InfoMinute Seminar

Orientation Essentials

Today, our new VisitorCoOrdinators are on the roaster.&nbsp;
Swing for referrals, the bat is now in your hands.&nbsp;
Play ball!

Buckhead

Cumberland

Decatur

Marietta Square

North Fulton

North Gwinnett

North Point

Peachtree City

Candler Park

Duluth

Fayette

Sugarloaf

Whitlock Avenue

Milton

Brookhaven

North Fayetteville

VisitorCoOrdinator Training on Tuesday

A time-consuming part of my process is the notes I add into Salesforce, our CRM. I take notes so that I can go back and review things we have talked about, things going on, things about them and their lives so that I can recall these things and build upon the relationships I am building with my clients. As much as I like to think I can remember every detail about my customers, I know it's impossible. My note taking helps me ensure clients feel heard and known. My notes allow me to review previoous conversations before I make my follow up phone calls or before I go visit a client. I know not every banker does this, they don't take the time to do this becuase it is a bit tedious and they're more worried about the next "sale". However, the result I get from knowing my clients and digging deeper is earning more and more of a clients relationship. I will be the first person they think of when they want to expand their business, or the first person they reach out to when they want to do home improvements because I have taken the time to REALLY get to know them on various levels.&nbsp;

A butterfly cut from a carrot is a beautiful, and time-consuming, garnish. Clients don’t pay for garnish.
<ul>
<li>Share a beautiful, time-consuming part of your process with clients.</li>
<li>What is the result you want them to get from this extra.</li>
</ul>
&nbsp;

Golden Card | Garnish | PowerCore.net

Golden Card | Garnish

5-year Pin

3-year Pin

Mortgage

Life Insurance

Essential Services

Property & Casualty Insurance

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

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

ParticipationCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Integration: Assists the MentorCoOrdinator.

MentorCoOrdinator 2nd

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

Nicole Valdez

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