InfoMinute Seminar

Orientation Essentials

Tough conversations should be done in person and if not over the phone.
I think being upfront and explaining right away what happened is
important too. It is why I try to over communicate with clients about
what is going on



Leadership requires tactfulness.&nbsp;People want to be told the hard things. "Why didn't anyone tell me?" is a common question. When you need to have a hard conversation, how do you set it up so the client feels you cared enough about them to tell them, and allow them to feel your respect for them?

Respect | PowerCore.net

Respect

3-year Pin

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

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

MembershipCoOrdinator

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

Brad Cohen

Financial Advisor

Members I've Invited

Merrill Lynch

Team

Brookhaven Team

Introduced by:

Leadership

Membership