Members discussed the benefits of being an Echelon member and how to encourage new prospects to join.
[From left: Larry Goldman, Julie Widener, Frank Taylor, Doron Tisser, Steve Weber, Mark Fishman, Matt Heller, Meredith Sesser, Adam Grant]
In this meeting, everyone put a problem / issue they’re facing into a hat and our E2 Members pulled them out at random, solving each of them as a group. Problems included: finding clients outside of referrals / word of mouth, what to do about an employee who seems disengaged, how to deal with imposter syndrome, how to maximize LinkedIn, and how to know if a networking group is worth it.
[From left: Michael Bloom, Jason Rosenkranz, Adam Grant, Madison Oberg, Jake Berman, Curtis O’Shaughnessy, Taryn Gray-Delahunty, Elana Daley]
E1 Agoura / Westlake
Agoura / Westlake’s guest speaker, Stephen Frueh, PhD, lead a collaborative discussion on self-presentation.
[From left: Tyler Hamilton, Harriet Oberman, Danielle Gotcher, Jim Cagle, Guest Speaker Steven Frueh, Matt Coletta, James Bean, Neil Popowitz, Ricky Mills and Robert Triplett]
E1 Valley Trusts & Estates
Each member participated in a deep mastermind discussion and gave examples of what they do with clients surrounding trust and estates.
[From left: Brad Levin, Steve Weber, Dena Klotz, Jim Cagle, Brian Rabinovitz, Joel Dobrin, Zach Winner, Matt Bunkowski, Heath Goldman, Brad Kraines]