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The Problem With Technology & The Core7 Script Of The Day

THE PROBLEM WITH TECH
https://anchor.fm/core-7-business-anchorcas/episodes/Ep–76-THE-PROBLEM-WITH-TECH-e3g38t

Financial Advisor Cross Sell Referral to The Estate Planning Attorney

Dear (__________), 
It was a pleasure to speak with you. I wanted to follow up because I thought it would be advantageous to consider reviewing your estate plan. I’d like to introduce you to the estate planner on my team, would that be okay? 
This is a very important aspect in your financial plan, and I want to make sure that I am a valuable resource for you.

 
 
 

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