Script Of The Day: How A Financial Advisor Can Refer A Realtor At Every Meeting & Why To Slow It Down.
SLOW IT DOWN
Financial Advisor- Net Worth Cross Sell to Realtor
Hi (Client’s name),
It was a pleasure speaking with you earlier. I wanted to reconnect on something I feel is very important.
It’s always valuable to accurately calculate your net worth. This includes knowing the exact value of your home, as your home value can fluctuate sometimes even more than other assets.
How is your relationship with your Real Estate Agent who specializes in equity assessments?