How Football Star Jerry Rice Relates to The Core7 Referral System & How The Estate Planning Attorney Can Generate Unlimited Referrals To All The Core7 Professionals


Estate Planning Atty. To Refer Any Core7 Professional: Proactive Outgoing

Hi (Client’s name), 
I hope you are doing well. 
I always want to make sure I stay on top of your financial situation, and with the changes going on in your life and financial strategy. There may be an opportunity to (save you money/update your Estate Documents/manage the value of your home). 
I would like to set up a five-minute phone conversation with you. I promise it won’t go any longer, unless you want more information. When would be a good time to speak?

Leave a Reply

Your email address will not be published. Required fields are marked *