Welcome To the Cause!

I am very excited to welcome you to the Cornerstone Team! We are excited to help you grow mentally, spiritually and in your career.

GET STARTED

Cornerstone Mission Statement

To create the environment where people can reach their personal, financial, and spiritual goals.

3 easy steps to start with Cornerstone and help you evolve whether you are full-time or part-time.

STEP 1: Licensing

If you need to get licensed, I have CC’d Andrew Cabrera, our licensing manager, who is going to help you with getting your license. We cover the pre-licensing fee ($200-$300), so you don’t have to. The course should take you 2-3 weeks to complete. We recommend booking your exams prior to starting the course so you stay focused and pass in a timely manner.

STEP 2: Onboarding

Whether you are here part time or full time, to better help you, your assigned management will walk you through and review the following attached files:

The Cornerstone Manual

The Cornerstone Manual is a great explanation of the who, what, where and how Cornerstone functions. As you move through our process, you’ll be sure to have a few questions.

About You About Me

The About You About Me Fact Finder is the complete 4-page info gathering worksheet you will use to gather personal information on potential new clients during their first meeting.

6 Steps for Success

Winning is intentional and on purpose. There are 6 Steps for Success that we feel help you get to your next level.

Fact Finder Questions

The Fact Finder Questions are great questions to ask your potential new clients during meetings. Knowing what questions to ask potential new clients will help meetings run more successfully.

Top 25 List

This is our basic worksheet for keeping you organized.

Client PowerPoint “CPP”

The Client PowerPoint (AKA “CPP”) is what you will use during your first meeting with potential new clients. Practicing and role playing the CPP presentation with your team will help you learn how to have effective first meetings with potential new clients.

Mission Statement/Core Values

Cornerstone Logo

Planning

Planning is different from client to client. You will use Short and Long Action Plans to plan client cases. Schedule time with your assigned management to give you hands on training so you can start to learn the planning process.

STEP 3: Training

3 Trainings We Can’t Wait for You to Plug Into

Every other Monday:
9:30am-5pm- Planning, Pending, Pipeline at Hyatt House

Hyatt House Parsippany/Whippany
1 Ridgedale Avenue North
Whippany, New Jersey 07981

Cornerstone University: Every Other Monday

6:30pm-7:30pm – Cornerstone University

1st Friday of the Month: Grinder University

9am – 10am via zoom