July 15, 2010 - Meeting Notes
Travis Bowden from Collier, Webb, Bowden & Associates, a financial advisory practice of Ameriprise Financial Services, Inc was our featured member. Travis has been a member of the Goldmine Chapter for more than four years. His real passions, besides financial planning, are his family and bicycling (one of those that warms up with a little 30 mile ride.)
Travis has a very low key, no pressure approach with is congruent with his personality. He explained to the group the types of people that would make good referrals. He is looking for those that can see, touch or smell retirement, those that are 40 plus that realize that failure to plan will result in long-term failure, those that have left big companies with a 401k that they would like to roll into a personal retirement account and those business owners that want to plan for their future.
Travis also provided the group with a very good workbook that can (if used) allow families to sit and discuss their financial goals and dreams.
Travis is sponsoring the fourth annual Cooper Bowden Memorial Golf Tournament, September 18, 2010 - registration 7am, start 7:30 am - Lunch & Awards at Noon. Call his office to sign-up 801-748-1733.
Travis has a very low key, no pressure approach with is congruent with his personality. He explained to the group the types of people that would make good referrals. He is looking for those that can see, touch or smell retirement, those that are 40 plus that realize that failure to plan will result in long-term failure, those that have left big companies with a 401k that they would like to roll into a personal retirement account and those business owners that want to plan for their future.
Travis also provided the group with a very good workbook that can (if used) allow families to sit and discuss their financial goals and dreams.
Travis is sponsoring the fourth annual Cooper Bowden Memorial Golf Tournament, September 18, 2010 - registration 7am, start 7:30 am - Lunch & Awards at Noon. Call his office to sign-up 801-748-1733.
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Last Weeks Numbers
AS OF 1/26/2011
Referrals Passed
Last Meeting: 97
$ SHOW ME THE MONEY $
Thank You Notes
Last meeting: $ 35,503
Year to Date $ 142,635
Status: ON TARGET
In 2010 the chapter passed $1,299,700 in closed business
BNI works !!!!!!!
$$$$$$$$$$$$$$$$$$$$
Referrals Passed
Last Meeting: 97
$ SHOW ME THE MONEY $
Thank You Notes
Last meeting: $ 35,503
Year to Date $ 142,635
Status: ON TARGET
In 2010 the chapter passed $1,299,700 in closed business
BNI works !!!!!!!
$$$$$$$$$$$$$$$$$$$$
Power Teams
Financial Power Team
February 2 - Famous Dave's
11:45 am to 1:00 pm
Call Michele Sauk @ 801-284-5900
---------------------
Business 2 Business
February 9 - Location to be Determined
Contact Britney Garrick 801-255-0545
---------------------
Business 2 Consumer
February 9 - 7:30 am - 9:00 am
@Home realty - 7965 S 700 East - Sandy
Contact Steve Duke for more info:
801 243-3020
steveduke@homerealty.com
--------------------
Trades Power Team
February 18th - 7:00 am to 8:30 am
Location - Sawyer Glass - 4477 S 900 E, SLC
Value Given and Referrals increase when POWER TEAMS meet - It is about KNOW, LIKE, TRUST
---------------------------------------------
February 2 - Famous Dave's
11:45 am to 1:00 pm
Call Michele Sauk @ 801-284-5900
---------------------
Business 2 Business
February 9 - Location to be Determined
Contact Britney Garrick 801-255-0545
---------------------
Business 2 Consumer
February 9 - 7:30 am - 9:00 am
@Home realty - 7965 S 700 East - Sandy
Contact Steve Duke for more info:
801 243-3020
steveduke@homerealty.com
--------------------
Trades Power Team
February 18th - 7:00 am to 8:30 am
Location - Sawyer Glass - 4477 S 900 E, SLC
Value Given and Referrals increase when POWER TEAMS meet - It is about KNOW, LIKE, TRUST
---------------------------------------------
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Florist
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Collection Agency
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Commercial Janitorial Service
Commercial Real Estate
Staffing/ Personnel Agency
Business Broker
Collection Agency
Painter - Application Pending
Personal Services
Mason / Masonry
Marketing Specialist
10 Minute Presenters
Needs update

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