New referral for Jen
Gave your name to a friend of mine. Her name is Alison. Hopefully she connects with you.
New Client – Thank you
Spoke to Angela today and we are doing her tax work. Thank you as always. JEN IS AMAZING
Thanks to Ken Jay for a lead
Zambettis looks like they’re signing on
New Lead for Nara Herbowy
Jimmy and Stephanie Deluca - from Congers, NY Looking for Estate Planning: Will, Trust (if needed), POA and Health Proxy. These are very close friends of mine. I have a meeting with them Thursday and will most likely be doing an intro email with you and them ;)
Thank you Barry for referring Jared
Barry, thank you for referring Jared to me for his son Ethan's driving lessons.
New Lead for Nara Herbowy
Gave Lauren Chamides your contact information for estate planning
1:1 with Jen
1:1 with Jen
Thanks to Vivian for business cards
Thanks for the cards!
New Lead for Nara
Referred Jarret and Shauna Wold for estate planning
New lead for Mike Guarnieri
Referred John Gnisci for referral partner