Financial Plans

Retirement Plans

Annuities

Managed Money

IRAs

Special Needs Planning

Filling the Filing Cabinet Workshop

InfoMinute Seminar

Orientation Essentials

Best Client Workshop

GateOpener Workshop

7-Minute Presentation Workshop

We have a new roster of TeamCoOrdinators for this term.&nbsp;
Swing for referrals, the bat is in your hands now.&nbsp;
Play ball!

Buckhead

Decatur

Marietta Square

North Gwinnett

Peachtree

Downtown Woodstock

Fayette

Sugarloaf

Whitlock Avenue

East Cobb

Milton

Paulding

Monday's TeamCoOrdinator Training

I'm a financial planner, so most of the referrals I make are uncovered when I'm meeting with a client to discuss their finanical plan. These meetings often have a follow-up email to summarize the loose ends and setup our next communication. I can verbally make the referral during the meeting, but there is an expectation for a formal introduction between my Team Member and the client. I get to make the formal introduction, but I also get to brief my teammate on the client's need, personality, etc.

A blender is a tool to make smoothies – the method, the order ingredients go in – matters. Liquid must be on the bottom to avoid cavitation. What’s your method for referrals?
<ul>
<li>Do you call the Member, then send a Referral Record marked done?</li>
</ul>
What is different when a referral opportunity happens during the week vs an idea that pops into your head here?

Referral Records | Method | PowerCore.net

Referral Records | Method

Recognizing serving in all 5 primary officer roles

Hand Pin

15-year Pin

10-year Pin

5-year Pin

3-year Pin

Gold Star 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

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

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.

Herman (Tommy) Thompson Jr., CFP®, ChSNC®, ChFC®

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