Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Authentic Marketing Strategies for Probate Services

September 27, 2023 Bill Gross and Certified Probate Experts Episode 136
Authentic Marketing Strategies for Probate Services
Estate Professionals Mastermind - Probate and Senior Real Estate Podcast
More Info
Estate Professionals Mastermind - Probate and Senior Real Estate Podcast
Authentic Marketing Strategies for Probate Services
Sep 27, 2023 Episode 136
Bill Gross and Certified Probate Experts

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate

In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss leveraging a small past client base for probate services, authentic marketing for probate services, and more!

Sign up for the FREE Probate Foundations live training. This is a 2 hour live-taught course focused on the opportunity around Probate. If you’re just starting out in the niche, or still exploring your options, you’ll learn the basics of building a Unique Selling Proposition, Marketing, and Team Building. REGISTER HERE:
https://courses.probatemastery.com/probate-foundations-registration-form

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
04:48 Daniel's Dilemma: Leveraging a Small Past Client Base for Probate Services
05:22 Bill's Unique Approach: Authentic Marketing for Probate Services
12:00 Daniel's Experience: Navigating Attorney Meetings for Value-Added Collaboration
12:58 Bill's Advice: Building Value-Based Relationships with Attorneys
18:12 Daniel's Follow-Up on the Progress of Chad's Proposed Software for Personal Representatives and Attorneys
18:35 Bill Discusses the Release of State-Specific Probate Software
21:08 Cliff's Query: Navigating Initial Cold Calls for Engagement with New Contacts
21:33 Bill's Approach: Building Relationships to Transition from Cold Calls to Engaged Prospects
26:04 Daniel's Approach: Navigating Challenges and Dissatisfaction with Attorneys in Probate Leads
34:56 Navigating Unforeseen Challenges in a Probate Case
37:44 Bill's Advice on Navigating Probate: Legal Insights and Practical Experience
45:56 Contesting a Non-Notarized Will: Paige's Query on a Unique Probate Situation
47:13 Bill's Insight on Probate: The Key Factor in Contesting a Will - How They Hold Title
52:01 Understanding Ancillary Probate: How Does It Appear in Public Records? - Saul's Inquiry
52:12 Bill's Insight on Ancillary Probate: Filing Process and Public Records
53:33 Larry asks what the Statute of Limitations in Montana
54:10 Understanding Statute of Limitations: California vs. Other States

To check out probate workshops, courses, and more: https://probatemastery.com/choose-your-approach/

Facebook Group: https://www.facebook.com/groups/estateprofessionalsmastermind

Learn More from Bill Gross on YouTube: @BillGrossProbate

Learn more at www.probatemastery.com

Show Notes

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate

In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss leveraging a small past client base for probate services, authentic marketing for probate services, and more!

Sign up for the FREE Probate Foundations live training. This is a 2 hour live-taught course focused on the opportunity around Probate. If you’re just starting out in the niche, or still exploring your options, you’ll learn the basics of building a Unique Selling Proposition, Marketing, and Team Building. REGISTER HERE:
https://courses.probatemastery.com/probate-foundations-registration-form

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
04:48 Daniel's Dilemma: Leveraging a Small Past Client Base for Probate Services
05:22 Bill's Unique Approach: Authentic Marketing for Probate Services
12:00 Daniel's Experience: Navigating Attorney Meetings for Value-Added Collaboration
12:58 Bill's Advice: Building Value-Based Relationships with Attorneys
18:12 Daniel's Follow-Up on the Progress of Chad's Proposed Software for Personal Representatives and Attorneys
18:35 Bill Discusses the Release of State-Specific Probate Software
21:08 Cliff's Query: Navigating Initial Cold Calls for Engagement with New Contacts
21:33 Bill's Approach: Building Relationships to Transition from Cold Calls to Engaged Prospects
26:04 Daniel's Approach: Navigating Challenges and Dissatisfaction with Attorneys in Probate Leads
34:56 Navigating Unforeseen Challenges in a Probate Case
37:44 Bill's Advice on Navigating Probate: Legal Insights and Practical Experience
45:56 Contesting a Non-Notarized Will: Paige's Query on a Unique Probate Situation
47:13 Bill's Insight on Probate: The Key Factor in Contesting a Will - How They Hold Title
52:01 Understanding Ancillary Probate: How Does It Appear in Public Records? - Saul's Inquiry
52:12 Bill's Insight on Ancillary Probate: Filing Process and Public Records
53:33 Larry asks what the Statute of Limitations in Montana
54:10 Understanding Statute of Limitations: California vs. Other States

To check out probate workshops, courses, and more: https://probatemastery.com/choose-your-approach/

Facebook Group: https://www.facebook.com/groups/estateprofessionalsmastermind

Learn More from Bill Gross on YouTube: @BillGrossProbate

Learn more at www.probatemastery.com