Peninsula Small Business Talk

from the Peninsula Executives Association

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Posts Tagged ‘Retirement Administration’

Congratulations Sam Harding, Retirement Administration on your Community Service Award!

Sam Harding, Retirement Administration recently won a community service award at the 29th annual Los Altos-Los Altos Hills Joint Community Service Awards luncheon.  The award ceremony was written up (with accompanying picture) in the Los Altos Town Crier.

“Nominated by non-profit groups and selected by a 12-member committee, honorees represent involvement in a variety of areas, from schools to libraries and youth sports. The nine honorees selected this year include:”

“Sam Harding, a longtime Los Altos Rotary Club member who has been involved in a wide range of activities, from coaching baseball to involvement in the YMCA, the Community Health Awareness Council and the Palo Alto veterans’ hospital.”

Congrats Sam!

To read the full article and see his picture click here.

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.

Dan Harding of Retirement Administration, Inc. Does Webinar on Cash Balance Plans

Dan Harding of Retirement Administration, Inc. conducted his first webinar recently.  The topic was on cash balance plans, a newer type of plan that will help with tax benefits on contributions to your 401K.

If you are interested in benefits from this year, contact Dan for more information at the link above by December 31st. He’s planning to have 2 more webinars this year. Congratulations, Dan!

June Success Stories Round-up!

Better late than never!  Look out for our July edition coming soon.

  • Judy Johnson, Unexpected Treasures thanked Jeff Badzik, Perfection Auto Detail for the car detail and says it looks great.  She also found the perfect warehouse location thanks to PEA.
  • Sue Ballew, Skytrekker Aviation just ran a deal on Living Social and sold 110 introductory flights.  Living Social allowed her to schedule the flights at her less-busy times (during the week).  Between this and Groupon, she has sold around 400 introductory flights.
  • Georgie Gleim, Gleim the Jeweler announced that their 80th Anniversary sale is now complete.  It was very successful at 50% more in sales than in May of 2010.
  • Bobbie Fakkema, Events, Etc… thanked Paul Kraus, Goodco Press for another beautiful printing job.  She also thanked David Gaskill, D.B. Gaskill Advertising Specialties and Karen Bowne, Sheraton Palo Alto for the leads.
  • Konrad Thaler, Smilin Dogs bought his 10th van from Mike Feller, Innovative Sales & Leasing last week.
  • Judy Johnson, Unexpected Treasures has an estate sale coming up in the home of a late state senator Bill Clark.
  • Mike Feller, Innovative Sales & Leasing likes to give Connoisseur Coffee as a gift to clients.
  • Dr. Chuck Fulanovich, Palo Alto Chiropractic shared that June 10th marked the 35th year he has been in practice.
  • Dan Harding, Retirement Administration has been working with his father, Sam, for one year now.  Their sales are up 262% in the past year.
  • John King, Keller-Williams Realty helped Jay Saber, Saber Roofing’s son and daughter-in-law find a new home.  Stern Mortgage will be handling the mortgage.
  • Erik Jacobsen, Threestory Studio said that his neighbor’s admired his newly painted house so much that they asked for contact information for Duane Asbra, Pro-Staff Painting.
  • Bobbie Fakkema, Events, Etc… thanked Susan Hamilton, VTF Services and the team for getting her lawn nice and green.
  • Terry Pebbles, Optimum Floors announced that he has re-formed his business as Optimum FloorsOptimum Floors does flooring coverings, so the classification Window Coverings is open for a new member.
  • Peggy Calhoun, Garden ANew thanked Mike Fox, A&A Plumbing, saying that the team came by while she was gone and everything went very smoothly.
  • Bobbie Fakkema, Events, Etc… said she is working on an event for Green Gables for July 4th.  It used to be an annual event and this year’s will be the last.