Agenda for March 5, 2020

Time	Participation	Subject
7:30 AM to 7:55 AM	Host: Jon Nalbandian	Networking {Gather business cards and place into separate card holders for the Triumvirate Meetings}
7:55 AM to 8:00 AM	Jon Nalbandian	Call the meeting to Order: Share the STAR Membership Benefits
8:00 AM to 8:05 AM	Jon Nalbandian Introduce Guests	Introductions: Guests and Prospective Members
8:10 AM to 8:20 AM	Sponsor Presentation: Keith Eck, Keith Eck Financial	Financial Speaker Presentation: Introduction to Keith Eck Financial
8:20 AM to 8:55 AM	Jay Robinson-Duff III, Introduce Table Time, Format and Issues	Table Time: What is your Biggest goal this year and what is your plan to achieve it?
8:55 AM to 9:00 AM	Keith Eck Share Details of the upcoming meetings this year.  There is no meeting is April 2nd; instead we will be hosting a Social Networking Event April 16th.	Testimonials and Triumvirate Assignments

Upcoming Member Meetings

January 2020 - No meeting
February 6, 2020
March 5, 2020
April 2020 - No meeting
April 16, 2020 - Social Networking Event - CANCELLED
May 7, 2020
June 4, 2020
July 2, 2020
August 6, 2020
September 3, 2020
October 1, 2020
November 5, 2020
December 3, 2020 - Holiday Social Event

New Vision, Mission & Benefits

Communicates an uplifting philosophy that energizes the
organization to accomplish its goals and objectives. Striving
to become San Diego's premier leads and networking
organization through long-term relationships with fellow
members.

 

New Mission

The mission of the San Diego STAR organization is to serve professional individuals who have engagements with business owners and C-Level executives. We offer seasoned and experienced professionals who can build long-term relationships with members of the organization. Our uniqueness emanates from the ability of members to serve as a resource for other STAR members in a professional trusted adviser status. It is our intent to become the leading networking organization that provides warm leads to fellow members that leads to income producing engagements.   

 

Membership Benefits for Attendees

• Opportunities exist to network with members before and after
  the meeting.
  
• Members spent time learning more about each other
  through the “Triumvirate” one on one networking session.
• Members have the opportunity to share testimonials and
  recognize outstanding referrals from member trusted
  advisors.
• Members have the opportunity to market their companies through monthly meetings, special events and annual sponsorships.
• Sponsorship and co-sponsorship opportunities are available
  for trusted advisors to share additional information on their
  business and services.
• On a periodic basis, educational seminars will be provided
  on key and relevant subjects that are important to the
  member audience.
• Develop meaningful relationships that lead to referrals and
  income producing engagements.
• Opportunity to provide “Guest”” visits which enable
  prospective members to explore the value proposition and
  meet like-minded trusted advisors.
  

Business Plan Overview

 

Strategic Evaluation

The primary purpose of the business plan is to define the business objectives that are necessary in order for the STAR organization to grow and meet its business expectations. The plan aggregates all of the organization’s activities that it must execute in order to build and grow the organization for long term sustainability. The plan develops a systemic path towards the achievement of those objectives.

 

STAR Value Proposition

A value proposition is a promise of value to be delivered. It's the primary reason a prospect should join STAR {Strategic Trusted Advisors Roundtable}. It explains how our services solves members problems or improves their situation (relevancy), it tells the ideal member why they should join STAR the competition (unique differentiation).

 

 

Market Positioning

Center of Influence: Ensure that all members touch the CEO, COO and BOD of mid-size companies in a definitive way through
relationships and referrals that leads to income producing
engagements. Position STAR as a viable networking
alternative to Pro-Visors, Association for Corporate Growth
and Corporate Alliance.

 

 

Trusted Advisor

Trusted Advisor is someone who is an influencer with clients and who utilizes other professionals and resources to support center of influence.

 

Referral Maker

Someone who makes and receives quality referrals and introductions through their deal transactions and prospect flow.    

 

Benefits 

• Opportunities exist to network with members before and after
  the meeting.
• Members spent time learning more about each other
  through the “Triumvirate” one on one networking session.
• Members have the opportunity to share testimonials and recognize outstanding referrals from member trusted advisors.
• Sponsorship and co-sponsorship opportunities are available for trusted advisors to share additional information on their business and services.
• On a periodic basis, educational seminars will be provided
  on key and relevant subjects that are important to the
  member audience.
• Develop meaningful relationships that lead to referrals and
  income producing engagements.
• Opportunity to provide “Guest”” visits which enable
  prospective members to explore the value proposition and
  meet like-minded trusted advisors.

Outcomes

Relationship building and referrals by trusted advisors and referral makers leads to income producing engagements that satisfy the needs of the business owner, CEO, COO or BOD member.