Meeting Blog

In attendance:

BB&T – Robert Halfacre – BB&T offers right sized merchant account products to fit any size business credit card processing needs, from retail to commercial.  Still looking for new homebuyers as well as owners thinking about refinancing. Mortgage rates are at a 30 year low. 

Financial Dynamics – Caleb Bagwell filling in for Kathleen Kojis – Analogy is a powerful tool to use in stepping back and looking at situations with a different set of eyes.  One such analogy is taking a look at yourself as the CEO of ME, Inc.  If you take the time, you will see yourself in an entirely different light.   Looking for clients who are taking charge of their “company” and want to retain the services of an exceptional CFO.

MediVision – Theresa Crowe – Put NOVEMBER 4^th on your calendar now – that is the date of our next all day Optical Shoppe and Jewelry & Etc. EXTRAVAGANZA.  Frame reps will be on site to assist you along with door prizes and discounts – a fun time to shop and save.  Looking for any and all word of mouth advertizing and any referrals; as well as visitors to our accessories shop - Jewelry & Etc.. 

Universal Construction and Renovation – Rocky Anderson – As of April 22, 2010, federal law requires: Renovation firm certification under EPA's “Renovation, Repair and Painting Rule”; Individuals be trained in lead-safe work practices; Training providers be accredited by EPA.  This law impacts ALL contractors and subs working on pre-1978 construction. A pre-renovation notice must be signed and witnessed as well as a lead hazard information pamphlet presented that explains potential hazards created by renovation work. Lead dust is hazardous to all people but presents a special hazard to children and pregnant women. Looking for clients who are considering building or renovations in the 6 months to 2 year time frame – particularly those interested in a credible pre-purchase consultation.

Toussaint Law Firm – Scott Toussaint – The BEST attorney is an attorney YOU can work with and get you to where you want to be.  We listen.  Looking for pre-litigation clients who can benefit greatly from assistance before the adversarial legal system overruns them with overwhelming force.

Perry and Sally Rogers Real Estate – Perry Rogers – On average, the value of Lake Keowee property has dropped 25%.  Lake front lots are being discounted up to 60%.  2014 is now being looked at as the next waypoint for price recovery.  Hold if you can; if not get the property on the market now.  There are over 400 Lake Keowee lot properties in play right now.  Looking for people who want a better return on their money than a CD with a 5 year return horizon.

WSNW – Brandon Kessler – ‘Halloween on the Green’ is just around the corner.  We expect over 6,000 families to participate this year. Looking for businesses who want to advertize through participation with a booth.  Booths are $100.

Foothills Insurance – Vic Holley, CLU – Having a relationship with a causality insurance agent who can assess your needs and help you mitigate your risks is critical to your protection and financial wellbeing.  It doesn’t matter who you buy your insurance from until it matters.  Having that relationship when it matters takes the burden off your back.   Looking for businesses that will benefit from a thorough examination of their risk and protection needs from an agent who listens.

H&R Block – Helen Westmoreland – Doing the simplest things to sustain a business often get overlooked and the outcomes can be catastrophic – e.g. balancing a checkbook, having the business’ bank statement sent to the owner’s home address for review. Financial stewardship is not something an owner should ever abdicate.    Looking for companies interested in outsourcing their accounting function to a trusted source.