Now before we were review the Financial Professional’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...
I hope you are finding value and following the system. Now let's review the Real Estate Attorney or Escrow Officer and their primary referral responsibilities.
We've highlighted the modules and timestamps to reference the key cross sell points in the Core7 Referral System On-line course. We...
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...
THE PRIMARY REFERRAL SCRIPTS
This is what the Mastermind Groups are all based on. It’s these specific referral points that each professional is held accountable for in the meetings. So, very simply, we insure that the right professional is referred at the right time in the right...
THE REFERRAL GENERATOR
JB: Talk to us about this idea of a referral generator. That’s a key element to the entire Core7 System.
MM: Yeah. The Core7 System, if it was based on one thing that would be it. The Referral Generator is a question that...
JB: Alright, could you comment on the accountability of the system? So, where I think the real value for Core7 comes from is the accountability. I mean you know what to expect, and that doesn’t happen that often.
MM: That’s correct Justin. The Core7...
MY FINANCIAL ADVISOR’S SUCCESS
JB: Alright. Let’s move on and discuss how your Core7 Financial Advisor did.
MM: Alright, great. Well, on top of the 50 referrals that he received from me the Mortgage Originator, our Financial Advisor...
JB: That’s excellent. Now what I find amazing is how many referrals you were able to give to Realtors and CFPs by working the system. How many referrals were you able to give out by working the system?
MM: Thank you for asking that question. I work really...
So Mark, you execute Core7 to a tee. Tell us about the amount of business you received from your Core7 team.
MM: Yes Justin. As a Mortgage Originator, my particular Core7 group was responsible for $250,000 of my income in the past year.
JB: ...
Let’s segue now, straight into the Core7 Referral System. So this system is created specifically for Core7 professionals and how they work together in a systematic, predictable and accountable partnership.
Now I know from our conversation that the system was created...
