Financial Advisor

Before we were review the Financial Advisor's Primary Referral Targets , I want to cover a key principle that everyone needs to understand regarding the Financial Advisor, Estate Planning Attorney, the Accountant, the Property and Casualty Insurance Agent, and how they work...

BEST PRIMARY REFERRAL SCRIPTS FOR THE R.E ATTORNEY/ESCROW OFFICER

(R.E ATTY./ESCROW OFFICER SPECIFIC) Lunch & Learn Company Cross Sell

Hi (Client),
Congratulations again on your recent closing! Great to see you and the unit a few weeks ago! We really appreciated the opportunity to work...

R.E Attorney/Escrow Agent

The Primary Referral Targets for the Real Estate Attorney or Escrow Officer are the Financial Advisor and the Property and Casualty Insurance Agent.

Let's start with the Property and Casualty Insurance Agent. When reviewing the purchase and sale is a great time to make...

BEST PRIMARY REFERRAL SCRIPTS FOR THE MORTGAGE ORIGINATOR

 Mortgage Originator to Fin. Adv. (FOR CLIENTS WHO CLOSED 1-3 MONTHS AGO)

Hi (Borrower), 
It has been a while since we have last spoke, I hope you are doing well. 
My goal is to always be a valuable resource for you. I...

 THE CORE7 REFERRAL METHODOLOGY

The Core7 Referral Methodology is a unique methodology on how the 7 professionals can generate referrals that benefit the client. This methodology is based around the Primary Referral Targets. Each of these primary referral targets can lead to what we...

THE MAJOR CORE7 BENEFITS TO THE REALTOR THAT THEY ARE PROBABLY NOT RECEIVING

Now that the client has the Core7 team in place, talk about the benefits to the Realtor. 

MM:  That’s a great question Justin. Now, the way the Realtor benefits the most, is because the Financial Advisor,...

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...

THERE’S NO REASON TO BE AFRAID TO REFER

One of the things I’ve noticed is that there are people who are a bit fearful of referring because they think it reflects badly on them.  

MM:  Yeah. You know, many professionals refuse to refer because they fear the referral...

ESTATE PLANNING ATTORNEY PRIMARY REFERRAL TARGETS

MM:  The next professional is the Estate Planning Attorney.  The Estate Planning Attorney’s targets are very similar to the Financial Advisors.  Again, they are in more of an advisory role, so they are viewed as more...

FINANCIAL ADVISOR PRIMARY REFERRAL TARGETS

Alright, now let’s do the Financial Advisor.  I know it’s a little redundant to the others, but go ahead.

MM:  Yeah.  In my opinion, the Financial Advisor has the ability to give the most referrals of any of the Core7...

P&C INSURANCE AGENT PRIMARY REFERRAL TARGETS

 JB:  Yes, and once the Financial Advisor makes the plan, everything else falls into place.  But you have to have that start with a plan.  Alright, I want to talk about each individual professional now.  Let’s start...