Referrals, Gatekeepers and Voicemail Drops | Probate Mastermind Episode #347

Referrals, Gatekeepers and Voicemail Drops | Probate Mastermind Episode #347

Probate Mastermind Episode #347 | Recorded Live on 9/30/2021   

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These episodes are recorded as a live Question and Answer Mastermind with participation from agents and investors across the country. Thanks for tuning in, and don’t forget to subscribe for future episodes!

Call Re-cap:

00:00 Introductions

Jim, Bruce and Tim share general updates.

02:02 How to Get Past Gatekeepers

A listener asks about what kind of content should be included in a communication to an assistant that will help ensure it's opened by the intended recipient. Jim and Bruce explain some techniques to make sure your communication looks official and urgent. Tim adds that asking for a few minutes of time to speak about a sensitive issue would not be inappropriate in this instance. Bruce reminds the listener that when dealing with a gatekeeper (like an assistant) to pose an open ended question about the best way to “grab five minutes of their [bosses] time”.

09:15 Voicemail Drop Strategies 

Scott from Atlanta asks what kind of voicemail drops the Team would recommend for older leads. The Team shares multiple examples of voicemail drops and the reasoning beyond each strategy. Bruce explains the benefits of sending additional letters to older leads. 

30:00 Doorknocking 

Bruce answers a question regarding “knocking on doors”, explaining that it can be very valuable if done correctly. Tim expands on the topic by explaining that knowing the address of the personal representative can be very valuable when “door knocking” , reminding the caller that ATL provides this information and much more to its subscribers.

37:30 Rodger’s Win

Rodger shares his own experience doorknocking. Jim tells a quick story about two docks and some shrimp boats. Rodger lays out his recent win and how he provides great value to his clients!      

49:33 Referrals for Attorneys 

A caller from Boston asks about how to make great relationships with attorneys. Bruce explains how he uses referrals and his network of professionals to yield the desired connections with estate attorneys.  

56:15 Docks and Shrimp Boats 

Bubba from Nebraska calls in to provide an example of what a powerful tool referrals can be.



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