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.

Posted by: JoeDeBonis | November 19, 2020

Meeting Summary — 11/19/2020

Pat Mills gave a presentation this morning about the causes of computer slowdowns. Tom O’Toole and Ron Granberg visited this morning. Carla is collecting Toys for Tots in her office.

Milt thanked Joe for working on his computer. Anthony thanked Pat for working on his computer. Nicole said that Ivan and Carla sent referrals; she met with Pat, Ivan, and Carla via Zoom. Joe had lunch with Pat and mentioned how they work well together; he also said that he owes Tom a phone call, and that it was nice to see Ron on the call. Brian, that Ivan gave him three referrals recently, and that he had a one-to-one with Nicole . Sailesh met with Gabrielle, Ken, and Milt. Ivan sent photos to Rich for a client.

Posted by: JoeDeBonis | November 5, 2020

Meeting Summary — 11/5/2020

Gabrielle Strich presented at this morning’s meeting. Al thanked Ken for referral. Harvey thanked Sam had a one-to-one with Milt. Ivan met with Pat twice since the last meeting; he also met with Carla. Pat and Joe got together two times since the last meeting. Alba has a one-to-one with Milt. Jennifer thanked Andrew Cerame says, “Hi”. Gabrielle announced that she has a new grandson.

Posted by: JoeDeBonis | October 15, 2020

Meeting Summary — 10/15/20

Al Woller gave the presentation today about mutual funds, capital gains, and holding investments in taxable and deferred-tax accounts. Pat said he had two one-on-ones with Joe; he also said that he was meeting with Ivan after the meeting.

Posted by: JoeDeBonis | October 1, 2020

Meeting Summary — 10/1/20

Ivan gave the presentation at this morning’s Zoom meeting. Carla gave Ivan’s name to friend. Harvey has a SCORE mentee looking for studio space. Harvey said John was helpful with information for the Elks. Joe and Ken got together for lunch. Carla met with Ivan, Nicole, and Pat. Alba met with Milt. Ivan reminded us to initiate one-to-ones to educate people on how to be a referral source.

Older Posts »