fbpx

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

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?

Leave a Reply

Your email address will not be published.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


© COPYRIGHT 2021