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Veterans Business Community
314 members • Free
CBNA
309 members • $9/month
5 contributions to Veterans Business Community
20d •
Are you working Presidents Day or taking it off?
If you are working, what 3 goals do you have for your business this week?
1 like • 17d
I have been working today. My main goal was to book two new prospective clients a day. I have managed to book 3. My next two goals are to 1. Begin writing an SOP to organize my practice 2. Obtain 15 new people to reach out to for next week from networking events.
1 like • 17d
@David Jones I have a CRM to track who I call through work. My main source of reaching out at the beginning of this year is to try and reconnect with people I called on last year that didn't meet. I am also calling referrals given to me from clients. I definitely want to learn how to leverage LinkedIn more effectively.
17d •
Memorial Day Event
Hello Everyone, I want to organize a Veterans event for Memorial Day. My vision is to bring in different representatives from the VA and Veteran Charities to put veterans that attend in touch with the resources they may need. I also want to have veteran owned businesses in attendance as a way for them to get their name out to the community. I've identified the location but would appreciate any guidance or connections that you all have in the CT MA area as the location will be on the boarder of these two states.
Feb 2 •
A Plan Changes Everything
A business plan isn’t just for funding it’s a clarity tool that helps define your idea, audience, and finances, and prevents costly mistakes early on, so what part of building a business do you find most confusing right now?
1 like • 29d
@David Jones along with a business plan, this year I also took the time to set up goals I wanted to hit. I looked at my metrics from last year and created an annual goal. I took this and broke it down to a monthly and weekly metric to strive to hit. I am currently working on a short-term vision statement of how I will improve my business these next 6 months and how I will take quantifiable steps to achieve it.
Jan 29 •
Introduction
Hello everyone, I am new to the group and want to introduce myself and meet some of you. I would love to set up and one to one with anyone interested to learn more about you and your journey as an entrepreneur, as well as tell you about myself and the work that I do. IDK if it is best for you to reply to this or email me directly. I leave my email if you'd prefer that: aidan.marino@nm.com
1 like • Jan 29
Absolutely! I am a financial advisor with Northwestern Mutual. I focus my practice on 3 main areas: Protection, Optimization, and Growth. I sit with clients to determine their personal, professional and financial goals. I do this both with individuals as well as businesses. In this first meeting I try to get a sense of what it is they are trying to achieve, what steps they have taken and what they are currently working with in terms of income, assets and liabilities. I evaluate risk needs. This is the insurance side of things as @David Jones has mentioned in a previous feed. I look at evaluating their investments, whether it is a retirement or an investment account to determine if it is being allocated efficiently for them. I also advise them on what steps to take to grow their assets to the desired goals they have. As a veteran I try my best to give other veterans the financial information that we never received when leaving the military. Things like rolling over your TSP into an IRA and continuing to contribute or how to change the allocation inside those accounts to be more efficient.
Apr '25 •
New Members Start Here:
Post here and tell us about yourself and your business. It is okay if you are just in the idea stage. We have people on the platform who can mentor you. Ex: Hi, I'm __________, my business/idea is/does __________________. My outside interests are ___________. Here is mine: "Hi, my name is David, I'm retired Army. I've launched 8 businesses over the last 21 years in hospitality, logistics, residential/commercial real estate, and business consulting. I've got 4 kids and love anything outdoors like hiking or riding my dirt bike. My favorite sports are hockey and football. If you know anybody wanting to sell a self-storage facility, I'd love to speak to them." How-to Videos about this group platform: (Part 1) Watch an intro video here to learn more about the platform and how to navigate the Community Chat and Classrooms. https://www.loom.com/share/4957d0310f47456887688e986181eb28?sid=86b33f7c-8e65-421e-8344-2ce2cf5004be (Part 2) Continued learning about how to message people, search for content/people, leveling up, and how to use the map. https://www.loom.com/share/901cc344870f43bfa847d525813c877a?sid=16eb8553-b174-4796-9491-2c8b965dfcaa (Part 3) https://youtu.be/jFhwhsJ4l0o Learn more about the VBOC (Veterans Business Outreach Center) and how we help veteran entrepreneurs start and grow their companies. Veterans Business Outreach Centers: Public Service Announcement
2 likes • Jan 7
Hello everyone, my name is Aidan Marino. I was an intelligence specialist in the Navy for 6 years. I am now Working in financial advising. I have started my own practice with Northwestern Mutual, I work in personal and business financial planning. I am currently on the journey to become a CFP or Certified Financial Planner. One of the things I hope to do in my practice is help active duty service members and veterans achieve financial security and well being. In the Navy I was a fitness leader, I have always been passionate about physical, mental and spiritual health. However, I realized something was missing. To me the missing piece is financial health. I am also newly married and hoping to start a family this year. I am here to network with great people and be an asset to as many people as I can.
1 like • Jan 8
@David Jones I am sorry to hear that, I didn't know that NY Life operated like that towards veterans. Northwestern is very much the opposite. As an example, if you have VGLI through the VA they will permit you to convert that to permanent life insurance without having to go through a medical. Which can be a huge benefit to those veterans who would otherwise be disqualified from getting it to due to one medical issue or the other. If anyone wishes to know more please feel free to reach out.
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@aidan-marino-9991
My name is Aidan Marino. I am a Financial Representative with Northwestern Mutual.
Active 7d ago
Joined Jan 7, 2026
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