Keeping it Simple: The Power of Meaningful Conversations | Probate Mastermind #437

Recorded Live on July 13, 2023

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.

00:04:28 The Importance of Simplifying Business Processes

A discussion on the need to simplify business operations to increase efficiency, particularly in real estate and probate matters.

00:21:46 Building Relationships in Probate Real Estate

An exchange of thoughts on the crucial role of building solid relationships with clients, empathizing with their situations, and understanding their needs in the context of probate real estate.

00:32:13 Persistence in Contacting Probate Leads

A conversation about the appropriate frequency and timing of calling probate leads, highlighting the importance of persistence without being overwhelming.

00:40:19 Probate Process and Real Estate

Addressing inquiries about the intersection of the probate process and real estate, providing insights and clarifications on how the two areas intertwine.

00:49:14 Follow-up Strategies with Probate Leads

An exploration of effective follow-up strategies with probate leads, from the initial contact to post-appointment follow-ups.

00:55:24 Reaching out to Fiduciary Professionals

An inquiry about the approach to connecting with fiduciary professionals, with advice on joining boards and organizations to build a network in the probate real estate industry.

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