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In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss guidance on the certification process, insights into the Probate Mastery certification process, and more!
If you are exploring the idea of building a probate niche in your real estate business, take this FREE Probate Foundations course. In this 2 hour digital course, you’ll learn the basics of what probate is, realistic conversion expectations, solutions to probate challenges, proven marketing approaches (which includes an opening script!), and actionable steps to start your business in probate. Sign up here: https://courses.probatemastery.com/offers/FcvuDdG6
Questions about Probate Real Estate trainings, digital courses, and educational opportunities? Schedule a time to talk with Course Advisor, Luis here: https://calendar.app.google/q4iiFdi8pSZgEvSD6
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00:00 Introduction
04:00 Bill Introduces Luis, the Course Advisor for Probate Mastery, Who Shares his Role and Invites Participants to Ask Any Questions Related to the Courses Within the First 10 Minutes of the Call
07:05 Ernie Seeks Guidance on the Certification Process During his First Call, Expressing his Progress in the Course and Questioning How to Attain Certification
07:19 Bill Provides Insights Into the Probate Mastery Certification Process, Drawing from his Experience as a Past Participant, Highlighting that Certification is Obtained by Completing the Program and Filling in the Required Information at the End
10:17 Chad Poses a Two-Part Question to the Group, Seeking Guidance on the Initial Steps to Generate New Business After Relocating to Tennessee and Inquiring About Resources to Learn the Differences in Probate Processes Between California and Tennessee
11:02 Bill Shares Insights on Transitioning a Business from One State to Another, Emphasizing the Importance of Recognizing Existing Assets, Such as Knowledge, Contacts, and Systems, and Strategically Choosing a Niche in the New Market.
17:51 Bill Responds to a Chat Question about the Key Factor in Building Business and Relationships
19:12 Steven Hughes Discusses the Challenge of Finding Committed Attorneys in Elder Care, Estate Planning, and Probate
23:21 Bill Shares his Method for Determining Worthwhile Attorneys in Probate, Emphasizing the Use of Data Sources
38:16 Ursel Suggests Joining the American Bar Association to Strengthen Connections with Attorneys, Emphasizing it as a Valuable Learning Opportunity. Bill agrees and Shares Insights on How this Step Can Contribute to Building Robust Relationships in the Legal Field for Your Probate Business
46:46 Matt Harris Seeks Guidance on Creating an Effective Script for Initial Probate Phone Calls
46:50 Bill Responds to Matt Harris's Query About Scripting for Cold Calling in Probate. Gain Valuable Insights Into Refining Your Approach and Explore Additional Resources, Including Bruce's Expertise In Cold Call Scripting Within the Probate Mastery Program
49:11 Lori Seeks Advice on Sending Referral Letters to Attorneys as Part of her Marketing Strategy
50:32 Bill Provides Insights Into the Ethical Considerations Involved
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Learn More from Bill Gross on YouTube: @BillGrossProbate
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