Effectively Providing Probate Services | Probate Mastermind Episode #379

Recorded Live on May 26, 2022

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

The coaches take some time to discuss general updates. Bruce gives some more information on the introduction to divorce leads and lets subscribers know about the new training for divorce leads that will soon be available.

02:19 Dialogue Strategizing

Chuck takes a moment to discuss the importance of filtering leads to take specific actions towards specific prospects. Direct mail campaigns, making calls, having conversations with PR, and tweaking the approach specific to folks in your specific market. Adapt to the people you are speaking to. 

11:15 How Recent are the Leads? 

A subscriber would like to know how recent the leads tend to be.  The coaches discuss the different aspects that go into acquiring leads and discuss the assurances made to make sure all leads are recent.

14:49 Probate Leads Conversion Rate

How well do probate leads convert with investors and realtors? The coaches have a brief discussion.

19:20 Helping with Inventory of Assets

A caller discusses his experience with cold calling in his area and how he came across the common issue of personal representatives needing help with handling the inventory of assets.

24:40 Initiating Contact with Personal Representatives

A caller would like to know what should be the initial conversation with a PR. Your goal should be to introduce yourself and what you do and gather as much information on their situation as you can. Offering a concierge type service handling anything during the probate process and proving to them you can help them reach their goals with your services is the goal.

27:00 Bundling Probate Services

Bruce discusses how to effectively create a list of probate services. Start with the essential ones and add on as you continue growing. Include everyone from contractors to handymen, estate sales, cleaning, financial advisors, probate attorneys, insurance agents, locksmiths, and more.

31:15 Charging for Vendor Partnerships

A caller from Houston is new to All The Leads and would like some tips and feedback on the possible ways to charge for the access to vendor partnerships.

50:35 How the Cash Advance Works 

A caller would like to know more about how the cash advance works. Tim gets into some basic details and refers everyone to the Probate Cash page of the All The Leads site.

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