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

SPEAKERSSusan Dykas of eBernie, Inc. (computer & I.T. services) and Nivé Dhanak of JBND Taxbooks (Bookkeeping & Tax Planning)

1st Speaker:  Susan D. demonstrated Microsoft Hosted Exchange, a mobility solution for business leaders who find it important to be in sync with Outlook in real time. Whether BlackBerry, iPhone or Android user, business owners can keep their emails, calendar, contacts and tasks at hand. The real-time wireless synchronization allows you to be as efficient OUT of the office as in the office. A good lead would be lawyers and doctors.

2nd Speaker:  Nivé discussed preparing for the 2010 tax season. Congress enacted 6 new tax laws in 2010, and local business owners will surely need the professional advice of the JBND team. A couple highlights include “medical insurance for employees” and “tax incentives to hire the unemployed.” Send your small business leads to Nivé!

TIP COUNT: 5 inside tips and 11 outside tips = 16 total!

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BUSINESS TIP: 5 Tips on How to Stop the Work Pile-Up. Please click here for the complete article from SCORE.

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

QUOTE OF THE WEEK“Good executives never put off until tomorrow what they can get someone else to do today.”   By John C. Maxwell

Give, get, grow... repeat!™ .  LeTip Chester County East, the Premier Professional Leads Organization™ of Chester County and beyond, meets every Tuesday morning. Visitors are invited! Listed below are recaps for the October 12 and October 19 meetings:

October 12 Recap

SPEAKERSScott Brown of James Brown Plumbing and HVAC and Craig Constable of U Financial (life insurance and health insurance).

1st Speaker:  Scott B. spoke about Indoor Air Quality. He discussed the importance of properly setting thermostats that are programmable to maintain an environment that is not conducive for viruses, bacteria and mold. Anyone with concerns about the air that they breathe at work or at home is a perfect lead for Scott.

2nd Speaker:  Craig provides life insurance policies to individuals and/or married couples. Some policies accumulate cash value. This offers 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.

TIP COUNT: 12 outside tips!

Welcome to guest Mason Cutler of Guardian ID Tech, Inc.

SPEAKERSMark Burkholder of Burkholder Brothers Landscaping and Greg Cazillo of @Cazillo Website Design

1st Speaker:  Mark discussed his commercial services which include snow and ice control. A key component to the Burkholder difference is its Account Managers. Along with monitoring the crews to assure that quality standards are met, the designated Account Manager will proactively monitor the property and raise any issues. A good lead is an apartment complex or a shopping center.

2nd Speaker:  Greg shared the different levels of Web-based engagement with your target audience. SEO or links to your site from other websites is the start. Design needs to be pleasing and catchy and Content needs to be compelling. Social Media and Newsletter links allow a prospect to follow and get regular updates. Contact forms and phone numbers lead to new clients. A good lead is any small business or non-profit.

TOP TIPPER IN SEPTEMBER:  Congratulations to Scott Darling of Re/Max with 8 tips last month. Woo hoo!

DOLLARS IN OUR POCKETS:  For the 1st 3 quarters of 2010, our group in total has earned $220,000.00 so far…and 3 more months to go! WOW - Go Tippers!

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BUSINESS TIP: How Likeable Are You? Share Your Thoughts! Face it — in today’s vicious corporate jungle, making a good first impression is crucial. There are no second chances. Instant assumptions are made and you’ve sealed the deal one way or another.… please click here.

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

QUOTE OF THE WEEK“What we have to do is to be forever curiously testing new opinions and courting new impressions.”  By Walter H. Pater

SPEAKERSSue Bullock of Tuttle Marketing (promotional products) and Susan Dykas of eBernie, Inc. (computer & I.T. services)

1st Speaker:  Sue B. can work with any company, school or sports organization to create an on-line store displaying customized items with a logo or theme. Employees, students, members would be able to order products directly from a special link. Payments can be made via credit card through a secure network, or they can download the order form and mail it in with payment by check. Send your leads to Sue!

2nd Speaker:  Susan D. introduced a new solution for business leaders who find it important to be in sync with Outlook in real time, thanks to hosted Mobility for hosted Exchange. Whether BlackBerry, iPhone or Android user, business owners can keep their emails, calendar, contacts and tasks at hand. The real-time wireless synchronization allows you to be as efficient OUT of the office as in the office. A good lead would be a law firm or accounting firm.

We held our Fall Business Mixer, with five guests in attendance:  David Harmanos, Geo Systems; Bob Poinier, All Around Flags; John Montgomery, Always Best Care Senior Services; and Mason Cutler and Lynn Cutler of Guardian ID Tech, Inc.

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BUSINESS TIP: 4 Small Business Tips To Surviving a Weak Economy… click here for details.

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

QUOTE OF THE WEEK:   Ideas without action are worthless.  By Harvey Mackay


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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.

Read more ...

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."