New Service Announcement: Probate ISA/Virtual Assistant Program #332Katt Wagner
Probate Mastermind Episode #332 | Recorded Live on June 17th, 2021.
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!
Jim and Bruce share general updates. In particular, Bruce describes a new ISA/Virtual assistant program he is launching that will include ongoing training and a hybrid independent contractor model.
11:24 What To Do When A Lead Engages, But Rushes Off The Phone
Rick was making outbound calls and had a brief engagement with a lead while they were driving. They aren’t a dead lead, but the conversation did not involve as much discovery as normal. What’s a good way to follow up with a lead you’ve had some engagement with, but didnt get to do enough information-gathering to know what problems and solutions are relevant?
22:56 Using Letters of Intent to Win Emotional Commitments
Beth shares a win, and then an almost-win that slipped away. After working with a family while they were waiting to get letters of testamentary from the probate court, the family signed a listing agreement with another agent. How can Beth get ahead of this next time?
28:35 TCPA and Liability for Outbound Calling via ISAs/Virtual Assistants
Beth and Tim discuss TCPA regulations and what liabilities and risk might apply to outbound dialing by virtual assistants.
Joe, Tim, and Bruce discuss ideas for improving open rates and response rates for direct mail campaigns.
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