Bob Gallo

         Your Networking Success Coach - Networking Strategies That Get Results!

 
  


 

 

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

 

 

 

 © 2009 - Bob Gallo