Filling the Filing Cabinet Workshop

Best Client Workshop

InfoMinute Seminar

Orientation Essentials

Welcome to the East Cobb PowerCore Team Braemon Wilson, USHealth Group, and Harry Schnabel, Ameris Bank. We are so happy to have you!
Pictured left to right, Francisco Neri, MCO, Pamela Dabrowa, PCO, John McColl, TCO, Harry Schnabel, Braemon Wilson, Donna Wise, VCO and Erik Chabmers, MtCO.
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Submitted by: Pamela Dabrowa

East Cobb

Welcome to the East Cobb Team Braemon and Harry!

I was working with a client to evaluate their estate plan and I found out the client did not have a will in place. I set up a three-way email with an estate attorney, so my client could work with the estate attorney to create a will. My client was extremely pleased that I have resources outside of my firm to help them plan for their estate.

None of us is the only vendor for a client. It’s natural to recognize additional needs.

Tell us about one client, and how you identified additional work they needed from another provider in order to get the best benefit from you. Who did you refer them to, and how did you make the introduction?

During | PowerCore.net

During

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

Opportunity: Assists the VisitorCoOrdinator.

John McColl

Financial Advisor

Welcome to the East Cobb Team Braemon and Harry!

Edward Jones

Members I've Invited

East Cobb Team

Introduced by:

Leadership

Membership