Time & Location

Time & Date:
Every Tuesday from 7am until 8:31am

Location:
Paradigm Financial Group, Inc
120 Arrandale Blvd. Exton, PA 19341
Click here for the map

Le Tip Le News

LeTip Chester County East, the premier, referral networking group of Chester County, held another informative meeting on Tuesday with visitations. We enjoyed the company of guest Bruno Contro D.C. of Family Care Chiropractic & Wellness Center. Welcome Bruno!

SPEAKERSJack Ansley of John H. Ansley Studio (portrait and landscape photography) and Sue Bullock of Tuttle Marketing (promotional products)

1st Speaker: Jack is passionate about converting your sports, military, business or family photos into the form of polished plaques or professionally photographed or enhanced pictures or posters. He can also add names, location, date or other details to better describe the image being viewed. Jack shared a presentation of his beautiful work. With Jack’s photographic talent and design experience, he can transform a plain picture to a cherished memory that can be proudly displayed in any business lobby, school hall or family home. Please send your leads to Jack!

2nd Speaker:   Sue enjoys working with a broad array of companies and schools that would like to increase brand awareness with logo’d promotional products. She shared with us anecdotes on the power of listening to friends, family, clients and colleagues to uncover leads for other LeTip members. A good lead for Sue is a business or athletic facility interested in setting themselves apart from their competition, as well as educational institutions that wish to express their school spirit in unique and exciting ways.

QUALIFIED TIPS CIRCULATED:  At this week’s meeting we circulated a 23 tips total! (9 inside, 14 outside). Go Tippers!

TIP OF THE WEEK: Here are 6 Ways to Wow Your Clients Before You Even Meet Them:  1. Send them a welcoming note – handwritten; 2. Send them a pre-meeting information kit; 3. Call 1-2 days before the meeting; 4. Make them feel welcome; 5. Serve them a beverage of their choice; 6. Have your assistant meet your clients first. By Bill Cates, author of Get More Referrals Now! and Don’t Keep Me a Secret! (Many of us do not have a receptionist or an assistant, but I still thought these were good points.)

REMINDER: We’ll be hosting our Quarterly Business Mixer at Panera Bread in Exton (by the Giant), 7:30am – 9:00am on June 22nd!

MEETING ARCHIVE: For an archive of re-caps from past meetings, view www.LeTipCCE.com.

QUOTE OF THE WEEK“Making the decision to have a child is momentous.  It is to decide forever to have your heart go walking around outside your body.”  ~Elizabeth Stone

Happy Father’s Day!

LeTip Chester County East, the premier, referral networking group of Chester County, held another great meeting on Tuesday. Don’t forget we’ll be meeting at Panera Bread in Exton (by the Giant) on June 15th!

SPEAKERSJeannine Jubeck of Fit to the Core (West Chester personal trainer) and Scott Brown of James Brown Plumbing and HVAC - Plumber, Heating and Air Conditioning Services in Chester County PA.

1st Speaker: Jeannine, who offers home Personal Training throughout the Chester County area, jumped right in by showing us actual exercises and even got one of our members involved to demonstrate – go Gary Siano! Jeannine discussed implementing a cardio program – combining interval training with weight training and a good diet (recommends a Mediterranean diet). Jeannine offers Core Fit One-on-One and Get 2 Be Fit Partner training. If your friend/ family member hangs his/her clothes on the treadmill, have them call Jeannine to dust off their equipment and get back into shape!

2nd Speaker:   Scott B. and James Brown PHAC is a Bryant Dealer. Bryant rigorously tests every product & system–even beyond what the heating & cooling industry requires. Scott presented us with Bryan’s “Home Heating & Cooling 101” - products typically used in central heating and cooling systems include: Heat Pumps,  Air Conditioners, Gas and Oil , Furnaces, Fan Coils, Evaporator Coils & Controls and Thermostats. Scott B. can help you find your perfect Bryant system by going thru the online survey. Get your neighbors’ homes & office buildings in top energy efficient HVA condition by contacting Scott B.!

QUALIFIED TIPS CIRCULATED:  At this week’s meeting we circulated a whopping 35 tips total! (8 inside, 27 outside). Go Tippers!

DOLLARS IN OUR POCKETS FOR MAY:  $28,653 – wow!

TIP OF THE WEEK: Here are six steps to improving your networking success: 1. Choose the Right Setting; 2. Target Prospects; 3. Be Creative; 4. Have a Goal (but don’t be too obvious); 5. Come Prepared; 6. Don’t Overwhelm Contacts. View http://www.entrepreneur.com/franchises/franchisezone/startupjournal/article65692.html for details.

MEETING ARCHIVE: For an archive of re-caps from past meetings, view www.LeTipCCE.com.

QUOTE OF THE WEEK“Real integrity is doing the right thing, knowing that nobody's going to know whether you did it or not.” By Oprah Winfrey

LeTip Chester County East, the premier, referral networking group of Chester County, held another interesting meeting on Tuesday. We had the pleasure of one guest – Tom Gallagher of John Gallagher and Sons Plumbing came back for a 2nd visit.

SPEAKERSTeri West of Superior Home Mortgage and Gary Siano of Guided Wealth Management, financial planner.

1st Speaker: For over 14 years Teri has been helping home buyers get the best mortgage deals – based on income level, credit score and overall long-term needs. Because of her broad background in customer service and working with a variety of people, Teri has a way of connecting with her customers and making them feel at ease during the home-buying or refinancing process – which can be very confusing! Mortgage interest rates are nearing a 50-year low, so now is a good time to refinance for many. Good leads for Teri are divorced individuals and engaged couples, families having babies or needing money for college education.

2nd Speaker:  Gary provided a comparison among four options to handle your financial planning needs: 1. No Load Fund (e.g. Vanguard); 2. American Funds; 3. MAP; and 4. Variable Annuity. He listed key benefits and showed how this varied for each option, such as ongoing advice and life-time guarantee. Gary works closely with his clients to evaluate retirement goals and objectives and, based on this assessment, he helps determine the best option. Good leads for Gary are individuals who have been laid off from their job and need to rollover their 401K, as well as those that are getting ready to retire.

QUALIFIED TIPS CIRCULATED: At this week’s meeting we circulated 14 tips total! (3 inside, 11 outside). 70 tips total for the month of May! Go Tippers!

TOP TIPPER FOR MAY: Congratulations to Scott Brown of James Brown Plumbing!

TIP OF THE WEEK: Referral marketing reduces your sales expenses and sales cycle. With less time calling cold prospects, your small business can focus on customers and their circle of influence. Referrals can build your level of satisfied customers. The cycle self-perpetuates with more satisfied customers referring others to your company. http://sbinformation.about.com/cs/advertising/a/aa020203a.htm

MEETING ARCHIVE: For an archive of re-caps from past meetings, view www.LeTipCCE.com.

QUOTE OF THE WEEK“Feeling appreciated is one of the most important needs that people have. When you share with someone your appreciation and gratitude, they will not forget you. Appreciation will return to you many times." By Steve Brunkhorst

LeTip Chester County East, the premier, referral networking group of Chester County, held another awesome meeting on Tuesday. We welcomed our newest member, Jeannine Jubeck, NSCA-CPT of Fit to the Core (personal training), and had the pleasure of two guests:  1. John Gallagher of John Gallagher and Sons Plumbing and 2. Rebecca Hobbs of Arbonne International (skin care).

SPEAKERSMelanie Palubicki of Aflac (supplemental insurance & AFLAC Representative) and George Scherbak of Harvey Insurance Group (property and casualty insurance).

1st Speaker:  Melanie shared a presentation that she uses when discussing the benefits of Aflac to companies with 50+ employees. Aflac complements employees’ medical insurance and at no direct cost to the employer. Major medical pays for doctors and hospitals. Aflac is insurance for daily living. It pays cash benefits directly to you, unless otherwise assigned, to help with daily expenses when you’re sick or hurt. An unexpected illness leads to unexpected costs. Aflac helps these policyholders. A good lead for Melanie is any individual or business with employees.

2nd Speaker:  George gave us a primer on rental car coverage. You have the option of purchasing a collision damage waiver to cover the physical damage costs that your own personal auto policy may not cover. There are  instances which can nullify the waiver. All rental agreements are different. American Express Gold Card which, when used, gives you some physical  coverage that may allow you to not need the waiver purchase. A great lead is any individual or business owner who has not had their insurance program reviewed in five years or longer!

TIPS: At this week’s meeting we circulated 16 tips total! (7 inside, 8 outside tips and 1 inter-chapter).

TIP OF THE WEEK: In a variety of communication situations, less is better…if you are using a PowerPoint presentation, don't put 50 words on a slide…instead, create bulleted slides. A good reminder is the 6 by 6 rule: no more than six words in a line and six lines on a slide. Often it is not the length, but the conciseness with which you speak that makes the message have meaning.  http://www.speaking-tips.com/Articles/When-Less-Is-More.aspx

MEETING ARCHIVE: For an archive of re-caps from past meetings, view www.LeTipCCE.com.

QUOTE OF THE WEEK“The cost of freedom is always high, but Americans have always paid it. And one path we shall never choose, and that is the path of surrender, or submission.” By John F. Kennedy

Happy Memorial Weekend!

LeTip Chester County East, the premier, referral networking group of Chester County, held another awesome meeting on Tuesday. Preparation is about having a target market. It's about knowing whom you serve best and therefore wish to serve most. – words of wisdom from Michael Goldberg of http://www.buildingblocksconsulting.com.

GUESTS: We welcomed four guests this week:  1. Electa Mary Huber, Fine and Commercial Artist; 2. Ann Mau, Personal Injury Attorney; both back for a 2nd visit, and 3. Jacque Waterman of Thin Cow (graphic design) and 4. Matthew Puk of Heritage Business Systems (office equipment).

SPEAKERSPhil Koberg of Selective Tileworks (tile installations and creative designs) and Bridget Hanley of Little Conestoga Picture Framing.

1st Speaker:  Phil presented a slide show of his high-end tile work. Phil takes great care in the detail and creativity of his tile work – ensuring that lines are even, corners are mitered, arches are hand-cut, and much more. He offers glass decorative insets, framed-out seats, complementary colors, and ideas galore! For over 10 years, Phil has been providing expert tile services. Please send your leads for high-end, creative tile work to Phil.

2nd Speaker:  Bridget is our only L.I.F.E. (local independent framing expert). She can tackle a variety of framing projects – from historical documents and memorabilia to prints and pictures and more! Her costs are extremely reasonable and her work offers more detail and attention than those big crafts stores. “As an artist, I bring to you creative ideas you will not find elsewhere, with competitive pricing, and very prompt delivery.” Send Bridget your framing leads.

TIPS: At this week’s meeting we circulated 11 tips total! (8 inside and 3 outside tips).

MEETING ARCHIVE: For an archive of re-caps from past meetings, view www.LeTipCCE.com.

QUOTE OF THE WEEK“The first rule of focus is this: "Wherever you are, be there." Unknown

Random Member!

Dave Kozak - Financial Advisor

Dave Kozak - Financial Advisor
Elite Collegiate Planning, LLC
Managing Partner at Paradigm Financial Group, Inc.

LeTip Member Since November 2013
1570 Conestoga Rd Chester Springs, PA 19425
1-888-959-2872
https://pfgiusa.com
http://www.elitecollegiateplanning.com
Send Dave an Email

As the founder of Elite Collegiate Planning and a managing partner at Paradigm Financial Group, Inc., Dave Kozak works with hundreds of families across the country to redefine what money means to them.

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Letip Creed

"LeTip is a professional organization of men and women dedicated to the highest standards of competence and service. Our purpose is the exchange of business Tips. Members will, at all times, maintain the highest professional integrity. Each business category is represented by one member and conflicts of interest are disallowed."