A huge thanks to Leslie McCarthy of NFP Property & Casualty Insurance for her enlightening (and somewhat terrifying) presentation on Cyber coverage this week!
If NFP seems like a household name, that’s because they have been around for DECADES. NFP started on the East Coast, working primarily with baseball and football players, and branched out from there.
Leslie likes to think of insurance as OPPORTUNITY for business owners, instead of being punitive, since it truly does give you the freedom to take risks. In fact, insurance should be seen as a risk transfer vehicle, that allows you to drive a car or employ a person without having to absorb huge damages and losses.Read more
In this week’s morning meeting, we had the pleasure of sharing our podium with International Keynote Speaker Erik Swanson, of Habitude Warrior!
Erik boasts a lengthy 21 years’ worth of speaking and coaching appearances, most impressively being invited to speak at the Business and Entrepreneurial school of Harvard University, as well as joining the Ted Talk Family with his latest Tedx speech, “A Dose of Awesome.”
In fact, Erik speaks to over a million people every year, and it’s easy to see why—we left feeling motivated and totally equipped for efficient goal-setting and time management in 2020.Read more
This week, banker-turned-broker Wesley Oliver shared his excitement over the perks of being a broker!
The biggest advantage Wesley now boasts is being able to SAVE his clients MONEY, by no longer being restricted to offering loan rates from just ONE bank. He can now pull from his database of rates to find the perfect fit for just about any loan scenario.Read more
This week, our own resident web guru Lydia Pooler of Jub Jub Interactive delivered a complete breakdown of Jub Jub’s online capabilities!
Most of us already knew that one of the most effective (and necessary) tools available for small AND large businesses today is a great website.Read more
Thank you to our resident Barista members Erika and Jessica Tobias of The Perfect Kup, and to Pastry Chef Cindy Tobias of The Pacific Patisserie for treating us to one delicious morning meeting LIVE interview! Jessica’s coffee creations can be found at special events, corporate parties, breakrooms, and Etsy!Read more
Manny Gonzalez of Confetti Rentals and Catering (family owned business for twenty five years) gave the Classification presentation this week. We saw beautiful pictures of all that they can provide for weddings, tea parties, baby showers, birthday parties, theme parties, graduations, Christmas parties, and corporate events.Read more
Kenneth King of Jub Jub Interactive gave the Classification Presentation this week. Kenneth explained what it takes to build a website: discover, design, develop, deploy and cultivate. He discussed content is key to building a website. They meet with a client to discover what the client wants and needs, and discuss what the potential user is going to see. Almost all websites today are designed to be mobile friendly. Kenneth used an example of a website they are developing currently.Read more
Phil Kintz of Kintz Cabinets gave the classification presentation this week. He has been married to Theresa for thirty five years. They have four children and seven grandchildren. He was born in Chicago and came to California in 1973. Phil has been self- employed since 1987. Phil takes pride in building something better with attention to detail, starting with the correct selection of materials and controlling every phase of the process from sales, design, construction and installation.Read more
Wesley Oliver of Axia Home Loans presented the Classification talk this week. Axia is one of the top 100 mortgage companies in the nation. Wesley explained that he is always available by phone, email or text. The market is volatile because of the political situation, however the rates are still extremely low.Read more
Jonathan Judge, new partner of Atkinson, Andelson, Loya & Romo brought one of his partners, Michael Rubino to give us an ADA presentation. George W. Bush signed into law the Americans with Disability Act in 1990. It had good intentions but has turned into a litigation industry mostly for unethical attorneys and people. There have been more than 20,000 ADA lawsuits filed in the United States since 2011 and about half of all lawsuits mentioned are filed in California. California’s accessibility standards are more demanding than the federal rules and all ADA laws provide that owners and leases are liable equally.Read more
Buenos Dias from Sammy Montoya at La Chiquita. We had a delicious breakfast including tamales (Chicken, Beef or Pork available for the holidays). Sammy told us his history of coming to the United States in 1982 going to high school in Laguna Beach and starting to work at the White House as a dish washer. After fifteen years he was managing the place. In 1994 a customer at the White House approached Sammy to help keep La Chiquita open. Twelve patrons helped Sammy buy the restaurant. He paid half of them off in five years and the second half in ten years. The restaurant was started in 1950 and is the oldest authentic Mexican restaurant in Orange County.Read more
Rick Baker of PAV-KOTE gave the classification presentation this week. Rick was born in Missouri. He moved to California in 1984. He and his lovely wife Cherry, have three children. He started Pav- Kote in 1994.Read more
Doug Whitney of A.D. Ross & Associates gave the Classification talk this week. Doug is a Senior Financial Representative who has been in the business since 1984. Doug has broker agreements with 60 insurance firms and selling agreements with 200 more companies.Read more
Wesley Oliver, the manager of the new Axia Home Loan branch in Orange, gave the Classification presentation this week. Wesley explained he made the change to Axia because of the culture of the company. They ask “What’s next? What’s missing?” They are not satisfied with status quo.Read more
Gary Gregg of Creating With Glass gave the classification talk this week. After serving in the military he worked for his brother- in-law at a fixture manufacture firm dealing with architects and designers creating custom fixtures. Gary’s wife Carol is very talented in cutting glass so they started a side business in the early 80s. Gary and Carol went into fulltime business and have never advertised. They receive all their orders from referrals. Gary studied art and design so he does the sales, custom design and installation.Read more
Jonathan Judge of Atkinson, Andelson, Loya, Ruud & Romo gave an update in the upcoming minimum wage and minimum salary increases. The following is excerpts from AALFF Alert: Senate Bill 3 raises California’s minimum wage to $15.00 per hour by 2022. Employers with 25 or fewer employees will receive a one-year delay on each of the increases.Read more
- When there’s a backlog on your voice mail, write out the messages and delete them immediately. You won’t have to scroll through old messages the next time you check them.
- To avoid “phone tag”, set appointments when you leave a voice mail. Leave a time when you can be reached, or when you’ll try again.
- To grab the attention of someone who doesn’t return calls, reference and email message.
- To speed up a phone call, say, “I know you’re busy, but I have a quick question.” It’s a polite way of saying, “I’m busy.”
One crucial test of a good leader is what happens when he’s not around. When you’re away, do people carry on as usually or does everything grind to a halt? If things do slow down, it could mean you’ve let your people become too dependent on you.
Some people in supervisory positions are the world’s greatest as long as they are there to supervise their people. But let them leave their desk for a day or so and the place seems to come apart at the seams. Disputes flare up, decisions aren’t made, people slow down and start putting things off.Read more
You Should Schedule a Classification Presentation Today! A morning talk is an opportunity to educate your executive sales force. When did you give your last talk? Tell Gayle you want to have a sales meeting with the members.Read more
Think EAOC Members as your dependable source of supply for Valentine GiftsRead more
Donny Delfin is the new #3 representative for California United Bank
If you give a Yelp review to another member it counts as a lead and is worth 500 points in the contest.
Everyone should have a Yelp account. We are going to include a Yelp sign on the directory next to every member’s name that has an account. We also are going to include the year you joined EAOC.Read more
Jonathan Judge of Atkinson, Andelson, Loya, Rudd & Romo (founded in 1979) gave the classification presentation today. Jonathan was born in Luxembourg, Europe. His family moved to Minnesota and then Utah. He is married to Elizabeth and they have a beautiful daughter Layla and a cute dog Avery. Jonathan worked in Human Resources before he decided to go to USC Law School. He passed the bar on his first try in 2003.Read more
Lydia spoke today about Social Media and how to use it for your business.Read more
Rick Baker of PAV KOTE gave a very interesting classification presentation this week. We learned about porous asphalt pavements which is an environmentally friendly tool for stormwater management. A typical porous pavement has an open-graded surface over an underlying stone recharged bed. The water drains through the porous asphalt and into the stone bed, then, slowly infiltrates into the soil. Many contaminants are removed as the stormwater passes through the porous asphalt, stone recharge bed, and soils through filtration and microbial action. The procedure has been mandated in California for five years.Read more
"Last Friday's "Brain Trust" Marketing Meeting as you've probably read was supporting Tony Wang! His remarks follow:Read more
Bill Cecil of Merrill Lynch gave a very interesting Classification Presentation this week. He distribute a Buy Low, Sell Why? history of the bull market performance since 1940. September is the worst month of the last 100 years. What the stock market has been experiencing in August and September is not a Bear Market (20% loss or more). The market has experienced a correction of only 12.35%. The media creates panic with hype. “If it bleeds it leads”. Warren Buffet says “Be greedy when others are fearful.”Read more
Lydia Chiu of Jub Jub Interactive gave a presentation today on Jub Jub's new service, Mobile Application Development.Read more
Jonathan Judge of Atkinson, Andelson, Loya, Rudd & Romo (founded in 1979) gave the classification presentation today. AALRR are the good guys only representing employers in labor law issues. They represent their clients in court, arbitration, in front of government agencies and give advice and council to clients. They represent all size clients and any firm that has an employee is a potential client.
Jonathan gave us an update on the 2013 Legislation passed that will be effective 1-1-2014.Read more