Dashboard Forums High End Client Program Announcements Welcome Bob DeYoe!

9 replies, 9 voices Last updated by n d 6 years, 4 months ago
Viewing 6 reply threads
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    • #11414

      Anonymous
        @

        HECP family, help me welcome @bob-deyoe!

        Bob, comes to us from beautiful, tropical, sunny California and has an amazing offer that helps his clients plan financially for retirement but do so with added tax benefits.

        With Bob’s offer all he needs is to get in front of the right prospects that NEED this type of investment vehicle and with the HEC Program he’s poised to do just that in 2018.

        Get to know Bob & Janice (wife and partner) they are a great team that work together very well.  They have a true heart for service, which is just one of the reasons we’re so excited to invite him in to our program.

        Welcome Bob & congratulations!

      • #11419

        HECProgram Admin
        Keymaster
          @hecpadmin

          Welcome to the program @bob-deyoe!

        • #11462

          HECProgram Admin
          Keymaster
            @hecpadmin

            Congratulations to you @bob-deyoe! Welcome to the HEC family 🙂

          • #11473

            Anonymous
              @

              Welcome @bob-deyoe! Glad to have you in here!

               

            • #11487

              Anonymous
                @

                Congrats and welcome @bob-deyoe!

              • #11619

                Halle Eavelyn
                Moderator
                  @halle@coredm.com

                  Hello Bob! Welcome to the program, it is great to have you here!

                  • #12219

                    Bob DeYoe
                    Participant
                      @bobdeyoe@coastalcapitalmgmt.com

                      Halle

                      How do we get onto the orientation.

                      We did not get the meeting invitation or a site to go to.

                      Please assist. Bob

                    • #12381

                      Halle Eavelyn
                      Moderator
                        @halle@coredm.com

                        @bob-deyoe, did this get resolved? @negeen-dargahi, can you please follow up with this? Thanks!

                      • #12420

                        n d
                        Keymaster
                          @negeen@coredm.com

                          @halle-eavelyn, I believe he was on! @bob-deyoe, can you confirm if you came on the orientation call already? 🙂

                           

                           

                      • #12278

                        HECProgram Admin
                        Keymaster
                          @hecpadmin

                          Congratulations @bob-deyoe!  Welcome to the family!

                           

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