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Frequently Asked Questions


DO I QUALIFY FOR THE CORE7 SYSTEM?

You qualify for the program if you:

  1. Are one of the Core7 professionals (realtor, mortgage originator, real estate attorney/escrow agent, financial advisor, accountant, estate planning attorney, or property and casualty insurance agent)
  2. Looking for more referral business and are willing to follow a proven methodology and take leadership with your clients.
  3. Are looking to add more value to your clients, act with integrity, and always do what’s best for the client’s overall financial and life plan.
  4. Have no other conflicts in generating business and referrals for the other group members.
  5. Are willing to follow the oath which is the code of Ethics for all members of the group.

HOW MANY MEETINGS DO CORE7 MEMBERS HAVE PER MONTH?

  1. 1 full mastermind group meeting with all members (in person is recommended)
  2. You will be assigned one-on-one partnership planning sessions for more individual partnership focus (can be in person, by conference call, or by telephone)

HOW OFTEN DOES A CORE7 GROUP MEET?

Core7 meets once a month for the Mastermind meeting but there are also two scheduled one-on-one partnership planning sessions, which typically take about 15-20 minutes. These calls are great- they’re guaranteed to create stronger relationships.

HOW LONG DOES A MASTERMIND MEETING LAST?

On the agenda, we have 3 hours blocked out but typically meetings can last 1 and a half to maybe 2 hours, on average. Here’s how we look at it -you’re supposed to have scheduled meetings with business partners as part of your business anyway! With Core7 you get to have productive meetings with all six professionals in one sitting!

WHAT ARE SOME OF THE QUESTIONS ON THE 1-ON-1 PARTNERSHIP PLANNING QUESTIONNAIRE?

1. What do you think you would need to double your referral business?

2. What is your goal this week? This month? Or this year

3. Who would you like to be connected with?

4. What are your upcoming challenges or struggles

Asking these kinds of questions will develop better business partnerships and clearer communication.

HOW DO YOU EJECT PEOPLE FROM THE GROUP FOR NOT PRODUCING?

We designed the recruiting package to make sure all the right people getting your group right from the start. With screenings such as the Recruiting Webinar and the Director of Selections Questionnaire, it makes it almost impossible to add a professional it’s not going to add value.

WHAT IS THE BEST WAY TO HAND OFF A REFERRAL: CALLM TEXT, OR EMAIL?

Email, without a doubt. It takes the follow-up away because the professional giving the referral can send it and know right away in the response that the client and the person they referred are connected. We have copy and paste emails that make those introductions- it’s easy. No more lost business cards or missed calls!

I’M NOT COMFORTABLE REFERRING CERTAIN PROFESSIONALS – I FEEL THAT MY CLIENTS WILL THINK IT’S WEIRD. HOW CAN CORE7 HELP ME WITH THIS?

If the referral is introduced properly by following the system, your clients will love you for it! You’re putting them in a better financial position. As long as the process is followed, everything will go smoothly. We have never received push back for my client. Sure, some clients may say ‘no, thank you,’ but it is never weird or pushy!

ARE REFERRALS EXPECTED TO BE TIT-FOR-TAT?

No, it’s clear that tit-for-tat will not happen, however, if the methodology is followed, the referral numbers will be so much higher than the normal.

SHOULD I BUILD MY GROUP WITH NEW, OR EXISTING PARTNERS?

Start with your existing partners because you can double the referral business just by implementing some of the systems and processes of Core7. Your existing partners are going to be in favor of forming a group with you because you’re already working together and supporting each other.

HOW BIG IS AN EXCLUSIVE TERRITORY FOR CORE7 AND HOW MUCH DOES IT COST?

An exclusive territory is based on population. One territory is roughly 100,000 per zip code. Some territories may have slightly over 100,000, and some may have slightly under.

The cost is $600 per year for an exclusive territory – which is only $50 a month!

WILL I BE THE ONLY GROUP IN THE TERRITORY?

Yes!  There is a one-year commitment for exclusive Core7 groups

WHAT IF I HAVE A QUESTION THAT IS NOT LISTED IN THE FREQUENTLY ASKED QUESTIONS CATEGORY?

Most questions will be answered in the Training videos you will receive when you OPT-IN for the training.

WHAT MAKES CORE7 SO EFFECTIVE?

It is a mastermind group based on the 7 professionals that every individual should have working in a systematic predictable and accountable way.

It is all about teamwork. Most professionals try to own all aspects of a client’s financial plan, however, there is simply too much information to master to be a jack of all trades and have this benefit the client. It has to be a team where everyone is a specialist. In the Core7 Philosophy, we are not trying to monopolize the client or gain “Client Share”, we are trying to work as a team in the best interest of all of our clients.

WHY WOULD I NOT WANT TO JOIN CORE7?

  • if you are not committed to following the system exactly how it is designed.
  • if you are afraid to take leadership with your client and make suggestions that are for the clients’ benefit.
  • if you do not have a follow-up system to stay in touch with clients for the long term.
  • if you are not comfortable being candid and taking constructive criticism to improve your business.
  • if you don’t like to be held accountable for your actions

WILL CORE7 SELL ANY OF OUR INFORMATION TO THIRD PARTIES?

Absolutely not.


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