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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:

 

Jerry Siegel

 

Jerry S. Siegel helps business owners, CEOs, Presidents, and C-level executives enhance their leadership skills and improve their organizational results using his expertise in executive coaching, management training, and personal development with multi-sensory learning programs that have helped leaders improve since 1966.t. Jerry is the President of JASB Management, a company dedicated to fostering growth and success in individuals and businesses. With a multifaceted background as a CPA, CEO, and executive coach certified by reputable organizations, Jerry employs a proactive approach to help his clients enhance productivity and profitability. His dedication to making a difference in people's lives, coupled with his extensive experience, left a strong impression on me. Despite the challenges in his field, Jerry's resilience and dedication to his craft are inspiring. I appreciate his wisdom, especially his belief in the necessity of change for success, and look forward to exploring ways we can support each other professionally. Thank you, Jerry.

ASKS: Jerry is seeking connections with businesses in need of management training and executives who want to maximize their potential to boost productivity and achieve greater success.

Mentorship and Advice: Jerry offers advice and guidance in communication, delegation, goal setting, leadership, management, motivation, organizational supervision, and time management.

First Met: 2024/07/27

Introduced by: Terry Redmond

Relationship Status: Networking

Keywords:

Example Clients: Business owners, CEOs, Presidents, C-level executives

Example Partners: Executive coaching firms, Management training providers, Leadership development organizations

Example Providers: Personal development experts, Multi-sensory learning program creators, Certified executive coaches

Hiring Status: No

Learn more at www.jasbmanagement.com

 

 

Rick

 

Rick Leander to me is, first and foremost, one of the most impactful advisors I've had across my entire lifetime. Specifically with regards to my forays in business, Rick has been such a great mentor, supporter, and a really fun storyteller. Rick helps other founders like me get centered around our goals and obstacles. He comes from a long background in the finance world, and has seen plenty around startups. Rick is particularly fond of conversations around human behavior, and the technology that will help us change for the better. Thank you for always being there for me, Rick!

ASKS: Rick Leander is looking to connect with:

  • Founders and entrepreneurs focused on growth and innovation
  • Businesses in healthcare, finance, philanthropy, non-profits, and transformative tech
  • Startups seeking strategic guidance, culture development, and marketing support
  • Companies needing help with pricing optimization and technology development
  • Entrepreneurs looking for investment and mentorship in their ventures

Upcoming events or projects: You’re invited to read Rick's lates publication, What in the World is Large Flightless Birds? This piece explores the origins and peculiarities of large flightless birds through the unique lens of Spencer Alistair Stirling IV, an eccentric ornithologist with an unconventional theory that links life’s absurdities to these enigmatic creatures. Dive into the fascinating world of Stirling and his Council of Bird Brains as they embark on a quest to prove the absurd connections between these birds and the quirks of life. Subscribe to Rick's Substack, "Large Flightless Birds Takes Flight," for more great reads and updates.

Mentorship and Advice: Rick offers mentorship and advice in several key areas. He helps businesses with culture development, marketing, pricing, strategy, and stress testing using advanced behavioral economics. Rick also invests in startups in healthcare, philanthropy, finance, non-profits, transformative tech, and creative industries, providing both capital and valuable experience. Additionally, he supports entrepreneurs with rapid app design and development, drawing on his extensive experience in technology and global business.

First Met: 2020/05/28

Connection Background: Rick has been my trusted advisor, providing valuable guidance and insights along the way.

Relationship Status: Advisor

Keywords:

Example Clients: Founders and entrepreneurs, Healthcare and tech startups

Example Partners: Finance and philanthropy businesses, Companies needing strategy

Example Providers: Culture and marketing mentors, Transformative tech investors

Hiring Status: No

Learn more at www.lfbholdings.com

 

 

Chad

 

Chad Eaves helps individuals and organizations enhance their communication, leadership, and strategic planning using his expertise in these areas. Chad is a Communication, Leadership, and Strategy Expert, offering coaching, consulting, and advisory services. His diverse range of services, including public speaking, executive presence, presentations, communications for leaders, infographics, and networking, are testament to his broad skill set and commitment to helping clients in various communication needs. His website, chadeaves.com, further showcases his dedication to his craft and his commitment to his clients. Thank you, Chad.

ASKS: Chad is looking to connect with executives, business owners, senior leaders, key talent, and ambitious individuals who are focused on improving their communication skills and overall leadership effectiveness.

Upcoming events or projects: Chad is interested in participating in events or projects related to communication, strategy, leadership, and motivation. He is also open to opportunities that involve speaking engagements, workshops, or coaching sessions.

Mentorship or Advice?: Chad offers mentorship and advice to individuals looking to enhance their communication, strategy, and leadership skills. He helps clients achieve their goals through personalized coaching, sharing his extensive experience, and providing strategic guidance to ensure their professional growth.

First Met: 2024/07/15

Introduced by: Jason Abrahams

Relationship Status: Networking

Keywords:

Example Clients: Executives improving communication, Business owners seeking strategic guidance

Example Partners: Leadership development organizations, Event planners for workshops

Example Providers: Communication and leadership coaches, Strategy consultants

Hiring Status: No

Learn more at www.chadeaves.com

 

 

Dillon Headshot

 

Dillon Del Rosso is a Full-Time connector, entrepreneur, sport enthusiast and has passion for people and business. Dillon is the co-founder of PeakBot, an algorithmic stock trading bot as-a-service. Basically, you pay a single subscription to have access to a bot that trades stocks for you. I’ve known Dillon since his early stages as the co-founder of Peakbot - we’ve shared war stories back and forth about everything entrepreneurship. Dillon is also a keen networker - he knows exactly who should connect when he meets people, and he’s quick to execute on those relationship opportunities. He’s a wonderful friend and idol to me.

ASKS: Dillon Del Rosso is looking to connect with individuals and organizations interested in automated trading solutions, particularly those in need of accessible, affordable, and transparent trading technology.

Upcoming Events or Projects: Dillon continues to promote PeakBot, his automated stock trading service, and is eager to get involved in networking opportunities to further its growth and establish it as a household name.

Mentorship or Advice: Dillon Del Rosso offers valuable insights and mentorship to those interested in entrepreneurship, automated trading, and networking. His extensive experience in both B2B and B2C sales, as well as his passion for connecting people, makes him a great resource for guidance and advice.

First Met: 2021/03/30

Connection Background: Connected through LinkedIn

Relationship Status: Networking, Client

Keywords:

Example Clients: Individuals interested in automated trading, Organizations seeking trading technology

Example Partners: Networking and tech enthusiasts, Entrepreneurs and business connectors

Example Providers: Automated trading solution experts, Mentors in entrepreneurship and networking

Hiring Status: No

Learn more at www.usepeakbot.com

 

 

Jake Atwood

 

Jake Atwood helps companies capture various tax credits and incentives using his diverse background in marketing, lead generation, software development, and tax credit consulting. Jake is a Benefit Disruptors Advisor and Channel Partner Advisor at BuzzBuilder. Jake's professional journey is marked by his versatility and adaptability, having successfully launched and sold a software company, and now assisting businesses in maximizing their tax benefits. His entrepreneurial spirit and ability to connect with others through speaking engagements and writing have been instrumental in his success. Jake and I crossed paths professionally, and I've been impressed by his dynamic approach to business and his commitment to maintaining a work-life balance. Thank you, Jake.

ASKS: Jake Atwood seeks to connect with companies that are interested in maximizing their tax credits and incentives. He is also looking to collaborate with partners and providers who can help businesses leverage their tax savings effectively.

Upcoming Events or Projects: Jake is involved in initiatives that focus on helping businesses capture tax credits and incentives. He is actively seeking opportunities to speak at events and collaborate on projects related to tax benefits and business growth.

Mentorship or Advice: Jake offers mentorship and advice to businesses looking to optimize their tax credits and incentives. He provides guidance on capturing significant tax benefits and reinvesting those savings to enhance company operations and employee services.

First Met: 2024/08/02

Connection Background: Connected through an intro call

Relationship Status: Networking

Keywords:

Example Clients: Companies seeking tax credits and incentives, Businesses looking to optimize tax benefits

Example Partners: Tax credit consultants, Business growth and development collaborators

Example Providers: Tax incentive specialists, Financial advisors in tax savings

Hiring Status: No

Learn more at www.buzzbuilderpro.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

Conrad Ruiz 

 

 

Post by Conrad Ruiz
August 28, 2024

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