Core7 Financial Professional
The step by step Core7 financial professional process from start to finish. Illustrating the detailed steps when a referral comes in during the purchase or refinance of a home and also building a full financial plan highlighted by the core 7 quarterly financial health checkup. Included are the fact finders, worksheets, well strategy analysis, the core 7 relationship builder, Scripts, copy and paste emails and much more. Module highlights: learn to run a fee based business based on the quarterly financial health check up, creating action plans and generating outgoing referrals for all of your partners.
Core7 Financial Professional
The step by step Core7 financial professional process from start to finish. Illustrating the detailed steps when a referral comes in during the purchase or refinance of a home and also building a full financial plan highlighted by the core 7 quarterly financial health checkup. Included are the fact finders, worksheets, well strategy analysis, the core 7 relationship builder, Scripts, copy and paste emails and much more. Module highlights: learn to run a fee based business based on the quarterly financial health check up, creating action plans and generating outgoing referrals for all of your partners.
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