Pennsylvania Business Networking

Time & Location

We meet every Tuesday from 7am until 8:31am at the Whitford Country Club
Click here for the map.

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.

MEETING ARCHIVE: For an archive of re-caps from past meetings, view

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

Random Member!

Michele Antonini - Life, Health & Disability Insurance

Michele Antonini - Life, Health & Disability Insurance
Elite Collegiate Planning, LLC
LeTip Member Since December 2016
1570 Conestoga Rd Chester Springs, PA 19425
Send Michele an Email

The team at The McCarter-Kozak Agency are committed to helping you insure your most important possession - YOU! Offering a variety of life, health and disability insurance options, we are here to ensure you and your family are properly protected for life's unexpected events.

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."