Chad and the Masterminds brainstorm tips, strategies, and tools to deal with call reluctance, and even fill the pipeline without doing any cold-calling at all. Weighted discussion is given to door-knocking might vary between general circle-farming, probate, and pre-probate leads. Probate Mastery’s top performers are challenged to take their USP to another level by coming up with their Red Thread in this episode.
Chad and the Masterminds brainstorm tips, strategies, and tools for increasing productivity and properly executing time management. Rosie Hayer shares how she was able to separate what tasks were necessary for her to handle (the dollar-productive work) and begin to delegate work that did not require her expertise to ISAs and Virtual Assistants. The Masterminds discuss how to properly find, hire, and train virtual assistants and ISAs so they can execute the exact processes required for their job role. The masterminds get philosophical and reflect on realizations they’ve had when they really needed to gain traction in their business most – What broke them through the cash-flow roller coaster cycle and made them top-performers? Lastly, Chad, Meera, and Donna discuss how to buy investment properties as a licensed real estate agent without pissing off your broker. You don’t want to miss the nuggets shared by Probate Mastery’s top performers in this episode.
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.