Bruin Professionals
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LB June Meeting
Windes - Audit, Tax, Advisory
111 West Ocean, 19th Floor
Long Beach, CA 90802

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Tuesday, June 25, 2019, 11:30 AM - 1:15 PM PST
Category: Long Beach

Join Bruin Professionals Long Beach for lunch and networking plus a special activity intended to identify and foster referral opportunities between members and prospective members.  

Chapter moderator, Guy Nicio, will lead the group in an exercise where each attendee will list 5 relevant/appropriate clients (or equivalent) and list what they know about how the clients are being serviced in various areas (e.g., legal, tax, accounting, insurance, financial, banking, consulting, etc.).  Based on these lists, the group will have the opportunity to discuss how they might be able to provide a solution, improvement, or value add.  This is not intended to create any mandatory or guaranteed referrals, but to delve into our respective clients’ situations and needs in the interest of seeing what we really know about our clients beyond our own services and how we might be able to help them as trusted advisors.  Of course, such analysis may lead to increased referral activity within the group!

Cost: $10 at the door


Contact: Guy Nicio [email protected]