How to Proactively Mitigate Conflict When Estate Planning With Kat Newport

The Agent of Wealth

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6M ago 23:47

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Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat Newport, ACC, CCP. Newport is the author of Smart Conflict, Turning Disputes into Growth Opportunities and Founder of Oculus Coaching Inc. With a fervent commitment to using conflict as a catalyst for growth and innovation, Kat empowers individuals and organizations to thrive.

Tune in to learn how to proactively mitigate conflict through effective communication and planning!

In this episode, you will learn:

The common sources of conflicts during the estate planning process.
How mediation and conflict coaching can be used as tools to solve estate planning conflicts.
Common misconceptions about estate planning.
How to prevent estate challenges and facilitate a smooth transition.
And more!

Resources:
Episode Transcript & Blog | Smart Conflict, Turning Disputes into Growth Opportunities | smartconflictbook.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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