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James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing His Virtual Family Office & Team-Based Model

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James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing His Virtual Family Office & Team-Based Model

Published on January 30, 2024

James Lavorgna discusses the benefits of a virtual family office.

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model/ 

In the episode, it is mentioned that James’ family office operates on a team-based model with five pillars of proficiency: advanced tax planning, risk mitigation, wealth management, legal services, and business advisory services. This indicates that the family office recognizes the importance of coordination and communication among specialists in these different areas to provide a holistic approach to manage wealth and provide comprehensive services to clients effectively.

The virtual family office is described as a team of over 60 specialists, who work directly with the client. These specialists are not strangers to the client, as they have undergone comprehensive due diligence and become part of the proactive planning team. The team includes professionals in each needed area, including the client’s tax advisor, and together they analyze the client’s situation and prioritize their pain points – both in their business and personal life.

This diagnostic and analysis are done in collaboration with the client, planning team, and specialists, indicating the need for effective communication and coordination between all parties involved. Furthermore, the episode mentions that the family office aims to also help clients implement the recommendations and solutions discussed in the meetings. This implies that coordination and communication are crucial in ensuring that the client’s needs and goals are understood and effectively addressed by the specialists.

Once the priorities are identified, the team works individually on each one over the term of the engagement, whether it’s a year or two years, to implement the necessary strategies and solutions. The client is involved in the decision-making process and can suggest what they think is important. The team then helps the client implement those suggestions. The episode emphasizes the importance of specialization and expertise. James Lavorgna mentions that they would rather work with someone who specializes in one thing and does it 100 times, rather than someone who tries to do 100 things one time. This highlights the value of having a team of specialists who can handle different aspects of financial planning, such as insurance, accounting, legal or business advisory. The virtual family office and team-based approach are praised for providing a comprehensive and personalized experience for clients.

James explained: “We make wealth simple for successful business owners in high net-worth families. Through the use of our virtual family office and team-based model, we turn complexity into simplicity. Valuable insights are drawn from years of experience resulting in streamlined efficient planning that provides innovative wealth management and tax mitigation strategies! Whether you want to grow your business or exit your business, we help make the transition smooth.”

 

About James Lavorgna

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in, and associated with, the investment industry since 1979. He is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc., a fee-only Registered Investment Advisor and licensed insurance agent.

He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.

He has spent his career consulting with successful business owners and high-net-worth families.

Learn More:
https://spencervfo.com/

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Iowa-Based Dental Office Focuses on Relaxing, Spa-Like Patient Experience

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Iowa-Based Dental Office Focuses on Relaxing, Spa-Like Patient Experience

Published on February 28, 2024

Gentle Family Dentists is anything but ordinary. It’s all in their name. They focus on a gentle, relaxing dental experience with unparalleled dental care.

“We are the only office in Iowa that gives nitrous oxide for free,” shares Dr. Moreno, who has over 40 years at the practice. “Complimentary nitrous, alongside ceiling TVs and headphones, creates a relaxed atmosphere for patients of all ages. We often see patients who have put off coming to the dentist out of fear, but once they’ve experienced coming to Gentle Family Dentists, they understand what makes us so unique.”

Gentle Family Dentists resembles a spa retreat more than a dental office. A dedicated relaxation room fully equipped with a massage chair allows patients to unwind before or after their appointments rather than in a traditional waiting room.

To enhance the spa-like experience, they will be expanding the relaxation offerings starting in March. Each patient will have the opportunity to choose from a menu of treatments, including a hand softening treatment, an under-eye treatment, or a shoulder massage.

The practice caters to all ages, providing a comfortable and enjoyable dental experience even for children. Dr. Moreno adds, “Especially for our young patients, the nitrous while watching Disney makes them so relaxed and comfortable.”

With three experienced dentists and a highly skilled team, Gentle Family Dentists ensures that most treatments – including dental implants, orthodontics, botox, and dermal filler – can be done in-house, minimizing the need to refer their patients to other specialists.

They are also committed to accessibility. Unless all three dentists are in a seminar, somebody is usually ready to answer patient questions over the phone. With three convenient locations in North Liberty, West Liberty, and Muscatine, Iowa, patients can count on a relaxing, calming experience for any age.

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Daphna Levy’s “Stop Fighting and Start Communicating” Tops Multiple Bestseller Lists

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Daphna Levy’s “Stop Fighting and Start Communicating” Tops Multiple Bestseller Lists

Published on February 28, 2024

Daphna Levy’s latest book, “Stop Fighting and Start Communicating,” achieves #1 bestseller status, featured on renowned bestseller lists and is transforming relationships globally.

The highly anticipated book by renowned marriage coach Daphna Levy, “Stop Fighting and Start Communicating,” has taken the literary and self-help world by storm since its launch on February 20, 2024. Ascending rapidly to #1 bestseller status, the book has been recognized on multiple prestigious bestseller lists, including those focusing on Counseling, Couples & Family Therapy, Relationships, Marriage & Long-Term Relationships, and Health, Fitness & Dieting categories.

Daphna Levy, with a career spanning more than three decades, has become a vanguard in the field of relationship counseling. Her latest book’s remarkable success is a testament to her profound impact on couples and individuals striving for healthier, more communicative, and loving relationships. Born in Israel and having enriched her perspective with experiences across three continents, Levy’s advice resonates with a global audience.

“Stop Fighting and Start Communicating” is a comprehensive guide that delves into the complexities of interpersonal conflict and provides practical solutions for restoring harmony. The book highlights Levy’s unique approach, blending blunt honesty with deep compassion, and offers effective techniques for resolving disagreements without animosity.

Amidst the excitement of the book’s successful launch, Daphna Levy shared her heartfelt gratitude:

“I am deeply moved by the response to ‘Stop Fighting and Start Communicating.’ To see it embraced so enthusiastically, appearing on bestseller lists, is extremely rewarding. My greatest hope is that it continues to foster understanding and love in relationships. I am truly thankful to my readers for joining me in this journey to improve the way we connect with one another. This achievement is not only mine; it belongs to every reader who has sought to bring positive change into their life and relationships.”

Following the critical acclaim of her 2014 book, “Picking Right,” Levy’s newest publication builds on her extensive expertise and offers even more advanced strategies for those navigating the intricacies of long-term relationships.

The launch was highlighted by a special promotion that made the Kindle version of the book accessible to a wide range of readers. The practical tools, such as the Smart Relationship AnalysisTM included in the book, have been lauded as game-changers for couples looking to enhance their understanding of each other and their relationship dynamics.

As the book continues to receive praise and recognition, Daphna Levy’s impact is evident in the multitude of relationships revitalized by her wisdom. “Stop Fighting and Start Communicating” stands as an indispensable resource for anyone seeking to foster a harmonious, loving relationship.

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Natalie Raitano: A Journey from Hollywood to Fitness Guru – Unveiling Superbodies by Nat

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Natalie Raitano: A Journey from Hollywood to Fitness Guru – Unveiling Superbodies by Nat

Published on February 27, 2024

Natalie Raitano, renowned for her roles in Hollywood, has launched Superbodies by Nat in Rostraver, Pennsylvania, marking her transition from entertainment to becoming a fitness guru. This venture embodies her passion for fitness and her entrepreneurial spirit, inspired by her father’s business acumen.

From the glitz and glamour of Hollywood to the empowering world of fitness, Natalie Raitano has embarked on a transformative journey, culminating in the launch of Superbodies by Nat in Rostraver, Pennsylvania. This new venture is a testament to Raitano’s enduring passion for fitness and her commitment to inspiring others to achieve their health and wellness goals.

Raitano, best known for her dynamic roles in Pepsi commercials, music videos, and as a series regular on the hit TV show V.I.P. alongside Pamela Anderson, has always harbored a deep love for fitness. “True to my first love, fitness, I transitioned to a full-time career, becoming a master trainer and an inspiration,” Raitano shares. This pivot from entertainment to fitness was driven by her desire to make a tangible impact on people’s lives through health and wellness.

Superbodies by Nat is not just a fitness center; it’s a reflection of Raitano’s journey and her entrepreneurial spirit, deeply influenced by her father’s business acumen. The establishment of this fitness hub marks a significant chapter in her life, blending her passion for fitness with her innate business savvy.

Raitano’s path has been marked by resilience and determination. She openly discusses the challenges she has faced, saying, “In my life’s journey, I’ve learned that losing everything is just the start of finding your way back.” These words encapsulate her approach to both life and business—viewing setbacks as opportunities for growth and renewal.

 

Reflecting on her experiences, Raitano acknowledges the strength she has drawn from adversity: “The toughest times in my life have been the foundation of my strength today.” Her journey serves as an inspiration to many, demonstrating the power of perseverance and the importance of pursuing one’s passions.

Superbodies by Nat offers a variety of fitness classes and training programs tailored to meet the needs of individuals at every stage of their fitness journey. Raitano’s goal is to foster a supportive community that empowers individuals to discover their strength, resilience, and joy through fitness.

About Shine On Success Podcast

The Shine On Success Podcast, hosted by Dionne Malush, entrepreneur and owner of Realty One Group Gold Standard, is dedicated to exploring the journeys, challenges, and triumphs of today’s entrepreneurs. Each episode is crafted to inspire, educate, and empower listeners, whether they’re just starting out or are seasoned business owners.

For more information about Superbodies by Nat and to connect with Natalie Raitano on her remarkable journey, please visit her YouTube channel or follow her on social media at:

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