Filling the Filing Cabinet Workshop

InfoMinute Seminar

Best Client Workshop

Orientation Essentials

Leslie Pierce was the first TeamCoOrdinator of the East Cobb Team, and is first to get her 10 Year Pin!
She shared the story of what has happened with her business, from it's beginings, through today, and the consistent role the Team has played.
Congratulations Leslie!

East Cobb

Leslie Pierce is First

Taxes change at least annually and sometime even during a year.&nbsp; Being up to date on the latest changes for both actual tax returns and for tax planning is critical to clients.&nbsp; &nbsp;To stay knowledgeable, I belong to professional organizations that publish newletters and bulletins to keep tax professionals informed.&nbsp; Also every year I include my staff in attending&nbsp; an update seminar to go further in depth on all the changes that have been implemented for the upcoming year.&nbsp; Not only is it helpful to know these things to prepare taxes, it definitely helps to let clients know you care about them and want them to be on top of their tax situations.

What have you worked hard to learn in order to excel at your business?
<ul>
<li>Do you take continuing education in this area,</li>
<li>or have a mentor,</li>
<li>or read extensively,</li>
<li>or attend conferences?</li>
</ul>
How does this skill and understanding give clients who choose you a competitive advantage?
&nbsp;

Purple Cards Create Referrals | Tools | PowerCore.net

Purple Cards Create Referrals | Tools

Recognizing serving in all 5 primary officer roles

Hand Pin

10-year Pin

5-year Pin

3-year Pin

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

Equality: Assists the ParticipationCoOrdinator.

ParticipationCoOrdinator 2nd

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.

Leslie Pierce

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