InfoMinute Seminar

Filling the Filing Cabinet Workshop

Orientation Essentials

<p>A past client I had worked with was looking to sell a property and needed to stick it to the tax man. I informed her of the ability to utilize a 1031 tax exchange and kick the bucket down the road to avoid paying taxes now. It was an easy introduction to John Kimbell with Edge &amp; Kimbell as he had done a 1031 exchange for me personally in the past. How did me past client profit? Hello, she stuck it to the tax man! Cheers.</p>

To get client referrals it’s important to stay in touch.

How do you use an introduction as a reason to stay in touch with a client whose project is complete?

Tell the story of a specific client, tell who you introduced, and how your past client profited.

Keep the relationship | PowerCore.net

Keep the relationship

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

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

MembershipCoOrdinator

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

Rich Blenz

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