Rollovers

Wealth management

Cash

Orientation Essentials

InfoMinute Seminar

Filling the Filing Cabinet Workshop

Fill the Filing Cabinet Workshop

GateOpener Workshop

How to Build a Referral Marketing Plan

7-Minute Presentation Workshop

How to Benefit from an Association

Best Client Workshop

Congratulations to our new VisitorCoOrdinators!
Some of their Single Best Things include:&nbsp;
<ul>
<li>Attention to contact spheres and maintaining Team balance,&nbsp;</li>
<li>Blanace creates referrals, and</li>
<li>Sending welcome emails and InfoMinutes ahead of the meeting.&nbsp;</li>
</ul>
Play ball!

Roswell 400

Emory

North Fulton

North Point

Peachtree

Downtown Woodstock

Canton Business Leaders

East Cobb

Virginia Highland

Brookhaven

Newnan

Paulding

South Gwinnett

VisitorCoOrdinator Training on April 3

Sara told me she could finally relax. She had been nervous about her income during retirment. She wanted to make sure she could travel to see her grandkids regularly. Her previous advisor had not communicated a game plan well and she really needed someone to hold her hand through the planning process. I took time to walk her through everything and was rewarded with home cooked meals and all the things Grandmas do to show love. She is one of my favorite clients and we speak often. I do more than manage money for my clients, I help them relax into retirments they deserve.&nbsp;

Clients want the result of what you do. The result of hiring a landscaping company is weekend time to watch sports.
<ul>
<li>Pick one client. Start with their first name and share what they told you they can do now, because of what you did.</li>
</ul>
&nbsp;

Golden Card | Ingredients | PowerCore.net

Golden Card | Ingredients

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

100% Club

5-year Pin

3-year Pin

Travel Agent

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: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Integration: Assists the MentorCoOrdinator.

MentorCoOrdinator 2nd

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Nakia Sanford Lawson

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