Many are sitting on the fence Robert Manasiersuccessmagazinesltd.com/archives/2012/September... ·...
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20 SUCCESS SEPTEMBER 2012 21 SEPTEMBER 2012 SUCCESS www.successmagazinesltd.com www.successmagazinesltd.com Success Magazine: Bob, you’ve earned the moniker “coach” for more than just your seven years in Saratoga American Little League, where you are currently president and a key driving force to get the East Side Rec Fields renovated. To what else do you owe this nickname? Robert Manasier: Well, over the years I have advised, run, and launched over eighty-three start-ups through my firm In Focus Brands and have consulted to countless businesses and individuals through my years as a financial advisor. SM: You just launched a new company, Diamond Point Advisory Group, with long-time local business owner David Fragomeni, CFP. What is your focus for this new endeavor? RM: Diamond Point is a complete financial service firm. Our primary focus is our clients; to be there for them and to be relevant in their lives. SM: Why is this financial service practice so important to you right now? RM: There are three main reasons: I love the community and I really want to be more involved in community- based initiatives. I also love the comprehensive team created and the unique aspects of Diamond Point to meet the local needs of business owners and families. And, I want to get off the road and spend more time closer to home assisting start-ups. SM: What is your financial background? Why did you choose a financial service firm specifically? RM: I have been involved in capital raises, cash flow/liquidity solutions and money management for over twenty years for my own companies and for my clients. I wanted to add this local service to my complement of advisory solutions to greater serve the area and to be able to guide more people and companies locally. SM: How will your approach to the financial service industry differ from other firms in your field? RM: We are going to take a comprehensive view. We want to know everything about our clients. We want to know what their goals are, and from those goals, we will work backward toward their plan so they can see results over time. The motto TO BE OF SERVICE takes precedence over all we do as a team and we are passionate about being there for our clients. We have created a product-agnostic, solution-centric practice that has as its goal: trusted advisor status to all of our clients. SM: Who is your target market? RM: As an entrepreneur, my main focus will be to work with entrepreneurs. We understand the needs of businesses so it is easy for us to provide solutions that will be relevant and help them meet their goals. Obviously no entrepreneur exists in a vacuum, so we will be working with the entrepreneurs, their families, and key executives as well. SM: How will you provide these solutions? RM: Our philosophy is to simplify the financial picture for our clients. No one or no company can start any financial discussions without first looking at cash flow, capital needs and available liquidity. After that is understood, protecting and growing can be planned. Our practice and advice lives in the real world of personal and business finance. This real world directness stems from our operating from start-up, many companies over thirty years of entrepreneurship. SM: What is your plan for the future of Diamond Point? Where do you hope to develop your business? RM: We opened an office in Saratoga so that we can stay local. David, my partner, and I are very involved in the community, so we are looking to establish a strong clientele here. But my previous companies are national, so we will continue to work with clients across the nation. We are already interviewing for the next level of service providers for our practice. Our collaborative and complementary team is very focused on working as a true team for all our clients so the hiring process will be exhaustive, but well worth it for the firm and for our clients. SM: There is great competition in the financial arena. How will your company differ from the big house financial service companies? RM: Our job is to provide our clients with a better opportunity to do what they do best. We can take the pressure off their managerial structure by ensuring that their financials are managed and by giving them a roadmap to their goals. The first process is to make sure they have cash flow and liquidity. We then analyze all their insurance needs. The third step is handling the executive side of a business—executive compensation, 401K, or some type of a retirement account to make sure that they are maximizing the money they are making. We are trying to limit taxes and provide advice to achieve their ultimate goal. We want to be alongside our clients when they need us. It is the questions we ask our clients that set us apart. I am in the business of meeting people, connecting them to someone who can help, and directing them to the proper solutions. SM: As an entrepreneur, you know that in this economy, business owners and professionals are unsure of their financial security. Many are sitting on the fence waiting for the recession to change. Trust in the financial service industry is critical. Why should investors entrust their future to Diamond Point? RM: We will earn our clients’ trust so they want to be with us. Developing a relationship with our clients is a multi-step process. We spend a good deal of time going through the courting and honeymoon stage before we develop the performance- based trust needed for a lifetime relationship. We are committed to them. SM: What is your five-year plan for Diamond Point and how will you implement it? RM: We have a lifetime plan. Our plan is to grow our client base, develop our relationships, be a very strong practice, and grow within our region. We will be involved heavily in our community. We are looking for a long-term relationship, not a quick sale. Robert Manasier Founder/Managing Director
Transcript of Many are sitting on the fence Robert Manasiersuccessmagazinesltd.com/archives/2012/September... ·...
20 SUCCESS SEPTEMBER 2012 21SEPTEMBER 2012 SUCCESS www.successmagazinesltd.com www.successmagazinesltd.com
Success Magazine: Bob, you’ve earned the moniker “coach” for more than just your seven years in Saratoga American Little League, where you are currently president and a key driving force to get the East Side Rec Fields renovated. To what else do you owe this nickname?
Robert Manasier: Well, over the years I have advised, run, and launched over eighty-three start-ups through my firm In Focus Brands and have consulted to countless businesses and individuals through my years as a financial advisor.
SM: You just launched a new company, Diamond Point Advisory Group, with long-time local business owner David Fragomeni, CFP. What is your focus for this new endeavor?
RM: Diamond Point is a complete financial service firm. Our primary focus is our clients; to be there for them and to be relevant in their lives.
SM: Why is this financial service practice so important to you right now?
RM: There are three main reasons: I love the community and I really want
to be more involved in community-based initiatives. I also love the comprehensive team created and the unique aspects of Diamond Point to meet the local needs of business owners and families. And, I want to get off the road and spend more time closer to home assisting start-ups.
SM: What is your financial background? Why did you choose a financial service firm specifically?
RM: I have been involved in capital raises, cash flow/liquidity solutions and money management for over twenty years for my own companies and for my clients. I wanted to add this local service to my complement of advisory solutions to greater serve the area and to be able to guide more people and companies locally.
SM: How will your approach to the financial service industry differ from other firms in your field?
RM: We are going to take a comprehensive view. We want to know everything about our clients. We want to know what their goals are, and from those goals, we will work backward toward their plan so they can see results over time. The motto TO BE OF SERVICE takes
precedence over all we do as a team and we are passionate about being there for our clients. We have created a product-agnostic, solution-centric practice that has as its goal: trusted advisor status to all of our clients.
SM: Who is your target market?
RM: As an entrepreneur, my main focus will be to work with entrepreneurs. We understand the needs of businesses so it is easy for us to provide solutions that will be relevant and help them meet their goals. Obviously no entrepreneur exists in a vacuum, so we will be working with the entrepreneurs, their families, and key executives as well.
SM: How will you provide these solutions?
RM: Our philosophy is to simplify the financial picture for our clients. No one or no company can start any financial discussions without first looking at cash flow, capital needs and available liquidity. After that is understood, protecting and growing can be planned. Our practice and advice lives in the real world of personal and business finance. This real world directness stems from our operating from start-up, many
companies over thirty years of entrepreneurship.
SM: What is your plan for the future of Diamond Point? Where do you hope to develop your business?
RM: We opened an office in Saratoga so that we can stay local. David, my partner, and I are very involved in the community, so we are looking to establish a strong clientele here. But my previous companies are national, so we will continue to work with clients across the nation. We are already interviewing for the next level of service providers for our practice. Our collaborative and complementary team is very focused on working as a true team for all our clients so the hiring process will be exhaustive, but well worth it for the firm and for our clients.
SM: There is great competition in the financial arena. How will your company differ from the big house financial service companies?
RM: Our job is to provide our clients with a better opportunity to do what they do best. We can take the pressure off their managerial structure by ensuring that their financials are managed and by giving them a roadmap
to their goals. The first process is to make sure they have cash flow and liquidity. We then analyze all their insurance needs. The third step is handling the executive side of a business—executive compensation, 401K, or some type of a retirement account to make sure that they are maximizing the money they are making. We are trying to limit taxes and provide advice to achieve their ultimate goal. We want to be alongside our clients when they need us. It is the questions we ask our clients that set us apart. I am in the business of meeting people, connecting them to someone who can help, and directing them to the proper solutions.
SM: As an entrepreneur, you know that in this economy, business owners and professionals are
unsure of their financial security. Many are sitting on the fence waiting for the recession to change. Trust in the financial service industry is critical. Why should investors entrust their future to Diamond Point?
RM: We will earn our clients’ trust so they want to be with us. Developing a relationship with our clients is a multi-step process. We spend a good deal of time going through the courting and honeymoon stage before we develop the performance-based trust needed for a lifetime relationship. We are committed to them.
SM: What is your five-year plan for Diamond Point and how will you implement it?
RM: We have a lifetime plan. Our plan is to grow our client base, develop our relationships, be a very strong practice, and grow within our region. We will be involved heavily in our community. We are looking for a long-term relationship, not a quick sale.
Robert ManasierFounder/Managing Director
