InfoMinute Seminar

Orientation Essentials

Brookhaven

Brookhaven Welcomes Matt Willett

I recently had a jury trial, and after the jury's verdict awarding my client the parties' house and some retirement assets, I had him contact Liz Bankston, the real estate agent on our team, before we left the courthouse, for her to immediately list the house for sale. This resulted in Jake Shumard, the closing attorney on our team, handling the closing on the sale. I also had my client contact Richard Arno, the financial advisor on our team, to come up with a plan for the proceeds of the sale and the retirement accounts to supplement my client's income. I then followed up with my client and the members of my team to make sure everything happened smoothly.&nbsp;

A fine dining restaurant plans the garnish with the same degree of attention they plan the sauce and the side dishes.
Share:&nbsp;
<ul>
<li>How you made the suggestion, and</li>
<li>then the introduction,&nbsp;</li>
</ul>
for the best referral you’ve GIVEN to a Team Member.
You made the referral; how did you make it profitable?

Referral Records | Garnish | PowerCore.net

Referral Records | Garnish

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

3-year Pin

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

TeamCoOrdinator

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Equality: Assists the ParticipationCoOrdinator.

ParticipationCoOrdinator 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.

Stacie Conner

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