Tuesday, December 21, 2010

Financial advisor finds more freedom, less stress away from Wall Street

Showcasing early entrepreneurs has a twofold purpose. One is to offer an added marketing communications or social media element to help promote their businesses. The second is to provide a forum through which they can guide other aspiring business owners around avoidable obstacles and toward a path of attainable goals. Sharing insights begins with hearing their stories firsthand beginning with a conversation with
Frank Griseta, financial advisor
The Griseta group
847-923-1707
fgriseta@focusfinancial.com
http://www.focusfinancial.com/

MY MOTIVATION
I realized early on that the trend among Wall Street financial institutions was to focus more on revenue than on what was best for the customer. This wasn’t my approach. I wanted to do something that was more efficient and a lot more beneficial for the client. I wanted to perform this way within the firms that I had worked, but wasn’t allowed to. Meanwhile, I continued providing my clients with a very great value at a very reasonable price. As a result, when I moved my practice to my new firm, most of my clients came with me. I was told by a very successful person that if you want to work for a company that doesn’t exist, go out and create it. And that is exactly what I did.

ABOUT MY BUSINESS
The Griseta Group focuses on comprehensive financial planning for its clients. Outside of just investments linked to the stock market which, of course, is a very important part of a financial plan, I like to look at the overall financial picture and try to help clients have financial success not only in one area, but in all areas of their lives. I feel that once someone is well-rounded from a financial standpoint that it alleviates a lot of stress from their life.

MY UNIQUENESS
Because the margins are tight among the competition, most of them look at the amount of assets coming in and invest them simply to generate the greatest amount of revenue. To me, it’s more about getting a person from point A to point B. I feel that the way I invest money and the fee that I charge creates a lot of transparency. My approach allows the client to see the activity within their portfolios to the point where it’s clear that I am not just trying to generate revenue. Even before I create a relationship with a client, I explain to them how I will be moving their assets and how I be compensated, so that they have a complete understanding of the process as well as of each transaction.

MY IDEAL CLIENT
Usually, I look for clients with at least $250,000 to $500,000 or more in investible assets. However, that doesn’t necessarily mean that people under those amounts are not entitled to financial planning, we well. For people who fall into this category, I have established programs that are just as transparent as those that I offer my other clients.

MARKETING METHODS
I’m a pretty avid networker. I attend a great number of events on a regular basis, but do so strategically. I try to target those in their 40s to 60s who most likely are in the asset bracket on which I’m focused. I also recently rejoined the Greater O’Hare Association and Elk Grove Chamber of Commerce which I think will be a good fit for me.

SHARED ADVICE
What surprised me the most about starting my business and being away from Wall Street was the amount of freedom that I have in being able to take care of my clients. If you are less stressed you can perform at your best. Moving away from the corporate rat race is allowing me to do that. The one thing that I would have done differently would be to have more help in the beginning. Moving a book of business requires a lot of paperwork of which I did 95 percent by myself. I’d tell prospective entrepreneurs that entrepreneurship is very rewarding. Make sure you do your homework, make certain you are prepared, and have the proper funding necessary to serve your clients. Make use of an advisor or mentor to help you distinguish between the emotional decisions and the business decisions. In the end, just never give up.

Editor's question: How many of you entrepreneurs have also built the business that you've always wanted to work for?

Monday, December 13, 2010

Professional segues from commercial interior design into commercial real estate sales

Showcasing early entrepreneurs has a twofold purpose. One is to offer an added marketing communications or social media element to help promote their businesses. The second is to provide a forum through which they can guide other aspiring business owners around avoidable obstacles and toward a path of attainable goals. Sharing insights begins with hearing their stories firsthand beginning with a conversation with

Patricia Keegan, senior vice president
Vertical Brokerage, Inc.
O: 312-362-0360
M: 847-612-0504
F: 847-550-0679
keegan@vbire.com
www.verticalbrokerage.com

MY MOTIVATION
There were several circumstances that motivated my becoming a commercial real estate broker with Vertical Brokerage. First, I had more than 20 years in the corporate world of land acquisitions, corporate building, recruiting tenants, negotiating their leases, getting their space designed, etc. So, I had that behind me. Secondly, after I left the corporate world four years ago, I started an interior decorating business. I became certified as an interior decorator and also had earned certification as a commercial interior decorating specialist. Then, more recently, a friend offered me the opportunity to join her brokerage firm as senior vice president of commercial real estate. So, I decided to jump at that. But, in order to do so I first had to go to school to obtain a real estate brokerage license which I did and, subsequently, joined Vertical Brokerage.

ABOUT OUR BUSINESS
Vertical Brokerage is a small commercial real estate brokerage firm that works with the small business person who wants a small office or retail space. Our focus is on anything under 20,000 sq-ft. which the large firms traditionally don’t care to handle. As far as our marketing efforts, we use traditional online brokerage sites to list our properties, do a lot of networking, and make use of a onsite signage at our listed properties.

OUR UNIQUENESS
Along with our niche of serving the small business owner, Vertical Brokerage specializes in helping both owners and tenants find the right match. While we do help clients find land or buildings for investment purposes, our expertise goes beyond just helping them find properties, we also help them evaluate the perspective space, show them how they can use it efficiently and effectively, and help them build the business image they want to convey through interior design recommendations.

IDEAL CLIENT
Our ideal clients are building owners who are seeking tenants, business owners who are seeking office or retail space and investors who are looking for commercial properties to add to their investment portfolios. Our area of focus is from Naperville to Vernon Hills along the Schaumburg corridor.

SHARED ADVICE
If I would have done anything differently, it would have been to start this career sooner. I just feel that this is such a perfect fit for me. I love the idea of helping clients find the right space and match tenants with landlords looking for the perfect tenant. Tenants, on the other hand, are looking for the perfect space that is functional and a landlord who is reasonable. So, making those match ups is what this job is all about. The best advice I can offer new entrepreneurs is to choose a business that you love, because, if you love what you’re doing everything else will fall into place.

Editor's question: How many of you have changed career paths within the last year?

Monday, December 6, 2010

Relocating at start of recession causes event planner to rebuild

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Melissa Bingham, president
Bingham Marketing & Events
mcbingham@binghammarketingevents.com
www.binghammarketingevents.com
847-716-0673

ABOUT MY BUSINESS
Bingham Marketing & Events offers full-service event and meeting planning for businesses, non-profit organizations and individuals. I also work with many smaller businesses on their marketing needs which includes developing and implementing their marketing plans.

MY UNIQUENESS
Unlike most event planners, I bring the marketing experience to everything that I do. I really look at everything from a marketing prospective. Every event, every promotion, and every social event is all about marketing no matter how obvious or subtle. I always start out with asking what is the client’s goal, what are we trying to achieve?

IDEAL CLIENT PROFILE
My Ideal client is someone who wants to make a mark or establish a presence and enhance their brand. They know they want to make a great impression and difference in their business, but don’t exactly know how.

UNIQUE BUSINESS CHALLENGE
My family relocated here two and a half years ago, so my initial challenge was to re-establish myself in the Chicagoland marketplace. I’ve had my company since 1997 in both Indianapolis and Detroit, and when we moved here in the summer of 2008, I had a grand plan of what I was going to do and how I was going to market the business. Then the market turned. Consequently, the Detroit business that I thought was going to continue was cancelled. At that point, I had to step back and re-evaluate not only how I was going to establish whole new client and vendor bases, but also how I was going to do that on no marketing budget.

EFFECTIVE RESOLUTION
Because the Chicagoland market is so diverse, I made the decision to initially focus in a microcosm and then slowly expand my base outward. I began networking like crazy. I looked at what organizations I wanted to join, what types of events I needed to attend, what kinds of things could I volunteer for to get myself known. I have been fortunate that most of my business over the years has come by way of referrals. I have been working harder than I ever have to gain new clients. As a result, 2010 has developed into a good year. Now, my plan is to move out of this microcosm and widen the scope of my business by attending more diverse events and making more connections.

Editor's question: What case studies of entrepreneurs successfully starting or rebuilding a business during a down economy can you share?

Monday, November 29, 2010

Entrepreneur takes life-long learning out of the classroom and into social venues

Showcasing early entrepreneurs has a twofold purpose. One is to offer an added marketing communications or social media element to help promote their businesses. The second is to provide a forum through which they can guide other aspiring business owners around avoidable obstacles and toward a path of attainable goals. Sharing insights begins with hearing their stories firsthand beginning with a conversation with

Julianna Greer, founder and host
Nouveau
info@nouveau-dupage.com
www.nouveau-dupage.com
phone: 630-984-5365
cell: 630-306-6767
blog:
http://nouveau-dupage.com/blog.htm

ABOUT MY BUSINESS
Nouveau offers interactive life-enrichment programs that are mostly classes and workshops along with some fun events. Our popular topics include memory improvement, stress management, dream interpretation, how to sell on eBay™ which is a direct result of the economy because people are trying to get rid of their unnecessary items, live more simply and make money at the same time. Another presentation that goes over well is entitled “Welcome to the New Normal.” While I have a degree in gerontology and present several of the programs myself, Nouveau encompasses a reserve of professionals that delivers the wide-ranging topics listed on our program of events.


WHY I STARTED THE BUSINESS
Nouveau began out of a desire to develop a business that we could build and run from anywhere. My husband and I talked about the type of business that we’d want to be involved in after retirement. Meanwhile, I could see the days of my current career were numbered, so when I did lose my job, Nouveau began sooner than later.


OUR UNIQUENESS
What makes Nouveau unlike anything else is that we focus on humanities, psychology and personal growth. Community colleges tend to focus on computer training, foreign languages and, in some cases, culinary arts all in an academic environment. What we do is host our events in a more social setting with the right ambiance where refreshments are available. We specifically avoid holding our classes in classrooms or boardrooms for this purpose. Looking toward next year, I envision event planning services that would include content-based marketing and fund-raising events for retail businesses and non-profits.


OUR IDEAL CLIENT
We’ve found that people most interested in life-long learning tend to be adults over 35 with at least some college education. I’m reaching these people through a number of groups on LinkedIn™ and my Facebook™ page. I’m also making use of press releases to announce our various events. At the same time, I’m offering some free programs to develop name recognition. I conduct a regularly-scheduled email blast to my mailing list along with targeted direct mail campaigns. Plus, I will be starting my own MeetUp™ group. We’ve found that the most effective way to broadcast our programs is by the venue itself posting them on its own event calendar. I’m looking to partner with various restaurants or businesses who would find our life-enriching programs complementary to what they offer their customers.

SHARED ADVICE
What surprised me the most about starting my business was the amount of time and the many channels I’d have to go through to get it up and running. What I might have done differently would be to contact more social networking groups in advance to learn that they were not necessarily going to support my concept or promote my business as some so-called experts had assured me would be the case. What I am doing is connecting with some advisory groups to gain help in refining my direction. From my own experience, I would tell new entrepreneurs that starting your business most likely will take more time and money than you originally expected, but with perseverance and the help of the right advisers there is no reason you can’t succeed.

Editor's question: What other venues do you feel would be ideal for life-enrichment programs?

Monday, November 22, 2010

Reducing transition stress becomes basis for entrepreneur's new business

Showcasing early entrepreneurs has a twofold purpose. One is to offer an added marketing communications or social media element to help promote their businesses. The second is to provide a forum through which they can guide other aspiring business owners around avoidable obstacles and toward a path of attainable goals. Sharing insights begins with hearing their stories firsthand beginning with a conversation with

Michael Harrawood, owner
Just Call Mike Home Helpers
michaelharrawood@comcast.net
708-289-4763

ABOUT MY BUSINESS

Just Call Mike provides services either for seniors who are downsizing and moving into another home (i.e. condo, assisted living, etc.), or busy professionals who are in the midst of relocating. We help get their homes ready for resale. We'll go in and clean the carpets, patch and paint, clean the windows, pack up belongings and do whatever it takes to make the house move-in ready. This also includes cleaning the basement and/or the garage. Beyond this, we also offer seasonal services such as putting up and taking down exterior holiday lighting and décor as well as general home maintenance and organizing. If all someone needs is a single room painted, some heavy items moved, or their gutters cleaned and are looking for a trustworthy and reliable source, Just Call Mike.

WHY I STARTED

I'd been in the building industry for more than 20 years and saw business steadily decline over recent years to the point where I needed to make a career-changing decision. During my time in building I had seen people taken advantage of because they too often relied on people who weren't trustworthy. I want to be their safe, ethical, reliable resource who understands how stressful moving can be for anyone - seniors in particular who are moving from what they always knew as home into a completely new place. Our tagline is "taking the stress out of transition."

MY UNIQUENESS

Unlike similar companies that offer move-out services, I provide more detailed services that others usually don't cover such as window and carpet cleaning, touch-up painting, and minor repairs. But, what sets us apart the most is that we personally focus on the well-being of all those involved. Again, it's taking the stress and anxiety out of these life-changing events.

CLIENT PROFILE

Our perfect clients are seniors themselves or family members who are responsible for relocating and selling their seniors’ homes. We also work with professionals who are also relocating and need similar help preparing their homes for resale. We strive to get each the best value for their homes by de-cluttering, repairing and refreshing each and every room. This could also include landscape clean-up and on-going maintenance until the vacant property is sold. Secondary client/partners for us would be realtors, stagers, estate lawyers, financial professionals/institutions, senior living community professionals and corporate relocation specialists.

SHARED ADVICE

Because I have a tendency to over-analyze everything, I found that starting my business was easier than I had first thought. If you have the experience, are good at what you do and have a real passion for something, just go ahead and do it. Get involved in a lot of networking and align yourself with mentors who are as passionate about helping you as you are about your business. Pay no attention to your critics and stay close to those who champion your ideals and goals.

Editor's question: How many entrepreneurs connected with one or more mentors at the beginning of starting your businesses and in what ways did that help?

Thursday, November 11, 2010

Social networking referral turns into website solution for graphic designer

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Jennifer Strezo
Principal Brand Designer
Red Seal Design
Jennifer@redsealdesign.com

http://linkedin.com/in/jenniferstrezo
www.redsealdesign.com
773-456-2732

ABOUT MY BUSINESS
Red Seal Design is a full-service graphic design company specializing in creating signature brands for small businesses. A signature brand is a company’s image or identity that appears on all of its sales and marketing materials. It includes the look of your logo, your brochures, your letterhead, business cards, website, PowerPoint™ presentations, direct mail, newsletters and the like. A signature brand gives companies a more professional look over something that they’ve tried to create themselves or have taken off the Internet. A signature brand will help to set a company apart from its competition and be immediately recognized and long remembered.

MY UNIQUENESS
We develop customer solutions for your communications materials based on the personality of your company. Red Seal Design doesn’t create a great-looking design without first learning what the image is that the company wants to portray. I begin with a series of basic questions regarding the client’s goals and target audience, but then move into more aesthetic questions pertaining to the client’s likes and dislikes, what adjectives would best describe the compeny, its core values and culture. In this way, my team can create a custom signature brand that truly reflects what the company is all about.

IDEAL CLIENT PROFILE
A perfect client for us would be your small business that has been operating for at least three years and in the beginning may have created their own brand identity or used some form of online template, but now is ready to move up to the next level of brand identity. With so many businesses struggling, today, many come to realize that they need to stand out from their competitors. That’s when they come to us for that professionally-designed custom signature brand.

UNIQUE CHALLENGE
Like most small businesses when they’re just starting out, I had limited funding. While I was able to design my own signature brand for all of my marketing materials, I still needed to hire someone to develop my website which I knew would cost thousands of dollars. The challenge was figuring out how to secure a great custom website design at minimal cost. At first, I attempted to create one on my own, but it was taking up too much of my time and was not getting me to where I needed to be. Meanwhile, I was losing potential business with no website to which I could direct prospective clients. So, after several months of frustration, I decided to seek the help of a professional web developer.

RESOLUTION
I turned to all of my contacts including those on LinkedIn™ and asked for some referrals. It so happened that a friend from college gave me the name of someone who was able to create economical custom websites by using free WordPress™ and Joomla!™ templates. Among the features that make these templates so attractive is that they allow the website owner to make his or her own website edits avoiding additional costs of having to call back the web developer to make them. This sounded perfect. As a result, I was able to design all of my web pages in Photoshop™ and my web developer found a suitable free template into which he could import all of my custom designs. So, after spending months trying to accomplish this on my own, my new found web developer was able to produce a new customized website for me in a couple of days for a fraction of the cost of HTML development. Meanwhile, he and I have created a partnership that now offers our clients economical custom website designs that focus on signature brands.


Editor's question: Who has struggled with developing their own brand identity? Who believes a fresh new signature brand will help better your position among your competitors - and how?

Thursday, November 4, 2010

Fine-tuning language skills of international professionals becomes niche business for entrepreneur

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Sandra Wroblewski, MA CCC-SP/L
Communications Specialist
Accent Aware
accentaware@aol.com
www.accentaware.com
630-784-8173

ABOUT MY BUSINESS
Accent Aware offers communication training for international professionals whose second language is English. I offer this training to individuals as well as to companies and organizations. It’s not teaching English as a second language, but more in line with the next step which is fine-tuning a person’s American-English language skills. The initial response to my early marketing efforts came not only from corporate professionals, but also from the Catholic Church and the medical field. As a result, I’ve worked a lot with Catholic priests who have carried over their accents from their countries of origin and with medical professionals who understood the critical need for clear verbal communication.


MY UNIQUENESS
When I first started my business, there was little competition. But, now there are others who have recently taken up this type of training. What sets me apart
is that I have been a speech pathologist for a long time with years of experience. I continue to pursue educational resources to increase my variety of training methods as opposed to a single type of training fairly common within this field. Also, I have narrowed my area of concentration to where I have now been working primarily on accent modification for the past five or six years. That’s what makes Accent Aware unique.

IDEAL CLIENT PROFILE
On the individual level, my ideal client would be a professional who speaks English well and has a good use and knowledge of the language, but runs into problems in his or her career setting of being understood. Potential clients need to be dedicated, hard-working and wanting to make a change in how they come across in professional conversation and presentations. With regard to groups, the ideal client profile here would be companies that would include me as part of their employee development teams, or to those who offer continuing educational training to their employees.

UNIQUE BUSINESS CHALLENGE
The travel time it takes to get from appointment to appointment to meet with individuals is not the most lucrative way for me to conduct business. What would be ideal would be to have individual companies with a good number of clients within each one to work with in succession, or to work with groups of unrelated individuals all at one location. My challenge is to make this happen.

RESOLUTION
I am concentrating on reaching people within corporations through those who are in charge of employee training and development. That includes those who manage a company’s diversity training, as well. Because of their being closer to the need for this type of communication training, I am confident of receiving a positive response. What’s more, I have joined business associations to meet and reach people within large corporations and organizations. And, at the same time, I am increasing my social media presence and pursuing online training opportunities as technology improves and online interaction between client and trainer happens more in ‘real time.’


Editor's question: Is accent modification something you knew existed? And do you personally know a professional to whom you might recommend such training?










Thursday, October 28, 2010

Mapping out life's memories turns entrepreneur into visual eulogist

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Ronnis Oher, owner
LifeMaps - The Story of a Lifetime
www.lifemaps.biz
info@lifemaps.biz
847-398-0187

ABOUT MY BUSINESS
I’ve been called a visual eulogist because I’m in the business of creating customized keepsake treasures called LifeMaps. A LifeMap is a full-color, hand-drawn geographical map that outlines someone’s life. It incorporates their personality traits, their relationships, their major life events and some of their fondest memories. It captures not only the facts of the person’s life, but also who they are/were. The maps are humorous and whimsical featuring mountains, deserts, swamps, rivers, campgrounds, highway and small businesses - all representing a specific story about a person’s life. Yet, at the same time, they can be touching because they not only allow people to see what impact their lives have had on those around them, but also to learn how fondly they are viewed by others in their lives.


MY UNIQUENESS
While I don’t have a great deal of direct competition, what makes my business unique among those who provide a similar product is that I bring great interviewing skills to the project along with a sense of humor and custom creativity which others may not.

IDEAL CLIENT PROFILE
My ideal client would be anyone looking for a special gift for a special person who may be celebrating an anniversary, birthday, graduation, wedding or retirement. That would include corporations and non-profits that are looking for special retirement gifts and awards or visual mission statements or sales presentation handouts. Since LifeMaps make great memorials or family member keepsakes, some of my perfect clients would also be the families of seniors who wish to capture the lives of their loved ones while they still have the opportunity to do so.


UNIQUE BUSINESS CHALLENGE
My greatest challenge seems to be how to close the sale. How to get around a prospect’s saying LifeMaps are not within their budgets without realizing just how economical they are and the lifetime value they provide.

EFFECTIVE RESOLUTION
I approached this obstacle head on by offering a traditional lay-away plan to people. If they have an event coming up in six or nine months down the line, I give them the opportunity to start making payments well in advance so that by the time the day arrives, most of the LifeMap will be paid for. This makes the transaction much more manageable. This seems to help people make the commitment which allows me to introduce more LifeMaps into the lives of more people.

Thursday, October 21, 2010

Friend's last request turns into memorial services business that celebrates life

Showcasing recent entrepreneurs has a twofold purpose. One is to offer an added marketing communications or social media element to help promote their businesses. The second is to provide a forum through which they can guide other aspiring business owners around avoidable obstacles and toward a path of attainable goals. Sharing insights starts with hearing their stories firsthand such as through this conversation with

Deborah Williams, owner
Loving Touches Memorial Services
www.lovingtouchesmemorialservices.com
dwilliams@lovingtouchesmemorialservices.com
847-991-0546

BEGINNING MY BUSINESS
I began Loving Touches in July of 2009. What motivated me to start this type of business was that I had lost two of my best friends to breast cancer. One had asked me to handle her memorial service to take the burden off her two sons. She specifically said she didn’t want the traditional morbid funeral, but something fun that focused on all the good times of her life. That wasn’t something normally done at the time, but with the input of her sons, I took on the challenge. I created a DVD of her life, developed a huge photo collage, booked a hotel ballroom and brought in a band. The eulogy was a celebration that covered five areas of her life delivered by five family members, neighbors and friends. At the end, we all toasted her with a shot of Bailey’s which was her favorite. When the event ended, everyone approached me saying that I had missed my calling – and that planted the seed for Loving Touches.

MY SERVICES
Our services are offered both as a package or ala carte. We customize our memorials based on the particular interests and events of the person’s life. Some families have requested bagpipers, flag ceremonies, and a Japanese white butterfly release. Our number one requested item is our eight to 10-minute DVD which is an uplifting life-story summary depicting an era or various life celebrations of the loved one. Each service can be as unique as the person whose life is being celebrated.

MY UNIQUENESS
The beauty of what we do is that it is very cost effective. Combining cremation along with our memorial service is about half the cost of a traditional funeral. – very appealing in this economy. In addition, cremation and what we do are 100 percent environmentally safe which is of great importance to many people, today.

IDEAL CLIENT
That would be people in the age range of 45 to 65 primarily because they are looking after their parents, or those who are above 65 and in the position of having to make their own memorial decisions.

MARKETING MY BUSINESS
Currently, about 95 percent of my business has come through referrals from cremation societies or people who have known or used us. The other five percent has come from the Internet thanks to a great website and some Google Adwords. I also advertise in the Pioneer Press and the Daily Herald. I have been featured in Crain’s as well as in the Daily Herald and I will be featured in Our Family Magazine in Barrington.

SHARED ADVICE
What surprised me the most was the traditional value systems of everyone and their resistance to change. Initially, we had surveyed residents of the northwest suburban area who had recently dealt with the loss of a loved one. We found that 73 percent said they were dissatisfied with the service that they had, yet their resistance to making a change was surprising. They were nervous in thinking that a memorial service could be a happy occasion.

The one thing that I might have done differently would be to have marketed the business in advance of starting it. I tried to get it up and running first and then did my marketing. I find that the Midwest is a more conservative area. Change is difficult here. Had we started on the West Coast, we might have taken off a little more quickly.

I’d advise budding entrepreneurs to do your research and be willing to change because you’re going to have to continually re-evaluate your market at first. Who you think is your target customer may not always be the case and you’ll have to adjust many times over. Also, be open to the comments that you receive because many of them will be positive suggestions and recommendations that can help you. In the beginning of any business, there will be many ups and downs. You’ve got to ride those waves in order to make it.

Wednesday, October 13, 2010

Entrepreneur sells clients on full-service marketing with accountability workshops

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Claire Slattery, director of client marketing
and business development
Mindful Mix
http://www.mindfulmix.com/
claires@mindfulmix.com
847-284-4404

ABOUT MY BUSINESS
Mindful Mix is a full-service marketing agency that helps companies determine the right marketing strategies for their business. Working within the budgets of each client, we specialize in maximizing the reach and ROI of each promotion. We provide business planning, strategies, budgets, branding, corporate communications, sales collateral, website development, seminars and webinars, along with marketing coaching.

MY UNIQUENESS
I bring a wealth of well-rounded marketing experience to the table. Unlike some contemporaries who specialize only in specific marketing disciplines such as graphic design, PR, or research, I offer personal expertise in every aspect of marketing. There are few small agencies of our size that offer this hands-on working relationship. In essence, I serve as the client’s marketing director without its having to incur the expense of hiring a full-time staffer or paying the premium costs of contracting with a large, high-priced marketing firm. In addition, I offer accountability coaching to keep clients on target toward reaching their short and long-term goals – unusual for marketing firms.

IDEAL CLIENT PROFILE
The ideal client for Mindful Mix is any size business that has a genuine commitment to marketing, but is also aware that it may not be in the position to hire its own full-time marketing professional. A secondary client profile would be that of a company that has downsized its staff and is comfortable with outsourcing its marketing projects to professional contractors.

UNIQUE BUSINESS CHALLENGE
My primary challenge is determining how to get business owners to make that initial investment in marketing in order to take their businesses to the next level. Most understand the value of a marketing program, but shy away from committing the funding necessary to take that first step.

EFFECTIVE RESOLUTION
We have designed coaching and accountability seminars that give business owners a sampling of how marketing can increase their bottom line. As a result of these programs, clients begin to see the measurable results of a concentrated marketing focus. In turn, clients not only readily accept the concept of a more complete, on-going marketing plan, but also choose Mindful Mix as the full-service marketing resource to put their plan in place.

Wednesday, October 6, 2010

Despite recession analytics consultant sets up niche business in 24 hours

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Alex Caffarini, president
Analysights, LLC

www.analysights.com
acaffarini@analysights.com
blog: http://analysights.wordpress.com
847-895-2565

ABOUT MY BUSINESS
We’re a market research and analytics firm that helps companies make better marketing decisions based on analytics. In other words, imagine having a magic wand that would tell you which non-customers would have the best chance of becoming customers, or which current customers are at risk of leaving you and going to a competitor. We’re able to do this by comparing a customer’s purchasing history, demographics, and psychographics to those former clients who have left your company. We can also come up with a score for your current customers using similar data to better know on which ones you should be spending your marketing dollars. In addition, we’re able to provide information through surveys on how much the market is willing to pay for a new product concept as well as the size of the market.

IDEAL CLIENT PROFILE
My ideal client would typically include banks, credit card companies with $500 million to $2 billion in assets. Or associations with large memberships wanting to determine which non-members are likely to become members and which current members are at risk of leaving. Typically, any data-rich industry whose companies collect a lot of statistics on their customers for marketing effectiveness would be a perfect client – mobile broadband firms, retail catalog companies, direct marketers, credit unions, credit card companies.

MY UNIQUENESS
We’re strong in discussing complex analytical concepts in layman terms so that anyone not familiar with statistics or analytics in market research will gain a simplified understanding of everything they need to know. We don’t use any heavy technical jargon to which most clients can’t relate. And, our size allows us to offer a great deal of personal interaction between us and the client.

BUSINESS CHALLENGE
My primary challenge was to get this business flying in the midst of a recession. The company will be two years old this November. I had been working for the American Medical Association at the time doctors began dropping their memberships. I saw the writing on the wall and decided to start my business in 2008.

EFFECTIVE SOLUTION
I wasted no time in getting things moving. I got my tax papers in order, created my business plan, got my LLC designation, and set up my website all in the span of a single day. Obtaining that first client became my focus. I participated in countless networking events because demonstrating your abilities and capabilities is key to selling any consulting service, especially analytics. I worked on getting myself known as an expert in the field – “You’ve got to circulate in order to percolate.” There were no quick fixes. I called family members and sent relatives letters telling them I was in business. I soon realized that I was focusing on too broad a range of clients. I was looking at both small and large companies which would be impossible to manage. So, I honed in on what became my niche – financial companies and tech companies. In addition, I started a blog to build a following and I created a Facebook™ page. As a result of these efforts, things are beginning to move along steadily for Analysights LLC.

Thursday, September 30, 2010

Key resource development sets company at forefront of employee/caregiver field

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Susan Avello, vice president, resource network development
AgingInfoUSA, LLC
http://www.AgingInfoUSA.com
susan.avello@aginginfousa.com
blog: http://susanavello.blogspot.com/
224-618-1008

ABOUT OUR BUSINESS
AgingInfoUSA offers ongoing Elder Care seminars and educational programs inside corporations designed around the individual needs of their employees.

OUR UNIQUENESS
At any given time, more than 21 percent of the workforce is dealing with a care giving situation. We address this growing challenge through a confidential online survey of employees followed by programs we customize to their specific requests.

IDEAL CLIENT PROFILE
The CEO or Human Resource Director of a mid-sized to large corporation in the Chicagoland area would be the perfect client for us.

UNIQUE BUSINESS CHALLENGE
As the number of elderly in the United States continues to grow with the Baby Boomers aging, the issue of employee caregivers will be amplified. This growth will intensify the amount of lost revenue - $17-$33 billion annually - for companies due to decreased productivity, caregiver stress, FMLA leave, and other stress-related health issues of caregivers. Our challenge is to prepare our company to be at the forefront of this crisis by developing the right resources for employees and companies alike.

EFFECTIVE RESOLUTION
We have devised an ongoing educational series, developed resources and planned events that assist in employee retention, factor in the decrease of FMLA for elder care and help create a more satisfied workforce. Among these are elder care seminars held at corporations, employee wellness events, on-site support, and links to established resources. By doing so, AgingInfoUSA has been able to stay atop our industry as the champion of caregiver employees.



Wednesday, September 22, 2010

Remaining at cutting edge of craft results in sustainable customers

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Jill & Gerd Loof, owners
Signs By Tomorrow
www.signsbytomorrow.com/arlingtonheights

arlingtonheights@signsbytomorrow.com
P: 847-255-0123
F: 847-255-0183


ABOUT OUR BUSINESS
We are a family-owned, full-service sign company that specializes in digital signage for trade shows and events, vehicle wraps and lettering, window graphics, interior, exterior, dimensional, architectural signage and more.

OUR UNIQUENESS
We are a solutions provider, not just order takers. We help clients save time and money by finding, making and/or offering very innovative, effective and competitive signs and graphics solutions. Taking advantage of new technologies, combined with a "do it right the first time" approach, also allows us to drive down cost, making our products and services even more competitive.

IDEAL CLIENT
Anyone with a repeat need for signs and graphics solutions would fit our ideal client profile. This is the same person who desires great results and/or the highest possible return on his or her sign investment.

UNIQUE CHALLENGE
Our primary challenge is to quickly and correctly identify the customer's needs, then find and propose the appropriate signs and graphics solutions. With the countless options in materials, equipment and software, plus the wide range of prices, it's critical to avoid costly confusion that could affect both clients and us in time and money.

EFFECTIVE SOLUTION
We have found that by keeping up with industry trends and technology via publications, resources, trade shows and industry experts, we are better able to find alternative service and product solutions in different price ranges. Being able to offer customized solutions rather than "one fits all" products, we clearly help customers to differentiate themselves - to help make them look outstanding. Over the years, this approach has resulted in the valued relationships of sustainable and satisfied customers.

Wednesday, September 15, 2010

Nationwide challenge generates worldwide response for business coach

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Victoria Cook, business coach
The Guilt-Free Coach
www.TheGuiltFreeCoach.com
victoria@TheGuiltFreeCoach.com
847-701-4739

ABOUT MY BUSINESS
As a business coach, I help women business owners achieve their big goals or projects without all the guilt so often attached to such great endeavors. I use a 7-step, Guilt-Free RESULTS system that I have personally developed which acts as the framework for guiding women toward their accomplishments. It enables them to clearly know what their focus is and what their priorities are.

MY UNIQUENESS
Not only am I a coach but, in several ways, I am the mirror image of many of my clients. I, too, am a busy, high-achieving business owner who is working to achieve the success I desire professionally without sacrificing what is so important to me personally. My clients can feel confident that I have been in their pumps and have walked out successfully to the other side of my goals.

IDEAL CLIENT PROFILE
The perfect client for The Guilt-Free Coach is the small women business owner with a staff of 25 or less. She is usually very successful, driven, high-achieving, but has something out of balance in her life or business. Or, she might have something big that she wants to achieve – whether it’s to increase her business growth or take on a special project – but, is not quite sure how to fit that into her life with everything else going on around her.

UNIQUE BUSINESS CHALLENGE
My business is growing well, but, like many business owners, I would like to have business coming in on a more steady basis. I took this challenge to my own marketing coach and, together, we developed an amazing program that accomplished exactly what I was aiming for and much more.

EFFECTIVE SOLUTION
I launched a 30-day nationwide challenge through social media to business owners who wanted to achieve a particular goal, but were stuck in the process. It was based on their registering for an e-course from which they received information and inspiration from me to help them over the following 30-day period. I communicated with them daily by email to get acquainted and to provide a sampling of my 7-step system that they could put to use immediately. I also launched a contest through which candidates could submit their success results. From these I chose a winner who received a grand prize package. This program turned into a tremendous lead-generating tool for me. I now have people on my mailing list from all over the world and received my first international client as well. I recently began a group coaching program to which 20 percent of my challenge participants are now signed on. And, oh yes, the winner of my Big Goals No Guilt 30-Day Challenge exceeded her goal by 25
percent! To start your own challenge, visit www.TheGuiltFreeCoach.com.

Wednesday, September 8, 2010

Encouraging clients to set their personal tastes aside first job of promotional products specialist

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Warren Priemann, president
About Excellence, Inc.

www.aboutexcellencepromotions.com
aboutexcellence@comcast.net
847-726-9535

ABOUT MY BUSINESS
About Excellence provides solutions to cost-effective advertising through the use of promotional products. We help businesses create top-of-mind name recognition so that, over time, they become the vendor of choice within their marketplace. Our products open doors to multiple follow-up opportunities – everything from after-trade-show calls stemming from imprinted giveaways to inquiries on the outcome of a customized corporate gift. Our promotional products help create a KNOW, LIKE and TRUST relationship among companies that stimulates long-term business growth.


OUR UNIQUENESS
I believe that my style of initiating a relationship among potential clients is my uniqueness. I immediately get them involved in personal choice. When offering people a promotional item that I’m giving away on any day, I let them choose from among many colors. That means they will spend more time with me looking at the items determining which color they prefer. This unique approach allows me to interact with the person a little longer and find out about their business and their marketing needs. At the same time, it gets them involved in the moment by selecting the color they most prefer.

IDEAL CLIENT
Our ideal client is a business owner who not only recognizes the value of marketing promotions, but also understands the products need to be worked. That means they have the patience necessary for follow-up and continual relationship building. An ideal client also knows that promotional products are marketing tools that, if used consistently, will build their business over the long term through brand awareness.

UNIQUE CHALLENGE
Outside of overcoming the overall challenge of the current economy, one of my unique business challenges is getting customers to set their own preferences aside and include my industry knowledge in making their decisions. Too often, clients will be put off by a particular item because it is not to their personal liking – be it color, design, or concept. Yet, that very product may be tremendously effective in the marketplace. This is the mindset that I am challenged daily to change. I need to convince them that they are not purchasing promotional items for themselves. They are purchasing them as additional marketing tools proved to be effective in generating new business. The bottom line is to keep personal taste out of the equation and base your decisions on the positive statistics that I can provide.

EFFECTIVE SOLUTION
First, I remain very active within the industry with regard to new product lines and continual promotional products marketing education and certification. Secondly, I keep in close contact with my suppliers. Based on their feedback, I stay current with what products are the most effective. Thirdly, using this information, I work to help my clients look at products through their customers’ eyes. I try to instill in them that it’s important to keep their personal choices and tastes off the table during the decision-making process. Those who change their way of thinking often have more success with adding promotional products into the mix of their marketing programs.

Monday, August 30, 2010

“Visual” testimonials help sell the benefits of interior redesign and staging

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Marianne Yurko, owner
Redesigned With You In Mind
http://www.redesignedwithyouinmind.com/
myurko@sbcglobal.net

630-460-3000

ABOUT MY BUSINESS
The mission of Redesigned With You In Mind is to allow people to “fall in love with their homes all over again.” I’m an interior redesigner and stager who helps people with their home makeovers by simply using everything that they already own. This concept is particularly important in today’s economy for those who are tired of how their houses look, yet can’t afford a totally new interior design that traditionally requires purchasing most things new. Staging, in particular, is perfect for those having difficulty selling their homes often due to the fact that the interiors of their homes are not showing well. Among my specialties is color consultation which is valuable to people intimidated by the overwhelming color options available, today. And, I offer furniture placement that can economically and efficiently optimize the space and function of any room no matter its size or shape.

MY UNIQUENESS
I look at the whole picture, not at a particular niche. Unlike some of my peers who prefer to specialize only in redesign or staging, or just in window treatments or furniture placement, I take it all on so that I can manage the complete project from beginning to end.

IDEAL CLIENT
I have two ideal client profiles - women whose chosen careers are either inside the home caring for their families, or outside the home in the corporate world. Each has their own "house beautiful" vision in mind, but neither has the time to focus on making it come true themselves.


UNIQUE BUSINESS CHALLENGE
One challenge is finding the right way to market myself so that people will find out about me. There are so many people who might enjoy having a room or house redone or just a new paint color who don’t know who to call. The second challenge concerns the economy. It is getting people to understand that they can afford my services. The perception is that people can’t afford to make their homes look better. But, they soon learn that through redesign or staging, it really is possible.

SOLUTION
As my marketing solution, I’m looking for different ways to market my business – networking through chamber events as well as giving presentations on redesign and staging to members of these same organizations. I find that for my business, it is much easier to acquire new clients at women’s groups. As a result, I’ve made special efforts to participate in several women’s conferences and symposiums this year as a way of gaining greater exposure. I also am a member of an association of redesigners and stagers, and am maintaining a social media presence on Facebook and LinkedIn.
As my affordability solution, I am making it clear to prospective clients that I will work within their budgets no matter what their requests may be. And, as a “visual testimonial’ of sorts, I am now showing clients homes on the market for which I had done staging, pointing out how quickly they have sold. These before and after comparisons - either online or in my portfolio photos - seems to have the greatest impact on helping potential clients understand the affordable value of what Redesigned With You In Mind has to offer.

Tuesday, August 17, 2010

Developing new relationships part of consultant's marketing strategy

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Jerilyn Willin, owner
JWillin Consulting, Ltd.
www.jwillinconsulting.com
jerilyn@jwillinconsulting.com
630-924-8362

ABOUT MY BUSINESS
JWillin Consulting, Ltd. helps people look forward to going to work. How? By providing leadership development program design and facilitation, customized team interventions, change management in terms of working with folks who are left after downsizing, and career strategies coaching for those who are in the midst of career changes – planned or otherwise. Most people enjoy going to work when they believe their employer appreciates their efforts and wants them to grow. Our services deliver that message.

MY UNIQUENESS
My services are all customized. I have no off-the-shelf offerings. I talk with the identified client to discover the problem and the goal from their perspective, then I design a solution. In addition, 98 percent of my coaching is face-to-face which I believe is of unique value. As a coach, there are so many cues I get from that in-person interaction which I would miss over the phone – be it facial expressions or body language – all of which helps to better serve the client.

IDEAL CLIENT PROFILE
I have two levels of clients. There are the individuals who come to me for coaching. They are motivated and willing to work hard by doing the "homework" that I prescribe. They also really believe that they will get a return on their investment. Secondly, there are the organizational clients. These ideally would be the small to mid-size companies that may have experienced either growth and want to help their employees make the most of their jobs, or, they have gone through downsizing and want to ensure their surviving employees have the necessary help adjusting to their new work circumstances and responsibilities.

BUSINESS CHALLENGE
My biggest challenge is to realize that when I am not working with clients I should be marketing my business. Most of my business comes from word-of-mouth. So when my calendar is full, I don’t feel the need to market. That is a dangerous mindset because at times you may have all your proverbial eggs in one basket and in this type of economic climate that basket can be easily dropped.

SOLUTION
Early on, I made a mind map to determine where most of my business was coming from and found that is was from people who knew me or had known of me. This didn’t surprise me because consulting is a relationship business. So, as a way to form new relationships, I have joined new business networking groups, have developed a book review newsletter and have collaborated with a colleague in actually writing a book. The book, Deep, Deeper, Deeper Still, was published in 2009. All of these methods are giving me new opportunities to put myself in front of a lot of new people. To keep my marketing efforts ongoing, I am committed to spending eight hours a week both planning new marketing strategies as well as actually following through on them.


Tuesday, August 10, 2010

Consultant communicates value of marketing and publicity to uncommitted small businesses

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Mary Gerace, consultant
Mary Gerace Enterprises
http://www.marygerace.net/
mary@marygerace.net
708.345.8045


ABOUT MY BUSINESS
Mary Gerace Enterprises offers marketing and publicity services to small businesses and small nonprofit organizations in the greater Chicagoland area. My consulting services are individually tailored to be comprehensive, effective and affordable. If you are a real estate agent, an author, an artist, a public speaker or a small business owner, or if you run a small nonprofit organization with limited staff on a tight budget, Mary Gerace Enterprises can take your message to a higher level of visibility and success. I offer a wide range of expertise, including branding, long-term strategic planning, website analysis and content creation, market research, special event management and all types of media outreach. Choosing professional representation builds credibility. My clients become cost-effective; they spend wisely and avoid expensive mistakes while they gain a higher profile in a message-cluttered environment.

MY UNIQUENESS
I pride myself on my commitment to outcome-driven affordability. After a very thorough initial consultation that is free of charge and without obligation, I devise detailed proposals and quote budget-friendly hourly and project-based fees, with negotiable payment terms. My nonprofit clients receive a discount off my corporate rates. My approach is both big picture-oriented and detail-oriented, a rare combination. I welcome small projects and cost-consciousness. Also, I offer reliable and economical outsourcing referrals -- If I don’t do it, I know who does.

IDEAL CLIENT PROFILE
I have two ideal types of clients: a small local nonprofit organization, with little or no staff, that recognizes how a consultant can significantly benefit its mission; or a small business owner who recognizes that a consultant can provide an important competitive edge and worthwhile ideas executed with flair.

UNIQUE BUSINESS CHALLENGE
As any consultant can tell you, money matters. How discretionary dollars are utilized is the foremost concern of my clients. Sometimes, a small business owner or the board of a small nonprofit finds it very difficult to gather the courage and commitment to work with a consultant in a meaningful way. A prospective client can take that leap and gain the opportunity to boost business or mission to the proverbial next level, or hold back and continue to muddle along with mediocre results or worse.

SOLUTION
By using persuasive communication skills and applying decades of pertinent business experience along with a measure of patience, I do successfully convey to a reluctant prospective client why marketing and publicity assistance is invaluable and indispensable. It can be money exceptionally well-spent, and it’s my ongoing responsibility to demonstrate as much.

Wednesday, August 4, 2010

Cleaning and restoration company relies on technical training to resolve exotic client challenges

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Ken Brown, owner
Assured Services

www.assuredclean.com
ken.assured@comcast.net
847-870-9960

ABOUT OUR BUSINESS
Assured Services started offering carpet and upholstery cleaning in 1986 then branched out into the wide scope of other services that we offer, today. These include in-plant area rug cleaning, window, fan and chandelier cleaning, a no-sand floor refinishing process for hard surface floors - an alternative to sanding without the mess. We handle all sorts of stone and ceramic floor and grout cleaning, mattress cleaning and sanitizing, pet and smoke odor removal, spot carpet dying, plus water and fire damage restoration.

OUR UNIQUENESS
What makes Assured Services unique is the extraordinary service we provide. Our goal is to provide the best service experience ever. So, when our uniformed technicians come into a home - from the moment they pull up to the curb until they leave the house - they are constantly thinking about how our company looks through the customer’s eyes. We begin by first asking permission to pull into the customer’s driveway to make certain we won’t be blocking homeowner access to the garage. From there we continually ask for the customer’s okay to touch or move certain items as we do our work. We don’t just barge in and take over their home. With us, courtesy is key.

OUR IDEAL CLIENT
Our perfect client would be a person with allergies, asthma, pets, or just anyone wanting to keep the life of their carpets to last as long as possible by getting on a regular maintenance program.

UNIQUE CHALLENGE
Our unique business challenge is staying current with the latest industry technology to have the training necessary to handle the full spectrum of unusual client needs. Just as an example, years ago we were faced with cleaning a Frank Lloyd Wright house in a Chicago suburb that at one time had over 100 cats living in it. It was so contaminated that we needed to do extensive structural repairs to the home as part of the clean-up process. No doubt, the house would have been condemned if it hadn't been designed by the famous architect.

RESOLUTION
To handle every type of unusual circumstance such as this, we rely on continual training. Our technicians all have Institute of Inspection, Cleaning and Restoration Certifications. They are trained in technical knowledge as well as in how to be courteous and speak intelligently to the client. We all participate in the industry’s on-going educational programs, not only to make us the most capable professionals, but at the same time to help make our industry the best it can be.

Thursday, July 29, 2010

Financial advisory firm recognizes the economics of business operations outsourcing

Showcasing early entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can guide other aspiring business owners around avoidable obstacles and toward a path of attainable goals. Sharing their insights begins with hearing their stories like the one offered by

Christopher Roberts, Chief Executive Officer
Alchemy Financial Group

www.alchemyfinancialgroup.com
croberts@alchemyfinancialgroup.com
847-852-5000

ABOUT OUR BUSINESS
My partner and I formed Alchemy Financial Group because we wanted to provide comprehensive financial solutions to problems facing people in all walks of life. Some of those concerns include retirement planning, college savings, tax planning, asset protection and asset allocation strategies.

OUR UNIQUENESS
We offer goal-based financial solutions. This means we don’t have blanket recommendations for everyone. We provide unique solutions tailored to each individual. However, what differentiates us the most is our on-going service. We actually make house calls meeting with clients in their homes or offices. If they can’t come to us, we’ll go to them. We also stay in contact with our clients quite often. We’re not just here to invest their money never to be heard from again. We strive to build trusted advisor relationships. We’ve made many friendships among clients because of the extended service we provide.

CLIENT PROFILE
While we don’t have a particular niche market per se, we do a lot of work with teachers and municipal retirees. But, for the most part, we provide services to all people who just want to reach their financial goals and needs. A potential client could have anywhere from $10,000 to $10 million. We have solutions for every size client.

MARKETING OUR SERVICES
We primarily gain new clients through referrals based on the solid reputations that we have among our current clients. We do a little networking and prospecting, but the majority of our business comes from building relationships and the referrals that come from that. We find that Alchemy Financial is perfect for people who have questions about retirement, investments, tax savings, or insurance and need someone who will help them be realistic about their expectations.

SHARED ADVICE
The biggest difference between working for an outside firm and starting Alchemy was that we’re now able to offer solutions based on best available products rather than being tied to those of just one company. We now have many more solutions at our disposal that we can apply to clients’ needs. Looking back, we should have done this years ago. I would tell aspiring entrepreneurs to have confidence in your abilities and to “know what you know.” But, equally important is knowing what you don’t know. Never hesitate to outsource those business functions in which you have no expertise. You need to free up your time to work on more revenue-generating things. In the end, those outsourcing projects will pay for themselves.

Wednesday, July 21, 2010

Estate planning firm looks to recapture business by renewing relationships

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Kenneth Adam Piercey, attorney
Piercey & Associates, Ltd.
PierceyAssociates.com
K@pierceyassociates.com

847-490-8450

ABOUT OUR BUSINESS
Piercey & Associates, Ltd. specializes in estate planning law. We offer a 100 percent satisfaction guarantee, and our clients do not have to pay our legal bill if they are not satisfied. Our client satisfaction rate is over 99.6 percent. Our approach to estate planning law is to minimize the delays and expenses that occur on an estate after death. Although death is a dreary topic, the importance of planning for it remains. With proper planning, considerably more can be transferred as intended. To that end, we eliminate all estate taxes, minimize capital gains and income tax, and avoid the costly delays and expenses of probate court, which is designed to protect creditors. Even if a person has no creditors, if they own $100,000 in their name alone at death, their estate is required to prove that they do not have any creditors in probate court. This burden is often placed on loved ones at a time when they are dealing with the loss of a family member.

OUR IDEAL CLIENT
A common misconception is that estate planning is only for the wealthy, but this is simply not the case. Our services can benefit every person, whether they are wealthy or whether they already have an existing plan and want a second opinion. Anyone who wants to learn more about estate planning can benefit from meeting with us. We offer free initial consultations.


UNIQUE BUSINESS CHALLENGE
Most of our new clients are referred to us by financial professionals. During the stock market decline earlier this decade, many people felt they no longer had an estate to plan. As with any business, cash flow was an issue and we struggled to grow our business.

RESOLUTION
We began to search for additional connections with new financial professionals, and re-connect with those with whom we had not recently met. Our plan was to meet with them on a regular basis and show them why we would be an excellent resource for them and their clients for the benefit of everyone involved. The process continues, and we continually look for new ways to grow our business as described and strive to do such a good job for our clients that they tell everyone they know about us.

Tuesday, July 13, 2010

Relationship building turns tough accounts into friendly clients

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Norwin A. Merens, managing director
NM Marketing Communications, Inc.
http://www.nmmarketingbiz.com
nmerens@nmmarketingbiz.com
847-657-6011

MY BUSINESS
Established in March 1999, NM Marketing Communications, Inc. in Glenview, Illinois, is a boutique B2B marketing services, public relations and special events management agency that develops and implements growth strategies for North American professional services firms, manufacturers, distributors and trade associations. We take a personal interest in working with our diverse client base and are committed to their long-term business success.


OUR UNIQUENESS
Among the attributes that differentiate us from other agencies are the weekly calls we make to key client contacts and arranging in-person visits on a bimonthly basis. It’s simply not enough to send clients a string of emails and hope they know what we’re telling them.

IDEAL CLIENT
Our ideal client is typically a mid-size business or nonprofit group that values the benefits of an ongoing business relationship and encourages “open” communications with a professional marketing services firm. The client recognizes that we’re available to meet and strategize with them, review/evaluate a media calendar for possible business exposure or simply be available by phone to answer questions. We find that an ideal client recognizes what they don’t know and is receptive to recommendations that ultimately can further their business development or market visibility. It’s really wonderful when we’re able to work with an organizational contact that understands and appreciates why they really hired us.

BUSINESS CHALLENGE
Developing strong business relationships with those occasional clients who act very distant at the outset is always a challenge. There have been times when I was ready to discharge such accounts because they were extremely difficult to work with and they didn’t seem to have any interest in cooperating on various business matters no matter how routine or complex.

SOLUTION
With these types of accounts, I worked hard at mapping out a customer relationship plan unique to each client. I got to know the individuals involved not only on a business level, but also strived to know them on a personal level. Establishing a consistent stream of communications, fulfilling their demands, and anticipating their future needs has led to friendly working relationships among these now solid accounts that are flourishing with no obstacles in sight.

Monday, July 5, 2010

Elite partnerships and 24/7 customer service builds client trust for independent insurance agency

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Mike Patel, owner/agent
MP Financial Group Insurance Services
http://www.mpfingrp.com/
mike@mpfingrp.com
847-809-6082

MY BUSINESS
MP Financial Group Insurance Services works with individuals, families and businesses throughout the State of Illinois providing quality products at competitive prices with an emphasis on long-term relationships. Our professional staff analyzes our customers' insurance requirements to provide the best coverage and reduce gaps in coverage. We are independent insurance agents.

OUR UNIQUENESS
We prepare a complete analysis of our clients' insurance needs and design a responsible protection program that is custom-tailored to each customer's special needs. What's more, we have access to many insurance companies which allows us to move quickly to prepare instant rate comparisons from among the country's finest insurance companies. In addition, we periodically review the adequacy of our clients' insurance programs looking for ways to save them money.
We do not work for an insurance company, we work for the customer. When a client has a loss, we make every effort to see that the policy holder gets fair and prompt payment.

OUR IDEAL CLIENT
Our ideal client profile includes individuals, families and businesses looking for a long-term relationship with a full-service, independent insurance agency they can trust to be honest and fair - one that treats their needs as if they were our own. We look for clients who are willing to establish a relationship based on mutual trust, letting us work on their side to develop a complete insurance program for their personal, business or financial coverages.

A UNIQUE BUSINESS CHALLENGE
Our biggest challenge is locating new customers who are willing to share their concerns regarding their insurance needs giving us a chance to help them. It takes time to build mutual trust and, since we are not representative of just one insurance company, we need an opportunity to show why that is to the client's advantage. Specifically, we're able to utilize our unique computer program that provides instant rate comparisons from only the finest insurance companies. We are diligent with keeping up with the the changes in insurance coverages currently driven by new rules and regulations.

OUR SOLUTION
When I began the company in 1999, I wanted it to represent a carefully selected group of financially sound, reputable insurance companies. Once I had access to these companies, I began contacting everyone I new - family, friends and friends of friends - to give me a chance to help them meet their insurance needs. I joined many organizations and attended every event I could. I worked long days and nights for the clients I acquired in hopes that they would refer me to their friends, family and business contacts. By always being available to clients in the evening, on weekends and holidays, I have earned their trust. Consequently, many of them now send me referrals which allows me to continue to develop the company into a full-service insurance agency.