“And they almost broke down crying. They were like, “We watched your videos, we’re so grateful that we were able to re-title his [dad’s] assets, and named beneficiaries on his life insurance — because of the videos we found of yours on YouTube.“
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Full video transcript
His dad was dying here. He was at home in hospice and they were looking for ways to avoid probate court. So they found they found me on YouTube.
And so the son and his wife would watch all my videos, and educational content on YouTube. When his dad died they called me and they asked me to do a probate review. I went through all their assets and ascertained that there were no probate assets. Everything was good.
And like they almost broke down crying. They were like, “Because we watched your videos, we’re so grateful that we were able to re-title his assets, and named beneficiaries on his life insurance. Because of the videos we found that we watched of yours on YouTube.”
It was Matt and Mary. I’d have meetings with them right here in the room virtually on my laptop, and they were so grateful. They said “We need to get my mom to your educational workshop.” Because they worked, they watched the workshop on Facebook a couple of times.
And their mom is now a widow. She lives in the area. Their mom came to a workshop by herself after her husband passed, and she became a client.