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 a great meeting on Tuesday. According to research from the Word of Mouth Marketing Association consumers are more motivated to try a brand if they learn about it from a trusted source. LeTip colleagues are your trusted source in recommending your products or services to their friends, family and colleagues!

GUESTS: We welcomed three guests this week:  1. Electa Mary Huber, Fine and Commercial Artist; 2. Ann Mau, Personal Injury Attorney; and 3. Peter Brizick of Carousel Toyota & Scion.

SPEAKERSSusan Dykas of eBernie, Inc. (Computer and I.T. Consulting) and Martin Ritter (General Contracting and Historical Preservation)

1st Speaker:  Susan’s presentation focused on the role of a Network Server within a small to mid-sized business’ I.T. environment. A server is a type of computer designed to process requests and deliver data to other computers over a local or wide area network, or the internet. Servers are configured with additional processing, memory and storage capacity. They offer high reliability, security, and centralized data storage and backup. A good lead is a company with 5 or more employees.

2nd Speaker:  Martin is our only General Contractor, Custom and Historical Preservation specialist. Common across all his projects is Martin’s ability to problem solve and communicate to his clients. He also works directly with architects, engineers and designers to get the job done – artfully yet efficiently. A good lead is a proactive customer with a historical renovation or repair -- or a highly detailed, home restoration project or addition.

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

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

QUOTE OF THE WEEK“It's all about people. It's about networking and being nice to people and not burning any bridges… in the end it is people that are going to hire you.” Mike Davidson

LeTip Chester County East, the premier, referral networking group of Chester County, held another informative meeting on Tuesday – with the power of networking clearly demonstrated throughout the morning.

SPEAKERSNivé Dhanak of JBND Taxbooks (Bookkeeping & Tax Planning) and Janet Raimondo of Heartland Payment Systems (Credit Card Processing, Payroll Services)

1st Speaker:  Nivé’s firm offers a monthly fixed-fee for Small Business Bookkeeping services. This provides all the standardized business data a small business owner needs to make profitable decisions. Nivé also provided a summary of the main types of business entities (sole proprietor, partnership, corporation, LLC, etc.) and the key tax features for each. The JBND team can help clients select the right form of entity from the start. A good lead is a small to mid-sized business.

2nd Speaker:  Janet provides businesses with payments solutions that give them freedom to focus on their core business. Heartland helps its clients make as much money as possible from every sale rung up on a credit, debit and/or prepaid card by reducing out-of-pocket processing expenses. Heartland Payroll Services help businesses manage their workforce efficiently. They handle reporting, compliance, POS integration and Workers’ Compensation. A good lead is a brick and mortar business, like a doctor’s office or a restaurant.

APRIL’s TOP TIPPER: Congratulations to Sue Bullock, our Top Tipper in April, with 13 qualified leads circulated. Hooray!

TIPS: At this week’s meeting we circulated 31 tips total! (14 inside and 17 outside tips). Yahooooooooooo……Go Tippers!

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

QUOTE OF THE WEEK"God could not be everywhere and therefore he made mothers.”  ~Jewish Proverb

LeTip Chester County East, the premier, referral networking group of Chester County, set the standard in the word-of-mouth referral industry. We had another great meeting on Tuesday with lots of tips being passed around…that means more dollars in our members’ pockets!

SPEAKERSScott Darling of Re/Max Realtors and Craig Constable of U Financial

1st Speaker:  Scott D., our only residential realtor, discussed how he works with buyers in getting through the home buying process as efficiently as possible – from selecting the home to the inspection process, through to applying for a mortgage and scheduling the closing. A good lead is a homeowner who would like to upgrade.

2nd Speaker:  Craig talked about life insurance and how some policies accumulate cash value, offering a living benefit that can be used for emergencies and protected from lawsuits. Good referrals for Craig are high net worth individuals, like doctors and lawyers, who have more at stake and need to put more money aside.

TIPS: At this week’s meeting we circulated 24 tips total! (7 inside and 17 outside tips). Go Tippers!

HAPPY HOUR: Bridget Hanley, our new “Lunch Bunch” organizer, has asked us to mark our calendars for Thursday, May 20, 6:00pm at Ron’s Original Bar & Grille (Route 113, just North of Route 100), 74 E. Uwchlan Ave., Exton, PA. Please join us for Happy Hour instead of lunch bunch in May…and bring a friend or colleague!

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

QUOTE OF THE WEEK"It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change." Charles Darwin

LeTip Chester County East, the premier, referral networking group of Chester County, set the standard in the word-of-mouth referral industry. On Tuesday we welcomed back Jeannine Jubeck, NSCA-CPT, Fit to the Core personal trainer, for a 2nd visit!

NEW MEMBERS:  LeTip CCE continues to grow its membership, which means more qualified tips for everyone! Recent additions include: Janet Raimondo of Heartland Payment Systems (credit card processing & payroll services); and Martin Ritter of Martin H. Ritter Construction Co. (general contractor). Welcome!

SPEAKERSGreg Cazillo of DXCreative (Website design in West Chester PA) and Gary Siano of Guided Wealth Management (financial planner in Exton PA).

1st Speaker:  Greg discussed the key features of a good Website, which includes: good visuals/photography, branded logo, Content Management System (CMS), online forms, and more! He can also setup an eNewsletter for regular updates pushed out to clients and prospects. A good referral is any individual or business interested in re-designing an existing Website or launching a new site.

2nd Speaker:  Gary presented the three tiers of retirement and how this impacts retirement planning. In his financial planning process, Gary takes into consideration clients’ income -- such as Social Security, a paid-off mortgage and trips/gifts – as well as assets -- such as 401K, IRA and savings. Good leads are recently laid off folks who need to rollover their 401K, as well as those that are getting ready to retire.

TIPS: At this week’s meeting we circulated 16 tips total! (6 inside and 10 outside tips). Go Tippers!

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

QUOTE OF THE WEEK"Don’t limit yourself. Many people limit themselves to what they think they can do. You can go as far as your mind lets you. What you believe, remember, you can achieve.” By Mary Kay Ash

Hello Tippers! LeTip Chester County East, the premier, referral networking group of Chester County, enjoyed the company of 3 guests: Jeannine Jubeck, NSCA-CPT, Fit to the Core personal trainer; Patrick Christensen, At Your Services business and lifestyle; and Jon Nestlerode, handyman / general contractor.

SPEAKERSMark Burkholder of Exton PA Landscaping Burkholder Brothers Landscaping and Sue Bullock of Tuttle Marketing (promotional products and logo’d marketing specialties).

1st Speaker:  Mark presented us with photos of Burkholder Brothers snow removal work from this past winter, as well as photos of recent landscaping, hardscaping and pool work. A good lead for Mark is a commercial property manager or homeowner interested in professional landscaping or maintenance work. Another lead would be a homeowner who would like to add to their outdoor deck / patio space, for example, with an outdoor fire pit or outdoor barbecue. Burkholder Brothers can also add a retaining wall of stone to prevent erosion or to terrace a hillside.  Send your leads to Mark!

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 will spend as much time as needed to research the right product for her clients, based on what products they sell or service they provide – or it may simply be a need for a popular product, like re-usable canvas bags. 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.

DOLLARS IN POCKETS, MARCH: $18,237. WOW!!

TIPS: At this week’s meeting we circulated 19 tips total! (7 inside and 12 outside tips). Go Tippers!

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

QUOTE OF THE WEEK"Aim at the sun and you may not reach it; but your arrow will fly far higher than if you had aimed at an object on a level with yourself.” By F. Hawes

REMINDER: Visitations will be presented at our April 20th meeting!

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."