Core7 Bootcamp

Come to our in-person classroom style training regarding the entire Core7 Referral System. 

What you will learn:

The Core 7 Referral System is a comprehensive course and membership exclusively for Real Estate, Mortgage, Tax, and Financial Professionals.

 THE CORE7 PROFESSIONALS

  • The Real Estate Agent
  • The Mortgage Originator
  • The Financial Advisor
  • The Real Estate Attorney or Escrow Officer
  • The Accountant
  • The Property and Casualty Insurance Agent
  • The Estate Planning Attorney

Have you ever wanted to create a networking or mastermind group with scheduled lessons and assignments that produce predictable results, a clear focus on accountability to the group, a step-by-step format, and a systematic referral methodology?

The Core 7 Referral System is a comprehensive and specialized training where we help Core7 Professionals create structured mastermind groups to increase referral business and make an impact on the financial lives of their clients.What's included:

  • THE REFERRAL TARGET MODULES: Step by step instructions on how to run your mastermind group and to track the success of the referral relationships within the group.
  • THE CORE7 QUICK START CHECKLIST: Training to help members start creating awesome referral partnerships and impact the financial lives of your clients immediately.
  • PROFESSIONAL MODULES: A comprehensive industry-specific training from start to finish from our top Core7 Professionals.
  • MASTERMIND AGENDA FORMAT: A clearly defined framework which drills down on specific aspects of the system to maximize the success and efficiency of your mastermind group meetings.
  • 1 ON 1 PARTNERSHIP PLANNING SESSIONS: A more focused framework to increase the efficiency of working with each professional in your mastermind group. These meetings are structured to be more focused on the individual partnerships.
  • SYSTEMATIC AND ACCOUNTABLE REFERRAL TRACKING: Lead Trackers specific to each professional are sent out to monitor referral success.
  • REFERRAL REMINDERS: Referral script reminders specific to each professional are sent monthly, along with copy and paste emails.
  • RECRUITMENT LETTERS: Letters and presentation material to recruit the like-minded members who have similar philosophies so the referral methodology can be followed properly.
  • FULL RESOURCE CENTER: Emails, scripts, In-Process Templates, Presentation Material, Fact Finders, and much more.  

BONUS:

  • Membership Into Our Private Facebook Group
  • Referral Reminders
    • Referral script reminders specific to each professional are sent monthly, along with copy and paste emails
  • Ongoing Assignments
  • Eligible For Core7 Gold