Member
Team
PowerLinks Certificate 11/01/2009
7-Minute Presentation Workshop 09/21/2020
Filling the Filing Cabinet Workshop 08/17/2020
GateOpener Workshop 07/20/2020
Best Client Workshop 06/15/2020
InfoMinute Seminar 11/19/2012
Orientation Essentials 10/06/2004
Development
Endorsement Letters I've Received
Financial Services | Investment
Financial Advisor
Financial Plans
Retirement Plans
Annuities
Managed Money
IRAs
Special Needs Planning
Filing Cabinet
North Gwinnett Team
Introduced by:
Dan Barber
Joined on 10/01/2004
Leadership
TeamCoOrdinator 04/08/2024
ParticipationCoOrdinator
VisitorCoOrdinator
MembershipCoOrdinator 04/01/2021
MentorCoOrdinator
Hand Pin 12/07/2021
Membership
20-year Pin 10/01/2024
15-year Pin 10/08/2019
10-year Pin 10/14/2014
5-year Pin 05/11/2010
3-year Pin 08/01/2007
Team
Gold Star Pin 09/15/2009
Members I've Invited
Lisa DeLong
Jan Pierce
Chuck Grennor
Lynn Blackburn
Sharon Harrison
Sponsorship
1. The Participation Coordinator on our Team, Joe Schwartzmiller has requested volunteers to do joint 7-minutes, so he and I are going first.
2. I have added some prompting questions to my annual reviews to try to uncover opportunities for my Team.
Referral Trigger Response