Line 8a- TAXABLE INTEREST- if you notice there is a lot of taxable interest in this section, there are many reasons your client could benefit from speaking to a financial advisor. The proper way to suggest this is like this "Mr Smith, there may be an opportunity to reallocate these funds into a more...

This lesson is going to address some very simple cross sell introductions that can be found on the first 2 pages of a tax return. So if you are an Accountant or any professional who requires a clients tax returns to do their job. This module will show some great ways to generate value and outgoing r...

Then there’s Saturdays accountability reminder.  Now you aren’t punching a clock. Let's call it Strategy Saturday.  Go through the accountability checklist for your profession and see if you are executing the system.  If you aren’t executing as well as you would like, then make a plan and hit Monday...

It’s Friday – Feel good Friday.  Share the love Friday.  Here is the prompting to send out some encouragement emails.  These are emails for the consumer and business professionals that you work with, that you can copy and paste and send as a nice touch to let them know that you are thinking of them....

Thursday is where the rubber hits the road.  The critically acclaimed Primary referral Target scripts.  Picture this, your week has been crazy so far.  You had all good intentions each day, but life just simply got in the way.  Then you get this email with easy cut and paste emails to send out to he...

Wednesday you get a reminder to reach out to your partner for the one on one that month.  Don’t forget, they are getting this as well.  Set the meeting.  It will be worth both of yours time.  There is also a link on Wednesday for our Q&A forum.  This is fluid and ongoing,s o be sure to check it out ...

Every Tuesday you will receive your Mastermind meeting Agenda reminder. This email reminds you that your meeting is fast approaching. This gives you the opportunity to go into that months assigned Mastermind Agenda and view the lesson that is assigned, and also which professionals you're paired with...

THE ACCOUNTABILITY REMINDERS

REMINDERS – Everyone needs them.  We all get busy.  Calls, meetings, uninvited interruptions.  We all get them.  This is why the Core 7 System created the Accountability reminders. 

Let's review each one that you receive on a daily basis:

Every Monday you will receive...

Now before we were review the Financial Professional’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 together.

These...

I hope you are finding value and following the system. Now let's review the Real Estate Attorney or Escrow Officer and their primary referral responsibilities.
We've highlighted the modules and timestamps to reference the key cross sell points in the Core7 Referral System On-line course. We encourag...

The 2 primary referral targets for the realtor are the mortgage originator and the real estate attorney or escrow officer.

Let's begin with the mortgage originator. The first referral opportunity is at the buyer meeting when the realtor is going through the buyer presentation. You can locate a copy...