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Core7 Podcast

In the second installment of this interview, join Mark Maiocca, founder of the Core7 Referral system, as he discusses the key to success behind Core 7: the Referral Generator.  In this episode you will learn:  

  • How referral targets work 
  • The difference between primary and secondary targets 
  • Specific tactics for reaching out to your clients to create referrals for your financial partners 
  • How a Core7 Mastermind Group operates and why accountability is crucial for the success of the whole 

 If you ever wondered what it might be like to be a member of the Core7 Referral system, you’re about to find out.  

Links and Resources from Today’s Episode

Core7 Podcast

In this episode, Mark Maiocca, Amazon-bestselling author of What’s Your Rate?: How to Buy a Home and Secure Your Financial Future At the Same Time and the creator of the Core7 Referral methodology and the Core7 Mastermind Group Format, delves into his journey to creating Core7 and how it has changed the way he does business. Tune in for an inside look at how Core7 operates, and why it guarantees to change the referral landscape for real estate, mortgage, tax, and financial professionals.

Links and Resources from Today’s Episode

Stay tuned for part two of this episode!

8 DAYS A WEEK
https://anchor.fm/core-7-business-anchorcas/episodes/Ep–71-8-DAYS-A-WEEK-e383i5

Financial Advisor To Refer a client to Introduce The Lunch & Learn program

Hi (Client’s name), 
 
I just wanted to touch base to let you know about a corporate benefit we have. 
Would it be possible to put us in touch with a decision-maker at your company (the owner, CEO, or human resource manager) who will allow my group to come in to discuss the financial benefits of {service you ore providing the client), we will give you (provide some value, such as a closing costs discount). 
Keep in mind that it is not necessary for your entire company to attend the workshop. You will receive (provide some value, such as a closing costs discounts) The workshop can take place at your place of business or at our offices. 
We call it a “Lunch & Learn” because we provide lunch for all who attend. Anyone who closes a loan with us from your company will also receive (provide some value, such as a closing costs discounts). 
I’d like to discuss this with you. When would be a good time to speak, and what number can I reach you at? 
 
Thank you so much for the opportunity to work with you. 
 

 

I thought you might enjoy this episode of The Core7 Anchorcast:

Ep. 72 PERMISSION TO REFER
https://anchor.fm/core-7-business-anchorcas/episodes/Ep–72-PERMISSION-TO-REFER-e3a7q4

Financial Advisor Cross Sell to a Realtor For Those Who Don’t Own A Home

Hi (Client’s name), 
It was a pleasure to speak with you. I wanted to follow up because I thought it would be advantageous to consider purchasing a property in the near future. The tax and financial benefits are excellent. How is your relationship with your Real Estate Agent who specializes in working with first time home buyers?

SLOW IT DOWN
https://anchor.fm/core-7-business-anchorcas/episodes/Ep–73–SLOW-IT-DOWN-e3c793

Financial Advisor- Net Worth Cross Sell to Realtor

Hi (Client’s name), 
It was a pleasure speaking with you earlier. I wanted to reconnect on something I feel is very important. 
It’s always valuable to accurately calculate your net worth. This includes knowing the exact value of your home, as your home value can fluctuate sometimes even more than other assets. 
How is your relationship with your Real Estate Agent who specializes in equity assessments?

MEAN JOE GREENE
https://anchor.fm/core-7-business-anchorcas/episodes/Ep–75-MEAN-JOE-GREENE-e3e862

Financial Advisor-Cross Sell Of Client Who Owns Multiple Investment Props.

Dear (__________), 
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 make sure I am always a valuable resource for you. How is your relationship with your real estate agent who specializes in investment property?  
I just want to make sure you have the best services available.

THE PROBLEM WITH TECH
https://anchor.fm/core-7-business-anchorcas/episodes/Ep–76-THE-PROBLEM-WITH-TECH-e3g38t

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 to introduce you to the estate planner on my team, would that be okay? 
This is a very important aspect in your financial plan, and I want to make sure that I am a valuable resource for you.

 
 
 

HOW MUCH DO YOU MAKE PER HOUR?
https://anchor.fm/core-7-business-anchorcas/episodes/Ep–77-HOW-MUCH-DO-YOU-MAKE-PER-HOUR-e3i07a

 
Estate Planning Atty. to Realtor: Equity Assessment to calculate Net Worth

Hi (Client’s name), 
It was a pleasure speaking with you earlier. I wanted to reconnect on something I feel is very important. 
It’s always valuable to calculate your net worth accurately. This includes knowing the exact value of your home, as this can fluctuate sometimes even more than other assets. 
How is your relationship with your Real Estate Agent who specializes in equity assessments? 
 
(IF NO RELATIONSHIP) 
 
I’d like to make the introduction to the agent on my team. There is no obligation. He/She will just need a few minutes on the phone with you, and will be able to provide us with a report with a property value that reflects the current market.

 
 

 


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