brandinabox #universitystudents #college #socialdistancing

On Wednesday, January 20, 2021, Attorney Peter Herbst of Herbst Law Group, LLC was a guest on the Communication Commandments podcast show, hosted by Kimberly Calvi of Boston Edits, LLC. The informative and animated podcast focused on two niche areas within his estate planning and tax planning law practice.

In this segment, Peter discusses how he works with his clients to help them prepare their estate planning, often using his knowledge of tax law to exact the best outcome for designated beneficiaries and avoiding expensive tax ramifications. He also articulates that his ideal clients are families in the $1 million to $10 million range.

Attorney Peter Herbst can be reached at [email protected] or by calling 781-843-5034. His LinkedIn page can be found at https://www.linkedin.com/in/peterherbst/. His Facebook page is https://www.facebook.com/herbstlawgroup.

#estateplanning #taxplanning #minimizeprobate #minimizetaxes #survivingfamilymembers #administerestates #administertrusts #managestatetaxreturns #implementtheplans #mastersoflawintaxation #highnetworthindividual #significanttaxpayout #eliminatecertaintaxes #giftingassets #reducetaxes #potentiallyprotectassets #applythetaxcode #irrevocabledecisions #giveupcertainrightstoproperty #taximpact #estateplanningterms #complexestateplanning #secondmarriage #beneficiary #retirementaccounts #idealclient #$1millionto$10millionrange #massachusettsestatetax

Kim welcomes Stan Paine of Paine Auctioneers to discuss the comprehensive value his company offers a diverse client base. In this segment, Stan explains that the generations-old, bicoastal, family business offers high-end auctioneering services for events and charities, as well as for property foreclosures. Stan and Kim discuss at length asset appraisals for industrial commercial interests, as well as for estate and probate, for whom these initiatives benefit, and which dominate a large percentage of the company’s activity. A recently launched virtual store and facilitating online auctions demonstrate how Paine Auctioneers has adapted to pandemic-related restrictions, while sustaining the excelling level of service that clients, business owners, bankers, and investors have come to rely on.