Getting Ahead of the Competition During the Holiday Season | Probate Mastermind Episode #405

Recorded Live on December 01, 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.

04:00 Holiday Season Marketing

Bruce discusses the mindset needed to secure success during the holiday season.

12:00 Importance of Communication Consistency 

A subscriber shares a recent success she was able to receive through constant communications of the course of three months.

16:35 Workflow for New Leads

A listener asks the coaches for insight on the most efficient workflow when operating with new leads.

24:00 Effectively Using Probate Cash

The coaches briefly go over discussing options within Probate Cash that can significantly help PRs when funds are needed.

35:55 Developing Probate Lawyer Connections

The coaches discuss the process and attitude needed to create meaningful connections with probate lawyers.

49:00 Working with Difficult PR Decisions

A subscriber is dealing with a PR that has decided to handle important paperwork personally and would like insight on how to deal with situations where the PR may not be making the best choices for themselves.

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