Blog Post #9 The Referral Success of my Core7 Members
Apr 09, 2018
MY FINANCIAL ADVISOR’S SUCCESS
JB: Alright. Let’s move on and discuss how your Core7 Financial Advisor did.
MM: Alright, great. Well, on top of the 50 referrals that he received from me the Mortgage Originator, our Financial Advisor received 9 solid referrals from the Accountant, as well as multiple referrals from the Real Estate Attorney, Estate Planning Attorney and the Property and Casualty Insurance Agent.
JB: I’m sure the referrals from the CPA and the Estate Planning Attorney included a few larger cases, as they work with business owners who need more planning.
MM: Yeah. Absolutely. Those are the big home runs, obviously.
MY P&C AGENT’S SUCCESS
JB: So, tell me about the P&C Agent.
MM: The P&C Agent received 53 referrals from the Mortgage Originator, Financial Advisor and the other professionals in the group.
JB: Yeah, I would think these are pretty easy handoffs, especially during a home purchase. Let’s talk about the Estate Planning Attorney. How did they do?
MY ESTATE PLANNING ATTORNEY’S SUCCESS
MM: The Estate Planning Attorney did fantastic. Our Estate Planning Attorney did Estate Plans for roughly 75% of the referrals that went to the Financial Advisor from all the professionals in the group. A key statistic that we came up with is the average yearly income for each individual in the group was about $60,000.
JB: That’s not a bad return for a $3,000 investment with Core7. (Cost is much lower now)
MM: Absolutely.
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