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.

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