BUSINESS TIP: Feel Good Friday Emails. At Core7  we teach our professionals to send emails to their clients and business partners to let them know how much you appreciate them. Every Friday an email reminder is sent to remind our members to do that. Here’s what it looks like to a past client for example:

Dear Friend,

I just wanted to reach out and say hello. I want to let you know how much I appreciate our business relationship. I am very fortunate to have you as a client.

Thank you,

Simple…but effective!

GREAT QUOTE: “Victory is reserved for those who are willing to pay the price.” -Sun Tzu

TOP 5- NOT FINANCIAL: Who are your top 5 Rock bands? Here’s mine…..

  1. Led Zeppelin
  2. The Rolling Stones
  3. The Who
  4. The Beatles
  5. Aerosmith

SCRIPTING: Here is a great script that has been effective for me to set the table to be able to refer comfortably at my consultation with a client:

LOAN CONSULTANT: “Mr Smith, can i have your permission to give you a quick agenda of how the call will go?”

CLIENT: “Sure.”

LOAN CONSULTANT: “First i want to find out what is important to you about the home loan, and assess how real estate fits into your overall financial plan. Then I may make some introductions to some experts in other fields like Financial Advisors if that makes sense. There’s no obligation, and you do not have to speak with them if you don’t want to, but I may make the recommendation. Is that ok and does that make sense?”

CLIENT: “Sure.” (What kind of client would say no? Seriously….)

Then I go on with a few other items that we’ll discuss. The point is that many professionals are afraid to make referrals to their business partners, because they are worried the client will not like it. EVEN IF IT’S ADDED VALUE!!!!

This scripting gets permission and makes it easy.


Managers of real estate, mortgage, tax, and financial establishments. Core7 will conduct a presentation at your office or by webinar to explain the Core7 Referral Methodology, and How to create a Core7 Mastermind Group with their business partners.

Just the presentation alone will generate business. It will give your reps scripting, ideas, a format for the networking meeting, and strategies to increase accountability between partners.

The entire presentation is built around how the 7 professionals can work together systematically in a predictable, systematic, and accountable way, that most importantly benefits the consumer.

Here’s How we do it:

1)We obtain a headcount of the representatives who will attend from your organization.

2)We then provide them the materials and swipe copy invitations to invite invite their business partners to attend.

3)Then we present our unique Core7 Referral System to illustrate how they can work together to generate more accountable win/win relationships that benefit the consumer. The positives of this presentation for your teams will be invaluable. Let us know and we can send you more information regarding The Core7 Referral System.


Core7, Core7 Referral System, financial advisors, Insurance, Insurance Professionals, Mark Maiocca, Mark Stiles, Mortgage Originator, Networking Groups, Realtors, Referral Generator, referrals, scripts

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