This is "In The Looop" by Well Aware
First time here?
Welcome to "In The Looop".
Well Aware's weekly* (we try) Networking Newsletter!
The #1 goal of this newsletter is to foster more conscientious networking.
Not your first time here? Welcome back!!! Let's dive in:
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As always, please refer to the following for how to best use this newsletter:
1. Please reply to me with your interest in any relationships I share here.
If you want to meet one of the people below, all you have to do is ask.
2. Please reply with a clear reason for why you want to connect with someone.
In order to connect you, I need context so that I can propose a thoughtful intro.
3. Please reply to me even if you have NO interest in anyone I share today.
Tell me your current ASKS. Say "Hi!" Point being: Keep our relationship two-way.
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Let's look at today's spotlighted Well Aware networking relationships:
Jim Shulman loves working with successful independent practitioners who are frustrated with the direction of their professional practice and their life. Jim is the Owner of Elsinore Business Associates. Jim specializes in practice Management and development for financial advisors, attorneys, and CPAs. Jim is hilarious as much as he is incredibly wise with the business knowledge and storytelling that he shares - I’ve been on 2 super connector calls with him, and it has been an absolute joy each and every time. Honored to know a coach like him.
ASKS: Jim is seeking to connect with:
- Licensed professionals, such as wealth managers, attorneys, and CPAs
- Practitioners who have been in business for years but are experiencing plateaus in sales or client growth
- Individuals willing to work hard, follow guidance and are committed to improving their practice
Upcoming events or projects: Jim is currently offering a six-month coaching program for financial advisors, attorneys, and CPAs, focused on overcoming plateaus and revitalizing their business. He is also open to participating in events or collaborations that support practice management and professional growth.
Mentorship and Advice: Jim mentors financial advisors, attorneys, and CPAs who feel stuck in their careers. As the Owner of Elsinore Business Associates, he offers a six-month program to help professionals grow their businesses, often doubling their income in two years. Jim uses his extensive knowledge to create personalized action plans, provide homework, and offer unlimited support, with a guarantee that clients will see results.
First Met: 2022/06/07
Introduced by: Christopher Gittings
Relationship Status: Acquainted, Networking
Keywords:
Example Clients: Financial Advisors, Attorneys, CPAs
Example Partners: Professional Coaches, Practice Management Experts
Example Providers: Business Consultants, Career Mentors
Hiring Status: No
Learn more at www.elsinoreba.com
Phil Castro helps startup enthusiasts and entrepreneurs gain insights and connections in their field using his platform, Kamp. Phil is the Founder of Kamp, an organization that hosts exciting startup events. Phil's dedication and entrepreneurial spirit have led him to receive accolades such as Startup of the Year and being listed in the prestigious 35u35 list, marking him as a young leader in the tech industry. His expertise has been featured in prominent media outlets, solidifying his status in the startup and venture capital community. I had the pleasure of interacting with Phil and was impressed by his drive and commitment to fostering a supportive environment for startups. His proactive engagement on social media platforms under the handle @philshungry further showcases his dedication to his work. Thank you, Phil, for your contributions to the startup community.
ASKS: Phil is looking to connect with:
- Startup Enthusiasts: Individuals who are passionate about innovation and entrepreneurship.
- Entrepreneurs: Business founders eager to gain insights and expand their networks.
- Tech and Venture Capital Partners: Industry leaders and investors looking to support and collaborate with startups.
Upcoming events or projects:
Kamp's next "Showcase" event will take place on August 22nd in Surfside, Miami. The evening will feature live startup pitches, panel discussions with leading speakers, networking, cocktails, and a DJ. Sponsors for the event include Fribl Media, Naked., McCarter & English, LLP, Justworks, and Bigly Sales. Speakers include Adam C. Grant (VC @ 3+ Ventures), John Driscoll (CEO @ Naked.), Samson Magid (CEO @ HealthSnap), Erik Brue (VC @ NevCaut Ventures), Phil Castro (CEO @ Kamp), James Smedley (Partner @ McCarter & English, LLP), Thomas Ryan (CEO @ Bigly Sales), Olivia Ramos (CEO @ Deepblocks), Andrew Parker (CEO @ Papa), and more. There are 14 free seats and upgraded options available.
First Met: 2024/04/19
Connection Background: We were connected through the Startup Community Event.
Relationship Status: Networking
Keywords:
Example Clients: Startup Enthusiasts, Entrepreneurs
Example Partners: Tech Industry Leaders, Venture Capitalists
Example Providers: Startup Event Organizers, Networking Platforms
Hiring Status: No
Learn more at www.kampevents.com
Nick Stromwall helps entrepreneurs and investors multiply their money and impact by specializing in alternative asset investing, particularly in real estate and energy. Nick is the Principal Fund Manager at Oak and Vine Upstream Energy Fund. With over 14 years of experience, Nick has been involved in multiple syndications in these sectors as a General Partner and managing partner and has a strong passion for helping entrepreneurs thrive and find work-life balance. Nick and I met during a discussion about our respective businesses; his commitment to investing in businesses that have a Kingdom Impact and his keen interest in my time management agency, Well Aware, struck a chord with me. His entrepreneurial spirit and dedication to empowering his investors resonated with my own philosophy of cultivating meaningful connections. I am grateful for our ongoing professional relationship and look forward to potential collaborations. Thank you, Nick.
ASKS: Nick is looking to connect with:
- Entrepreneurs: Those focused on building businesses that create a Kingdom Impact.
- Investors: Individuals seeking opportunities in alternative assets, particularly in real estate and energy.
- Partners: Professionals who share their commitment to work-life balance and empowering others to thrive in business and community.
Upcoming events or projects: Nick is working on new projects with Oak and Vine Upstream Energy Fund, focusing on real estate and energy investments. He’s involved in syndications as a General Partner and is preparing to launch new opportunities for investors. Nick also helps entrepreneurs find balance through his Certified Prepare-Enrich Facilitation and is open to collaborations that align with his vision for Kingdom Impact.
Mentorship or Advice?: Nick is passionate about mentoring entrepreneurs and investors looking to grow their income and impact, particularly in real estate and energy investments.
First Met: 2024/07/08
Connection Background: Fellow entrepreneurs, Connected through LinkedIn
Relationship Status: Networking
Keywords:
Example Clients: Entrepreneurs, Investor
Example Partners: Real Estate Syndicators, Energy Sector Leaders, Faith-Based Impact Investors
Example Providers: Alternative Asset Managers, Syndication Platforms, Financial Advisors Specializing in Real Estate and Energy Investments
Hiring Status: No
Learn more at www.oakandvinecapital.com
Frederick Majors helps entrepreneurs and small businesses acquire clients using LinkedIn's Sales Navigator, direct messaging, and digital marketing. Frederick is the LinkedIn expert at Stampede Branding, where he focuses on overcoming challenges such as low message responses, lead generation, and navigating Sales Navigator. Frederick and I met through our mutual interest in time management and the importance of outsourcing certain tasks. We discussed the possibility of partnering together and referring clients to each other, a conversation that highlighted Frederick's proactive, customer-oriented approach. His determination to help others achieve their goals and his problem-solving mindset make him a valuable asset in the professional field. Thank you, Frederick.
ASKS: Frederick is looking to connect with:
- Client Acquisition through LinkedIn: Helping entrepreneurs and small businesses effectively use LinkedIn's Sales Navigator, direct messaging, and digital marketing to attract clients.
- Lead Generation & Response Improvement: Addressing challenges like low message responses and optimizing lead generation strategies.
- Sales Navigator Expertise: Providing guidance on navigating and leveraging Sales Navigator for better results.
- Partnerships & Referrals: Open to collaborating with those who value time management and outsourcing, and are interested in mutual client referrals.
Upcoming Events or Projects: Frederick is now offering assistance to business owners and entrepreneurs struggling with LinkedIn. He provides strategies to:
- Enhance LinkedIn capabilities
- Build a network for referrals
- Save time and focus on other business aspects
- Grow and scale your business
Mentorship or Advice: Frederick Majors offers valuable mentorship for entrepreneurs and small businesses struggling with LinkedIn client acquisition. If you find yourself facing issues like low message responses, difficulties in lead generation, or frustration with Sales Navigator, Frederick's Maximizer Sales Team process can help.
First Met: 2024/07/18
Connection Background: Connected through an intro call
Relationship Status: Networking
Keywords:
Example Clients: Entrepreneurs seeking LinkedIn clients, Small businesses enhancing leads
Example Partners: LinkedIn and marketing pros, Time management and outsourcing partners
Example Providers: LinkedIn experts, Lead generation consultants
Hiring Status: No
Learn more at www.stampedebranding.com and www.maximizersalesteams.com
Kelsie Garrett helps small businesses optimize their inventory and increase cash flow using her extensive experience in supply chain management. Kelsie is the CEO of IssuesUp Solutions, a business consulting company focused on inventory management. With over 15 years of experience in the field, Kelsie has a proven track record of delivering significant outcomes, including reducing inventory by more than 70% in under two years and cutting down out-of-stocks and order lead times by over 75% within six months. I met Kelsie through a mutual connection, Amanda, and was immediately impressed by her passion for problem-solving and her commitment to helping small businesses thrive. Our professional relationship has been mutually beneficial, with me providing introductions to potential clients and partners in my network, and Kelsie offering her expertise in inventory management and operations. Thank you, Kelsie.
ASKS: Kelsie is seeking to connect with:
- Inventory Optimization: Assisting small businesses in streamlining their inventory systems to improve efficiency and reduce costs.
- Cash Flow Improvement: Providing strategies to enhance cash flow management and financial stability through effective supply chain solutions.
- Operational Efficiency: Addressing challenges related to inventory and order processes to minimize lead times and stock issues.
- Collaborative Partnerships: Seeking opportunities to partner with businesses looking to optimize their operations and achieve significant improvements in inventory management.
Upcoming Events or Projects: Kelsie is working on several exciting projects:
- New Product Launches: Kelsie is leading initiatives for multiple new product launches, leveraging her extensive experience in managing projects ranging from $5-10 million.
- Strategic Collaborations: She is partnering with major companies, including Walmart and Chewy, to drive significant improvements in inventory management and reduce order lead times.
- Small Business Support: Kelsie is dedicated to helping small businesses enhance their inventory systems and boost cash flow, continuing her commitment to fostering growth in the business community.
Mentorship or Advice: Kelsie is dedicated to helping businesses navigate their challenges and achieve significant improvements in their supply chain processes. Her expertise is available to those seeking guidance on managing inventory, reducing costs, and enhancing overall business performance.
First Met: 2024/08/08
Connection Background: Connected through an intro call
Relationship Status: Networking
Keywords:
Example Clients: Small businesses optimizing inventory, Companies improving cash flow
Example Partners: Inventory and supply chain consultants, Business operations experts
Example Providers: Supply chain specialists, Cash flow and operations consultants
Hiring Status: No
Learn more at www.issuesupsolutions.com
Looop Software Updates!
If you're not already aware, Friends, Well Aware has been building software designed to automate introduction management as much as possible!
Here's the latest on Looop's software development:
Looop Beta is LIVE!!!
Friends, do you want access to Looop? Tell me which email address you want to use (must be a Google account), and I will get right back to you!
We've switched to a dedicated newsletter to Looop development updates - subscribe here if you'd like to be kept in the looop on looop development!
And with that, as always, be well, be aware, and by all accounts, be warm with all of your relationship management efforts! If you have any questions, please reach out.All the best,
Conrad Ruiz | CEO | Well Aware
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