Orientation Essentials

InfoMinute Seminar

Great job to our new MentorCoOrdinators.&nbsp;
Swing for referrals, the bat is in your hands!&nbsp;
Play ball.

Buckhead

Decatur

Emory

North Fulton

Peachtree

Peachtree City

Downtown Woodstock

Canton Business Leaders

Candler Park

Duluth

Sugarloaf

Whitlock Avenue

East Cobb

Virginia Highland

Brookhaven

North Fayetteville

Paulding

Thursday MentorCoOrdinator Training

After an initial meeting with a client, I always send them a follow-up email outlining then next steps in the process and any additional information I will need in preparing their estate plan.&nbsp; This often relieves the client of taking notes in our meeting, because they know I am taking down their concerns and priorities.&nbsp; This helps us have a free-flowing conversation as we talk through the details of their will, living trust, financial power of attorney, and health care directive.

The reason to share a Single Best Thing on a FeedForward Card is to document that you were paying attention.
What system do you use in your business to make it clear to clients they have your attention?

Attention | PowerCore.net

Attention

5-year Pin

3-year Pin

Strategy Consultant

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

TeamCoOrdinator

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

Integration: Assists the MentorCoOrdinator.

MentorCoOrdinator 2nd

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

Brooks Mackintosh

News