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SCHEDULING THE CORE7 ACTION PLAN REVIEW

 

REFERRALS DURING THE MORTGAGE PROCESS

THE CASH FLOW ANALYSIS

DIRECT REFERRALS

THE CORE7 T.O.A REVIEW

THE WEALH STRATEGY ANALYSIS

THE CORE7 ACTION PLAN

SCHEDULING THE CORE7 ACTION PLAN REVIEW

REVIEWING THE CORE7 ACTION PLAN

REVIEWING PRODUCTS

CORE7 QUARTERLY FINANCIAL REVIEW

THE CORE7 RELATIONSHIP BUILDER

FINANCIAL ADVIOR REFERRALS FROM THE FIRST 2 PAGES F THE 1040

HOW A FTHB ETS THEIR WHOLE CORE7 TEAM TOGETHER

 

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