Blog Post #24 BONUS REFERRAL OPPORTUNITY

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 the right time be asking for the opportunity to potentially speak with someone of influence at their company.  Being able to offer a Lunch and Learn workshop for the company’s employees is a huge opportunity, especially when you can approach these companies as a Core7 team that works together. 

Just a note, our Resource Center contains marketing, presentations that are specific for companies and it’s just something to always be looking out for. I want to make sure we mention that. 

JB:  Yeah, and all these materials are easier enough to print off from the Resource Center.  Everything is there to be able to do these presentations. 

Just think about being able to approach a company and offer a no-cost team of advisors for all their employees.  At a minimum, this is a resource that is valuable.  I agree with you 100%.