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
New lead for Nanette
Referred Lauren and Matt Tibbetts for tax assessment review
Nara Herbowy
Gave Danielle and Mike Powell for estate planning