Financial Planning

Orientation Essentials

InfoMinute Seminar

One of the best things about PowerCore is how Members of other Teams support each other. They know their own Team isn't going to refer to anyone else, so it's easy to share best practises and learn from Members in the same classification.
Nakia Sanford Lawson&nbsp; - from the Peachtree Team - invited two other Financial Advisors to lunch, and shared her Single Best Things:
<ul>
<li>Suzanne has been in the industry 33 years - she's the trailblazer.</li>
<li>Seth is amazing at gathring assest as a new advistor.</li>
</ul>
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Peachtree

Virginia Highland

Paulding

Single Best Thing from Financial Advisors Share

I have not been in&nbsp; PowerCore but 3-4 months, so I don't have situation in mind that I identified a referral opportunity that I needed to wait on.&nbsp; I do frequently refer to miscellaneous practitioners in my practice.&nbsp; I have referred a number of people when they were anticipating a move to a mortgage broker (Rodney) because of my strong conviction that he will do a phenomenal job helping someone.&nbsp; I hope that to be the case as I get to know more of my PowerCore team members and their businesses.&nbsp; A successful referral to another practitioner has been beneficial to my business because the clients associate the good experience with me in some form.&nbsp; I hope to move some clients over to one of our team members as I am not happy with the providers that are currently serving them.&nbsp; &nbsp;This will likely happen at a time that is not as time critical and we can have a discussion of changing providers.&nbsp;

Our purpose is to give referrals. Because we see each other every week, we know quite a bit about these businesses.&nbsp;
Tell the story of an opportunity you recognized, but the client wasn’t ready for the introduction yet.
<ul>
<li>How did you follow through?</li>
<li>How long before they asked for the connection?</li>
</ul>
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Suzanne Miller CFP(r)

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