Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Mindset, Metrics & Messaging: What Top Probate Pros Know That Most Don’t!

Probate Mastery Episode 212

Discover why celebrating small wins, tracking the right KPIs, and owning your unique voice in content creation are game-changers in probate real estate

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
03:58 Mindset Shift: Celebrate Wins Beyond Closings
07:14 Bruce on Tracking KPIs for Probate Success
10:00 Bill on Delegating Content Creation: Why AI Can’t Replace Your Voice
11:25 Bruce on Building a High-Value Lead Pipeline With Smart Follow-Up Systems
15:38 Kevin’s Tip: Why Scope of Work Matters With Vendors
16:16 Bruce’s Cautionary Tale: Vet Your Vendors Carefully
16:55 Where to Find Powerful 2-Liner Scripts for Probate Leads
17:01 Bruce Shares His ChatGPT-Generated 2-Liner Scripts
19:04 Bruce Shares a Fun New ChatGPT Win
22:21 Reine Teases Next Week’s Topic: Building Attorney Relationships
23:30 Probate Mastery Commercial
24:43 Bruce Shares Strategy: Monthly Farming Publication & Local Event Promotion
27:47 Probate Case Drama: Administrator Stalls While Beneficiaries Push to Sell
28:52 Why Selling a Probate Property Now Could Be a Smart Tax Move
33:21 Avoid Extra Costs: Why Selling Before Probate Closes Saves More
37:43 What to Put on Your Real Estate Website: Rigo’s Foreclosure Strategy
40:26 Track Your KPIs: Core Activities That Drive Probate Success
44:10 Do You Need to Transfer Property Before Closing Probate?
48:02 Helping Stuck Heirs Move Forward in Probate
54:34 Navigating Spousal Rights and Wills in Probate
55:19 Persuasion Tips from “Exactly What to Say”
57:45 Handling Hesitant Clients: Robin’s Go-To Strategy

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