Orientation Essentials

InfoMinute Seminar

At dinner on a cold January a great family friend mentioned that he thought his accountant was getting a bit forgetful and maybe was at retirement age. He said it again on another occasion so I told him about Scott Levine. Nothing ever came of the name drop, so I didn't think to brag on Scott again until my friend got back from his forth sailing trip in the Caribbean. He started working on the steps to fulfill his lifelong goal of owning a sail boat and sailing around from island to beautiful island.&nbsp;
He's a business owner himself and his taxes are paid in a way that are no longer helpful in funding his goal. This convo came up at tax time this year. Naturally, I insisted he let me introduce him to Scott. I mean, he's mentioned taxes three times now. My friend agreed to the introcuction, but Scott's a busy guy with a heavy client load so I emailed Scott to see if the introduction was a thing. It was!&nbsp;
Because of the referral my friend better understands the funds that need to be socked away to fullfil his dream of being a sailing captain.&nbsp;
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Our purpose is to give referrals. Because we see each other every week, we know quite a bit about these businesses.&nbsp;
Tell the story of an opportunity you recognized, but the client wasn’t ready for the introduction yet.
<ul>
<li>How did you follow through?</li>
<li>How long before they asked for the connection?</li>
</ul>
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Follow Through | PowerCore.net

Follow Through

Recognizing serving in all 5 primary officer roles

Hand Pin

5-year Pin

3-year Pin

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

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.

Mariell Coker

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