Clients express a strong interest in effective calendar management, a reliable ticketing system for issue tracking, and streamlined billing processes.

In the realm of IT, the most invaluable asset resides within my expertise. The ability to identify problems and devise tailored solutions is paramount. When confronted with a new or particularly challenging issue, my approach is marked by a contemplative silence as I systematically explore iterations of potential causes and corresponding solutions. Clients often present broad statements like "my computer is slow," and it requires a comprehensive heuristic examination to pinpoint the specific cause, which may range from drivers and hardware issues to software, viruses, or malware.

Jonathan Ongtingco

678-213-2309

www.sohodvc.com

Professionals don't use Canva. Canva is art that can't be owned and therefore, isn't custom and can't be created and then, once paid for, transferred to clients for ownership. And Canva art can be copied. So others in your industry can use the exact art, and you all start to look the same - like the 1950s homes.

Professional brands are created from our brains based on 1. Your personal and business information, 2. Heavy research, and 3. Original creativity.

Creating a brand that adds financial value to a business takes time, effort, and focus.

I created the brand for "Carvenience." This brand was valued at over $1,000,000. Carvenience was then sold (yeah!) after a year on the market. Our client spent $35,000 with us. Our team also created the technology (the website). There was no additional technology. The owner and his intellect, the brand, and the website were what was valued. The brand itself had tremendous value.

It was critical that the owner could "own" the art. If Canva were used, this would be impossible; therefore, the brand value would only be based on the owner, tremendously decreasing the company's value.

My business is referrals.
Tools assumed:

• a calendar - (though some people are quite proud not to use one) - because a reputation for missing appointments might be the biggest credibility bust possible. Life happens, of course, but when a person has a reputation for repeatedly missing appointments how can I refer to them?
• a professional response to voice mail, text, and email. (If I refer, and my client prefers voice, the inability to leave a message, or the request to take additional, different, action in order to "get a quicker response" is a clear message they are not a fit.)
• a professional web presence. (An attorney told me about an out of town prospect who canceled their retainer payment. When she called to ask why they said they googled her, couldn't find a website, and thought she was scamming them.)

Tools the real pros have:

• a spreadsheet for follow through.
  On a PowerCore Team the Members who track who they've had coffee with, and go right around the table, then start again, right around the table, are the ones with the most WDB slips. (This is part of what makes smaller Teams more profitable than larger ones. On a 30 Member Team it's unlikely you'll have coffee with each Member more than once a year - maybe three times in two years. In a 15 Member Team it's easy to have coffee with every other Member three times a year.)
• an editorial calendar.
  People don't refer because they laughed at an InfoMinute. They refer because they learned something they can use in a conversation to direct it toward an introduction. That means talking about a topic three months in advance, so Team Members have time to have those conversations.
• before and after conversations.
  Referral generating pros know the money is made on the before and after shoulders of a meeting. It isn't whether I was in my seat from 6:59 to 8:31 that matters, it's how many people I spoke with personally. Sitting in my car reading email, or sitting at the table on my phone, won't generate referrals. Referrals happen because of conversations. Pros stand up, walk around, talk to people.

Pen and paper, or a digital equivalient. 

The work I do with a client includes a lot of brainstorming, dicsussing different ideas and options, and then coming to a final decision. I will send all that information in a follow up report, but when a client also makes a note of his or her "eureka moments", they stick with them more easily. 

 Tools that are used in my business. A very detailed knowledge of the body, my hands, adjusting techniques.   The tool used in my business by the best practitioners is Applied Kinesiology. With the use of AK I can find   and fix problems that most Doc's aren't even aware are there. The body knows everything that's going on   inside it and is more than willing to share the information, if you know how to ask the question and how to   interpret the answer. I got certified in AK 32 years ago because I Knew I could help so many more patients   with so many more different problems with AK. Less than 2% of all chiropractors do any AK at all, and a   small percentage of that 2% are actually certified. The certification course is a 100 hr course. I have over   450hrs of AK instruction and 32 years of experience.

People would assume that a Property and Casualty agent would have an insurance quoter.  The mandolin of my business is my CMS system.  This system allows me to see renewals, send Certificates of Insurance, and see where the gaps in coverage are for my clients.  It's one thing to sell a client, creating a relationship and excellent follow-up service is what keeps a client.

Clear communication is essential in real estate.  My clients and the vendors who help me support them expect me to be available via text, talk, and email.  My phone is considered a staple, but it is a critical tool in how I keep everyone informed and involved with every transaction that I manage.  I see other realtors who are dreaming up material for their podcasts and killing the social media "influencer" game, and I admire them for getting out there to embrace technology.  But to me, being the person to call people back (or text or email, whichever they prefer) still gives me an edge.  

Other tools that are a given:  MLS access, desktop software that allows me to create and publish ads for my sellers, email, and a great scheduling system / calendar. 

Tools used by me that most would assume would be my basic hand tools, refrigerant guages and multi meter. These are the basic tools I would say that would get my job finished. Everybody associates a technician to have a tool bag with these items or at least which items they have heard of. The unknown could be the specialty tools I have that not only point me to the direction of the problem but to tell you how in depth we need to be to fix the root  not just the symptom. I like many in my trade have swapped to a more digital form of diagnosis.  Old car mechanics say I cant work on new cars because its just a computer, well todays HVAC is the same. I can do more with a computer today than I can with a simple nut driver. What is the point to have access to technology if you dont use it. 

Most tools in my truck are the basic construction tools. Hammers, air guns, compressors, and ladders.The tools that we use that are specialized,  would be for muti story projects such as fork lifts or manlifts.

My business is tax preparation and consulting with clients on tax questions by clients.  The assumption in my industry is that all preparer can complete a regular 1040 correctly and file these with the IRS.

The Tax Axe prepares clients to understand the best ways to pay only what is legally due to the IRS.  This practice is memorialized by thoroughly understanding the whole financial picture of the client by in-depth conversations and intense listening.

These conversations reveal unseen tax savings opportunities which most clients are not aware exist.

The assumed tools for my business as a health coach are simple structured nutrition programs to suit my clients, valuable support, excercise programs to recommend for an array of capabilities and books for education.  Tools that the professionals use are conitnuous certifications, education in conscious leadership for mindset growth and keeping up with industry trends in order to support my clients in the best possible way.

Risk assessment tools are critical components for every financial advisor.  These tools help us to evaluate tolerance to risk for each of our clients and help us strike a balance between the pursuit of returns and the preservation of capital, aligning investment choices with individual preferences and goals. 

Data analytics plays a pivotal role, financial professionals harness the power of sophisticated software and algorithms to analyze market trends, assess risk, and create personal financial strategies.  These tools allow us to process vast amounts of information efficiently, enabling informed decision-making in the ever changing financial markets.  

Tools employed by financial advisors represent a convergence of technology, data analysis, and communication strategies.  Through these instruments, financial professionals strive to empower our clients to make informed decisions, navigate market uncertainties, and build secure financial futures.  As we continue to embrace technological advancements, these tools will play an increasingly vital role in shaping the landscape of financial advisory services. 

Since all indivuals and families are unique as it pertains to health insurance, I need to have lots of tools on my tool belt. I also need to understand underwriting guidelines and if a individual or family qualifies for an underwritten plan. Being licensed in multiple states I need to have knowledge of say the age limit for children to be on their parents plan, or whether a domestic partner qualifies for coverage. Knowledge is my most important tool.  If do not know an  answer I certainly know where to find it.

Assumed tools:

Website

Ease of contact through email, phone, or text

Tools Real Pros use:

Automated calendar access with appointment reminders

Customer portal to make it frictionless to take clients from initial consultation to first session

Resource page with tools and educational materials to equip clients for success and build knowledge

There a multitude of tools in my business that are assumed, such as pesticide applicators, a flashlight etc... But communication is the most effective tool I could ever use. This industry requires a relationship with all clients to inform of next steps in the process for treatments. My    clients love to know that they can reach out to me any moment with questions or concerns. Another tool that separates me from others in the industry, is my ability to customize services  that fits the need of their homes. I do this through detailed paperwork, our performance operations systems, and preparation guides that are easy to understand,and helps create the best solutions.

Tools that are Assumed

Calendar to set appointments

Smart phone to answer calls and make calls and for directions

Business Cards 

Website

Are used by real pros

A smart phone to video client practicing training behavior

Youtube Channel to share training videos

A portal for clients to download training material

A schedule of Social Media posts

A way for clients to schedule introductory calls

With today's technology, anyone can find a mortgage calculator online as well as find the average 30-year fixed rate. This is a great way to get a large ballpark estimate. However, the issues with that are there are many variables that are considered when determining someone’s rate and monthly payment. The other issue is that the posted average 30-year fixed rate is always a week or two behind and isn't accurate to where today's rate is. 

One final issue with the online mortgage calculators that I find to be major, is that they don't give you what other funds for closing that you need to consider besides a down payment. In a typical mortgage transaction, you have lender and attorney fees, prepaid interest, escrow account funding, and government fees which can add up to a significant amount.

I realize how important this is for my clients to know so I have an online mortgage calculator that I can customize specifically for them to give them an accurate estimate of what their monthly payment would be on a specific property. I have also developed a spreadsheet that I customize to give them an estimate of their monthly payment along with funds needed to purchase a property and different purchase prices. This leaves no surprises for my clients and they can confidently search for a new home knowing what the payment can be and how much funds may be needed to purchase it.

Like most insurance agents, I have a quoting tool that I use. I also utilize Medicare.gov a good bit. I also carry brochures and booklets to hand out to my clients and potential clients. Most like to see something visual, it makes the plans easier to understand. There are also a few charts and diagrams that I may hand out, 

Knowledge with all products and services to be able to customize or provide information on what would serve my clients better. With the bank industry, items do change periodically, so when a new product is presented, I do reach out to clients who I feel may benefit based on past discussions. But having an awareness of my clients and their financial needs is a crucial part to that success.