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Getting Back in the Probate Saddle + Campaign Tips and Tricks | Probate Mastermind Episode #356

Recorded Live on December 09, 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 Introductions

Jim and Tim share general updates about the podcast and ProbateCash. Bruce talks about leveraging your team and network. Chuck talks about the importance of being consistent with your marketing and calls and to follow what is taught in the Foundations Training. Jim Bruce & Chuck talk about the benefits of having someone call

15:39 I Have Saved Up Leads, Where to Start

Bruce suggests working your leads with a bookend approach by mailing and calling your newest first, then your oldest, eventually working your way towards the middle. Bruce and the caller discuss campaign strategies. Tim and Jim also offer valuable tips for working leads during the holiday season.

28:22 Trouble Getting Started and Feeling Stuck

Bruce breaks down how to get started and covers all the bases on setting up a campaign. Bruce then goes on to talk about good options for dialers that can also act as a budget CRM for call focused campaigns.

38:12 Probate Basics – What is an Executor?

Dalton calls in to ask about some probate terms and to get advice on a probate situation one of his clients is facing. The coaching team sends Dalton down the right road.

43:26 How to Get Back Into Helping People Going Through Probate

Maggie has taken some time away from the probate side of her business and wants to start working probate leads again. Bruce suggests that she can brush up on her probate knowledge by getting access to her previous mastery course and taking the Probate Foundation course.  

48:18 A Probate Story From Roger

Roger shares a story that should convince anyone to get their assets into a trust for their heirs.

51:52 How Follow Up With a Lead That Is Renting Out Their Property

Bruce suggests following up every 3 months and then shares some value first topic ideas for those follow ups.

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