Our mission is to give 
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.
SPEAKERS: Teri 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