InfoMinute Seminar

Orientation Essentials

Officers&nbsp; - Trevor Balliet, PCO, David Ellner, VC0, Mitch Boehm, MCO, welcome new Member, Jake Shumard, including Randy Garrett, MtCO, and Patty Voelz, TCO. &nbsp; Photo documentation courtesy of Kevin Ames.

xSandy Springs

Sandy Springs PowerCore Team inducts Jake Shumard to referral “Paydays”.

My referral was to Patty, the banker on our team.&nbsp; I am the mortgage classification seat, cosulting with a past client seeking a cash-out refinance to do some home improvements.&nbsp; With the rapiod increase in mortgage rates, it didn't make economic sense to refi the mortgage and lose the significantly lower rate of my borrower to pull out $60k.&nbsp; I provided her w quick #s and reason in comparison to go the route of a home equity line of credit (heloc) making more sense long term.&nbsp; I do not offer helocs, and quickly referred her to our banker seat member via a 3way email describing Patty's professionalism, service focus, and educated them as well on the heloc product.&nbsp;

Our purpose is to give referrals. That can begin with an offer.
Name a Member you have successfully created a referral for.
Tell the story –
<ul>
<li>What was your client doing or talking about?</li>
<li>What did you offer them?</li>
<li>What did they ask?</li>
<li>How did you communicate the connection?</li>
</ul>

Communicate | PowerCore.net

Communicate

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

100% Club

Recognizing serving in all 5 primary officer roles

Hand Pin

15-year Pin

10-year 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

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

MembershipCoOrdinator

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.

Randy Garrett

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