Lookout BNI

Good afternoon everyone.

🎤 Today’s BNI Speakers Spotlight

Ben Robison – Scenic City Handyman
🔗 https://thesceniccityhandyman.com/

Ben shared how Scenic City Handyman helps homeowners take care of the projects that never seem to make it off the to-do list. From door replacements, drywall repair, deck repairs, and bathroom fixes to everyday household maintenance, his team focuses on dependable, professional workmanship. Since there is a travel fee, Ben recommends grouping multiple small projects into one visit to maximize value. He’s a great referral for busy homeowners, landlords, and real estate professionals who need reliable help across a wide service area — including Chattanooga, Collegedale, Dayton, and Dunlap.

Don Oakes – Highlands Mortgage
🔗 https://www.highlandsmortgage.com/mortgage-lenders/chattanooga/

Don shared an eye-opening perspective on wealth building through real estate, noting that the majority of millionaires grow their net worth through property rather than inheritance. At Highlands Mortgage, Don and his team take a personalized approach, exploring every possible lending option to help clients succeed. Whether someone needs a traditional mortgage or a bank statement loan due to self-employment or tax write-offs, Don’s experience and problem-solving mindset make him a strong referral for homebuyers, investors, and entrepreneurs.

Good morning everyone and welcome to 2026. We started the new year off with two great speakers today!

BNI Speaker Recap:

🙌 Jim Graham – Evergreen Consulting 🙌

Jim Graham shared that effective financial planning isn’t about how much money you have — it’s about asking the right questions. When working with clients or referrals, Jim focuses on clarity and preparation.

He asks things like: Are you paying yourself first? Do you have an exit strategy if you own a business with partners? What’s the plan for life insurance and the “what ifs”? How much is truly enough to live the life you want?

Jim emphasized that Social Security alone isn’t a plan and that waiting to start is often the biggest mistake. His message was simple: anything is a good start, and having a clear plan creates confidence.

Ideal referral: Business owners or families who want clarity around long-term financial planning and protection.

🙌 Tony Williams – Mission Funding 🙌

Tony Williams talked about why cash is king and how leverage helps people grow faster. Through Mission Funding, Tony has helped clients move quickly on opportunities that traditional lenders often might not be able to handle.

He shared examples of helping clients access around $50,000 for remodels so they could invest, improve properties, and grow returns without tying up all their own cash. Education comes first, making sure each deal makes sense before funding.

With 164 deals completed in 2025, Mission Funding provides fast access to capital for time-sensitive opportunities.

Ideal referral: Real estate investors or business owners who need quick funding to leverage growth.

Let's keep our eyes and ears open for referrals this week for them.

Wishing you all a safe, healthy, and prosperous new year!