Lead for Jennifer Schnalzer
One of my clients is looking to open a SEP IRA.
Completed Business
Built and installed new PC for Barbara Hess
Thank you Ellie
Thank you for referring Katherine O'Neil!
1-2-1 with Marissa
Had a very informative discussion with Marissa about School Bus Violations. Thank you Marissa!
New lead for Bob Salmon
Sent Trevor Rubino to Bob for health insurance
Closed business
Closed Dean Domenici
Thank you for Erica
TY for Dean Domenici lead
New lead for Greg Tkacz
Gary Javier for banner etc
New lead for Joe from Frank
Referred Josue Linares for driving lessons.
1-2-1 Greg T
1-2-1 in the store