BEST PRIMARY REFERRAL SCRIPTS FOR THE ESTATE PLANNING ATTORNEY     

Estate Planning Atty. To Refer any Core7 Professional: Proactive Outgoing

Hi (Client's name), 
I hope you are doing well. 
I always want to make sure I stay on top of your financial situation, and with the changes going on in you...

Estate Planning Attorney

Now let's review the Estate Planning Attorney. The Primary Referral Targets for the Estate Planning Attorney are the Realtor and the Financial Advisor. To refer the realtor, the process for the Estate Planning attorney is almost identical to the process we use for the Fina...

Accountant

The Accountant, like the Financial Advisor, the Accountant has so many opportunities to refer. The key point to monitor at the Mastermind Meeting   is for the accountant to stay focused on their Primary Referral Targets.

The huge advantage that the Accountant has is a mandatory annual ...

BEST PRIMARY REFERRAL SCRIPTS FOR THE FINANCIAL ADVISOR

 Financial Advisor Cross Sell Referral to The Estate Planning Attorney

Dear (__________), 
It was a pleasure to speak with you. I wanted to follow up because I thought it would be advantageous to consider reviewing your estate plan. I'd like ...

Financial Advisor

Before we were review the Financial Advisor's Primary Referral Targets , I want to cover a key principle that everyone needs to understand regarding the Financial Advisor, Estate Planning Attorney, the Accountant, the Property and Casualty Insurance Agent, and how they work toget...

BEST PRIMARY REFERRAL SCRIPTS FOR THE R.E ATTORNEY/ESCROW OFFICER

(R.E ATTY./ESCROW OFFICER SPECIFIC) Lunch & Learn Company Cross Sell

Hi (Client),
Congratulations again on your recent closing! Great to see you and the unit a few weeks ago! We really appreciated the opportunity to work with you an...

BEST PRIMARY REFERRAL SCRIPTS FOR THE MORTGAGE ORIGINATOR

 Mortgage Originator to Fin. Adv. (FOR CLIENTS WHO CLOSED 1-3 MONTHS AGO)

Hi (Borrower), 
It has been a while since we have last spoke, I hope you are doing well. 
My goal is to always be a valuable resource for you. I was reviewing your Mo...

R.E Attorney/Escrow Agent

The Primary Referral Targets for the Real Estate Attorney or Escrow Officer are the Financial Advisor and the Property and Casualty Insurance Agent.

Let's start with the Property and Casualty Insurance Agent. When reviewing the purchase and sale is a great time to make t...

The Mortgage Originator

Let's get started with the Primary Referral Targets for the Mortgage Originator. The 2 professionals that we have the loan officer focus on are, the property and casualty insurance agent and the financial advisor.

Now  let me be clear, and this is for all Core7 professiona...

BEST PRIMARY REFERRAL SCRIPTS FOR THE REALTOR

Real Estate Agent- Equity Assessment Request

Hi (CLIENT NAME) 
The reason I am reaching out is because in reviewing property values, I noticed that we have not done an Equity Assessment to evaluate the appreciation or depreciation of your property. I w...

 THE CORE7 REFERRAL METHODOLOGY

The Core7 Referral Methodology is a unique methodology on how the 7 professionals can generate referrals that benefit the client. This methodology is based around the Primary Referral Targets. Each of these primary referral targets can lead to what we call the Referr...