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Probate Mastermind #143

Recorded Live on September 14, 2017

Call Summary:

  • A new subscriber asks what to do first.
  • What you can and cannot tell by looking at the data vs. speaking the the Personal Representative
  • What’s your pricing and how do I get access to training?
  • Role Play: Initial Conversation
  • How to find the right Estate Sale Company and Financial Advisor to partner with
  • How to use the CRM to make prospecting more efficient
  • How to make appointments stick

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