This product is included with the purchase of The Core7 Referral System.

The step by step Core7 financial professional process from start to finish. Illustrating the detailed steps when a referral comes in during the purchase or refinance of a home and also building a full financial plan highlighted by the core 7 quarterly financial health checkup. Included are the fact finders, worksheets, well strategy analysis, the core 7 relationship builder, Scripts, copy and paste emails and much more. Module highlights: learn to run a fee based business based on the quarterly financial health check up, creating action plans and generating outgoing referrals for all of your partners.what's included:

REFERRAL DURING THE MORTGAGE LOAN PROCESS:

1. Steps for handling referrals during the mortgage loan process
2. Referral scripting and value opportunities. Including The Cash Flow Analysis and The Relationship Visualization Question (R.V.Q) 

THE CORE7 CASH FLOW ANALYSIS:

1. How to conduct a Cash Flow Analysis during the mortgage loan process
2. Key aspects to focus on to assist your Core7 Partner

DIRECT REFERRALS:

1. Working with a client AFTER the close of a mortgage loan, or when referred directly
2. Value Creation: Leadership, Relationship, Creativity
3. Relationship Visualization Question (R.V.Q) Scripting

THE CORE7 T.O.A REVIEW:

1. Next steps after the R.V.Q (Relationship Visualization Question)
2. How to organize the input and information from your client using The T.O.A (Threats, Opportunities, & Advantages Tool)
3. Creating the foundation for the Action Plan

THE CORE7 WEALTH STRATEGY ANALYSIS (W.S.A):

1. Step by Step review using the Wealth Strategy Analysis. Including scripting to introduce your Core7 System, your Core7 Team, and your unique process
2. This module reviews each question in detail with possible responses to each

THE CORE7 ACTION PLAN:

1. How to use the information in the R.V.Q (Relationship Visualization Question) and the T.O.A (Threats, Opportunities, & Advantages Tool) to create The Core7 Action Plan
2. Tools to create a Strategic Action Plan: The Action Worksheet & The Action Letter to present the information
3. Step by Step review of each document with scripting 

SCHEDULE THE CORE7 ACTION PLAN REVIEW:

1. Scripting and Emails to assist in making the appointment to review the Core7 Action Plan

REVIEWING THE CORE7 ACTION PLAN:

1. How to review the Action Plan
2. Conveying your value and asking for the business
3. Introducing your Quarterly Financial Review (Q.F.R)
4. Implementing Financial products

REVIEWING PRODUCTS:

1. Implementing the products in the Core7 Action Plan
2. Scheduling your Quarterly Financial Review (Q.F.A)
3. Set Financial Goals

CORE7 QUARTERLY FINANCIAL REVIEW:

1. Step by Step review of The Quarterly Financial Review (Q.F.R) and it's overall benefit to the client
2. Why you should be a FEE BASED Financial Advisor
3. The Quarterly Financial Review (Q.F.R) is the foundation and Unique Selling Proposition of The Core7 Financial Professional Process

THE CORE7 RELATIONSHIP BUILDER:

1. All the key Information needed to build your database
2. This working document that will deepen your relationships with your clients.

BONUSES:

Financial Advisor Referrals From The First 2 Pages Of A Tax Return: 
There are so many easy referral introductions to a financial advisor from the first two pages of a tax return. In this module, we walk through each opportunity and give multiple options to use "the referral generator". This module contains great strategies for any professionals who work with personal tax returns. (accountants, mortgage originator, insurance professionals, etc.)