BONUS REFERRAL OPPORTUNITY
There is one more opportunity that all Core7 members should look out for, and that’s offering their services to companies.
MM: Yes, this is the one cross-sell opportunity that every professional in the Core7 needs to look for.
With every client, you...
THERE’S NO REASON TO BE AFRAID TO REFER
One of the things I’ve noticed is that there are people who are a bit fearful of referring because they think it reflects badly on them.
MM: Yeah. You know, many professionals refuse to refer because they fear the referral...
ACCOUNTANT PRIMARY REFERRAL TARGETS
Alright, so let’s review the Accountant now.
MM: Well, the Accountant as we all know has an incredible opportunity. Just like the Financial Advisor, they have the opportunity to refer almost every professional just from the organic nature of...
ESTATE PLANNING ATTORNEY PRIMARY REFERRAL TARGETS
MM: The next professional is the Estate Planning Attorney. The Estate Planning Attorney’s targets are very similar to the Financial Advisors. Again, they are in more of an advisory role, so they are viewed as more...
FINANCIAL ADVISOR PRIMARY REFERRAL TARGETS
Alright, now let’s do the Financial Advisor. I know it’s a little redundant to the others, but go ahead.
MM: Yeah. In my opinion, the Financial Advisor has the ability to give the most referrals of any of the Core7...
P&C INSURANCE AGENT PRIMARY REFERRAL TARGETS
JB: Yes, and once the Financial Advisor makes the plan, everything else falls into place. But you have to have that start with a plan. Alright, I want to talk about each individual professional now. Let’s start...
JB: Again, focusing on the primary targets. Alright Mark, let’s review the Financial Professionals. We’ll start with the Financial Advisor.
A FUNDAMENTAL PRINCIPLE RE: THE 4 FINANCIAL FOCUSED PROFESSIONALS (Financial Advisor, Estate Planning Attorney and...
R.E ATTORNEY/ESCROW OFFICER PRIMARY REFERRAL TARGETS
JB: That’s the base of the system in a lot of ways. Let’s talk about the Real Estate Attorney.
MM: The Real Estate Attorney is not in position to refer as much as some of the other professionals.
JB: ...
MORTGAGE ORIGINATOR PRIMARY REFERRAL TARGETS
JB: So talk to me now about the Loan Officer.
MM: The Mortgage Originator’s primary referral targets are the Financial Advisor and the Property & Casualty Insurance Agent.
There are four points with the...
REALTOR PRIMARY REFERRAL TARGETS
Let’s get focused. Let’s start talking about the Core7 Primary Referral Targets. Can you talk about the Real Estate Agent’s targets?
MM: Absolutely. The Realtor’s two primary targets that they are supposed to...
THE PRIMARY REFERRAL SCRIPTS
This is what the Mastermind Groups are all based on. It’s these specific referral points that each professional is held accountable for in the meetings. So, very simply, we insure that the right professional is referred at the right time in the right...
