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How Can I Pitch My REAL ESTATE SERVICES to my SOI? + Bonus Role Play | Probate Mastermind #337

Recorded Live on July 22, 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!

Call Re-cap:

00:00 Introductions

Jim and Bruce share general updates.

2:12 Surviving Spouses and Aging-In-Place

Rick is coming across many spouses that inherited the property automatically through survivorship in accordance with his state’s homestead laws.  The spouse currently thinks they can and want to age in place.  What can he offer individuals in this situation?

10:36 Deadline for Sale of Property In An Estate

Deb is speaking with a personal representative that says the property to be sold by a certain timeframe. How should she proceed in guiding the PR? What if this isn’t decreed in the will and the personal representative just has an incorrect perception of the situation?

21:12 Doug Shares His Compliments on Bruce’s Training

Doug shares his feedback and tips learned from Bruce’s Role Play class yesterday.

25:01 Marketing to Sphere of Influence: Senior Care Clients

Caller is looking to use tri-fold brochures to tell his home-health patients how he and his wife can help them with senior real estate needs. He is a wholesaler and his wife is a realtor.

27:57 Skiptracing, CRMs, and Dialer Optimization

Caller is using two different skip-tracing companies and is looking to optimize his dialer and CRM.  Should he power dial and ignore the numbers, or dial with one-line to note the number quality? 

35:19 Conflict with Probate Attorneys

Chris worked with a few probate attorneys to put together some marketing for his blog.  When sending them final edits, they both jumped ship. What can he do?

41:14 David Shares His Insights on CRMs, Cold Calls, and Follow-Ups

David Pannell jumps in at the end of his call to share his insight on CRMs, prospecting, and building solid rapport with sellers.

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