Let's get started with the Primary Referral Targets for the Mortgage Originator. The 2 professionals that we have the Mortgage Originator focus on are, the property and casualty insurance agent and the Financial Advisor.
Now let me be clear, and this is for all Core7 professionals, this doesn't me...
YOUR CORE7 MASTERMIND GROUPS
My goal for the Mastermind Group I wanted to create was to have it be very structured where there was maximum accountability.
The Core7 Mastermind Group Format looks like this:
1) THE CORE7 COMMITMENT: A Code of Ethics that all members of the group agree to regarding ...
How a 1st Time Homebuyer can get his entire Financial Team together
You may have read this in the first part of the book. I am repeating it here to put a focus on what it is. So here it is again.
Let’s say the Realtor is working with a homeowner and the natural referral is to the Mortgage Consulta...
BEST PRIMARY REFERRAL SCRIPTS FOR THE P&C INSURANCE AGENT
P&C Agent To the Realtor AFTER THE PURCHASE OF A NEW CAR
Hi (Client's name),
It was a pleasure to speak with you. I hope you don't mind me bringing this up, but I always want you to consider me a valuable resource and have a team you can t...
Property and Casualty Insurance agent Next, we have the property and casualty insurance agent whose primary referral targets are the Real estate agent and the financial advisor.,
These strategies are also very similar to the estate planning attorney and the Financial advisor when it comes to introd...
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...
BEST PRIMARY REFERRAL SCRIPTS FOR THE ACCOUNTANT
Accountant To Realtor: To client who owns Multiple Investment Properties
Dear (NAME)
It was a pleasure to speak with you. I wanted to follow up because of the fact that you own multiple properties. I always want to be a valuable resource for you. Ho...
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...
