Joanna Sobran, CEO of MXOtech: We used to do inbound marketing, but it stopped working. We hired a sales team, along with a coach, to buildout a sales playbook and processes to help hire a sales team.
Jonathan Rothstein, Senior Vice President, MB Financial Bank: I love finding ways to make my client’s lives easier, and one way I do that is through keeping the clients best interest at heart. We employ a marketing program called CORE; it breaks down the numbers to building a business and wants to be part of a client’s joint chief of staff.
Dan Porcaro, CEO, PSM Partners: There are ten different ways to sell, but you need to track them all. The best one is networking, as partners are great at spurring growth.
Thank you to all who attended!
If you’re interested in attending future TAG events, please email Bill Himmelstein at Bill@TagCommercialBroker.com.
TAG Executives Breakfast Guest List
Steve Brown, President, Stratego
Andrea Fox, CEO, Cloud Dental Marketing
Dan Gloede, CEO, Hatch Loyalty
John Gotschall, CEO, Coach Financial
Rick Gray, Chief Executive Officer, TalentRISE
Richard Grossi, CEO,Kensium Solutions
Jerry Holisky, Managing Partner, AGDG
Rhonda V. Jensen, President, Jensen Litigation Solutions
Scott Kitun, CEO, Technori
Craig Lowder, President, MainSpring Sales Group LLC
Anna Maria Viti-Welch, President, Guy Vitti Insurance
Larry Marin, VP, Near North National Title
Chris Miller, Managing Partner, Kelley Kronenberg
Scott Nicholson, CEO, KindredOnore,LLC
Garrick Nielsen, Partner, Oxford Bank
Grigory Pekarsky, Managing Broker/Partner, Vesta Preferred Realty
Graham Peck, Founder, The Alpha Group
Dan Porcaro, CEO, PSM Partners
Mark Rittmanic, CEO, ForteOne
Keith Verisario, President, Wine Sergi Insurance Group
TAG Executives Luncheon Guest List
Stuart Baum, President, Large Pond
Doug Bax, Managing Partner, Williams Bax & Saltman
Laurel Bellows, Managing Partner, Bellows Law Group
Jacqueline Camacho-Ruiz, CEO, JJR Marketing
Melanie DeCaprio, President, New Sky Strategies
David Diamond, Managing Partner, Kutchins Robbins & Diamond
Bernard Dier, President, Midwest Business Consulting
Morrie Elstein, VP, Cendrowski Corporate Advisors
Erin Inman, President, Primera Engineering
Mindi Knebel, CEO, Kaizen Health
Margaret Pagel, VP, Sales & Marketing
Dan Porcaro, CEO, PSM Partners
Kim Robinson, President, Frontline
Ed Rossini, President, Palmer Printing
Jonathan Rothstein, SVP, MB Financial Bank
Jay Rudman, CEO, TopStepTrader
Joanna Sobran, CEO, MXOtech
Tim Webb, CIO & MP, RCM Wealth Advisors
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