Orientation Essentials

InfoMinute Seminar

Great job to our new MentorCoOrdinators.&nbsp;
Swing for referrals, the bat is in your hands!&nbsp;
Play ball.

Buckhead

Decatur

Emory

North Fulton

Peachtree

Peachtree City

Downtown Woodstock

Canton Business Leaders

Candler Park

Duluth

Sugarloaf

Whitlock Avenue

East Cobb

Virginia Highland

Brookhaven

North Fayetteville

Paulding

Thursday MentorCoOrdinator Training

One of the main tools I use when first talking with a client is "What are your goals with this purchase/refinance/etc? "&nbsp; Some clients are looking to purchase their first home and the goal is to keep their payment as low as possible with as little down, where others may be to get the lowest rate and be willing to put more down.&nbsp; For example, my client, Brian, was purchasing his first home and said he wanted to put 20% down.&nbsp; After talking with him further his real goal was to see what would reduce his payment more, a larger down payment or buying his rate down.&nbsp; We found after running several scenarios that in his situation putting 12% down and using a portion of his money to buy down the rate made a bigger impact on his payment and helped him keep his payment where it needed to be for his overall budget.&nbsp; Having those conversations with my clients and helping them acheive their goals is what I call a successful transaction.&nbsp;&nbsp;

Imagine starting to bake your favorite banana bread recipe. You’ll begin with a pan to bake it in. The pan is a tool.
What tool do you use to learn the result a client wants?&nbsp;
<ul>
<li>It is a question?</li>
<li>An application?</li>
<li>A story?&nbsp;</li>
</ul>
Share your referral tool.
&nbsp;

Golden Card | Tools | PowerCore.net

Golden Card | Tools

Recognizing serving in all 5 primary officer roles

Hand Pin

5-year Pin

3-year Pin

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: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Integration: Assists the MentorCoOrdinator.

MentorCoOrdinator 2nd

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

Patty Williamson

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