Designing a Business That Works for YOU! Unlock Success with These Tips

08 May 2025 • 64 min • EN
64 min
00:00
01:04:21
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Learn how to build a business that fits your lifestyle and goals! Discover practical strategies for success and designing your dream business. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 05:46 Approved & Appointed: Big Wins for David in Law and Leadership 07:00 David’s Probate Letter Strategy That Gets Results 08:11 Designing a Business That Works for You 09:28 Fiduciaries vs. Petitioners: What’s the Real Difference? 09:45 Understanding the Petitioner’s Role—and Attorney Gaps—in Probate 11:29 When They Say "My Attorney’s Got It" — What That Means 11:48 The Truth About Most Probate Attorneys (Only 10% Are Prepared) 13:21 Is ‘My Attorney’s Got It’ Just a Brush-Off? 13:39 Probate Is Like Selling a House—But with More Paperwork 16:21 When Attorneys Say ‘I’ll Take Care of It’—Why That’s Not Always Enough 18:14 From Learning to Closing: Bill’s Journey to Closing His 2nd Probate Deal 19:49 Is a Fiduciary a Good Prospect? Where to Find Them 19:59 Finding Fiduciaries: Where to Prospect and Specialize 21:23 What to Look for When Prospecting Fiduciaries 24:34 The Role of a Public Administrator in Probate 25:46 Challenges in San Diego County: Too Many Hoops in Probate 26:10 Research Fiduciaries in Your State: Find Networking Opportunities 28:50 Success Rate of Low-Volume Probate Filings: What"s the Probability? 29:23 Why Smaller Counties Can Be a Goldmine for Probate 33:16 Do You Use Contacts Outside of Probate Cash? 33:20 Advancing Money for Repairs Before Listing: Bruce’s Experience 34:05 Pros and Cons of Using Probate Cash: Bill’s Insight 36:25 Understanding the Risks of Borrowing Against Inheritance 38:35 Probate Mastery Commercial 39:54 Do Attorneys Also Get Paid as Fiduciaries? 40:07 Why Attorneys Generally Don’t Handle Both Petitioner and Fiduciary Roles 41:31 How Soon to Contact the Executor After Probate is Filed? 41:57 Bruce Shares a Story: Answering a Great Question 47:16 David on Growing Your Business: No Perfect Method 51:09 Bruce on Understanding the Need When Presenting a Message 53:46 Chat Question: What Resources Do You Typically Send Out? 53:50 Bruce on Key Resources: Probate Checklist, Brochure, and More 55:29 Chat Question: What to Do If a Prospect Denies It’s a Probate Case? 55:35 Bruce on Handling Prospects Who Deny Probate: Truth vs. Strategy 57:12 Chat Question: Book Recommendations on Wholesaling 57:31 David on Seller Financing and Assignment in Real Estate Deals 58:05 Bruce on Book Recommendations: "Investing in Real Estate" for Wholesaling Insights" Check out our channel here: https://www.youtube.com/@realestateinprobate Don’t forget to hit the subscribe button to stay updated! FIND US AT https://probatemastery.com/ GET IN TOUCH Contact us at support@probatemastery.com FOLLOW US ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! Facebook: https://www.facebook.com/ProbateMastery/ Instagram: https://www.instagram.com/coachbrucehill/ Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share Learn more at www.probatemastery.com

From "Estate Professionals Mastermind - Probate and Senior Real Estate Podcast"

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