I want a shout out and gave a big Thank You to Alan Frankel from the Leavitt Group-an Insurance Brokerage Firm, for his presentation to the CalCPA Business and Industry group that are CFOs, Controllers, Tax accountants and Financial Advisors. He gave a comprehensive update on the business insurance industry covering how the fires, hurricanes and covid have impacted the industry, and more importantly, what businesses should expect when renewing policies. Everyone attended commented how informative, educational and insightful it was. It came through clearly that Alan brings his business knowledge, his passion to solve problems for his clients as well as being effective in balancing risks and costs. Well Done! .
Accountant , teamCFO
My thanks go out to Tricia Mangabat for her commercial and residential real estate referrals! Thank you Tricia. I appreciate you very much!
CEO , Lending Resources Group, Inc.
I would like to thank Alexis James for bringing me in as a speaker to her TEN group regarding ADA compliance on websites. This exposure allowed me to gain business through her network. Thank you Alexis!
Tech , Agileient
Many thanks to Anita Rodal, MS, of SBPI Services, Inc., a premier International Financial Services company, for introducing me to key executives of a publicly-traded company who are interested in SEO marketing services to reach their target markets. This introduction has the potential of developing into a long-term strategic relationship. Thank you, Anita, for your confidence and wonderful support.
Web Development , Breakthrough SEO Marketing
I'd like to thank Edward Levin with USI Insurance for referring a Non-Emergency Medical Transport client who is having challenges with their coverage and premium. I appreciate the opportunity and confidence you have in me. Thank you Edward!
Commercial Agents , Leavitt Group
Anita Rodal with Associated Foreign Exchange would like to thank the wonderful David Silverman of NFP Commercial Insurance for a referral to a global employer organization that has clients in over 100 countries. Thank you for thinking of me!
International , Associated Foreign Exchange & SBPI Services, Inc.
Julie Widener is a CPA with Allegent Group LLP and she recently referred one of her clients to me for the possibility of applying for a reverse loan. Needless to say, I am thanking her for trusting me with one of her clients and I always appreciate referrals.
Lenders , Option Funding, Inc.
I would like to say thank you to David Silverman with NFP insurance. I needed a referral that I posted on Needs & Deals for a robotics manufacturer. He responded immediately with an excellent introduction that lead to an additional business opportunity. Thank you David!
Consultants , U-Turn Consulting
I would like to thank Ethan Samuels of US Vet Life / US Vet Wealth for thinking of me for one of his Clients. Potential for either/both Business Coaching and Exit Planning. I appreciate the confidence and trust you show in my abilities by recommending me to your Client base. Most appreciated.
Consultants , Performance Strategies - MCG
I would like to thank Danny Cooper of TLD Law, for helping a construction Client in Chatsworth respond to a possible issue with having their bond encumbered by an unhappy Customer. Danny was responsive by calling the Client right away and providing a potential path to resolve the issue. Danny is always there and willing to meet the needs of our Clients.