Become a Paid Subscriber: https://anchor.fm/theproactiveagent/subscribe Honest and experienced advice on being a real estate agent. Helping you be a proactive and productive agent. Pure real estate agent advice, totally unscripted. No BS added. If you agree that real estate agents get preyed upon by phony gurus selling the magic pill of success, only to sell you sh%t you can get off Google, then this podcast is for you. Build your own business not theirs. Cover art photo provided by rawpixel ...
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Have a senior in transition? Let The Probate Podcast help! More than just for probate, this practical podcast is a go-to guide to help families navigate a senior's later-life transition. Sherri Lund, a Senior Placement Agent, and Senior Transition Specialist wants to help you go through this season with less stress and come out better on the other side. Every Thursday, Sherri interviews industry experts who share strategies and insider tips so listeners can make informed decisions. Topics ra ...
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Agent Monday is an exclusive content marketing club for real estate professionals. We give you helpful, educational info to share with your audience and teach you how to use it to grow your business.Find out more at: https://agentmonday.com Hosted on Acast. See acast.com/privacy for more information.
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As one of the top five agents with Windermere Homes & Estates, Sean Zanganeh prides himself on working closely with his clients in order to achieve their real estate goals. Sean uses proactive and innovative techniques to help you find your dream home. This podcast is just one way we work to help you make educated real estate decisions.
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An Inside Look At Moving A Declining Parent into Memory Care | Special Guest Beth Crocker
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Join Beth Crocker, retired high school theater teacher and avid crafter, as she shares her personal journey of moving her declining parent into a memory care facility. Beth opens up about the challenges, decisions, and strategies her family used to provide the best care for her loved one. You’ll hear tips and heartfelt stories that shed light on th…
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Proactive Estate Planning: Steps to Take Through Aging and Mental Decline
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In this episode, Sherri interviews Adam Hundley from Your Legacy Legal Care, who has a wealth of estate planning knowledge in the context of aging and dementia diagnoses. Adam and Sherri share insights from their real-world experience on the difference proactive estate planning can make. Then, they share tips on how you can make it happen. From the…
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What’s Memory Care Like? Senior Care Insights from Mike Houston at Proveer
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Join Mike Houston, Director of Sales and Marketing at Proveer Memory Care, as he shares over 20 years of experience in the healthcare industry, specializing in memory care, home health, and hospice. He discusses how aging and home health care are evolving in 2024 and the amenities and personalized care offered by Proveer Memory Care. You’ll learn t…
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How Blended Families Can Avoid Conflict with Inheritance: Estate Planning Tips
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In this episode, estate law attorney Kyle Robbins shares invaluable insights into estate planning and probate, with a focus on blended families. Kyle offers practical tips and strategies to protect your family's future, avoiding problems like accidental disinheriting and property issues. With real-life examples and expert advice, this episode will …
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Rising to the Challenge: Leadership in Probate and Inheritance with Leadership Coach Jim Herrington
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In this episode, Jim Herrington explores the role of leadership in navigating the probate process and managing family dynamics during times of transition and stress. Drawing from his extensive experience in coaching and organizational consulting, Jim shares valuable insights on personal development, communication strategies, and the principles of f…
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The Who, What, When, and How of Leaving Your Legacy: Estate Planning Tips
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In episode 30, we're chatting with Probate and Guardianship attorney, John Henry III. He breaks down the wills vs. trusts debate to explain how sometimes wills are the right choice and how wills and trusts can work together. Plus, he shares underrated reasons for avoiding probate, like keeping your business out of everyone's business and making sur…
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Free Help With Probate Tasks: How Executorium is Helping Estate Executors Nationwide
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In Episode 29, George Compton, founder of Executorium.com, shares insights into the challenges faced by executors during the probate process. Executorium provides a comprehensive online platform offering directories of service providers, government resources, and articles to support you whether you're doing probate yourself or just need additional …
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Shaking The Taboo and Embracing Hospice: Expert Insights from Social Worker Tiffany Carroll
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In our 28th episode of The Probate Podcast, I chat with Tiffany Carroll, a hospice social worker who spills the beans on what hospice is really about. We bust myths about it being a death sentence, explaining how it can actually help people live better. Tiffany shares nuggets on why families sometimes struggle to embrace hospice, the vital role of …
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When a Will Is Enough: The Trust vs. Will Debate And When Which Is Easier
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In our 27th episode, Estate Planning Attorney Nick Dupre dives into the nitty-gritty of wills, trusts, and probate, making complex legal stuff sound like a breeze. We debunk myths, like whether you really need an attorney for probate in Texas, and Nick spills golden tips on choosing the right executor and making probate a walk in the park. If you'r…
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Everything You Need to Know About Senior Moves: Downsizing + Planning Tips for Parents and Family
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In Episode 26, Elizabeth Strauss, a seasoned professional organizer and senior downsizing specialist, shares invaluable insights into the process of senior downsizing and transitioning to a new living arrangement. The conversation covers crucial considerations for families, the significance of safety, and the transformative benefits of moving to se…
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Tips For When An Elderly Loved Ones Health Declines: Elder Law Insights
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In Episode 25, Kim Hegland discusses the critical need for elder law planning, emphasizing the pitfalls of will-based planning, particularly in second marriages with his and her children. Kim shares insights into Medicaid's five-year look-back period, the importance of trust planning, and the differences between Lady Bird deeds and transfer on deat…
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Help Is Out There, and You Should Know About It: Senior Transitions, End of Life, and Loss | The Probate Podcast 2024
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Most people don’t know what help is out there in life’s toughest moments. Sherri met “Paul”, a young man on the brink of foreclosure, and discovered a deeply moving story involving inheritance, mental disability, and the challenges that follow the loss of a family member. This encounter ignited Sherri's commitment to assisting individuals during di…
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Only 1200 real estate professionals are Certified Probate Experts. Here are 5 reasons to know one:
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In this episode, you'll learn 5 reasons why Certified Probate Experts are the most underrated class of real estate professionals. This is part 2 of a two-part special episode with Melanie Hands. Catch Part 1 on: Podcast - https://www.buzzsprout.com/2201637/13972661 YouTube: https://www.youtube.com/watch?v=H03DQNZr3EQ Watch Part 2 on YouTube: https:…
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Caregiving 101 - Everything You Need to Know About Being A Caregiver
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In episode 22 of the Probate Podcast, we are joined by the amazing Melanie Hands. Melanie is a Registered Nurse, Certified Probate Expert, and real estate agent who founded a probate concierge service called The Probate Nurse. This episode is one part of her 2-part special and will focus on professional tips for caregivers that include grief manage…
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Veteran Healthcare Options: Tips for Veterans with Medicare Coverage and VA Benefits
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Learn how to maximize your veteran healthcare plan, avoid duplicative spending, and avoid the common mistakes Medicare coverage. For probate help in Houston, Texas and to connect with Sherri Lund, visit https://WillowWoodSolutions.com Join Sherri's Probate Group: (You Don't Have To Be from Houston! https://www.facebook.com/groups/houstonprobatesupp…
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Getting Through Probate Without Family Disputes: Tips From A Probate Litigation Attorney
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Learn how to have comfortable inheritance conversations, reduce the risk of probate litigation, and prevent disputes over inherited property. For probate help in Houston, Texas and to connect with Sherri Lund, visit https://WillowWoodSolutions.com Join Sherri's Probate Group: (You Don't Have To Be from Houston! https://www.facebook.com/groups/houst…
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Real Estate Tips That Will Protect Your Equity: Valuations, Repairs, and Advice on “Rightsizing.”
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Learn how to preserving your home's equity in probate as we dive into property valuation, downsizing, and more with Houston real estate expert Erica Sprague. Need help with real estate or probate? Contact Sherri Lund at WillWoodSolutions.com Join Sherri's Facebook Community for Q&A: https://www.facebook.com/groups/houstonprobatesupport/ Join us in …
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Hospice tips for family members and caregivers | Surprising benefits + services at Devotion Hospice
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Join us in Episode 18 as we break down the myths of hospice care and share expert tips for family members and caregivers navigating end-of-life care. Contact Sherri for all your Probate + Real Estate Needs in Conroe, Texas: WillowWoodSolutions.com EPISODE SUMMARY: Sherri Lund (WillowWoodSolutions.com) sits down with Shawn Stevens and Tiler Fletcher…
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Handling Probate Admin Tasks: Benefits of Working With an Estate Close-Out Specialist
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Is a probate close-out concierge service worth it? What will it handle and how much does it cost? Join us in Episode 17 as Matt Van Drimmelen, founder at Full Circle Aftercare, describes why he created his done-for-you probate service to handle administrative phone calls the closing of decedents’ accounts. Watch on YouTube: https://youtu.be/L7X6jvL…
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How to Approach Special Needs Estate Planning Through Wills, Trusts, and Guardianships
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Join us in Episode 16 of the Probate Podcast as estate planning attorney Carly Maderer shares her expertise on special needs trusts, guardianship designations, and ensuring inheritance doesn’t disqualify a beneficiary from benefits like SSDI and SSI. Watch on YouTube: https://youtu.be/qoTI8xp5At0 What You'll Learn: -The resources and community supp…
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How to compete with agents who over-promise and under-deliver
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One of our members recently asked: How do we overcome agents who use inflated appraisals, discount commission rates and 'free' marketing plans to win business? In other words, how do we overcome competitors who over-promise and under-deliver? In this episode, I'll share my strategic thoughts on winning listings against this sort of competition, alo…
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Help Texts: The simple, affordable way to give and receive expert grief support
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Join us in Episode 15 as we talk about Help Texts, a service that offers expert grief support in a way that’s easy to give and receive. It is a great BetterHelp alternative and an unintrusive gift for a friend dealing with loss. To save, use our Help Texts promo code ProbatePodcast or visit HelpTexts.com/ProbatePodcast Watch on YouTube: https://www…
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Senior Living Options and Expert Tips for The Assisted Living Search Process
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Join us in Episode 14 as expert Senior Housing Guide Cassy Eriksson walks us through exactly how a seamless senior living transition works. You’ll learn: Why you don’t want a huge list of assisted-living options The surprising thing to know about sudden cognitive decline and UTIs How fast can someone be placed in an assisted living facility after a…
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Tips for End-Of-Life Planning: Elder Law and Estate Planning with Laura Bromlow
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Join us in Episode 13 as we lay out a roadmap for essential estate planning strategies for end-of-life decisions. From revocable trusts to guardianship nomination, Elder Law Attorney Laura Bromlow provides invaluable insights into creating a plan, caring for special needs relatives, and navigating complex family dynamics. In this episode, you'll le…
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How to turn online browsers into potential sellers
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You can create more listing leads by offering a client-friendly online experience. That means, giving customers more of what they want (info) without making them search for it. Use the tips in this episode to turn your online property listings into lead-generation machines to grow your business. For a written version of this guide, along with tips …
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The Estate Sale Strategy for Marketing and Selling Probate Property | Probate Real Estate Tips
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Join us in Episode 12 as we dive into the world of estate sales with the incredible Penny Parker. Wondering if it's worth the effort? Curious about when to have an estate sale? Get ready to uncover the answers to these questions and more in this insightful episode. Explore Probate Help on Sherri's Website: WillowWoodSolutions.com WATCH ON YOUTUBE: …
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Fast Tracking Inheritance: How A Probate Cash Advance Can Make a Difference
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Are you facing financial uncertainty while waiting for probate to settle? Most people don’t know there’s a solution when you need quick cash while an estate goes through probate. Join us in this episode as we cover everything you need to know about probate cash and inheritance advances with expert insights from Marc Harris, CEO of Probate Cash. We …
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Win more listings by understanding these 4 personality types
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Is your client a 'driver' who is in a rush to make a decision? Then you better cut to the chase and get on their level quickly. Answering questions promptly and informatively. On the other hand, if your client is an 'amiable' personality type then you will need to spend time building serious rapport before you start discussing commission rates and …
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Everything You Need to Know About Selling An Inherited House Alone or With An Agent (PART 2)
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This is episode 1 of a 2 part Estate Executor Guide. Catch part 1 here: https://www.buzzsprout.com/2201637/13362099-make-probate-easy-tips-for-estate-executors-hiring-out-tasks-the-probate-podcast-part-1 In Part 2 of our guide for estate executors, Reine Kassulker returns to uncover everything you need to know about selling a probate house, whether…
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How to get better at listing presentations
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In this episode, I share my top tips for improving your appraisal-to-list ratio. Listing presentations are a part of your business you can improve. And quickly, too! Small changes can make a massive difference to your results. Simply asking the right question at the right time could help you grow your real estate business dramatically in the months…
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Make Probate Easy: Tips for Estate Executors & Hiring Out Tasks | The Probate Podcast (PART 1)
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This is episode 1 of a 2 part Estate Executor Guide. Join us in this two-part series as we dive into the Executor's role in probate with Reine Kassulker, a licensed Minnesota Real Estate Agent specializing in helping families navigate difficult probate cases with less stress. In Part 1, Reine shares valuable insights on the essential duties of an e…
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The key to unlocking a real estate business with consistent commission income is to build a machine that produces a steady stream of listing opportunities. That machine is your database combined with a regular communication strategy. For links and further info, check out the companion guide on our website: https://www.agentmonday.com/how-to-reconne…
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Probate Prevention 101: Simple, Easy, and Free Tips to Transfer Assets & Designate Beneficiaries
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Discover straightforward methods to steer clear of probate and learn about common trust mistakes to safeguard your assets and ensure a smooth estate transfer. Join host Sherri Lund in a comprehensive episode with guest Teresa DeFord, an esteemed attorney specializing in family law, estate planning, and probate. Discover simple and effective ways to…
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How to grow your real estate business: Be proactive, not reactive
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A reactive real estate business lacks intention, and that leads to inconsistent sales (if any), irregular income patterns, and often, more challenging clients. It's time to flip the script and be proactive, rather than reactive. In this episode, I'll teach you how to focus on dollar-productive activity to increase your income and take back control …
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Why Are So Many Veterans Not Receiving Benefits? How to Find Veteran Support & Resources in Texas
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In this episode, host Sherri Lund sits down with Shirley Uriostegui, a Navy veteran and the Regional Veteran Services Liaison-Program Coordinator at Tri-County Behavioral Healthcare. They dive into the experiences of women in the Navy, the availability of veterans' benefits and resources in Texas, the Military Veteran Peer Network, and the role of …
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Today's Financial Plan, Tomorrow's Wealth Transfer: Integrated Estate Planning | The Probate Podcast
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In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Matt Meredith, a seasoned expert in the financial planning and estate transfer space. Matt shares key insights into whether your financial advisor can handle your estate plan, the benefits of hybrid estate and financial planning, and some underrated tips for making sure y…
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Expert Tips for Hoarding & Inherited Property Cleanout: How to Help & Ask for Help
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In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Melissa Hamilton, a Certified Professional Organizer and the owner of Valhalla Organizing. Explore the transformative power of organizing and its impact on your life during the probate season or when downsizing. Melissa shares her expertise on managing clutter, addressing…
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Estate Planning Secrets: Real Stories & Lessons for Avoiding Unexpected Heirs & Income Loss
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In this episode, attorney Stephen Green sheds light on the implications of intestacy law and the potential pitfalls of passing away without a will (Like, 22 unexpected heirs showing up!). Through compelling real-life stories and practical insights, Stephen and Sherri dispel key myths about estate planning, inheritance, and preserving your legacy. E…
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How to Choose The Best Medicare Plan: Insider Tips and Real-Life Lessons with Michelle Mitchell
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In this episode, Michelle Mitchell, founder of Right Track Financial, shares valuable insights on how Medicare intersects with retirement planning and social security benefits. Through real stories and practical examples, Michelle guides listeners on the essential steps towards successful Medicare set-up. She offers expert advice finding the best M…
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Navigating Wills & Inheritance: Top Tips To Avoid Probate Pitfalls with Estate Planning Attorney Emily Taylor
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In this episode of The Probate Podcast, we're sitting down with Estate Planning Attorney Emily Taylor to make sense of the complex world of probate, estate planning, and inheritance. From understanding the impact of pre-nups and post-nups on wills to navigating probate in blended family situations, Emily's got you covered. Wondering who gets the ho…
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Building the Probate Toolbox: A Candid Chat with Sherri Lund & Jen Gaudet
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Join us for the debut episode of The Probate Podcast as we put the host in the hotseat! Sherri Lund, your Trusted Probate Resource and founder of Willow Wood Solutions, is interviewed by entrepreneur powerhouse, Jen Gaudet. Discover Sherri's journey through the world of probate, estate planning, and senior transition real estate in Houston, Texas. …
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The Probate Podcast Episode Zero - The tips, resources & lessons to expect from Sherri Lund and Guest Hosts
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Welcome to the first episode of the Probate Podcast - Be sure to subscribe to catch new episodes published every Thursday. ABOUT THE SHOW: The Probate Podcast, hosted by Sherri Lund, takes you on an informative journey through the complexities of probate, estate planning, and senior transition real estate in Houston and the surrounding Texas region…
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The only silver bullet in real estate sales
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If you want to grow your income and/or free up your time, leverage everything you do to achieve maximum benefit. Specifically, leverage your past success, your time, and your marketing. To access templates, scripts and articles mentioned in this episode, along with a written version of this guide, visit the Agent Monday website: https://www.agentmo…
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Happy clients at a disappointing sale price
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In this episode, I give you specific strategies and a whole heap of scripts to maximise your chances of creating a positive client experience, even when the sale price ends up being less than what the owners originally wanted. Coach owners through your appraisal - "If your price is out there, this marketing approach will find it." Prepare owners fo…
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How to increase sales and free up your time (Step 1)
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If you want to increase sales and/or free up more of your time, start by understanding which of your prospecting activities are producing the best results. Armed with this key information, you can decide where to focus your future efforts to procure as many listings as possible with the limited prospecting time you have available each week. In othe…
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How to get your first sale in real estate
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Want to get that all-important first sale under your belt? I'll take you through the mindset, key values and specific marketing activities that will get you over the hump, and help launch your successful real estate career. For more tips like this along with a full content library for your email and printed newsletters, visit https://agentmonday.co…
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Burnout part 2. Manage stress levels, make proactive changes and get to a better place.
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This is part 2 of our podcast series on burnout and managing stress in general. To listen to part 1, see episode 21 of this podcast, or visit this link: https://www.agentmonday.com/how-to-manage-stress-and-burnout-in-your-real-estate-career/ In part 2, we dive into how to stop the rot and avoid making things worse. Then, we jump into proactive step…
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One of the biggest real estate career killers is the blame game trap. When the going gets tough, it's easy to blame your office, your manager, the market, your vendors, and your spouse. You name it, it's easy to find a scapegoat for your troubles. And it's addictive too! The blame game can cause us to withdraw at a time when what we really need to …
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How to manage stress and burnout in your real estate career
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If you are feeling stressed, irritable, depressed, overwhelmed, or just a distinct lack of motivation, this episode is for you. Experiencing burnout is natural, extremely common and comes with the territory of working in real estate. In this podcast, I share simple coping mechanisms you can use to help survive periods of high stress. --------- The …
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What makes a good real estate farming area?
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Choosing the right location for your real estate farming area can make or break your business. In this episode, you'll learn how to choose an area that will maximise your sales, what kind of marketing pieces to drop and how often to deliver them. --------- The best way to build a real estate business with a consistent, steady flow of income is to d…
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