OUR LATEST INSIGHTS

Up to date, high-level business information that is relevant to our clients and contacts, helping keep up to date on the ver-changing business world of today.

[email protected] / August 17, 2026

Featured Client Vancouver Wills & Trusts

Located in Vancouver, Washington, Vancouver Wills & Trusts is a professional estate planning firm dedicated to helping individuals and families protect their assets and plan for the future with confidence. Its services include wills, trusts, estate planning, power of attorney documents, healthcare directives, probate assistance, and customized legacy planning solutions tailored to each client’s unique needs.

[email protected] / August 17, 2026

Featured Contact Brent Stromwall At EOS

Located in Canton, Georgia, Brent Stromwall is a dedicated EOS Implementer focused on helping business owners and leadership teams strengthen communication, improve accountability, and build healthier organizations. Through practical guidance, leadership development, and proven business strategies, he helps companies gain clarity, stay aligned, and achieve long-term growth.

[email protected] / August 17, 2026

Featured Contact Techxperience

Located in St. Joseph, Michigan, Techxperience provides custom technology solutions and IT support for homes and businesses. It services include network setup, smart home technology, security systems, telecom support, troubleshooting, system maintenance, and customized technology solutions tailored to each client’s needs.

[email protected] / August 17, 2026

Featured Client Teknik Salon

Teknik Salon is a hair and beauty salon located in Kitchener, Ontario, that opened in 1989. It services include haircutting and styling, balayage, curly cuts, hair extensions, keratin smoothing treatments, perms, relaxers, and colour services through a team-based approach focused on personalized client care.

[email protected] / August 17, 2026

Featured Client AGMET

 

AGMET is a resource recovery and metal recycling company that specializes in the reclamation and recycling of metal-bearing industrial by-products. It offers services such as metal recovery programs, industrial by-product recycling, logistics support, material evaluation, compliance documentation assistance, and recycling solutions for materials including sludges, filter cakes, spent catalysts, residues, and battery recycling streams.

/ August 17, 2026

Turning Everyday Conversations into Business Opportunities

It is a common misconception that business connections are only made through polished elevator pitches or planned presentations to a room full of prospects. In reality, the best business connections can often be made through everyday interactions; the neighbor you walk by every morning, the regular at the coffee shop you frequent, or the supplier you see every other week at the office.

In this issue of the Pulse, we discuss how true connection begins with conversation.

Networking events and formal, scheduled business meetings, while effective, are not exclusive paths to forging prosperous business relationships. Many opportunities come from being an active and engaging listener and having an open and curious mindset.

I recently ran into an old friend. We got to catching up on each others lives and she mentioned some issues she’d been running into lately with the restaurant she owns. The onset of rising ingredient costs had made it impossible for her to keep costs under control without making difficult decisions around menu prices and portion sizes. It wasn’t a sales conversation, and I certainly wasn’t looking for one. It was simply two friends talking. Yet by the end of our conversation, I realized it was a perfect example of how everyday discussions can uncover opportunities.

Reflect on your day-to-day; what interactions do you often have? Next time one arises, approach it with these tips at the forefront of your mind:

  • Be genuinely curious
    • ‘What changes have surprised you most over the last few years?’
  • Listen for challenges rather than waiting for an opportunity to sell
    • ‘What area of the business is causing the most headaches right now?’
  • Ask follow-up questions
    • ‘What have you tried so far to address the problem?’
  • Focus first on how you may be able to help
    • ‘Is there anything you’ve been wanting to look into but haven’t had the time?’
  • Stay engaged
    • “Has anything improved since you first started dealing with those challenges?’

When my friend explained the impact rising ingredient costs were having on her restaurant, I could have immediately started offering suggestions. Instead, asking a few simple questions: “What has been the biggest challenge?” and “Are there any other expenses putting pressure on the business?” would lead to a better understanding of her situation and would lead to a much more meaningful conversation.

These tips still apply in the traditional sense too; be curious, attentive and helpful when speaking to a potential prospect, during a scheduled pitch meeting or when discussing referral opportunities.

But remember that, often, the most valuable business conversations don’t feel like business conversation at all. Your next casual run-in may just lead to discovering opportunity where you least expected it!

[email protected] / August 14, 2026

Featured Contact The Little Theatre of Winston-Salem

Located in Winston-Salem, North Carolina, The Little Theatre of Winston-Salem is a community-based performing arts organization that produces a variety of live theatrical performances throughout the year. It offers include stage productions, youth and adult theatre education programs, acting classes, workshops, and seasonal theatre camps. It also offers opportunities for community members to participate through auditions, volunteer roles, and technical theatre involvement.

[email protected] / August 14, 2026

Recommendation For Byline Bank

To whom it may concern,

I am pleased to write this letter of recommendation for Byline Bank. It has built a strong reputation as a trusted community and commercial banking institution dedicated to helping individuals, small businesses, and growing companies achieve long-term financial success. Byline Bank continues to distinguish itself through personalized service, modern banking solutions, and strong community involvement.

Byline Bank offers a wide range of financial services, including personal banking, commercial lending, business banking, wealth management, treasury management, and digital banking solutions. It works closely with clients to provide customized financial strategies, helping businesses manage growth, improve cash flow, and achieve long-term stability.

What sets Byline Bank apart is its relationship-focused approach and commitment to serving local communities. Its team of professionals emphasize responsiveness, accessibility, and personalized guidance while continuing to invest in modern digital banking technology that improves convenience and security for customers. Their combination of community banking values and commercial banking expertise has earned the trust of both individuals and businesses across multiple industries.

I highly recommend Byline Bank for its professionalism, financial expertise, and dedication to helping customers build stronger financial futures through dependable banking services and long-term partnerships.

Sincerely,

Jeff Bobroff
Strategic-Partner
Schooley Mitchell

Download the PDF
Visit the website

[email protected] / August 14, 2026

Recommendation For J.M. Hartmann & Company

To whom it may concern,

I am pleased to write this letter of recommendation for J.M. Hartmann & Company. Based in Libertyville, Illinois, J.M. Hartmann & Company has built a strong reputation for providing dependable accounting, tax, and financial consulting services to individuals, families, and businesses.

J.M. Hartmann & Company offers a wide range of services, including tax planning and preparation, accounting services, mergers and acquisitions support, financial due diligence, business development consulting, and family financial advising. Its experience across business finance, multi-state taxation, and financial planning allows it to provide practical and reliable solutions tailored to each client’s unique needs.

What sets J.M. Hartmann & Company apart is its team of experts who are client-focused and committed to building long-term relationships based on trust, professionalism, and personalized service. It emphasizes responsive communication, attention to detail, and strategic financial guidance designed to help clients make informed decisions with confidence. Its team works closely with clients to develop customized strategies that improve organization, support long-term growth, and simplify complex financial matters.

I highly recommend J.M. Hartmann & Company for its professionalism, financial expertise, and dedication to helping clients achieve greater financial stability, growth, and long-term success.

Sincerely,

Jeff Bobroff
Strategic-Partner
Schooley Mitchell

Download the PDF
Visit the website