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LOAN OFFICER & FINANCIAL ADVISOR PARTNERSHIPS
One of the most powerful referral relationships in business is the partnership between a loan officer and a financial advisor.
When done correctly, both professionals can generate consistent incoming and outgoing referrals while creating a better experience for the client.
We’ll cover:
* how to identify the right partners
* how to generate outgoing referrals
* how to create accountability between partners
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Core7 Certification
Learn how to build and run a Core 7 networking group that generates predictable, systematic referrals.
Inside, you’ll learn how to execute the Core 7 Referral System, run meetings, conduct one-on-one sessions, use referral scorecards, recruit the right professionals, and build your online client community with an automated recruiting system using AI.
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THE CORE7 TOOLBOX
Core 7 Toolbox
This section includes the tools you need to implement the Core 7 system.
Inside, you’ll find:
• Basic, Advanced, and Expert Workbooks & Agendas
• One-on-One Partnership Planning Worksheets
• Quarterly Referral Scorecards
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Core7 Coaching
You’ll discover how to:
Create a team of real estate, mortgage, tax, insurance, and financial pros who send you business.
Design a unique, repeatable sales process from referral to review.
Develop high-value partnerships between:
Loan officers and realtors
Loan officers and financial advisors
Master the Core 7 Diamond Plan, a roadmap showing how realtors, mortgage originators, attorneys, or financial advisors can work together to generate unlimited referrals and massive client loyalty.
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THE CORE7 RESOURCE LIBRARY
All the Tools, Resources, Videos, Scripts, E-Books, & MUCH MORE!!!
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