Mastering Probate Business Strategies: Calls, Mail Campaigns, and Networking | All The Leads Mastermind #463

This podcast covers a detailed discussion on probate prospecting and marketing techniques. It begins with a light-hearted discussion about attracting a hip crowd and then Bruce introduces the three major pillars of the probate business: voice-to-voice or face-to-face conversations, direct mail, and maintaining an online presence. He emphasizes the importance of customizing mailing campaigns in order to maximize response rates and outlines various approaches: using a memorable single mail piece, a three-month campaign, and a long-term six-to-eight month campaign with a built-in sprint period. Bruce answers questions about opening scripts, adjusting marketing strategies, and leveraging handwritten notes. Emphasizing empathy and precise communication, Bruce and other participants offer actionable insights for real-world applications. The importance of nurturing relationships with B2B contacts such as hospice care providers, attorneys, assisted living administrators, and estate sale companies is also discussed. The discussion underscores the necessity of focusing efforts on actionable tasks and making iterative improvements to prospecting tactics. The session concludes with actionable advice on mailing campaigns, engaging difficult leads, and the community's collective expertise sharing practical tips for better probate lead conversion.

What to do with MAIL when it comes to marketing to your probate leads? Tune in for more info.

Previous episodes: AllTheLeads.com/probate-mastermind

Interested in Leads? AllTheLeads.com

Join Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermind

Be sure to check out our full Mastermind Q&A Playlist

Chapters

• 0:00 Introduction and Opening Remarks
• 1:40 Key Pillars of the Probate Business
• 2:35 Effective Mailing Campaign Strategies
• 5:28 Long-Term Campaigns and Sprints
• 7:48 Engaging with Leads and Follow-Up Techniques
• 12:16 Live Q&A and Role-Playing Scenarios
• 30:22 Identifying Pain Points in Conversations
• 31:00 Customizing Your Script for Better Engagement
• 33:20 Setting Objectives for Cold Calls
• 35:08 Approaching B2B Relationships
• 36:14 Building Relationships with Hospice and Assisted Living
• 41:52 Networking with Attorneys and Estate Sale Companies
• 44:11 Effective Lead Management Strategies
• 47:18 Handling Foreclosures and Probate Properties
• 53:29 Scrubbing Your Lead List Efficiently
• 58:26 Using Emails and Texts in Prospecting
• 1:00:05 Final Thoughts and Q&A