00:00 Jonathan Ghiloni: How are you? You got your apron on? Let's go.
00:02 Michael Brant: I do. I'm making bread.
00:05 Jonathan Ghiloni: Nice. Sourdough.
00:07 Michael Brant: I need to go do my final fold in 30 minutes, so right at the end of our call.
00:12 Jonathan Ghiloni: Nice. My, my daughter does that, and I'm so grateful.
00:17 Michael Brant: it's so good. I, it's been a, been a couple months, so I'm like, I need to feed my starter. So I fed it yesterday, and it was hot and bothered by this morning, so.
00:25 Jonathan Ghiloni: Oh, nice.
00:27 Michael Brant: So we won't actually have bread till tomorrow. But. Doing all the prep today.
00:32 Jonathan Ghiloni: Well, I'm glad it's an in-person meeting next, so you can bring us some.
00:35 Michael Brant: I actually am not going to be there, but.
00:37 Jonathan Ghiloni: Oh, man.
00:38 Michael Brant: I was able to show up last week, so now I'm not right on the cusp of.
00:42 Jonathan Ghiloni: Oh, last, last time. Last, last in-person?
00:45 Michael Brant: No.
00:46 Jonathan Ghiloni: Well, last week.
00:48 Michael Brant: I, the, the day of the meeting was the day we were getting off the cruise ship, so I'm like, I, it's going to be a challenge to make, but I actually did make it, so, so now. I didn't have to have a sub, so I could have one this week, because my boyfriend's coming in tomorrow. And I just was like, I don't want to have to sleep in San Diego by myself for like, be in Ireland and come back, so.
01:12 Jonathan Ghiloni: Nice.
01:13 Tim Tressel - Atlas Tech: Mike, Jonathan.
01:16 Michael Brant: Hey. But I'm, I'm presenting the next in-person meeting, so I'll obviously be at that one.
01:23 Jonathan Ghiloni: Oh you better be at that one. I'm presenting. It's virtual, but it's soon.
01:31 Michael Brant: They had me presenting, I want to say last week, and I was like, it's going to be a problem, because I probably wouldn't be there. I was there, but.
01:39 Jonathan Ghiloni: Actually, I think you and I were set to both present on that day, and we, we both had problems with it.
01:46 Michael Brant: Okay, that makes sense.
01:48 Jonathan Ghiloni: Nice. Well, welcome everybody. Tim, how are you today?
01:52 Tim Tressel - Atlas Tech: Doing well. How about yourself?
01:54 Jonathan Ghiloni: Great. Good, good. I've got Andy on my roof right now, hanging Christmas lights, so I hear all this pouncing around, like, is there a skunk in my attic, or what?
02:03 Michael Brant: Cabradilla, you're all Jimmy today.
02:06 Michael Cabradilla: Legal & ID Theft Benefits: I know, I still got one more set.
02:09 Michael Brant: Okay.
02:10 Jonathan Ghiloni: Let's go.
02:13 Elsie Nash: Morning, everybody.
02:15 Denise Dawley: Good morning.
02:16 Jonathan Ghiloni: Good morning.
02:17 Michael Brant: I'm, I'm really happy to be in, like, warm clothes after being in the Caribbean for three weeks, where it was, like, 90 degrees every day. So, it's nice to not be hot.
02:28 Jonathan Ghiloni: That sounds like a brag to me.
02:31 Michael Brant: No, I mean, to me, this cool weather is the wind, not, not the, not the 90 degrees, but I think Richard Roy is still there today.
02:41 Jonathan Ghiloni: Oh, nice. I, I think we're gonna get up to like 80 degrees here in a couple of days.
02:46 Michael Brant: Are we? That wouldn't surprise me. As bipolar as the weather's been. Tried to drown us over the weekend and now 80 again.
02:52 Jonathan Ghiloni: .
02:53 Michael Brant: Winter.
02:54 Jonathan Ghiloni: . Nice. Well, let's get started because we only have 30 minutes. Hey, Marvin. Good morning.
03:04 Marvin Harrison: Good morning.
03:05 Jonathan Ghiloni: So, plan here is just a simple power team and we all, deal with business owners. So, kind of a topic today. Somebody's got their mic on. A topic today is raving fans, creating raving fans. and for a power team meeting like this, we'll have a topic and then we'll all have a minute to discuss it or a few minutes, you know, a certain time, kind of depending on how many people we have. And then at the end, if you just have something else to share or if you want to comment on something or ask some questions, then we'll leave a few minutes for that. so there are 10 of us here. And we have 30 minutes, so why don't we go with, like, just over two minutes each? and then that'll leave us a little time. So, there are 10 of us here, and we have 30 minutes, so why don't we go with, like, just over two minutes each, and then that'll leave us a little time. So, the topic is creating raving fans, going above and beyond for our clients. So, the question to answer today, and you've got your two to, oh, man. Is this here? Recent client experience. Tell us about it. Where you went above and beyond, solved an important problem, and delivered exceptional value. So, what challenge were they facing? What did you do to help them? And then what was the result? And what made it special? And through that, that'll hopefully spark some interest and some questions when I deal with my clients, when you deal with your clients, and we can be able to collaborate. So, who wants to get started? Why don't we start, why don't we do it by alphabet? Who's closest to A?
04:56 David Ovadia: Me.
04:58 Jonathan Ghiloni: Alright, go for it.
05:00 David Ovadia: well, in my nine to five, I deal with challenges every freaking day. And last month, no, two months ago, before I started working here, I had a closing that should have closed within 30 days and it closed in 40, but it was just going, the bank was asking for more documentation, more documentation, more documentation. So I was like jumping hoops and loops just to get this deal done. I mean, it was a big loan, $3 million loan. I mean, it's a big loan and I want to close that puppy right up, but what came about it is that I never knew that the realtor that I was working with, it was his nephew of the buyer. And he noticed all the hoops and loops that I had to go through working at midnight just to get him closed. We were able to close them down, close them, and I've gotten already four deals out of it. So it was just going over the extra mile just for these clients that helps out. Nothing compared to the $3 million loan that I got from him so far, but it's getting there. So, I think that's one of the big challenges I have to deal with. In my industry, you have to deal with challenges every day. There's not just one day that you're not dealing with a challenge. Nothing's a slam dunk anymore. It used to be, but no more. So, I mean, that's a big challenge in my nine to five. And that at the impact? Hardly any challenges. And at the impact, hardly any challenges. That's very easy. It's self-explanatory and stuff like that. So, that's my two cents for the day. Based on the topic you were talking about.
06:43 Michael Brant: Two cents in two minutes.
06:43 Jet Bunditwong: Two cents in two minutes.
06:45 Elsie Nash: Are we doing two cents or two minutes?
06:46 Jonathan Ghiloni: Two cents in two minutes. Alright.
06:50 Elsie Nash: Alright, I think I'm next, right?
06:52 Jonathan Ghiloni: Oh, I'm sorry. Denise.
06:54 Elsie Nash: Oh, Denise, sorry.
06:55 Denise Dawley: I am next.
06:57 Elsie Nash: Alright, sorry.
06:58 Denise Dawley: Okay, so for me, what challenge were they facing? So I think, one of the challenges that some of my clients face is, a lot of them are on fixed incomes. I do have older clients, more, you know, older in age, and some of them don't drive. So, I don't think, at least based on my experience with the insurance brokers that I know, I don't think a lot of them do in-person meetings anymore. And that's something that I do with my older clients who really should not be driving or, are not driving. So I go, I do in-person visits. So, like, today I have an appointment, with one of my clients. My office is now in Ramona, so they're not going to drive to Ramona. And, you know, doing something over Zoom is, really doesn't work for a lot of older clients because they don't know how to navigate through Zoom. So, in my situation, I think, you know, if I'm talking about my older clients, I think I make it convenient for them because I do meet with them in person. and they're a lot more comfortable meeting with somebody in their own home versus having to drive somewhere or having to get somebody to drive them somewhere. and my clients have been very happy with that. It just makes it more convenient for them.
08:22 Jonathan Ghiloni: Nice.
08:23 Denise Dawley: Was I under two minutes?
08:24 Jonathan Ghiloni: No, you're at one minute.
08:26 Michael Brant: You have 30 seconds to go. There's a timer at the top of Zoom.
08:29 Denise Dawley: Okay, well. I mean, I would say for me, I think that's a big thing. And I do get a lot of my clients, children giving me, adult children giving me a call. And they're just grateful for that because sometimes the adult children have a full-time job. They have to take them to these appointments. So it just makes it more convenient for them. And it's more personal also.
08:51 Jonathan Ghiloni: Has anybody else dealt with people who can't do Zoom because they don't have a device or they just can't figure it out, right?
08:59 Denise Dawley: . Yes, yes. I, I mean, I deal with that all the time.
09:03 Jonathan Ghiloni: I'm sure I've got some ideas.
09:06 Marvin Harrison: I actually have more of my, more of my clients that actually would rather, you know, Zoom or use, you know, some sort of platform that, that keeps them off the road. you know, unless they, you know, unless they want to come and, and see me, you know, face to face, but. You know, talking to a lot of my partners, too, and I would actually rather than Zoom or, you know, just them providing me with their documents electronically because it saves time. Because a lot of times, you know, if I see you like once a year or even whatever, it takes us, you know, 30 minutes to get into it because we're trying to catch up and do all those other things, which is great. But, you know, it turns into an hour meeting when we, you know, when we could have been a little bit more efficient, perhaps, but.
09:50 Denise Dawley: That's true. I wish some of my clients knew how to use Zoom.
09:56 Gavin Ha - Vizual Rhythm: .
09:57 Marvin Harrison: .
09:58 Jonathan Ghiloni: Thank you. That's a good one. so, Elsie, now it's your turn.
10:03 Elsie Nash: All right. Thank you. so, Marvin will know exactly what I'm talking about. So, some clients, when they get their EIN from the IRS, don't pay attention. And so, some of them, most of them will get a 941, right, which you're supposed to do a quarterly filing. occasionally, we have some that's a 944, which is an annual filing. However, that's only if you have taxes under $1,000. So, we have this one client that kind of, you know, made it, you know, he was a 944, he wasn't caught when it was set up, and so now he's getting a letter from the IRS, right? Hey, you're, you're sending us, quarterly, you know, taxes, but you're a 944, so you should only be sending us a report, every once a year. So. You know, instead of telling the client, well, you have to call the IRS, blah, blah, blah, I just went ahead and drafted a letter for the client and then asked them, hey, I need a, I need your wet signature on this one and I can mail it on your behalf, with the letter that you got from the IRS. And, you know, we will continue to send the quarterly payments because what happens in a situation like this is, you know, if they get switched to a 941 and we're not, filing their, or paying their deposits, then they get, like, a late, payment penalty. So, it's just one of those things that we have to navigate, you know, for our clients. And so, he was very thankful, sent me an email and said, thank you for doing this for us. And, so, so we just take that extra step.
11:51 Jonathan Ghiloni: That's awesome. That's kind of when you become their guy or their gal.
11:55 Gavin Ha - Vizual Rhythm: .
11:56 Jonathan Ghiloni: When they know that where they lack, you'll pick it up, even if it's above and beyond. Awesome. Thank you, Aiden. Gavin, welcome. So, this is our kind of question topic of the day, and we're going alphabetically, so I believe you are next. Aiden, you got two minutes. There's a timer on Michael Brant's screen.
12:22 Gavin Ha - Vizual Rhythm: Okay.
12:26 Marvin Harrison: He's got a muddle. I can't hear him.
12:29 Gavin Ha - Vizual Rhythm: First, I apologize.
12:31 Elsie Nash: .
12:32 Gavin Ha - Vizual Rhythm: Am I getting cut off?
12:33 Elsie Nash: It's like coming from a cave.
12:35 Marvin Harrison: Should we skip over?
12:38 Jonathan Ghiloni: why don't you, Gavin, we'll come back to you at the end. So, that would be, Jet, are you next?
12:48 Jet Bunditwong: .
12:48 Jonathan Ghiloni: Okay.
12:49 Jet Bunditwong: so, I'm actually dealing with this, and I was wrapping it up this earlier this morning. I had a client that, was, she said she had, she was short, like, 5,400 bucks. and this had happened another time where someone was, like, said they were short $22,000. so, but, but, so, this was years ago. The $22,000 was, like, three years ago, kind of before really I got into using AI. So I had to go through this manually with, kind of the customer service team. We ended up finding all of it. It was just their bad bookkeeping that for some reason was, it was complete mess. And so I got a, I got a, a text from her, this other client, on Thursday and said there was, you know, 5,400 bucks. That was, doesn't seem like, you know, it's, it's in her account and we don't know where it is. And luckily, instead of having to go through manual, I put in her, sales and then her deposits against her bank statement all in, in, AI. And we went through everything and it, everything lined up. And so I don't, I don't know where coming from, but it's almost going, you know, beyond my, like, this is becoming a bookkeeping thing that I'm helping them with. And it's not really like my job anymore, but I still do it because I want to make sure that, you know, there is that possibility if money is sometimes can happen if something happens with their banking or something and it goes in a, I had a client that changed her banking accounts, never told anyone. And then we had to figure it out and we learned that the hard way. But, with this one, I mean, I'm, I'm happy to say that after finding everything, there's nothing missing. I just think there's something going on in their bookkeeping on their end. So, I think going above and beyond for stuff like this is what makes why, she's giving other referrals to me is because I've done, I've helped her with stuff like this where I feel like I, That's not really my job, you know, but, I want to make sure that they're successful in whatever they do. . Two minutes.
14:52 Jonathan Ghiloni: Nice. Nailed it. Right on. I'll go next. Thank you, Jet. A recent client experience. I had a client who was spending a lot on marketing and a lot on leads, a lot on lead generation, but. We investigated his current CRM and his current client list. And there was about 2,000 people in there that he had done work for, over the past two years. so the question was, what are we doing with all these people? And this is a recurring project, a recurring job. So it's not just once I do your job, you don't need me again. So there's plenty of opportunities for repeat business. So we implemented a sales strategy. Of him making calls, you know, just to, to those past clients. And, with, it was a great idea. It was a great thought, but the challenge was now he didn't have the time to do other things because he was wrapped into sitting down and making these calls. So what happens? The calls didn't get made, right? That's just how it goes. it's a great idea, but just sits in the great idea box. so make a long story short, I helped him go through and hire a VA, which was a referral from one of my VAs in the Philippines. And it was very affordable, like $7 an hour. And then, so now we had to train this person. So we went over training systems and that, that was great, but that's something, that he also had to do. So last two weeks I said, set up, sessions with me and the VA and then I will do some training for them. And I will train them. You keep doing the work. You keep, you keep getting the job done and I'll step in and do that. And through that, the, VA is able to get some better training, and the business owner was just able to stay focused on what they do and what they do best. so that's kind of where I stepped in. Usually I wouldn't train employees like, like that without a training package. but that, that, that worked out and it really helped, keep, keep the ball rolling, get it out of that, to, on the to-do basket into the done. So, alright. A little overtime there. who's after me? Marvin?
17:18 Lester Borrero-Farmers Ins: That would be me. Okay.
17:20 Marvin Harrison: No, I can wait. Oh, Lester.
17:23 Jonathan Ghiloni: I'm sorry.
17:24 Lester Borrero-Farmers Ins: That's all right.
17:25 Jonathan Ghiloni: Go ahead, I'm sorry.
17:25 Lester Borrero-Farmers Ins: I love this topic, you know, making raving fans, and I guess, that's what I try to do, with my clients. And, that's how I kind of got into this business that I'm in, which is insurance and in finance. And so I'll kind of go over my case and how I, approach my clients. But I was in the challenge I was facing is I had a young family and I basically had a good job, good benefits, and I needed some financial help, financial advice. I had no idea about nothing except for I was contributing to a 401k and that was it. And so I talked to different advisors, different, insurance people, and basically I came across this one company and they're like, look, we're going to talk about money, we're going to talk about insurance, we're going to teach you how money works, and we're going to teach you how insurance works. And after we're done, you're going to be able to build your own insurance package. And I was like, whoa, okay, this is completely different. Everybody else was talking about diversifying your portfolio, stocks and bonds, and this guy was like, we're not going to talk about any of that. So let's talk about protection. And then we're going to talk about saving. And then we're going to talk about growing your money. And then we're going to talk about passing on your wealth. And I was like, oh, he had me hooked right away. So, first thing, protection. So, first thing, protection, he's like, you know, you know, we don't do insurance here. But we can tell that you don't have enough auto insurance coverage. You don't have enough, homeowners insurance. You don't have a will. You don't have a trust. You don't have life insurance. You don't have disability insurance. I was like, oh my gosh. So, all of a sudden, these guys aren't even insurance agents. But they're telling me, look, if you want to have good protection, this is where we're going to start. And then they talked about insurance and I walked out of there with a lot of insurance, right? but I'm glad I did. In fact, they didn't sell me their insurance. They referred me out to their trusted partners. and then they're like, we're going to show you how money works. And then we're going to show you how, you know, taxation, liquidity, control, all this stuff. And then I became so enamored and, and, and I actually, I'm like, I want to work with you guys. I love this. I love how you're teaching people. I love how you're approaching people. I want to teach this to other people. And that's basically how I approach my clients. And so I tell my clients straight up, I'm not here to sell you insurance. I'm going to show you how insurance works. And if you're smart, you're going to basically be able to find how to build your own insurance program, right? Because everybody's different. So, what I do for them is I show them how insurance works. I show them how the company's working. I show them all the stuff, amount of time. And so the result is you have a person who, has peace of mind and, and is just well-educated. So, sorry.
20:08 Marvin Harrison: He doesn't know what time means.
20:10 Jonathan Ghiloni: Nice.
20:11 Lester Borrero-Farmers Ins: I gotta finish my thought.
20:13 Jonathan Ghiloni: Alright, Marvin.
20:16 Marvin Harrison: Alright, I, I know what time means. So, so anyway. so one of the challenges that I, I was having here in the last couple of weeks was I had just recently onboarded a new client who, individual client who was filing a Schedule C and, they filed a Schedule C in 2023. We incorporated them, an elected S in 24, filed, return just recently in 25, and then they received a, they received an audit notice for 2023, which was the year that we did not prepare. So they went back to the preparer in 2023 who did not want any part of it, and so they said, hey, just have your, you know, your current CPA take care of it. Which was the year that we did not prepare. So they went back to the preparer in 2023 who did not want any part of it. And so they said, hey, just have your, you know, your current CPA take care of it. and so the one thing that, that was the big challenge that they were facing is, okay, how do we, navigate and figure out the audit notice and what was going on? And clearly it was work that we didn't prepare or have anything to do with. So, typically for us, when we onboard, clients, we, part of our engagement letter talks about audit representation, and that's something that we always do. You know, if we prepare the return, we will represent you in the examination if you are selected for an examination. And so, you know, I was a little disappointed in this other guy, but the one thing that we were able to do is get a power of attorney for 2023. I contacted the IRS, agent that was on the notice, last Friday. And because we were able to contact them, we had like a day to spare, but because we were able to contact them before they wanted all the information, they did allow us and give us a 30-day extension so we can, you know, kind of get all of our, source documents all, you know, sort of organized and, and all of that. So, that's something that, you know, that we were able to do to help them. My time's up. Alright.
22:26 Jonathan Ghiloni: Awesome. Thank you. Michael, Brant. He has a middle initial, but I don't think that counts.
22:35 Michael Brant: Hi guys. so I recently had a financial advisor come to me that had been burned by other marketing agencies. He spent a painful amount of marketing with other agencies that went nowhere. and that was both agencies and, you know, all the shiny SaaS products out there that will fix everything for you. they all made a lot of big promises and he told us flat out that he hates marketing and can't afford to repeat the mistake. but his business runs on referrals and he also had no steady way to stay in front of people. So I didn't start him out with ads. I helped him with his brand, with the brand messaging intensive and spent real time learning his business, his clients and how he actually talks. And after that, he told me that basically no other, any kind of company has taken this kind of time trying to get to know his business. And that's where the trust started. From there, we built the trust in small steps, built him a full rebranded website, and recently came back to me about a year after the new website launched and wanted to get a newsletter, which is still a great way for businesses to reach people. In fact, probably the highest return on investment of any kind of outbound marketing that we do. from there we built the trust in small steps, built him a full rebranded website, and recently came back to me about a year after the new website launched and wanted to get a newsletter, which is still a great way for businesses to reach people. In fact, probably the highest return on investment of any kind of outbound marketing that we do. So, we now have him on a newsletter on his own website rather than using some third-party service. cleaned up the site itself, got all of his compliance stuff correct because he works in a regulated industry. So, we now have him on a newsletter on his own website rather than using some third-party service. cleaned up the site itself, got all of his compliance stuff correct because he works in a regulated industry. so now he has a dedicated person on my team, the other Mike that shows up for me sometimes in BNI. And so each week, Danny provides a newsletter to us and it gets chopped up into blog posts and social media posts and goes out. Pretty soon we're going to start him back on ads once the election's over so he's not competing with all the political ads. And it's made a huge difference in his business. Now he is, buying consistency from people that he trusts.
24:38 Jonathan Ghiloni: Nice. I'd like to see that. His site or whatever. I like that newsletter thing. All right, Cabradilla.
24:44 Michael Brant: Send it out.
24:45 Michael Cabradilla: Legal & ID Theft Benefits: I like the newsletter thing too. I'd love to see that also. So, so recently, just last week, I got a, you know, a call back from one of our members. And so she's a student at USD. And one of the cool things is, or interesting things is, is she just moved here to San Diego last year as a refugee. And recently she was, you know, checking out, you know, her tuition fees and things that were, she was being charged. And she was being charged $15,000 for like an out-of-state student, you know, situation thing. And she didn't think it was right. And she ended up contacting USD and they said that it wasn't right, but they weren't moving things. And so she was able to contact the Legal Shield law firm. The law firm was able to write a letter on her behalf. And just last week, she got a direct deposit into her bank account for $15,000. Now, I wanted to share that particular story because, like, I'm not an attorney, right? Like, so, whenever someone is referred over to me, sometimes they think I'm an attorney, but I'm not. But my job, really, as a Legal Shield associate, is to teach people how to access their law, be able to teach people how to contact the law firm, feel comfortable about speaking to the attorneys and that type of thing, whether it's a business owner or whether it's a 19-year-old student at USD, like this particular individual is, right? And so, you know, and recently Elsie referred somebody over to me and that particular individual, is really, you know, it's kind of like a tough nut to crack almost and wanted really things to be like, you know, really quick, really quick, you know, here's what we want to do. And, actually the first time he called in, I told him, hey, don't call into the law firm unless you've spoken to me. And guess what he did? He called into the law firm without speaking to me, right? So, had to kind of like do some, not damage control, but just like teaching him how to communicate with the law firm, how to connect with them properly, and how to get a good experience. And so I'm going to follow up with him today and hopefully see that he had a better experience the second time around, you know, versus, you know, trying to do things on his own still. So, that's going above and beyond. So, thank you.
26:49 Jonathan Ghiloni: Nice. Maybe we'll talk one day about training our clients. All right. Tim.
26:55 Tim Tressel - Atlas Tech: All right. Good morning, everyone.
26:57 Jonathan Ghiloni: You're part of the chapter.
26:59 Tim Tressel - Atlas Tech: thank you. so, for me, I've always operated, kind of like what you were saying, Michael, Brant, about being a trusted advisor. It served me very well in the Microsoft years. I will be, you know, acting the same way with my own business. a good example I have of this is, it's actually in flight right now, but one of my customers is an orthodontic office. And I handle most of their IT. We have a great relationship. In our contract, I have their X-ray system. That I work with that company, but it's, it's a manufacturer. They have their own, you know, techs that have to, like, service that thing. And so, there is an issue right now, and this system is like, you know, it's like $50,000 plus to replace this thing. And, I jumped in, and I've just been helping the doctor just kind of negotiate between multiple different vendors to get them a better price, because in her mind, she's like, I gotta run a practice. She has a million things to worry about. They don't have time to do that. So, I'm kind of acting as their virtual CIO, in this sense. And it looks like we're going to be able to save them some money, and it looks like I can do some of the tech work myself. and I'm happy to do it. It's not in the contract, but she's been wonderful, and she said to me just last week, she's like, why would we ever work with anyone else for our, our tech? So, that's great, right? She's out there at, you know, dental clubs, you know, just referring everyone to me, right? Just saying, hey, this guy's awesome. He's saving me money. He cares about my practice. And so, that's the kind of business I want to do. That's the kind of person I want to be. I want to help San Diego thrive. And, it just feels good to do business that way. So, trusted advisor, always the route I'm going to go. And it's, it's served me well and it's brought me more business.
28:48 Jonathan Ghiloni: Nice. Awesome. With time to spare. Alright, Gavin, thanks for being here. Gavin, if you can hear us, if you want to chime in, please, please do. You got two minutes on a recent client experience?
29:01 Gavin Ha - Vizual Rhythm: Alright, guys. Thanks again for this opportunity. I was just trying to say that I was honored, but I was muffled with a car playing. I gotta fix that. But essentially, I'm gonna ride that bandwagon of being a trusted advisor. For example, Mark Ignacio Law has been a longtime client now since I joined the chapter. He, is putting on his client appreciation event, and he wanted to get this out in the least amount of time. Me being proficient with tech, why not help him out and build the page, have the sign up all ready to go? I didn't have to do that. It wasn't part of my photo shoot, you know, plan or anything like that, but in addition to doing the photo shoot, I said, look, this is going to be low lift. You and Corinne, his wife, do not have to do anything and let me take care of that for you guys so that we can get this event to be successful. It wasn't part of my photo shoot, you know, plan or anything like that, but in addition to doing the photo shoot, I said, look, this is going to be low lift. You and Corinne, his wife, do not have to do anything, and let me take care of that for you guys so that we can get this event to be successful. And in tandem, it built a longer-term trust, and Mark just, you know, it's a great way of saying thanks, of trusting me, and it's just a long-term, relationship, rapport. And also, it helps them, we, we got a lot of signups, and we got a successful event coming up this Saturday, hopefully seeing all you guys who are available.
30:10 Jonathan Ghiloni: Nice. Sweet. I won't be able to be there, but my car will be there for your photo shoot, so I'm sponsoring in that way. So nice. Perfect. well, let's, let's wrap it up here. I want to give you the, subject for next week. Let's see. Next week will be warning signs. What are the three warning signs, or what are three warning signs that a business needs your help? And this will be kind of what we can start to, to, to look out to, to get you some more referrals and have some more, connections. And, as we close, does anybody have any referrals or connections that kind of came out of this, that they want to share? Okay, cool. I know we're just getting started, so that's all good. and if something does come up, we can pass it on in the meeting. But I was thinking between now and next week, we could all leave a review, a Google or a Yelp review for one person, and then next week it'll be somebody else. I know that'd be a help for my business. I'm sure it'd be a help for yours.
31:19 Michael Brant: Can everybody put your, Google business in the chat?
31:24 Jonathan Ghiloni: Well, I think we'll, we'll just focus on one today, if that, if that's all right. We'll do that for one person, the next week will be another person. Is that okay?
31:33 Elsie Nash: That's a good idea.
31:35 Michael Brant: Pick one, and then we'll all leave for that.
31:37 Jonathan Ghiloni: Let's go in alphabetical order, because that's easy. So, who went first? David?
31:41 Michael Brant: David.
31:42 Jonathan Ghiloni: David, you want to put your stuff in the chat?
31:46 David Ovadia: Save me for next week.
31:47 Jonathan Ghiloni: Okay, Denise, if you do that, we can all leave a review for you wherever you like.
31:54 Elsie Nash: Perfect.
31:54 Jonathan Ghiloni: and then, of course, this is all one-to-ones, too. So, if you need that, or if you want to do that, put that in.
32:00 Elsie Nash: Okay. Let me just pull it up real quick.
32:04 Tim Tressel - Atlas Tech: Hey, Jonathan, maybe real quick for me, going forward. So, great, we have these topics. Is there any other way that I or we should be prepared for these meetings? Like, are we typically just going to have conversations and topics, or are there other things that you want to get out of these?
32:21 Jonathan Ghiloni: so, the goal is that we all share clients. That's the end goal. That's the end goal. And I have a client that needs your services and vice versa. So, kind of, it's the education for us to get that of what I do and what you do and how we can share. So, anyways, any means to get to that goal, I'm open with. Michael, Brant, and I, you know, we share clients, so we wanted to put this together. So, we're totally open of different ideas, you know, and we can even try one thing for a month this way, and then if you have another idea and you want to run it for a month, then you run it for a month, all good. If there's somebody in another chapter that isn't a competition here that would also be a power team member, I'm open to it if you guys are open to it.
33:05 Tim Tressel - Atlas Tech: Okay.
33:06 Jonathan Ghiloni: There's no rules, you know, or nothing. Let's just make it good for ourselves.
33:10 David Ovadia: I have a quick idea, especially for Lester and for myself. This is the critical month for open enrollment. So, Lester and I, if you guys have referrals for open enrollment, let me know. Let us know. Because Lester has other programs that I don't run, and we always bank off each other on health insurance right now. So, that's the perfect time.
33:34 Michael Brant: David, what would be a good referral for you? Like, somebody that's priced out of the Covered California changes this year?
33:41 David Ovadia: 100%. And also Lester. Lester has programs. If you know they have, like, a pre-existing condition, Lester is the right way to go.
33:48 Gavin Ha - Vizual Rhythm: Done deal, David. We got it.
33:52 Jonathan Ghiloni: Okay, perfect. and I know next month will probably be a focus on payroll because people usually change payroll, you know, for January and so on. So, we can have those emphasis too. As long as it's, you know, for everybody and it's not conflicting, then it's all good. Okay, great.
34:11 Tim Tressel - Atlas Tech: Sounds good.
34:12 Elsie Nash: Thanks, Jonathan. Thank you so much.
34:15 David Ovadia: See you guys, see you guys on Thursday.
34:18 Elsie Nash: Bye.
34:21 Michael Brant: Okay, cool. I'm gonna make a little page, Sean, don't laugh. Never mind. See you guys all later.