Probate Master Class
Duration of class: 7 weekly calls at 45-60 minutes per call, Total=$299
When completed, students who participate in this class should have clarity around the following:
Understand the needs of their clients going through the probate process, both in a personal and professional manner.
An understanding of how to meet the unique needs of this client base through building of a systematic model with vendor partnerships and other relationships.
A basic knowledge of how probate works in their specific location or municipality.
Receipt of basic scripts for lead generation to the clients, attorneys, and others of influence over the estates.
Know the resources available for lead generation, research of these types of sales and who the players in this market segment.
Specific types of lead generation that perform well and setting of a budget to determine ROI.
Potential investment opportunities presented by these types of transactions.
Duration of class: 7 weekly calls at 45-60 minutes per call, Total=$299
When completed, students who participate in this class should have clarity around the following:
Understand the needs of their clients going through the probate process, both in a personal and professional manner.
An understanding of how to meet the unique needs of this client base through building of a systematic model with vendor partnerships and other relationships.
A basic knowledge of how probate works in their specific location or municipality.
Receipt of basic scripts for lead generation to the clients, attorneys, and others of influence over the estates.
Know the resources available for lead generation, research of these types of sales and who the players in this market segment.
Specific types of lead generation that perform well and setting of a budget to determine ROI.
Potential investment opportunities presented by these types of transactions.
Duration of class: 7 weekly calls at 45-60 minutes per call, Total=$299
When completed, students who participate in this class should have clarity around the following:
Understand the needs of their clients going through the probate process, both in a personal and professional manner.
An understanding of how to meet the unique needs of this client base through building of a systematic model with vendor partnerships and other relationships.
A basic knowledge of how probate works in their specific location or municipality.
Receipt of basic scripts for lead generation to the clients, attorneys, and others of influence over the estates.
Know the resources available for lead generation, research of these types of sales and who the players in this market segment.
Specific types of lead generation that perform well and setting of a budget to determine ROI.
Potential investment opportunities presented by these types of transactions.
