Ask for Business Referrals - January 11 Recap

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Time & Location

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

Location:
Boy Scouts of America Building
1 Scouting Way, Exton, PA 19341
Click here for the map

We had 2 guests at our meeting: James Hope of Gateway Funding (home mortgages) and Nancy Schuster of Ignite/Stream Energy (energy savings)

SPEAKERS: Scott Darling of Re/Max Realtors and Craig Constable of U Financial (life insurance and health insurance)

1st Speaker: Scott D., our only residential realtor, discussed how he stays top of mind with his customers - buyers and sellers – by staying in touch with them on a regular basis through a variety of communications. A good lead for Scott is a homeowner who would like to upgrade or a recently engaged couple looking to buy a home.

2^nd Speaker: Craig discussed the difference between Term Life versus Permanent Life insurance. Term insurance is purchased for a specified period of time. Permanent insurance stays in force as long as you live. It will pay a death benefit, and it accumulates a cash value, too. Send your leads to Craig!

TIP COUNT: 6 inside tips and 10 outside tips = 16 total!

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BUSINESS TIP: How to Ask for Referrals and Get More Clients: Asking for Referrals Is Not as Hard As You Think. Click here for the details.

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

QUOTE OF THE WEEK: “Perseverance is not a long race; it is many short races one after another.” By Walter Elliott

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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