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 the personal phone call.
Mortgage Originator to Fin. Adv. (FOR CLIENTS WHO CLOSED 1-3 MONTHS AGO)
Mortgage Originator-The Cash Flow Cross-Sell to the Financial Advisor
Mortgage Originator Closing Cross-Sell To Financial Advisor On A Purchase
Mortgage Originator Cross-Sell To P&C Agent on a REFINANCE loan
Mortgage Originator Cross-Sell To P&C Agent on a PURCHASE loan
Mortgage Originator-Outgoing Email Blast for Refinancing
Mortgage Protection Cross-Sell Of Financial Advisor At Closing
RE Atty./Escrow Closing Cross-Sell To Financial Advisor On Purchase
R.E ATTY./ ESCROW Mortgage Protection Cross-Sell Of Financial Advisor
R.E ATTORNEY/ESCROW OFFICER TO P&C AGENT-The P&C Intro At P&S Signing
R.E Atty./Escrow Cross-Sell To F.A Rate & Term Refi (May not have advisor)
R.E Atty./Escrow Officer Financial Advisor Referral-REFERRAL GENERATOR
(R.E ATTY./ESCROW OFFICER SPECIFIC) Lunch & Learn Company Cross-Sell
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
P&C Agent To the Realtor AFTER THE PURCHASE OF A NEW CAR
Property & Casualty Insurance Agent To the Realtor -NET WORTH CROSS SELL
P&C AGENT-The Insurance Renewal Cross-Sell To The Financial Advisor
P&C Insurance Agent- Insurance Review Request
P&C AGENT-The Umbrella Policy Cross-Sell to the Financial Advisor