Estate Professionals Mastermind - Probate and Senior Real Estate Podcast
Estate Professionals Mastermind - Probate and Senior Real Estate Podcast
Probate Mastery
Building Your Referral Team: Determine the Givers vs Takers
51 minutes Posted Jan 17, 2023 at 5:00 pm.
Introductions03:46 How a hidden basement man-cave refines CPE’s business skills14:48 How self-created wills can complicate the entire probate process17:45 Proof of reciprocity in building Attorney relationships21:51 Attorney Probate Q&A event for families brings major success for CPE24:20 Approaching Attorneys to give, not take and how that impacts the relationship27:27 Closing the buyer/seller gap32:15 Using psychology tactics by sharing the options, not telling the clients34:17 How to your current relationships to build B2B relationships and determine givers from takers41:44 The importance of updating beneficiariesBrowse guides and more free training content in our LinkTree: probatemastery.com/linksJoin our Estate Professional Networking directory: http://www.estateprofessional.org/Join our Facebook Group: https://facebook.com/groups/estatepro...Interested in taking PROBATE MASTERY or EARN? Explore our probate education courses: https://ProbateMastery.com/coursesLearn more at www.probatemastery.com
0:00
51:36
Download MP3
Show notes
Take Probate Mastery and get access to all Certified Probate Expert benefits: probatemastery.com/coursesIn this weekly group coaching episode, real estate agents and investors dive into wild stories and proof of the importance of B2B relationships.🕛🕛Timestamp Navigation 🕛🕛00:00 Introductions03:46 How a hidden basement man-cave refines CPE’s business skills14:48 How self-created wills can complicate the entire probate process17:45 Proof of reciprocity in building Attorney relationships21:51 Attorney Probate Q&A event for families brings major success for CPE24:20 Approaching Attorneys to give, not take and how that impacts the relationship27:27 Closing the buyer/seller gap32:15 Using psychology tactics by sharing the options, not telling the clients34:17 How to your current relationships to build B2B relationships and determine givers from takers41:44 The importance of updating beneficiariesBrowse guides and more free training content in our LinkTree: probatemastery.com/linksJoin our Estate Professional Networking directory: http://www.estateprofessional.org/Join our Facebook Group: https://facebook.com/groups/estatepro...Interested in taking PROBATE MASTERY or EARN? Explore our probate education courses: https://ProbateMastery.com/coursesLearn more at www.probatemastery.com