Peninsula Small Business Talk

from the Peninsula Executives Association

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Posts Tagged ‘Morgan Stanley’

Other Awards from the 2012 Anniversary Meeting

Besides the prestigious Craig Calkins Executive of the Year Award (presented this year to Karen Bowne, Sheraton Palo Alto), PEA hands out many other awards at the annual Anniversary meeting. Here are some highlights of this year’s awards!

Fun statistics:

Breakfasts consumed in 2011: …… 2,571.

Total leads given:…… 5,260 (Direct: 3,240. Referral: 1,580. Internet: 440)

New Members: President Mike Feller, Innovative Sales and Leasing recognized the new members of 2011, and presented the certificate award for Rookie of the Year to new member Gary Rudolph, Rudolph’s Interiors!

Leads Given in the Triple Digits: The following people were recognized for giving leads in the triple digits last year-

Mike awarded the certificate for Most Direct Leads Given to Bobbie Fakkema, Events, Etc… who gave the most direct leads(171)  after Hall of Famers Larry and Laurie Moore (268).

Referral Leads Given in the Triple Digits: The following two people gave referral leads in the triple digits-

He awarded the certificate for Most Referral Leads Given to Judy Ott, Judy Ott Organization and Design!  (She and runner-up Bette Asbra, Pro-Staff Painting have been in the triple digits four years running!)

Best Attendance: Tie for first place went to Larry and Laurie Moore, Larry’s AutoWorks and Dr. Chuck Fulanovich, Palo Alto Chiropractic

Honorable Mention Attendance: Only one meeting behind the best attendance members, honorable mention attendance was a tie between Mike Feller, Innovative Sales and Leasing, Dr. Leta Zwiebel, Psychologist, and Julie and Rick Stern, Stern Mortgage

Award Certificates: Mike presented Certificates of Award to the following members:

Mike also congratulated Paul Kraus, formerly of GoodCo Press, who was visiting and is our newest Emeritus Member.

We concluded by all making a toast to PEA’s 34th anniversary!

February Success Stories Round-up!

  • Dan Ingerman, Wemorph is excited to be completing a 3D display for the University Art in Palo Alto with a design by Harrington Design.
  • Erik Jacobsen, Threestory Studio got dremel bits he needed from Larry Hassett, Hardware Stores.  He also says that he got a project from a law firm that is just the kind he is looking for.
  • Mike Feller, Innovative Sales & Leasing commented that the Sheraton always does a great job for the various events he has attended there, which included an event the previous Sunday.
  • Dr. Chuck Fulanovich, Palo Alto Chiropractic thanked Fawni Hill, Larick Alan Hill, Mike FoxA&A Plumbing for their help during the renovations at his office building for the new tenant.
  • Julie Fukuhara, Stern Mortgage said that the transmission on her car went out and she had the car towed to Larry’s Autoworks.  They got to work right away and found her a new transmission at a considerable savings compared to the dealer.  She loves having someone she trusts to do the work.
  • Laurie Moore, Larry’s AutoWorks announced that Monday, February 13th is their 40th shop anniversary.
  • John King, Keller-Williams Realty says that the housing market is picking up.  A recent listing just got 16 offers.
  • Rick Rosensweig, Morgan Stanley is a proud father.  His daughter, Colt, has a book being published on March 1 about Newt Loken, known as the father of Michigan men’s gymnastics.  He was an outstanding coach and storyteller.  It is available in print or as an eBook from Huron River Press or selected independent booksellers.
  • Richard Phillips, Advantage Career Solutions says that he sees signs of economic improvement.  One of his clients just signed a job offer as a recruiter for a headhunting firm.
  • Werner Rogmans, Stanford Floral Design announced that his business is up 40%, thanks in part to PEA.
  • Dr. Leta Zwiebel, Psychologist had a can of Rustoleom explode in her garage, spattering her husband’s car.  They thought the car would need to be repainted and took it to Scott Yeaman, Yeaman Autobody. Scott’s crew was able to get the car cleaned up for only $150, no repainting needed.
  • Bobbie Fakkema, Events, Etc… thanked Darnel Rogan, Saber Roofing, saying that she had them install a wire grating over her gutter to help keep out leaves and debris.
  • Robin Azevedo, McRoskey Mattress Company thanked Duane Asbra, Pro-Staff Painting for the paint job in her store.  She also showed a photo of a McRoskey bed beautifully decorated by Fawni Hill, Larick Alan Hill.  They have an upcoming program on how to make a well-made bed.

Marketing Without the Internet: Tips and Tricks from PEA

Besides sharing information on services, tips, advice, etc. from each business, PEA also spends one meeting a quarter focused on special programs, including discussions on marketing, panels of members sharing their expertise, and tips on how to become a green business.  Back in July, the Program Committee planned a special program designed to give everyone a few new marketing ideas the old-fashioned way rather than through Internet marketing.  This was an opportunity to hear ideas for getting new customers or keeping existing ones that work for other businesses.

Here are a few of the ideas mentioned at the meeting:

  • Laurie Moore, Larry’s AutoWorks said that they use license plate frames, recyclable bags, post it notes, a monthly newsletter and they ask their satisfied customers to give them referrals.  Larry MooreLarry’s Autoworks added that they pre-book service appointments and give both reminder and follow-up calls.  They use line ads in the yellow pages that focus on what they do, not their name.
  • Bobbie Fakkema, Events, Etc… invites clients to a tasting at her warehouse once a year.  They are encouraged to bring a guest with them.
  • Mike Clark, Michael J. Clark, CPA makes completing your tax returns as easy as possible.  They are already stamped and only need to be signed and mailed with a check.
  • Rick Rosensweig, Morgan Stanley runs events where he invites outside speakers.  He also sends out a newsletter.
  • Rolf Kruger, Flicker, Kerin, Kruger & Bissada belongs to professional associations and works to make sure his clients have a positive experience.
  • Sam Harding, Retirement Administration supports local organizations like the Obon Festival, especially when there is a connection with one of his clients.
  • John Sylvester, SST Insurance Brokers has learned not to assume that his clients already know about all of his services.
  • Shawn McMillan, Connoisseur Coffee has signs for his clients to display reading “Proudly serving Connoisseur Coffee.”  They give open houses and donate coffee to community events.
  • Don Miller, Honorary Member said that when he was a practicing dentist, he called patients at night to check on them after a procedure.
  • Larry Hassett, Hardware Stores sponsors community events like the Rock the Block event in Half Moon Bay and belongs to service clubs.
  • Konrad Thaler, Smilin Dogs makes sure that every sense is addressed when you walk into Smilin Dogs:  it smells clean, the floor looks clean, the atmosphere is friendly, and there are photos of client dogs having fun to spark the human clients’ imaginations.
  • Cheri Jackson, Older Adult Care Management says they have a celebrity spokesperson, Willie Mays’ wife.
  • Julie Fukuhara, Stern Mortgage has a by-invitation special networking event for professionals in related fields.  Each participant receives a roster with contact information for all participants for the day.
  • Randy Mills, Pioneer Services uses his van as a mobile billboard.
  • Fawni Hill, Larick Alan Hill uses job signs and sends postcards to clients with photos of recent projects.
  • John King, Keller-Williams Realty puts up signs at every property and gives out pens, key chains, and water bottles.  He uses a direct mail campaign and has been a Little League team sponsor.
  • Kaye Sharbrough, Senior Seasons does speaking engagements, belongs to professional groups, and attends senior fairs.  She gives out personal information organizers with her business name.
  • Tom Brown, All Reasons Moving has the company name on trucks, uses direct mail, gives their business name to realtors, and sends out Christmas cards.
  • Jon Maystrik, Arborwell Professional Tree Management says that Arborwell has a marketing manager and takes marketing very seriously.  They do it all: run ads, go to trade shows, golf tournaments, send thank you cards, and have a direct mail campaign.  Their white trucks with company logo are washed every week, and they have sponsorships and practice philanthropy.
  • Scott Foster, Cassidy Turley BT Commercial tells everyone what he does, including when he coaches water polo.

A full list summarizing all the tips mentioned was handed out to all of PEA’s members.

Interested in joining PEA?  Visit our website to learn more.

July Success Stories Round-up!


Another great month for PEA businesses!

  • Judy Johnson, Unexpected Treasures is having an estate sale in San Francisco at the home of the late Milton Marks, a former California senator.  She also thanked John Sylvester, SST Insurance Brokers, who is helping her with a case of a bad fall at a previous estate sale.
  • Georgie Gleim, Gleim the Jeweler recommended Jeff Badzik, Perfection Auto Detail on an Internet group and found he was also recommended by two other people.
  • Konrad Thaler, Smilin Dogs announced that he just signed a five-year lease on a nearby building.  Smilin Dogs will be expanding into the 5,500 square foot space soon.
  • Bobbie Fakkema, Events, Etc… was away and thanked Scott Yeaman, Yeaman Autobody for fixing her car bumper and Albert Ong, Ambassador Services for cleaning her carpet while she was gone.
  • Tom Brown, All Reasons Moving said that June was a record month for them and their busiest ever.
  • Laurie Moore, Larry’s AutoWorks attended an automotive group conference and was surprised (but pleased) to find that they made the cover of the group’s magazine.
  • Kaye Sharbrough, Senior Seasons thanked Tom Brown, All Reasons Moving for helping her clients move to Sunrise.  She thanked Cheri Jackson, Older Adult Care Management for her help, too.
  • Rick Rosensweig, Morgan Stanley said that Jonathon Ong and his employee did a great job on the carpet while Albert Ong, Ambassador Services was gone.
  • Carol Garsten, Nature Gallery is excited about re-launching her web site.  The address is www.nature-gallery.com and she invites everyone at PEA to check it out and to visit her store at Town & Country Village in Palo Alto.
  • Georgie Gleim, Gleim the Jeweler thanked Mike Feller, Innovative Sales & Leasing for handling a long distance deal and Robin Azevedo, McRoskey Mattress Company for an endorsement.  She just returned from New York City as the new Chairperson of the Jewelers of America.  She also announced that Gleim was designated Best Jeweler in the County Almanac.