Jul 20, 2021
Mark Maiocca is the Founder of the Core7 Networking Groups, an organization that helps real estate, mortgage, tax, and other financial professionals create exclusive networking groups to generate referrals and add value to their partners. He is the author of the Amazon best-selling book, The Core7 (formerly titled What’s Your Rate?) and the ebooks How to Create a Core7 Mastermind Group and Core7 Book of Scripts. Mark, who has been a mortgage originator for more than 20 years, has generated hundreds of referrals to Core7 partners and has closed over $1 billion in loans throughout his career.
Mark joins me today to discuss the Core7 referral introduction and referral methodology and how it can benefit financial advisors. Mark shares what led him to develop the Core7 principles and networking group, and explains how the organization is structured to benefit each member. He also highlights why it’s essential for real estate professionals to keep financial advisors in their network and underscores the crucial role that financial advisors play in caring for real estate clients.
“If you’re a financial advisor who wants to work with lenders, the number one thing you can do to better their business is to introduce their realtors to your clients.” - Mark Maiocca
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About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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