1031/DST/721 Conversation Map
Where 1031/DST/721 conversations break.
The client is selling real estate. The advisor gets pulled into tax, exchange, product, and timing questions. The conversation breaks when no one knows what to say next.
Sponsor side
Does advisor attention have a clear next step?
Use this side to see whether advisors have the follow-up language they need after the first touch.
After advisor attention
Advisor attention
Follow-up language
Next conversation
Advisor usage
Advisor side
Is your team prepared before a client property sale moves the conversation?
Use this side to see whether the advisor knows what to say before outside voices take over.
Before the money moves
Client property sale
Advisor question
Process map
Coordination
Relationship stays central
Request a copy
Request the Conversation Map.
Tell us whether you are a sponsor or an advisor team and we will send the map that fits.
This map is conversation-support material only. It is not legal, tax, investment, suitability, custody, liquidity, diligence, securities, or product advice.