Owning a business is challenging – from increasing costs, regulations, competition and more the day to day of being a business owner if often far from glamorous. However, the reason so many of us do what we do is the moments when we are able to come through in a big way for our clients. The moments when we know we’ve made a real difference. Every entrepreneur we know wants to increase the frequency of those moments and so we think one of the best ways to do that is by having people share their stories with others – we can all learn from each other and become better recognizing and executing on opportunities to help our clients win.

Jane Li

When I was working for the art gallery, I met many artists whose works range from oil painting to contemporary art. Some of them are exploring the power of social media to increase their influence and exposure to potential clients but few of them know how to start. Read more>>

Javarah ”Jay” Joseph

Mr. and Mrs. Wilson came to Jay’s Money Secrets with several financial concerns. Despite having steady incomes, they were uncertain on how to manage their finances effectively and grow their money safely. Read more>>

Danielle Wildstein

We have a customer who has a chronic health condition. She hasn’t found much relief from over the counter medications or pharmaceuticals so came into Blue Oak after meeting me out in the community. Read more>>

J. Amyra

A memorable success story would be selling a meaningful piece of my original work. That day, I was asked to explain the concept behind the creation of the piece. Read more>>

Alyssa Sawyer

A woman who was 65 years old who was scheduled for a total hip replacement came in wanting to avoid having the surgery. She was walking with a walker because of the pain and was bone on bone in her hip. Read more>>