Posted by: JoeDeBonis | April 15, 2021

Meeting Summary — 4/15/2021

Anthony gave today’s presentation. Sailesh gave the education segment on social media marketing. Visiting today was Hakeem Ibrahim (a mobile notary) and Harold Lee (of AT&T Business Solutions). Sailesh thanked Al thanked Gabrielle for sharing a lead with him and his partner; he also thanked Ken for a referral — that person just hired Al as his financial advisor. Brian sent a referral to Gabrielle. Ken said that he had met Hakeem at his office and they had a one-to-one. Ivan thanked Ken for referring his neighbor.

Posted by: JoeDeBonis | April 1, 2021

Meeting Summary — 4/1/2021

Milt Paris gave the presentation at today’s meeting. Anthony did the education on using OPRA to get targeted lists. Milt thanked Joe having someone go to his house and look at his computer, also for assistance with a fax modem. Jennifer thanked Milt and Ivan for helping her find someone to reskin her awning. Ivan thanked Pat for assisting with Kyocera print issues, and he thanked Ken for sending him a neighbor with a property in New Brunswick.

Posted by: JoeDeBonis | March 18, 2021

Meeting Summary — 3/18/2021

Andrey Belinksky gave this morning’s presentation, and he showed a bunch of photos of his work. Ivan had referrals for Ken and Andrey. Anthony thanked Brian thanked Milt for his non-profit fundraising; he has someone to refer to Andrey. Gabrielle thanked Milt for the radio time for her to talk about Kiwanis. Joe thanked Pat for assisting with one of his clients.

Posted by: JoeDeBonis | March 4, 2021

Meeting Summary — 3/4/2021

Al Woller gave a presentation on his approach to Wealth Management. Brian gave the education on cryptocurrencies. Visiting today was Sagar Bhalla (from Jewelery Design Lab). Gabrielle is going to be on Milt’s radio show on Monday talking about Kiwanis.

Sam met with Ray. Al said that Ken gave him a referral. He also said that he had a long conversation with Jay. Gabrielle said she’s been working with Al, and that he gave her two referrals. Joehad lunch with Ken; he thanked Milt for connecting him with someone.

Posted by: JoeDeBonis | February 18, 2021

Meeting Summary — 2/18/2021

Carla Scaturro gave a presentation about issues with service lines and how to avoid big expenses when they occur. Ivan provided education on giving a presentation. We had a bunch of visitors today: Scott Harrell (from Bigger Fish Marketing), Jay Sincoff (a CPA), Gerry Harris (from B&L Printing Company), and Lula Crawford (owner of Elegant Window Decor by Lula).

Ivan said that he used Carla had one-to-ones with Ivan and Nicole; she also received a referral from Ivan. Jennifer thanked Harvey. Joe and Pat got together.

Posted by: JoeDeBonis | February 4, 2021

Meeting Summary — 2/4/2021

Nicole Drasin gave a presentation on the benefits of starting to invest early. Visiting today was Grace Fischer (a student at Penn State Berks). Gabrielle had a 1-hour chat with Al. Sam thanked Milt for introducing him to a CPA. Carla had one-to-ones with Ivan and Nicole. Harvey had a one-to-one with Ken while exchanging BOB paperwork. Al thanked Gabrielle for sharing a referal. Jennifer thanked Harvey for a client. Nicole said that Pat gave her PC a physical over Zoom. Joe met with Pat and John.

Posted by: JoeDeBonis | January 21, 2021

Meeting Summary — 1/21/2021

At today’s meeting, Sailesh Mehta gave a presentation on life insurance. Visiting today was Tom O’Toole. Ivan opened the meeting by talking about the reason that we show up at BOB.

Joe had a one-to-one with Pat and thanked Milt. Sam thanked Milt for referring a CPA to him. Gabrielle thanked Ken for getting her to closing so she could get solar on her roof. Ivan thanked Tom for getting an insurance policy for a contact; he also thanked Anthony for refinancing a client. Anthony thanked Ivan for his help with a transaction.

Posted by: JoeDeBonis | January 7, 2021

Meeting Summary — 1/7/2021

Brian Nolan presented at this morning’s meeting. Visiting today was Eugene Teslya, Max Teslya, and Tom O’Toole. Milt said that he got Joe on the vendor list at Regency; Joe thanked him. Pat met with Joe and Ivan. Harvey thanked Ivan. Ivan referred a loan to Tony and health insurance to Tom. Anthony gave a testimonial to Ivan.

Posted by: JoeDeBonis | December 18, 2020

Meeting Summary — 12/17/2020

Jennifer Meyer Mahoney presented at this meeting.

Posted by: JoeDeBonis | December 3, 2020

Meeting Summary — 12/3/2020

Anthony Pugliese presented at this morning’s Zoom meeting. Harvey thanked Rich for the work done. Sailesh thanked Rich and said that he had a one-to-one with Al. Al said that he got together with Carla.

Older Posts »