Ideal Clients
Business owners facing internal disputes and wanting to separate from their partners would want to seek out this attorney.
Who is Jamie Dupree?
This commercial lender has made President's Club several times, and was awarded 2018 CREW East Bay Most Valuable Member, and 2017 Bisnow Bay Area Power Women of Commercial Real Estate.
Who is Cheryl Hayes?
💜💰💵🪙
Dale Marie Golden
This wealth advisor is our DEI ambassador and specializes in helping women & families with financial and retirement planning, social impact (ESG) for families, nonprofits, and family offices
Who is Allison Kvikstad?
This is a type of testimonial where you thank someone for doing you a favor that may not relate to your line of work.
What is a thankamonial?
Lawyers who need help managing their balance sheets and IOLTA account in compliance with State Bar requirements are ideal clients for this accounting professional.
Who is Margaret Schopp?
I have made Forbes Top Financial Security Professionals, Million Dollar Round Table and National Association of Insurance and Financial Advisors
🙅♂️💔🙅♀️
Terry Szucsko
This HR professional brings expertise in benefits, compensation, leadership coaching, and HR operations to help small to mid-size companies unlock their human potential.
Who is Leslie Hensley?
This is the type of testimonial that is a short, traditional Japanese poem with three lines and a 5-7-5 syllable structure.
What is a haiku?
Anyone involved in disputes related to property transactions, construction defects, tenant issues, or boundary disagreements would need to seek out this attorney.
Who is Scott Freedman?
Allison Kvikstad
👨👩👦👦💰🏡
Jason Wizelman
This financial advisor is an instructor in finance and business management, and helps individuals plan for their financial futures, and specializes in financial strategies, insurance and tax deferred college education savings.
Who is Catherine Pinkas?
This rule refers to spending the majority of the time while giving a testimonial to the referral giver.
What is the 80/20 or 90/10 rule?
I want to stand out in a competitive market by boldly telling their stories to attract ideal clients
Robert Friedman
👨👩👧👧🏡📑
Jamie Santos
This wealth advisor specializes in all aspects of asset protection and retirement planning, including life, disability and long term care insurance, annuities, and pension planning.
Who is Tammy Plotkin-Oren?
This is the nickname where guests travel in herd and give a testimonial to each other.
What is a guestamonial?
I need help recruiting, training, and managing employee relations within an organization.
Leslie Hensley
In her spare time, she teaches at UCSF law, teaches fitness class every Saturday, runs every Sunday and hits boot camp every weekday.
Who is Julia Jayne?
💻🔒
Garrett Goldman
This family law attorney and new member of OAK1 specializes in family law on issues including divorce, custody/visitation, child/spousal support, property division, pre-nuptial agreements and post-Judgment issues.
Who is Molly Laughlin?
This is the discouraged practice of giving a testimonial right back at someone for giving you a testimonial.
What is a boomerang or rebound testimonial?