Below are your primary referral Target Scripts and copy and paste emails. Select the referral script under your profession and contact your clients who can benefit. (Edit to customize for each client if necessary) OR make a personal phone call.

These are the scripts used in a Core7 Networking Group.

Financial Advisor Cross-Sell Referral to The Estate Planning Attorney

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

Financial Advisor- Net Worth Cross-Sell to Realtor

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

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

Generic Referral – REFERRAL GENERATOR

To Refer Any Core7 Professionals: To Offer a Valuable Resource

To Refer Mortgage Pro: To Clients (Low Rates Refi-No Cost Email)

To Refer Accountant: Business Owner Specific Referral In October

Customer Outreach Script