Woooooo, CHAMPIONS!
Today marked another great meeting with the Champions! We welcomed two visitors, Janell Ruck, an account executive with Merchant Services and Fred Chen, the VP and Manager of Preferred Bank in Anaheim. We were also honored to have Jay Fullman, a business attorney from La Habra and an active member of the Go Getters BNI chapter in La Habra and Marieke Hensel, the owner of Branding Personality, a star from Liaisons BNI and the wife of our very own Rutger Hensel. Rutger had a late night conversing with international clients, so Marieke subbed for him.
New Member:
Today was also highlighted by our first new member induction of the 2010-2011 term, and my first as President of the Champions...Douglas Luchansky of ACI. Doug's induction was enhanced by the presence of Patrick O'Kane who invited Doug to attend and his new mentor (Rutger), Marieke Hensel. Doug sells and services software for the manufacturing industry and should prove to be a great resource for our chapter. Welcome Doug!! Please schedule a on-to-one with Doug and learn about his vast knowledge of the Mass software system!
EC Moment:
Steven Stakley, our Head Mentor delivered the EC moment with a breakdown of the mentors and their mentees. The goal of the mentors this year is to follow a member from "cradle to rocking chair" with the same mentor, build our skills and retain our strong chapter membership!
VP and Membership:
Greg Beck reviewed the chapter's goal progress with one-to-ones, visitors, referrals, and TYFCB. Membership is considering two applications. Victoria, our Collette's Catering server, received the "spark plug" award and is officially the only non BNI member to achieve the honor. Our meetings wouldn't be the same without the diligence of Victoria!!
SMMs:
The Sales Manager Moments were crisp and pointed and the Champions are getting very good with the "ask"...critical in receiving quality referrals. The evidence of training is apparent in our delivery. Of note, Rosanne asked for intros to bankers that originate SBA loans...Chuck Tipton?? Jody Houseman would like introductions to interior designers as the holiday season is approaching and everyone wants to "spruce up" their homes.
Keynotes:
We were enlightened by two wonderful keynote speakers...Patrick O'Kane (his maiden voyage) of Turnkey Mortgage and Bo Lowe with Graceful Appreciations...a BNI vet but his first keynote since changing categories. Some irony existed as Patrick is now the home loan specialist of the Champions...Bo's old category. Bo doesn't know home loans anymore but Patrick certainly does!
Patrick explained the difference between a "captive" mortgage lender and a mortgage broker...Patrick's specialty. The primary difference is the fiduciary responsibility of the broker to the borrower in insuring the borrower gets the BEST loan. Patrick skillfully outlined great referrals for his services which include: a borrower that is upside down, your mom or dad or other relative, someone desiring a fix from a variable rate loan, a new home buyer uncertain how much they can afford, or a borrower in a pinch. Please work hard to deliver Patrick those referrals...he won't disappoint!
Bo Lowe eloquently listed the five reasons that clients look elsewhere for services: pricing, competitive offer, an unresolved conflict, a move, or a perceived indifference. Graceful Appreciation, through the Send Out Cards platform allows busy professionals to "thank" their clients for business and keep in touch with them on a personal level that faxes, emails, blog posts, or texts just cannot accomplish. My company, Lee and Associates Commercial Real Estate Services, is a believer and we are a satisfied customer of Graceful Appreciations!
GRC:
Dr. Hercules Real circulated a phone script which will be used as a follow up to the invitations that SoCal BNI emails. More to come on inviting...Don't forget, Stack Day is November 16th and we want to fill the room with Business Attorneys, Merchant Service providers and Hair Stylists. We grew exponentially last year with Stack Days and this year should be no different if we all invite, invite, invite!!
Secretary/Treasurer:
Rosanne Grigsby covered the monthly fee increase to $75 per month commencing November 1, 2010 and a special assessment for the months of December, January, and February. Members are encouraged to pay monthly, eliminate the quarterly payments to ease the payment vacuums. Thanks to all for your support!!
Announcements:
International Member Day is the 12th of November at the Garden Grove Hyatt! You don't want to miss this event!!
The meeting was adjourned with a quote and several members scurried downstairs for their committee meetings and one-to-one meetings!
Make it a CHAMPION week ya'll!!
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