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Financial Strategy for Entrepreneurs GURU Hours with Asako Okuma Svolopoulos
Financial Strategy for Entrepreneurs GURU Hours with Asako Okuma Svolopoulos
August 4, 2020 @ 9:00 am - 11:00 am
Open to Members and Non-Members!
Email: aokuma16ALS@wfgmail.com
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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Hera Hub Carlsbad GURU Asako Okuma Svolopoulos is a Financial Education Entrepreneur and Senior Marketing Director at Revolution Financial Management. She manages two San Diego offices as well as a team of associates, delivering trustworthy financial education and expertise to clients from all walks of life.
As a GURU, Asako consults with entrepreneurs on the critical balance between personal and business finances; on the ultimate goal of separating the two; and on how to invest in both. She can guide you through savings plans in the absence of employer plans, debt consolidation and debt management planning, insurance, retirement, and benefit plans.
You may want to ask Asako questions related to:
• How should I use my personal finances to support my entrepreneurial goals? What are the pros and cons of investing my own money into my business?
• What are the savings and tax consequences of my financial choices?
• How much insurance do I need and what types should I consider?
• Are there products where I can grow my money and still have access to it without penalty or taxation?
• What are the rules and regulations for tax-deferred accounts and benefit plans?
• Are there financial professionals who will work with me if I don't have a lot of money?
• How do I get out of debt?
Learn more about Asako or connect with her during her GURU hours, on the first and third Tuesdays monthly from 9-11am.
Website: www.financialrevolution.com
Email: aokuma16ALS@wfgmail.com
See more details
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GURU Advisor: Nikkie Achartz offering PRICING AND PROFITABILITY Consultation/Q&A
GURU Advisor: Nikkie Achartz offering PRICING AND PROFITABILITY Consultation/Q&A
August 4, 2020 @ 12:00 pm - 2:00 pm
Hera Hub Irvine, 16480 Bake Pkwy, Irvine, CA 92618, USA
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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Nikkie Achartz, CEO of SNAP Savvy Strategies LLC, is a well-known Branding Consultant, Business Growth Strategist, transformational speaker and workshop facilitator who has extensive experience in marketing strategy, sales psychology and image based branding.
Infusing her educational background in psychology and behavioral profiling, Nikkie coaches and supports female entrepreneurs in operating their businesses through the lens of a CEO to grow, scale and profit in business. As a highly respected and sought after strategic business coach and consultant, Nikkie firmly guides female entrepreneurs in stepping into their power as BOSS and turning their passion into a profitable, manageable, scalable, successful business.
Whether speaking from the stage, facilitating interactive workshops, or consulting one-on-one, Nikkie’s influential leadership style combined with her exuberant mince-no-words approach motivates her clients to step confidently into their role as a Savvy BOSS in business.
Questions you may want to ask Nikkie:
Guidance in helping me identify a target market that will properly value my services – If I “niche” will I be leaving money on the table from other potential sources?
Identifying the compelling fears, pains, and desires of my ideal client – How am I ideally positioned to meet the needs/wants of my target audience?
Understanding how much time I must spend “on” your business vs. “in” your business – How do I get off the feast-famine income roller coaster that often comes with a service-based business?
Website: www.snapsavvystrategies.com
Email: nikkie@snapsavvystrategies.com
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GURU Advisor: Janina Goldberg offering PROCESS AND PRODUCTIVITY Consultation/Q&A
GURU Advisor: Janina Goldberg offering PROCESS AND PRODUCTIVITY Consultation/Q&A
August 4, 2020 @ 12:00 pm - 2:00 pm
Hera Hub Irvine, 16480 Bake Pkwy, Irvine, CA 92618, USA
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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Process support queen, maintainer of order, manager of details, and a true advocate for others’ potentials, Janina is known for consistently bringing her patient, calm energy and deep respect for others to all that she does. Janina has cultivated her 20+ years of corporate pharma experience as a business operations support manager into a think-out-of-the-box streamlined solutions for maximizing time, energy and productivity.
As a Process & Productivity Coach, Janina supports female business owners who are struggling to lighten the overwhelm and chaos thru intentionally planning, simplifying and integrating new habits, processes and systems in business and personally for more harmony, freedom and ease.
Questions you may want to ask Janina:
I feel like I’m busy spinning my wheels. How can I slow down and still be productive?
I think I’m ready to bring on a VA. What do I need to get started?
I have a million ideas swimming in my head. Where do I start to feel relief and gain some clarity?
I have no time. What do you suggest for time blocking and setting themed days?
I am not good at holding myself to tasks. What does accountability look like
Website: www.JaninaGoldberg.com
Email: janina@janinagoldberg.com
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GURU Advisor: Michelle Philo offering SMALL BIZ AND START UP Consultation/Q&A
GURU Advisor: Michelle Philo offering SMALL BIZ AND START UP Consultation/Q&A
August 5, 2020 @ 9:00 am - 11:00 am
Open to Members and Non Members!
Email: michelle@philolaw.com
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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Michelle A. Philo is the principal at Philo Law Firm, P.C., where she provides concierge General Counsel services to small businesses and startups, with a focus on technology businesses. With her broad knowledge, Michelle provides small businesses with the convenience of working with one key lawyer to manage all of their outside counsel and provide immediate assistance with contracts, compliance, employments matters, and protecting intellectual property. She also provides estate planning, trust administration, and probate services to individuals and families. Prior to launching her own firm, Michelle served as General Counsel at Adtile Technologies Inc., a technology company focused on motion engagement and virtual reality for mobile devices. Michelle started her legal career at a mid-size firm doing both business litigation and transactional work and estate planning.Questions you want to ask Michelle:Is a corporation, LLC, or sole proprietorship right for me?What are the key terms I should have in my business contract?What are the steps I should take in hiring or terminating an employee?What terms of use or policies should I have on my website?Website: philolaw.com
Email: michelle@philolaw.com
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Client Retention & CRM GURU Hours with Lucy Kelleher
Client Retention & CRM GURU Hours with Lucy Kelleher
August 5, 2020 @ 9:30 am - 11:00 am
Open to Members and Non Members!
Email: lucy@keepthemloyal.com
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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Lucy Kelleher is the founder of Keep Them Loyal. In her "former" life as a litigation paralegal and elementary school teacher, she quickly learned how important building relationships was to a successful business. When she became a full-time entrepreneur, she realized that her relationships with clients and business partners was even more critical to her success. She no longer saw her contacts daily or even weekly! She had also started networking and needed to connect with potential referral partners and business resources. She began to create systems to ensure that she stayed connected as well as stayed “top of mind” to them.
She assists business owners grow their business by helping them build relationships with their clients and referral partners. We work one-on-one or in small groups to create their own client retention and referral programs by strategizing ways to stay connected.
What is a CRM? There are so many of them out there! How do I decide if I need one and then which one do I choose? Do they all cost money?
I have a stack of business cards from various events I have attended. What do I do with that stack of business cards?
I'm feeling overwhelmed that I am not handling the clients and leads that I have now - I'm hesitating in attending events and meeting new people. If I can't handle what I already have, how can I take on anything new?
What's a follow up process? How do I follow up? I can't meet everyone for coffee or talk to everyone I meet one-on-one. How do I decide who to meet and follow up with?
I network but I'm not getting anything out of it. What should I be doing?
Learn more about Lucy or connect with her during her GURU hours, on the first and third Wednesday monthly from 9:30-11am. These are open hours, but if you would like to lock in your time with Lucy, please use this optional scheduling link: https://calendly.com/lucykelleher/guru20min
Website: http://www.keepthemloyal.com/
Email: lucy@keepthemloyal.com
See more details
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Small Business Accounting and Tax GURU Hours w/ Lindsay Wiley, CPA
Small Business Accounting and Tax GURU Hours w/ Lindsay Wiley, CPA
August 18, 2020 @ 10:30 am - 12:30 pm
Open to Members and Non-Members!
Email: lindsay@wileyfinancialinc.com
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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Lindsay Wiley is an accountant with over twenty years experience in the corporate and finance world and 3 degrees in economics, accounting and business. She has worked with many different industries, including but not limited to restaurants, biotech, and manufacturing. Lindsay specializes in helping small business grow and stay compliant with respect to bookkeeping, taxes,and state and federal filings. Essentially, Lindsay builds the accounting backbone for your growing business by knowing how to tell the right story of your finances through the accounting methods she has learned over her extensive career.
You may want to ask Lindsay questions related to:
- What should my tax position be in the coming year?
- How can I begin to build my bookkeeping and accounting needs for myself and my business?
- Am I compliant with the new AB5 independent contractor tax laws moving forward? If not, how can I become compliant?
- How do I set up a business entity?
- What entity is right for me?
Learn more about Lindsay or connect with her during her GURU hours, on the third Tuesday monthly from 10:30am - 12:30pm.
Website: wileyfinancialinc.com
Email: lindsay@wileyfinancialinc.com
See more details
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GURU Advisor: Michelle Philo offering SMALL BIZ AND START UP Consultation/Q&A
GURU Advisor: Michelle Philo offering SMALL BIZ AND START UP Consultation/Q&A
August 19, 2020 @ 9:00 am - 11:00 am
Open to Members and Non Members!
Email: michelle@philolaw.com
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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Michelle A. Philo is the principal at Philo Law Firm, P.C., where she provides concierge General Counsel services to small businesses and startups, with a focus on technology businesses. With her broad knowledge, Michelle provides small businesses with the convenience of working with one key lawyer to manage all of their outside counsel and provide immediate assistance with contracts, compliance, employments matters, and protecting intellectual property. She also provides estate planning, trust administration, and probate services to individuals and families. Prior to launching her own firm, Michelle served as General Counsel at Adtile Technologies Inc., a technology company focused on motion engagement and virtual reality for mobile devices. Michelle started her legal career at a mid-size firm doing both business litigation and transactional work and estate planning.Questions you want to ask Michelle:Is a corporation, LLC, or sole proprietorship right for me?What are the key terms I should have in my business contract?What are the steps I should take in hiring or terminating an employee?What terms of use or policies should I have on my website?Website: philolaw.com
Email: michelle@philolaw.com
Organizer: 05HH Irvine GURU Cal
See more details
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Client Retention & CRM GURU Hours with Lucy Kelleher
Client Retention & CRM GURU Hours with Lucy Kelleher
August 19, 2020 @ 9:30 am - 11:00 am
lucy@keepthemloyal.com
Open to Members and Non Members!
Email: lucy@keepthemloyal.com
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
____________________________________________
Lucy Kelleher is the founder of Keep Them Loyal. In her "former" life as a litigation paralegal and elementary school teacher, she quickly learned how important building relationships was to a successful business. When she became a full-time entrepreneur, she realized that her relationships with clients and business partners was even more critical to her success. She no longer saw her contacts daily or even weekly! She had also started networking and needed to connect with potential referral partners and business resources. She began to create systems to ensure that she stayed connected as well as stayed “top of mind” to them.
She assists business owners grow their business by helping them build relationships with their clients and referral partners. We work one-on-one or in small groups to create their own client retention and referral programs by strategizing ways to stay connected.
What is a CRM? There are so many of them out there! How do I decide if I need one and then which one do I choose? Do they all cost money?
I have a stack of business cards from various events I have attended. What do I do with that stack of business cards?
I'm feeling overwhelmed that I am not handling the clients and leads that I have now - I'm hesitating in attending events and meeting new people. If I can't handle what I already have, how can I take on anything new?
What's a follow up process? How do I follow up? I can't meet everyone for coffee or talk to everyone I meet one-on-one. How do I decide who to meet and follow up with?
I network but I'm not getting anything out of it. What should I be doing?
Learn more about Lucy or connect with her during her GURU hours, on the first and third Wednesday monthly from 9:30-11am. These are open hours, but if you would like to lock in your time with Lucy, please use this optional scheduling link: https://calendly.com/lucykelleher/guru20min
Website: http://www.keepthemloyal.com/
Email: lucy@keepthemloyal.com
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Visual Branding & Events GURU Hours
Visual Branding & Events GURU Hours
August 20, 2020 @ 11:00 am - 1:00 pm
Open to Members and Non-Members -
Email Address:
kacie@thesweetkindred.com
lisa@thesweetkindred.com
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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The Sweet Kindred specializes in visual branding through social media and events. Co-Founders Kacie Bluhm and Lisa Callaghan offer over 20 years combined experience in brand and social media strategy, strategic event planning, and relationship development. With a diverse background of clients ranging from small startups, to nonprofits, to multi-billion dollar corporations, The Sweet Kindred helps craft consistent visual messaging across a number of platforms and mediums, showcasing your company's mission and values.
About Lisa: "I specialize in brand strategy, digital marketing, social media strategies and content production. Over the last 8 years I’ve helped companies build brand awareness and develop a loyal audience through visual storytelling and brand consistency. I create the strategy, ideation and development of social media and digital strategies that align with the company’s goals to engage the target audience and expand reach. I help companies stay on brand through the company’s voice and brand positioning, aesthetic across website, social media handles, and marketing collateral to create a consistent unified tone to tell a story and leave a lasting first impression."
About Kacie: "For the last 13 years, I have worked as a strategic event planner, crafting thousands of events to move business' and nonprofits' goals forward. This includes building launch event programming, developing marketing and communication plans, creating multi-year comprehensive strategic community outreach plans, and consulting with nonprofits on annual events to re-engage donors. My events are audience-driven, strategic, and crafted with experience, engagement, and outcome in mind. I help businesses grow by connecting them to their customers in a meaningful, memorable way."
You may want to ask Lisa and Kacie questions related to:
- How can I better use Instagram to engage with my customers?
- Does my Instagram/Facebook/website visually represent my business' goals?
- Does my Instagram/Facebook/website tell the story I want it to? Or is it sending mixed messages?
- How can I shift my visual messaging to attract a specific type of client or customer?
- What sort of events are best for my business?
- How can I market my events?
Learn more about The Sweet Kindred and connect with them during their GURU hours, on the first and third Thursdays monthly from 11am-1pm.
Email to schedule your virtual appointment:
kacie@thesweetkindred.com
lisa@thesweetkindred.com
Website: www.TheSweetKindred.com
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