How to Create a Chicago Center of Influence


Due to an influx in technology, Chicago is awash with small to midsize businesses trying to make their mark on the city. These companies may have great reputations in their home cities, but doing business in Chicago is its own beast. The key to setting yourself apart as a business owner in Chi-Town is to go the extra mile. Not only should you be providing top-notch services, but you should also be a center of influence. The longer you spend in the Windy City, the more you’ll begin to realize it’s a city founded upon community, tight-knit neighborhoods and personal recommendations. With all of that in mind, here’s how to get down to business the Chicago way.

Build an authentic network. Your network is a direct representation of you and your business, so it’s important to cultivate your professional circle with care. But how do you build an impeccable network? Make it personal. It’s obvious when someone is networking just to add another connection to their LinkedIn profile. Chicagoans build networks on authentic relationships which is why you need to not only take a vested interest in a person’s business, but also them as a person. When your intentions are genuine, your network will begin to fall into place.

Offer up your network. The first step in creating lifelong working relationships with a client or someone in your professional circle is to provide the best service within your industry. From there, you set yourself apart from your competitors by offering up the impeccable professionals you have in your network. Identify people in your circle who are great at what they do and refer them to people who need those services. In Chicago, the best way to get business is to send business, but you have to be intentional. Creating a solid reputation for you and your business is a marathon not a sprint, and there’s no better way to create a lasting impression than making a thoughtful introduction.

Show up.  Connections continually need to be maintained. Like we mentioned above, you won’t get anywhere in Chicago by creating surface-level relationships. Keeping a strong professional circle is more than just referring business to each other — you have to make yourself available. Represent your brand by looking up events and places your network is attending or hosting and show up. If you become an active supporter of your network, you can expect that same support to be reciprocated when you need it.

Utilize these tips to make the most of your business’ presence in Chicago, and if you’re in need of a new office space to get your move started, let us know how we can help.

Executive Networking With Tenant Advisory Group


Every month, Tenant Advisory Group hosts an Executives Bruncheon to provide an opportunity for Chicago business leaders to build new, meaningful connections and discuss topics relevant to running a business.

During March’s Executives Bruncheon, attendees were prompted with the question, “What do you to do build stronger relationships?” Here are a few of the lessons shared in response:

Atish Doshi- I send articles that help me connect with people. I also try and remember how I met each person.

Dave Norris- I approach relationships differently depending on the person. I will ask for a receipt of a family dinner or upgrade a team member on the airplane. You have to keep employees involved. For clients, start with providing a good service, but it’s also important to spend as much time as possible with them, ie a round of golf.

David Wiers- I’m a fan of lifelong learning and challenging teams to grow and learn both personally and professionally. I also do the same for my clients.  I focus on culture and taking care of my people internally and externally.

Bill Himmelstein- With meeting 8-10 business owners every week, I had to do something to stay in front of everyone while adding value and not being salesy. I created the monthly executives bruncheon and luncheon as a way to bring the best people in my network to meet each other and learn through a topical discussion.

If you’re a business owner with 20+ employees and interested in attending future TAG events, please email Bill Himmelstein at Bill@TagCommercialBroker.com.

TAG Executives Luncheon Guest List

Carl Utz, Partner, Andromeda Technology Solutions

Martha Bell, Principal, Tilton, Kelly + Bell

Joel Wilcoxen, Former CFO, Girl Scouts of Greater Chicago

Atish Doshi, President, Founder, Black Sheep

Brad Farris, Founder & CEO, Anchor Advisors

Liz Tilatti, CEO, ZipFit Denim

Mike Perich, CEO, Sewing Supplies Division of Bernina International

Mike Levin, Owner, Total Insurance Services

Dave Norris, COO, RedRidge Finance Group

Scott Glickson, Partner, McGuire Woods

David Wiers, Founder & CEO, Satori Energy

Brian Stumm, Partner, Stumm Insurance

Andy Mack, Managing Partner & Co-Founder, SnapMobile

Daniel Wang, CEO, Jexet Automation

Jon Wunderlich, President, Nyco Products Company

Kim Stapleton, Founder & CEO, The Network Effect

Alicia La Hoz, Founder & CEO, Family Bridges

Emily Lonigro, CEO & Founder, LimeRed

Lucas Ward, Co Founder & CTO, Kin

Jill Kerrigan, Founder & CEO, JAK Creative Design

Jamie Horn, CEO, Horn Design

Sherrin Ross Ingram, CEO- International Center for Strategic Planning, Vistage Chair, Chairman of the Board- DuPage Housing Authority Of Counsel- Tressler LLP

Tenant Advisory Group/Rightsize Penthouse Soiree!


We want to thank all those who were able to attend our soiree last week. We’re pretty sure we can speak for everyone when we say a good time was had by all! Even more importantly, some wonderful connections were made. It’s amazing what can transpire when you fill up a room with such incredible people.

We are honored you took the time to spend the evening with us and hopefully it was well worth your time. A special thank you is reserved for our event sponsor, Mason Awtry of Rightsize Facility. He is a wonderful partner and worth getting to know.

In addition, all guests are entitled to a free custom made shirt from Gentleman’s Cooperative. All you need to do is schedule an appointment with Mike Berntsen so you can select the material and design and they will fit it to you perfectly! Thank you Mike for your generous offer!

I have included the guest list below in case any connections were missed. We are always thrilled to put great people together.

TAG would be honored to serve as a commercial real estate resource for your business or someone you may know. We always enjoy meeting like-minded people who run businesses.

Thanks again for coming!

Guest List:

Atish Doshi
President & Founder
Black Sheep

Bob Domenz
CEO
Avenue

Jim Kales
CEO
Aspire

Zak Dabbas
Co-founder
Punchkick Interactive

Pat Emmons
Founder & CEO
DragonSpears

Rob Bisceglie
CEO
Action for Healthy Kids

Bob Berland
President
Berland Communications

Mark Rickmeier
CEO
Table XI

Jim Chakires
Managing Partner
Apex CPAs & Consultants

Josh Haid
Founder & Managing Partner
Women’s Divorce and Family Law Group

Josh Strauss
CEO
Pekin Signer Strauss Asset Management

Liz Tilatti
CEO
Zipfit Denim

Manny Flores
President & CEO
SomerCor

Roy Chomko
President
Adage Technologies

Chris Gandy
Founder/ President
Midwest legacy Group

Kirby Atwell
CEO- Green Vet Homes
COO- Bunker Labs

Leah Caplanis
CEO
Social Sparkling Wine

Mike Perich
CEO
Sewing Supplies Division of Bernina International

Bruce Billmeyer
Partner
BCU Risk Advisors

Anna Maria Viti-Welch
President
Guy Viti Insurance

Dr. Lori Ann Halvorson
Founder & CEO
Lake Forrest Hearing Professionals

Muhammad Azfar
Managing Partner
Auctus Capital Partners

Sandy Marsico
CEO
Sandstorm Design

Zach Ziliak
Managing Partner
Ziliak Law

Kimberly Anderson
Managing Partner
Anderson & Boback

Adam DeGroot
President
Degroot Logistics

Anil Ahuja
President
CCJM Engineers

Charlie Norwesh
Principal
Norcon

Andrew Balster
Managing Partner
Cannon Design

Ted Weitzel
VP Finance & Operations
G2 Crowd

Josh Herz
President
Associated Agencies

Marc Bushala
Managing Partner
MAB Capital Management

Jacob Babcock
President/ CEO
NuCurrent, Inc

Randy Rich
President
Vortex

Andy Priester
President
Priester Aviation

Tom Pryblo
CEO
Anchor Building Services

Darell Butler
Managing Director and Founder
Billow Butler & Co

Mason Awtry
President
Rightsize Facility

Executive Networking with Tenant Advisory Group


Every month, Tenant Advisory Group hosts an Executives Luncheon to provide an opportunity for Chicago business leaders to build new, meaningful connections and discuss topics relevant to running a business.

During February’s Executives Luncheon, attendees were prompted with the question, “What new technology is disrupting your industry and how do you plan to adjust or take advantage of it?” Here are a few of the lessons shared in response:

Olivia Nelligan, CEO, Nasco: Education has not progressed with the tech times. On the health care side many problems and mistakes can be attributive due to lack of communication. Developing AI to help with communication. Many point to tech as the underlying problem but oftentimes it might be the business itself.

Jordan Katz, President, JR Katz: Tech has been elusive to the insurance industry. Now some tech in underwriting to speed up the process and make better predictions. Need tech to accelerate the process.

Stephanie Jenkins, Director, BD of Vault Innovation Group: AI and machine learning is big disrupter. Is there an ROI to build AI into their app or technology.

Barbara Best, Founding Partner & Principal, Capital Strategies Investment Group: Technology is disrupting financial services as it creates lots of criminals. It’s also pushed down margins to make things better and cheaper. Indexing now popular as it changes the way people invest. Now people can be more efficient, optimize a portfolio and protect against making bad decisions.

Mike LaVista, CEO, Caxy Interactive: Machine learning and AI has been the opportunity. It’s almost always hype. Everyone wants blockchain. Every 3 years something comes along that changes the way we do business. Used to do mobile app development and now everything is web based.

If you’re a business owner with 20+ employees and interested in attending future TAG events, please email Bill Himmelstein at Bill@TagCommercialBroker.com.

 

TAG Executives Luncheon Guest List

Ann Brennan, Founder, Brennan Executive Benefits

Thomas McMenamin, Vice Chairman, Masuda Funai

Kimberly Anderson, Managing Partner, Anderson & Boback

Mike Black, Mortgage Advisor, Michael Black Group

Olivia Nelligan, CEO, Nasco

Jordan Katz, President, JR Katz

Andy Hulett, Founder & Partner, EmPowerHR

Erryn Cobb, Founder & CEO, Fetch IMC

Geoffrey Waguespack, Partner, Butler Weihmuller Katz Craig

Stefanie Jenkins, Director of BD, Vault Innovation Group

Dave Stolarek, Partner, PSM

Paola Meinzer, Partner, Manning Silverman & Co CPA

How to Maintain Low Rent in Booming Areas


Up-and-coming areas can be a scary concept for some business owners. One day you’re paying low rent in a semi-popular part of town, then a few years pass and the area is booming, people and other businesses are flocking over and rent is skyrocketing. However, you don’t have to pay a fortune in rent or change locations if you take the right precautions. Here’s how you can hold onto your prime real estate at a fair rate.

Stipulate a Rental Rate

When negotiating the renewal clause in a lease, oftentimes there is a fair market value clause that leaves negotiation of rental rates open for when an area grows in popularity. But fair market value leaves too much freedom for the landlord to hike up the rates to match the new standard, which could end up being well above your budget. One benefit to using a good broker is that they know to negotiate for a specific rental rate based upon a finite escalation instead of relying on a fair market value agreement. This ensures that the you can afford the future rental rates and also reflects the increase of growth in the area.

Negotiate a Right to Terminate

The termination option is also an extremely valuable piece of negotiation leverage. A landlord will not offer this unsolicited. For leases longer than five years, it is very helpful to have a termination right. By negotiating this into the lease, should rates dip below market value, then you will be able to exercise the right to terminate and move or use this as leverage to reduce your rate. Conversely, if rents have skyrocketed, you can utilize the leverage of the termination right to extend your lease and keep your rates below market for the foreseeable future.

Sublease Your Space

Another option you can consider when the rent goes up is to sublease. As always, any business leasing a space should work with a broker to ensure that a sublease clause is included in the lease. From there, if the ability to sublease is allowed, you can move elsewhere to pay a lower rate while subleasing your original space to help offset the overall costs. This is especially beneficial if you are able to reduce your square footage as well.   

Maintaining your presence in a popular area all comes down to your lease. Working with a reliable broker to negotiate the correct terms can take the stress out of rising market rates and give you peace of mind about staying in your space.  

How Much Space Do You Need to Grow?


With success comes growth and with growth comes a need for more employees and space for those employees to work. While it can be challenging to know just how fast your company may grow, an estimate is necessary for you to understand your needs and for you to have an adequate amount of space to accommodate that growth. Check out these tips to find that sweet spot of room for expansion while also being realistic about what are those needs.

How to Determine Space Requirements for Growth

Every business has different needs when it comes to space, so there isn’t a magic formula to guide you to an exact number of square footage, but you can make an educated estimate. Each employee you have on staff will require approximately 220 square feet in office spaces that aren’t open concept. So for example, if you have 100 employees on your team, you would need to account for 22,000 square feet in work space to accommodate them. From there, you will also have to take into consideration other spaces such as conference rooms, lunch areas, restrooms, storage and any other additional rooms you need for your specific office layout. After you have an idea of how much space you need to accommodate your current workforce, multiply the total square footage by 10 to 20 percent depending on how much growth your business projects. This additional space for growth is known as shadow space.

Shadow Space vs. Right of First Refusal

There are a few different ways you can go about ensuring you have adequate space to grow. As we mentioned above, you could rely on shadow space. This space is an unused buffer that will be filled as you add more employees to your team. But what happens to the space in the meantime? More often than not, businesses are paying for the space even when it’s not being utilized. This option is great for short-term growth, but if your plans to expand don’t move as quickly as you hoped, you could be paying for more space than you need.

On the other hand, you can work with your broker to include a right of first refusal agreement in your lease. Here’s what that means. Say you come across an office space that fits your current space needs, and there is also an additional adjacent space that would be perfect for you to grow into when the time comes. A right of first refusal agreement ensures that before your landlord leases that space to a third party, they must offer the space to you first. This option is great for companies that plan on growing, but need a little more time to achieve their goals.

An important step in ensuring your new office location has the perfect amount of space is to analyze how your business has grown in the past and how you predict it will continue to grow in the future. From there you can formulate a realistic idea of how much additional space you may need, and decide if either shadow space or a right of first refusal agreement are viable options for you.

Where you work matters. That’s why we’ve partnered with an online software platform to make it easy to search for spaces that are specific to your needs. All you need to do is enter your information here, and you will be given access to a database of office space listings complete with virtual tours, floor plans and all-in monthly prices. Finding the space of your dreams is only a click away.

Executive Networking with Tenant Advisory Group


This Executives Breakfast inspired a number of great discussions and offered Chicago business leaders the opportunity to broaden their networks.

At the Executives Breakfast, attendees discussed “Is there a defining moment or decision you’ve made that has helped shape your career?” Here are the responses:

Jill Kushner Bishop, PhD, Founder & CEO, Multilingual Connections: Wanting to start a business for a while but had a comfortable position. HR director had made some unethical decisions and she spoke out and was given resignation later. Was Named Evanston business person of the year!

Jaclyn Moser, Partner, Harken Interiors: Was helping facilitate creative work and wasn’t getting the right fit from the current job. Wasn’t being fulfilled. Seeing the fruits of their labor.

Brian Black, Relationship Development Manager, Tenant Advisory Group: When he met Bill, he felt he was a genuine guy. When spoke with Mark Meyer he suggested a lane change for his career.

Matt Field, President, Express Employment Professionals – Used a recruitment firm and it was a terrible experience.

Chris Sommers & Jaclyn Moser, Founders & Partners, Harken Interiors: Getting paired up with Jaclyn and seeing how well they worked together.

Nanette McCarthy, Principal Partner, Griffin McCarthy & Rice: It started from previous employment and she met her partner there. She saw that the client’s best interest was not being met. She and her partners started their own firm to put their client’s best interests first.

Robert Natke, Partner, UrbanWorks: Just graduated from architectural school. He went back for an MBA and that changed his approach to architecture.

Max Adelman, State Farm Insurance Agent, Max Adelman State Farm: He was premed at home for break. His family told him to not be a doctor.

Joe Blandford, CEO, Greatline Communications: Had a job and got a new boss. His boss was a difficult person to work for and he left. After surviving cancer, he changed perspective. He has 4 daughters.

Cathy Jama, Executive Vice President, Tenant Advisory Group, LLC: Had a meeting with Bill and is now working with the TAG team. Surround yourself with positivity.

Laurel Bellows, Founding Managing Partner, Bellows Law Group, P.C. & Past President, American Bar Association: Met her future husband and current law partner. She wanted to be a trial lawyer when women weren’t allowed to be lawyers. He was looking to train a woman to be a trial lawyer. Who stands in front of a jury and builds a relationship within 30 seconds, a man or a woman?

Percy Haley, Partner, Black Rhino Financial GroupF: Decided to switch careers from banking. Prayed about it and he met his partner Darryl.

Jamie Horn, Partner, Digital Experience and Marketing Recruiting: Her dad never encouraged her to get into the business. She did an internship in commercial real estate and came out of school in a recession.

Chris Salvi, Co Founder, Salvi Media: Interviewing a glioblastoma caretaker. Made him realize the power of the story.

Amber Autumn, VP of Business Development, Summit Design & Build: Her dad was a brick mason and he took her to jobs. When she was 8, her dad said do you want to go to work with me or stay home with your mom and clean the house?

Dane Sanders, Director of Capital Markets, Black Rhino Financial Group: Wife, and 3 kids were the defining moment. A client said you really helped me.

Rick Sudekum, Managing Partner, Sudekum, Cassidy & Shulruff: when some younger partners came to him and convinced him to start a new firm. Living values. 10 commandments. Do unto others.

Mark Meyer, Founder, E&M Strategic Development: Was a banker at Associated. Had a cushy job. He was approached by someone to go to straight commission and left salary. He has started 7 different businesses since. He cames back to relationships and began doing the right things. Do what you say you’re going to do.

Ivan Vislavskiy, Co-Founder and CEO, Comrade Web Agency: inspired by his old boss. He loved him and thought very highly of him. He wanted to be like his boss. Decided needed balance in his life.

Chuck Gullet, Managing Broker, Best Chicago Properties: Has 13 yrs at Caterpillar. The moment of clarity was during Pearl Jam at Lollapalooza. Realized he needed to move to Chicago.

Cyrus Rivetna, Principal, Rivetna Architects Inc: Was doing everything for his business and took the plunge and hired his first employee. Changed his mentality that he can delegate. If you’re not enjoying what you’re doing, you’re doing the wrong thing.

 

Guest List:

Max Adelman, State Farm Insurance Agent, Max Adelman State Farm

Laurel Bellows, Founding Managing Partner, Bellows Law Group, P.C. & Past President, American Bar Association

Tim Van Mieghem, Partner, Proaction Group

Dave Norris, COO, RedRidge Finance Group

Chuck Gullet, Managing Broker, Best Chicago Properties

Amber Autumn, VP of Business Development, Summit Design & Build

Laura Dribin, CEO & Founder, Peritius Consulting

Dane Sanders, Partner- Director of Capital Markets, Black Rhino Financial Group

Max Adelman, CEO, Max Edelman State Farm

Joe Blandford, President, Greatline Communications

Matt Field, President, Express Employment Professionals

Chris Sommers & Jaclyn Moser, Founders & Partners, Harken Interiors

Percy Haley, Partner, Black Rhino Financial Group

Jill Kushner Bishop, Ph.D., Founder & CEO, Multilingual Connections

Nanette McCarthy, Principal Partner, Griffin McCarthy & Rice

Andy Mack, Co-Founder & Managing Partner, SnapMobile

Chris Salvi, Co-Founder, Salvi Media

Robert Natke, Partner, UrbanWorks

Rick Sudekum, Managing Partner, Sudekum, Cassidy & Shulruff

Jaclyn Moser, Partner, Harken Interiors

Brian Black, Relationship Development Manager, Tenant Advisory Group

Joe Blandford, CEO, Greatline Communications

Cathy Jama, Executive Vice President, Tenant Advisory Group, LLC

Jamie Horn, Partner, Digital Experience and Marketing Recruiting

Mark Meyer, Founder, E&M Strategic Development

Ivan Vislavskiy, Co-Founder and CEO, Comrade Web Agency

Cyrus Rivetna, Principal, Rivetna Architects Inc

Making Your Employees’ Needs a Priority in Your Office Search


Employees are the lifeblood of any business, and their productivity is directly tied to their happiness. Employees who feel their needs are being met are generally more productive and creative. It’s human nature, and finding a space that supports your team can mean happier and more productive employees.

Need: A Quiet Place

Open-concept office spaces are great for collaboration, but what happens when someone needs a private space to focus or make a call? Consider finding space with smaller office rooms that can accommodate the need for a place to think, a place to be productive and place for your employees to take a moment away from the hustle and bustle.

Need: A Place to Communicate

Whether your team is trying to complete that sale or they’re corresponding with a client via video conference, it’s important to have a designated space to take calls and video conferences. This room will need to have infrastructure that allows it access to the necessary technology.

Need: A Place to Gather

From social gatherings to team meetings to networking events, there needs to be space within your office for people to gather. Consider a multi-purpose space with movable furniture and partitions. This will allow you the freedom to use the multi-purpose area to gather when needed and utilized for other office functions when not needed.

Adequate spaces and layout should be an important consideration for your search. When your team feels supported and heard within the office space and structure, the results yielded will be boosted productivity, increased morale and an overall better work experience.

Need: A Place for New Mothers

Mother’s Rooms are one of the best ways you can support employees coming back from maternity leave. Not only are these spaces a great way to help the mothers on your team feel like their needs are being met, it’s also illegal to not have a private area for women who are nursing.

Where you work matters. That’s why we’ve partnered with an online software platform to make it easy to search for spaces that are specific to your needs. All you need to do is enter your informationhere.You will be given access to a database of office space listings complete with virtual tours, floor plans and all-in monthly prices. Finding the space of your dreams is only a click away.

The Importance of Infrastructure


Paying attention to infrastructure means paying attention to the nitty gritty details, but it’s these details that save you time and money in the long run. Below we have your guide to all things infrastructure for your new office space.

Movable Partitions and Furniture

As your business changes size and scope, having appropriate accommodations will make this transition seamless. Movable partitions and furniture are an easy and cost-effective way to accomodate for the expansion of your business. Seeking infrastructure that lends itself to the incorporation of movable additions is an imperative way to adequately plan for your company’s future.

Internet Connectivity

We all run on wifi these days, and your new building should be able to support that need for the entire office. Infrastructure plays a huge role in how easy or challenging it may be to set up your necessary systems. The difference between fast and effective wifi and internet that drags can be in the way your space is designed. Before you commit to a space, have the landlord run a network test on existing channels to ensure they work properly. If any of the cablings needs to be restructured, it could turn into a more costly project.

Security Systems

Ensuring the safety of your employees and important information is crucial. Consider if the space you’re looking at has a doorman or if there’s already a security system. If the security system needs to be updated or if one needs to be installed, this could turn into a costly and expensive project. Be on the lookout for existing security and how that aligns with what you need to ensure the safety of your employees and company assets.

Utilities

It’s easy to overlook things like sprinkler systems or outlets. If the sprinkler systems don’t function properly, you’re putting your employees at risk and either you or your landlord will be required to replace them. As for electricity, it’s recommended that you ask your landlord to run an electricity survey to gauge how much electricity your office space is using. Understanding the efficiency of your electricity and utilities can save you time and the surprise of higher-than-expected utility bills.

The inside of your new location is just as important if not more than the actual physical location. Weigh the pros and cons of location and infrastructure to narrow down the types of office locations you’re considering.

Where you work matters. That’s why we’ve partnered with an online software platform to make it easy to search for spaces that are specific to your needs. All you need to do is enter your information here, and you will be given access to a database of office space listings complete with virtual tours, floor plans and all-in monthly prices. Finding the space of your dreams is only aclick away.

EXECUTIVE NETWORKING WITH TENANT ADVISORY GROUP


Every month, Tenant Advisory Group hosts an Executives Breakfast and an Executives Luncheon to provide an opportunity for Chicago business leaders to build new, meaningful connections and discuss topics relevant to running a business.

During the Executives Lunch, attendees were prompted with the question, “Some of our best referral sources can be existing clients. What do you do to stay in front of your current client base?” Here are a few of the lessons shared in response:

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 Bill@TagCommercialBroker.com.

 

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

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