WFG-NY Management Team Summary [04/26/08]

Hi Team,

 

Here is the meeting summaries for the last WFG Management Team Meeting.

 

 

WFG-NY  Management Team Summary

Date:    04/26/08

 

Topic:   Business Building Events

Highlight Notes:   

• Paul Deitrich Economic Summit: Investing During a Recession: 
• Focus on IAI launch in NYC
• Target Date:  Tues 06/03/2008 (6:30pm) 
• Attendees:     500 min
• Location:        TBD (await feedback and prices)
• Long Island WFG/IAI Re-Launch:
• Focus on CPAs, Mortgage Brokers, Realtors  
• Attendees:     200 min
• Target Date:  TBD
• Location:        Hempstead, Long Island Marriot (at Nassau Collesium)
• Eric Jensen - CPA Summit Luncheon:
• Focus on CPAs (using Retirement Plans: Pensions, 401k, 403b)
• Attendees:     100 min
• Target Date:  TBD
• Location:        Hempstead, Long Island Marriot (at Nassau Collesium)

• Resources to implement the meetings:
• Project Finances:
• $3,000 committed byt management team ($1,000 each: Winston, Erick, Victor)
• Marketing Resources:
• Reuse flyers from Atlanta team
• Include all NYC Metro area WFG offices (start with Fradel Barber, Jay Maymi, West B'way) 
• Career Web Sites
• Advertising Resources:
• Local Radio
• Business Networks: Online & Offline
• Career Web Sites
• Personal Contacts  (PDA downloads)
• Churches
• Cable TV/Newspaper
• Online Magazines (Crains, NY Biz Report etc)
• Press Releases
• Event Brochure (online & hardcopy)
• Use event sponsors to help defray costs (local businesses, WFG/IAI advisors)
• Sell copies onsite for $5  or $10
• This sub-project will be headed by Celeste Morris (Winston to supervise)
• Key Tools for Economic Summit:
• Online Registration Website and database [Name, Phone, Email, Address, Referrer, Financial Questions].  Could use http://www.eventbrite.com
• Include code for each WFG agent
• Include name of referrer
• Invite Flyers and Cards [1,000 per WFG team member, coded with Name/Agent Code]
• Onsite Registration: require contact info and/or business card.
• Feedback form: Use the WFG BPM cards (yellow contct/feedback form).  These need to be ordered, printed ASAP!

Action Steps [Owner]:   

• [Erick]: Confirm availability for Baruch Auditorium (school theatre or business library)
• [Victor]: Confirm availability for Polytech Dibner Bldg Auditorium, BMCC Theatre
• [Winston]: Confirm availability for Brooklyn Law Auditorium
• [Winston]:  Get "official" copies of WFG/IAI event flyers, invites from Dutch/Tom - Atlanta team
• Previous action items
• [ALL]:  Individually invite 100 people to each BPM.  Locations (Brooklyn-NYC, Hempstead-LI) 
• [Victor]:  Order 5000 WFG contact, referral BPM cards
• [Winston]:  Order 2000 Info Packets (hand out to attendees)
• [Victor, Erick]:  Complete Mortgage Division offer to Anthony Davenport