The Ultimate Guide to Getting Deals From Real Estate Attorneys
Episode #11 of Estate Professionals Mastermind Podcast
Why do attorneys send referrals to some real estate professionals and not others? In this answer, we look at the top reasons real estate agents and investors have successfully earned referral relationships with probate and estate attorneys
Summary: Chad and Anton discuss why you shouldn’t feel intimidated by probate attorneys, and instead be encouraged to network with them. Ronald shares his success story for landing his first attorney referral, and then quickly winning several more attorney relationships! Chad breaks down how to market to pre-probate leads in a way that wins both consumer and B2B relationships. Chad and the Masterminds brainstorm a hybrid B2B and SOI marketing campaign that can bring high networth individuals and attorneys together for estate planning, while giving you favorable positioning. The masterminds share their unique stories of how they leverage podcasts, affiliate memberships with local bar associations, and in-person court-room presence to build their brand as the expert in their markets
Podcast Streams and Download: Ultimate Guide to Attorney Referrals | Real Estate Pros Share Why Attorneys Send THEM Deals #11 (buzzsprout.com)
Video: Watch On YouTube
Time Stamps (YouTube Links):
00:47 Anton Lands His First Appointment With A Probate Attorney
02:47 Ronald Gets His First Attorney Referral, then Three More!!
5:33 How to Market to Pre-Probate Leads: Facebook Ads, Scripts, and Attorney Leads
12:48 Bringing High Networth Clients to Attorney Prospects
16:14 Co-Branding with Estate Planning Attorneys for Mail Marketing
20:12 Why Don’t More People Have A Financial Plan, Living Trust, Term Life Policy?
25:13 I Have 5 Attorneys Interested In Working With Me; How do I interview/Vet Them?
30:01 Why I Entered (and Re-Entered!) the Probate Niche
31:16 B2B and Consumer Marketing With Real Estate Podcasts
36:11 Becoming an Affiliate Member of the Local Bar Association, Estate Planning Councils
38:36 How To Become The Local Probate Real Estate Expert
42:33 How to Respond to: “Who Are You and What Do You Do?”
45:18 How to Commit To Getting Started and Building Momentum
52:34 Figuring Out The Best Acquisition and Disposition Strategy
1:02:51 COVID Court Re-Openings and Digital Evolutions Across The Country
1:10:23 Community Bank Loans: Loan to Cost vs. Loan to Value (LTC vs LTV)
- Ask The Expert with Chris Prefontaine: Creative Real Estate Investing – Probate Mastery
- Estate Professionals Mastermind Group (Facebook)
- Chad Corbett’s YouTube Channel
- Ending The Real Estate Feast Or Famine Cycle and Finding Financial Freedom Through Real Estate – Probate Mastery
About the Author
Katt is an expert in probate marketing and helps entrepreneurs build businesses in the probate space. She is the co-founder of the Estate Professionals Mastermind podcast, which has become the most widely-shared probate real estate podcast. She also writes training content for ProbateMastery.com and a weekly LinkedIn newsletter followed by over 9000 professionals. You can reach her on Instagram, Twitter, and LinkedIn.