Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

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Estate Professionals Mastermind - Probate and Senior Real Estate Podcast episodes

  • Starting real estate in a new city, new niche | Real Estate Success Motivation

    #podcast #realestatemotivation #probate

    “You throw a rock and you hit seven real estate agents, it's crazy! …. I wanted to set myself apart.”

    Interested in becoming a probate agent, wondering if you can pursue a career in law as a real estate professional, or looking for tips about relocating as a realtor? Watch this episode.

    In this real estate success story, we hear Susan’s story of starting real estate in a new city. She describes the action she took to start getting leads and building her real estate referral system while continuing to educate herself.  This episode will inspire you to carve out a path for your success today so you can build a career that lets you work less, earn more, and do good.

    Podcast Page:
    https://probatemastery.com/starting-real-estate-in-a-new-city-success-story

    Watch on YouTube:
    https://www.youtube.com/watch?v=MdWO_jIt_Ic

    0:00 Introducing Susan Chase - CPRES, CPE, Probate Realtor and law school student
    6:54 Why you should get into the probate real estate niche (Real Estate Niches)
    12:54 How to start getting real estate leads after moving to a new market?
    14:46 How to differentiate yourself from competition in real estate (Probate marketing tips)
    20:24 What makes people successful in real estate?


    "Just take the course! Just do it. It, it's gonna change your life and it's gonna give you the confidence that you need not just in professional, but in all areas of your life because you're creating your own future and your own destiny, and you're not leaving it into someone else's hands."

    Join our Facebook Group: https://facebook.com/groups/estateprofessionalsmastermind

    Take Probate Mastery: https://probatemastery.com

    Take the EARN Course and get the easy button for earning attorney referrals: https://courses.magnumopusproject.com/earn

    The Ultimate Script Framework (FREE): Here's the mind-map we use to navigate ANY real estate conversation (cold calling and in person): https://courses.magnumopusproject.com/get-your-free-mind-map-YTO Get it free

    Learn more at www.probatemastery.com

    27 min
  • Probate marketing, leaving voicemails, and community banks for probate investing

    Watch on YouTube: https://youtu.be/3sx7omMpuTU
    Full Show Notes: https://probatemastery.com/probate-real-estate-marketing-cold-calling-voicemail-script/

    You'll Learn:

    • How often to send letters and cold call probate leads
    • What to do when you're feeling imposter syndrome
    • Best practices for leveraging EstateExec software
    • Navigating uneven referral relationships
    • How to use Facebook Pages vs. Groups in your real estate communities
    • The difference between credibility websites and true content marketing



    0:00 Attorneys want to present to my real estate audience (Attorney Referrals)
    9:25 Facebook Pages vs. Groups for probate real estate (Facebook Marketing)
    13:38 Subcontractors - Should they be bonded? (Vendor Team)
    18:00 Certified Residential Specialist (Probate Certification)
    19:49 EstateExec success story for estate management (Estate Marketing)
    30:16 Probate Website or Community? (Probate Marketing Tips)
    33:42 How many times should you cold call probate leads (Calling Probates)
    39:49 Proven Probate Voicemail Scripts (Probate Cold Calling)
    49:03 Mailing budgets for large markets (Calls and Mailers) (California Probate)
    54:46 Dealing with imposter syndrome as a new probate agent (Probate Real Estate) (Colorado Probate )
    1:01:59 Using community banks to buy probate properties - First Citizens Bank (Probate Investing) (California)

    Join our Facebook Group: https://facebook.com/groups/estateprofessionalsmastermind

    Take Probate Mastery (and get access to live coaching Zooms like these!): https://probatemastery.com

    Take the EARN Course and get the easy button for earning attorney referrals: https://courses.magnumopusproject.com/earn

    The Ultimate Script Framework (FREE): Here's the mind-map we use to navigate ANY real estate conversation (cold calling and in person): https://courses.magnumopusproject.com/get-your-free-mind-map-YTO

    Learn more at www.probatemastery.com

    1 hr 9 min
  • Evictions, unclaimed property, and how to get probate leads faster| Episode 92

    Watch on YouTube: https://youtu.be/AHWYhaQtB8Q

    You'll Learn:

    • How to get probate leads faster
    • What to do when buying probate property with squatters
    • What happens to unclaimed property when the owner passes away
    • If going to probate court is worth it
    • Best practices for attorney referrals
    • Probate skiptracing vs. probate lists with phone numbers
    • Probate CRM recommendations


    Episode Navigation:
    0:00 Go the extra mile for your real estate clients (Real Estate Sales)
    10:02 How to meet probate attorneys as a Realtor/investor (Attorney Networking)
    16:39 Fair rent and rent increases for 2022 (Real Estate Investing)
    18:45 Khalid’s probate court visit was a success! (Success Story)
    20:20 CRM recommendations for probate leads (Real Estate CRMs)
    23:44 The truth about brochures for real estate marketing (Probate Marketing)
    28:03 What happens to unclaimed property with deceased owners? (State-administered Probate)
    32:34 Best probate skiptracing and probate data sources (Probate Data)
    34:31 How to gain access to a probate property, evictions (Probate Investing)
    44:15 Probate property already sold: Lead segmentation (Probate Leads)
    45:55 Probate docket and understanding different probate cases (Probate Real Estate)


    Join our Facebook Group: https://facebook.com/groups/estateprofessionalsmastermind

    Take Probate Mastery (and get access to live coaching Zooms like these!): https://probatemastery.com

    Take the EARN Course and get the easy button for earning attorney referrals: https://courses.magnumopusproject.com/earn

    The Ultimate Script Framework (FREE): Here's the mind-map we use to navigate ANY real estate conversation (cold calling and in person): https://courses.magnumopusproject.com/get-your-free-mind-map-YTO Get it free!

    Learn more at www.probatemastery.com

    51 min
  • How to stop cold calling and get referrals instead: 6-month probate business plan

    Watch on YouTube: https://youtu.be/luT3H5xVpjI
     
    Episode Timestamps
    0:00 The Silver Tsunami and the long term care industry
    3:57 How to start talking to attorneys and building referral partnerships
    13:26 Real estate marketing plan for Q4
    19:00 Cold calling probate leads vs. earning attorney referrals
    22:37 How to be successful in the probate niche
    25:04 EARN Course cost savings and probate marketing funnels for estate software

    The Silver Tsunami is coming and the long-term care industry is bracing for impact. As baby boomers age, the number of people needing long-term care will skyrocket. This presents massive opportunity for real estate practitioners specializing in the probate niche.

    Two main ways to get probate leads are cold calling and earning referrals from attorneys. Cold calling is time-consuming and can be very frustrating. It's also expensive because you have to buy lists of leads and then make the calls.

    Earning referrals from attorneys is a much better way to build your probate business in the long term. It's more efficient because you're only talking to people who are already interested in what you're selling. And it's more cost-effective because you're not paying for leads. The downside is that you have to build your referral system.

    An ideal strategy for anyone looking to become profitable in real estate quickly is to use cold calling to generate leads short-term, and aim to build a referral system for the long haul.

    Building referral relationships with attorneys is not easy to do on your own, but it's well worth the effort. In this episode, we'll share a 6-month plan for doing just that and how you can hit the easy button on this process with the EARN course. 

    By following this plan, you can stop being intimidated by attorneys, start building a referral system, and become indispensable to attorneys and clients in the probate space.

    ---

    Thank you so much for sharing your story, Gerry! 

    Connect with Gerry Reynolds, Chad Corbett, and the rest of the EPM community in the Estate Professionals Mastermind Facebook Group.

    Take the EARN course

    Want to start with the Probate Mastery certification course? Take the #1 probate course now:

    Learn more at www.probatemastery.com

    31 min
  • Probate scripts & common objections for prospecting attorneys | Tricky will situations

    Probate scripts for prospecting attorneys & common objections; will disputes; mobile home evictions | Episode 90 of the Estate Professionals Mastermind podcast


    In this episode, Chad Corbett shares 3 probate scripts for prospecting probate attorneys and overcoming common objections. The group also discusses the new Estate Professional Directory launched to help probate experts find referral partners and generate inbound business from consumer searches.  Chad Corbett also shares insight on tricky probate situations involving will disputes, non-performing attorneys, and minor heirs.

    Be sure to join the Estate Professional Directory (Phase 1 Launch): http://www.estateprofessional.org/

    Full Episode Notes: https://probatemastery.com/probate-scripts-objections-prospecting-attorneys


    Episode Chapters:
    0:00 Estate Professional Vendor and Referral Directory (Referral Networking)
    6:25 How to offer EstateExec to probate leads (EARN Course)
    16:51 Referrals from estate attorneys and SOI marketing (Success Story)
    20:30 Probate seller wants to fire attorney; dispute over will (Probate Real Estate)
    35:27 Mobile homes, evictions, and securing property (Probate Evictions)
    38:18 Finding good probate attorneys (Probate Court Visit)
    42:22 Probate Attorney Script for pitching EstateExec software (Attorney Script)
    46:19 Overcoming objections: My attorney said not to hire you (Probate Prospecting)
    54:42 Probate Objections: You live in a different county, you’re too expensive (Probate Cold Calling)
    56:44 Closing bank accounts owned by the decedent (Probate Checklist)
    58:54 Probate process when only heir is a minor (Probate and Guardianship)
    1:03:45 National Estate Directory and Probate Referrals (Don't forget to join!)


    These probate podcast episodes are recorded and uploaded weekly, so be sure to check back!


    Facebook Group:
    https://facebook.com/groups/estateprofessionalsmastermind

    Probate Mastery (Certified Probate Expert course) reviews and enrollment: https://courses.magnumopusproject.com/checkout-page

    EARN Course (A probate course focused on building a referral system) reviews and enrollment:
    https://courses.magnumopusproject.com/earnhttps://courses.magnumopusproject.com/earn

    Learn more at www.probatemastery.com

    1 hr 9 min
  • Mobile Home Park Investing - Deals and Syndications | Guest Miles Noland

    Mobile Home Park Investing - Deals and Syndications | Guest Miles Noland | Podcast Episode 89

    Want to invest in mobile home parks? Watch this episode!

    Podcast Page: https://probatemastery.com/mobile-home-park-investing-podcast

    Watch on YouTube: https://youtu.be/RGQvkG3BIOc

    Topics covered:
    Mobile Home Park Investing
    How to buy a mobile home park
    How to speak to mobile home park owners
    How to value a mobile home park
    MHP Syndications and passive investing



    Podcast Episode Chapters:
    0:00 Is investing in mobile home parks a good idea?
    2:38 Introducing Miles Noland, MHP Investor
    7:33 Why I became an MHP Investor
    9:15 How to buy a mobile home park
    11:34 Mobile Home Park cap rates and deal analysis
    15:18 Mobile Home Park syndications
    17:54 K-1 tax benefits of a real estate syndication
    20:54 Passive investing with mobile home syndications
    25:00 Why past clients are the best private money lenders near you
    28:21 Connect with Miles Noland & Get access to mobile home investing guides


    ---

    Miles began his journey into real estate investing to escape the paycheck-to-paycheck lifestyle. He realized that he didn't want to be a landlord and decided to focus on mobile home parks.

    Chad and Miles share that there are numerous benefits to investing in mobile home parks including the potential for high returns, the long-term stability of cash flow, and the fact that it is a "recession-resistant" asset class. They also discuss the process of syndicating a mobile home park deal and the K-1 tax benefits that investors can receive from doing so. 

    ---

    Get Mile Noland's free Mobile Home Park Investing for Beginners guide https://treesidecapital.com/

    Join our free Facebook group: https://facebook.com/groups/estateprofessionalsmastermind

    Learn more about Real Estate Syndication with BiggerPockets' Paul Moore: https://youtu.be/LWt-fv-epJk

    Take a Probate Course: https://probatemastery.com

    Learn more at www.probatemastery.com

    32 min
  • Seller carryback and sub2 deals in probate | PLUS Liens, step-up basis, and creditor process

    This is episode 88 of the Estate Professionals Mastermind Podcast. The episode type is Weekly Certified Probate Expert Mastermind, an interactive Q&A featuring agents, investors, and attorneys specializing in probate.


    Show Notes, Topic Summary Guide, Resources, & YouTube Streams: https://probatemastery.com/carrybacks-sub2-real-estate-liens

    Episode Chapters:

    0:00 The problem with having patience (Business Mindset)
    5:01 Best skip-tracing services for probate leads (Probate Data)
    7:45 Step-up in basis and date of death appraisal (Real Estate Tax)
    15:18 Eva gets 4 probate listings from one lead (Probate Deals)
    18:32 Sub2 and seller carryback financing in 2022 (Creative Finance)
    23:05 California court confirmation and probate sales (California Probate)
    29:11 Medicaid claw-backs and notice to creditors (Medicaid Liens)
    36:41 What liens and claims have priority stakes? IRS vs. Deed of Trust
    42:37 How Medicaid claims are treated in probate vs. trust (Medicaid and Probate)
    44:47 How to learn sub2 real estate for creative financing (Sub2 Investing)





    Join our nationwide referral directory:
    EstateProfessional.org

    Probate Mastery reviews and enrollment: https://courses.magnumopusproject.com/checkout-page

    EARN Course reviews and enrollment:
    https://courses.magnumopusproject.com/earnhttps://courses.magnumopusproject.com/earn

    Learn more at www.probatemastery.com

    50 min
  • How to get more referrals in real estate: Agent Success Story with Pete Marck

    How to get more referrals in real estate: Pete Marck's Agent Success Story

    Podcast, guide, and show notes: https://probatemastery.com/get-more-referrals-in-real-estate

    In this episode, Certified Probate Expert Pete Marck shares how he overcame several hurdles to get more leads and listings through referrals.

    -He was a new agent in a new market
    -COVID hit right as he was getting started
    -Direct Mail wasn't working and was just draining money

    To start generating leads and increasing his ROI, Pete turned to sphere of influence marketing. 

    Pete successfully put creative referral marketing ideas into action, like:
    1) Looking for opportunities in traditional media like radio
    2) Networking with people that know people, like fencers and politicians.
    3) Inviting real estate referral partners into his marketing..
    4) Helping attorneys he knew so they'd learn to trust him as a probate real estate expert

    and more!

    Pete was able to start generating real estate referrals without cold calling and direct mail marketing, with 80% of his business coming from probate real estate.

    Episode Chapters
    0:00 Introducing Pete Marck, Certified Probate Expert

    1:24 Why I chose the probate niche

    3:09 Probate Marketing Results: Referrals vs. Direct Mail ROI

    6:06 How to increase your real estate referrals after taking EARN.

    7:27 Estate management software as a probate marketing tool

    8:38 Example probate script with a custom probate checklist USP (EstateExec Software Tips)

    12:40 Building a client referral pipeline with junk leads?!

    15:27 EARN Probate Course Reviews:  Should I take Probate Mastery vs. EARN?

    21:16 Co-Hosting a real estate radio show with attorneys & more contact info


    ---

    “Thanks for having me. It's like I said at the beginning, before we started taping, if it wasn't for probate mastery, I wouldn't really have any referrals but you put it all together for everybody. And that's great. Thank you. “


    Keep learning how to get more real estate referrals!


    Probate Mastery reviews and enrollment: https://courses.magnumopusproject.com/checkout-page

    EARN Course reviews and enrollment:
    https://courses.magnumopusproject.com/earnhttps://courses.magnumopusproject.com/earn

    Learn more at www.probatemastery.com

    28 min
  • The 48-hour action plan for building a probate referral system, with example referral scripts

    Start generating real estate referrals in the next 48 hours.

    Show notes & YouTube Video:
    https://probatemastery.com/real-estate-referral-leads-quotes-and-scripts

    If you're like most people in the real estate industry, you're always looking for new leads and referrals. And if you're REALLY like most real estate agents and investors, you probably feel like this is easier said than done.

    What if I told you that there's a simple way to snowball your real estate referrals with no upfront costs and that you can get started in just 48 hours?

    And this is as easy said as it is done - Brian Wilson is proof.  As a busy dad and full-time agent, he took action immediately after learning the smart way to earn referrals from probate attorneys.

    Here's the deal: Go through this episode and you'll understand how you can build a referral network like the top 1% of real estate professionals - Today, not tomorrow.

    We cover:
    -How to get real estate referrals from lawyers
    -How to ASK for real estate referrals
    -Example real estate referral scripts
    -How to build your real estate referral network using software and vendor partners

    You'll find that Brian was able to get better results than 95% of real estate agents in just 4 days. And really, anyone can do it.


    Episode Chapters:
    0:00 Introducing Brian Wilson, Certified Probate Expert
    1:47 Probate Strategy: Direct Marketing vs. Referral Systems
    3:22 Solving administrative drag to get real estate referrals from attorneys
    8:38 How to take immediate action as a Certified Probate Expert
    14:04 How to start getting free probate real estate referrals
    16:26 Do THIS if you need to shake analysis paralysis

    The approach, scripts for asking for referrals, and systems WORK, and Brian is proof.


    Skip the learning curve and get everything you need (marketing templates, example presentations, and helpful tools) to excel with these probate courses:

    Probate Mastery (Certification Course) https://courses.magnumopusproject.com/checkout-page

    EARN Course (How to earn attorney referrals): http://earnattorneyreferralsnow.com/

    Learn more at www.probatemastery.com

    28 min
  • I got free probate leads from the courthouse! Plus SOI and Referral Marketing in probate real estate

    This is episode 85 of the Estate Professionals Mastermind Podcast. The episode type is Weekly Certified Probate Expert Mastermind.

    In this episode, you will hear how to get probate leads from the courthouse, 3 probate success stories, and marketing tips and ideas to help you build a better probate business.

    Hosted by Bill Gross of Probate Weekly.

    Full Episode Notes and YouTube Stream: https://probatemastery.com/get-probate-leads-from-courthouse

    • Get Certified in Probate: https://probatemastery.com
    • Take EARN (Earn Attorney Referrals Now): https://courses.magnumopusproject.com/earn
    • Facebook Group: https://facebook.com/groups/estateprofessionalsmastermind
    • Marketing Consultation with Katt: https://courses.magnumopusproject.com/marketing-analysis
    • Canva Template for Probate Court Social Post: Available in the Probate Mastery Alumni group https://www.facebook.com/groups/ProbateMastery
    • EstateExec Guide, Reviews, and Interview with Dan Stickel: https://probatemastery.com/estateexec-probate-software-for-executors/
    • Free Guide to Probate for Investors: https://probatemastery.com/probate-for-investors-guide/


    In this episode:
    0:00 The probate niche and probate data vs. leads (Probate Niche)
    3:29 How to get probate leads from the courthouse free. (Probate Business)
    14:49 Easy, No-Face Social Media Post Template for probate court (Probate Marketing)
    18:28 Katt Marketing Coach Reviews (Marketing Coaching)
    21:38 Attorney Prospecting Ideas & Ancillary Probate Listing (Probate Success Story)
    28:20 Bill's probate investing deal from a YouTube lead (Probate Success Story)
    30:03 Probate real estate referral systems and SOI marketing (Referral Marketing)

    Congratulations to Bill for buying probate property, ClaireMonique for breaking out of her comfort zone, Deborah for getting a probate listing by providing value first, and Larry for hitting the pavement with his probate marketing plan.

    Live participation is available for students of Chad Corbett's probate course. Enroll now: https://courses.magnumopusproject.com/checkout-page

    Two major takeaways from this episode:

    1) ClaireMonique wasn't able to get a probate list from All The Leads (They didn't have Pinal County leads), but she took action and ended up getting 5 years worth of probate records for free and now knows a lot more about her local probate court! Follow her footsteps!

    2) Bill is generating his business without cold calling probates; If you're looking for a way to stop calling probate leads, focus on building your personal brand and attorney referral system through relationships and content.


    “The value is the process, not the results"

    Thank you to all the real estate agents and investors, attorneys, and financial services professionals who make these calls a great learning experience. Until next week - Happy learning!

    Learn more at www.probatemastery.com

    39 min

About Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

From the publisher's feed

Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial…

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