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
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?