Best Client Workshop

GateOpener Workshop

InfoMinute Seminar

Filling the Filing Cabinet Workshop

Orientation Essentials

7-Minute Presentation Workshop

Recognizing a Member for feedback and debugging assistance on the new PowerCore operating system.

AlphaTester

VisitorCoOrdinators bring opportunity to the table because of a discussion that includes knowledge and tools.
Ben Battell&nbsp;(Alpharetta) and&nbsp;Sue McQueen&nbsp;(Milton) on the left.&nbsp;
Lisa Wrenn&nbsp;(Sandy Springs),&nbsp;Raymond Jackson&nbsp;(Marietta Square), and&nbsp;Diane Campbell&nbsp;(Alpharetta) to the right.&nbsp;
Ask what they learned.

Alpharetta

Marietta Square

xSandy Springs

Milton

New VisitorCoOrdinators

When I am talking with clients, I ask questions to determine who else they need to talk with for their situation. &nbsp;Last week I was referred to a client that &nbsp;won a large amount of money in the lottery. &nbsp;He has never owned a home and wants to purchase a home. &nbsp;After we met and established &nbsp;what he was interested in, I asked about different people that he should be talking to and if I could make a recommendation. &nbsp;The first call was to Mitch Boehm, the financial advisor on our team with Edward Jones. &nbsp;I know that Mitch would take good care of him and advise him on how to grow and protect his money. &nbsp;I made the connection through email and the client was thrilled. &nbsp;Mitch is very responsive and I know keeps his clients best interest at heart. &nbsp;This is a win for both the client and for Mitch. &nbsp;I hope they will have a very successful relationship together &nbsp;

Our purpose is to give referrals. That can begin with an offer.
Name a Member you have successfully created a referral for.
Tell the story –
<ul>
<li>What was your client doing or talking about?</li>
<li>What did you offer them?</li>
<li>What did they ask?</li>
<li>How did you communicate the connection?</li>
</ul>

Communicate | PowerCore.net

Communicate

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

Recognizing serving in all 5 primary officer roles

Hand Pin

10-year Pin

5-year Pin

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

Equality: Assists the ParticipationCoOrdinator.

ParticipationCoOrdinator 2nd

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

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.

Lisa Wrenn

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