1:1 with Don
I wanted to take the time and start doing 1:2:1's more often than in the past. So no way better than to start with Don on 1/4/2023! Learned so much more about him and how I could help his business more so 😊
New lead for Steve breen
Sabrina Smith for Home Equity
New Lead for Mark Dari
Just gave my clients, Christina and Chris McGuckin, your contact info. They are looking in Carmel.
New lead for Mike G
Happy New Year! A friend of mine, Ed, needs an Accountant. He will actually be my Guest at tomorrows RBE meeting, so I will introduce you, but I tagged you and the biz on facebook in the meantime :)
New Lead from Mike Guarnieri
Couple reached out for estate planning with special needs child.
Thank YOU!
Jenn got me in front of 90 real estate agents to do a tax presentation. Unbelievable feedback. Thank you Jenn....the Power of Networking!
Thank you from Joe for Frank
Thank you, Frank, for ordering and installing a new battery for my driving school car!
Referral for Barry from Joe
Recommended Barry's services to my mother. Barry, please let me know if you don't hear from her and I will give you her contact info.
John Pelliccio
John Pelliccio Lawn Doctor Landscape Maintenance. 845-659-1043 Lawndoctor.com
New lead for Frank Z
One of my closest friends was rear-ended in PA. It is a 2021 Kia Sorrento.. I told her last night that I would reach out to you and see when you can take a look at it. Her number is (845) 821-0680. I believe you work with Geico and that is who her Insurance is [...]