4701 Weston Hills Dr Eagan MN 55123

Grow You Business The Right Way- Lunch and Learn

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Growing Your Business in 2019 – The 3M Triangle

Every marketing and advertising campaign or system ever devised for any business is always centered around audience, message and placement.


The 3M Triangle – Message-Market-Media is a strategy for marketing anything to anyone, anywhere.

Like oxygen, gravity and sun light; businesses need to understand and leverage this strategy for growth and continued survival.

Is your business getting your 3M Triangle correct? There are a are number of ways to render the 3M Triangle powerless, how do avoid these mistakes?
In this month’s SBAB’s Lunch and Learn our marketing professionals Larry Davis, Beau Nordby,Jess Tiffany  will present steps in defining the 3M Triangle and how to get it right for your business.

As a bonus, our sales training professional Jeff Johnston we will show you how the strategy of the 3M Triangle can be delivered and leveraged in your sales presentation

 

Do not Delay, RSVP today as this event will definitely sell out!

Welcome New Members!

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From time to time at the small business Advisory Board, we add new members to help us serve you and our clients better. We are proud to introduce Four new members to this group over the last 3 months period we are excited for their addition to the team and what they can do and we hope you will spend some time getting to know them!

Meet The New Members

Ryan Bodin– He is our newest wealth management professional infills avoid that we have had for a very long time in this group. He is a professional that works for Raymond James Financial and will do amazing things for this group. Find out more about him here on his profile.

Bryan Rogers– Bryan is our new business banker and we are excited about what he brings to the table with his longevity and commitment to the century 21 brand check out his profile here.

Young Bebus– We are very excited to have young on the team because she fills a void that we have needed for a long time. That being the business broker of the group. Find out more about her and what she does here on her profile.

Jeff Rohach– Jeff is also an amazing addition to the group. We have needed a CFO that we can count on in this group for a very long time and so have our clients . find out more about Jeff and what he does and the services he offers here on his profile .

 

Don’t forget to RSVP to our next lunch and learn in January and learn how to grow your business the right way without spending tons of money to do it!

 

Lunch & Learn- Reduce Your Tax Liability

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What if there was a way to reduce your tax liability by 25% or more….on money that the IRS has already given you a deduction on?

Small Business owners today are frequently the favorite target of politicians looking for more revenue, often making taxes one of your biggest expenses.  In Jeffrey’s presentation you will hear about a closely guarded secret of affluent business owners that your Financial Advisor, CPA or Tax Attorney have never shared with you, and may even be unaware of.   Small Business owners won’t want to miss the next lunch and learn event with Jeffrey Thompson, who will be sharing this little known method that can unlock significant tax savings on existing qualified plan savings.

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November Guest Speaker Jeffrey Thompson

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Jeffrey’s history in the financial services industry started in January of 1998, as a field sales trainer and sales manager for insurance giant AIG. He later joined Allianz Life as a wholesaler of annuities, life insurance and long term care insurance working with agents nationwide. In 2007 he branched off into the life settlement industry closing nearly $350 million in life settlement cases in just 18 months. Concurrently Jeffrey started his own agency in 2002 as an independent agent and continues to do personal production.  Jeffrey is a highly sought after sales trainer, coach and marketing consultant to life insurance agents and advisors nationwide, working with many of the industry’s top agents and advisors.  He is known by many in the industry as “The Leveraged Marketing Guy” and is the developer of the popular Quantum Marketing System™ used by hundreds of agents and advisors nationwide.  He was recognized by leading life insurance and annuity distributor ECA Marketing for his innovative, creative thinking and contributions as recipient of the 2015 Visionary Award.

Jeffrey will be speaking on a unique tax discounting approach to help business owners reduce their tax liability by 25% or more on already tax deferred savings, known as The Distribution Solution.

  • The little known strategy is designed to convert a taxable qualified account into a tax free income on a tax advantaged basis.
  • Reduces exposure to stock market volatility
  • Eliminates Required Minimum Distributions (RMD’s)
  • Insulates savings from future changes to tax rates

ECA Marketing, Inc.  www.ecamarketing.com

Office Hours: M-Th 8AM CST to 5PM CST,  Friday 8AM CST – 4PM CST

7800 Equitable Drive | Suite 200 | Eden Prairie, MN 55344
P: 800.356.4189 x2216| D: 952.224.0256 | F:952.229.8606

 

 

Failure is Not an Option!

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At both the Small Business Advisory Board and Devoted Business Development, we have a passion for businesses and the success and work life balance of their owners. We have this passion because it became clear to us early on that the majority of businesses fail after they achieve that first level of success and growth. That seems so ridiculous and defeating but it is true. The good news is, that it doesn’t have to happen!  You may be asking yourself how can you prevent this if it is so common…..

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