May 20 (edited) • Start Here
Real Estate Pros referring Financial Advisors
One thing I realized over the years is that mortgage originators, closing attorneys, and title agents sometimes have a hard time adding value after the transaction other than just providing great service.
And don’t get me wrong — great service matters.
But I found some success using scripts like this before certain closings because it created another layer of value for the client while also helping open up the financial advisor pillar for our real estate and mortgage partners.
In my opinion, financial advisors are one of the most underrated referral sources on the real estate side of the business.
Most professionals don’t think about building that relationship strategically.
But when Realtors, mortgage originators, closing attorneys, insurance professionals, accountants, and financial advisors work together correctly, the client wins.
Here’s a very simple script a real estate attorney or title agent can use near the closing:
“Hi (Client Name),
Congratulations! There is one more thing we should discuss that I think is extremely important.
Now that you've closed, your loan information becomes public record, so you're probably going to get bombarded with Mortgage Protection Insurance solicitations.
We feel it is very important that you speak with a reliable, reputable advisor on this. I'd like to have someone we know and trust give you a call. They will be a valuable resource to you, and it will be time well spent.
Would that be okay?”
That’s it.
Simple.Professional.Helpful.
But here’s the important part…
This type of conversation creates value for:• the client,• the financial advisor,• the Realtor,• the mortgage originator,• and the closing professional.
It also helps create long-term referral relationships instead of one-time transactions.
This is the type of scripting and relationship strategy we teach through the Core7 Referral System.
If you'd like to learn how to generate more referrals through strategic partnerships and better client conversations, reach out to me.
And if you'd like access to our FREE Master Script Checklist with scripts for:• Real Estate Professionals• Mortgage Originators• Financial Advisors• Insurance Agents• Tax Professionals• Closing Attorneys and more…
Send me a message and I’ll get you the information.
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Real Estate Pros referring Financial Advisors
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