From Cause Marketing to Estate Planning

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Unknown Speaker 0:00
You're listening to locally produced programming created in KU NV studios on public radio K, u and v 91.5. You're listening to special programming sponsored by the cars marketing Chamber of Commerce. The content of this program does not reflect the views or opinions of 91.5 Jazz and more the University of Nevada Las Vegas or the Board of Regents, the Nevada System of Higher Education.

Unknown Speaker 0:37
People live in the whole world. Here, everyone and welcome to the business of giving podcast. My name is Guy Dawson and I am the founder and executive director of the cause marketing Chamber of Commerce. We are an organization that brings businesses and nonprofit organizations together to create synergistic relationships that build the community. The business of giving podcast is built to do just that highlight the successes of the home for profit and non profit sectors, the ways that they can work together and we are looking forward to having a another year of being able to bring these two pillars of the community together on this radio show. If you'd like to learn more about the cause marketing Chamber of Commerce, cause marketing This valuable show was made possible through the generosity of our series sponsor solar up an energy solution and conservation company specializing in solar and battery storage systems, including solar panels to learn more about them, Seoul We're at the beginning of a new year. It's an exciting time. And I know that my co hostess with the mostest I'm so corny. I just keep saying it. I can't stop saying it. Maria. Every week, I say I'm not gonna stay the most this and I do it anyway. Happy New Year, Maria, Happy New Year to you as well, the Aarthi so many exciting times, we're gonna have a whole nother year to be involved with all these wonderful businesses and nonprofit organizations with different endeavors. Are you excited for the new year?

Unknown Speaker 2:14
Oh, I'm super excited and proud and social issues. Marketing is so important for brand differentiation and for doing well against your competitive set. And so we're here to talk about that. Yes,

Unknown Speaker 2:26
and I'm excited to have two of my friends from the business community who I have known for several years through business networking. And for me, I think the the foundation for what we're doing here now with the cause marketing Chamber of Commerce, and of course, this podcast, the business of giving. So much of it was laid through my experiences working with people like Rick and Penny in the business community through networking. I, when I started our company, classic communications back in 2008, I was able to get all my clients as a result of rubbing elbows with other influencers in the business community. And it's really just such a great way to build a business is to go out there and network and meet people. I know one of the podcasts we did recently, Maria, we talked about networking within the nonprofit world. I mean, it's the masterminds that you create the potential business that you can generate through networking is so valuable. And I just love to have my friends in business to come by the show, especially the ones of course, who have big hearts and understand the importance of supporting worthy causes. And I have two of them in the studio today. First is Penny Tyndall. And she is the principal of best version media. She's got a great publication that's local here in Las Vegas. Welcome to the business of giving show pin.

Unknown Speaker 3:50
Yes. Hello, I am very excited to be on the show and talk to you about my community outreach here in Las Vegas. So tell us about that. So I've been living in Las Vegas since 1989. And I've always been part of the community involvement. And so when I was out looking for what I can do to support local businesses and local causes, I found the forum of best version media. And I came up with desert foothills living which is a Summerlin outreach. And with that, I wanted to support local businesses, but I was always looking for businesses that were community minded. I'm not just going out for businesses looking for profit. I want them to be part of my outreach. And of course that involves the nonprofit sector here in Las Vegas.

Unknown Speaker 4:47
Any questions for Penny Maria?

Unknown Speaker 4:51
Oh, I'd love to hear more about the outreach activities and and the publication itself. Well,

Unknown Speaker 4:57
so the great news is I I work with a lot of local residents, some school teachers, my publication is a monthly publication that goes out to the Summerlin, West and Summerlin area. And what I do is I look for local content, local activities. And I am not a celebrity type of publication I am as a community publication. So everything you read about is something that is dealing with Las Vegas, Las Vegas locals. And just a good forum for people to put articles in at no cost. And I'm also there, of course, to support local businesses.

Unknown Speaker 5:46
Well, you have anything else Maria?

Unknown Speaker 5:48
No, I mean, I'm actually online looking at the covers, and they're beautiful, and they're heartwarming.

Unknown Speaker 5:54
So that's the unique part. Maria, thank you for that. I actually, the reason why I really jumped on board with this concept is on the cover is a neighbor, that person actually lives in my community. They can be a business owner, they could just be a school teacher, they are a resident here in Las Vegas. We do a professional photo shoot, we send them a family questionnaire, and we ask them why they love their community. And we also ask them what they do in the community. And I'm surprised to hear how many families really support the local business businesses here in Las Vegas. So yes, if if somebody out there is living in Summerlin, I'm always looking for family cover stories. Of course, that is something that brings people to open up the pages as they say,

Unknown Speaker 6:54
I know one, though. Oh, go ahead. Maria, you got more to say? Well,

Unknown Speaker 6:59
I'm looking at this beautiful cover that says work living team up for hope. And it's just a stellar example of this concept. Can you talk to us a little bit about that initiative.

Unknown Speaker 7:12
I don't know exactly which cover you're talking about. But on All my publications, I do a nonprofit, a local nonprofit and every publication along with some type of animal foundation, I tried to stick with what my neighbors have been requesting. And, and I also put any local events that I see on my calendar. And so if there are any local events that would like to be in the publication, it's free of charge. And I'm always looking to build people's businesses and build their, you know, organization and their charity foundations.

Unknown Speaker 7:55
I know that in the time that I've been in business penny in the public relations and marketing world that we have a lot of contact with the media. And there has been such a shift in the way that media is presented over 15 years now that we've been in business. When I first got in business, we were still reading newspapers. And we were doing a lot of things that are just becoming obsolete, but local media, even in the hard version, I mean, digital obviously has really exploded, so many people are getting their information digitally. But as far as local publications are going just as strong, if not stronger than they have been going in the past, do you? Why is that? Why do you feel that?

Unknown Speaker 8:39
Well, number one, there is so much static in the social media world, it's really hard to be seen. So with our publication, what we do is we try not to say advertise, we talk about sponsorship about branding, and being part of the community. So all my local sponsors, they get an opportunity to write a business profile. And in those profiles that kind of lets people know, what are they like, what's their passion, so then they become part of the community. With regards to digital, we do have a digital platform, we do Facebook and Google. And that's great. But the great thing about print and a lot of print is going out it's 88% more effective than digital, they say and that an average person will spend up to 15 minutes looking through a publication and you will not get 15 seconds if you're on the digital market. So usually if you're really wanting to brand, still printing brand, building your brand through print is complementary to what you're doing on the social media platform. It's kind of a win win. You tie it all together. That's what we like to do. You Yes,

Unknown Speaker 10:00
that is definitely a good point that you made about the niching. And people thinking that direct mail or that that physical publications are not valuable. And it's, again, it's not true. It's it's, it's a differentiator, right, Maria sorta like we are as a, as a podcast, we we strive to be a differentiator in our particular niche. Maria, would you like to speak to that? Well,

Unknown Speaker 10:25
I actually wanted to speak to Penny's comments, I mean her if she is unifying community and connecting neighbors, and she's delivering on audience and value. And that is what sponsorship is all about. It's not partnership. It's not a transactional situation. It's delivering on audience and value. And I really salute you for for doing that.

Unknown Speaker 10:48
I appreciate wonderful. Yeah, I appreciate that. Maria, you know, I have done a lot of different businesses, I've always told people that I'm a salesperson. But this, this is not selling. This is all about building relationships. It's about collaborating with local business owners. It's also about collaborating with nonprofits, like a guy was saying a lot of nonprofits, they don't really speak about what they're all about. And so you need to make it friendly. You know, you need to let people be aware. And so people reading an article is a lot easier way to connect with that nonprofit, I feel. And so that is my passion. My passion is people, and my passion is the community.

Unknown Speaker 11:43
Well, it's very commendable that you are offering pro bono media partnerships, because, I mean, in my coaching, this is what I tell people they need when they don't have audience and it's really gracious of you to provide that. Yes,

Unknown Speaker 11:56
I'm here to provide if it's something that the communities want to hear need to hear. That's what I'm all about. I am a public forum for local businesses and local organizations. Absolutely.

Unknown Speaker 12:10
How do you go about deciding the nonprofits that you want to align yourself with? You

Unknown Speaker 12:15
know, what, if they reach out to me, I'm pretty open. I do have my graphic artists and my content coordinator BrandiLyn, she, me and her sometimes sit, and we have conversation at a coffee shop, or maybe it's a zoom, and we kind of come up with a theme for the month. And then with that, we both in Las Vegas for a long time. So we talk about different organizations, we reach out to them. And we ask them, we'd like to write an article, we send them a questionnaire and if they fill it out, we are all about it. And hopefully they send us some pictures. So we can you know, make it more engaging besides the the article, right?

Unknown Speaker 13:00
Yeah, what a wonderful opportunity. But Maria, any anything you want to ask Penny about this. Leveraging opportunity.

Unknown Speaker 13:09
It is a leveraging opportunity. And we will put things on our calendar. A lot of people come to me and they say, Hey, I have something January 15. Well, guess what? I'm already working on March. So you do have to be thinking ahead of the game. Right now, I was putting together February. And I asked somebody who's in the Superbowl, obviously, I'm not a crazy sports fanatic. And they said, We don't know Penny and I go, Wait a minute, I need to do a Super Bowl article. And so instead, I just went and I did something fun. You know. And then you know, I'll celebrate whoever the winner is. Because I cheer for the winning team. That's what I say so. But I'm not a sports publication. So my publication is not going to be sports related. But if somebody has something exciting to write about, I'm always looking for local content out there.

Unknown Speaker 14:09
Yes, it's just such a great opportunity. When I was talking a minute ago, Penny about opportunity. Part of the reason why we developed the cause marketing Chamber of Commerce a few years ago was because we wanted to create opportunities for nonprofit organizations that may not have the huge amount of notoriety or, or the following, to have a place to come so that people can see the valuable services that they provide. And it's great when you see publications such as yours that are willing to give the voiceless May we say sometimes a platform to be able to share what they do so that they can really connect with people who might be able to come along become a sponsor, or reach out to Maria Perez, by the way, because she's the type of person that could teach that type of collaboration. But yes, that's it. What you're doing that with that magazine is really an essence, a lot of what the cause marketing chamber is all about.

Unknown Speaker 15:06
Yes, I believe that businesses and local folks need to brand themselves selves. Sometimes you learn about new passions of life. When you read an article, you're like, wow, I didn't know that, right? And so I tell everybody that every day I want to learn something new. Every day, I want to meet someone new. Because I want to expand my horizon. I want to I want to build on the community. So yes, Maria and guy if if somebody has something to say to the community, and it's on the positive, you know, aspect, then I am all ears, you can definitely contact us at Desert foothills living. Anything

Unknown Speaker 15:50
else you'd like to ask Penny Maria?

Unknown Speaker 15:54
No, again, I just want to applaud that. This. This publication does exemplify what the chamber is all about, in that it's in community, by community and for community.

Unknown Speaker 16:05
Perfect. I love that. Yeah, loving the locals and local nonprofit organizations is something that is so important. And thank you for all the great work that you're doing. Penny we wish you continued success. And if people want to connect with you to learn how to be a part of desert foothills, how can they reach out to you?

Unknown Speaker 16:23
You know what, I am easy, you can, you can call me if you'd like at 702-420-8964 If you want to check out my organization it is you can look at the website at best Persian And I'm always here to listen to what you like to see in our publication. Thank you so great

Unknown Speaker 16:48
to have you as part of the show today. Penny solar up in its channel partners are providing complimentary solar to local charities supporting for Hope link transitional housing properties, feeding pets of Volunteers of America and opportunity village, their founder sits on the board of Nevada Conservation League. By the way, Steve Amelie, our good friend from solar is going to be in the studio again next week with hope blank hope link is a wonderful nonprofit organization. They are a true success story of starting from the very beginnings and growing here in Southern Nevada, they have several chapters, most notably the chapter that they have in Henderson, I have a very good friend who's been a part of that one for a long time. But they do a lot of work together with soul up and they're both going to be on air with us next week for the business of giving. So stay tuned. Steve Amelie he is. We call it call him the cause marketing maniac. I mean, this guy is so committed to his community. And it's always great to have him being a part of our shows and coming bringing his friends along in the nonprofit world. So hope link and soul up will be on the next business of giving podcast. One more thing I wanted to share with you is that the cars marketing chamber is hosting the first annual cars and business cruise October 19 through the 26th 2024. Now we're in 2024. And so now we are getting ready to take a cruise to the Hawaiian Islands, it's going to be so much fun, you'll get a chance to network with giving professionals we're going to do some community service over there. Just a great way to be with people in the cars marketing world. And if you'd like to be a part of this cruise, you can email me info at cause marketing or message center, cause marketing For more info. I have a friend of mine who is here. And we've known each other for several years. And he does a lot to help families. When you're talking about giving giving can take on so many different forms. And one of the ways that you can truly gift someone is to make sure that you get your financial matters in order and Rick cause Grove, he is the president of cause Grow Financial Services is a guy who can do just that, or help you to do just that. Welcome to the business of giving show, Rick,

Unknown Speaker 19:08
thanks so much for having me, guy. It's a pleasure to be here.

Unknown Speaker 19:10
So Rick, as I had mentioned before we met through the networking community and what stood out for me when I met Rick was the way that he talked about helping families avoid probate. So I had some background in the early 2000s. I was in that world selling revocable living trust. So I had some background and what he did. What I really liked about Rick though, is that he His stories were all about relevant things, things that had happened him personally and the way that he had had impacted people with his business on a on a family level. And so that's why we wanted to have them to be a part of the show today. And Rick, tell us about how you serve the community.

Unknown Speaker 19:54
Absolutely guy and and thank you for that. So real quick, Costco Financial Services. is the parent company to save on estate planning, which is a firm where I help families avoid probate. Full disclaimer, I'm not an attorney, I don't provide legal advice. My firm doesn't really focus on the legalities of the documents that we prepare the trusts, the wills, the medicals, the power of attorneys, it has all of that legal jargon, we focus more on what the professionals are going to want the folks that determine the probate, and who's going to force it if certain things aren't in place. So we specialize in putting family's assets in a position to transfer after death. Now, I spent 27 years in a career, a banking career, if you will, where I watched families end up in probate with these documents in place. So I built a business model designed to really ensure that families stay out of probate. And aside from my own family story of how we, we ended up in there, it became my passion project throughout my entire career.

Unknown Speaker 20:58
Wow, and what a passion project. Maria, any anything you want to ask Rick? Well,

Unknown Speaker 21:04
personally, I I commend what you do, I actually have just been through this myself in the last eight weeks, and you know, it truly is a service that you provide in in guiding and coaching these families. Because it's not something that people talk about until somebody passes. So it's super important than I I'd love to hear more about some of the case studies and and experiences you've had with family.

Unknown Speaker 21:35
Yes, certainly. So the first experiences was my own family. You know, between the years of 1992 and 93. We found ourselves in probate several times through some hardships without going deep into the family story. I do seminars where I speak about that quite often. The last case, which kind of changed my outlook on my career was when I became a bank teller, and I was pressed for a loan referral to hit a target. And I asked my grandmother whose house was free and clear if she would do a loan so I can meet a goal. And she obliged and we did the loan and at funding, I was asked by the lender who worked within the same firm, I worked in the same office, if we can fund the loan outside of her trust. And I didn't know anything back then there's a 9093. And I said, Sure. And they said, Yeah, we'll quit claim the loan or the property back to the trust afterwards. Well, grandma passed six days after her loan was funded before a deed got put back in her trust. And now we're sitting in a probate position because I was given a bad advice, essentially. And it was at that moment moment that I decided and reflected after getting kicked out of probate court so often that I'm never selling another product again, I'm going to help people with accounts, ownerships and trusts and make sure family's assets. Now I'm in the banking industry. So it's bank accounts more than anything, are in a position to transfer should they lose their loved one. And throughout the next 27 years, I continue to do that. Now, we opened a lot of bank products and services, but we did not sell them. We focus on account ownership and built trust that way. The banks were doing things, and they're still doing things. And it's not intentional. But they're taking families out of their trusts. And nobody's really following up with these families once the initial funding of the trust takes place. And many of these families have these documents in place, but their assets aren't held in them. And the assets not governed by the trust, if it's not in the trust. So just had to yesterday, it's a common occurrence that happens daily. So the business model I have is really designed on the follow up aspect, how I stay in contact with families, and what have you because I don't benefit on a probate. I tried to help people stay out of it altogether. And when you think about losing a loved one, and you're grieving emotionally, mentally, physically, spiritually, and now you got to add on a probate process and the cost associated with it and the time it's draining.

Unknown Speaker 24:16
I'm right there with you. I have just gone through this. And fortunately, I had someone very much like yourself in my court. But it's it I cannot underscore how important it is for people to consider this before the occurrence. So I commend you for the work that you do. It's It can't be easy, but it certainly is needed.

Unknown Speaker 24:38
Yes, no, absolutely. It's and I tell families have these conversations. We're dealing with death and nobody wants to talk about death. And no have these discussions when everybody's healthy. And you know, when you talk about the probate process, the goal is to avoid it. But if a family is determined to fight over assets after our loved one passes, you know, anybody can force it, if they get a lawyer involved, and I coach families on full transparency, make sure your name beneficiaries, your executors, and so forth know who they are, and everyone's on the same page. And then that just eliminates any any arguing.

Unknown Speaker 25:17
Yeah, I can't even imagine how the my father's death would have unfolded. If that had not all been taken care of, I can't even imagine the people that have to go through that, while they're grieving, it must be just horrific. So again, it's so wonderful the work that you're doing, and it's, it supports our community.

Unknown Speaker 25:37
It does. And one of the primary ways I get back is obviously, you know, if someone can't afford me, we work through it. I've done a lot of complementary work, just I just want people to stay out of courts. I do a lot of seminars, I tell my story, I think when you hear my story and what my family went through, in a short period of time, over and over again, by not having their affairs in order, you'll understand my passion. And then when I speak to my career for 27 years, in the banking industry, from a bank teller to an executive with Chase, you understand my qualifications for what I do. And again, I'm not an attorney, so I'm able to price people in an affordable price range. And, you know, just present a different business model. Yeah,

Unknown Speaker 26:19
I can personally attest to the great work that Rick does. Recently, we had an issue with my mother. And it was she was ill suddenly. And of course, I know better. But you missed the situations that you can get in she needed medical directives. And anyway, it was just great to be able to reach out to someone like Rick right off the bat. He's so knowledgeable, he's so willing to teach and educate. And very quickly, we were able to get things in order. And better sooner than later when it comes to these types of things. We're nearing the end of the show, Rick, but I want to give you at least a minute or so to just kind of wrap this all up. How can people get themselves prepared? And how can they get a hold of you?

Unknown Speaker 27:04
Yeah, so the best way to get a hold of me as you can contact me at my business line, it's 702-867-3280. You can also follow me at probate killer on all social media platforms. I do a lot of educational videos there. And, of course, save on estate Sav O N is the website where there's a lot of information on there as well as to everything I can do.

Unknown Speaker 27:30
Yeah, again, this is a topic as Rick had mentioned, people don't like to talk about death, but is and one of the inevitable things about life is that sooner or later, we will all pass away, and having someone to hold your hand during the preparation for the fact that this is inevitably going to happen to all of us. It is just a wonderful thing. And I support your business wholeheartedly. Rick, I know where your heart is, and I want to wish you nothing but continued success even though it's a tough business that you're in.

Unknown Speaker 27:59
It is and I'm grateful you had me on today to speak to this topic. All

Unknown Speaker 28:03
right, well, we're near the end of this edition of the business of giving podcast, Maria cause marketing coaching, how can people connect with you for you to educate them more?

Unknown Speaker 28:14
Well, if you want to talk about causes social issues, marketing and baking it into the DNA of your business, you can reach me at Maria at cause marketing All

Unknown Speaker 28:26
right, excellent work as usual Maria and of course if you want to learn more about the cause marketing chamber we can be reached cause marketing We have lots of great events that are coming up in the new year new programs and really looking forward to connecting with the community via the chamber as well as this radio show. By the way, you can listen to the business of giving podcast on Spotify, Apple podcast, and Amazon music. The best way is to go to transistor FM, the business of giving. Let's see you can check us out on our social sites at Facebook, Twitter, and Instagram. And as always, I welcome listeners to tune in to the business of giving podcast every Sunday at 7:30am on KU in v 91.5. FM, jazz and more. The business of giving podcast was brought to you by soul UPS underwriting of our series we're looking forward to them being in the studio next week with hope blank. Thank you all again for tuning in. I hope you are having a happy new year and always remember to give and do business. See you next.

Unknown Speaker 29:49
Time the weight of the world on my shoulder. As I'm getting older your people gets older. Most of us only care about money.

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From Cause Marketing to Estate Planning
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