New Service Announcement: Probate ISA/Virtual Assistant Program | Probate Mastermind #332

Recorded Live on June 17, 2021

These episodes are recorded as a live Question and Answer Mastermind with participation from agents and investors across the country. Thanks for tuning in, and don’t forget to subscribe for future episodes!

Call Re-cap:

00:00 and 33:37 Probate ISA/Virtual Assistant Program

Jim and Bruce share general updates. In particular, Bruce describes a new ISA/Virtual assistant program he is launching that will include ongoing training and a hybrid independent contractor model.

11:24 What To Do When A Lead Engages, But Rushes Off The Phone

Rick was making outbound calls and had a brief engagement with a lead while they were driving.  They aren’t a dead lead, but the conversation did not involve as much discovery as normal.  What’s a good way to follow up with a lead you’ve had some engagement with, but didnt get to do enough information-gathering to know what problems and solutions are relevant?

22:56 Using Letters of Intent to Win Emotional Commitments

Beth shares a win, and then an almost-win that slipped away.  After working with a family while they were waiting to get letters of testamentary from the probate court, the family signed a listing agreement with another agent. How can Beth get ahead of this next time?

28:35 TCPA and Liability for Outbound Calling via ISAs/Virtual Assistants

Beth and Tim discuss TCPA regulations and what liabilities and risk might apply to outbound dialing by virtual assistants.

30:04 and 35:44 Direct Mail: Copy and Envelopes

Joe, Tim, and Bruce discuss ideas for improving open rates and response rates for direct mail campaigns.

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