Lead from Jackie “where’s the party” Allalouf
Jackie’s been giving me great leads. More now that I’ve left the group than she gave previously. 😜
1-2-1 Ellen D and Jay C
Fri 9/4 1-2-1
I-2-1 with Joe Parker
Joe is someone I can always bounce ideas off. We try to meet at least once a month to strategize.
Had Quinn Strohmeyer as a guest
Had a 1-2-1 with Quinn, and he joined.
1-2-1 with Joe Hilboki
Get to know and understand how we can help each other.
Shout out to Joe D’rso
Thanks Joe for your speedy attention to the POA. It took a load off of our heads and gave us peace of mind. You are the best! Additionally, it was nice to meet your mom.
Referral for Mike Verschneider
A client of mine was looking for some financial advise to see if it makes sense for her to start doing Roth conversions
Referral for Miri
A client of mine was looking to work with a financial advisor to see if it makes sense for her to start doing Roth conversions
Closed business for Mark
Thank you Mark for allowing us to clean your air ducts.
Thank you for closed business Vivian
Thank you, Vivian, for allowing us to clean your air vents