Latest / All The Leads Mastermind Podcast / Cold Call Training: Probate Scripts Role Play #63
Transcript
- 0:00Welcome to All The Leads Cold Call Training, a special series recorded once a month for the Probate Mastermind Podcast.
- 0:06These episodes feature agents, investors and wholesalers from across the country role playing their real estate cold-calling scripts with coaches Jim Sullivan and Bruce Hill.
- 0:16The role play portions of the call are completely un-edited, so listeners can experience how these calls would sound if they were real conversations.
- 0:24Be sure to join our Facebook Group " All The Leads Mastermind" to find role play partners and more.
- 0:29For previous episodes, visit AllTheLeads.com/podcast Welcome extraordinary agents and investors from across the country.
- 0:39Today is Wednesday, February 3rd, 2021.
- 0:44And this is role-play call numbers 63.
- 0:47We have our extraordinary coach.
- 0:50To go along with our extraordinary agents and investors on the line.
- 0:53So challenge, this is challenge Bruce Day, Burke, your hardest objections to the call and, uh, he and I will be here to see if we can answer them.
- 1:01So let's go ahead and get started.
- 1:03Uh, first up this week is phone number ending in zero five, four four.
- 1:09You're up first.
- 1:10Hi, this is Jim . Can you hear me?
- 1:12Hey, Jim Loudon, Claire, sir.
- 1:14Great.
- 1:14Great.
- 1:15Great.
- 1:15Yeah.
- 1:15I'd like, uh, Bruce to be the executor and I'd like to try my presentation out on him.
- 1:21Awesome.
- 1:22You're a brave man.
- 1:23Jim, Jim is actually cheating cause we just, uh, we just ran through this a second ago, so it hasn't forgotten.
- 1:29He was so it's fresh in my mind for us and I will find impress you.
- 1:32Make sure you hit them with something off the wall that he's not expecting.
- 1:35We'll test them all up.
- 1:37I'll I'll be relatively nice.
- 1:39Let's be relatively like an executive or I want this, uh, thank you.
- 1:43Take the gloves off the, uh, the, the key word is relative.
- 1:47Okay.
- 1:47You're ready.
- 1:48I'm ready.
- 1:49Yep.
- 1:49Hi Bruce.
- 1:50This is Jim . Do you happen to recognize my name from the letter I sent you last week?
- 1:55Um, uh, I don't know.
- 1:59I don't know, Jim, what was it about?
- 2:00Yeah, Bruce, I own the executors helper.
- 2:03I provide various services to make life easier for executors.
- 2:07So I just wanted to let you know that we're out there doing things to make the probate process a lot less stressful for families.
- 2:14And honestly, Bruce, I don't even know if what we do for other executors would benefit you, but.
- 2:20If you'll give me just a minute to tell you how I make life easier for others, then you can just tell me if we should talk more or if you have everything taken care of it.
- 2:29Okay.
- 2:30Um, okay.
- 2:31I just have a minute, but go ahead.
- 2:33Nope.
- 2:34Okay, Bruce, is it more likely that the house is going to stay in the family or eventually be sold?
- 2:39Um, we haven't decided yet.
- 2:41I don't know.
- 2:42I, I got, I got a lot going on.
- 2:44We hadn't even talked about it.
- 2:45Okay.
- 2:46We have solutions for family members that want to buy the homes.
- 2:51We are able to pre-approve them for financing and actually estimate the value of the house too.
- 2:57So family member of buying the house is something we can definitely help you with.
- 3:02We can determine the value of the house and we can also approve the family member for financing.
- 3:07Okay.
- 3:08Now let's talk a little bit more about what's more commonly done, Bruce.
- 3:12In fact, selling the house, although everybody's needs vary a bit in general, a very commonly used service of ours is simply clearing out the house.
- 3:23We sell some items for you and donate others, saving you a lot of time.
- 3:27And we also have cleaning crews to inexpensively clean the house.
- 3:31After it's cleared out minor repairs can be taken care of you as well.
- 3:35And we even do these very low cost alarm systems.
- 3:38If the house is vacant.
- 3:40So in general, those are some of the items that we help families with.
- 3:44However, Bruce there's one particular free service of ours.
- 3:48That most executors take full advantage of and benefit from tremendously.
- 3:54May I tell you what that is too?
- 3:56Yeah.
- 3:56Yeah.
- 3:57Go ahead.
- 3:57Bruce.
- 3:58It's tremendous.
- 3:59It's called the executors tip sheets, the executors tip sheet.
- 4:04It's a huge help with everything needing to be done.
- 4:07That's not part of your attorney's job.
- 4:10I'm talking about the things that need to be done that fall on your shoulders.
- 4:14In fact, most executors use every tip on this tip sheet because it saves them so much time and money, but the most beneficial and popular feature of this free service, the executives tip sheet is this, it makes it so simple to decide if you should sell the house as is, or if you are better off making some very minor inexpensive changes to get a lot more money for it.
- 4:42Bruce.
- 4:42Here's the best part.
- 4:43And why so many executives take advantage of this particular tip sheet?
- 4:49It includes an estimate of the house value in its present condition.
- 4:53It includes an estimate of recommended changes or repairs and how much the house it should sell for after those changes are made.
- 5:03Bruce, a lot of executors feel getting this important and free information without having to commit to anything makes a lot of sense as it makes sense to you.
- 5:12Aye.
- 5:13Aye, Jim, I, I, I, um, I'm kinda running tight on time and uh, I don't know.
- 5:19W w if we, if we talk about it and decide that we're going to sell, we'll call you back and take you up on that.
- 5:25Do you need a call back in a couple of months?
- 5:27Um, yeah, that'd be good that we'll, we'll be further along by then.
- 5:31Yeah, that's fine.
- 5:32I, I understand.
- 5:34And I'd be glad and I'd be glad to share some great ideas with you when we talk again, but in the meanwhile, would it be helpful for you to know what the house is worth now?
- 5:44How much it would cost to clean it up, how much it would cost to improve it, to get tens of thousands more.
- 5:50Wouldn't it make sense to have these ideas already in mind?
- 5:54Wouldn't it make it easier over the next two or three months to the side?
- 5:58What you're going to do if you already have the free information?
- 6:01I just don't know.
- 6:03I think, uh, maybe could you send it in the mail to me?
- 6:07The mail isn't going to help your Bruce everybody's situation is different.
- 6:12No two houses that we help people with have the same needs.
- 6:16Your house is going to be unique.
- 6:18I'd like to prepare for you.
- 6:20Some ideas that I know you'll be want.
- 6:23You'll wind up using.
- 6:24These are ideas that other executors have proven.
- 6:28That saves them time.
- 6:30It saves them money and it brings their estate to a successful conclusion satisfying or the era's Bruce, Bruce.
- 6:37This is something, unfortunately that's been put on top of you.
- 6:41And I know you're not thrilled about having to be an executor.
- 6:44I've been one I've gone through it myself, but all of us had one thing in common.
- 6:49We wanted to get the job done inexpensively and quickly.
- 6:54Then what you want to get this off your shoulders?
- 6:56I don't even know what we're taken off, I guess.
- 6:58So I, I don't even know what we're taken off of our shoulders.
- 7:01Uh, and I'm really running tight on time.
- 7:03So yeah, I guess we're, we're not ready to sell the house yet.
- 7:07Um, if you can help me save some time and it doesn't cost anything then sure.
- 7:12All right.
- 7:12I'd be pleased to do that for you, Bruce.
- 7:15I'd be happy to help you and give you a lot of chips and you can take this information and consider it and speak to the rest of your family members about it.
- 7:23I generally do these free consultations during the week with some limited time on the weekends, our weekends, better for you.
- 7:30What do you prefer during the week?
- 7:31Uh, no, I have off on Wednesdays and Fridays.
- 7:34Okay.
- 7:35Are you an early bird that you got up early or is it an afternoon appointment on Wednesday?
- 7:39Better?
- 7:40Uh, I'd say afternoon's better.
- 7:42Okay.
- 7:42Three o'clock good for your bros?
- 7:44Um, sure.
- 7:45Okay.
- 7:45Okay, I've got your address.
- 7:47I know that's right off of main street.
- 7:49I'll be there.
- 7:50Three o'clock sharp.
- 7:51And I think you'll be very happy that we wound up meeting.
- 7:54You're going to find a lot of benefit in this free information.
- 7:57Thank you.
- 7:58And I'll see you on Wednesday.
- 7:59All right.
- 8:00Thank you for your dude.
- 8:01Take off.
- 8:02Not quite, did I take the gloves off, Jim?
- 8:05No, they were, they were, uh, I was, I was pretty tough on you.
- 8:08I was pretty tough on ya.
- 8:09That's real life.
- 8:10Yeah.
- 8:11You were just noticeably unenthusiastic, Bruce, no matter how, how enthusiastic Jim was, you just didn't want to go there with him, which so you made it, you made them keep coming back and coming back.
- 8:22Great job.
- 8:22You want to, you want to give a critique first?
- 8:24Bruce, do you want me to, why don't you go?
- 8:26You go first.
- 8:27You Jim, Jim, I love your name, man.
- 8:29Um, I, I love the, and I know this is something that Bruce teaches.
- 8:33I just loved the, you know, I don't even know if any of these services could help you.
- 8:37It's very disarming it.
- 8:39You're giving them permission to say no, which is a great way to start the conversation that really takes the pressure off.
- 8:45Um, Let me ask you, Jim, do you have probate plus or R or did you just, as you assumed that there was a house, you didn't ask him if there's any real estate in, um, do you have probate plus, did you know that there was a property going in?
- 8:59No.
- 9:00Um, you know what it is, I asked him if he was going to sell the house or keep it in the family.
- 9:06Yeah, no, I actually, I kind of liked that.
- 9:08Yeah.
- 9:08Yeah.
- 9:09Um, I kinda liked that you just assumed there was a house.
- 9:12If there wasn't, he's going to tell you so, but I, I liked that.
- 9:15Um, you did a great job of asking questions and alternative closes that it didn't sound scripted.
- 9:21It sounded very natural.
- 9:22You just kept giving them two options.
- 9:24Two more options, two more options.
- 9:26One thing, one thing I wrote down there that I thought.
- 9:29Was a mistake, but I think it was probably intentional when, when he was blowing you off, you said, can I call you back in a couple months?
- 9:36And I wrote down, you know, like why a couple of months, but I think that was just like, take my name and number.
- 9:43I think you just use that as a way to disarm him and then you just kept on, kept on selling.
- 9:49So the way you use that was great.
- 9:52You know, it a couple of months was, was more disarming than, than, uh, a few days or a couple of weeks.
- 9:57So, great job, man.
- 9:59I can tell, I can tell that you've practiced this.
- 10:01Have you, have you you've actually been prospecting or is it all been practiced so far?
- 10:06Oh, so it's all been practiced so far, but I have, uh, extensive sales experience and um, so yeah, a lot, a lot of experience in selling.
- 10:16Yeah.
- 10:16It came through, you sounded very sincere, great job.
- 10:19Yep.
- 10:20Thank you, Bruce.
- 10:21I would say, um, uh, number one is, um, it's probably, um, probably a little bit better in the North.
- 10:28Um, you're currently in New York, right?
- 10:30Jim?
- 10:31Yes.
- 10:32Yeah.
- 10:32So probably a little bit better in the North.
- 10:34I like to refer to, to the, the attitude or the temperament that I have on the phone.
- 10:41Um, as, as though I'm changing hats and the hat that I like to wear when I'm making probate calls.
- 10:48Instead of being sales guy.
- 10:51I like to wear the neighbor, neighbor, drinking a beer on his front porch hat.
- 10:56And of course I don't tell them that I'm drinking a beer on my front porch.
- 10:59Um, it's not always false, but, uh, but, but that's the temperament that I try to come to it with.
- 11:05So, um, depending on the reception that you receive, when you're making these calls, you might want to try to, to, um, Alter your temperament just a little bit from being, um, uh, I almost felt like there was a lot of commercial in there, like television commercial, or radio commercial, alter your temperament to being a little bit more sitting on the front porch, drinking a beer.
- 11:30I'm just the guy.
- 11:31Um, but I want you to try what you're doing before you just immediately go and change everything that I'm telling you to tell you about.
- 11:39Because in my, in my area and a lot of the areas, a lot of people need to go a little bit less salesy.
- 11:45Um, you were, uh, very disarming.
- 11:48Um, you, you made sure that I, I felt when I pushed back too hard, you made sure that I felt like, um, uh, like you were understanding me and you weren't combating me or coming back at me, one of the things, and I don't know how I feel about this.
- 12:03You were doing a ton of trial closing.
- 12:07What a soft closing.
- 12:08Wouldn't it be?
- 12:09Wouldn't it be beneficial for this?
- 12:11Wouldn't it be beneficial for that?
- 12:13Almost felt, felt like you laid that on just a little bit thick though.
- 12:17Wouldn't it be close?
- 12:19I love using that.
- 12:20And I can tell how natural you are plugging it in plugging in, and I wasn't counting, but I bet you probably put that in 10 times through the conversation.
- 12:30Um, I might try to dial it back so that it's less obvious that you're, uh, that you're getting an agreement close.
- 12:38Um, And maybe it's just me, maybe it's because I know the sales techniques that I recognized it as much.
- 12:43And I'll ask Jim in a second, what he thinks.
- 12:45Um, and then last is you asked for about 60 seconds of time.
- 12:49If you're going to ask for 60 seconds, try to hold back on, um, what you're presenting a little bit.
- 12:56You don't need to be at exactly 60 seconds or a minute, but try to hold back.
- 13:00You ran a little bit long.
- 13:01And if I was, um, if I was a grumpy new Yorker that said, Hey, I'm busy and I've got a minute.
- 13:07Uh, you'd probably lose me at two.
- 13:09Okay.
- 13:10Okay.
- 13:10I thought I heard cleared that up, uh, when I asked if I could tell them about the other thing too, but I'll, I'll call it clean that up.
- 13:17That's fair.
- 13:18That's fair.
- 13:18Yeah.
- 13:19I'll, I'll clean that up now.
- 13:20Listen, I don't have a tip sheet, but if you're going to use that presentation, you better.
- 13:25Yeah.
- 13:25I think it might be pretty important.
- 13:28I think it's helpful to the presentation.
- 13:30I think it's a tip sheet or a checklist or something that you can get in front of them is going to be beneficial.
- 13:37Um, so yes, you use something like that.
- 13:40That's what I was kind of thrilling this valuable tip sheet, you know?
- 13:44Alright.
- 13:44I have a lot of other people that, you know, real good.
- 13:47I was going to follow up on Bruce's question.
- 13:49If I get what Bruce is saying, it didn't strike me.
- 13:53Um, overwhelming the wouldn't it be?
- 13:56Um, you didn't use a lot of trial closes, but maybe.
- 13:59Maybe you probably did say, wouldn't it be about 10 times, maybe just rephrase that a little bit.
- 14:04How does that sound, um, that, that you, you know, there's nothing to, there's no harm in that, right?
- 14:10I mean, just, maybe just rephrase that same question you could probably do as many closes if you didn't use the exact same verbiage that many times.
- 14:18Yeah.
- 14:19Duly noted.
- 14:20All right.
- 14:20Great job.
- 14:21You're a great man, sir.
- 14:22Thank you.
- 14:23Thanks for stepping up.
- 14:24Thank you.
- 14:25All right.
- 14:25Take care.
- 14:26All right.
- 14:27Good.
- 14:27First job.
- 14:28You got a, a big shoes to fill there.
- 14:30Next up is phone number ending in seven three six eight.
- 14:34You're up next.
- 14:36Hi, this is Christina.
- 14:37Good afternoon.
- 14:38Hey Christina.
- 14:39Hey, we do for you.
- 14:41So I made start making some calls and I want to role play as the caller.
- 14:47And I want you to tell me that, um, you have it all handled.
- 14:52Okay, perfect.
- 14:53Let's do it.
- 14:54Okay.
- 14:55So, um, so Bruce, are you going to, you're going to be the, the person, the executor, you okay.
- 15:02Um, Hey, Bruce.
- 15:04Um, my name is Christina Ainsworth and I'm calling, I live here in Austin, Texas, and I run a business where I help, um, families going through probate.
- 15:13And, um, I just wanted to check in with you and see if there was anything that you needed at this time.
- 15:17And, uh, no, Christina.
- 15:20Thanks.
- 15:20Uh, we, we got it all handled.
- 15:22Okay.
- 15:23Terrific.
- 15:23Well, I'm glad to hear you have it all handled and I'm guessing what you're referring to is with regards to the legal matters and the attorneys, um, the business Island is actually relates to the real estate.
- 15:33Um, I help people set up a state sales, get rid of personal property, um, sell the real estate.
- 15:39I can even bring a cash offer to you for the real estate.
- 15:42Um, so, uh, what are your plans for the real estate?
- 15:46Uh, I, I don't know, Christina.
- 15:50Um, I really don't think that we're quite at that place yet.
- 15:53We've, we're just pushing that part of it off.
- 15:56Um, and everything that we have here, everything that we're dealing with right now is pretty much covered.
- 16:01Okay.
- 16:01So you're eventually gonna sell.
- 16:03Um, are you aware of that in Texas?
- 16:05You can sell, um, You can sell the home without, um, going fully through the probate process.
- 16:12You can get that piece of property out and release it.
- 16:14Would that be of benefit, um, to the beneficiaries?
- 16:18Um, maybe, I mean, then we'd have to go over there and clean the house out.
- 16:22And honestly, we're not ready to do that yet, but I didn't know.
- 16:25I didn't know that.
- 16:27Okay.
- 16:27Yeah.
- 16:28I mean, it's a, it's an arduous process going through prebate and also trying to manage physical property at the same time.
- 16:34I, I definitely understand that.
- 16:36Um, and that may be where I can help you.
- 16:38Um, as I mentioned, we do, uh, estate sales, trash outs, clean out to help, uh, you know, property preservation.
- 16:45We can get a handyman in there.
- 16:47Um, and I'm more than happy to assist you in this.
- 16:51Um, have you been by the property or had someone go near the property?
- 16:55That you know, this is terrible.
- 16:57My blue tooth, right in the middle of that, what you just said, um, Jim, take it from here.
- 17:03Um, I mean, we, we, uh, we have a neighbor keeping an eye on the house for us who, you know, so I'm not sure that we need anybody to go buy the property.
- 17:12What if you were to go buy, what would you do?
- 17:15Uh, well, I just, you know, be able to alert you of the condition and by seeing it, you know, I'm, I could give you an estimate of value, tell you what the house could sell for either retail on the MLS or, you know, what, uh, what someone could buy it for cash to free up that, you know, free up that money and get it to the estate.
- 17:33Um, Yeah, I live, I live nearby.
- 17:36So I'm happy to just drive by.
- 17:38Um, is there a way I could get access into the property?
- 17:41Yeah, I don't, I don't know if I mentioned that I have three siblings and I mean, two of us want to sell and the other two don't.
- 17:48So, you know, I'm not, I can't guarantee that we're ready to do anything yet.
- 17:52Um, you know, I mean, I don't think we're ready to list it or sign a contract or anything right now until we all can agree.
- 17:59Yeah.
- 17:59Yeah.
- 17:59I definitely understand that.
- 18:00I mean, there's, there's certainly a lot to think about probably some of your siblings might have different motivations.
- 18:06Um, so, uh, why don't you, why don't I set up an appointment with everyone at three o'clock so I can meet everyone.
- 18:14Um, and you know, at the very least, um, I can work hard on your end to try and get you, uh, I'm going to value.
- 18:22I know a lot of people look on Zillow.
- 18:24It's not always accurate.
- 18:25It really depends on each individual home.
- 18:27And that might help you move forward in some of your decisions.
- 18:30I'm with three o'clock work for you and your family members.
- 18:33Yeah.
- 18:33I mean, I'm an hour away.
- 18:35I'm an hour away.
- 18:36The rest of them are out of state.
- 18:38So you're not going to be able to get all four of us together.
- 18:41Okay.
- 18:42What about a zoom call?
- 18:43Um, if I, if I could get access to the home and really see what it looks like on the inside, I could present to everyone over a zoom call, um, later, would that work for you?
- 18:53Yeah.
- 18:53I mean, as long as you understand, I mean, we're not, I can't promise you that we're ready to do something, but that might actually, you know, it might actually get the four of us on the same page.
- 19:02If you can give us an idea, you know, what we could get now versus, you know, renting the place and maybe selling it a year from now and, and maybe figure, figure what needs to be done in the house, in your opinion.
- 19:13Yeah.
- 19:14I, I think I could get them to show up for a brief call.
- 19:16Okay.
- 19:17Terrific.
- 19:18All right, well, um, so can your neighbor lesbian then?
- 19:22Yeah.
- 19:22Her name is Phyllis I'll.
- 19:24Um, I I've got your number here.
- 19:26I'll I'll text you her phone number.
- 19:28Give me about 15 minutes.
- 19:29I'll let her know you're going to be calling and she lives directly next door.
- 19:33She's very protective of the house.
- 19:34She was good friends of my parents, but, uh, if I tell her to let you in and you know, she's always home, I'll make sure you can get access.
- 19:42That that'd be fine.
- 19:43Okay.
- 19:43Terrific.
- 19:44Um, and what is her phone number?
- 19:46Um, I'll text it to you when we hang up, if that's okay.
- 19:49I don't have it in front of me right now.
- 19:50Okay.
- 19:51Perfect.
- 19:52Our mini neighbors.
- 19:53So we have to let her know I'm coming and I couldn't even pick up on the door.
- 19:57So, yeah, we want to do is give you guys information so that you can make the best decision, um, and just help you because it is, you know, it is an arduous process handling the, the physical real estate as well as the probate and, um, and that's my business.
- 20:10So I'm glad to meet your acquaintance and I'll, um, I'll go check out the home and then present to you guys at three tomorrow.
- 20:18PR appreciated what I think we can all agree.
- 20:20I'm easier than Bruce.
- 20:21Bruce would hope.
- 20:22What comments do you have?
- 20:24That was good.
- 20:25Um, so, uh, first comment, sorry.
- 20:27I, I was hearing you and then you were gone, um, a second comment and you almost started doing this.
- 20:34Um, don't sell to the sold.
- 20:37So you, you had an appointment, um, you, you, um, had broken through and got some rapport.
- 20:44Um, I'll text you Phyllis's phone number and, uh, and then you started presenting again and you didn't go very long.
- 20:51I thought you were going to go for another couple of minutes and, uh, but just, just realize you've, you've got the appointment.
- 20:58You're going to look at the house.
- 21:00You don't need to continue selling.
- 21:02Um, great job, massive improvement on, um, uh, last month.
- 21:08Massive improvement.
- 21:09Um, good job on, um, building rapport on handling the we've.
- 21:14Got it.
- 21:14Handled.
- 21:15Objection.
- 21:16Um, I would say that what you needed to focus on a little bit more was digging just a little bit.
- 21:23There were a couple of, um, I hadn't given you any chinks in the armor yet.
- 21:27Maybe I had, um, I know Jim did with, um, two, two, two of us want to sell two of us.
- 21:33Don't want to sell a camp out there a little bit.
- 21:36Um, are you guys all local?
- 21:38So, uh, he had to tell you we're not all local.
- 21:42So you could have, you could have asked, are you guys all local?
- 21:46Um, what is, uh, what are you, why would you like to sell?
- 21:49Okay.
- 21:49W what are their reasons for holding onto it?
- 21:51Does it make sense to hold onto it?
- 21:53So dig in and, and kind of camp out there.
- 21:56Cause he gave you some information that you just had a really surface level of knowledge on that I'd like you to have more knowledge on before you try to sell.
- 22:04Before you try to close.
- 22:06Um, last thing that I would say is, um, we really don't know what the person needs and anytime that you presume to know what they, um, what they need.
- 22:17And I didn't feel like you did this over, over the top, but I felt like you presumed to know what they needed a little bit more than, than you needed to.
- 22:25And, um, if it was me.
- 22:27You're going to push some of that rapport off.
- 22:30You're going to damage a little bit of that rapport that we've built by, um, by saying, Hey, we can help with this and this and this without knowing, without having enough knowledge, right.
- 22:41Their situation, what they're going through yet.
- 22:43So it kind of all goes back to the questions again, but yep.
- 22:47Great call.
- 22:48Great, great conversation.
- 22:49Yeah, Christina, you were, you were, you were very low key, um, compared to our first caller and Bruce, but Bruce was low key.
- 22:56Also, you were kind of, uh, doing a pretty good job of matching and mirroring him.
- 23:00Um, I love the, I, I actually like, and I, the monument of title you open with that, that's something and that would apply to any of our subscribers.
- 23:09You know, I've got it all handled, you know, we have the insurance objection, but okay, great.
- 23:15Well, Were you aware a lot of people aren't that you don't have to complete the probate process to sell the property?
- 23:21Yeah, that's a good opening and a lot of people might not be aware of that.
- 23:25I would echo what Bruce said though.
- 23:27You, you were trying to set an appointment with me without knowing if I was the only decision maker, whether knowing whether I was local or not, it would be a lot smoother if you ask those questions in kind of got to that strategy on your own, but, um, overall great job.
- 23:42Okay, thanks.
- 23:44Yeah.
- 23:44I'm just, um, like I'm making these calls and like I'm the one ending the call and I'm getting off the call going, if I'm the one ending the call, I didn't ask him questions.
- 23:54So like they could keep talking to me.
- 23:57I mean, even the guy who was like, Oh, I'm doing some construction work right now.
- 24:01And I was like, I need to just practice because, and then this other woman like said, well, we're not going to call it.
- 24:06We're not going to sell right now.
- 24:08And I like, I didn't even try to go see the house and I guess that's what I'm maybe I don't know the mechanics is I just figure, Hey, well let me go, you know, let me go check out the condition of your home for you.
- 24:20Um, and then set the appointment.
- 24:21But it's what I've heard Chad do before is like, he's trying to do it all at once.
- 24:26And, um, I don't know.
- 24:27I mean, I'm just, you know, taking it till I make it out there.
- 24:31Yeah.
- 24:31Well doing that to some extent, um, you, you, if you, if you don't have it, um, had to have our seller interview sheet next to you always have.
- 24:40Um, you know, when you feel like you're letting go too soon, um, we, we, we don't believe in scripts.
- 24:47We want you to follow the conversation, but it's not a bad idea to have a half a dozen extra questions just sitting there to kind of keep the conversation going.
- 24:56You know, even if you ask a conversation, you, I mean a question that you don't really want or need the answer to it'll, it'll keep them talking long enough that you can think of another good question.
- 25:05So arm yourself, arm yourself with more questions that you need going in.
- 25:10So yeah.
- 25:11And Christina, this is going to be a benefit to everybody.
- 25:14Um, if you were ending the conversation and you feel like you haven't asked for an appointment yet, and you've kind of exhausted a couple of topics that you guys have covered so far, um, I've got this concept that I like to refer to as a conversational gate.
- 25:30Like G a T E like a, like you open a gate and drive through it or walk through it.
- 25:35And it's, it's essentially what you use.
- 25:38It's a, it's a request for permission to take a conversation into a level that it hasn't been in so far.
- 25:46So it might be right in the beginning of the conversation where you say, look, I don't know if what I do is kind of benefit you or not.
- 25:53It could.
- 25:54Could we take 60 seconds and kind of go over that and let you decide.
- 25:58So that's a gate where once they've given you permission, you've got yourself 60 seconds.
- 26:03Another gate is, uh, do you mind if I tell you why I, I offer what I offer?
- 26:08Okay.
- 26:09It's weird.
- 26:10If you just dive in to start telling them your, your history and your story and all, all of why you do what you do and what you get out of it, but not if they've given you permission.
- 26:19So that's a gate and another gate would be, could I make you a proposal?
- 26:22All right.
- 26:23These are all Gates where you're asking permission and, and in the conversation and it, it pushes you through PIs, pushes you through, into a different realm, pushes you through and to a place where you can, um, pitch something.
- 26:35Or you can take it somewhere that it just hasn't naturally progressed.
- 26:38But I would always ask that permission to go there first.
- 26:41Okay.
- 26:42Yeah.
- 26:42That's, that's all new.
- 26:44That's a new frontier, Bruce.
- 26:46I appreciate it.
- 26:47Also for time.
- 26:48Open the gate and explore a whole new frontier.
- 26:51I liked, I liked the, I liked the visual.
- 26:53You could do that with your clients individually.
- 26:55Thank you so much for bravely stepping up.
- 26:57We appreciate it.
- 26:58All right, take care.
- 26:59We got three more in the queue.
- 27:01We had a couple of people drop out.
- 27:02Um, I think the first two were just so good.
- 27:04We may have scared them away.
- 27:06Uh, next up is phone number ending in seven six, nine, nine.
- 27:11You're up next.
- 27:12Hi, that's me.
- 27:13This is Leslie.
- 27:14Hey Leslie, can I go ahead and get started?
- 27:17Sure.
- 27:17You want to Rudy?
- 27:18You want to go ahead?
- 27:19Who do you want to be?
- 27:20The, uh, the executor or the, uh, agent slash investor.
- 27:24Oh, I'll be the agent slash investor.
- 27:27Okay.
- 27:28Are you an agent or an investor or both?
- 27:30I'm an investor.
- 27:31Okay.
- 27:32Perfect.
- 27:33Uh, do you want to role play with me or Jim?
- 27:35Um, I'll do with Ken.
- 27:37Okay, perfect.
- 27:39And is there any particular, um, objection you want me to come up with or just kind of see how it goes?
- 27:44Um, I guess it's something around kind of similar black conversation or saying, Oh, I need to talk to family or I need to talk to my kids or something along those lines, we call that an appeal to a higher authority.
- 27:56Right.
- 27:57Yeah.
- 27:58Okay.
- 27:59Perfect.
- 27:59All right.
- 28:00Call me Leslie.
- 28:01All right.
- 28:02Ring ring.
- 28:03Hello.
- 28:04Hi, there is this Jim?
- 28:05Hi there.
- 28:06Hi Jen.
- 28:07My name is Leslie I'm with a local organization that helps families going through the probate process.
- 28:13And we provide a lot of different services that help people in situations like yours.
- 28:18And so I pray, I appreciate it.
- 28:21We just paid an attorney like $3,000.
- 28:23So we just hired somebody to take care of it.
- 28:25But I appreciate the call.
- 28:26Oh, yeah, I understand.
- 28:28Um, well, so the interesting thing is that a lot of times, um, people are working with the attorneys, the attorneys can kind of take the process about twenty-five percent of the way, and then we can step in and help out with the remaining 75% of the process.
- 28:41Sure.
- 28:41Can I give you, can I give you my attorney's number?
- 28:43Do you want to call them?
- 28:44Well, our service is more along the lines of just helping you and your family through the process.
- 28:49With any questions you may have, or if there's anything specific to assets such as real estate, we can help coordinate that process.
- 28:57We have a wide range of, um, in our network of servicers that can help with, um, planning estate sales or cleaning out the property or offering you, um, various options for either selling the property on the MLS.
- 29:11Or we can just.
- 29:12Um, we have people we work with who will buy the property as is.
- 29:16Um, so I was wondering if you are there real estate in the, um, in the estate at this time?
- 29:22Yeah, there is.
- 29:23But again, I probably would need to check with my attorney.
- 29:26I don't think we can actually do anything yet to sell it.
- 29:28We just, we just hired him last week.
- 29:30Okay, well, actually, did you know that you can, um, you can coordinate the transaction of the sale prior to going through the probate process?
- 29:39Well, I'm pretty sure he told us just to hold off and not do anything until we heard back from him.
- 29:44Okay.
- 29:44Well, there are a lot of things that we can do.
- 29:46Um, you know, even if you're not sure if you want to move through the process, there are other things that we can help you coordinate such as making sure that there's vacancy insurance on the property and changing out the locks.
- 29:58Then, um, you know, making sure that someone's kind of in the grass, so it doesn't look totally overgrown and there's all kinds of things like that, that we can assist you with just to make sure that the property is still in good shape.
- 30:10Okay.
- 30:10What we have a neighbor, um, keeping an eye on the property.
- 30:13I mean, what would be, you know, I'm not sure if we need a need it, but at what would this cost us.
- 30:18Oh, it's free of charge.
- 30:19Um, so our service has basically just that we, we help coordinate you or connect you with the people who would facilitate those services, but just our assistance and our guidance is free of charge.
- 30:31We're just, we're here to help.
- 30:33Okay.
- 30:33All right.
- 30:34You know, I, again, I think I'd like to check with my attorney and I've got a, uh, a brother that, um, you know, is going to own the house with me.
- 30:42So I think I'd like to check with both of them.
- 30:44And I want you to give me a call back in a week or so.
- 30:46Can we okay.
- 30:47If you don't mind me asking, is your brother in-state or out-of-state local?
- 30:52No, he's in California.
- 30:53He's in California.
- 30:54Okay.
- 30:55All right.
- 30:55So it sounds like, um, you needed to talk to him.
- 30:58Does he have any interests as far as you know, in keeping the property?
- 31:02No, I don't think so.
- 31:03I think, you know, it, mom and dad let it go, you know, towards the end of their lives.
- 31:07And, uh, it's not in great shape.
- 31:09And, uh, I think we just want to sell it, uh, when we're able to split the proceeds and, you know, kind of move on.
- 31:16Okay.
- 31:17That makes sense.
- 31:17Yeah.
- 31:18Well, um, you know, if it's, if it's kind of let it go and it needs some repairs, that's something that we can definitely help with.
- 31:25Um, like I said, we've got a lot of really great connections and if you're interested in the, you know, a lot of times we'll partner with homeowners to help repair the property and get it up into good shape.
- 31:35So that they can sell it if they want to, or do whatever they want with the property.
- 31:39But, um, our role is just, you know, basically working with you guys to figure out what makes the most sense.
- 31:44And then how would you, why would you do this?
- 31:47Or are you like a, um, a nonprofit?
- 31:50I mean, how, how do you get paid?
- 31:52We, so we all go through this service specifically.
- 31:54This is mostly just to connect people with other people within our referral network.
- 31:59Um, all right, well, again, let me, let me check with my attorney and check with my brother.
- 32:04And, um, you want to leave me your name and number you want to, you want to call me back in a week or so with, you know, what do you prefer?
- 32:11Um, so my name is Leslie and my number is (512) 333-1948.
- 32:18Okay.
- 32:19Perfect.
- 32:20All right, Leslie, I will check with my brother and one, you know, if you don't hear it from me, give me a call back in a week.
- 32:25Sounds good.
- 32:25Thank you so much for your time.
- 32:27I appreciate it.
- 32:28All right.
- 32:28Thank you.
- 32:29All right.
- 32:29Have a great day.
- 32:30Bye.
- 32:31You too.
- 32:31Great job.
- 32:32Asking questions toward, towards the end, especially great job asking questions.
- 32:38Um, Jim gave you an amazing opportunity that I guarantee most people missed.
- 32:45Do you want me to give you my attorney's phone number?
- 32:48And that sounded like a blow off.
- 32:51I am taking that every single time, every time.
- 32:55Um, and, and so Jim was relatively upbeat, you know, pretty, pretty Jim, like, uh, so, uh, good job matching, matching and mirroring.
- 33:04But when he said, can I connect you with my attorney?
- 33:06Yes, that would be amazing.
- 33:08Um, now I don't know.
- 33:11What your attorney's necessarily handling for you for you?
- 33:14Can you, um, can you kinda fill me in, on what they're doing for you at this point?
- 33:18Okay.
- 33:18So, um, I want to take that attorney and that, and then the other thing.
- 33:23Um, I believe that you could have done is, is kind of defined what the conversation was going to be like a little bit more after that, where you, um, it felt, and I'm sure you had a plan for this, but it felt like you were meandering through and kind of grasping at some straws to try to keep the conversation going and maybe pull an appointment or something out.
- 33:45Where in, in reality.
- 33:47And I'm sure it would have felt like that to Jim as well.
- 33:50In reality, probably could have just said, look, uh, this might, uh, w what we do might fit perfectly with the attorney.
- 33:58Um, I'm just not sure.
- 33:59So, yeah, it'd be wonderful if maybe we could talk with the attorney and could, could we take another.
- 34:04A couple of minutes and just kind of define some of what we do and see, as you think of either now or in the future, it might be a benefit to you.
- 34:12So I want you to kind of take control and put some parameters around the conversation so that Jim's not like, what are you, what are you doing?
- 34:21What are you thinking?
- 34:22Uh, where are we going with this conversation?
- 34:24And then the last, I don't believe that many prospects are ever going to give you the courtesy of saying, how do you get paid or what do you do?
- 34:32I think that the second you have, okay.
- 34:35Yeah.
- 34:35I've heard it before for everyone that asks, I think 10 people wander.
- 34:40And those 10, that wonder, don't ask that the longer they go without understanding what you get out of a deal, the less they trust you.
- 34:50So there comes a point.
- 34:51Yeah.
- 34:51Either they're asking or you think that it, at least it's a question in their mind where you need to go ahead and define what you do.
- 34:59And if you haven't defined yourself as a nonprofit and you have said, I don't get a benefit.
- 35:06I don't believe you.
- 35:07And if I'm a prospect that I don't believe you, and that immediately, if I don't believe you, I'm not going to do business with you.
- 35:14I don't want to use anyone that you're referring to me.
- 35:17So tell him what you get.
- 35:18He asked you what you get.
- 35:19Okay.
- 35:20So what I do is, um, how I put bread on my table is I sell real estate where I buy real estate, whatever you do.
- 35:28And, um, ultimately I know that a lot of people aren't quite ready to pull the trigger on real estate yet.
- 35:33So here's what I'm willing to do and offer you for free to earn the right, to have that real estate conversation when the time is right.
- 35:42And that's when you go into the extra services again, you can kind of repeat those services again, and now they know what you get out of it and what they get out of it.
- 35:51So once they're asking that question, whether it's silently in their head or vocally to you, you need to go ahead and clearly and directly define what you, what your benefit is.
- 36:01Right.
- 36:01And I, I asked that question cause I felt like you were, I felt like if I didn't know, you know, the situation, I, I felt like you were kind of vague about what you could really do for me.
- 36:13And, um, so I kind of asked that question.
- 36:16Well, uh, you know, I don't know, but what does this cost is?
- 36:20I might not have asked that.
- 36:21If you were more specific about what you could do for me and a good way to do it, rather than go into your spiel of all the different ways you can help.
- 36:30Just give them examples.
- 36:31You know, uh, a lot of our, a lot of the people I talked to say, the biggest issue they have is there's a house full of stuff.
- 36:38Is that an issue for you now?
- 36:39You, you did, towards the end, asked me if there was real estate and if I wanted to sell it.
- 36:44So, and that I volunteered that.
- 36:46Yeah, I did.
- 36:47So that would have been a good time to say, you know, is the house secure?
- 36:52You know, can I change?
- 36:53The locks is, um, you know, is, uh, Is it occupied?
- 36:58Is it empty?
- 36:59Um, you know, you could have gotten into some specifics about the house and you could have used examples of the most common ways that you can help people, you know, regardless of whether you want a quick sale or, you know, you want a top dollar.
- 37:13Many of our clients find the biggest issue is they just got a house full of stuff and they need help trying to figure out what to do with it.
- 37:19Is that an issue for you?
- 37:20So volunteer to them, get them, give them a reason why they need for you to show up and go out there.
- 37:26And I didn't have your answers were kind of a broad stroke of there's a lot of different ways I can help you.
- 37:32But I think I felt like it would have been like, like Bruce said, I might've trusted you a little more if you'd just given me one specific example of how you could help me.
- 37:40Okay.
- 37:41Great job though.
- 37:42Excellent job.
- 37:43You're very comfortable on the phone.
- 37:45You're going to do very well with this.
- 37:46Thank you for stepping up.
- 37:48Okay.
- 37:49Perfect timing.
- 37:50We got two more in the queue.
- 37:52Next up is phone number ending in five five, two eight.
- 37:56You're up next.
- 37:57Are you?
- 37:57There are five, five to eight.
- 37:59Looks like Justin area code seven, seven zero on mute.
- 38:04Hey.
- 38:04Okay.
- 38:05That's what I figured with Bruce.
- 38:06Good to go right into the call.
- 38:07He's calling you bursts.
- 38:09Hello?
- 38:09Can you hear me?
- 38:09Yeah, this is Justin.
- 38:10I'm trying to get in touch with Bruce.
- 38:12Yeah, this is Bruce.
- 38:13Who's this?
- 38:13Hey Bruce.
- 38:14Yesterday, Justin, I'm a probate specialist out in the area.
- 38:17I just wanted to reach out to you.
- 38:18I'm aware that you're currently representing an estate right now.
- 38:21Just wanted to call and see how the process is going so far.
- 38:24Um, it literally just started last week.
- 38:27So not going at all.
- 38:29Yeah, no, I can understand.
- 38:31That's actually what we do.
- 38:32We like to reach out pretty, uh, pretty early in the process.
- 38:35I know it's not the easiest thing to get through.
- 38:38Um, so what do you see in the near future being a challenge for you?
- 38:42Um, I don't know, first time through it.
- 38:44I don't know what I'm doing.
- 38:45So, um, why don't you tell me?
- 38:48Yeah, definitely.
- 38:49Well, I can at least let you know, usually the representatives that we help out, the biggest obstacle turns out to be either the real estate or the personal property that feels that real estate.
- 38:59So are you faced with any of those obstacles yet?
- 39:02Um, uh, yeah, well, not me, not yet, but yeah, I'm going to have to do that.
- 39:07I, I, I don't know if we're going to sell though or not.
- 39:10Oh yeah, definitely.
- 39:11I'm assuming you probably get in cause about the house and everything.
- 39:14That's a bit different from what we do.
- 39:15You may have received a letter from me.
- 39:17I can kind of just give you an outline of how we were able to help out in this community.
- 39:21So, like I said, the process is the easiest.
- 39:24I got, I did get a lot of letters.
- 39:26I did get a lot of letters on her.
- 39:28I'm not a hundred percent sure if I got one from you or not, but you, so you're not trying to buy the house.
- 39:35Uh, no.
- 39:35So it really depends on your family's goals.
- 39:37We do actually help a lot of families with their real estate.
- 39:40In fact, that's actually how I put bread on my table.
- 39:43Uh, but we're, I know it's in the probate process.
- 39:45The last thing you want to do is go through all of these decisions at once.
- 39:49So we're actually here to provide resources first to see how we can help better.
- 39:53Um, so whether that's a state sale companies, sorry, you can hear my baby in the background on the way to, uh, meet with the family now, but, um, It really just depends on your family's goals.
- 40:04Um, are you guys, I know it's in the beginning of the process, but have you guys met yet?
- 40:07I'm assuming there's other family members or, or hairs that you have to discuss?
- 40:12Um, actually it's just me and my wife.
- 40:15Okay.
- 40:15Awesome.
- 40:16Well, that makes it a lot simpler and easier to actually communicate.
- 40:20Um, so you said that you weren't ready to sell or, or anything, which, you know, that's fine.
- 40:26I completely understand that.
- 40:28Uh what'd you guys goes with the personal property in the estate.
- 40:30Is that something that you're clearing out now or planning on donating or anything?
- 40:34Um, gosh, that's where it gets hard.
- 40:37I mean, dad, I got, I got a lot of stuff in the house that has a sentimental value.
- 40:43I, I don't know.
- 40:44I don't know if it's worth anything and I don't even know if I want to keep this stuff, but it's, it's going to be hard to get rid of that stuff.
- 40:51I, I'm not even sure I'm ready to go in there and figure it out yet.
- 40:55Yeah.
- 40:56Listen, Bruce, I first want to let you know, you're not alone in this.
- 40:59Um, I know a lot of families that we help out.
- 41:02That's one of the obstacles there, right.
- 41:03Just going through the things that, that bring up memories and just figuring out yeah.
- 41:08What you want to keep and what you want to get rid of.
- 41:10Um, sounds like we can help a bit.
- 41:12I don't want to be too forward, but is it crazy if we meet maybe sometime this week to sit down and discuss with you and your wife, how we're able to help a little bit further and get the process going for you.
- 41:21May maybe, but, but I don't know.
- 41:24I don't know how you can help.
- 41:25What, what is it that you do?
- 41:27Yeah, sure.
- 41:27Well, first things first, uh, with the house being filled with personal property, I first want to at least reach out to some of the resources I have to see, uh, what's the best option for dealing with those things.
- 41:39And of course, like I said, it really comes down to what you guys want to do with it, but at least I want to get you guys in the front of the line.
- 41:45So that way, when you are, when you have the ball rolling, I know the courthouse is a bit delayed now, but we'd like to be proactive in the situation.
- 41:52That way you're not taking six, 12 months from actually finish out the process here.
- 41:57Um, so we can help with quite a few things.
- 41:59Sounds like the first thing we're going to help with this, the personal property and putting the plan together, um, and putting some dates on certain things, um, is.
- 42:07Um, maybe Friday 1: 00 PM.
- 42:09Um, maybe Friday 1: Good for you.
- 42:10Um, maybe Friday 1: Or are you looking for something more in the morning?
- 42:12Um, maybe Friday 1: Um, like this week.
- 42:14Um, maybe Friday 1: I don't, uh, yeah.
- 42:16Um, maybe Friday 1: I, I just, I don't know.
- 42:17Um, maybe Friday 1: I think, I think I could meet on, I'm just not sure I'm ready yet.
- 42:21Um, maybe Friday 1: I don't, I don't really want to put dates on anything yet.
- 42:24Um, maybe Friday 1: Yeah, definitely.
- 42:25Um, maybe Friday 1: I can understand that.
- 42:26Um, maybe Friday 1: It sounds like, you know, it's a lot going on.
- 42:28Um, maybe Friday 1: It sounds like you're not really ready to make a lot of decisions right now.
- 42:31Um, maybe Friday 1: Right, right.
- 42:33Um, maybe Friday 1: Yeah, no, I can understand that.
- 42:35Um, maybe Friday 1: So with that being said, I mean, that's, that's the reason why we like to be proactive.
- 42:40Um, maybe Friday 1: I mean, I'd hate for you to have to be stuck with this situation for a year or so.
- 42:44Um, maybe Friday 1: Um, that's where we come in.
- 42:46Um, maybe Friday 1: We help save families, a lot of money with getting the process going and also just providing resources because I've been there myself and I was just lucky, luckily enough to be in real estate at the time to actually have resources.
- 42:58Um, maybe Friday 1: But I'm assuming, are you getting any help from anyone that was like a probate attorney or a real estate agent or anything?
- 43:04Um, maybe Friday 1: Well, we opened probate on our own.
- 43:07Um, maybe Friday 1: Um, uh, I bet I'm gonna need, I bet I'm gonna need a probate attorney.
- 43:12Um, maybe Friday 1: This is a lot of paperwork I got to fill out.
- 43:14Um, maybe Friday 1: Um, and no, no, I don't have a real estate agent.
- 43:17Um, maybe Friday 1: I I'm not even a hundred percent sure we're going to sell.
- 43:19Um, maybe Friday 1: Right.
- 43:20Um, maybe Friday 1: Yeah, definitely.
- 43:21Um, maybe Friday 1: Well, that'll be the second thing.
- 43:23Um, maybe Friday 1: Um, I can actually have my attorney reach out, uh, that, that helps out.
- 43:27Um, maybe Friday 1: So we'll take care of you just like we will, um, you'll reach out sometime today or tomorrow just to kind of go over what your unique situation is.
- 43:35Um, maybe Friday 1: To see if there's anything that they can help with.
- 43:38Um, maybe Friday 1: But along with that, like I said, we'd like to get the ball rolling a little bit early to be proactive.
- 43:42Um, maybe Friday 1: I know it's, it's something that you really don't want to decide on now.
- 43:47Um, maybe Friday 1: Um, so with the letter, I'm sure you've probably seen a few things in the do or sure.
- 43:52Um, maybe Friday 1: You can probably dig it up in other.
- 43:54Um, maybe Friday 1: Emails or letters and postcards.
- 43:56Um, maybe Friday 1: You guys, um, feel free to reach out to it.
- 44:00Um, maybe Friday 1: If anything does come up, I don't want to push you to make a decision now, but we're definitely here to help you run it.
- 44:06Um, maybe Friday 1: Okay, good.
- 44:07Um, maybe Friday 1: Right.
- 44:07Um, maybe Friday 1: Awesome.
- 44:08Um, maybe Friday 1: Well, Bruce, I'll reach out to you maybe sometime next week, just to see if there's anything that does come up.
- 44:13Um, maybe Friday 1: And like I said, I'm with the letter, just hold on to that, that way you can have my contact information.
- 44:18Um, maybe Friday 1: And, um, I'll have the probate attorney reach out to you sometime today or tomorrow.
- 44:21Um, maybe Friday 1: Is that fair?
- 44:22Um, maybe Friday 1: Um, yeah, that's fine.
- 44:24Um, maybe Friday 1: Okay, awesome.
- 44:24Um, maybe Friday 1: Well, we'll speak the attorney gonna be sure.
- 44:27Um, maybe Friday 1: Yeah, definitely.
- 44:28Um, maybe Friday 1: He deals with a lot of probate cases out in his area.
- 44:30Um, maybe Friday 1: His name's John DOE.
- 44:32Um, maybe Friday 1: And, uh, like I said, I can, I'm going to send you an email with information just, and you can see a little bit more about what we do, and I'm sure he'll be able to answer any questions that you have as far as the legal side of things.
- 44:44Um, maybe Friday 1: Um, but like I said, I'll reach out to you in a week or so just to see how things are going.
- 44:48Um, maybe Friday 1: Is that okay?
- 44:49Um, maybe Friday 1: Yeah, that's fine.
- 44:50Um, maybe Friday 1: Alrighty.
- 44:51Um, maybe Friday 1: I guess we can cut there.
- 44:52Um, maybe Friday 1: I got locked.
- 44:53Um, maybe Friday 1: I can't get the appointment.
- 44:54Um, maybe Friday 1: Good.
- 44:55Um, maybe Friday 1: All right, Jim?
- 44:56Um, maybe Friday 1: Yeah.
- 44:56Um, maybe Friday 1: Um, I will start by saying you sound very natural.
- 45:01Um, maybe Friday 1: You're you're obviously not scripted.
- 45:03Um, maybe Friday 1: What, what was it sounded unnatural in the very beginning when you said I'm just an out in the area.
- 45:11Um, maybe Friday 1: It was kind of like, this is Justin from earth, you know, I probably, I don't, that's probably how you talk, you know, very casual, but I, I probably would say, Hey, this is Justin.
- 45:22Um, maybe Friday 1: I'm a probate specialist in Southern California, Southern Texas, just out of the area just sounded way too vague.
- 45:29Um, maybe Friday 1: It might be sticking to somebody.
- 45:31Um, maybe Friday 1: You might be speaking to somebody in Nebraska and the properties in your market.
- 45:35Um, maybe Friday 1: So he's not sure what area.
- 45:37Um, maybe Friday 1: Or why you're calling it, you know what I mean?
- 45:39Um, maybe Friday 1: So I I'd be a little more specific about what area I was kind of pressed where the baby started crying that you said I've got, um, you can hear the baby in the background and then you set a mother way to an appointment.
- 45:49Um, maybe Friday 1: I thought, wait a minute.
- 45:50Um, maybe Friday 1: He brings his babies, but slipped up.
- 45:53Um, maybe Friday 1: I got another appointment right now.
- 45:54Um, maybe Friday 1: So we have to, uh, Exactly, but, um, w what did you, I've never heard anybody start a, um, uh, an alternative close or a question with, would it be crazy?
- 46:08Um, maybe Friday 1: And I actually kind of liked that.
- 46:09Um, maybe Friday 1: Would it be crazy for us to go ahead and set an appointment to get together?
- 46:12Um, maybe Friday 1: I mean, that's really reducing it to the ridiculous, you know, he might not still want to do it, but it's probably not crazy.
- 46:19Um, maybe Friday 1: Um, at the, at the end there, I like the way that you, in one thing you did that we were talking with the last caller.
- 46:28Um, maybe Friday 1: When you met obstructions, you started digging for at least one specific way that you could help, which was the.
- 46:34Um, maybe Friday 1: The stuff in the house, which is probably the most common denominator.
- 46:38Um, maybe Friday 1: And it's one that often will work.
- 46:40Um, maybe Friday 1: And then when that wasn't working at the end, you, I liked your, your, uh, remark about avoiding pain.
- 46:48Um, maybe Friday 1: You know, the last thing I want to see is for you to be stuck with this for a year or so.
- 46:52Um, maybe Friday 1: And you, you weren't, you weren't real specific how it could be a year or so, but yeah.
- 46:56Um, maybe Friday 1: I think you would put in the client's mind.
- 46:58Um, maybe Friday 1: Like, no, man, I don't want that either.
- 47:01Um, maybe Friday 1: You know, avoid being stuck with this for a year or so to talk to this guy.
- 47:05Um, maybe Friday 1: And then at the end, initially, I felt like you were giving up too soon, but I liked it.
- 47:11Um, maybe Friday 1: The fact that you closed with an appointment to talk to the attorney.
- 47:15Um, maybe Friday 1: And I assume, I assume that you were providing some value there.
- 47:21Um, maybe Friday 1: And as soon as possible after you confirmed that the attorney spoke to him and left a favorable impression, you're probably gonna call back right.
- 47:29Um, maybe Friday 1: And say, Hey, I just wanted to follow up.
- 47:31Um, maybe Friday 1: Make sure you had, you were able to get ahold of the attorney and.
- 47:34Um, maybe Friday 1: You know, make sure he was able to be helpful and, you know, so it might've just been a segue to go on rather than try to get it all accomplished in one, in one conversation.
- 47:43Um, maybe Friday 1: Is that, is that what you typically would do in a situation like that?
- 47:47Um, maybe Friday 1: Yes, that's right.
- 47:48Um, maybe Friday 1: That's uh, actually the recent situation where I had to get an attorney to call first, trying to build trustworthiness as well.
- 47:55Um, maybe Friday 1: Yeah.
- 47:56Um, maybe Friday 1: And make sure John DOE it does a good job.
- 47:59Um, maybe Friday 1: Make sure you actually have a good John DOE.
- 48:01Um, maybe Friday 1: That's going to leave a favorable impression or it might have the opposite effect.
- 48:05Um, maybe Friday 1: That's all I got Bruce.
- 48:06Um, maybe Friday 1: Um, I love, uh, would it be craziest?
- 48:09Um, maybe Friday 1: That's what Jim started with.
- 48:11Um, maybe Friday 1: Um, I started using that multiple years ago and of all people that I started using it on, I started using it on my wife because she was, uh, notorious for saying.
- 48:23Um, maybe Friday 1: Uh, no to everything I asked for.
- 48:25Um, maybe Friday 1: And it was like, well, if some, if they're going to say no to everything that I asked for, I'm going to ask you a question, give, give them a make no a positive.
- 48:34Um, maybe Friday 1: So would it be crazy if, uh, amazing question.
- 48:38Um, maybe Friday 1: Um, and probably hadn't gone far enough along in the conversation to know whether I was a no type of person yet.
- 48:45Um, maybe Friday 1: But it's still a really, really powerful question.
- 48:48Um, maybe Friday 1: Uh, Oh, I'll echo what Jim said.
- 48:51Um, maybe Friday 1: You might've given up on the appointment just a little bit too soon.
- 48:56Um, maybe Friday 1: Uh, so what I would do is I would take a step back.
- 48:58Um, maybe Friday 1: I would validate the person's objections.
- 49:01Um, maybe Friday 1: So, you know, I said, I'm not sure I want to put dates on things right now.
- 49:05Um, maybe Friday 1: I don't want to define things right now.
- 49:07Um, maybe Friday 1: I would, I would validate it and then practice, uh, a, um, an active listening technique where you just repeat back what they said, your own words.
- 49:17Um, maybe Friday 1: Uh, I completely understand.
- 49:18Um, maybe Friday 1: It sounds like you really don't want to define things just yet.
- 49:21Um, maybe Friday 1: You're probably not ready.
- 49:22Um, maybe Friday 1: Right?
- 49:23Um, maybe Friday 1: Get it.
- 49:24Um, maybe Friday 1: Yes.
- 49:24Um, maybe Friday 1: And I would have easily said yes to that, because then you say, tell you what a lot of what we find a lot of people do is they, they really get stuck in probate for sometimes eight, nine months, sometimes even longer than a year.
- 49:38Um, maybe Friday 1: And it's mainly just because they don't have a plan.
- 49:40Um, maybe Friday 1: Um, and I know you're working on your timeframe and don't want to assign dates.
- 49:45Um, maybe Friday 1: Do you think it would be beneficial or, or would it be crazy if you could pull that out again?
- 49:51Um, maybe Friday 1: Uh, would it be crazy to think that maybe we could get together the next week or two and at least let me give you a list of things that you're going to want to do when the time comes that you start the process.
- 50:02Um, maybe Friday 1: And trust to that close again.
- 50:04Um, maybe Friday 1: I think I would have given it to you again, if you would have validated me, um, practice, practice, active listening, and sort of repeated back what I said in your own words, and then circled back and asked in a different way.
- 50:17Um, maybe Friday 1: Um, otherwise, Super crazy.
- 50:19Um, maybe Friday 1: Natural.
- 50:20Um, maybe Friday 1: I assumed that when you said and the area, it was probably just cause you didn't want to say what city you were in on the phone.
- 50:27Um, maybe Friday 1: So I figured that you just didn't want to show your cards to everybody else listening to the call, but I thought it was great call.
- 50:34Um, maybe Friday 1: Thank you.
- 50:35Um, maybe Friday 1: Great job, buddy.
- 50:36Um, maybe Friday 1: Thank you, Justin.
- 50:37Um, maybe Friday 1: We have one more in the queue and we've got about 15, 10, 15 minutes guys.
- 50:41Um, maybe Friday 1: So hopefully we can finish strong here.
- 50:44Um, maybe Friday 1: Last up his phone number ending in four, three, one nine.
- 50:47Um, maybe Friday 1: You're up last.
- 50:48Um, maybe Friday 1: Hey, uh, Jim and Bruce, uh, Carlos Evans.
- 50:51Um, maybe Friday 1: Uh, I'm a real estate agent and uh, I want to be the, uh, agent and I give Jim a shot on this one.
- 50:59Um, maybe Friday 1: Oh, right.
- 51:00Um, maybe Friday 1: Fire away.
- 51:01Um, maybe Friday 1: Give me a call, Carlos, anything, uh, Carlos, before we, before we start anything in particular that you want to practice?
- 51:08Um, maybe Friday 1: Well, not necessarily making calls.
- 51:09Um, maybe Friday 1: So, um, you know, I'm just trying to get the calling jitters out, so I'm just going to give it a go random I'll I'll randomly be a typical executor, then go ahead and call them.
- 51:20Um, maybe Friday 1: Okay.
- 51:21Um, maybe Friday 1: Ring, ring.
- 51:22Um, maybe Friday 1: Hey.
- 51:22Um, maybe Friday 1: Hello.
- 51:23Um, maybe Friday 1: Hi, what's calling for Jim.
- 51:25Um, maybe Friday 1: Uh, yeah, this Jim who's this.
- 51:26Um, maybe Friday 1: Hey Gemma, my name is Carlos Evans.
- 51:28Um, maybe Friday 1: I'm a local real estate agent.
- 51:30Um, maybe Friday 1: And I understand that you may or may not be the personal representative for an estate.
- 51:35Um, maybe Friday 1: And I was reaching out to you because I put together a team of professionals and we actually help folks go through going through the approval process and just wanted to see if there's anything that I could do to actually help you and your family.
- 51:50Um, maybe Friday 1: Yeah, I appreciate it.
- 51:51Um, maybe Friday 1: We're not really ready to sell yet.
- 51:53Um, maybe Friday 1: And I think my sister has a friend.
- 51:55Um, maybe Friday 1: That's a realtor that we'll probably go with, you know, when we aren't ready.
- 51:58Um, maybe Friday 1: Sure.
- 51:58Um, maybe Friday 1: No, I, I completely understand.
- 52:00Um, maybe Friday 1: Uh, Jim, so are you and your family pretty much committed to selling the property or?
- 52:06Um, maybe Friday 1: Yeah, I think so.
- 52:07Um, maybe Friday 1: Yes.
- 52:08Um, maybe Friday 1: In that process.
- 52:09Um, maybe Friday 1: Yeah, we, we do need to sell it.
- 52:11Um, maybe Friday 1: There's five of us and we really need to sell it to split up the proceeds.
- 52:15Um, maybe Friday 1: And you know, none of us want to live there.
- 52:18Um, maybe Friday 1: None of us are local enough to, you know, to, to want to keep her manage the house.
- 52:22Um, maybe Friday 1: So yeah, we're, we're going to sell it, but like I said, I don't think we're ready yet.
- 52:26Um, maybe Friday 1: Uh, we just got started and, uh, I think we pretty much have an agent already, but I appreciate the call, Carlos.
- 52:32Um, maybe Friday 1: No, no worries, Tim.
- 52:34Um, maybe Friday 1: And before, before I let you go here, just, uh, To let you know, we actually do a little bit more than just the standard listing our properties.
- 52:43Um, maybe Friday 1: We actually specialize with helping sellers like yourself, going through the probate process.
- 52:48Um, maybe Friday 1: So for instance, if you need it, um, cleanup crews for the property or securing the property, as far as, uh, changing locks or making minor improvements to the property and even disposing off.
- 53:02Um, maybe Friday 1: Personal property.
- 53:03Um, maybe Friday 1: So I know that you guys said that, uh, you have an agent, uh, however, these are services that you're going to have to deal with.
- 53:10Um, maybe Friday 1: And is there anything that maybe I could discuss with, uh, taken off your plate?
- 53:15Um, maybe Friday 1: I mean, what, what are some, I mean, you'd be willing to do.
- 53:19Um, maybe Friday 1: Yeah.
- 53:19Um, maybe Friday 1: You'd be willing to do that, even if we don't list with you.
- 53:22Um, maybe Friday 1: Well, you know, again, Jim, you guys have five folks and, uh, I think most likely it's important to make sure that you guys can sell it for the most money.
- 53:32Um, maybe Friday 1: Um, unless you're going to get to just, you know, leave some equity on the table.
- 53:38Um, maybe Friday 1: I would say that these services are going to have to be done either.
- 53:42Um, maybe Friday 1: It's going to be done by you and your family remotely, or is your agent going to kind of do those services for you?
- 53:49Um, maybe Friday 1: It didn't didn't even mention it honestly.
- 53:51Um, maybe Friday 1: Um, I think my sister spoke to her, but I don't think it came up.
- 53:55Um, maybe Friday 1: So Jim, why don't we do this?
- 53:57Um, maybe Friday 1: I know that you said that your, your family is in agreement to selling the property.
- 54:02Um, maybe Friday 1: I know that you're, you're not necessarily there, but is there a way that maybe I could schedule to get by and take a look at the property?
- 54:09Um, maybe Friday 1: And then what we could do is maybe even set up a zoom call with the family and discuss what's best for you.
- 54:15Um, maybe Friday 1: Um, is there any time that I can maybe get by and gain access to the property this week?
- 54:21Um, maybe Friday 1: Yeah.
- 54:21Um, maybe Friday 1: What would you, what would be your main purpose in going by, what would you be doing, you know, just to kind of give you, uh, um, an idea as to what it would actually take to prep, the property for sale.
- 54:34Um, maybe Friday 1: I mean, I don't know if there's.
- 54:36Um, maybe Friday 1: Items in the property.
- 54:37Um, maybe Friday 1: When's the last time that you've kind of gone through the home?
- 54:41Um, maybe Friday 1: Uh, it's been years.
- 54:42Um, maybe Friday 1: Last time we were there, it was pretty cluttered.
- 54:44Um, maybe Friday 1: It was pretty bad shape.
- 54:45Um, maybe Friday 1: Um, so it's been three or four years since I've been there.
- 54:49Um, maybe Friday 1: Yeah.
- 54:49Um, maybe Friday 1: I mean, I definitely can help you as far as, uh, cleaning out the property with, uh, anything that you guys don't necessarily want.
- 54:57Um, maybe Friday 1: And if there are items that you want to sell, as far as personal property, Either disposing or being able to sell those items, to make sure that you can actually put, put those funds into the estate.
- 55:09Um, maybe Friday 1: And if there's minor repairs, as far as, you know, if you need the paint or make some changes to make sure that you can actually sell it for more money.
- 55:19Um, maybe Friday 1: Um, so those would be some of the things that I be able to share with you and your family.
- 55:25Um, maybe Friday 1: Yeah, it sounds interesting.
- 55:26Um, maybe Friday 1: Um, as part possibility, um, when I talked to my siblings and I'll get back to you.
- 55:32Um, maybe Friday 1: Okay.
- 55:32Um, maybe Friday 1: What's it.
- 55:33Um, maybe Friday 1: What's a good time.
- 55:34Um, maybe Friday 1: And, uh, yeah, maybe I'll give you a call in a week or so let me check with everybody.
- 55:38Um, maybe Friday 1: Sure, sure.
- 55:39Um, maybe Friday 1: I can definitely, um, Give you my information too, Jim, is there a number that I get, is there an email address that maybe I can send some information out to you and then we can our plan on following up, do you think you might be able to talk to them over the weekend?
- 55:54Um, maybe Friday 1: And maybe we could just have a followup call on Monday?
- 55:58Um, maybe Friday 1: Yeah, you can shut up.
- 55:59Um, maybe Friday 1: I'll talk to him over the weekend.
- 56:00Um, maybe Friday 1: It's a gym@greatexecutor.com.
- 56:03Um, maybe Friday 1: And give me a call.
- 56:05Um, maybe Friday 1: I'll talk to them over the weekend.
- 56:06Um, maybe Friday 1: Give me a call back on Monday.
- 56:07Um, maybe Friday 1: Okay.
- 56:08Um, maybe Friday 1: And, uh, Jen, just, uh, if, if you have a pen handy, I'd like to just give you my information as well.
- 56:14Um, maybe Friday 1: Sure.
- 56:15Um, maybe Friday 1: Go ahead.
- 56:15Um, maybe Friday 1: Got it.
- 56:16Um, maybe Friday 1: Okay.
- 56:16Um, maybe Friday 1: Carlos, Carlos Evans, a local real estate agent two one zero four three one nine.
- 56:22Um, maybe Friday 1: Perfect.
- 56:23Um, maybe Friday 1: All right, appreciate it, Carlos.
- 56:25Um, maybe Friday 1: Nice talking to you.
- 56:25Um, maybe Friday 1: Take care.
- 56:26Um, maybe Friday 1: Thank you for your time.
- 56:27Um, maybe Friday 1: Bye.
- 56:28Um, maybe Friday 1: Okay, Bruce.
- 56:29Um, maybe Friday 1: I have some input, but you go first, please.
- 56:32Um, maybe Friday 1: Okay.
- 56:33Um, maybe Friday 1: All right.
- 56:33Um, maybe Friday 1: So, um, right out of the gate, I think you probably pigeonholed yourself and to, uh, into.
- 56:41Um, maybe Friday 1: Uh, a specific type of conversation, a real estate conversation by calling yourself an agent.
- 56:47Um, maybe Friday 1: Yup.
- 56:47Um, maybe Friday 1: Yup.
- 56:48Um, maybe Friday 1: Yup.
- 56:48Um, maybe Friday 1: Um, okay.
- 56:50Um, maybe Friday 1: Uh, I really liked that you used the word because, and a lot of, a lot of you that have listened to me before know that I'm a big fan of, of telling.
- 57:01Um, maybe Friday 1: People that, because the, because behind my call, um, you did go a little bit long.
- 57:06Um, maybe Friday 1: You said I'm calling because, and then you started, uh, pretty much immediately describing your services without really any, any input or, or permission or buy in from Jim.
- 57:17Um, maybe Friday 1: Um, so I would just kind of shorten that, uh, summary of your services up a little bit before you dive into the, um, the elevator pitch and try to get some kind of, uh, uh, buy-in, um, buy in from Jim or buy in from the prospect to go further into the conversation.
- 57:34Um, maybe Friday 1: Um, I thought that you, uh, project took a bunch of notes, forgive me here.
- 57:39Um, maybe Friday 1: But, uh, but I thought that you shifted you.
- 57:40Um, maybe Friday 1: You had an amazing shift after Jim hit you with the objection of, Hey, we already have a, um, a real estate agent picked good job, not completely caving there.
- 57:50Um, maybe Friday 1: That's a, that's a tough objection to handle and that the shifts and the validation was awesome.
- 57:56Um, maybe Friday 1: Um, I would have asked where the executors lived or not the executors, but he said, Hey, none of us are local enough.
- 58:03Um, maybe Friday 1: Okay, so you could have really camped out there.
- 58:06Um, maybe Friday 1: Oh, where do you guys live?
- 58:08Um, maybe Friday 1: How about your siblings?
- 58:09Um, maybe Friday 1: I guess that's, that's a, and then, and then make some impact statements kind of really draw out the pain of having to drive in and out of the area and make these decisions.
- 58:19Um, maybe Friday 1: Okay.
- 58:19Um, maybe Friday 1: Last thing is I want you to pull it.
- 58:22Um, maybe Friday 1: If I would blank, would you.
- 58:25Um, maybe Friday 1: Or if this, then that, um, that's, that's a closing techniques that you're going to want to use when somebody hits you with the agent.
- 58:34Um, maybe Friday 1: Um, you know, I understand you guys are pretty committed to an agent.
- 58:38Um, maybe Friday 1: Is that to say that if somebody made you a, a really great offer that netted you more money, that you'd still stick with some.
- 58:44Um, maybe Friday 1: So if, if I could give you, get you more money, I could make your process easier.
- 58:50Um, maybe Friday 1: Or if.
- 58:51Um, maybe Friday 1: Okay.
- 58:51Um, maybe Friday 1: Yeah.
- 58:51Um, maybe Friday 1: That's why you're not even necessarily to you.
- 58:54Um, maybe Friday 1: If someone gave you a better offer, the agent you've picked so far.
- 58:58Um, maybe Friday 1: Okay.
- 58:59Um, maybe Friday 1: Once they give you yes.
- 59:00Um, maybe Friday 1: Then it gives you a door to get back in.
- 59:03Um, maybe Friday 1: And now you have a reason to continue that conversation a little deeper.
- 59:06Um, maybe Friday 1: Perfect.
- 59:07Um, maybe Friday 1: I will, um, ditto to everything Bruce said to you right away, you put your real estate hat on.
- 59:13Um, maybe Friday 1: You never want to do that.
- 59:14Um, maybe Friday 1: You want to just be, you know, you want to be Carlos, the guy that you know, helps people that have inherited property.
- 59:20Um, maybe Friday 1: And I will tell you, um, at the end there.
- 59:25Um, maybe Friday 1: Um, if you had asked me one more time for the appointment, I was going to say, well, you know what?
- 59:29Um, maybe Friday 1: My sister is pretty pushy and I wouldn't mind getting a second opinion.
- 59:32Um, maybe Friday 1: Yeah, come on over.
- 59:33Um, maybe Friday 1: But you, you, you, you only ask, you only ask once.
- 59:36Um, maybe Friday 1: And I didn't say my best friend is a realtor or somebody we've used before.
- 59:42Um, maybe Friday 1: I just said, you know, my sister talked to somebody and you ask a good question.
- 59:47Um, maybe Friday 1: Do they offer all these services?
- 59:49Um, maybe Friday 1: And I said, no, I don't think so.
- 59:51Um, maybe Friday 1: So I think you had an opening there to try one or two more times.
- 59:55Um, maybe Friday 1: It wasn't, it was really a soft, I've got an agent.
- 59:59Um, maybe Friday 1: It wasn't a real hard one.
- 1:00:00Um, maybe Friday 1: I think he probably gave up just a little bit too easy.
- 1:00:03Um, maybe Friday 1: And, uh, and like Bruce said use, you know, eight, would it be crazy if we got together and I just didn't give you a second opinion or, you know, if, um, You know, why don't we go ahead and get together.
- 1:00:14Um, maybe Friday 1: It wouldn't hurt to have a second opinion.
- 1:00:15Um, maybe Friday 1: Would it, if you had done that, I was, I was ready to give you a point, but you just gave up a little bit too quick.
- 1:00:20Um, maybe Friday 1: Okay.
- 1:00:21Um, maybe Friday 1: No, I, I appreciate that.
- 1:00:22Um, maybe Friday 1: Great job, Carlos.
- 1:00:24Um, maybe Friday 1: I appreciate it.
- 1:00:25Um, maybe Friday 1: I'll tell you what I appreciate all of you guys today, Bruce.
- 1:00:27Um, maybe Friday 1: You and I didn't even have to be on the heart hot seat.
- 1:00:30Um, maybe Friday 1: You know, they, they, they were, um, we had five people that stepped up and were willing to be the agent investors.
- 1:00:37Um, maybe Friday 1: So I want to thank each of you who.
- 1:00:40Um, maybe Friday 1: Showed up today.
- 1:00:40Um, maybe Friday 1: We had a great attendance.
- 1:00:41Um, maybe Friday 1: I want to thank particularly the five of you who actively participated.
- 1:00:45Um, maybe Friday 1: And I hope you heard one thing on this call that inspired you.
- 1:00:49Um, maybe Friday 1: I want to challenge you.
- 1:00:50Um, maybe Friday 1: Just take one, thought one idea.
- 1:00:53Um, maybe Friday 1: One thing that inspired you go out and put it into practice and come back tomorrow for our, our mastermind call at one o'clock and share your results with the group.
- 1:01:02Um, maybe Friday 1: Thank you so much, guys.
- 1:01:03Um, maybe Friday 1: Be productive, be safe.
- 1:01:04Um, maybe Friday 1: Uh, and we will talk to you one o'clock tomorrow.
- 1:01:07Um, maybe Friday 1: We'll take care of it, buddy.