InfoMinute Seminar

Orientation Essentials

<p>I introduced a mortgage client to Raymond Payne with Cerner Capital, the financial planner from my team. She is a potential real estate investor so we mutually benefit from staying in front of her and her financial needs.</p>

To get client referrals it’s important to stay in touch.

How do you use an introduction as a reason to stay in touch with a client whose project is complete?

Tell the story of a specific client, tell who you introduced, and how your past client profited.

Keep the relationship | PowerCore.net

Keep the relationship

3-year Pin

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

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

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

Greg Williams

Mortgage

IberiaBank Mortgage

Members I've Invited

Lilburn Team

Introduced by:

Leadership

Membership

Team