THE MAJOR CORE7 BENEFITS TO THE REALTOR THAT THEY ARE PROBABLY NOT RECEIVING

Now that the client has the Core7 team in place, talk about the benefits to the Realtor. 

MM:  That’s a great question Justin. Now, the way the Realtor benefits the most, is because the Financial Advisor, the Accountant, ...

THE ENTIRE CORE7 REFERRAL SYSTEM IN ACTION: When a client buys their first home.

So Mark, we spent time going over every single facet of Core7.  Let’s bring this home.  Let’s see all this in action.    

MM:  Great.  Now the focus is only going to be on the primary referral targets for each profess...

BONUS REFERRAL OPPORTUNITY

There is one more opportunity that all Core7 members should look out for, and that’s offering their services to companies. 

MM:  Yes, this is the one cross-sell opportunity that every professional in the Core7 needs to look for.

With every client, you should always at t...

THERE’S NO REASON TO BE AFRAID TO REFER

One of the things I’ve noticed is that there are people who are a bit fearful of referring because they think it reflects badly on them.  

MM:  Yeah. You know, many professionals refuse to refer because they fear the referral could possibly create a bad refl...

ESTATE PLANNING ATTORNEY PRIMARY REFERRAL TARGETS

MM:  The next professional is the Estate Planning Attorney.  The Estate Planning Attorney’s targets are very similar to the Financial Advisors.  Again, they are in more of an advisory role, so they are viewed as more relational professionals and are...

FINANCIAL ADVISOR PRIMARY REFERRAL TARGETS

Alright, now let’s do the Financial Advisor.  I know it’s a little redundant to the others, but go ahead.

MM:  Yeah.  In my opinion, the Financial Advisor has the ability to give the most referrals of any of the Core7 professionals.  The uniqueness of the...

P&C INSURANCE AGENT PRIMARY REFERRAL TARGETS

 JB:  Yes, and once the Financial Advisor makes the plan, everything else falls into place.  But you have to have that start with a plan.  Alright, I want to talk about each individual professional now.  Let’s start with the Property & Casualty Agent.  W...

JB:  Again, focusing on the primary targets.  Alright Mark, let’s review the Financial Professionals.  We’ll start with the Financial Advisor. 

A FUNDAMENTAL PRINCIPLE RE: THE 4 FINANCIAL FOCUSED PROFESSIONALS (Financial Advisor, Estate Planning Attorney and P&C Agent)

MM:  Okay, great. Before we ...

R.E ATTORNEY/ESCROW OFFICER PRIMARY REFERRAL TARGETS

JB:  That’s the base of the system in a lot of ways.  Let’s talk about the Real Estate Attorney.

MM:  The Real Estate Attorney is not in position to refer as much as some of the other professionals. 

JB:  Yeah, they are really at the tail end o...

MORTGAGE ORIGINATOR PRIMARY REFERRAL TARGETS

 JB:  So talk to me now about the Loan Officer. 

 MM:  The Mortgage Originator’s primary referral targets are the Financial Advisor and the Property & Casualty Insurance Agent. 

There are four points with the Mortgage Originator refers the Financial Ad...

REALTOR PRIMARY REFERRAL TARGETS

Let’s get focused.  Let’s start talking about the Core7 Primary Referral Targets.  Can you talk about the Real Estate Agent’s targets?

 MM:  Absolutely.  The Realtor’s two primary targets that they are supposed to focus on are the Mortgage Originator and the Real E...