Tag: Mark Maiocca

Core 7 Business Podcast

Michelle Limon brings 20 years of experience in both the Real Estate and lending fields as a top producer and manager, and today we had the opportunity to glean some valuable insight from her journey.  Michelle talks to us about the importance of finding a mentor, how she was able to rebound from a major professional pitfall, and shares some of the most valuable advice she’s ever received. You won’t want to miss this! 

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Core7 Podcast Episode 21

Professor Moc is back this week with special guest Chris Petrick, a financial advisor at Ameriprise Financial Services. Chris sheds some insight into why it’s imperative to have a well-rounded and well-briefed team when it comes to providing the highest quality service to your clients. Listen in to access an exclusive Core7 Freebie!

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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 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.

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Stay tuned for part two of this episode!

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


Laser Focus – We only focus on the Core7 Professionals. All of our research and effort will always be directed towards these 7 professionals and how they can best work together.

Predictability – Each professional follows a specific methodology, so that all referral points can be predicted with accuracy.

Systematic – The referral system is designed where the actions of all 7 members have a positive effect on not only the client but the rest of the Core7 Group as a whole.

Accountability – The Structured Mastermind Meetings and 1 on 1 Partnership Planning Sessions are designed to get right to the heart of the matter regarding referral points and referral responsibility.

CONSUMER BENEFITS MOST – The end result is Consumer-Focused. Referrals are exchanged between the professionals, but it provides the consumer a full team of professionals and financial protection in many areas that they may not have considered. Value and protection of the consumer is always Core7’s #1 Goal!

HUGE DIFFERENTIATOR AND UNIQUE VALUE PROPOSITION – Do you think your clients will find you more valuable than a competitor when you tell them that you are an expert in your niche, but you also have support from a dedicated team that they have access to as a resource for all of their financial needs? ( for example the ability to refer an accountant for specific tax advice, or a financial advisor to help create a budget to purchase real estate.) This is a huge advantage over the competition.


  1. THE CORE7 OATH – A Code of Ethics that all members of the group agree to regarding the way the group will function. This is read at the beginning of every Mastermind Group meeting. Core7 believes that the reading of this Oath converts members of the group from individuals into a team.
  2. WHAT’S NEW & POSITIVE & WHO DO I NEED TO MEET? – Positive Updates, and each member asks the group for introductions to individuals or professionals that will enhance their business.
  3. REFERRAL TRACKING – Based on the CORE7 Referral Methodology
  4. THE HOT SEAT – One member is selected to receive specific constructive feedback and council from the rest of the group.
  5. CORE7 LESSON – Core7 assigns a member to teach a lesson based on the Core7 Training Modules in Core7 University.
  6. SPECIAL GUEST – A Guest is invited to present. This can be a Core7 Professional or a Non-Core7 Professional
  7. Homework & 1-on- 1 Partnership Planning Sessions are Assigned – For Example- Realtor & Mortgage Originator to discuss ways to convert more Pre-Approvals into Closings, or Financial Advisor & Accountant to discuss opportunities from the front page of a Tax-Return. (15-20 minute Phone calls are suggested)