GateOpener Workshop

InfoMinute Seminar

Best Client Workshop

Filling the Filing Cabinet Workshop

Orientation Essentials

Candler Park had their first in person meeting today ... congratulations.&nbsp; And a big thank you to Holly and Dr. Mike who scouted our new location.&nbsp; Livin' large at The Neighborhood Church right across the street from Candler Park.

Candler Park

Candler Park is back ...

Many of my clients come to me for retirement planning and investment management. The added value of an ongoing advisory relationship is the advice along the way.
My client ‘Sue’ (not her real name) was able to withstand a job loss with minimal stress and financial impact, as I had advised her to ramp up her contingency fund in the face of the declining fortunes of the company. I was also able to help her view the numbers on a business investment in such a way that she could see how it would not be in her best interest to move forward.
My goal is to always help my clients make sound decisions, supported by my number crunching, insight, and counsel.

Value is the benefit clients get because of what we do. They pay for what we do, but the value is what they are able to do because of what you do.
Pick one client. Tell:
<ul>
<li>What you did for them.</li>
<li>What they were able to do because of what you did.</li>
</ul>
Why that ability was important to them?

Bring Value | PowerCore.net

Bring Value

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

100% Club

Recognizing serving in all 5 primary officer roles

Hand Pin

15-year Pin

10-year Pin

5-year Pin

3-year Pin

Property & Casualty Insurance

Graphic Design

Writer

Electrician

Fitness Trainer

Plumbing

Real Estate Attorney

Gold Star 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: 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.

Meredith Sims ChFC®, CSRIC® (she/her)

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