Where is your personal office? (City, State/Province, Country)
San Francisco, CA
Where do you personally sell?
San Francisco Bay Area
Describe your company's offerings
We help small business owners achieve financial security through the implementation of insurance and investment programs as part of a comprehensive tax savings and financial planning strategy.
Which industry do you represent? (How would a client or partner label your service offering?)
Sales
Which titles make purchase decisions for your offerings?
CEO/Owner, Sales
Do you target specific types or sizes of companies? If so, please explain.
I work best with smaller companies with 20 or less employees where decisions are made locally.
What are some symptoms that a prospect might need your offering?
A business that is not sure about whether the benefits offerred are maximized and hasn't come up with plans to manage risk.
What differentiates you as a possible business partner?
The way I engage clients is on a needs basis to make sure that the offerings I recommended are specifically tailored to meet their needs.
Who first told you about the B2B Power Exchange Community?
Peter Gray
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