Estate Professionals Mastermind - Probate and Senior Real Estate Podcast
Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where participants take a deep dive into personal growth and accountability, deal analysis and transaction engineering, and action plans for taking their success a step further each week. Live participation in group coaching and access to a 24/7 alumni group is free with Probate Mastery enrollment.
Estate Professionals Mastermind - Probate and Senior Real Estate Podcast
Probate Leads: Propelio, Heir Research, & Content Creation Tips
In this video, Bruce shares expert strategies for generating probate leads, building credibility, and mastering niche marketing in real estate.
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00:00 Introduction
04:33 Oliver’s Question: When to Check If a Property Needs Probate
05:41 Bruce discusses using Propelio for effective lead research and its role in probate
12:39 Oliver Chapman reveals how focusing on “securing the asset” as a value-add has helped him stand out, build credibility, and gain clients’ trust
13:12 Bruce Discusses How to Address Real Estate in Sensitive Situations
17:38 Oliver explains how incorporating heir research into his services has boosted his value, noting that it makes sense because people need that assistance
18:25 Bruce explains why some leads share openly while others hold back and how to handle both situations
23:14 Bruce advises on understanding the unique approach required for probate leads compared to other lead sources
30:49 Oliver highlights how the Probate Mastery course transformed his approach and business outcomes
31:00 Oliver reflects on discovering the power of content creation and shares actionable ideas to start branding yourself
31:50 Bruce advises on understanding the unique approach needed for probate leads compared to other lead sources
36:19 Oliver explores how content creation aligns with building a brand in real estate and probate services
37:31 Bruce emphasizes the importance of niche marketing and how it creates a memorable talking point in real estate
46:02 TJ McGraw shares his success story of partnering with a local library to provide educational seminars on estate planning and probate
49:53 TJ shares expert insights on how to effectively target probate lists with direct mail and why it's a powerful lead-generation tool
53:17 Bruce explains how building credibility in a niche is just the beginning—adapting and staying engaged with your sphere of influence is key to long-term success
55:31 Bruce answers key questions about the validity and renewal process of probate certification
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