Author - Chad Corbett

5 Note-Taking Tips for More Effective Customer Interactions

Note-taking is something that nearly all people take for granted. Even students sometimes have trouble knowing how and when to take notes. Today, I thought we’d look at how effective note-keeping is beneficial to you and your clients.

  • Use pen and paper: It may seem a bit unusual in this day and age to recommend such an old fashioned way to take notes but using this form can be quite practical. First, taking notes by hand is natural for most people. Second, you may be meeting with a client or lead in person where it is just more practical to take notes while he/she is speaking.
  • Transcribe your notes as soon as possible: There are several reasons you should no delay in transcribing your notes. First, the sooner you begin transcribing your notes into a useful form the clearer the context of those notes will be in your mind. Second, if you do not get back to your notes immediately, you may even find parts of your own writing to be illegible. (It does happen.)
  • Write down key concepts instead of full sentences: Transcribing every word of what someone else is saying is extremely difficult for most people. Note taking is much more effective when you write down the key concepts of what your client is saying and supplement that with an occasional quote or full sentence. After all, concepts are easier to remember than full sentences.
  • Elaborate after the call/meeting: Think of note taking as a guide to gaining even more information from your client. In other words, your notes should be short and concise and you should follow up with your client so that he/she can elaborate on what you discussed in necessary. administrator
  • Use the Cornell Method: This note taking method involves dividing your note paper into three sections. The first section contains questions and the main topic. The second section contains your actually notes. The final section is a summary of the notes you have taken.

You never want to learn about the necessity of taking effective notes from your clients through a bad experience customer experience. It could cost you money and make you seem unprofessional as a business person. (After all, you do want to have to ask your client to repeat information that he/she has given you multiple times.) Our probate property training will not only provide you with a vetted probate lead list, it will also help you with your ROI as you gain more knowledge that can help you and your clients.

5 Common Mistakes an Executor or Administrator can make During Probate

It’s no surprise that people who have recently suffered the loss of a loved one can feel a bit overwhelmed by the events that take are going on around them. And generally, when one is overwhelmed one tends to make mistakes. Thus, it is quite common for executors to make mistakes during the probate process that can affect him/her and you as a probate real estate investor. What follows below is a list of common mistakes that executors make that can be costly if not avoided.

  • Distributing assets too soon: One of an executor’s main jobs is to approve creditor claims and pay creditors as well as to distribute assets to the beneficiaries. However, estates do not always have enough assets to do this is an efficient manner. When this is so, creditor’s claims need to be prioritized so that the requirements of the law are still met.
  • Not taking to time to learn about the probate process: This is where you can add value to your clients. While you cannot litigate for him/her, your knowledge of the probate process will help you and your potential client to arrive at a mutually beneficial outcome.
  • Waiting too long to begin the probate process: By waiting too long to seek out an attorney and respond to the probate process, creditors and heirs may become impatient. Moreover, taxes will begin to build up the longer an executor waits. This can be quite a touchy subject for your client since they will understandably need time to grieve. executor
  • Falling to prepare an accurate inventory of assets: Preparing an accurate inventory of the deceased person’s assets including real estate, jewelry collections, etc., is a necessary part of an executor’s job. Failing to do so could prolong the probate process and lead to legal complications down the road.
  • Marketing real estate too late: Some executors wait too long to market the real estate that is under their charge. Ideally, administrators or executors should try to solicit offers for real estate as quickly as they are legally able to. This is where your expertise can come in handy and where your opportunities arise. Just be sure to approach your potential clients tactfully.

For your potential clients the probate property process is bound to be confusing and bit scary. For you it should be as familiar as the back of your hand as it can be when you take our probate property courses. That and our listing leads will put you well on the way to growing your business.

5 Celebrity Estate Planning Disasters and What You Can Learn

They say that every mistake that a person makes in life presents an opportunity for that person to learn and to grow so that the mistake is not repeated. This goes only for the living. When the mistake involves matters of estate planning and probate, there are no do-overs. The result of poor planning or lack of planning can be disastrous to the living. As a real estate professional, you should be familiar with how estate planning can go wrong. Here are 5 celebrity estate planning disasters and the lessons that the living can learn from them.

  • Howard Hughes: The fight for the Hughes estate went on for years. At the time of his death the billionaire businessman and aviator had an estimated worth of 2.5 billion dollars which would be more than 11 billion dollars in today’s money. Eventually, a fake will did turn up. That will has come to be known as the “The Mormon Will.” It led to lengthy court battles involving the states of Nevada, California, and Texas. Finally, a large part of the disputed money from his estate went to the Howard Hughes Medical Institution with some of it going towards relatives and attorneys. It was not settled until 2010. The lesson to be learned here is that when a will is not made, the result can be litigation that lasts for years.
  • James Marshall Hendrix (Jimi Hendrix): The virtuoso rock guitarist and member of the infamous 27 club – a group of famous musicians who all died at the age of 27 – left no will as his death was unexpected. He did leave behind a long list of relatives who predictably squabbled over his estate for years after his death.
  • Tom Clancy: Eight million dollars is on the line since the late novelist was unclear as to who should pay the taxes on his $82 million estate. Should Clancy’s trust pay his estimated $16 million IRS bill or should his children? The lesson here is that when wills are left they should be clear and unambiguous.
  • documentsPaul Walker: This star of the Fast and Furious movies died unexpectedly at age 40. And even though he did have the forethought to leave a will before he died, he did not update it as one should after major life events such as the birth of a child, marriage, etc. His father has had to open his estate worth $25 million in assets in probate court.
  • Casey Kasem: The legendary voice actor and host of American’s Top 40 radio program, died in 2014 after family members battled for years over his medical care. As proof of how ugly things can get between survivors, his relatives accused Jean Kasem – his wife – of actually murdering him. If this were proven to be true Jean Kasem would be stricken of her inheritance under California’s slayer statute.

Quite frankly, very few of your clients’ relatives will die with billions of dollars in their bank balance. However, that does not mean that the above cases cannot be instructive. As someone who specializes in probate property you should know all aspects of the field and what happens in worst case scenarios. We can give you that information you need and supply you with vetted, real estate seller leads as well to help your business prosper in the New Year. Here’s hoping that 2020 is awesome for your business.

5 Ways to Expand Your Small Business

The late Kasey Casem used to say at the end of his weekly Top 40 broadcast, “Keep your feet on the ground and keep reaching for the stars.” Well, this is advice all small business owners should follow. They should remain rooted in reality while still thinking ahead to possibly growing and expanding their business. How do you do it? Below are 5 effective expansion tips you can use to successfully grow your small business

  • Utilize a customer management system (CMS): If you have multiple customers it can be a bit confusing, not to mention cumbersome, to keep track of them all. This is where a customer management system can come in handy. Programs like QuickBooks can help you with the accounting end of things while cloud-based software like SaleForce can help you with the marketing side of your expanding business.
  • Improve your homepage: A well-designed webpage allows the search engines to find your site easier. Not only that, it also makes it easier for customers to contact you, navigate your site and sign up for your service. Additionally, a page that has effective SEO also places higher in search engine rankings. Thus, you should always be working on your page in order to reap the above benefits.
  • Build an email list: This is essential for any business that wishes to expand. Email lists are vital for keeping in contact with current customers and for seeking out new opportunities as well. Moreover, there are plenty of companies that can help you manage your list as it begins to grow.
  • Partner with others to help with your expansion: As we’ve said in the past, you will need to partner with others in order to grow your business and to be able to serve your customers in ways your competitors are not able to do.
  • Increase your business’s visibility: Although you want to resist the urge to run your business completely through Facebook, you do want to increase your online presence as much as possible in order to let people know you are out there. This is helpful even if you have a brick and mortar location. small business

Perhaps you are working alone with no one to help you outside your network of professionals such as probate attorneys, bankers, etc. Well, you can add us as a part of that network by purchasing our listing leads and by taking our probate courses. These tools will help you as you plan your growth.

5 Tips for Managing Leads and Growing Your Sales in the New Year

A New Year is nearly upon us. This means that if your business was booming last year then you will naturally wish to do everything you can to maintain your pace and improve if possible. On the other hand, if you had a less than record breaking year then it means you have a chance to start all over again. But how do you do this? First, you do so with the knowledge that you will gain from our online instruction. Second, you can do so with our vetted property lead list. Finally, you can grow your business by properly managing those leads. Hopefully, these 5 lead management tips will help you make 2020 your best business year ever.

  • Follow up! Even when you do have list of vetted probate property leads, you will have to keep yourself uppermost in the minds of the people who can use your services. This means contacting and keeping in touch with your leads. It also means sending out automated messages to remind people that you are there for them should they have further questions or need more guidance.
  • Use client relationship management (CRM) software: Client relationship software can help you by streamlining your sales process and by improving your customer interactions. This technology can also help you stay connected with customers and increase your profitability.
  • Contact your leads right away: Contact all your leads within 48 hours of acquiring them if possible. Studies have shown that contacting leads quickly can produce higher closing rates than if a business person waits too long to do so.
  • Learn as much you can about your leads: Start by learning as much as you can about your leads, who they are and what value you can bring them. By nurturing a relationship with them, it will be much easier to convince customers that you can help them in achieving their goals.sales
  • Track your results: Find the best way you can to track the success of your contacts. There are a number of free and paid ways for you to track all kinds of sales related metrics online.

Start the New Year off with this resolution – 2020 will be a better year than 2019 for your business. Then follow this up by purchasing our probate lead list and taking our courses on how to use these leads effectively.

5 Tips for Breaking out of a Sales Slump

Everyone who sales any product or service goes through a slow period. Most of us – even master salespersons – go through periods when we are on fire at certain times to periods when our efforts just don’t seem to be paying off. That’s just the nature of the beast. At times like these, it takes a little self-reflection to figure how to get back on the right track. What can you do at such times? Here are five tips that may help you get out of a sales slump.

  • Don’t give up: Remember that every salesperson goes through down periods. If you experience such a period remember this and forge ahead with your efforts. Resist the temptation to throw your hands up and conclude that all is hopeless. Seldom is this the case.
  • Review your account list: You should do this anyway to see who may have slipped off your radar but during slow times it is even more essential to review your contacts. See if there are people on your list that you have not communicated with in some time and attempt to re-establish a connection.
  • Purchase new leads: If your current client list does not prove to be fruitful, try purchasing and following up on fresh leads. Our real estate leads for sale have been vetted and are ready for you to explore.
  • Take a refresher training course: Everyone needs help from time to time. There is no shame in this fact. At slow times, seek the guidance of people who may be able to give you a new perspective and more information that may help you recharge your batteries. Our courses help by giving you knowledge about the probate process that your clients will find invaluable. We also have archival video conferencing calls that will expand your knowledge.
  • Take a break: If you are due for a holiday – and even if you are not – consider taking a break and clearing your mind. Place yourself into new surroundings and try not to focus on the business for a time. You may come back to it with renewed energy and a fresh perspective.probate

In the end, you are responsible for your slump, and only you can change it. However, like every human being on the planet you may need help from others. Our real estate leads list can help you reverse your fortune and start you out on the road to recovery but only if you are open and willing to take this journey with us.

Common Questions Probate Real Estate Agents are Asked

As a probate real estate agent, most of your clients will depend upon you to be a repository of knowledge. That is what our knowledgebase is all about. We seek to give you all the knowledge you need about probate property and the probate process to make it easier for both you and your clients. This knowledge is contained in our course and in our archival conference call database. However, clients will also want to know that you are the right person to help them. As such, you may be asked some of the following questions as they screen you for the value you may or may not be able to bring to the table.
Qualifying Questions
• Have you sold real property through probate or trust before? You should be truthful here as you should be with all your client’s inquiries. If the answer is yes, then give them detail and show how you helped other clients in the past. If the answer is no, then try to convince your client why they should still take a chance with you.
• How long have you been selling probate and trust real estate? Most people going through probate quickly discover how complicated this area of law is. That is why your clients will prefer to deal with seasoned agents who have spent several years in the business. Moreover, most clients know that strong negotiating skills – which will be put to work on their behalf – come with time and years of practice.
• What sets you apart from other agents? Here, clients are often look for a record of satisfied customers, effective communication and diverse marketing skills. If you cannot explain what sets you apart from the competition you could be driving potential clients away. Therefore, you should give this question careful thought so that you will have an answer ready.
• Do you have a list of references? Always meticulously maintain a database of all your business contacts. In the case with past clients, be sure to communicate with them and ask if they would be willing to give you a positive reference of your services.
• How do you market probate and trust properties? You should always have a probate marketing plan at your disposal. This plan should include how you plan to turn vetted listing leads – which we can provide – into clients, and how you will promote the property in question.
In short, stumbling on any of these critical questions could cost you clients. Clients are entitled to the right agent who can guide them through the probate process and provide them with the answers to these and other important questions. Of course, you can’t know everything as a real estate professional but the wider your knowledge base is and the more confident you are about your abilities, the better off you will be. Let us help expand your knowledgebase and provide with the tools to grow your business.

5 Simple Tips for Building Your Professional Network

Many hands make light work, or so the saying goes. And while this may be true, when it comes to probate marketing, many hands also help make you more efficient. It also allows you to be of greater value to your clients. Because as we have discussed in the past, your marketing efforts will not only involve you reaching out to people who are going through probate, it will also involve you interacting with attorneys, bankers, etc. Thus, you will have to know how to build and maintain a network of professionals who can supplement your strengths. If you’re looking to broaden your network and advance your career, these networking tips will help you do just that.

  • Look at who you already know: Some of the alliances you may need to form may be people who are already close to you such as former employers, friends, family, neighbors, and community members. Just be sure that they can add value to you and can help you achieve your selling goals.
  • Know what you bring to the table: Your appeal for a partnership will be more enticing if you can demonstrate to other professionals that you bring something to the table that they can profit from. When it comes to probate, this is knowledge of the process which we can give you with our probable marketing course along with the best real estate leads of any site online.
  • Remember you’re building a mutually beneficial relationship: In biology the term is symbiosis. This is a relationship between two organisms that benefit both. Demonstrate to your business contact that you can help them achieve their business goals as well as they can help you achieve yours. Moreover, remember to stay in contact with these professionals from time to time in order to grow this relationship.
  • Develop a social media presence: Social media has revolutionized the way all professionals connect with one another. By joining and maintaining a presence on popular social media sites such as LinkedIn, Facebook and Twitter you will be able to identify and be identified by professionals who can increase the value clients can derive from your services.
  • Keep records: Always keep records about those whose services you used and who might help you in the future. This will make it easier to contact these professionals when needed and help you personalize communications when you do reach out to them.networking

The English poet and cleric John Donne famously wrote, “No man is an island.” What he meant is that the world is built upon relationships between people. You will find that your work will be much easier when you embrace this idea and use your skills to develop and grow your professional network. We can be a part of that network by providing you with vetted probate leads and the knowledge to use them effectively.

5 Surprisingly Simple Ways to Nurture Leads and Increase Sales

Not even the best leads are necessarily ready from day one to become customers. It takes a skilled and knowledgeable salesperson to be able to nurture leads through every step of the sales process. In other words, the purpose of lead nurturing is to educate the prospect and build their awareness of the value you can create for them. What are the ways to nurture leads and increase sales? Here are five proven techniques tried and tested by top salesmen and women.

  • Follow up promptly: If you say that you are going to follow up with a client do it and do so quickly. This can be via phone, email or marketing material just make sure that you do not overwhelm your lead with emails, calls, etc and that he/she lead has enough time to digest the information you do provide.
  • Send personalized emails: When it comes to establishing a relationship with clients, personalized emails are the way to go. In fact, a study by Experian concludes that personalized emails generate more responses and create greater revenue for sales persons than generic emails.
  • Provide your leads with valuable information: Effective lead nurturing requires that you be able to provide your contacts with proof that the services that you can provide can help them. For this, you will have to have a deep knowledge base yourself when it comes to the probate process. We can widen your knowledge through our Probate Mastery© Training and our archival video conferencing calls.
  • Offer a discount of your services: People love to feel as if they are getting a bargain. Therefore, offer your leads a discount if you can. Moreover, offering a discount can sometimes help you to re-engage with leads with whom you have lost contact. If you are able to discount your services or give your lead some extra incentive for using your services, you may even gain a valuable referral in the future.
  • Address your leads pain points: This involves active listening. Learn why your lead is hesitant so that you can address his/her concerns. This will take confidence and a mastery of the probate process.sales

The process of lead nurturing sounds complicated, but really isn’t especially if you have carefully vetted probate real estate leads to begin with. Our company provides this and the knowledge you need to use these leads effectively. We are one of the most complete real estate lead generation companies on the Internet. Just remember that a buyer’s journey is not necessarily a straightforward path that he/she travels alone. You must often guide your prospect along the way.

5 Common Mistakes Executors an Administrator or Executor can Make During Probate

Law is one of the most complex fields of study there are. For this reason most people find legal processes to be daunting. And when it comes to the probate process even the most organized and reliable among us can be overwhelmed with the sudden responsibilities of the probate process and the complexities of the court system. Thus, many of your clients will be prone to making mistakes that could cost them. Therefore, it may help you to know some of the most common mistakes executors and administrators make when facing the probate process.

  • Waiting too long: It often takes months to resolve all the issues involved in an estate. For that reason alone the faster an executor or administrator begins the process the better. Moreover, waiting too long can cause problems to develop such as the accumulation of taxes and creditors and beneficiaries growing impatient and becoming more demanding.
  • Failing to keep accurate records: Keeping accurate records is an extremely important part of being an executor or administrator. Yet, many executors fail to keep these records. Such records include estate appraisals, tax forms, and expense vouchers. Ultimately, by failing to keep accurate records executors and administrators can end up delaying the final disposition of the estate.
  • Not maintaining the property: Another important but often overlooked part of an administrator or executor’s job is to maintain the property for which they are responsible. This is critical to the probate process since the state the property is in will directly influence whether it is to be sold or passed down to a beneficiary.
  • Failing to hire an estate planning attorney: It is a huge mistake to not retain the services of an experienced estate planning attorney. For choosing an inexperienced estate planning attorney or an attorney who does not even specialize in this area of the law can increase an executor or administrator’s expenses considerable and cause errors to occur in the probate process.
  • Ignoring the beneficiaries: Beneficiaries don’t often just go away. In fact, a beneficiary has the right to challenge an executor or administrator if he/she does not keep the beneficiary informed about what is happening.Filling out probate court documents

These are just a few mistakes that executors and administrators can make during the probate process. There are others such as calculating estate taxes incorrectly, distributing assets too soon, failing to prepare an accurate inventory of assets, etc. Our course on probate real estate investing will teach you all you need to know to help guide patients towards an outcome that will benefit both of you. That, coupled with our real estate leads for sale, will give your business greater value and larger profits.