13. Helping Clients Overcome Estate Planning Paralysis w/ Justin Miller
No Unfinished Business Podcast
Release Date: 11/21/2022
33. Why You Need a Trademark w/ Jim Hart
No Unfinished Business Podcast
In this episode of the No Unfinished Business Podcast, we delve into the often-overlooked but vital topic of Intellectual Property (IP) for businesses and entrepreneurs. We're joined by Jim Hart, a seasoned trademark attorney, who breaks down the complexities of IP into digestible nuggets of wisdom. 🔑 Key Topics Covered: The Four Types of Intellectual Property: We kick off by outlining the four main types of intellectual property—patents, trade secrets, trademarks, and copyrights. Perfect for anyone new to the topic or those who need a quick refresher. Common Missteps in IP: Jim discusses...
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32. Alternative Real Estate Investments: Mortgage Notes w/ Dan Deppen
No Unfinished Business Podcast
John Strohmeyer sits down with mortgage investment expert, Dan Deppen of Fusion Notes, to dive deep into the niche world of mortgage note investing. With rising interests in alternative investments, mortgage note investing offers an avenue that not many have ventured into. In this episode, we uncover the ins and outs of this fascinating domain. Episode Highlights: Introduction: Dan Deppen explains the basics of mortgage note investing Understanding Mortgage Note Investing: From buying someone else’s mortgage to functioning as a bank, Dan explains the dynamics of this alternate real estate...
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31. Aging in Place with Companion Care w/ Mikey Newton
No Unfinished Business Podcast
In this episode of the No Unfinished Business Podcast, we dive deep into the challenges faced by the Sandwich Generation—individuals caught between caring for their aging parents and their own children. Our guest, Mikey Newton of Maxim at Home, sheds light on the role of non-medical companions in ensuring older adults age gracefully in their own homes. Listen in as we discuss the early warning signs that indicate it's time to consider help for aging parents, how companionship plays a critical role in their quality of life, and how technology is making the process of finding the right...
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30. Maximizing The Benefits of Premarital Agreements w/ Kathryn Pruitt
No Unfinished Business Podcast
In this insightful episode, we dive deep into the intricate and sometimes misunderstood world of premarital agreements with family law attorney, Kathryn Pruitt. With 30 years of experience, 19 of which focused on family law, Kathryn sheds light on an array of prenup issues. The Necessity of Prenups: Discover why any individual with assets should consider a premarital agreement and how it doesn't always have to mean a complete separation of assets. Community Assets and What It Means for Married Couples: We tackle the misconceptions around community assets and learn how and when they are...
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Bonus: John Talks Corporate Transparency Act on Small Business Tax Savings Podcast w/ Mike Jesowshek
No Unfinished Business Podcast
John recently joined Mike Jesowshek on his Small Business Tax Savings Podcast to talk about the looming changes that businesses will face under the Corporate Transparency Act. Corporate transparency is coming. It is a huge issue, and everyone needs to be ready for it. So if it sounds like we're spending a lot of time talking about it, well, it's because we are. We want to ensure everybody has heard about this because this is going to be a big deal for everyone involved with or having any ownership stake in a business. It's basically "know your customer" regulations that banks have...
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29. Finding and Securing an Estate's Assets w/ Leah Del Percio
No Unfinished Business Podcast
As an estate planning and probate attorney, I know the challenges that come with finding and securing assets for a loved one's estate. This week, we sit down with Leah Del Percio, the founder of Trustate, to discuss the ways advisors can make their clients' assets easier to find and manage for their families. We dive into the complexities that arise when individuals pass away, leaving behind an array of assets and liabilities that often fall to their loved ones to organize. With the increasing digitization of our world, the task is only getting more difficult. Leah outlines the mission...
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28. Leveraging Your Home Equity w/ Jen Hernandez
No Unfinished Business Podcast
Have you or your client accrued equity in your home? How can homeowners get the most out of that equity and use it in a way that suits their own unique situation? Join us in this enlightening episode as we sit down with expert mortgage lender, Jen Hernandez. Amidst skyrocketing house prices and growing home equity, we delve into the different strategies homeowners can employ to make the most of their newfound wealth. Jen sheds light on creative financial solutions, including cash-out refinances and investment opportunities that could potentially lower monthly payments, pay off IRS tax liens,...
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27. The Art of Business Valuation w/ Amber Widener
No Unfinished Business Podcast
In this episode of No Unfinished Business, we delve into the finer points of business valuation. Our guest, Amber Widener, a seasoned business appraiser, shares her deep insights on why and when to consider a business valuation, how they can impact business decisions, and why it's essential to hire the right professional. She explains why having an outside appraiser provides a credible number that can help business owners with forward planning, especially in scenarios such as buy-sell agreements, succession and estate planning, or during a potential sale of the business. Amber also discusses...
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26. Avoiding Disability Claim Denials w/ Marc Whitehead
No Unfinished Business Podcast
This week on the No Unfinished Business Podcast, we delve into the intricacies of disability insurance denials and how professional advisors can guide their clients towards making informed decisions. We welcome Marc Whitehead, an experienced attorney with a robust practice dedicated to handling disability denials. Marc takes us through the labyrinth of disability insurance, explaining the three types of long-term insurance everyone should consider – long-term disability insurance, individual disability insurance, and long-term care insurance. He sheds light on the crucial...
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25. Estate Planning & Transitioning for Pets w/ Shelby Roquemore
No Unfinished Business Podcast
How can you plan for your pets after you're gone, and what happens if you don't? In this episode, we sit down with Shelby Roquemore, a passionate animal welfare advocate with Houston's Rescued Pets Movement, to discuss the importance of estate planning and transition planning for pet owners. We start by shedding some light on what happens to pets that get left behind. There is a prevalent animal overpopulation problem in Houston and Shelby explains the process that stray and confiscated animals go through before finding a safe haven. We explore the role of rescue organizations and the...
info_outlineClients often become their own roadblock to success. Professional advisors and attorneys often have trouble getting clients to do things like finalize their documents, make tough decisions, update old documents, or just set their beneficiary designations. If this sounds familiar, we've got tips for you.
Our guest this week is Justin Miller, attorney, professor, and Partner and National Director of Wealth Planning at Evercore Wealth Management. Justin joins us to drop a slew of tactics and strategies for motivating your clients to get out of their own way and get their planning done.
You want a client that WANTS the solutions you're creating for them, and Justin has a fantastic three-step process for making that a reality, with real-life examples throughout. You should:
1) Investigate - How do we find out what the client needs and how do we turn that need into a want?
Ask specific questions to prompt the client into wanting the solution, and use open-ended questions.
2) Communicate - How do we communicate our solutions?
You should try to use stories to elicit an emotional response and employ visuals to simplify complicated points.
3) Motivate - Death isn't a good motivator, unless they've had it near them recently. Talk about incapacity instead, and show the real cost of procrastination.
This is a masterclass in motivating your clients and helping them achieve success and work to get themselves to the finish line they really want and need.
Find Justin at http://evercorewealthandtrust.com/, on Twitter at https://twitter.com/justinmilleresq, or on LinkedIn at https://www.linkedin.com/in/justinmilleresq.
We hope you'll join us each week, so hit that follow button, and if you have any questions, feedback, or ideas for topics, please reach out via social or email. We'd love to hear from you.
Contact John at [email protected] or via social. Visit https://www.strohmeyerlaw.com/houston-professional-advisors for more info about how John works with advisors like you.