Orientation Essentials

InfoMinute Seminar

Congratulations to our new VisitorCoOrdinators!
Some of their Single Best Things include:&nbsp;
<ul>
<li>Attention to contact spheres and maintaining Team balance,&nbsp;</li>
<li>Blanace creates referrals, and</li>
<li>Sending welcome emails and InfoMinutes ahead of the meeting.&nbsp;</li>
</ul>
Play ball!

Roswell 400

Emory

North Fulton

North Point

Peachtree

Downtown Woodstock

Canton Business Leaders

East Cobb

Virginia Highland

Brookhaven

Newnan

Paulding

South Gwinnett

VisitorCoOrdinator Training on April 3

Many people think financial advisors are only interested in discussing the assets.&nbsp;While the assets are an important part of the equation, they are just that – only a part of the discussion.&nbsp;
The real value is in the financial planning process and helping clients understand the importance of managing both sides of their personal balance sheet and their personal income statement – assets and liabilities as well as income and expenses to ultimately fund the quantifiable goals in life they have for themselves and their family (i.e. I want to option to not go into work at the age of 60 and need $180,000 in after-tax income adjusted for inflation.).
&nbsp;
We accomplish this by doing a lot of listening, asking a lot of questions, and never speaking more than 30% of the time.
&nbsp;

One process for thinking of Golden Cards is asking “Why is that important?” three levels deep.
<ul>
<li>Share a place in your business where the real value is three levels below the surface.</li>
<li>What is the process you use to get there?</li>
</ul>
&nbsp;

Golden Card | Method | PowerCore.net

Golden Card | Method

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

Shaundra Stapleton, AAMS™ CDFA®

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