Orientation Essentials

Best Client Workshop

Three times a year Members can participate in the Best Client Workshop.
A common question is: How often should I re-do my Best Client Genome? Answer: Not more frequently than every 18 months.
Go make money - W!

Buckhead

Cumberland

Roswell 400

Decatur

Emory

Marietta Square

North Fulton

North Point

Peachtree

Peachtree City

Downtown Woodstock

Candler Park

East Cobb

Milton

Virginia Highland

Brookhaven

Newnan

Members of 17 Teams know a Best Client Genome is the tool for referrals and profitablilty.

My member introduction was John Kozak. John is holding the CPA seat for our team. My potential referral to him would be a lawyer who is thinking about starting his own practice and wants to speak with John to make sure he is filing his new business correctly. I would want John to know that this new endeavor my referral is taking may have flexible timelines as he leaves his previous role and starts his new one. Additionally, depending on how difficult it is for the lawyer to leave his current role, the client may wish for this to be kept confidential. I would be doing John a disservice by not making him aware of these circumstances.&nbsp;

Giving a great referral introduction includes backstory. That is why there is a line on the Referral Record &lt;point&gt; that says, “details.”
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Count two to your right:
Share a scenario where you would give a Member more information about your client before they initiated a call.
Explain why this conversation would be private.

Keep Yourself In The Triangle | Velocity | PowerCore.net

Keep Yourself In The Triangle | Velocity

Scott Ball

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