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Published Aug 13, 21
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this is what I experienced with some other customers, Bob and Jane, real story. They were working with such and such an attorney. And, we simply weren't since of the attorney relationship and because they expected the attorney to manage everything, they encountered this and this issue that they didn't even know about.

And so by, and all of an unexpected, And it really develops massive trustworthiness. I'm going to encourage you to utilize this experience in your discussions from here on, and were you on the call yesterday? I was in a training, a class and I could not make it yesterday.

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We talked about a totally various concept, however the concept was how to turn that into a turn those stories into content techniques. How to use that story to produce a one huge piece of material and then little articles that kind of branch off of that to get your name out there.

You desire composed reviews, you desire video testimonials, you desire to do a zoom interview with the attorney. You're getting involved with the signed up investment advisor.

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I really value it. I literally simply strolled out of their house prior to hopping on this call. My next call is to the attorney and try to go and meet with them and get things going.

[00:18:24] [00:18:24] Hey, how are you men, got a question for you when you changed to the brand-new format and proficiency, do we lose any of the archive mastery training? No, I'm going to put up a, I believe the very best class I ever taught was the October class. [00:18:39] And I'm going to put that into a, kind of a memorialized last format where it'll remain as like the, unless I do a better job this month, we simply had an actually big crowd and we entered a lot advanced subjects in the Q and a was practically eight hours in that course.

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Permanently all the recordings that you've gotten in the past will remain there on go to webinar server. So they'll you'll have access to those, but then there'll be that a person variation that's always available. So you can see what it used to be and how it got to where it is.

That's a lot of training. Are you going to go into some of the subtleties of, your sales proficiency, how how I dig a lot more into psychology and truly, even some neurology.

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Really safeguard whatever. You've worked so hard for, since that's what I find myself.

Because as I've done this long enough, I recognize like it's just something that no one else, individuals don't appear to be discovering that somewhere else. So I'm going to provide you guidance and, ultimately it'll be you and your attorney or your Certified Public Accountant that picks a structure for you, and after that.

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That's some of the stuff that's being included in and best I can figure in my describes. And it's probably should take you 3 to 6 months to really implement if you hit it hard.

That does not matter if you pass the information part and you get your accreditation, then you can dig into the company structure and all the other stuff. [00:21:34] [00:21:34] Sounds excellent. I'm thank you for having our backs with that. Not a lot of people consider that night. I absolutely am delighted about that.

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As well as the, ymy question is if you're. If you're doing other things other than simply the probate, and your CRM. Do you have any CRMs you suggest. Whether that's flexibility, soft, real flow or REI Blackbook that, if somebody desired to have a larger, more robust CRM and scale their business, any suggestions, [00:22:10] a really difficult concern to I'll address.

That's too much that's I understood you have to be like a developer nearly. And if you believe that's no, you don't. If you're actually, and tech savvy, it seems to me like you have to know a lot about different things or invest a lot of money simply to hand it over to somebody to build that.

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My next concern is what is your budget? It in my answer is just like anything in property, it's all a return on investment. if I'm going to invest five or $10,000 on marketing, but I'm going to get a huge ROI, we'll discover the cash to make that occur.

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There's Podio is most likely the fastest due to the fact that someone else has currently done the work. You just require to find the variation that best fits your method.

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The cost scale, sort of like the Mail, Chimp cost design. I would encourage you to pick up the phone and talk to those guys. try to find individuals in your, in the other markets that you're working in or the other strategies you're using. look for Podio plugins that I have actually already, somebody else has already paid to build and perfect.

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