Filling the Filing Cabinet Workshop

Best Client Workshop

GateOpener Workshop

Purple Card WorkRoom

7-Minute Presentation Workshop

InfoMinute Seminar

Orientation Essentials

Filling The Filing Cabinet WorkRoom

If I have given Art Rosser a prospect......for a possible financial plan for their future........and this prospect has some personal "quirks" that I think Art should be aware of......I feel &nbsp;it my responsibility to share so that Mr. Art is totally prepared for the good, the bad or the ugly.
Makes life and work easier to have good client information so we all work our magic thoroughly, professionally and of course, with some grace.
Joann Taylor&nbsp;
Taylor Design Consultants,inc
&nbsp;
&nbsp;

Giving a great referral introduction includes backstory. That is why there is a line on the Referral Record &lt;point&gt; that says, “details.”
&nbsp;
Count two to your right:
Share a scenario where you would give a Member more information about your client before they initiated a call.
Explain why this conversation would be private.

Keep Yourself In The Triangle | Velocity | PowerCore.net

Keep Yourself In The Triangle | Velocity

5-year Pin

3-year Pin

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

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

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

Joann Taylor

News