Welcome to DTP: Berkeley, CA
About Divorce Transition Professionals (DTP)
Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specializes in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more...
This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.
September's Program
What if you could have an amazing business and a spectacular life?
Imagine having a team of advocates bringing you a steady stream of clients. What if having fun, doing the activities you love to do, and being around people you enjoy also brought you business? Interested? You are in luck! Our speaker, Maile Collmer, specializes in helping entrepreneurs build influence, connections, and business through the referral process. Yes, her clients have amazing businesses and spectacular lives, and they become the go-to person in their area of influence.
Presented By:
Maile Collmer
Master Referral Coach
www.mailecollmer.com
What if you could have an amazing business and a spectacular life?
Imagine having a team of advocates bringing you a steady stream of clients. What if having fun, doing the activities you love to do, and being around people you enjoy also brought you business? Interested? You are in luck! Our speaker, Maile Collmer, specializes in helping entrepreneurs build influence, connections, and business through the referral process. Yes, her clients have amazing businesses and spectacular lives, and they become the go-to person in their area of influence.
As the founder of The Referral Studio and owner and master referral coach for Asentiv® Contra Costa, Maile has delivered training, seminars, and workshops for thousands of entrepreneurs through organizations like BNI, Chambers of Commerce, and Keller Williams Realty.
Internationally recognized as one of the world’s leading experts on networking and referral marketing, Maile teaches her clients how to build the “right relationships” to multiply their networking results up to 7 times while reducing their working hours by as much as 38%.
Maile enjoys playing golf, wine tasting, dancing, and traveling. She is a fan of football, and baseball, and especially loves her UCLA Bruins! For Maile, networking and referrals are a way of life and these fun activities frequently increase her networking results!
DTP Berkeley Chapter Leader
Jason Russell
Edward Jones - Financial Advisor
Phone: 510-844-4772
eMail: jason.russell@edwardjones.com
I have 30 years of a diverse professional life in international markets. As a 'serial entrepreneur' I built successful small businesses which included bars and restaurants in Prague, an export and distribution business in India; a franchise of English language schools for children in Italy; and finally a real estate investment company in Florida.
Each chapter of my professional life presented its own challenges and opportunities and contributed in profound ways to my ability to assess situations, listen with great care, identify pain points and provide real, tailored solutions. As an Edward Jones financial advisor, I have found my calling.
PHILOSOPHY
I take the time to get a clear understanding of what's important to my clients, then use an established process to build personalized strategies to help achieve their goals. Finally, I partner with them throughout their lives to help keep them on track. Many of my clients seek to achieve their financial goals through investments which are in alignment with their ethics. To that ends, I work deeply with my clients to build portfolios suitable to their financial goals while incorporating ESG investing principles (Environmental, Social, and corporate Governance).
MY CLIENTELE
While I welcome the opportunity to meet with anyone who has questions and/or concerns about their financial life, and to seek mutual agreement if we are a 'good match' of client and advisor, I also focus on two major demographics:
--Early to Mid-Career Professionals seeking to design a 'work optional' lifestyle who may have irregular streams of income (small business owners, real estate agents/real estate investors, sales representatives, etc.)
--Late career households which are approaching or already living in retirement with concerns about maximizing their investments to live a full life in a tax efficient way, not outlive their money and leave a legacy for their loved ones and/or charitable causes important to them.
DTP President & Founder
Neil Palache
The Wealth Creator Company For Women
Phone: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com
Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.