Innovations in Senior Living | 01-27-25

Joe Connolly interviews David Pomeranz, CEO of River Springs Senior Living. Pomeranz discusses the typical process for families considering their services, highlighting the role of the children in decision-making and the support groups offered by the facility. He shares insights into the challenges like advising when to stop driving, showcasing the compassionate side of senior care. Pomeranz reflects on his 40-year career, which began in college with simple activities aimed at making residents feel comfortable, ultimately leading to his current role as CEO. For more details on business success stories, visit wabcradio.com/joe.

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Joe Connolly shares the success story of Essex Financial, a prominent wealth management firm in Connecticut. Chuck Cumello, the president of Essex Financial, emphasizes understanding risk tolerance through real dollar scenarios. The company's growth is largely attributed to referrals from existing clients. Essex Financial collaborates with top professionals, including attorneys and CPAs, to offer comprehensive services such as tax planning and estate management. With offices in several Connecticut locations and managing $3.9 billion in client assets, Essex Financial is recognized as a top RIA firm by Forbes Shook Research.

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Joe Connolly highlights the success of Essex Financial, which has been named a Forbes Top Registered Investment Advisor for the third consecutive year. President Chuck Cumello discusses the advantages of their independent, client-focused approach that attracts even Wall Street professionals. Essex Financial provides wealth management and financial planning services to various clients, including individuals, families, non-profits, and business owners. With 20 skilled advisors managing $3.9 billion in assets, Essex Financial has been recognized for its excellence by Forbes Shook Research. With offices in Southport, Essex, Madison, and Farmington, Connecticut, Essex Financial aims to help clients achieve their financial goals.

On October 8, 2024, SHOOK Research announced that Essex Financial has been selected as one of the Top Registered Investment Advisory Firms in the United States for 2024 by Forbes. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

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Joe Connolly highlights Essex Financial's success in assisting business owners in Connecticut with sophisticated tax planning strategies, particularly for those looking to sell their businesses. Chuck Cumello of Essex Financial explains how the firm collaborates with business brokers and provides clients access to various resources. Essex Financial, recognized by Forbes Shook Research, offers independent, wealth management, financial, and tax planning services, managing $3.9 billion in assets. For more information, visit wabcradio.com/joe.

On October 8, 2024, SHOOK Research announced that Essex Financial has been selected as one of the Top Registered Investment Advisory Firms in the United States for 2024 by Forbes. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

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Joe Connolly discusses a new collaboration between CCNY and MIT that offers a joint business and technology certificate aimed at talented individuals who are primary income earners for their families and might not otherwise attend MIT. Bill Allett of MIT highlights the importance of making such educational opportunities accessible, noting that hundreds have already enrolled. This initiative exemplifies the future of education and the potential for more college partnerships. Allett also remarks that entrepreneurship can be taught and is being effectively delivered through this program.

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Joe Connolly interviews Bill Allett, a leading professor on business growth at MIT's Martin Trust Center, about key indicators of business success beyond increasing sales. Allett highlights the importance of net promoter score (NPS) as a measure of customer satisfaction, emphasizing that happy customers are crucial for sustained business growth. He also mentions the need to validate business concepts in the real world.

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Joe Connolly discusses the impact of artificial intelligence on business growth with Bill Aulet from MIT's Martin Trust Center. Bill emphasizes the crucial need for businesses to incorporate AI or risk falling behind competitors who do. He highlights the importance of understanding one's customer base and avoiding product-centric pitfalls. Tune in next Wednesday for more insights from Bill Aulet on business success, and visit wabcradio.com/joe for additional resources.

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Joe Conley introduces legal expert John D'Agostino of D'Agostino & Associates, who advises against rushing into legal settlements to avoid appearing desperate. D'Agostino prefers working on contingency fee arrangements, only charging clients if they recover money. Apart from his legal career, D'Agostino writes songs for Nashville and is developing musicals for Broadway. His unwavering client dedication is inspired by his father's perseverance, ensuring personalized service and readiness to meet clients' needs.

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Joe Connolly highlights attorney John D'Agostino of D'Agostino & Associates, discussing his dedication to personal injury law. John emphasizes representing real people in pain, ensuring they receive rightful compensation, and advises against firms that engage in 'ambulance chasing'. He shares a personal story about his father's construction accident, showcasing his commitment to client care. Hear more of John's advice for pursuing legal cases and insights on building a successful law firm.

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Joe Connolly features John D'Agostino of D'Agostino & Associates, a firm specializing in personal injury law. John shares how his father's construction accident, which resulted in the loss of his right leg, inspired him to help injured individuals receive compensation during tumultuous times. Despite the challenges, John was driven to succeed and has built a dedicated legal team over 35 years. His commitment to clients is mirrored by his personal experience, emphasizing the firm's client-first approach with the slogan 'We'll bring the folding chair.'

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