Building Your Referral Team: Determine the Givers vs Takers

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In this weekly group coaching episode, real estate agents and investors dive into wild stories and proof of the importance of B2B relationships.

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00:00 Introductions
03:46 How a hidden basement man-cave refines CPE’s business skills
14:48 How self-created wills can complicate the entire probate process
17:45 Proof of reciprocity in building Attorney relationships
21:51 Attorney Probate Q&A event for families brings major success for CPE
24:20 Approaching Attorneys to give, not take and how that impacts the relationship
27:27 Closing the buyer/seller gap
32:15 Using psychology tactics by sharing the options, not telling the clients
34:17 How to your current relationships to build B2B relationships and determine givers from takers
41:44 The importance of updating beneficiaries


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