Today
Monday, September 14 · what needs action before anything else
Alerts (6)
Replies to answer(82)
Master inboxPositive replies, questions, and referrals from the last 7 days · 274 unresolved in the queue all-time
Janne Aartolahti
QuestionAnswerSure sounds good
Ekko Media · 13h ago
Christopher Short
needs_humanAnswerSure, we'd love to see your catalog. Is it different than the website? I'm attaching Ashleigh Havrilesko, the interiors contact for HAUS.
Sagebrook Home · 2d ago
Teresa McCandless
needs_humanAnswerAre you going to send me the 3 person trial proposal? If you have any questions, I am happy to help, Teresa McCandless, FPQP The West McCandless Group, PLLC Direct 817-592-3550 or Text Fax 817-592-0200 www.westmccandless
Slate · 2d ago
Mark Troyer
QuestionAnsweryes
Slate · 2d ago
Randi Conniffe
QuestionAnswerYes please Randi Conniffe, Licensed Certified Agent Affordable Healthcare of South Carolina, Inc. 9 Mallet Hill Road, Suite B Columbia, SC 29223 direct: 803-233-1429 fax: 803-994-9898 randi@affordablehealthcaresc.com We
Slate · 3d ago
Dave Nolan
QuestionAnswerYes
Slate · 4d ago
Guy Baker
InterestedAnswerMonday 3PM PDt is fine.
Slate · 4d ago
Guy Baker
QuestionAnswerYes
Slate · 4d ago
Lidia Rodriguez
InterestedAnswerYes, I would be interested.
Slate · 4d ago
Herman Baptiste
QuestionAnswerYes I would like to learn more. Sincerely, Baptiste Financial Group LLC Herman A. Baptiste, MBA (O): 843-584-8003 (C): 913-957-1793 (E): Herman@BaptisteFinancialGroupllc.com (W): https://insurewithherman.com Schedule A Z
Slate · 4d ago
Mark LaFlamme
InterestedAnswerYES Mark LaFlamme, APMA OSAIC Wealth Creative Financial Network Vice President, Financial Advisor 2685 Temple St Sarasota, FL 34239-2631 Office (941) 279-4012 Cell 386-216-3113 Text 941-216-7095 Mark.LaFlamme@CFNSFL.com
Slate · 4d ago
Bell Brokerage
QuestionAnswerHi Priya, Yes, please send the details over. I'd be interested in learning more about how this works. Best regards, Leor Belleli
Slate · 4d ago
Randal Pierson
needs_humanAnswerYes Sent from my iPhone
Slate · 4d ago
Brian Tollin
QuestionAnswerSend me some information. Thanks Brian Tollin LI Wealth Management Tel 772-241-5990 / Cell 631-974-5373 Brian@liwealthmanagement.com Securities offered though Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separat
Slate · 4d ago
James Phillips
QuestionAnswerSend details. Jim From: Oleg Pevzner <oleg@goslategtmcore.com> Sent: Thursday, September 10, 2026 8:19 AM To: jim@answermanjim.com <jim@answermanjim.com> Subject: retirement prospects Hi James, We arrange meetings with p
Slate · 4d ago
Tima Bell
QuestionAnswerYes please TIMA BELL Principal/Founder BELLDESIGNGROUP.COM LOS ANGELES / MADRID / ARGENTINA T 310.573.4300 x 101 The information contained in this email message and any attachments are legally privileged and confidential
Sagebrook Home · 4d ago
Desirae Linn
QuestionAnswerHi Justin, I'd love to know more. Thanks for the info! Desirae Linn Interior Designer 5901 Peachtree Dunwoody Road Building C, Suite 250 Atlanta, Georgia, 30328 678.506.8830 main 678.218.2160 cell www.DynamikInteriors.co
Sagebrook Home · 4d ago
Clementina Vinals
QuestionAnswerYes can I see the collection ____________ Clementina Vinals co-founder clementina@astvdio.com www.astvdio.com 310.883.5626 ____________ The above e-mail is for the intended recipient only, and may contain information tha
Sagebrook Home · 4d ago
Dan Hodges
needs_humanAnswerTuesday at 3pm CT works best for me. Is you website slate-gtm.com so my team can prepare for the meeting and see all the services you offer. Dan From: Oleg Pevzner <oleg@tryslategtm.com> Sent: Wednesday, September 9, 202
Slate · 4d ago
Mark Thomas
needs_humanAnswerHi Oleg, Thanks. This sounds like it may be a good fit. Before we schedule, I just want to clarify one point. When you say packages start at five appointments, is there any upfront payment, deposit, or requirement to pre
Slate · 4d ago
Shane Green
QuestionAnswerGood morning Hiren, Where is your facility located? Best regards, Shane Green Purchasing Manager Heartland Automotive, LLC 300 S Warren Drive, Greencastle, IN 46135 Desk: (765) 653-4263 ext 183 Cell: (317) 457-3388 Satur
Central Plastics · 4d ago
Sherry Martin
QuestionAnswerCertainly. Thank you.
Slate · 4d ago
Denzel Endicott
QuestionAnswerSend me more Denzel Endicott Regional Manager The Bedrock Group Website From: Noah Ellis <noah.ellis@graniteframework.com> Sent: Thursday, September 10, 2026 9:21 AM To: denzel@bedrockfg.com <denzel@bedrockfg.com> Subjec
Slate · 4d ago
William Mccarthy
InterestedAnswerFriday at 10:30 From: Oleg Pevzner <oleg.pevzner@discoverslategtm.com> Sent: Wednesday, September 9, 2026 6:47 PM To: Bill McCarthy <bill@mccarthyandassociates.com> Subject: RE: annuity meetings CAUTION: This email origi
Slate · 4d ago
Trent Swift
QuestionAnswerOleg, Feel free to send the details. Thanks, Trent From: Oleg Pevzner <oleg@slategtmscope.com> Sent: Thursday, September 10, 2026 6:12 AM To: trent@buffaloruntaxandfinancial.com <trent@buffaloruntaxandfinancial.com> Subj
Slate · 4d ago
Edward Carfang
InterestedAnswerCaleb I can't make the call today We will have to reschedule for sometime next week Edward T. Carfang, Jr Berer Financial Management 4044 Monroeville Blvd. Monroeville, Pa 15146 (o) 412-373-7667 (c) 724-433-3290 Ed@Berer
Slate · 4d ago
Richard Spaller
QuestionAnswerHi Oleg, I'm interested in hearing more about how your process works. Please send over some additional details when you have a moment. Best, Rich
Slate · 4d ago
Ronak Shah
InterestedAnswerSure Ronak Shah Head of Growth
Rellify · 4d ago
James Meyer
InterestedAnswerHey Jim - looking forward to speaking tomorrow.
Slate · 4d ago
Jasper Childs
QuestionAnswerHappy to take a look! Thanks Joshua. Jasper Childs Director of Marketing & Comms jasper@redact.dev redact.dev
Ekko Media · 5d ago
Martin Wachtel
QuestionAnswerHello Oleg, Sure. Send it to me. Thanks, Martin Regards, Martin Wachtel Retirement Solutions Consultant & ISO Partner Lic#18734462 469-815-2390 mwachtel@trsconsultation.com Book a Consultation
Slate · 5d ago
Frank Raccioppi III
InterestedAnsweri see it in there, i did not open yet, i'll be home soon, can we do 1130am friday instead of tomorrow? May your day be Blessed in Jesus Name! Frank Raccioppi III 904.826.9679 www.Raccioppi.org So in all things, do to oth
Slate · 5d ago
John Janesak
QuestionAnswerYes, I would. John Janesak Covenant Financial LLC Indpendent Advisor 989-529-1338 Visit me at: www.covenantfinance.com
Slate · 5d ago
Frank Raccioppi III
InterestedAnswerFriday 11 is cool, thanks May your day be Blessed in Jesus Name! Frank Raccioppi III 904.826.9679 www.Raccioppi.org So in all things, do to others what you would want them to do to you— for this is The Torah and the Prop
Slate · 5d ago
Frank Raccioppi III
needs_humanAnswerYes, cool thanks. May your day be Blessed in Jesus Name! Frank Raccioppi III 904.826.9679 www.Raccioppi.org So in all things, do to others what you would want them to do to you— for this is The Torah and the Prophets. (M
Slate · 5d ago
jay ltcpreferred.com
QuestionAnswerDetails? Sent from my iPhone
Slate · 5d ago
Tavarez, Robert
InterestedAnswerYes Robert A. Tavarez, CLTC Registered Representative CA Insurance License # 4195584 LFN, LLC CA Insurance License # 6000906 Lighthouse Financial Network, LLC 575 Broadhollow Road Melville NY 11747 Tel: 631 465 9090 Ext
Slate · 5d ago
Juan Zapata
InterestedAnswerHello Oleg, Let's chat about it.
Slate · 5d ago
Steve Jagusch
QuestionAnswerYes, send more info. What is the cost. Steve From: Oleg Pevzner [mailto:oleg@slateoutreach.com] Sent: Wednesday, September 09, 2026 8:17 AM To: Steve Jagusch <sjagusch@sigmarep.com> Subject: retirement prospects Hi Steve
Slate · 5d ago
Kent Creer-Williams
QuestionAnswerPlease provide more information in regards to your company? From: Oleg Pevzner <oleg-op@slategtmdev.com> Date: Wednesday, September 9, 2026 at 2:34 PM To: Kent Creer-Williams <kent.creerwilliams@ekwservices.com> Subject:
Slate · 5d ago
Michael Hirsch
InterestedAnswerSure MPH MICHAEL P. HIRSCH Michael@hirschgroupsolutions.com Hirschgroupsolutions.com 770-856-8217
Slate · 5d ago
Jim Meyer
InterestedAnswerSure. Next week Wednesday after 11 am works. Jim Meyer The Meyer Group 1325 S. Arlington Heights RD #201 Elk Grove Village IL 60007 P 847 956 1626 F 847 956 1647 https://calendly.com/jimmeyer-themeyergrp/new-meeting-43 h
Slate · 5d ago
Charmagne Preston
QuestionAnswerHi Oleg, I would like to learn more about this. Please send over more details. Best regards, Dr. Charmagne Preston CP FINANCIAL CONSULTING COMPANY Schedule an Appointment Find us on Facebook Office Cell: 706-525-5787 Lic
Slate · 5d ago
Dan Hodges
Soft positiveAnswerYes there were a few, and a few we have solicited before. Dan From: Oleg Pevzner <oleg@tryslategtm.com> Sent: Tuesday, September 8, 2026 5:55 PM To: dw.hodges@stlouisgear.com Subject: RE: shop work Dan, Did any of the co
Slate · 5d ago
Tom Gervase
QuestionAnswerSure I’d like to learn about it. Thomas G. Gervase Financial Advisor Spartan Financial Advisors 1501 Lakestone Village Lane Suite 205 D Fuquay Varina, NC 27526 Phone: 919-762-2180 Fax: 919-752-5491 tom@spartanfinancialad
Slate · 5d ago
Haylee Simon
ReferralAnswerI have fwd this to our materials manager www.metrican.com Haylee Simon Purchasing Coordinator Metrican Stamping, LLC 101 Warren G. Medley Drive Dickson, TN 37055 P: (615) 446-1018 x5258 Connect with Us! CONFIDENTIALITY N
Central Plastics · 5d ago
Tom Henle
needs_humanAnswerSure
Slate · 5d ago
Edward Carfang
QuestionAnswerYes I would Than You Edward T. Carfang, Jr Berer Financial Management 4044 Monroeville Blvd. Monroeville, Pa 15146 (o) 412-373-7667 (c) 724-433-3290 Ed@Bererfinancial.com Securities offered through Registered Representat
Slate · 5d ago
J.P. Lamp
Soft positiveAnswerMaybe in the future. Thanks for reaching out. ---- J.P. Lamp Bookkeeper https://jeffreylamp.com/bookkeeping_taxes/
Slate · 5d ago
Mark Thomas
needs_humanAnswerHi Oleg, Yes, please send the qualification questions. This is much closer to what I am looking for. I’m interested in booked appointments with people who have qualified or non-qualified assets and are genuinely interest
Slate · 5d ago
Julia Sellers
needs_humanAnswerHey there Oleg, Yes, please send over the qualification questions. Best, Julia Sellers Principal Partner Windows of Opportunity Financial Partners 1033 Demonbreun St. Ste. 300 Nashville, TN 37203 615-946-9539
Slate · 5d ago
Scott Thompson
QuestionAnswerYes please Get Outlook for iOS From: Miles Ellis <miles.ellis@plainnexus.com> Sent: Wednesday, 09 September 2026 09:22:36 To: Scott Thompson <SThompson@DPAInsurance.com> Subject: annuity meetings Hi Scott, We arrange mee
Slate · 5d ago
Ryan Bearden
QuestionAnswerSend me info -- Ryan "RB" Bearden Director of Sales Americas Financial Group 901 Main Street, Dallas, TX 75202 www.americasfinancialgrp.com Integrity Above All The information in this e-mail and any attachments are for t
Slate · 5d ago
William Mccarthy
InterestedAnswer11:30 would work for me Bill McCarthy & Associates Ohio 330-656-5580 Florida 330-592-5864 bill@mccarthyandassociates.com From: Oleg Pevzner <oleg.pevzner@discoverslategtm.com> Sent: Tuesday, September 8, 2026 6:53 PM To:
Slate · 5d ago
Chris Bowman
QuestionAnswerHi Oleg, Please send over the details and let me know the name of your company. I can’t find Slate anywhere. Thanks, Chris Chris Bowman | Founder Prospect Wealth Advisors 1255 W Rio Salado Pkwy, Suite 103 Tempe, AZ 85251
Slate · 5d ago
Andy Whitaker
needs_humanAnswerIf I book a call to learn more, who will I be speaking to? What country will that person be in during the call? Is English their 1st language, 2nd or 3rd? Does you platform involve me doing any work, spending time, or pa
Slate · 5d ago
Connors, James
Soft positiveAnswerThank you James R. Connors Managing Partner | Financial Advisor Boston Partners Wealth Management, LLC 301 Edgewater Place, Suite 306, Wakefield, MA 01880 Phone: 978.689.6995 | Fax: 978.299.5353 Email: jconnors@bpwmteam.
Slate · 5d ago
Daniel Rondberg
QuestionAnswerYes please Sincerely, Daniel Rondberg Nation’s First Financial 6402 E. Superstition Springs Blvd. Suite 110 Mesa, AZ 85206 (480) 981-7557 From: Rachel Barrett <rachel.barrett@graniteframework.com> Sent: Tuesday, 08 Septe
Slate · 5d ago
Michael Stewart
QuestionAnswerOleg, I hope all is well. Yes, I would like to learn more, thanks. Sincerely, Michael G. Stewart II Founder, Chairman & CEO Yarash Global Solutions Inc. 801 North Brand Blvd., Suite 220 Glendale, CA 91203 877-YARASH-1 87
Slate · 6d ago
Ralph E. Rosenbaum
QuestionAnswerPlease Ralph Rosenbaum CPA|PFS Investment Adviser Representative "When you have the right financial advisor, life can be brilliant" Rosenbaum Financial Services 196 Main St. Matawan, NJ 07747 732-441-1818// Fax 732-441-1
Slate · 6d ago
Jay Thurlow
InterestedAnswerInterested Jay Thurlow - Fiduciary Financial / Insurance Planner Life Ins Needs SECURE UPLINK Schedule a meeting Jay@JayThurlow.com 208-946-0173 The Insurance Shop CONFIDENTIALITY NOTICE: This message is intended to be v
Slate · 6d ago
Denis Sinelnikov
QuestionAnswerPlease send potential pricing per appt booked or your price list for this service for us to consider before meeting with you. thank you.
Slate · 6d ago
Douglas Zelaya
InterestedAnswerHi Oleg, Yes, I think so.
Slate · 6d ago
tiffani
InterestedAnswerHi Noah, Yes I'm interested in learning more. Please send over any information or we can do a call if that works? Kind regards, Tiffani Sloan TruProtection Financial T: 301-237-3110 Email: tiffani@truprotectionins.com Re
Slate · 6d ago
Jerry McMillan
InterestedAnswerHello Colin, Use this link to schedule a time to talk. Schedule an Appointment Jerry L. McMillan, Sr. The McMillan Agency (904) 571-5093 Phone (866) 884-3490 Fax ZOOM MEETING LINK www.alltherightplans.com McMillan Agency
Slate · 6d ago
Sean Polley
QuestionAnswerWhat do you charge? Sean Polley, CWM President & CEO POLLEY LIFE LLC 250 N. Orange Ave., Suite 1116 Orlando, FL 32801 PH: 407.337.1076 www.PolleyLife.com
Slate · 6d ago
DEAN SADAK
QuestionAnswersure but like to know cost or fee schedule Dean Sadak Wealth Manager Pinnacle First Financial Group,LLC 3781 Westerre Parkway, Suite A Henrico, VA 23233 Office 804-288-7272 Fax 804-525-7440 www.pinnfirst.com Securities a
Slate · 6d ago
Terry Murphy
needs_humanAnswerOnly interested if it is pay only for performance with no upfront costs and no monthly fees Strategic Marketing TERRY MURPHY MANAGER | CEO Phone: 561.688.8155 Email: tmurphy@thinkstrategic.com Website: thinkstrategic.com
Slate · 6d ago
Terry Register
QuestionAnswerLet me know I’ll bite Terry Register Call 919-488-7124 Need help fast call office 919-488-5840. Sent from my iPhone
Slate · 6d ago
jonmark richardson
needs_humanAnswerRPM Leads? I've done something like this before. Cost per lead? I really don't have a lot of time to talk. Jonmark Richardson Financial Advisor Insurance NPN 8530863 Certified Long Term Care Specialist O 480 378-3046 C 6
Slate · 6d ago
Rob Poynor
QuestionAnswerTell me more Rob Poynor Marketing Director | Partner E: rob@cainfinancial.com O: 972.460.0014 A: 101 E. Park Blvd. | Suite 975 | Plano, TX 75074 W: www.cainfinancial.com Investment Advisory Services offered through Castl
Slate · 6d ago
Liza Johnson
needs_humanAnswerHi Oleg, Some questions for you: Which states? How do you source and qualify potential leads? What questions do you ask prospects during the initial conversation? How are leads delivered to me? What is the cost per lead?
Slate · 6d ago
Nicolas Hernandez
needs_humanAnswerGood afternoon Oleg, Unfortunately, the dates provided below do not work for us. I also tried to schedule time through your calendar, but it appears that you do not have any availability from the end of this month throug
Slate · 6d ago
jonmark richardson
QuestionAnswerSend me more info. Please make it an email or website link. Thank you. Jonmark Richardson Financial Advisor Insurance NPN 8530863 Certified Long Term Care Specialist O 480 378-3046 C 602 435 2036 F 480 378 3799 Email jri
Slate · 6d ago
Daniel Rotter
QuestionAnswerHello Vivian, Sure, I’ll take a look. Dan From: Vivian Howard <vivian.howard@alderprotocol.com> Sent: Tuesday, September 8, 2026 7:14 AM To: Daniel Rotter <drotter@hamptonfs.com> Subject: annuity conversations Hi Daniel,
Slate · 6d ago
Brian Holbrook
needs_humanAnswerSure
Slate · 6d ago
Zach Wolkstein
QuestionAnswerHi Oleg, Sure, send it over. Thanks, Zach Wolkstein | Managing Director The Balaban Group, LLC Insurance Solutions|Estate Solutions|Benefit Solutions Mailing Address: 12021 Wilshire Blvd. Ste 137 LA, CA 90025 (Office) 31
Slate · 6d ago
John Goodhue
QuestionAnswerSure John Goodhue Chief Executive Officer | www.apofinancial.com P: 720.588.2000 E: john@apofinancial.com A: 10155 Westmoor Dr #125, Westminster, CO 80021 Investment advice is offered through APO Financial Services, LLC
Slate · 6d ago
William Mccarthy
QuestionAnswerTell me more From: Oleg Pevzner <oleg.pevzner@discoverslategtm.com> Sent: Tuesday, September 8, 2026 9:17 AM To: billmcc@windstream.net Subject: annuity meetings CAUTION: This email originated from outside your organizat
Slate · 6d ago
Kim Riffe
Soft positiveAnswerRhonda, Thank you for reaching out. We actually do not use a lot of plastics in our production process, but we will keep you in mind in case that changes. Thanks Kim From: Rhonda Mccoy <rmccoy@thecentralplastics.com> Sen
Central Plastics · 6d ago
Jason Siebert
InterestedAnswerHi Oleg, You can send me more info or your calendar link to book a time to talk. Jason Sent from my iPhone
Slate · 6d ago
Janne Aartolahti
QuestionAnswerHi Joshua, Sure, feel free to send it over. Could be interesting. Best, Janne
Ekko Media · 6d ago
Meetings (9 today, 3 tomorrow)
Today
James Phillips
slate
9:00 AMZach Wolkstein
slate
10:00 AMDenzel Endicott
slate
10:30 AMRobert Dumais
slate
11:00 AMDenzel · Bedrockfg
skymatic
time not recordedGuy Baker, PhD, MBA, MSFS · Btagroup
skymatic
time not recordedSjag36 · Comcast
skymatic
time not recordedWes · Bridelgroup
skymatic
time not recordedZach · Balaban
skymatic
time not recorded
Tomorrow
Tavarez, Robert
slate
9:30 AMMichael Stewart
slate
11:00 AMFrank Raccioppi III
slate
12:00 PM
Deals needing action (0)
Full pipelineStalled (14+ days, no next step): Tundra AI Labs, OhmNow