Orientation Essentials

Platinum Card WorkRoom

InfoMinute Seminar

7-Minute Presentation Workshop

GateOpener Workshop

Coach

Recognizing having served on a member board of directors

DesignTeam

This member is or has been an orientation essentials panelist

PowerWings

Recognizing participation in The Creative 3-day Workshop.

The Creative Pin

Tax planning is a magnificent puzzle. I grew up doing hard and complex puzzles with my grandmother every year at the beach and I loved the challenge.
We take all of a client's pieces, the businesses, family, children, trusts, estates and look at all what we have to work with and weave together the best tax strategy for all of the pieces.&nbsp; Sometimes we need to segregate out a business or add an entity, but we assenble the puzzle in to the best financial outcomes forthe overall financail wealth of a client&nbsp; for both the short-term and the long-term.&nbsp;&nbsp;
Diana Crawford CPA
Crawford Merritt &amp; Company
www.cmccpas.com
&nbsp;

As professionals we are each responsible for our own professional growth.

What is a skill or certification you targeted and developed, in order to stand at the top of your profession?

Learned | PowerCore.net

Learned

Recognizing serving in all 5 primary officer roles

Hand Pin

15-year Pin

10-year Pin

5-year Pin

3-year Pin

Chiropractor

Cosmetics & Skin Care

Residential Real Estate Agent

Gold Star Pin

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

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

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

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

Diana Crawford

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