Qualities of a Core7 Professional

DILIGENCE — Careful and persistent work or effort. 

Diligence is a necessity in any endeavor that you take. Diligence ties in with enthusiasm. It is difficult to be diligent about anything you are not enthusiastic about. 

Without diligence and hard work, a Core7 Professional will become lazy. Lazy is just another form of sloppiness. When you are sloppy, you miss the key details that can make all the difference for your clients and your business partners. There is no trick or easy way to accomplish something of value. Nothing good comes from taking the “easy road”, or going through the motions.

“What we hope ever to do with ease, we must first learn to do with diligence.” 
 Samuel Johnson 


BALANCE — An even distribution of weight enabling someone or something to remain upright and steady. 

Balance and being consistent controls emotions, and enables systematic consistent growth. When you don’t follow a system consistently your business is out of control, out of balance and sloppy. When things are done the same way each time with increased balance and consistency, it causes incremental growth and avoids any peaks and valleys. You will become consistently stronger over time.

Being consistent and executing the process creates a predictable and systematic outcome every time. Having balance avoids inconsistency in your business, in referrals to your partners and in adding value to your clients. 

Balance “the major work of the world is not done by geniuses. It is done by ordinary people with balance in their lives, who have learn to work in an extraordinary manner.”

” Without balance a life is no longer worth effort.”
– Olin Steinhauer 


ENTHUSIASM — Having or showing intense and eager enjoyment, interest, or approval. 

You have to love what you do in order to work hard and diligently as well as be good at what you do. If you lack enthusiasm for your job, you cannot perform to your best ability. Hard work and diligence are not possible without enthusiasm.

If you lack enthusiasm for your Core 7 group and the Core 7 system, you cannot perform at your best. You will have trouble having the “tough love” conversations with your client and your referral partners. These conversations are critical for their benefit. Hard work and working the system is not possible without enthusiasm.

“Nothing great was ever achieved without enthusiasm.”
– Ralph Waldo Emerson 


DETAIL ORIENTED — Fully aware of or sensitive to something small but important. 

Being aware of the small details that can make all the difference in the success of any system, particularly the Core 7 system, is critical.
It leaves nothing to chance, and limits mistakes and difficulties making things easier to execute successfully.

There are many small things in the Core 7 referral system that make all the difference between a good outcome or no outcome at all. Having a system where you can predict the outcome of almost every aspect of your business is very valuable. At Core7 we encourage learning the key details about your partner’s business to help you generate more referrals and to add more value to your clients. Each step in the Core 7 process has a specific purpose. At Core 7 we don’t want to take any chances on details that are important to performance. Everything possible that we think of that could affect the performance is taken into consideration. We don’t leave anything to chance. The relevant details, done right, are the foundation of Core7’s success. There is no single big thing. There are tons of little things that, if done right, and done consistently create maximum success. It’s easy to be lazy or sloppy when it comes to the details.

The difference between mediocrity and excellence is attention to detail.
– Sebastian J. Barbarito 


MUTUAL RESPECT (or respectful) — Mutual respect is the foundation for honesty, trust, and meaningful communication. 

This strengthens your team. You need to respect your entire team and respect what they do. When you respect someone, you give more effort to them and receive more effort in return. You can’t have mutual respect without emotional consistency. Mutual respect strengthens your team, and makes it so there are no favorites.

Having respect for your team and what they do makes you work harder at executing the system for everyone’s benefit. You will give everything you have when you respect someone. It also allows for candid professional dialogue during the feedback and the hot seat sections of your Mastermind group meetings. Mutual respect makes everyone equal and eliminates the food chain mentality that can sometimes happen with the Core 7 professionals which is never positive for your clients. Respect will also help you stay consistent with the Core 7 system. Respect leads to increased loyalty.
Mutual Respect 

When mutual understanding and respect are present, the spirit of synergy starts to develop.
– Stephen R. Covey 


ACCOUNTABLE — (of a person, organization, or institution) required or expected to justify actions or decisions; responsible. 

Being accountable creates predictability and consistency. That in turn creates trust. Accountability is necessary for high performance and results. When you are accountable you are accepting responsibility to do the right thing in all aspects of the endeavor or task.

Accountability in executing the specific actions of the Core 7 system is the most important part of the referral system. Being accountable to your specific referral partners at specific times in the process, done in a specific way is how your team wins, and most importantly, how your client wins. Accountability is a choice.

The right thing to do and the hard thing to do are usually the same.”
– Steve Maraboli, Life, The Truth, and Being Free. 


INTEGRITY — The quality of being honest and having strong moral principles; moral uprightness. 

Hold yourself to a higher standard, have higher values, and stay focused on the system. Be very principled with your team and your clients. Have concern for your clients and your partner’s interest above your own. Always seek to consider the merits of your clients and your partner’s needs.

In order to execute the Core 7 process to maximum efficiency, integrity and always doing the ethical thing for your clients and your business partners is demanded. You need to put their interest above your own. Be very principled with your team and your clients. Have concern for their interests, and their businesses. Results definitely matter, however individuals who are quick to quit in tough times, and will leave when there is a better chance at making money elsewhere, lack loyalty, allegiance, and commitment.

Integrity is doing the right thing. Even when no one else is watching.
– C.S Lewis 


DECISIVE — Settling an issue; producing a definite result. 

When everything is clear and definite regarding a plan or an outcome, it creates incredible certainty and transparency. Being decisive makes you intentional in everything you do.

C7- Core 7 professionals are committing to follow a system that produces a definite yes or no result. No client is ever forced into anything. However, they are being asked the specific questions that produce the specific desired Core 7 results. Belief in the decision to follow the system with integrity is one of the most important decisions in being a Core 7 professional.

“The only man who never makes mistakes is the man who never does anything.”
– Theodore Roosevelt  


LEADER — The action of leading a group of people or an organization. 

Leading your clients through a process as a guide and keeping them on the most efficient path to financial success and well-being is your job as a leader. It’s critical for this to be a trait of the Core 7 professionals because there will be people who will not let you lead or guide them. You need to be able to identify them and know that they could possibly affect the value and service you provide to your loyal clients and business partners. This keeps you intentional about your goals.

Showing strong leadership in guiding your clients through the process and not allowing them to deviate takes dedication, leadership, and most importantly, belief. As a leader you know the best way to navigate through the process to guide them to success and peace of mind. Also keep in mind that no leader can lead without good content.

A leader is one who knows the way, goes the way, and shows the way.” – John C. Maxwell

PREPARED — Make (something) ready for use or consideration. 

Being prepared is critical to providing the best advice and value to your clients, but also to (maximizing we) maximize the success of your collaborations with your partners. Being prepared always result in the best possible outcome. Weather (be) advising clients, attending meetings, making decisions or giving referrals to your partners.

C7- being prepared for your Mastermind group meetings and your 1 on 1 partnership planning sessions is critical to the success of your group. This means being prepared with your lead trackers, feedback and introduction for your partners, as well as doing the upfront research before advising a client. Being prepared is one of the most important aspects in having successful Mastermind group meetings, 1 on 1 partnership planning sessions, and advising your clients properly.

By failing to prepare, you are preparing to fail.”
– Benjamin Franklin 


BELIEF — Trust, faith, or confidence in someone or something 

Belief – to believe and have faith in something, you need to understand the what and the why of it. Belief will keep you focused and give you the patience necessary to make a difference. Good things take time. You need to believe you are doing the right thing.

C7- like enthusiasm, belief is necessary for executing the Core 7 system. You need to believe not only in the process, but also in your partner’s integrity and skill. Good things take time and commitment, like getting to know the process and getting to know your partners. It’s essential that you have faith in the belief you are doing the right thing. People who believe in themselves create belief in others. To ensure maximum belief in the Core 7 system, you need to keep focused on the end game and the value of your core team not only to your business but to your clients. This will keep you focused on consistent learning, and the execution of the system. At Core7 each professional plays a key role in the team’s success. Each member is there for a reason, a reason that in some way contributes to the group success and the clients success. Having a clear belief in all of this is vital to making it a reality.

Believing takes practice.“-Madeleine L ‘Engle  


CONFIDENCE — The state of feeling certain about the truth of something.  

Confidence – if you are clear on your purpose, the details of the system, and your goals regarding your clients and business partners, you will have the confidence to execute the system efficiently as well as be patient to stay focused on incremental, consistent improvement and results.

C7- being confident and trusting the system is required for Core 7 to be successful. Having confidence in your partners is also necessary. In order to have the entire group confident in each other you must communicate openly and give feedback candidly during your Mastermind group and one-on-one partnership planning sessions. You need to endure the process, and tenaciously pursue the skills that allow you to reach your own level and your team’s level of competency. Having confidence to stay focused and follow the process is a necessary trait in any endeavor. 

“What could we accomplish if we knew we could not fail.”-Eleanor Roosevelt 


PATIENCE — The capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. 

Patience – good things take time. The goal is incremental growth and consistent improvement over time. You need patience to stay the course and to stay diligent to follow the process. Keeping an eye on the big picture and staying focused on value to your clients and partners will give you the needed confidence to be patient.

C7- patience is required for you and your partners to learn the Core 7 process, the Core 7 Scripps, and the Core 7 referral systems to achieve incremental growth and success. To have patience you must also have belief and confidence that the Core 7 system will work as it is designed and that good things take time. The better you become at the course of the referral system, the more referrals you will get and the more value your clients will receive. 


COMMITTED — The state or quality of being dedicated to a cause, activity, etc. 

Commitment and integrity go hand in hand. Having integrity to always do the right thing will keep you committed to the cause.
Commitment is at the center of everything you do. It develops persistence and ambition which are critical to success.

C7- to follow any system is always a challenge. The key to staying committed to the Core 7 is believing and executing the system. That means attending each meeting, listening to the course 7 university modules, participating in the monthly Q&A sessions, preparing your lead trackers before each meeting, making introductions to clients and professionals to benefit your partner’s businesses, and putting your client and partners interests above your own. To do all this requires a strong commitment as in anything that can make a difference and an impact. 

Unless commitment is made, there are only promises and hopes; but not plans.”
– Peter F. Drucker 

“He that can have patience can have what he will.”
– Benjamin Franklin  


SUCCESS  — The accomplishment of an aim or purpose. 

Success – your purpose as a Core 7 professional is to help your clients and referral partners to reach their goals financially, and create better lives for their families.

C7- achieving success in the Core 7 system is helping your clients have a complete team of advisors, helping your clients protect their finances, and helping them reach their personal and family goals to achieve peace of mind regarding all things financial.

Helping your Core 7 partners improve their businesses in a predictable, systematic, and accountable fashion, having a “client first” business, and reaching the ultimate level of your professional competency is what we at Core 7 view as success. 

Success is most often achieved by those who don’t know that failure is inevitable.
– Coco Chanel, Believing in Ourselves: The Wisdom of Women 

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