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Details

Our meetings are geared to facilitate introductions, exchange referrals, and identify support for clients in a fast paced setting.

We encourage networking before and after the group meeting. We also hope people will have face-to-face meetings (1 on 1's) between group meetings to further develop personal relationships within the group.

Weekly Group Meeting Agenda

  1. 7:15 Informal Networking / Arrival
  2. 7:30 Welcome Message
  3. 7:35 Around the table intros (members)
  4. 7:40 Around the table intros (guests)
  5. 7:50 Member spotlight
  6. 7:55 My Client Needs
  7. 8:05 Face-time, Referral and Business Updates
  8. 8:15 Thank-yous
  9. 8:25 Closing

Once someone becomes a member, they gain exclusivity in the group (if they choose to exercise it). The following industries are locked up at this time:

Financial Planning / Wealth Management (Ameriprise)
Individual Health Insurance (InsureYouToo)
Employee / Group Benefits (Holloway Benefit Concepts)
Mortgage Broker (Guardian Mortgage)
HVAC / Appliance Repair (Jesse's AC & Appliance Service)
Wellness / Nutritional Coaching (KS Nutrition)
Promotional Items Broker (Prime Premiere / Gadget Guys)
Print Services Broker (BG Graphics)
Legal Services (Pre-Paid Legal)
Office Supply Sales (Applied Data Resources )

All other industries are open and welcomed at our weekly meetings. If there are any questions on anything at all, please contact one of the 3 founding members.

We hope to see you soon at one of our weekly meetups!

Julie, Michael & Ryan

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