past leads and business connections fuel even more opportunities. This partnership creates a perfect circle." ● Next step: "Would you be interested in a sample workshop outline or a case study of our partnership success? I'm eager to connect and explore possibilities." FOR NON-PROFIT CREDIT COUNSELORS ● Opening: "Hi [Counselor Name], I'm [Your Name] from [Your Company]. We offer a unique community project for local businesses. This program helps employees achieve their financial goals through education, continuous support, and crucial financial services. We call it the employee homeownership assistance program. This program provides financial coaching and budgeting tools for employees to become mortgage ready." ● Emphasize reciprocity and mutually beneficial outcomes: "This is a two-way street. I bring you buyers, and you unlock value for them with your expertise. Plus, your past leads and business connections fuel even more opportunities. This partnership creates a perfect circle." ● Collaborative approach: "I'm open to developing referral guidelines, co-hosting financial workshops, or even integrating your services into our program. Let's customize the partnership." ● Next step: Would you be available for a quick call to discuss clients’ needs and brainstorm how we can best collaborate? I'm excited to build a bridge between our services." Remember: ● Tailor the script to each professional's specific focus and challenges.
● Show genuine interest in their work and client needs. ● Be flexible and open to creative collaboration options. ● Make it easy for them to take the next step and engage further.
7. AGENTS INTRODUCING EHAP TO EMPLOYEES AND THEIR FRIENDS/FAMILY Goal: Realtors proactively introduce EHAP to employees and their networks. Key Points : ● Focus on benefits for employees: Frame EHAP as a valuable perk they should know about. ● Spark curiosity & relevance: Briefly hint at program benefits without overloading them with details. ● Emphasize accessibility & ease: Let them know it's easy to learn and share the program. ● Offer support & resources: Provide readily available materials and guidance for introductions. ● Show appreciation & reciprocity: Express gratitude for their help and offer future benefits.
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