 About
Bob
Gallo
The
essence of what I do is to teach
my clients how to implement relationship
marketing systems that
create meaningful and profitable
relationships
with their clients.
I've
been a self-employed business person most of my working life. After
mustering out of the Air Force I went to work for an Arthur
Murray dance studio as an instructor / salesperson. I'd like to
say I was an immediate success but that would be a lie. Being young, shy and lacking
any sales skills I was a dismal failure. I was also
very stubborn. I enrolled in Sales Training Institute
(STI). STI was the leader in developing sales professionals. In fact, the Air Force used them
to train their recruiters.
After graduating, I took
a position as a salesman for a national firm that provided bookkeeping
services to small businesses. Within six months I was promoted to
sales manager. Wanting to be the best in my field I
enrolled in a number of business and accounting courses at my local
college. But life has a strange way of guiding our actions. After
learning that I was majoring in business and accounting, the firm
I worked for terminated my employment. It seems they had a policy
of not wanting their sales staff to have any knowledge of accounting
as they felt that they would be training their competition. I
immediately started my own bookkeeping firm.
Within
a few years I added financial planning to my list
of services and quickly found that I didn't enjoy
it. So I allied myself with other financial planners
and referred my clients to them. During this time one
of my clients became disabled and another died in an
auto accident. The tragedy of these events made
me realize that what my clients really needed was to plan their
estates. So, I invested in a professional library that
would rival most law firms, and attended two years of
the same continuing education courses that estate planning
attorneys take. I then began preparing
estate plans and documents for the majority of my clients.
A number of them would show my work to their attorney.
Before I knew it, I was getting requests from attorneys to have me
prepare documents for their clients under their name.
I sold my bookkeeping firm and focused all of my efforts on providing
estate planning services to attorneys.
Within two years I had six employees and was
working with law firms all across the
country. At that point I did an analysis of my business and found that
most of my income was coming from just three clients.
I also found that if I eliminated my staff and worked
directly with these three clients I could work less
than 50 hours a month, from my home, and my profits
would be higher. Downsizing was an easy decision.
After reducing my workload, I used some of my new
found time to write two books on estate planning and
teach workshops for the business development
division of my local community college. I've taught workshops
on bookkeeping for small business, small business marketing, professional
salesmanship,
improving customer relations, time management, financing a small business, customer
loyalty, and yes, even estate planning. I also began searching for a
business
in which I could use the skills I had acquired over the last
30 years. I wanted something that would be both profitable and personally
fulfilling.
I investigated a number of business opportunities but nothing seemed
to be a match. Then I got a phone
call from a friend in Wichita, Kansas. She wanted
me to try a new customer relationship management
system that was perfect for business owners and sales professionals. So I did. I have to tell
you, I was impressed. Having spent years working with business
owners and sale professionals, I immediately saw the potential
of this system. This was what I was looking
for.
The
clients came quickly, but I noticed a problem. It became apparent that most
business
owners and professionals had no systematic approach to building
relationships that produced consistent sales
and referrals. That's why I implemented the
Rolodex Marketing System.
My goal is to help business owners and
professionals build relationships that result in
increased sales and referrals.
I am available for private business coaching
and encourage you to contact me for a
FREE
30-minute consultation by phone. I am also available to speak at your organization. For more information or to schedule your free consultation
contact me at (503) 345-9152 or by email at BobGallo@TreatThemRight.com
If
I can help support you in your efforts to
succeed, please feel free to call me.
To
your success,
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