Probate Mastermind #29

Recorded Live on June 18, 2015

All The Leads Probate Mastermind Call #29 | Probate Leads (https://www.youtube.com/watch?v=rmkat0_rPcQ)

Call Summary:

This call was done from the All The Leads world headquarters in Ft. Pierce, FL during our Q3 Strategy session.
Upcoming customer service and technology improvements
Talked direct mail again
Did some troubleshooting for members who aren’t getting the results they want.

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Understanding the tax implications and exploring the available strategies can greatly benefit your clients and help them make informed decisions.

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