Uncategorized – Core7 Networking Groups

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.

Permission To Refer & Script Of The Day: Financial Advisor Cross Sell to a Realtor For Those Who Don’t Own A Home

Written by Core7 on August 19, 2019. Posted in Uncategorized. Leave a Comment

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?

Script Of The Day: How A Financial Advisor Can Refer A Realtor At Every Meeting & Why To Slow It Down.

Written by Core7 on August 16, 2019. Posted in Uncategorized. Leave a Comment

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?

Core7 and Mean Joe Greene & The Script Of The Day: Financial Advisors Referring Clients Looking To Buy Investment Properties.

Written by Core7 on August 15, 2019. Posted in Uncategorized. Leave a Comment

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 Technology & The Core7 Script Of The Day

Written by Core7 on August 14, 2019. Posted in Uncategorized. Leave a Comment

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 Podcast & Realtor Referrals From The Estate Planning Attorney

Written by Core7 on August 13, 2019. Posted in Uncategorized. Leave a Comment

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.

The Only Email An Estate Planning Attorney Needs To Generate Unlimited Referrals To Their Financial Advisor Partner

Written by Core7 on August 12, 2019. Posted in Uncategorized. Leave a Comment

Estate Planning Atty. To The Financial Advisor: For Tax & Financial Advice

COPY & PASTE THE TEXT BELOW (Make Edits As Necessary)

Dear (NAME),
It was a pleasure to speak with you. I wanted to follow up with you because there are many tax and financial considerations involved in an estate plan. How is your relationship with your financial advisor who specializes in estate planning? This is a very important aspect that we should address as soon as possible.

GET OUT OF YOUR HEAD
https://anchor.fm/core-7-business-anchorcas/episodes/Ep–78-GET-OUT-OF-YOUR-HEAD-e3k1vt