Free Probate Business Resources from Executorium, with George Compton
Probate Weekly · · Guest: George Compton, Executorium
Episode summary
Bill Gross sets out four takeaways for this episode with Executorium founder George Compton: knowing your customer, using free content, networking, and the crossover from probate to trusts. Compton again describes the "poof, you're an executor" experience that led him to create the site.
On knowing the customer, Compton says a new executor may not even know what a fiduciary or a certified probate expert is, and that the site explains such terms and points to the county, state and IRS pages an executor may need. On content, Bill suggests reading Executorium articles and Estate Talks podcast episodes, then summarizing and sharing them with a link back, and Compton mentions a recent Estate Talks interview with a Charleston County probate judge.
On networking, they discuss finding the vendors you want to do business with and inviting them to list. On trusts, Bill notes that much of the most valuable business never goes to court because the family had an estate plan, yet the family members left to handle it face the same sudden learning curve as an executor.
Compton outlines the optional advertising: county ads priced by population (he cites about $30 a month in Los Angeles and as little as $5 in some counties), sitewide ads, and one-time $50 fees to add a county or category. He also mentions topics such as medallion signature guarantees that executors can read about on the site rather than paying an attorney's hourly rate to explain.
Key points
- Learn what executors and trustees face so you can solve the problems your customers actually have.
- Executorium articles and podcasts can be summarized and shared, with a link back, as social content.
- A directory listing is free in your home county; added counties or categories carry a one-time fee.
- Families handling a trust face the same sudden learning curve as an executor.
Transcript
Transcript generated from YouTube's automatic captions for this episode and lightly cleaned (filler words and repeated words removed, names and web addresses corrected; phone numbers and email addresses read on air are replaced with a placeholder; [unclear] marks words the captions did not capture). These older automatic captions have no punctuation or capitalization, so the text reads as one continuous stream. It may still contain transcription errors, and speaker labels are not included. Timestamps link to that point in the video, which is the authoritative record.
0:03 Welcome to probate weekly I'm Bill gross at Bill gross probate on social media or Bill gross probate. comom with all my links and programs and such we do this program we film up live on zoom on Thursdays 9:00 a.m. Pacific Time 12: noon time that's particularly important today because our guest is noon so we do this on zoom and then we broadcast it on social medias on Thursdays at 4:00 on YouTube and Linkedin and Facebook and such if you want jump in live we' love to have you come in and the whole idea of this program initially was to get more agent participation that's why we moved it here so you can talk to the guest yourself but probate weekly is the program we continue the conversation afterwards on Facebook on our Facebook group probate weekly.com but if you want to register on the zoom call just go to probate weekly.com put your email address in you get an email reminder with a link for the live Zoom link as well as you can scroll down and get it on your other favorite formats here the past episodes or listen to as a podcast and also the past episodes on YouTube as well really excited to have today we couldn't decide couldn't figure out if this is his third or fourth because I have to check the records but I know he hasn't gotten the three-time guest coffee mug yet that's a new development in our program so that's something for him to look forward to George Compton is the founder of executor and if you followed me I've had him on a couple times and I really think for those you watching I guess all the time how do I build my business as if there's a program to buy or some data to buy that will change your business and I want to tell you the number one tool I believe to build your business for free is G be on this call today we're going to talk about it is the content and the networking that we have already and George's program executor is a key tool that can help you do that for free that's the best part about it or you can advertise and pay a premium to support if you want to George thanks for being on the call today thank you Bill hello everyone and so ex tor.com anybody can go to the website but give us the background what was it what was the itch that you scratched when you launched
2:06 This program well the itch that I scratched was I was an executive and the experience of poof you're an Executor is something I use often to kind of describe your life is going along this way and all of a sudden it just goes this way and is is as competent as you may think you are or even may be you're in a completely new space you're the new guy you're the new girl everyone else is an expert they're very familiar with the with the with the waters how to navigate them and you're just learning terms and needs and all these things for the first time and it's difficult it's got a high level of difficulty so I wanted to create something that at least would attenuate some of that difficulty and show some context show a little bit of the landscape give them some you know just a smattering of the issues and the topics and the and the challenges they're going to run into so and so you launched this did you have a background in websites was this like you're you're G to build the next Facebook or next Google or of all things in the world as if being exec was enough work what caus you to launch this yeah no without going too deeply into my psychoses and deficits as far as biting off more than I can chew I just really perceived a need I was the executive director of a an association a large Association of pile drivers and geotechnical Engineers it was International so that probably is a little bit of it I did work as a marketing consultant in the heavy construction industry so I had a lot of exposure with websites and worked with developers and had some contractors that would develop websites
4:10 For clients so but really when I was an executive it was more the realizing that there's no association there's no magazine there's no really anything aside from what the your local Court can provide or your a state attorney can point your way or a certified probate expert whatever that is I know now but I didn't know then so now we have articles and estate talks on executor about what is an certified probate expert because I think everyone who's in an executive's shoes should know that that that's a resource as well as every other resource I come across I either curate it or create it and you know want to put on the radar so this executive thing is is easier so this program today I believe is going to give you four free tools or steps to building your business as a real estate agent well or an attorney or vendor it's executorium.com is the website but I really think it's Unique opportunity because I think we chase the deal and we don't understand that if we create the relationships and the systems procedures the skills will come to us and so I want to point out to you I think four things today that I want you to pay attention to or four things that you should learn today or four takeaways you should have were done number one know your customer better you might think your customer is the attorney but the attorney really represents the executive or petitioner or administrator of the estate and so really this is the an organization of our customers and then we interface with them through various ven so we're going to learn about how our customer thinks second he has fantastic content one of the ways to develop business is to educate your customers and prospective customers and every agent I talk to says where to get content George
6:13 Has a whole website we're going to go through some of those opportunities for you to participate in three networking and I don't mean networking as in people on this call I mean you finding the people you want to do business with and helping them on this network and it's Unique opportunity that's free we'll talk about that fourth the crossover from probate to trust because typically probate is lower income people who didn't plan ahead trusts also include people who did Estates and such and often have on average larger assets or groups of assets to work with every world to wants to get into those and we're going to talk about how to do that those are your four takeaways that you should walk away from this call with today so let's go number one George to know your customer you did this because you were overwhelmed and I would say that that some in the position has three options you can either go through this blind and drunk and stupid like in the movie Animal House stumble through the process of misery for a year or more that's an option that's no way to go through life son that's a reference to movie Animal House the Georg and I are old enough to remember number two is you can hire somebody to do it for you but if you don't get the right person it's as miserable and you paid Mone money to do the job and three there are the right people you can pay whether be an attorney or professional fiduciary to do that so let's talk about and I think George the reason is because different customers bring different skills assets and problems and time issues to the party meaning some are busy professionals some are they've never done a deal in their life they don't know what to do talk a bit about kind of how you see the population of customers on execu tour.com in particular right well that's that's that's very key right so combining what you just said and what I said previously poof you're an executive you don't know this landscape you don't know anything about it what's a certified probate expert what's what's an estate are there people that'll just
8:15 Handle your estate like an estate concierge as they are sometimes called or you know just a administrator a fiduciary what's a fiduciary I mean I know what a fiduciary is a lot of people on the call know what a fiduciary is but I think your run of the- middle executive may not know that that's the person in charge of the entity with the financial responsibility so those are examples of little things you just have to learn on the way and they're critical as far as the professionals are concerned one of the things we did and I think have done well is probate is is is is done by jurisdiction by county or in Louisiana Parish or in Alaska and some other states county equivalents or regions so we list all the different professions that are available or maybe in Need by an executive so at the very least you can review them and see I need an appraiser I need an Auctioneer or an estate sale person going to need a real estate professional to sell the house going to need a probate attorney going to need an accountant what's this mediator grief support so just to put that all on the radar let alone listing the people that are available in the county of the estate because a lot of Executives have find themselves with an ancillary you know probate situation they're running the Wisconsin estate from their house in New York because their parents lived in Wisconsin so you know they may not be familiar or have friends there or whatever what have you so this gives them an opportunity to take a look who's there what's there be familiar with the different support professional support that's available to them and so you have a range in of customers though who are ill equipped those who have some equipment you know I think some people know an attorney or two a an accountant but they may not be the right one for this type of work for example and you other people who are maybe experts in their area but don't know anything about the estate Assets in another state and so all these kind
10:18 Of play into the opportunity of serving our customer and again I think for all of us on the call whether you're a real estate agent or an attorney or a vendor our job are to find people with problems and help them solve the problems and so this is a place where you can go to learn what are the problems that my perspective customers have so that's about knowing your customers so the second part is so You' really created a Content machine and a Content resource every realtor I talk to and I encourage them all I use a podcast I also use email to and social media to post content to educate my customers you've done the same thing with executor talk a little bit about your content strategy on Executorium yeah no thank you Bill I think it's combined with your previous question too getting to know your customer as well as finding content is killing two birds with one stone so as you read through the content in executor you're going to understand the Practical situations an executive or personal representative depending on your state finds themselves in so you know what do I do with the mail can I drive dad's car you know what is what is probate you know I need a dumpster maybe I need a cleanout company what do I need to know about a cleanout company dad had shelves and shelves of books what do I do with those the attorney tells me to get a medallion signature guarantee I can ask the attorney of course at $350 an hour or I can familiarize myself with medallion signature guarantees on executor doccom and as I understand it a certified probate expert you know is an asset is like a coach is like a like a just a you're you're so solitary as an executive I mean you have your attorney but it's expensive of course and you can't run to them for every little thing so running along with a certified probate expert is is is helpful and I want to I want to promote that because I think it just
12:22 Makes this the state Administration easier and if the certified probate expert the real is a person that can say Hey you know there's grief support you know down the road if you're if you're struggling or your sister is struggling you know there here's a good dumpster guy that I know that he's fair and he's not going to rip you off and here's a cleanout company if you don't want to handle it yourself so you know understanding that is one part understanding the different elements of what an executive experiences if you have haven't done that yourself is going to be in the content then sharing it well you know we all want to have be have an online presence we all want to have social media presence so you know blank canvas is hard to work with you got to come up with the idea you got to form the idea you've got to craft the idea and you've got to finalize the idea and share the idea and this came to light bill from these conversations I didn't really realize this was such a potent a possibility for executor I'm writing this stuff for executiv but that it can be used by people that work with Executives and share it and relate to executiv I think that's very powerful so all the content on executor whether it's original or curated service providers can use it to just pump it out there and make a presence that's executive facing on their social media channel so real quick a little housekeeping this is probate weekly you can join at probate weekly.com set up for the zoom call if you want to come in live love to have you ask questions part of the thinking of moving this back to zoom was to encourage agents because I think you all need to get better at interviewing people and professionals here's a chance so all you need to do is raise your hand put a question in the chat box i' be more glad to bring you in talk to George directly he doesn't bite he can be a little Gruff at times but he
14:25 Doesn't really bite that hard if he does bite it so feel free to partipate love to have you join in and ask questions so on the content part and the thing that I want to point out is everybody here should be wanting to learn how to serve your customer better and the way to do that is with a Content what does that mean so you know a number of you don't know what a probate bond is what is a probate Bond well I recommend you click on the article and read it and then if you find it interesting only if summarize it post that on your social media the link back to this article right so you might say you know I've discovered about probate bonds are required on in California almost every single probate needs a bond and many trusts need bonds as well to protect the executive and this describes what the process is not only that he has a vendor that you can talk to if you have questions because I'm sure they're glad to talk to you if you're going to recommend them to your clients and or the attorneys that you work with I've had occasions where T you know had problems with bonds and I knew how to solve them whether it be change the vendor right the vendor turned down the customer for a bond and I would say well just because somebody turn them down doesn't mean somebody else can't get them bonded let me run up by my guy and I became a hero I had a $40 million estate we got bonded for about half the price of the other companies so knowing these people is an advantage of course the bond guy loved me he hasn't referred me business yet but he promises to but again that's probably B interest me maybe because I'm more technical but you might enjoy learning about guns now I happen to like guns most my friends you know go shooting with me or something or we talk about it you may not like gun skip that article go the one you do like maybe the next one is on just stay clean up personally it doesn't really interest me as a topic but some of you that is the topic you want to talk about or where so again use the content that you like and there's there's I think 100 200 articles here you could do one a week for a year or two and until you write your own
16:28 Personal content it's a fantastic opportunity on top of which if you go to his resources page he also has his YouTube channel where he interviews the people different vendors on these places that again you can listen to if you find interesting summarize and share so he's made it all the content available to share and I'd recommend you all to participate that level the next tool so the first tool he says knowing your customer learning how your customer thinks learning what your customer problems are second we said is the content here's free content you can re use that's directly on point to building your business because it solves your customers problems the third tool or opportunity or takeaway you should have today is networking and I don't mean showing up at some event buying drinks or lunch or something I'm talking about actually helping people so George talk a little bit about the directory and how you see vendors like real estate agents supporting the making the directory more useful to the clients well yes the what we call the estate service providers Direct ctory is one of the main pieces there the executorium.com is divided up into four main parts and one of which is the estate service providers directory so I can go into any County like Los Angeles County and I can find probate excuse me State Attorney accountants estate sales auctions mediators Reef support appraisers and then there's a account that I put in Michael wander company CPAs go through this some the people I put in here I'm sorry cut you off go ahead like donation of course convalescent Aid Society and Pasadena and kind of ties into it's it's the whole is greater than the sum of its parts so when I say the convalescent Aid Society in Pasadena I think of what bill was talking about with you know I've got all this used medical equipment like so
18:31 Many executiv have at the end of you know at the end of the road and have to figure out what to do with it I hate to throw it out convalescent Aid Society in Pas be glad to have it and it's Goodwill and so we like to have donation as a category you know that's not something we're doing for Revenue that's thing we're doing to solve an executive's problem and I think certified probate experts can take advantage of that and be and be real experts and know the lay of the land network with the donation companies and know where to where they where your clients can bring their personal property or their refu or there things that can be recycled I think that's that puts a good foot forward again that's Goodwill you're going through the real property you're going through the house so you're can seeing some of the problems right on right in right in front of you and you can solve some of those problems Executives just have challenge after challenge after Challenge and so if you can be an answer machine there's your value you know I was whistling in the wind a lot as an executive and people were lining up to take advantage or you know to buy or to get a good price on X Y and Z and I can actually think of those folks that were you know allies or just ready to help and support and they're the ones that get referrals they're the ones that get you know mentioned when they have a conversation when somebody says you were an executive weren't you who' you use well it's a process not an event so networking you know every county is a is a work in progress we're trying to flesh out all those categories from accountants to brief support people from Pro estate attorneys to real estate folks listing is free so I see it as a tool to call people who you know who are in that Network and
20:34 Say hey here's this executorium.com maybe if you know you want to spend four minutes of your time you'll be in you'll be in the directory and you know you'll be a resource for executiv I'm there and it's a good pretense to make a phone call to any one of these numbers of disciplines introduce yourself and then also to the people that are already in there and just to say hello so that wasn't obvious that wasn't obvious to me either in the beginning again I'm building this for executives but it was pointed out that that would be a dynamic that a service provider may use to you know promote their business Network learn and be leaders in the in the local probate environment so again think about from this from the example of the convalescent AIDS Society right they're they're nonprofit and they're trying to get you know build their business is probably getting donations both of material as well as donations of money but you know what a nice free listing and then this has their website on it and so it's a link back that adds to their Google juice and looks nice and in some cases some of these organizations don't even have a formal website so this can almost be a link to their company and so I want you to think about really two ways to use this one is you want to promote your network your Rolodex help them get more business by getting them added on to the directory so you'd reach out to your accountant your attorney your favorite charity you know if you're into pets or you're into you know whatever your Catholic church or whatever you think you is important where people should have money and then second so and particularly if you're in a larger Community where there's already people you can also reach out to the people who are on there but you can make your own network imagine in a county that doesn't have much filled in if all the directory were vendors of yours right so somebody went to the attorney then they went to the fuer then they
22:36 Went to the notary then they went to the estate cell and every one of them when they talked about real estate talked about you so what happens is you're promoting your network and one way to get business you know it the most frustrating part for realtors is we give business to toter reps to Escrow to mortgage to attorneys and we don't get as much back from any of them generally speaking here's a way though to build your whole network out give them all a little bit of information and then by adding that out if you were the only person in your county of some smaller state for example all roads lead back to you and that's the opportunity to help everybody there okay so that's networking that was the number three tool or takeaway that I want you guys to take advantage of today and then four is crossover to trust so one of the things that we real estate agents are tied into probate because you can buy typically the probate filings and then there are companies that recommend I don't but recommend you to cold call the petitioner the executive the administrator or the attorney to get the business however at least in Los Angeles I think in Most states the really good business are the ones that don't go to probate they're the trusts they're the people who are somebody passes and they pass over 10 20 $50 million of assets but they don't go through court because they had an estate plan how do you get that business well that person as George you know described is you know one day they're just living their life next thing somebody passes next thing you know they're in charge of it and this is the tool to get there because some of these services are particularly of value to trust so talk a little bit George about trust business and kind of the higher income the higher end Estates and how those kind of are the paino that you were that you personally dealt with as well as are looking to solve here with your tool well yes of course you know a trust is a is an amazing instrument to move assets from an individual to a legal document a legal entity and by the so when the death
24:43 Occurs and there's a decedent the deedon has very little in that is necessary to go into probate so they may have a poor over will if they buy a boat after establishing the trust and they don't update the trust then the war over will may take care of something like that or you know if something gets missed in the trust it may be necessary to go to probate generally that's that's that's taken care of but it's possibility but people who are in trusts people who are the beneficiaries of trusts people who are the personal Representatives the principles of trust still have a lot of these issues such as cleanout such as perhaps moving the real property out of the trust and in just in selling the real property as well as personal property as well as all these things that are attached to the disposal of a you know of a person's assets so all this still very much applies doesn't have the same Dynamics are the same mechanisms of probate but there's similarity and there's definitely some shared space so it's an entree to some of some of that business as well there's certain vendor that work more with those people like the attorneys like the Accountants wealth management people is another group that deal with them on a regular basis and so this a case this is a chance for you to put them on that website as well as to meet those who are already on there to add to your business and so fiduciaries fuci professional fiduciaries are a big one absolutely thank you for reminding me of that and so this is where you have a chance to Market that business otherwise that you know how do you get to that and again your approach is you're helping them Market their business rather than you asking just for a handout and obviously if their client or their Prospect goes on and discovers them through executor you'd like to believe the person who got that business is when it comes to real estate is gonna say oh wow Bill's the one who put me on that
26:45 Thing I should check in with him about the real estate site that's how that's how this is meant to work so here we are you've been in this project now for I think four years that I remember I think I started I was in New York I want to see a pre Co so it must be four years ago where's Executorium going what's the what's the vision what's the plan for it well it's a it's it's a marathon it's not a Sprint I'm I'm I become very dedicated to this when we talked four years ago it was a it was a project that I had in my head after having you know written ideas for years previously on cocktail napkins and scraps of paper and yellow pads and everywhere else I could find Emil to myself and we launched it you know as a kind of a anary project see what would happen see what we could see what we could make out of it and people either figured it out that this was this was something that was you know going to be very useful over you know for an executive and what we found out fairly recently about a year ago is that our website wasn't quite where it should be as far as the back end as far as the structure as far as the architecture as far as things like the SEO we rebuilt it in the beginning of this year and relaunched it in June with all the necessary structure again architecture and code to take advantage of that and make the most out of it because executiv have to find executorium.com one way or another and so now all these pieces are in place where is it going we're going to stay the course we're going to build up that estate service providers directory to just keep adding companies and flesh out what we don't have where there's
28:46 Deficits which we do quite frequently we go in and fill out you know thin counties Etc the Government Directory we didn't mention but that's where executiv can go and find that's a great missed that I'm sorry go ahead that's all right they can go and find County State and IRS pages that they will want to be aware of Y and then maybe certified probate experts want to be aware of this resource too we just did an estate talks which is my podcast with Charleston County Probate Court Judge Irv Condon and he went on he went for 30 minutes about just describing A to Z about the process of probate so that was you know very helpful just to get an oversight an overview so we have a relationship with government that we just seek to build upon and deepen and work with them to try to again get resources in front of executiv so it's not such a struggle and I would urge everybody here to go if you're not already familiar to go into the government resource section go to your state or you know and then County and then pull up what resources are available this is what the customer is going to see and so you're going to learn at different states where you would how you would open a state how you open a state without a will or whatever different content there is by state and by counties some counties have robust websites and resources some have none and you should know that and that way you're able to be more of assistance to your customers there a great opportunity for education and I always tell people rather than looking for the right Prospect you want to be the right resource be the right agent be the right attorney be the right vendor and if you know the business better than everybody else does then you're going to win okay I have I want to ask for questions love to have you raise your hand and come in live if you want to Cynthia ask a question in the chat box I know Cynthia if you're on
30:49 Live we'd love to bring you in if you want unmute yourself and putting your video but she says that she's a new agent in prob probate real estate is her certification CL you can look into and what we suggest as your first step so Cynthia the certification there is one in California I think it's the only state that has a certification at State specific done by C and the teacher is Paul horn a prominent Los Angeles attorney otherwise there are certification courses in the general concept of probate the one I recommend is probatemastery.com it's a little more expensive but more comprehensive from my perspective probatemastery.com I've actually coached for free on their weekly coaching program which comes up at 11 on Tuesdays Pacific Time probatemastery.com I recommend that one and we say what your first steps you know you're new agent all the more reason why this tool is perfect for you because anybody you know who's in a space that can service Estates should be in the directory you know agents are so frustrated are so scared to call people know but here's a chess grade value with every accountant you know every attorney you know anybody who's a fiduciary estate planners State sale people clean out people you have a whole list of vendors that you might look want to look through and see in your area who you might be able to add to the directory out of your Rolodex and then call people on that list to find out what they do what Their strategy is to work with them and the other thing you might do as a new agent is do an interview with those people about working with States and working with probate you again you have some on your Rolodex and then you go on to the website find the directory and offer to help promote those people as well okay I'll see your hand up so I guess that's the best we can do for you anybody else have any questions you want to raise your hand and or jump the chat boox love to have you participate if you're interested talk a little bit George
32:52 If you would I know you have also a premium not required advertising program and some people have taken advant of that talk about the advertising supplemental program that people have who want to take more advantage of the opportunity well thank you Bill you know of course we do have to keep the lights on here you know this project you know started as an idea really based around the directory and the Government Directory and then filling it in with content trying to figure out how to pay for it was ancillary so we did create ads in all the individual counties so if you take an ad say in La it shows up in the estate service providers directory in LA and it also show up in the Government Directory in Los Angeles so I think La is $30 a month and there are some counties that are $5 a month it's based on population we also have sitewide ads if you want to reach the entire viewership of the of the website and they're also economical so that's the our that's our main source of Revenue our listings are free so it takes about four to five minutes to go in and put in your listing your address your social or your social media contact information you put a description which Google should pick up as metadata and help people find you a little bit better you can put in links you'll put in your homepage and Google loves links one thing about listing in executorium.com is it's a it's a backlink it's a free backlink and if you don't know what that is I didn't know what that is and what it is is a link on somebody else's site to your site and it's one of the main criteria Google uses to rank your website is are people citing your website with links on their site and pointing people looking at their site to you to your
34:55 Site so we do that for everybody who takes a listing on executorium.com advertising is nice of course we like to keep the lights on but you can you can expand now into different categories you can expand now into different counties which is new as of the new website so if you want to have a little wider footprint new county is is a onetime $50 fee new an additional category is one time $50 fee times as many counties as you as you want to expand to or many categories as you want to expand to other than that we just love to have people in we'd love to give you those backlinks we'd like to get backlinks in return of course so it's it's a it's a bit of a partnership between executor and the estate service providers right and so when people talk about raising SEO a lot of real estate agents pay money to have fancy websites with all kinds of fancy names and tabs but by linking being linked in another website that adds to your Google juice and then you're also offering that to your vendors as well so you know George I know we've had you on now I think three or four times we watched this grow from a rough idea and kind of the internet version of a napkin to really a full-on website that's really quite a resource and I urge all real estate agents and Professionals in the state and probate space to take advantage of the resource you have thank you so much for what you provide for us and I'll just answer everybody on the call just if you get my emails you're going to get an email today when we're done that's going to give you the chance to add yourself to the directory and or add the vendors that you think that should be on his website he has a list of the types of vendors he has categories on accounts appraisers donation what nonprofit wouldn't like some free advertising EST State Administration auctions cleanout estate sales grief support Legacy Management mediation probate attorneys real estate
36:58 Agents storage and wanted think people who want certain property in a certain area and so I'm going to send that link out to my database encouraging them to both participate as well as pass on to somebody who would appreciate that free advertising I'm going to urge you guys all to do the same as well and so if I can help with that reach out George congratulations on building a great resource and contined success and look forward to working with you down the road Bill thank you very much such a pleasure to have this opportunity to present executorium.com we need real estate a agents Executives need real estate agents they're they're one of the main assets you of your team so you know you're you're you're key to this certified probate experts if you know probate more is the better even more is the better so we invite you to take a listing please thanks so much as always appreciate your time and so again just to recap to everybody on the call I want to urge you all I guess all the time I get asked all the time what can I do to build my business and you should walk away today look with the five I think action items they're all free they're going to generate business for you that I'm going to this is what I do all the time number one is join executor get your directory in there it's free that's a no-brainer number two join the social networks they have in the bottom like most vendors Facebook and YouTube and x and Linkedin Instagram go ahead and join in their social media so you can see like might of people and the executiv coming in or prospective investor executiv coming in to generate some business number three you want to find content there that you can reuse for your content strategy whether you post it in your social media and or email it and or make videos about it reusing other people's content as a research tool is a fantastic way to build your business that's free you should be doing that Weekly I send out emails every week on Monday as well as post on my social media number four reach out to your Vantage you're going to see me do this shortly with an email where I'm going to list the different vendors I'm going to ask everybody to know hey if you're appropriate get on this directory if not if you know somebody who is please
39:00 Put them on the directory it's a great resource it's free and more importantly it helps the people we're all trying to help so it helps all of our customers business and then number five I would say is you should be doing video interviews of the people in your network you're adding on to this directory or the people in the directory in your area reach out to them and do a short video and add that to your social media to promote the business five free steps and I guess I could add number six research your local area if you haven't already as far as the content on the government services what does your state require to file a probate or in estate plan or wills and you can look at the state level as well as the county level in some of the counties that have that resource take a look at the material and learn how to be more effective as an agent or provider to your customers and you'll be better rather than just look to get more leads so that's my plan to walk away with from here today if you have questions last chance Last Call I jump in with any questions put in the chat box raise your hand love to participate if you're watching this on the replay feel free to put questions out or reach out to me directly it's probably more efficient I'm at Bill gross probate on social media and the best way probably is email you go to billg gross probate. comom to get all my contact information and I'd love to participate with you okay not see any questions hopefully you'll take advantage of that fstep plan all free all guaranteed effective these are things I've done to build a great public business for myself and I'd like to help you along the ways as well as I can if I can help you reach out if not make today your best day ever thank you everybody we'll have a great week
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Educational media, not legal advice. Guest views are their own. Hosted by Bill Gross, The LA Probate Expert, a licensed California real estate broker (DRE #01022275) brokered by eXp Realty of California, Inc. (DRE #01878277). Bill is not an attorney and is not a Probate Referee.