7-Minute Presentation Workshop

Orientation Essentials

InfoMinute Seminar

We have a new roster of TeamCoOrdinators for this term.&nbsp;
Swing for referrals, the bat is in your hands now.&nbsp;
Play ball!

Buckhead

Decatur

Marietta Square

North Gwinnett

Peachtree

Downtown Woodstock

Fayette

Sugarloaf

Whitlock Avenue

East Cobb

Milton

Paulding

Monday's TeamCoOrdinator Training

My main tool when working with a new client is a risk tolerance questionnaire.&nbsp; After answering several questions about how they would react given different circumstances, we then score the results between 10-100, with the higher score meaning that they can handle more risk.&nbsp; Based on these results I will then make recommendations that fit their profile.&nbsp; They are welcome though to override their profile and can put their money into more or less risk averse investments.

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 officer roles twice

Double Hand Pin

Recognizing serving in all 5 primary officer roles

Hand Pin

10-year Pin

5-year Pin

3-year Pin

Massage Therapist

Computer Service

Mortgage

Gold Star Pin

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

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

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.

Robert Jackson

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