Orientation Essentials

InfoMinute Seminar

1. Clients come to me from a referral source when they need financing for a home or refi.
2. They trust the referral that sent them to me and feel like they can trust me before they speak to me.
3. I make clients feel at ease going through the process and even prior to the start of the process by utilizing the referral source as a common ground.

Use the exercise of asking why, three levels deep, to discover Commander’s Intent – a reason more valuable than need.

Share the reason why [1] a client came to you, tell why [2] that reason was important to them, and then the third why [3] explaining their crucial motivation.

3 Whys | PowerCore.net

3 Whys

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Aaron Conyers

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