Best Client Workshop

GateOpener Workshop

InfoMinute Seminar

Orientation Essentials

7-Minute Presentation Workshop

Coach

This woman knows the dollar and its value fluctuations better than George Washington himself. A dinner with Sandy Schoepke and I have the confidence to join in investment conversations when they veer off of traditional stocks. Single Best Thing she shared is that investing about $1000 a year in gold over the last 40 years would yield a collection today worth more than $1 million (she had exact figures for this, of course). Ask her to show her prized JFK, Jr. coin.

Cumberland

How to sound smart about and for the money - SBT

My clients are looking to scale the business, so change is something they embrace. But it can be perceived as a negative by their clients. That's why I create a script for them or their team to explain why the change is the best thing for their client when the natural tendency is to explain why the change is the best thing for the company making the change. For instance, automating their customer onboarding might save my client precious staff time. AND it allows their customers to onboard without an appointment on their own schedule at their own pace. Every change has a customer benefit, I show it to my clients so that's the messaging their clients hear.

Connection is about comfortable communication.
A Substitute is a change. Change happens in business.
Share a way your clients have to change, then tell us how you direct them through the discomfort. 
Do you have a printed script for them to use with the person they’re leaving? Do you communicate for them?

Substitution - Four Ways | Connection | PowerCore.net

Substitution - Four Ways | Connection

Recognizing serving in all 5 primary officer roles

Hand 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

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.

Mel Selcho

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