Clint Monroe

Clint Monroe

Financial Analyst

Member

Team

PowerLinks Certificate 02/21/2019
InfoMinute Seminar 02/21/2022
InfoMinute Seminar 06/24/2019
7-Minute Presentation Workshop 05/20/2019
GateOpener Workshop 03/11/2019
Best Client Workshop 02/18/2019
Orientation Essentials 02/18/2019

Development

Clint Monroe

Clint Monroe

415-233-3834

5499 Woodsong Trace
Stone Mountain, GA 30087

Company

Answer
• I heard that a former client had moved after selling his old home to by a new one in another state.
• Your only guaranties in this life are death and taxes. So I introduced him to Mike, my go to tax man, with a three way email. I knew Mike was an 'enrolled agent' and could handle anything that might come up on taxes in his old home state or new home state.
• I get a call from the former client days later. Miracle Mike had saved the day, digging up old documentation, sending tax records overnight that were needed to close the refi deal on his new home. Call that a Home Run for everyone.
Clint Monroe
Lilburn Team

Referral Trigger Response

Lilburn Team

Introduced by:

Douglas Waterman

Douglas Waterman

Joined on 01/24/2019

Leadership

TeamCoOrdinator 12/07/2020
ParticipationCoOrdinator 02/09/2020
MembershipCoOrdinator 08/04/2022

Membership

3-year Pin 02/10/2022

Team