Wills/Revocable Trust

Irrevocable Trust/Estate Tax Planning

Business Succession Planning (?)

Charitable Planning

Filling The Filing Cabinet WorkRoom

GateOpener Workshop

InfoMinute Seminar

Platinum Card WorkRoom

Orientation Essentials

Filling the Filing Cabinet Workshop

Best Client Workshop

How to Build a Referral Marketing Plan

How to Benefit from an Association

Recognizing a Member for feedback and debugging assistance on the new PowerCore operating system.

AlphaTester

Congratulations to our new ParticipationCoOrdinators.&nbsp;
The bat is in your hands, swing for referrals.&nbsp;
Play ball!

Buckhead

Cumberland

Roswell 400

Emory

North Fulton

North Gwinnett

North Point

Peachtree City

Downtown Woodstock

Fayette

Sugarloaf

Whitlock Avenue

Virginia Highland

Brookhaven

North Fayetteville

Newnan

South Gwinnett

ParticipationCoOrdinator Training on Monday

After every initial meeting, I send the prospective client an intake form that asks for general information about the clients' family as well as their assets and liabilities. &nbsp;I also scheduled a time for our next meeting - the strategy session, where we dig into the information provided by the client on the data form. &nbsp;Scheduling the next meeting ensures that the client's work/project keeps moving forward and they know exactly when we will be meeting next and what will be discussed at that meeting. &nbsp;

After every client meeting they have action items, and so do you.
Give us an example:
<ul>
<li>Choose a purpose for the meeting.</li>
<li>What will you tell them to do, at the end, before your next meeting?</li>
</ul>
What will you do to close the conversation and prepare for the next one?

After Subbing | PowerCore.net

After Subbing

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

100% Club

5-year Pin

3-year Pin

Equality: Assists the ParticipationCoOrdinator.

ParticipationCoOrdinator 2nd

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

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.

PowerLinks Certificate

Neeli Shah

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