March 2025
Maximize Time, Build Connections!
Time is one of the most valuable assets in business development, and how you manage it can make all the difference in building meaningful connections. During the following two months, our groups will be focusing on the importance of time management and how mastering it can enhance both our professional and personal lives. Look forward to valuable tips and opportunities to integrate impactful time management strategies into your daily routine!
NextGen Encino met this month to catch up what new adventures they began and how the state of the world may be affecting the work that they do. It was a great and thoughtful meeting.
E1 Woodland Hills had a great discussion about “needs”. More specifically, the group posed the question: “What do you NEED to accomplish this year?”
E1 Agoura/Westlake met this month to discuss AI and technology tools to help professional service providers. It was a lively discussion and everyone walked away with some potential new tools to make their lives and businesses better!
E1 East Valley took a deep dive into the topic of how the administration changes are having an impact on our businesses and our clients businesses. They also talked about the further demise of DEI programs.
2nd Coffee: Bold Brews & Power Moves
Jordi Pujol, one of Echelon’s newest group moderators, had some great conversations with prospects for the refresh of our E1 Santa Monica Group, “Echelon Elevate B2B”. Current members were in attendance to give insights into Echelon and the benefits of the organization.
This group is ideal for B2B professionals focused on growing their business development skills or building their own professional services practice.
Interested in joining a meeting to see what it’s all about? This newly re-formed group will be kicking off their monthly meetings on Thursday, March 13th! Members can RSVP via the events page.
Non-members, please e-mail us HERE!
Expand Your Reach!
Share your insights and expand your reach! Don’t miss the chance to spotlight your expertise and inspire others on an Echelon Podcast.
Contact us HERE to record a Podcast or Introduction Video.
Check out one of our 50 published episodes today
wherever you get your podcasts or at EchelonBizDev.com !
Meet the Member
Miles Rader—Willner Heller LLC
Composed and wise beyond his years, Miles Rader, wealth advisor at Willner Heller LLC, is undoubtedly making a name for himself in the wealth management world.
Meet the Member
Uziel Gomez—Primeros Financial
Financial expert and a thrill seeker at heart, Uziel Gomez is paving the way for first-generation wealth builders through the firm he founded, Primeros Financial.
Lead Like a Buffalo: Facing Leadership Challenges with Emotional Resilience
By Robert Grossman
When faced with storms, most animals instinctively try to outrun them, seeking safety and shelter. But buffalo take a radically different approach: they turn toward the storm and walk directly into it. It’s a powerful metaphor for leadership and emotional resilience.
READ HERE
Robert Grossman is the Founder and CEO of Black Diamond Leadership, a national management training and executive coaching agency that works with individuals, organizations, and teams to drive peak performance and profitability.
The Secret Sauce to Successful Networking
By Gary Weiss
Recognizing the differences between all individuals is key. So, what exactly is the super-secret sauce that will result in bigger and better leads, more clients, and ultimately greater success?
READ HERE
Gary Weiss is a graduate of the Marshall School of the University of Southern California. He founded and operates a boutique accounting firm dedicated to brining high-quality tax preparation, planning, and resolution services to individuals and more at an extremely affordable price.
Want to write your own blog post? Submit yours HERE!
- E1 Woodland Hills Regular Monthly Meeting — March 5
- E1 Encino Regular Monthly Meeting — March 5
- Echelon Women’s Group Regular Monthly Meeting — March 6
- NextGen Calabasas Valley Regular Monthly Meeting — March 12
- Echelon Elevate B2B Santa Monica Regular Monthly Meeting — March 13
- E1 West L.A. Regular Monthly Meeting —March 17
- E1 East Valley Regular Monthly Meeting — March 18
- E1 Trust & Estates Regular Monthly Meeting — March 18
- E1 Warner Center Regular Monthly Meeting — March 19
- Tax Matters Specialty Group Meeting | Entity Formation— March 19
- E1 Agoura/Westlake Regular Monthly Meeting — March 20
- NextGen Encino Valley Regular Monthly Meeting — March 26
- Wine & Whiskey Tasting — March 27
