I visited a PRE (Professional Referral Exchange) networking meeting at lunch time at the Beavercreek Country Club on New Germany Treibine Rd.
What a great group of business people. Right now the group is small, but each member is clearly committed to sending people to the other members of the group on a regular basis. PRE limits each category of business to one. Based on the quality of the individuals in this core group I can see that this would be a great group for the right business categories.
Here are the folks that I met:
Brian Roberts (attorney at law) chaired the meeting
Mick Lundy (State Farm Insurance) certainly made me feel comfortable and welcome. After I shared that I would love to meet a driveway paver company because I have an ad in this category of business that is doing very well in some zones in Cincinnati, Mike mentioned that he would be golfing with a fellow that owns a paving company and he would definitely discuss my program with him at that time.
Brad Cleeton (Financial Advisor – First Command) gave a presentation about his business and mentioned various referrals which had been given to him by other group members and many that he had given to other group members.
George Humerick Jr. (Parther,Igel Tax Services, LLC) shared about a referral from Brad of someone who had a tax issue where the IRS said they owed $17,000. After the meeting and working out everything the final tax bill came down to about $500. That was one VERY happy client who will never do his own taxes again.
These guys are all top professionals in what they do and I would have no problem recommending them. I will be keeping their card for reference.
The area director for PRE was there and another visitor and I were there as well. Lunch was graciously provided to the visitors and it was a great lunch. I had a grilled chicken sandwich with fruit as the side.
Russ Bailey (Send out Cards) was the other guest and was also clearly impressed with the professional and welcoming attitude of the members. Just got off the phone with Russ. I’ll be meeting with him some time soon.

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