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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 living space/possessions, real estate, and financial planning.
Our experts comprise:
- Dawn Lehman of DM Home Transitions LLC
- Keith Sharick of HER Realtors
- Parker Salata of Foresters Financial
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
This show was brought to you by our two sponsors:
- My free e-book MINDSET – 5 SIMPLE WAYS TO LOOK AT COMPLEX PROBLEMS and learn how to find a simple vantage point from which you can resolve challenges.
- “8 Steps From Chaos To Clarity and Calm: CEO Advanced Training” a course for business owners dealing with unforeseen problems that have surfaced as a result of success. For more information go to https://www.ctrchg.com/ceo-advanced-training/
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