All posts by jdasilvapiloto

Sergio Alvarez - AI Media Group

Ride for Growth – Sergio Alvarez, Your Strategic Partner

Conversations with Sergio Alvarez are like driving a “zoom zoom car” – interaction with him is seamless, pertinent and dynamic.  This entrepreneur provides first-class services to his clients with a combination of 360-degree perspective, empathy, cultural competence, intellectual curiosity and adaptability.  By asking different kinds of questions, he has led his company Ai Media Group to propose solutions that are distinctive from traditional business units.  Sergio says the engine for growth is passion.

“What are you passionate about?” Sergio recalls a general sales manager’s question of his very first job interview.  “I said, cars. Then they told me to clarify and I did.  And as I continued, they stopped the interview and said I was hired.  The reason behind that was if you could have this much passion about something else, that can be translated into sales, and into your career.”  Today as the COO of a company, he is thrilled to find and work with a smart and passionate team.

Sergio Alvarez - Ai Media Group

Sergio Alvarez – Ai Media Group

Sergio’s client-oriented solutions help the digital marketers to maximize their return on investment.  “We all know that 50% of advertising is wasted, we just never knew which part,” Sergio continues.

“We monitor every step of our clients’ customer journey and have touch points behind every single advertising we do.  This is how we are able to curate different solutions for every single advertising we do.”

His people skills, the company’s high-end technology, and him and his team’s enthusiasm convert clients into loyal partners.  The company’s dedication to deliver client-centered solutions has led to 90% client retention rate.

During this conversation, I have discovered where his perfectionism was rooted in.   “I grew up in a hard working immigrant family.  My parents taught me the value of hard work and sense of accomplishments.  I have always tried to be an over achiever.  But I also want to have that success not just for myself but share it with my peers.  I want to make sure that our company is full of people who support each other,” Sergio says.

Sergio Alvarez - Ai Media Group

Sergio Alvarez – Ai Media Group

His over achieving spirit is embedded in his products and services.  “The core of what Google does, is serving the most relevant content.  On the consumer side, we go further as Google Partner, serving the right message at the right time for that particular product or service.”

Sergio’s passion is to accompany every step of the customer journey in order to provide personalized solutions for his loyal clientele.  The “zoom zoom car” has miles to go before he sleeps.

Tags: Sergio Alvarez, Sergio Alvares, Sergio Alvarez Ai Media, Ai Media, Ai Media Group, New York, Sergio Alvarez CEO Ai Media Group, CEO Ai Media Group, #CoolBrandsPeople, CoolBrands, CoolBrands People

Roy P. Kozupsky - Steward and Thought Leader for Legacy Families

Meeting Roy P. Kozupsky – Providing thought leadership to legacy families

The delivery of legal services to affluent families and their family owned enterprises has historically been an industry slow to adapt to consumer changes. Roy Kozupsky’s methods are decidedly different, which is why I’m particularly looking forward to meeting him today.

Roy is a widely recognized and highly respected attorney. He has become a thought leader in how affluent families and their family owned business can utilize legal services in a different manner. His approach yields more value to the families he represents. A guest teacher at Pepperdine University in California, Roy is committed to delivering contemporary and progressive areas of legal thinking to the families he works with.

Having worked and trained as a trusts and estate lawyer for thirty years, his work focus shifted a decade ago. He decided to work exclusively with families whose wealth, prosperity and emotions are all aligned around their family businesses and philanthropic visions.

 

His work for these legacy families and his role as ‘personne de confiance’ – or trusted advisor – demonstrates a passion for a new multidisciplinary field of law and its fundamental principles of helping families. He has the ability and professionalism to first to care about a client’s well being, to try to understand their universe and values and then help them navigate solutions.

 

“How does that relate to the industry’s regular modus operandi?” I ask Roy.

“Selling defined legal services does not work for this field. For practitioners servicing these families, ours should not be a transaction business.”

 

Private client services in law is an essentially intimate field, particularly Roy’s practice of working with legacy families. After graduating from law school, he joined a firm specialized in trust and estate law. A serendipitous event. He had always demonstrated a keen interest in understanding human behavior, and this focus allowed him to combine his passion for law with working with family owned enterprises.

“How are these linked?” I ask.

“Understanding family behavior around their wealth and values is a critical aspect of law. What motivates thought patterns concerning their family and wealth? What values does a family cherish? Consider for instance a family business. The business itself is intimately connected, interwoven if you will, within the identity of the family.”

 

Even in today’s global economy, over 80% of all American businesses are privately held. Research seems to indicate that there are complex reasons why many family owned businesses do not make it to the next generation.

“For those families interested in perpetuating their wealth, values and philanthropic goals beyond one generation,” Roy continues, “it’s important to me to render contemporary multidisciplinary legal advice. To operate beyond the scope of what might be traditionally delivered in legal services, to help these legacy families thrive, from one generation to the next.”

 

Roy has seen how the world of law has strayed from its original purpose: to care for and help a family navigate the likely tumultuous events they all will face and help them understand how contemporary research surrounding family wealth and business planning can be integrated into their legal strategies.

I offer: “A principle that you dismiss outright?”

“I’m not interested in just doing transactional work and making a fee and then never hearing from a client until many years later. I want to deliver quality work that helps my clients move forward and navigate the most important issues that keep them up at night. Mainly the health, human and financial issues of their family. Money is not the measure of my success.”

 

Roy is passionate about his approach to law – his thirst for knowledge is unquenchable. He was and is profoundly influenced by his mentors. They pushed him to continue to ask questions, teaching him never to take anything at face value, but to persist and delve deeper and continue to develop as a professional and an individual.

“I want to bring about change in my particular area of legal work. A change born out of a deeper appreciation of what families need instead of what lawyers are selling.”

 

Tags: Roy Kozupsky, meeting Roy Kozupsky, #RoyKozupsky,CoolBrands People, #CoolBrandsPeople, family office, family office lawyer, lawyer, legacy families, CoolBrands, #CoolBrands, around the world in 80 brands, #ATW80B, Around the world, 80 brands