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/   Your feedback is important. Choose from the following options: place a review in iTunes, click on “leave a comment” below, send any comments along with your name and the show number to [email protected] or call us at 614-388-8917 and leave a message including your name, the podcast number and podcast title.   Listen to future episodes for our reply.

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