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:

• 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 [email protected] www.dmhometransitions.com

Keith Sharick 614-390-9317 [email protected] https://www.herrealtors.com/keithsharick

Parker Salata 330-224-5147 [email protected] 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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