Course curriculum

    1. Intro to Probate Pathway

    1. Marketing and the Unique Selling Proposition

    2. Be the Client's "Sherpa Guide"

    3. Setting Client Expectations is the KEY

    4. Tactical Next Steps

    5. Resources & Pathway Logo

    1. Marketing, Intake and Sales

    2. Stages 1-5

    3. Stage 6

    4. Stages 7-11

    5. Action Steps & Ending

    6. Resources

    1. Stage 1 Overview

    2. Pathway Booklet Package, Communication Protocol & Maximizing Communication Efficiency

    3. Training Video

    4. Procedures & Other Resources

    1. Searches: Decedent/Heir/Beneficiaries

    1. Bond Services of California

About this course

  • $595.00
  • 60 lessons
  • 3.5 hours of video content

Discover your potential, starting today

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