GateOpener Workshop

7-Minute Presentation Workshop

InfoMinute Seminar

Best Client Workshop

Filling the Filing Cabinet Workshop

Orientation Essentials

Today, our new VisitorCoOrdinators are on the roaster.&nbsp;
Swing for referrals, the bat is now in your hands.&nbsp;
Play ball!

Buckhead

Cumberland

Decatur

Marietta Square

North Fulton

North Gwinnett

North Point

Peachtree City

Candler Park

Duluth

Fayette

Sugarloaf

Whitlock Avenue

Milton

Brookhaven

North Fayetteville

VisitorCoOrdinator Training on Tuesday

Day to day I am either meeting with a client in person or virtually. I am in the banker seat. Often, an opportunity is incovered when I have conversations with clients and prospects that reach out to me for their financial needs. While having a conversation with my clients, they ask questions that may result in a referral opportunity. When this occurs, I make the connection to one of our members. I have business cards that I keep at my desk. I will share the business card with my client and let my client know that this member is someone who I trust and know personally. I then follow up with member via phone, text, or email so they are aware of the referral opportunity. It is rewarding to be able to help my clients and prospects by being a resource to them and being able to help our members through these connections that are made.&nbsp;

A blender is a tool to make smoothies – the method, the order ingredients go in – matters. Liquid must be on the bottom to avoid cavitation. What’s your method for referrals?
<ul>
<li>Do you call the Member, then send a Referral Record marked done?</li>
</ul>
What is different when a referral opportunity happens during the week vs an idea that pops into your head here?

Referral Records | Method | PowerCore.net

Referral Records | Method

5-year Pin

3-year Pin

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

ParticipationCoOrdinator

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

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.

PowerLinks Certificate

Carmela Arreguin

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