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Estate Professionals Mastermind

Author: Chad Corbett, Katt Wagner, and Special Guests

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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 freedom, all while making an impact in their community. Join the community at https://facebook.com/groups/estateprofessionalsmastermind Chad Corbett and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where participants take a deep dive into personal growth and accountability, deal analysis and transaction engineering, and action plans for taking their success a step further each week. Live participation in group coaching and access to a 24/7 alumni group is free with Probate Mastery enrollment.
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Group Coaching #15: Deal Analysis: Choosing A Strategy and Getting The Deal FundedFull Show Notes and links to all books, content and other resources mentioned: https://probatemastery.com/probate-mastery-group-training-15Watch with video on YouTube: https://youtu.be/GsgffJXOnpkJoin our Facebook Mastermind Group, Estate Professionals MastermindGroup Training episodes are recorded in Zoom and feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. Participation in live group coaching is free for anyone who has taken Chad's Probate Mastery Certification course. Learn more about the course and enroll:  https://ProbateMastery.comTime Stamps (YouTube links):00:00 Introductions0:25 How I Asked For and Captured A Testimonial2:25 How To Create Use A Testimonial in Google My Business3:51 Generating Leads With Facebook Groups: Local Life Transition Experts5:25 Building A Team Of Professionals Who Work Upstream Of Probate10:21 Starting a Business Partnership: Donna's Update11:41 When and How to Use Sub-To Creative Finance16:55 What To Expect At A REIA Meeting17:57 The Tax Advantages of Using Sub-To20:20 How to Invest Without Cash: Sub-To, BRRR, Notes, Community Banks, and Cash-Out Refi.22:01 How to Structure Business Partnerships: Equity, Roles, and Expectations 28:46 Going On Appointments With Probate Sellers31:35 Transaction Engineering: How To Buy A House From An Estate34:00 How To Find GOOD Community Banks and Private Lenders41:40 Deal Analysis: What’s The Best Way To Get This Done?Estate Professionals Mastermind content is recorded via zoom and can be viewed in video format in the Estate Professionals Mastermind community, YouTube, or our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessTake Chad Corbett's Probate Mastery courseNew to Probate? Check Out our professional guide to probate for bighearted real estate agents and investors
Group Coaching #14: Client Testimonials: How to Capture and Turn Them Into A Killer Video Marketing CampaignFull Show Notes and links to all books, content and other resources mentioned: https://probatemastery.com/probate-mastery-group-training-14Watch with video on YouTube: https://youtu.be/Busqg8I4qCAJoin our Facebook Mastermind Group, Estate Professionals MastermindGroup Training episodes are recorded in Zoom and feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. Participation in live group coaching is free for anyone who has taken Chad's Probate Mastery Certification course. Learn more about the course and enroll:  https://ProbateMastery.comTime Stamps (YouTube links):00:00 Introductions01:58 The Value of A Great Client Testimonial6:48 Take The Testimonial Challenge10:00   How Rosie Closed A Deal Through a Single Video Testimonial12:17 How To Effectively Repurpose Testimonial Content Multiple Times12:57  How To Create A Video Marketing Campaign15:45 Business Structure for an Agent-Investor Team: C-Corp vs. LLC?26:59 Joint-Venture or Partnership Agreement? 37:05 How To Test-Drive a Partnership40:44 Getting Brokers On Board for Your Investment VenturesEstate Professionals Mastermind content is recorded via zoom and can be viewed in video format in the Estate Professionals Mastermind community, YouTube, or our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessTake Chad Corbett's Probate Mastery courseNew to Probate? Check Out our professional guide to probate for bighearted real estate agents and investors
Group Coaching #13: Call Reluctance: Stop Forcing Yourself To Do What You Hate DoingFull Show Notes and links to all books, content and other resources mentioned: https://probatemastery.com/probate-mastery-group-training-13Watch with video on YouTube: https://youtu.be/z7lgKhQXzp0Join our Facebook Mastermind Group, Estate Professionals MastermindGroup Training episodes are recorded in Zoom and feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. Participation in live group coaching is free for anyone who has taken Chad's Probate Mastery Certification course. Learn more about the course and enroll:  https://ProbateMastery.comTime Stamps (YouTube links):00:00 Door Knocking Personal Representatives02:05 Finding Your Red Thread in Real Estate7:25 Door-Knocking: Circle-Farming vs. Targeting Probates10:07 Door-Knocking: New Probate vs Pre-Probate Leads?11:52 Pastor Perspective: Dealing With A Prospect’s Grief in Person14:11 Success Strategies: Eliminating The Need For Cold-Calling By Winning Attorney Relationships17:39 How To Cultivate A+ Attorney Referrals27:27 Call Reluctance: Stop Forcing Yourself To Do What You Hate Doing45:00 Inbound Marketing: Building Facebook Groups With PartnersEstate Professionals Mastermind content is recorded via zoom and can be viewed in video format in the Estate Professionals Mastermind community, YouTube, or our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessTake Chad Corbett's Probate Mastery courseNew to Probate? Check Out our professional guide to probate for bighearted real estate agents and investors
Group Coaching #12: The How-To on Time Management, Productivity, and Building Out Your Business.Full Show Notes and links to all books, content, and other resources mentioned: https://probatemastery.com/probate-mastery-group-training-12Watch with video on YouTube: https://youtu.be/-vJ26JrPOXIJoin Chad's Facebook Mastermind, Estate Professionals MastermindGroup Training episodes are recorded in Zoom and feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. Participation in live group coaching is free for anyone who has taken Chad's Probate Mastery Certification course. Learn more about the course and enroll:  https://ProbateMastery.comTime Stamps (YouTube links):00:00 Introductions1:06 Productivity and Time Management The Tony Robbins Way5:01 Using Google Calendar and Calendly To Balance Work-Life Time12:11 Rosie’s “3-D” Strategy For Productivity 14:39 Is It OK For People To Think You’re Busy?15:56 Streamlining, Documenting, and Delegating Tasks To Assistants21:16 How Rosie Manages Hiring and Task Hand-Off With VAs and Gig Workers27:58 Documenting Your Daily Processes for Future Training37:53 Tips For Building Systems As A Solo Agent/Investor.40:29 Getting Your Business On Track When You Need It Most49:32 How Rosie Interviews Virtual Assistants To Find The Right Fit57:12 Creating Facebook Ads For Probate Leads1:07:06 The Probate Checklist as Ad Creative1:14:15 Suggestion For Finding Videographers1:15:28 Always Celebrate Your Small Wins1:16:49 Starting a B2B Networking Group For Local Social Media Marketing1:23:54 Custom Branded Books For Probate Marketing1:24:34 How To Start Buying Investment Properties as A Licensed Agent Estate Professionals Mastermind content is recorded via zoom and can be viewed in video format in the Estate Professionals Mastermind community, YouTube, or our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessTake Chad Corbett's Probate Mastery course
From Cold-Calling to Chatbots, These Lead-Nurture Best-Practices Will Fix Leaks In Your Pipeline and Turn More Leads Into Deals.What if the right script allowed you to stop paying for real estate leads altogether, and instead turn your existing database into a deal machine? In this Ask The Expert, Nate Joens (Co-Founder at Structurely.com) joins Chad Corbett to discuss what 4 Years and 4 million conversations, analyzed with artificial intelligence, tell us about where people go wrong in real estate lead generation and follow-up, and how to get it right.FULL SHOW NOTES, VIDEO, AND RESOURCESWATCH ON YOUTUBEJOIN OUR FACEBOOK MASTERMINDCHECK OUT STRUCTURELYNuggets In This Episode (Timestamps Link To YouTube):00:00 The Achilles Heel of Real Estate Lead Generation2:14 The Best Real Estate Scripts and When To Use Them5:11 The #1 Thing NOT To Do With Scripts6:55 What Chatbots Can Do Better Than You9:08 Leveraging Empathetic Intent To Win Responses13:48 Handling Objections Before They're Presented14:47 How Chatbots Can Supersize Your ROI17:38 Stats and Metrics on Structurely’s Conversion: Portal Leads vs. Pay-Per-Click20:09 The Accountability Bonus22:12 How Many People Can Actually Tell It's A Chatbot?24:11 How To Integrate AI Chatbots Into Your Real Estate Marketing26:32 Winning Opt-Ins The Easy and Ethical Way29:20 What If You Just Stopped Paying For Leads Altogether and Work Through Your Existing Database?Check Out Structurely - We Think They’re Awesome!Try Out A Chatbot at TestyourAIassistant.com (Think of it as a roleplay partner with your exact schedule!)Structurely on TwitterNate's LinkedInNate's Twitter____BEFORE YOU GO ANYWHERE:Subscribe To Chad Corbett’s YouTube ChannelJoin Estate Professionals Mastermind on FacebookCheck out ProbateMastery.com to Learn More About The Certification Course
Group Coaching #11: Real Estate Agents and Investors Share Why Attorneys Send THEM Deals. Full Show Notes and Resources: https://probatemastery.com/probate-mastery-group-training-11Watch with video on YouTube: https://youtu.be/U4QQhMKh8aUJoin Chad's Facebook Mastermind, Estate Professionals MastermindGroup trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. Participation in live group coaching is free for anyone who has taken Chad's Probate Mastery Certification course. Learn more about the course and enroll:  https://ProbateMastery.comTime Stamps (YouTube links):00:00 Introductions00:47 Anton Lands His First Appointment With A Probate Attorney02:47 Ronald Gets His First Attorney Referral, then Three More!!5:33 How to Market to Pre-Probate Leads: Facebook Ads, Scripts, and Attorney Leads12:48 Bringing High Networth Clients to Attorney Prospects16:14 Co-Branding with Estate Planning Attorneys for Mail Marketing20:12 Why Don't More People Have A Financial Plan, Living Trust, Term Life Policy?25:13 I Have 5 Attorneys Interested In Working With Me; How do I interview/Vet Them?30:01 Why I Entered (and Re-Entered!) the Probate Niche31:16 B2B and Consumer Marketing With Real Estate Podcasts36:11 Becoming an Affiliate Member of the Local Bar Association, Estate Planning Councils38:36 How To Become The Local Probate Real Estate Expert42:33 How to Respond to: "Who Are You and What Do You Do?"45:18 How to Commit To Getting Started and Building Momentum52:34 Figuring Out The Best Acquisition and Disposition Strategy1:02:51 COVID Court Re-Openings and Digital Evolutions Across The Country1:10:23 Community Bank Loans: Loan to Cost vs. Loan to Value (LTC vs LTV)Estate Professionals Mastermind content is recorded via zoom and can be viewed in video format in the Estate Professionals Mastermind community, YouTube, or our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessTake Chad Corbett's Probate Mastery course:  https://probatemastery.com
Creative Real Estate Investing: Ask The Expert with Chris PrefontaineChad Corbett chats owner finance, sandwich lease options, and subject-to deals with creative finance expert Chris Prefontaine.Full Show Notes and Resources: https://ProbateMastery.com/chris-prefontaine-creative-finance-strategiesWatch on YouTube: https://youtu.be/ldrvMs-_IMcJoin Chad's Facebook MastermindWhat you’ll learn about in this episode:How many people see an increase in their deal flow after learning creative financingThe different paydays Chris and his team extract from each dealHow creative financing can help you win the deals your competition is walking away fromWhat to do if your Broker suggests you shouldn’t offer creative finance optionsHow Chris and his team have 3x’ed their acquisitions even through COVIDWhat lead lists Chris is targeting and how he is segmenting themHow to take a probate lead and turn it into a free house for yourself through subject-to terms.Why you should offer creative finance options to probate families, and how to present options in an easy-to-understand wayWhy continued learning is crucial for growth and personal development, and the best ROI you could ever findResources:Chad Corbett’s interview on the Smart Real Estate Coach Podcast, 4/23/2021: https://smartrealestatecoachpodcast.com/podcasts/chad-corbett/Estate Professionals Mastermind Facebook Group: www.facebook.com/groups/estateprofessionalsmastermindRecommended Reading: Real Estate on Your Terms by Chris Prefontaine:Free webinar: www.smartrealestatecoach.com/webinarFree strategy call: www.smartrealestatecoach.com/actionFree book: www.freesrecbook.comhttps://www.smartrealestatecoach.com/thriving - it's a chapter in the Newly Revised Real Estate On Your Terms, for free Chris Prefontaine’s QLS Course: SmartRealEstateCoach.com/QLSShift Happens Session 4: Chad breaks down  7 Different Creative Financing Strategies Estate Professionals Mastermind content is recorded via zoom and can be viewed in video format in the Estate Professionals Mastermind community, YouTube, or in our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessTake Chad Corbett's Probate Mastery course:  https://probatemastery.com
Full Show Notes: https://probatemastery.com/probate-mastery-group-training-10Watch with zoom video on YouTube: https://youtu.be/OrEz4Qk-EZ0 Join the Facebook Community, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermindGroup trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. Participation in live group coaching is free for anyone who has taken Chad's Probate Mastery Certification course. Learn more about the course and enroll:  https://ProbateMastery.comTime Stamps (YouTube links):00:00 Introductions00:21 How to Find a Missing Heir in Probate08:41 Business Structuring and Liability for Investment Activity16:21 Pre-Probate: Skip-Tracing and Marketing23:14 How to Generate Leads Through Seminars29:21 How To Hashtag your Elevator Pitch41:03 Getting Prospects To Care About Their Financial Future: The Stepped-Up Basis and Proposed Tax Changes49:42 Sparking Participation in Zoom Seminars52:34 The Social Enterprise Approach to Probate Marketing1:07:16 Turning a Million Dollar Single Family into a Multi-Million, Multi Use BuildingThese calls are recorded via zoom and can be viewed in video format in the Estate Professionals Mastermind community, YouTube, or in our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessPreview Session 1 of Probate Mastery free! Learn more https://probatemastery.com#realestate #probate #realestateinvesting
Full Show Notes: https://probatemastery.com/probate-mastery-group-training-9Watch with zoom video on YouTube: https://youtu.be/eC9Zxt0Q6zwJoin the Facebook Community, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermindGroup trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. Participation in live group coaching is free for anyone who has taken Chad's Probate Mastery Certification course. Learn more about the course and enroll:  https://ProbateMastery.comTime Stamps (YouTube links):00:00 Introductions0:32 How to Get Into Real Estate Investing As An Attorney1:22 Using Title Checks as a Lead Generation Tool5:05 Skiptracing with LexisNexis6:22 Creating A USP to Match Your Unique Skill Set7:53 Creating Service Packages with Vendors for Added Value Offers10:12 Why Investor and Brokerage Partnership is So Important14:28 What To Do If An Agent is Not Presenting Your Investment Offer17:20 Excluding Your Offer From A Seller’s Listing Agreement (and Avoiding Implied Agency)18:10 Transaction Engineering: Owner Finance, Land-Trust, and Novation Agreements.25:55 Why Do Motivated Sellers Object to Owner-Finance?28:46 Signed Listing Agreement BEFORE Letters of Testamentary?31:16 Matching Acquisition Strategy and Market43:47 Getting Over The Fear of Doing Your First Investment Deal48:45 Updates from Rodger LecyThese calls are recorded via zoom and can be viewed in video format in Estate Professionals Mastermind community, YouTube, or in our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessPreview Session 1 of Probate Mastery free! Learn more https://probatemastery.com#realestate #probate #realestateinvesting
Full Show Notes: https://probatemastery.com/probate-mastery-group-training-8Watch with zoom video on YouTube: https://youtu.be/5Myf92bq91YJoin the Facebook Community, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermindThis is session 8 of Probate Mastery Group Coaching.  Live group coaching is free for Certified Probate Experts. Learn more about the comprehensive probate certification course at https://ProbateMastery.comTime Stamps (YouTube links):00:00 Introductions2:46 Recent NAR Marketing Report5:32 Kevin Ward Collaboration6:56 Lifestyle Structuring: Residency and Taxation20:10 Preparing For Showings: Handling Seller Excuses/Procrastination39:41 Feel, Felt, Found: Breaking Your Seller Out of Probate Quicksand.43:23 Content Marketing Strategy49:26 Josh’s Probate Mastery Success Story51:04 Capture Client Testimonials - No Excuses!53:57 Navigating Probate Sales with a Live-In Tenant.59:20 Getting An Investor Purchase Agreement Signed When An Heir Disagrees.Group trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts.These calls are recorded via zoom and can be viewed in video format in Estate Professionals Mastermind community, YouTube, or in our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessLive participation is reserved for graduates of the Probate Mastery (CPE) Certification Course. To learn more, visit ProbateMastery.com 
Full Show Notes: https://probatemastery.com/probate-mastery-group-training-7 Watch with zoom video on YouTube: https://youtu.be/1N0tpnAcE_gJoin the Facebook Community, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermindThis is session 7 of Probate Mastery Group Coaching.  Live group coaching is free for Certified Probate Experts. Learn more about the comprehensive probate certification course at https://ProbateMastery.comTime Stamps (YouTube links):00:00 Introductions1:03  Should You Use A Real Estate Script?4:07 Optimizing Cold Calling: Contact Rates, Script Adjustments, and Team Management.12:03 Inbound Marketing: How to “Be Found” By Clients Who Want Your Real Estate Services14:37 Optimizing Your Video Content for Inbound Marketing17:26 Re-Purposing Your Video Content in an Email Marketing Drip for Lead Nurture19:35 How Email Scripts Have Worked For Rosie21:36 How Much Does A Real Estate Virtual Assistant Cost?24:19 Erik Shares Insights From His VoiceLogic Probate Prospecting Campaign27:10 How to Repurpose Written Testimonials for Video Marketing30:29 Is Email Marketing Enough?31:33 How Do You Switch Between Your Realtor and Your Investor Hat?33:14 Off-Market Deals From Probate Listings: Highly Motivated Sellers36:26 How Brokerage/Investment Transparency Wins, Everytime. 41:12 How To Balance Listings vs. Acquisitions.43:20 Asset Protection for Investment Properties: LLCs and Land TrustsGroup trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts.These calls are recorded via zoom and can be viewed in video format in Estate Professionals Mastermind community, YouTube, or in our podcast archive.Looking for Probate Leads and Marketing Automation? https://probatemastery.com/probatesuccessLive participation is reserved for graduates of the Probate Mastery (CPE) Certification Course. To learn more, visit ProbateMastery.com 
Full Show Notes: https://probatemastery.com/probate-mastery-group-training-6  Join the Facebook Community, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermind This is session 6 of Probate Mastery Group Coaching.  Live group coaching is free for Certified Probate Experts. Learn more about the comprehensive probate certification course at https://ProbateMastery.com Time Stamps (YouTube links): 00:00​ Introductions00:26​ - Handling Objections Involving Procrastination5:39​ - Winning Permission For Follow-Up Calls7:03​ - Application vs. Petition for Probate9:24​ - Improving Your USP/Voicemail Script for Cold-Calling16:31​ - Notice of Defaults (NOD) Leads vs. Expireds19:04​ - Navigating Scripts and Conversations For NOD/Pre-Foreclosure Leads31:29​ - Rosie’s Best Set Up For Real Estate Video Marketing35:37​ - Going from Student To Coach in the Real Estate Space52:19​ - Social Impact of the 1031-Exchange: Institutionalized Housing vs. Individual Homeownership.56:44​ - Scaling Beyond Production - Real Estate Notes and Syndications1:04:35​ - Building Your 10-Year Roadmap: Balancing Career and Lifestyle1:07:04​ - Recognizing and Combating the Crabs-In-A-Bucket Phenomenon1:09:17​ - Business Brokerage - Opportunity in Mergers and Acquisitions (M&A)1:15:53​ - Monetizing Every Deal - Breaking Down the Stigma Between Agents and Investors1:18:48​ - Depreciating Assets and Cost Segregation1:21:27​ - Niche Investment Portfolios - Class-C RV Rental MarketGroup trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. These calls are recorded via zoom and can be viewed in video format in Estate Professionals Mastermind community, YouTube, or in our podcast archive. Live participation is reserved for graduates of the Probate Mastery (CPE) Certification Course. To learn more, visit ProbateMastery.com 
Full Show Notes: https://probatemastery.com/probate-mastery-group-training-5This is session 5 of Probate Mastery Group Coaching.  Live group coaching is free for Certified Probate Experts. Learn more about the comprehensive probate certification course at https://ProbateMastery.comTime Stamps (YouTube links):00:00​ Introductions1:23​ Where is Mastery Going From Here?7:40​ How Rosie is Living Free After One Year of Probate Real Estate Investing11:31​ | 38:20​ When is a BPO needed vs. a CMA?12:06​ Win More Deals With The Right Approach20:36​ Tax Changes and Motivating Sellers To Act Now 125:18​ Getting Out Of A Slump and Revitalizing Your Listing Pipeline29:54​ Change Your Cold-Calling Mindset39:37​ Tax Changes and Motivating Sellers To Act Now 251:16​ Financing, Lines Of Credit, and Business Structuring54:47​ Eviction Moratoriums, Mortgage Payments, and Foreclosure Chaos1:03:37​ TCPA, DNC, and Cold-Calling Probate Real Estate LeadsGroup trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts.These calls are recorded via zoom and can be viewed in video format in Estate Professionals Mastermind community, YouTube, or in our podcast archive.Live participation is reserved for graduates of the Probate Mastery (CPE) Certification Course. To learn more, visit ProbateMastery.com
Full Show Notes: https://probatemastery.com/probate-mastery-group-training-4This might not seem like your typical podcast at first, but it's worth it.  We've taken away the soapbox and brought guests together for a cohort learning experience.  You will find value in these sessions if you're interested in real estate, investing, estate planning, financial independence, and scaling your business in a way that allows you to make an impact on your community at the same time.Group trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts.These calls are recorded via zoom and can be viewed in video format in Estate Professionals Mastermind communityLive participation is reserved for graduates of the Probate Mastery (CPE) Certification Course. To learn more, visit ProbateMastery.com
This might not seem like your typical podcast at first, but it's worth it.  We've taken away the soapbox and brought guests together for a cohort learning experience.  You will find value in these sessions if you're interested in real estate, investing, estate planning, financial independence, and scaling your business in a way that allows you to make an impact on your community at the same time.Group trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. These calls are recorded via zoom and can be viewed in video format in Estate Professionals Mastermind communityLive participation is reserved for graduates of the Probate Mastery (CPE) Certification Course. To learn more, visit ProbateMastery.com
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