Insurance Pro Group, Inc.
Phone: (708) 254.8100
In this SeizeYourBusiness.com entrepreneur video, Thomas Restko discusses what is the imporatnce of DIrectors and Officers liabiliy and Who needs this and why. Furthermore discussing exclusions and why their not standard.
KEVIN O’FLAHERTY: I’m excited today. We have our first ever guest on the podcast returning. And he was actually the first person I met networking professionally in town through the Rotary Club: Kent Ebersold from Ebersold, Inc. He’s a good friend of mine, and I appreciate him coming back for his second podcast. Thanks for being here.
KENT EBERSOLD: Thanks Kevin and Jim. Really appreciate coming back, and I had so much fun the first time, when you invited me back it was not a hesitation -- worked through my schedule and happy to be here.
JIM WASZAK: Good. Happy to have you.
KEVIN O’FLAHERTY: If you liked what Kent is saying in this podcast, we talked in his first one about using print marketing to market your business, and that was episode number two, so go back in our archives and check that out.
KEVIN O’FLAHERTY: Our guest today is Scott Mathis from Mathis Contractor. Did I get the company name right?
SCOTT MATHIS: You did. You did.
KEVIN O’FLAHERTY: He’s a good friend of all of ours. We’re filming from The Organization, which is a social club in downtown Downers Grove, and Scott’s the president of The Organization, and today what we’re going to talk about is real estate investing, which Scott has a little bit experience in. So, thanks for being here, Scott.
KEVIN O’FLAHERTY: I’m joined by our guest Kim Montesinos from Crystal Klear Cleaning. So, thanks so much for being here today.
KIMBERELY MONTESINOS: Thank you for having me, Kevin.
KEVIN O’FLAHERTY: Our topic today is going to be strategic planning. So, Kim’s a business owner, and she owns a cleaning business; and she’s going to discuss how she built that business through strategic planning. So Kim, why don’t you tell us a little bit about your background.
KIMBERELY MONTESINOS: Well, I started my business in 2004. I was in corporate and worked for College of American Pathologists for numerous years and became a mom.
KEVIN O’FLAHERTY: We’re joined today by our guest Charles Hooker from Charles Home Inspection, and today we’re going to talk about building a referral network. So Charles, why don’t you tell us a little bit about your background and what you do before we dive into the topic.
CHARLES HOOKER: I’m Charles Hooker, Charles Home Inspection. My background is probably over 20 years in contract work and inspections -- Actually working on industrial site and manufacturing of safety inspections there and stepped out and opened my own business as Charles Home Inspection here -- actually out of Naperville but covering the western suburbs.
KEVIN O’FLAHERTY: Okay. And where do your referrals come from, or where does your business come from?
CHARLES HOOKER: My business comes from realtors. Realtors are my bread and butter of the business.
KEVIN O’FLAHERTY: So you’re not getting people to just find you on the Internet. You need a warm referral from a realtor.
KEVIN O’FLAHERTY: And our guest today is Jim Catalano from Catalano and Caboor and also The Music CPA. We had Jim’s dad, Jerry, on a couple episodes ago, and that quickly became one of our most popular lawyer episodes ever. I’m really happy to have Jim here.
Jim, why don’t you tell us about your role in the firm, and actually maybe give us a refresher on what Catalano and Caboor is all about too.
JIM CATALANO: Sure. I’m the marketing director for both entities; I’m in charge of the social networking and the websites as well as the networking groups and putting the name out for the firm.
KEVIN O’FLAHERTY: And I forgot to mention our topic today is going to be networking tips.
JIM WASZAK: Which brings me to a question: So today’s world everybody wants to do everything on social media, but there’s still a role for person-to-person networking, isn’t there?
JIM CATALANO: Indeed. Indeed, there is. It’s very important that -- Some of the younger crowds they don’t really -- They’re more about what’s on their smart phone. But the above 30 is really appreciative of person-to-person, and the biggest thing I’ve seen at networking groups is that always have a lot of business cards on hand either on your person or in your car. There’s so many times I’ve been in a networking group where I’ll be like, “Hey, can I have your card?”
“I ran out.” It’s like you can still maybe connect afterwards, and maybe they’ll send you an email; maybe they won’t.
KEVIN O’FLAHERTY: Today we’re going to talk about asking the right question of your client or customer. Thanks for being with us today, Bill.
BILL CHU: Thank you, Kevin.
KEVIN O’FLAHERTY: Tell us a little bit about yourself and your background.
BILL CHU: Sure. In terms of my business, I’m a mortgage broker with Wintrust Mortgage here locally in the western suburbs; I’ve been in my business for more than a decade. A common question I get from either clients and/or business partners is what is your specialty, what is your niche. My niche, as I look back at my ten years of producing in this business, really is to help clients especially ones with complicated financials. So finance whether it be their first home purchase or their ongoing home purchases.
KEVIN O’FLAHERTY: So if you come across someone who isn’t a picture perfect candidate for a loan at first blush, you can work with them to get their financials in order and try to get them qualified for them; is that basically what you’re saying?
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Kevin owns O’Flaherty Law, a general practice law firm with locations in Downers Grove, Elmhurst, and Naperville, Illinois. O'Flaherty Law's attorneys have expertise in many areas of law including but not limited to divorce and family law; civil litigation; estate planning; business and corporate representation; commercial and residential real estate law; elder services, probate and guardianship; immigration; bankruptcy law; and dui, traffic and criminal defense.
Jim owns Success Enhancement, Inc., which is geared toward helping you solve management problems in a way that is fun and engaging by using improv comedy techniques and role plays.
Participants will see how to behave differently in the type of situation identified as an area for improvement.
Please feel free to e-mail Jim at firstname.lastname@example.org or call him at (630)272-3895
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