THE ACCOUNTABILITY REMINDERS (Part 4)
Jul 12, 2018Thursday 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 help your clients and team members at the same time. Not only are you seen as a valuable resource to your client, but you feel accomplished and a productive member of your team. Now that’s a win/win.
Here is the Primary Referral Target Reminder Email:
Realtor
Realtor To Mortgage Originator for Pre-Approval
Realtor To Financial Advisor For Budgeting--More Than 3 Months Away
Realtor re-intro to Mort Originator when UAG & Intro To R.E Atty. or Escrow
Real Estate Agent- Equity Assessment Request
Mortgage Originator
Mortgage Originator to Fin. Adv. (FOR CLIENTS WHO CLOSED 1-3 MONTHS AGO)
Mortgage Originator-The Cash Flow Cross Sell to the Financial Advisor
Mortgage Originator Closing Cross Sell To Financial Advisor On A Purchase
Mortgage Originator Cross Sell To P&C Agent on a REFINANCE loan
Mortgage Originator Cross Sell To P&C Agent on a PURCHASE loan
Mortgage Originator-Outgoing Email Blast for Refinancing
Mortgage Protection Cross Sell Of Financial Advisor At Closing
Mortgage Review Request E-Mail
Real Estate Attorney/Escrow Officer
RE Atty./Escrow Closing Cross Sell To Financial Advisor On Purchase
R.E ATTY./ ESCROW Mortgage Protection Cross Sell Of Financial Advisor
R.E ATTORNEY/ESCROW OFFICER TO P&C AGENT-The P&C Intro At P&S Signing
R.E Atty./Escrow Cross Sell To F.A Rate & Term Refi (May not have advisor)
R.E Atty./Escrow Officer Financial Advisor Referral-REFERRAL GENERATOR
(R.E ATTY./ESCROW OFFICER SPECIFIC) Lunch & Learn Company Cross Sell
Financial Advisor
Financial Advisor Cross Sell Referral to The Estate Planning Attorney
Financial Advisor-Cross Sell Of Client Who Owns Multiple Investment Props.
Financial Advisor- Net Worth Cross Sell to Realtor
Financial Advisor Cross Sell to a Realtor For Those Who Don’t Own A Home
Financial Advisor To Refer a client to Introduce The Lunch & Learn program
Accountant
Accountant To Realtor: To client who owns Multiple Investment Properties
Accountant To Introduce The Corporate Lunch & Learn Program
Accountant To Refer The Financial Advisor: REFERRAL GENERATOR
Accountant To Refer The Realtor To clients who do not own a property
Estate Planning Attorney
Estate Planning Atty. To Refer Any Core7 Professional: Proactive Outgoing
Estate Planning Atty.: To Introduce The Lunch & Learn program
Estate Planning Atty. To The Financial Advisor: For Tax & Financial Advice
Estate Planning Atty. to Realtor: Equity Assessment to calculate Net Worth
P&C Insurance Agent
P&C Agent To the Realtor AFTER THE PURCHASE OF A NEW CAR
Property & Casualty Insurance Agent To the Realtor -NET WORTH CROSS SELL
P&C AGENT-The Insurance Renewal Cross Sell To The Financial Advisor
P&C Insurance Agent- Insurance Review Request
P&C AGENT-The Umbrella Policy Cross Sell to the Financial Advisor
ALL PROFESSIONALS
ALL PROFESSIONALS- Generic Referral-REFERRAL GENERATOR
All Pros To Refer Any Core7 Professionals: To Offer a Valuable Resource
All Pros To Refer Mortgage Pro: To Clients (Low Rates Refi-No Cost Email)
All Pros To Refer Accountant: Business Owner Specific Referral In October (OCTOBER)
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