Probate Mastermind #144

Recorded Live on September 21, 2017

Call Summary:

  • New Subscriber shares his experience
  • How to approach historical probate leads
  • How to handle the “We’ve got it covered.” response
  • Can you list if the Public Administrator has not been appointed?
  • How to opt people out of mailings
  • We discuss call frequency and follow up
  • What info is included with leads and what stage of the process are they in?
  • How to know who is calling back
  • Probate Plus and ISA Service coming soon discussion
  • How do we charge for mail?
  • Should you ask vendors to share in marketing costs?

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