How to prospect lawyers and build impactful referral relationships in the estate planning space: Ask The Expert with Attorney Sylvana Rosende

How to prospect lawyers and build impactful referral relationships in the estate planning space: Ask The Expert with Attorney Sylvana Rosende

Sylvana Rosende, Miami probate and estate planning attorney, guests this probate Ask The Expert episode to share how putting people first allowed her to build a referral-based business, start her own law firm, and align with real estate professionals to deliver more impactful results for clients.

Watch on YouTube: https://youtu.be/kOa87jAYRNs


Episode Segments:
0:00 Finding a professional niche and pursuing a career you love
3:13 The power of being passionate about your niche: Winning referral-based business
7:01 What are the best and worst ways real estate professionals can pitch attorneys?
8:22 Why comarketing with attorneys is a win for you and for shared clients.
8:47 SCRIPT: How to pitch co-marketing to probate attorneys/estate planning attorneys
10:56 SCRIPT: How to become an estate planning referral yourself
11:26 SCRIPT: Sample marketing copy/prospecting script for estate planning referral campaign
11:56 SCRIPT: Quick script for approaching attorneys with estate planning referrals
14:38 SCRIPT: How to invite a probate attorney to cohost a Facebook community and educational content
16:08 How a real estate investor really impressed me with his probate service
19:10 How NOT to ask attorneys for real estate referrals
20:04 Is it worth it to send emails and direct mail to probate attorneys?
24:56 Should you bring cookies, gifts to introduce yourself to B2B prospects?
26:30 What impact do you want to make as a probate attorney?

Learn more at www.probatemastery.com