$247.00 USD

 

AT THE CORE7 CERTIFICATION PROGRAM WILL COVER: 

1. Awesome Realtor & Mortgage Originator Partnerships

2. How Realtors Can Generate Unlimited Referrals From Financial Professionals (Financial Advisors, Estate Planning Attorneys, Accountants, & Insurance Professionals)

3.  How Financial Advisors  Can Create Awesome Referral Relationships With Their Real Estate Team (Realtor, Mortgage Originator, and Real Estate Attorney/Title Agent)

4. How To Run a Core7 Referral Group Meeting.

5. How Automated Sales Funnels Can Double Your production.

6. Your Perfect Prospecting Plan To Meet The Right Business Partners.

7. Creating Your Perfect Process From Referral To Annual Review.

10. How To Use a Core7 Networking Group As The Ultimate U.S.P To Meet The Best Business Partners.

& MUCH MORE!!!

 

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LOAN OFFICER & FINANCIAL ADVISOR PARTNERSHIPS

This course outlines how to create awesome Loan Officer & Financial Advisor Partnerships!

Here’s what’s included in the course:

  • How these partnerships typically work
  • The hurdles and the benefits of the Partnership
  • How to prospect for Financial Advisors (Scripts, Emails, & Letters included)
  • Interviewing the Financial Advisor (Questionnaire Included)
  • The Unique Meeting Presentation (templates, emails, forms, etc. included)
  • The Mortgage Review and the 2 questions to generate outgoing referrals
  • How clients benefit the most: full team collaborating on their behalf.
  • How Financial Advisors can be a Loan Officer's secret weapon in adding value to Realtor partners
  • The 4 Realtor Referral Opportunities for a Financial Advisor (All scripts and emails included)
  • The best way for Advisors and Loan Officers to help each other (introductions to other professionals)