meta_pixel
Tapesearch Logo
Log in
The Best Ever CRE Show

JF2752: Why The Wrong CRE Insurance Could Lose You Deals ft. Danielle Lombardo

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7996 Ratings

🗓️ 16 March 2022

⏱️ 22 minutes

🧾️ Download transcript

Summary

Do you find insurance and risk management hard to navigate? In this episode, Danielle Lombardo, Senior Vice President at Lockton, offers her expertise on selecting good insurance brokers and what common mistakes she sees investors make when choosing insurance plans. Danielle Lombardo | Real Estate Background Chair of Global Real Estate Practice within Lockton Companies, a global insurance broker and risk management consultant. She’s an insurance broker and consultant for a variety of types of CRE firms. Within her specific team, they are focused on providing these services to real estate firms (owners, operators, developers, REITs, etc.) operating in all asset classes. Based in: NYC, NY Say hi to her at: LinkedIn Best Ever Book: Twelve Hours' Sleep by Twelve Weeks Old by Suzy Giodarno Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Did you know that within a decade women will hold $30 trillion in investable assets?

0:05.3

Yet somehow only 19% of women reported feeling confident in selecting investments that align

0:11.0

with their long-term goals. Our friends at Invest Her are out to change. that and it's happening June 2nd through the 4th in Austin, Texas.

0:23.0

InvestHERCON is not just another real estate conference.

0:27.0

It's a transformational experience focused on real estate investing,

0:31.0

business strategies, and self-care tactics, all designed to help women take

0:35.5

control of their financial futures. Gain the knowledge and skills you need to grow

0:40.0

your portfolio and build a sustainable business all while connecting with over 500 women who are playing at the same level.

0:48.0

To learn more and to get your tickets, visit InvestHERCON.com today and use the code 100 best ever to get $100 off your ticket.

0:57.0

That's Invest Her, H-E-R-K-D-K-G-K-G-K-K-K-K-K-K-K-K-K-Kom, promo code 100 best ever to get $100 off your ticket.

1:05.0

Deals and money.

1:06.0

We are constantly seeking deals and money as real estate investors

1:11.0

and I bet you're having a challenge right now especially with

1:15.2

deals if you're like most real estate investors because it's not to find deals right

1:19.5

now but here's the thing there's a competitive advantage out there that when implemented it will help you

1:25.2

accomplish your objective of getting more deals and or getting more investors.

1:29.6

And that is having a great follow-up system. Having a great follow-up is one of the keys to success in real estate and follow-up is the leading

1:37.6

CRM for real estate. This is the system you need in place so you can reach out to owners and brokers directly for

1:45.0

deals or you can follow up with your investors and you do it all in one spot.

1:49.2

The CRM makes it 10 times faster to call and text owners, then integrates those into a software so nothing

1:55.6

slips through the cracks.

1:57.1

The follow-up boss conversion system and powerful management tools help align your methods

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Best Ever CRE, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Best Ever CRE and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.