Business has a personal side, especially if it is privately held or family-owned. In line with that we have today's topic - Estate Transition. We have a panel of experts who represent 3 important professions and who work as a team to help insure your life's transitions lead to your desired goals. They work with clients to get through the personal challenges along with those associated with possessions, real estate, and financial planning.
Our experts comprise:
There is a lot of good information in this podcast so a time stamp chart of the various topics is provided below.
TIME STAMP
| TIME STAMP | TOPIC |
| 1m 0s | Introduction |
| 3m 56s | How we came together & created Lunch N Learns |
| 5m 20s | Adding value to our lunch and learns |
| 7m 17s | Addressing client's struggles with anxiety and "not knowing" |
| 8m 48s | Being proactive with your transition to eliminate the fear |
| 13m 8s | Services vary with the client's stage in life |
| 13m 59s | Listening to people and guiding them to the right person |
| 16m 15s | Downsizing in order to transition |
| 17m 0s | Excitement and relief from clearing out your space |
| 22m 12s | The importance of direct, detailed questions |
| 24m 10s | Identify fears and address them |
| 31m 11s | The personal approach over the transactional approach |
| 33m 13s | It's their life and memories - client's need for time |
| 36m 22s | Senior approach vs Millennial approach |
| 38m 37s | We put ourselves in the client's shoes to understand better |
| 40m 37s | Contact information |
You can reach today's panelists at:
Dawn Lehman 614-800-8156 dmhometransitions@gmail.com www.dmhometransitions.com
Keith Sharick 614-390-9317 Keith.Sharick@HERRealtors.com https://www.herrealtors.com/keithsharick
Parker Salata 330-224-5147 parker.salata@foresters.com www.forestersfinancial.com
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