Orientation Essentials

InfoMinute Seminar

As a Financial Planner we look at many reports regularly.
We track our client’s progress towards their goals, whether they are home improvement, education for kids or grandkids, or retirement.
What sets us apart though, is tracking clients progress towards their life goals – not financial goals.
Maybe they want to start a business, spend more time with grandkids, enjoying their hobbies more or travel. By knowing what it is that they want their money to do for them, we can hold them accountable to use their time and money on the things that are meaningful and fulfilling to them.

Each Team produces five reports every month – so PowerCore Central can monitor progress.

What report do you look at to evaluate client progress?

Reports | PowerCore.net

Reports

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

TeamCoOrdinator

Equality: Assists the ParticipationCoOrdinator.

ParticipationCoOrdinator 2nd

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

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

Brian Quinn

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