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Financial Services Professionals PowerTeam- Network, build trust, refer business

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  • We are forming a power team of business professionals who specialize in various financial services industries who meet weekly to build relationships and refer business to each other. The power team seeks ONE professional from each of the following financial service professions:

    - Commercial Real Estate Agent (Open)
    - Residential Mortgage Loan Officer (Open)
    - Commercial Mortgage Loan Officer (Open) 
    - Commercial Lines Insurance Agent (Open) 
    - Certified Public Accountant (Open) 
    - Paralegal (Open) - Tax Preparer (Open) 
    - Bookkeeper (Open)
    - Tax Attorney (Open) 
    - Real Estate Attorney (Open) 
    - Asset Protection Attorney (Open) 
    - General Services Attorney (Open) 
    - Other professionals who provide B2B or B2C financial services (Open) 

    - Residential Real Estate Agent (Position filled)
    - Financial Planner (Position filled)
    - Personal Lines Insurance Agent (Position filled)
    - Credit Repair Specialists (Position filled)

    If you're a professional in one of the open positions above, are not affiliated with any other referral networking groups, chapters, or franchises, and want to meet like-minded professional to build relationships and grow your business from referrals, this group is for you.

    We currently meet every THURSDAY from 8am - 9:30am in the Conference Room at TNG Real Estate, La Mirada office at 14744 Beach Blvd, La Mirada, CA, (subject to change with advance notice).

    Please RSVP on the meetup if you like to attend by 7pm each WEDNESDAY, for the coming THURSDAY meeting. When you do, please let us know what profession you represent.

    We look forward to meeting you!

    NOTE: We are an independent group of professionals and not affiliated with BNI or any other franchised networking group.

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RSVPs close: Dec 7 at 7:00 PM

  • Referrals by n.
    Organizer,
    Event Host

    We’re an independent group of professionals and entrepreneurs meeting Thursdays at 8am in La... more

  • John T.
    Co-Organizer

    I'm an independent Financial Advisor & Wealth Manager with 17 yrs in the industry. ... more

  • Carlos B.
    Co-Organizer

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