Tag: Core7

Dakota Riley reveals tools for a money mindset.

Mark Stiles hosts today’s episode with special guest Dakota Riley, a real estate professional at Keller Williams. Dakota reveals the rock-bottom moment that changed her career and the tools she used to develop an invaluable “money mindset.” Take a listen and be inspired!

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Interview with Brian Sweeney - Your Realtor for Life

Today Mark speaks with fellow Core7 professional, realtor Brandon Sweeney. Brandon explains how the use of social media kicked off his professional journey and why sitting at the “closing table” is never really the final chapter with a client. Brandon’s thriving Core7 mastermind group has an opening for a few more professionals. Could you be the right fit? Listen in to find out.

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Bruce Patz - Listen More Than You Speak

This episode’s guest is President and Founder of Associated Payroll and HCM Boston, Bruce Patz. Bruce shares with us how the networking landscape has changed over the years while revealing which business strategies have stood the test of time. Listen and learn how to know when you’ve “really made it.”  

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Today we chat with Justin Theriault, insurance agent at Liberty Mutual. Justin shares with us the importance of establishing connections early and often. Take a listen to find out what Justin wishes he knew when starting out, as well as why he’s found the Core 7 Referral System invaluable to his business.

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In this episode, we take a call with Robert Earle Coppola of Earle Coppola Real Estate. Robert tells us about his family real estate legacy and reveals the most valuable lessons that have been passed down from generations, as well as what he has learned through his own experience. Listen in to learn how Robert has elevated his family business to offer a truly unique experience for buyers and sellers alike. 

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Core7 Podcast

In the second installment of this interview, join Mark Maiocca, founder of the Core7 Referral system, as he discusses the key to success behind Core 7: the Referral Generator.  In this episode you will learn:  

  • How referral targets work 
  • The difference between primary and secondary targets 
  • Specific tactics for reaching out to your clients to create referrals for your financial partners 
  • How a Core7 Mastermind Group operates and why accountability is crucial for the success of the whole 

 If you ever wondered what it might be like to be a member of the Core7 Referral system, you’re about to find out.  

Links and Resources from Today’s Episode

Core7 Podcast

In this episode, Mark Maiocca, Amazon-bestselling author of What’s Your Rate?: How to Buy a Home and Secure Your Financial Future At the Same Time and the creator of the Core7 Referral methodology and the Core7 Mastermind Group Format, delves into his journey to creating Core7 and how it has changed the way he does business. Tune in for an inside look at how Core7 operates, and why it guarantees to change the referral landscape for real estate, mortgage, tax, and financial professionals.

Links and Resources from Today’s Episode

Stay tuned for part two of this episode!

How do you introduce your team when when speaking with a client? Or introduce the concept of your team? Here is my way:

“Mr Smith, can I tell you about the unique way that I work?”

“I always make sure I look out for all of my clients and their overall financial plan. I see it as the greatest value I can give you. So to make sure I do this, I have set up a team of resources to help you in all aspects of your financial well being.”

“You see, I am the expert in Mortgages, but I know enough to be dangerous in other areas. So I created this team that will collaborate on your behalf. “

“I may make introductions or suggestions during our discussion. There’s no obligation to do anything, but I will make the suggestions. I hope that’s OK?” “(IF YES- You now have permission to make as many referrals as you want).

“So let’s get started. Help me understand what’s most important about this mortgage financing to you?

(There are courses that dig deep into the details at https://core7.mykajabi.com/

Please excuse my grammar. I do not edit these posts.. Everyone’s time is to valuable. My goal is to get information out as quickly as possible.

Here are 3 reasons why you should pre-purchase a copy of my “Not yet released” book HOW TO CREATE A CORE7 MASTERMIND GROUP: EXCLUSIVELY FOR REAL ESTATE, MORTGAGE, TAX, & FINANCIAL PROFESSIONALS.

1) You get full access to the step-by-step formula quietly generating over $200,000 per year (so you can drive more prospects and customers to your business with the same easy-to-implement system)

2) You’ll get email & sales copy templates, of all the Cross-Sell Scripts for each Core7 Professional, so you can plug these tested strategies into your business to save time and money from day one.

3) You’ll receive a 49% Discount. DON’T FORGET TO PUT THE REBATE CODE C7EBOOK (all caps)

So… If you’re at all interested, or even just curious to discover what Core7 can do for your business, here’s where you can pre-order a copy. https://core7.mykajabi.com/

Outgoing referrals are the best thing a business partner can do to become valuable. Here are the top 4 scripts that can be used by all Core7 Professionals (REALTORS, MORTGAGE ORIGINATORS, CLOSING AGENTS, FINANCIAL ADVISORS, ACCOUNTANTS, ESTATE PLANNING ATTORNEYS, & P&C INSURANCE AGENT)


Hi (Client’s name),
It was a pleasure speaking with you. I wanted to follow up because I thought it would be advantageous
to consider (__________ )
How is your relationship with your Financial Advisor who specializes in  (______)?
This is very important and definitely something we should address as soon as possible.

To Offer a Valuable Resource

Hi (Client’s name),
How are you? I really value our relationship and want to be a valuable resource for you. Because I am so active in the market, I come across some really great professionals like (Core7 partner’s name and profession).
Please let me know if I can make an introduction. I think it will be an important benefit to you.
PS- There’s no obligation. I just want to make sure I am always providing value for you.

To Clients (Low Rates Refi-No Cost Email)

Dear (Client),
How are you?
Mortgage rates have staged a nice rally recently. There may be an opportunity to refinance and save some money. Many times this can be done with NO COST. Please let me know if you are interested in this timely opportunity, and I will refer you to my Core7 Mortgage Originator who specializes in Mortgage Management.

Business Owner Specific Referral In October

Dear (__________),

This is specifically for my clients who are business owners. Accounting and preparing Tax Returns for Business owners is very different than it is for individuals, as there are many details and opportunities that exist.
How is your relationship with your accountant who specializes in working with business owners?
Please let me know if I can make the introduction to an expert on my team?

Thank you