1/23 Recap

From the desk of Carol:

We had a super meeting with 21 people in attendance. We had two representatives from GSI including Ken Sanders,Membership Account Executive and Alisha Benson, Member Relations Coordinator. Alisha will be attending our meetings from now on-WELCOME! We look forward to working with Alisha to make our B2B even more effective as a Business Referral Group. Alisha asks that we all remember to get our "ideations" into GSI and that they are pleased to take these ideas at www.newideasinw.com Ken gave us a business card for a prospective new member to our B2B group and that was passed on to Alisha for her to contact. A big thank you to Ken.

The group also has a new member! Cindy Guthrie from Windermere Real Estate/Manito. Cindy explained to us that she has previously worked at GSI and knew just who to contact to find out which business group was the most "happenin' " and was given the Downtown B2B information. We all plan to make her association with the rest of us a very positive experience and profitable. So gang, lets not only tell others about Cindy at Windermere but lets make sure to refer all our friends in our business group as often as possible! Keep those Leads Referral Forms coming. You can email those to me at info@parksidept.com or fill out the B2BConnect Leads Referral Form and hand to Carol. And on the track, please visit our leads and attendance records http://spreadsheets.google.com/pub?key=pC3IuhtGzGDN4XkuAfah9CA
which will give you full run down of who gave and received leads from our group in the last couple of weeks.

We want to give a hearty thanks to Jay Lake from Lake Investments for his very informative presentation concerning how his business works and why it is unique. Jay tells us that unlike many investors, he makes no money on commission for the products that he sells. His money is made on an hourly basis for his investment advise. Fee only so no conflict of interest as to where to invest others money. Initial He tells us that he LOVES Retirement Plans, loves to work with young folks just starting with an investment plan and has FREE INITIAL CONSULTATIONS. Let's get the word out!

Diane reminds us all to remember to please submit monetary estimates for all leads produced within our group for 2007. Please email these to me and I will pass them on to GSI. Also please send your profile sheets into this address so that I can send them off to others in the group and so that each of us can share them with potential clients.

Thanks all. See you on 2/13.