How One Monthly Meeting Keeps My Referral Network Running Like a Machine"

I just wrapped up a Core 7 meeting, and I wanted to share a few highlights—not as a pitch, but as a real reflection of what makes these sessions so valuable for anyone in real estate, mortgage, tax, insurance, or finance.

These meetings only happen once a month. They're tight, efficient, and focused. We don’t just talk—we connect, learn, and grow in a way that’s hard to find anywhere else. Here’s what stood out this time.

Starting with Structure

Every meeting kicks off with a quick reminder of the format and expectations. It’s not about strict rules—it’s about making sure everyone’s on the same page, so we can get the most out of our time together. This structure is what allows everything else to run smoothly.

1. What's New and Positive / Who Do I Need to Meet?

This is always one of my favorite parts of the meeting. Each professional shares something new and positive in their business. We keep it focused only on the good—no venting, no negativity. It keeps the energy high and solutions-focused.

Then we shift into two key questions:

• What type of client would you like to meet?
  This is where each member asks the group for introductions. A realtor might ask to meet buyers and sellers who are moving simultaneously. A financial advisor might want to connect with families planning for college. Everyone gets specific.

• What type of professional would you like to meet?
  This one goes deeper. It works because of the trust in the group. As a mortgage originator, I shared that I was looking to meet more real estate agents. The realtor in our group referred me to two agents in his office he thought would be a good fit. No fear, no scarcity. Just abundance. The mindset is: helping each other helps everyone.

2. Referral Tracking That Actually Works

The Core 7 system has a referral methodology that’s built into the meeting itself. We don’t just talk about referrals—we track them, review them, and make sure there’s follow-through.

Each professional has a framework for when and how to refer. As a mortgage originator, I have key moments to refer my clients to the financial advisor: at pre-approval, at closing, two months post-closing, and during the annual mortgage review. It’s clear, consistent, and expected. Every profession has its own system like this.

3. Bringing Guests with Purpose

Each meeting includes a guest, and we’re encouraged to invite someone with intention. Core 7 provides tools and emails to help with this.

This month, we had a divorce attorney join us. Think about that for a second. Divorce attorneys are key referral partners for realtors, mortgage originators, financial advisors, and more. It’s a perfect example of why guest participation isn’t just a formality—it’s a business-building opportunity.

And it’s not limited to professionals in the real estate or financial world. A business owner, electrician, or startup founder could benefit from connecting with a financial advisor, accountant, or estate planner. Every guest adds something new to the room.

4. One-on-One Partnership Planning Sessions

After the group meeting, each member is assigned a one-on-one partnership planning session for the month. These aren’t random coffee chats. Each one comes with a topic and structure to make sure it’s a high-value meeting.

It’s a simple but powerful way to deepen relationships between partners and improve how we serve clients—together.

Final Thought

There’s a lot of noise in the networking world. A lot of disorganized meetups, surface-level conversations, and wasted time. This was not that.

This was one meeting, once a month, with seven professionals who share clients and systems—and who are committed to growing their businesses by supporting each other.

If you’re in real estate, mortgage, tax, insurance, or financial services, you might want to look into how something like this could work for you.

No fluff. Just results.