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Unique Relationship Building Strategies & Converting Old Leads into Gold Leads! | ATL Mastermind 523
Manage episode 476505680 series 2808805
Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!
Today’s episode of the All The Leads Mastermind podcast dives into an open forum-style discussion focused on relationship-building, prospecting, and systems optimization for probate and pre-probate leads. Community members bring to the table real-world challenges and creative solutions, including how to approach estate planning attorneys, offer value to past clients, and leverage personal planning—like setting up your own living trust—as a networking tool.
The episode highlights the strategy of “seesawing” between client and attorney outreach to create mutually beneficial relationships. It also explores how agents can refresh and revisit older leads—even those from years ago—with surprising success, especially when there's minimal competition and high motivation from the prospect’s side.
Bruce discusses updates to the Probate Mastery certification course, emphasizing a newly expanded training format with 30–40+ hours of content and the upcoming launch of free weekly Probate Foundations classes. Meanwhile, listeners share best practices for team calling sessions, utilizing click-to-dial features, and maintaining consistent follow-up.
The group also discusses compliance risks around cold emailing and the importance of securing opt-in communication permissions to remain legally sound under CAN-SPAM regulations. The episode wraps up with standout success stories from the community, including a new lead with nine properties and several recent closings, showcasing how consistent action and education pay off in the probate niche.
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
1. Introduction (00:00:00)
2. Setting the Stage for the Episode (00:01:22)
3. Client and Attorney Relationships (00:02:00)
4. Leveraging Trusts for Networking (00:06:00)
5. Probate and Pre-Probate Differences Explained (00:12:40)
6. Team Strategies and Lead Management (00:16:48)
7. Market Insights and Expansion Plans (00:22:14)
8. Leaving Messages and Conversations (00:26:31)
9. Setting Up Click-to-Dial in the CRM (00:27:00)
10. Probate Mastery Program Updates (00:29:03)
11. New Weekly Probate Foundations Classes (00:31:39)
12. Success Stories and Implementation (00:34:34)
13. Email Campaigns and CAN-SPAM Compliance (00:40:37)
14. Encouragement and Taking Action (00:49:44)
15. Hawaii Real Estate Market Insights (00:53:19)
16. Concluding Remarks (00:57:19)
259 episodes
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