Best Client Workshop

GateOpener Workshop

Orientation Essentials

InfoMinute Seminar

Filling the Filing Cabinet Workshop

7-Minute Presentation Workshop

How to Build a Referral Marketing Plan

Robert had a quick answer to why he's been a Member five years:
"When I can give my clients a referral to someone who takes good care of them, my clients feel cared for. And that's what I want: I want my clients to know I care for them.
Having this Team I can refer to my clients is a crucial part of my business."
Thank you, Robert. It's good to know you'll give that kind of care to our referrals.
&nbsp;
&nbsp;

Downtown Woodstock

Why Robert Has A 5-Year Pin

Consistency is showing my personal tax clients a seamless and timely method to complete the tax preparation process. During tax preparation periods I send clients a tax organizer. This helps in gathering required documents for timely tax submission. I time this for late January for personal tax clients. This timing is around the time they are receiving tax documents. I tailor client submission and finalization that's user friendly for the individual client. Whether it's meeting face to face or a completely online process, i have a system for them.&nbsp;

The purpose of the PowerCore attendance policy is to have a consistent number of people at the meeting.
Where in your business does consistency matter?
<ul>
<li>Is this something people have to prove before you will work with them?</li>
<li>How does inconsistency affect their results?</li>
</ul>
Do you have a policy to require consistency?

Consistency | PowerCore.net

Consistency

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

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

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

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

Robert Smith

News