Posted by: JoeDeBonis | June 17, 2021

Meeting Summary — 6/17/2021

This was the first in-person meeting in over a year.

Posted by: JoeDeBonis | June 3, 2021

Meeting Summary — 6/3/2021

Ivan pinch hit and gave the education today. Visiting today was Nick Mellis (of Something To Say Media Productions).

Milt referred Jay to client. Anthony said that Jay is HUD certified. Ken said that Rich is fair in pricing; Ken also had a one-to-one with Al. Al referred a neighbor to Rich for for HVAC.

Posted by: JoeDeBonis | May 20, 2021

Meeting Summary — 5/20/2021

We had another Zoom meeting this morning. Ken had a one-to-one with Sam, and he has to have Rich look at something. Ken also said that Hakeem Ibrahim did a closing with him. Harvey is looking for a painter. Joe gave Jennifer’s card to one of his clients. Joe thank Milt for a referral to a restaurant.

Posted by: JoeDeBonis | May 6, 2021

Meeting Summary — 5/6/2021

Gabrielle Strich presented at today’s meeting, which was conducted over Zoom. Ken Guidice provided the education segment.

Milt said that Sam Tolley made a great introduction. Andrey asked John about SBA loans. Joe had a one-to-one with Pat, and Pat helped him when he was out of town. Jennifer met with Pat. Sailesh said that Rich has been helping him out. Ivan sent someone to Andrey. Ivan also said that Farmers Insurance is great. He also referred Rich to the owners of a 6-family unit.

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.

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