The Annual Financial Review

"Circle of Referral"

Goal: Generate 3 Deals from Every Close client

•Answer any post-close questions

•Make sure they are in the right loan and have the right debt structure.

  • -Equity Education

•Are they receiving the home reports?

Creating Referrals from Close Clients:

"How is your home working out for you? Is it still suit your needs?

"How is your financial team working out?"

"Have you spoke with your CFP/CPA/Trust Attorney?"

"Do they know of any Friends, Family or Co-Workers that might be Buying or Selling?"


"Thank you for the privilege of helping you and being part of

your home-buying journey. Can I ask a favor?

When your family or friends ask questions about your

home-buying experience or real estate in general, will you let them know that

you “Got a Guy?”...that actually, you really have a Team.

Can you do that for us?

I really would appreciate it."

Let's Book Some Time to Talk!


© 2025 All Rights Reserved.

Kurt Raymond Kessler | NMLS #365130 | Barrett Financial Group, L.L.C. | NMLS #181106 | 2701 East Insight Way, Suite 150, Chandler, AZ 85286 | CA 60DBO-46052 & 41DBO-148702 Licensed by Dept. of Financial Protection & Innovation under the California Residential Mortgage Lending Act. Loans made or arranged pursuant to a California Financing Law License | Equal Housing Opportunity | Equal Housing Lender | This is not a commitment to lend. All loans are subject to credit approval. | nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/181106

Barrett Financial Group LLC | NMLS 181106

This is not intended to establish standards or requirements, Agents are advised to seek confirmation and legal guidance that reflects their specific state's regulations and Laws.