Planning for education

Planning for Retirement

Living in retirement

Planning for your estate

Orientation Essentials

InfoMinute Seminar

7-Minute Presentation Workshop

Lets Go Bowling. Friendship and comraderie with a little food and drink thrown in. A great time was had by all.&nbsp;&nbsp;A Big Thank You to Mark Hutchins SCO, Social Coordinator, for coordinating this event. We know it's not easy and we appreciate your time and effort. Keep up the great work.&nbsp;
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Roswell 400

Roswell 400 goes on a Bowling Adventure

Being flexible in a business conversation is a critical part of our success. In the financial world we are building unique plans based on our clients Goals and priorities.&nbsp;
These normally fall into Needs, Wants and Wishes. We have an agenda for each meeting and the agenda does get adjusted as needed.&nbsp;
In these conversations the flow would be dictated by the client and some are simple, while others are very complex. The adjustment to what is important is a key factor to keeping our client or converting a prospect to a client.&nbsp;
We also repeat the conversations at least yearly as the circumstances change as do the priorities.&nbsp;
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Officer Scripts are not a word-for-word mandate – they are an indication of what content to cover and how long to speak.
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<li>Describe a process in your business where there is flexibility for you and your client to adjust a script.</li>
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Leadership | Garnish | PowerCore.net

Leadership | Garnish

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

100% Club

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

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

Mike Breit

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