Thanks again for taking the time to attend and please remember to follow up with those you might have synergies with. A rising tide lifts all boats!
Bill Himmelstein, Founder & CEO, Tenant Advisory Group, LLC: I have found that by offering value such as the opportunity to meet other business owners and potential clients, they will show up. Asking a business owner how you can best support them is a wonderful way to go from vendor to partner.”
Ian Stevenson, Partner, Straight North: Reminder in the calendar every 6 months to touch base.”
Morrie Elstien, President, MorrieCONNECT: How can I help you grow your business and who can I connect you with? Best way to get a payback is to give something upfront. They need to ask how they can help you back.
Randy Bridgeman, Partner, Perkins Coie: Getting out of your office and meeting your clients and going to networking events with them. Have a proactive relationship with your clients.
Barbara Best, Founding Partner & Principal, Capital Strategies Investment Group: Focus on what you can do to support other people. Do a value add newsletter and video. “What can I do to help you?”
Paola Meinzer, Partner, Manning Silverman CPAs: Leave an audience with something they can take with them. Get engaged with committees and organizations.
Jonathan Rothstein, Senior Vice President, MB Financial Bank: Making strategic introductions for clients to help them grow their business. I try to get together quarterly in person, but a phone call works if needed. Have speakers and host events.
Gary Parenti, CFO, Worsek & Vihon: guest of Jonathan Rothstein: Do lots of writing and put good information out there. Don’t do much electronically on purpose. Try to keep personal service as much as possible.
Tim Schumm, Founder & President, Lucas James Talent Partners: View yourself as a partner rather than a vendor. Bend over backward for each client and do whatever you can do for them.
Stefanie Jenkins, Director of Business Development, Vault Innovation Group: Have quarterly panel sessions for clients to speak in front of their other clients.
Ed Grasse, Managing Partner, Busse, Busse & Grasse: Stay ahead of the law and let clients know he is on top of it.
Rasheed Hammouda, CEO, BridgeFT: Need a scalable way to stay in front of clients. Need to consistently deliver value to clients.
Justin Frick, co-owner, AV Chicago: Reaching out to clients when new product offerings, new ideas and new clients who are doing something cool. Knowing customers and have that personal touch.
Jeff Asperger, Partner, Meltzer Purtill & Stelle LLC: Write blogs and small articles that may be of interest to them. Follow up with emails and telephone calls.
Stephen Beriau, Managing Director, Encina Business Credit: Stay in front with good information.
Erryn Cobb, CEO, Fetch IMC: 30% of revenue was from referrals from existing clients. Offer a referral fee to clients who refer them.
Eric Masi, President, Torque Digital Marketing: Post something on LI that’s both business and personal.
Ruth Minnick, Global Business Development Manager, Client Executive, Unispace: Make introductions for clients. Hosts quarterly events focused on different industries. Write articles and white papers. Reach out with a survey at each stage of the project.
Scott Simpson, Owner, Scott Simpson Builders: Have a 3-year warranty that keeps them in front of their clients.
Mark Mann, Managing Partner, Mann Weitz & Associates: In touch with clients once a month for advice. Give out referrals to attorneys, insurance and wealth advisors.
If you’re a business owner with 20+ employees who are interested in attending future TAG events, please email Bill Himmelstein at [email protected].
Guest List
Gary Parenti, CFO, Worsek & Vihon – guest of Jonathan Rothstein
Dan Yost, Principal, Employee Benefit Consulting Group – guest of Bill Himmelstein
Mike Olson, Director of Acquisitions, DecisionOne Dental – guest of Bill Himmelstein
Mark Mann, Managing Partner, Mann Weitz & Associates – guest of Barbara Best
Scott Simpson, Owner, Scott Simpson Builders – guest of Morrie Elstien
Ian Stevenson, Partner, Straight North – guest of Morrie Elstien
Randy Bridgeman, Partner, Perkins Coie – guest of Morrie Elstien
Stephen Beriau, Managing Director, Encina Business Credit – guest of Morrie Elstien
Eric Masi, President, Torque Digital Marketing – guest of Ruth Minnick
Paola Meinzer, Partner, Manning Silverman CPAs
Ed Grasse, Managing Partner, Busse, Busse & Grasse – guest of Stefanie Jenkins
Justin Frick, co-owner, AV Chicago – guest of Jeff Asperger
Rasheed Hammouda, CEO, BridgeFT – guest of Tim Schumm
Erryn Cobb, CEO, Fetch IMC
Barbara Best, Founding Partner & Principal, Capital Strategies Investment Group
Jonathan Rothstein, Senior Vice President, MB Financial Bank
Tim Schumm, Founder & President, Lucas James Talent Partners
Jeff Asperger, Partner, Meltzer Purtill & Stelle LLC
Ruth Minnick, Global Business Development Manager, Client Executive, Unispace
Morrie Elstien, President, MorrieCONNECT
Stefanie Jenkins, Director of Business Development, Vault Innovation Group
Bill Himmelstein, Founder & CEO, Tenant Advisory Group, LLC
TAGS