Orientation Essentials

InfoMinute Seminar

<p>I used a form that our firm uses for Estate Clients to passs out to the team during the 7 minute. The form allows an individual to complete almost all of the necessary information needed to complete the Estate Planning process. While not created specifically for a 7 minute presentation, it allowed me to give a visual to my team and to any clients of the type of information that is required for setting up an Estate plan. I encouraged my team to hand off the form to a client if someone needed a Will or other estate planning opportunity. It presented the opportunity for my team to see what their clients would be looking at and using when working with me.&nbsp;</p>

<p>Multipurpose means: do once, use twice.&nbsp;</p>
<ul>
<li>Share an example of a handoff – a marketing piece for us to share with a client -- that you created to use during a 7-Minute, and use now with prospects.</li>
<li>Share the situation – did your 7-Minute create urgency?&nbsp;</li>
<li>Was it because of a new product? What stimulated the opportunity?&nbsp;&nbsp;</li>
</ul>

Handoff | PowerCore.net

Handoff

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

TeamCoOrdinator

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

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

Emily Webb

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