Welcome
To My Personal Web Site . . .
It is often
said that when you love what you do, you
never work another day in your life. I'm
lucky enough to say that I fall in that
category. I work hard, love what I do, play
full-time and enjoy the magic of living
life on my terms. My daily joy comes from
helping ambitious people become more successful.
I currently
spend my time helping business owners and professionals
use business networking
to generate a steady flow of qualified prospects
and sales.
I am blessed
with a a wonderful son who is currently
living in Phoenix, Arizona and he is the
love of my life.
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 in Boston, Massachusetts
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. Within six month's I became
the top instructor / salesperson at the
studio.
After graduating
from STI, I moved to Phoenix, Arizona and
accepted 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 estate
planning.
I've always
wanted to explore the Pacific Northwest so
I left Arizona and moved to Oregon. I'm
having a fantastic time seeing all of the
wonders this area has to offer. While I
still provide estate planning services to
a limited number of attorneys, my real passion
is helping ambitious people find the success
they want and deserve.
If
I can help support you in your efforts to
succeed, please feel free to call me.
To
your success,
Bob
Gallo
Your
Networking Success Coach
Touch-Point
Marketing Services©
BobGallo@TreatThemRight.com
O:
(971) 253-2090
C: (503) 345-9152
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