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063 | How do You Pass an HOA Special Assessment?
Manage episode 430126588 series 3470637
Are you fearing how to pass a HOA special assessment? Today Robert and Julie discuss strategies to pass any special assessment with ease and transparency.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
✅ Get your resource for special assessment success hints 👉 Adamen, Inc. - NewsLine Vol. 27 No. 06
If you’re stuck on passing an HOA special assessment, this is an episode for you! Julie Adamen and Robert Nordlund share their expert insights on how to manage these challenging situations with transparency, clear communication, and strategic planning. Learn the importance of building alliances within your community, engaging in regular and proactive communication, and having a well-prepared plan to address potential crises. Understand how to create standardized talking points, hold informative town hall meetings, and respond effectively to homeowner concerns. We hope we can equipment you to become adept at guiding your board through the complexities of special assessments and securing your community's financial future!
Could your Board use expert help in getting a special assessment passed? Consultant Julie Adamen is available to assist your Board with this, or myriad other issues. Contact her at julie@adamen-inc.com
Chapters From This Week’s Episode:
00:00 – Your Board Must be United for a Special Assessment
01:10 – How do You Pass a Special Assessment?
05:02 – Communicating Urgency
07:18 – Recruiting Allies
09:45 – Belief and Fiduciary Duty
12:27 – Engaging Community Volunteers
15:16 – Ad Break - Association Reserves
15:47 - Getting Different Points of View From Your Association
22:20 – Handling Questions and Objections about Special Assessments
26:17 – Robert’s story on a failed assessment turned success
29:32 – Closing Thoughts
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.com
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Kapitler
1. Your Board Must be United for a Special Assessment (00:00:00)
2. How do You Pass a Special Assessment? (00:01:10)
3. Communicating Urgency (00:05:02)
4. Recruiting Allies (00:07:18)
5. Belief and Fiduciary Duty (00:09:45)
6. Engaging Community Volunteers (00:12:27)
7. Ad Break - Association Reserves (00:15:16)
8. Getting Different Points of View From Your Association (00:15:47)
9. Handling Questions and Objections about Special Assessments (00:22:20)
10. Robert’s story on a failed assessment turned success (00:26:17)
11. Closing Thoughts (00:29:32)
71 episoder
Manage episode 430126588 series 3470637
Are you fearing how to pass a HOA special assessment? Today Robert and Julie discuss strategies to pass any special assessment with ease and transparency.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
✅ Get your resource for special assessment success hints 👉 Adamen, Inc. - NewsLine Vol. 27 No. 06
If you’re stuck on passing an HOA special assessment, this is an episode for you! Julie Adamen and Robert Nordlund share their expert insights on how to manage these challenging situations with transparency, clear communication, and strategic planning. Learn the importance of building alliances within your community, engaging in regular and proactive communication, and having a well-prepared plan to address potential crises. Understand how to create standardized talking points, hold informative town hall meetings, and respond effectively to homeowner concerns. We hope we can equipment you to become adept at guiding your board through the complexities of special assessments and securing your community's financial future!
Could your Board use expert help in getting a special assessment passed? Consultant Julie Adamen is available to assist your Board with this, or myriad other issues. Contact her at julie@adamen-inc.com
Chapters From This Week’s Episode:
00:00 – Your Board Must be United for a Special Assessment
01:10 – How do You Pass a Special Assessment?
05:02 – Communicating Urgency
07:18 – Recruiting Allies
09:45 – Belief and Fiduciary Duty
12:27 – Engaging Community Volunteers
15:16 – Ad Break - Association Reserves
15:47 - Getting Different Points of View From Your Association
22:20 – Handling Questions and Objections about Special Assessments
26:17 – Robert’s story on a failed assessment turned success
29:32 – Closing Thoughts
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.com
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linkedin.com/in/kevin-davis-98105a12/
Robert Nordlund, PE
https://www.linkedin.com/in/robert-nordlund-pe-rs-5119636/
Support Our Sponsors
Association Insights & Marketplace
https://www....
Kapitler
1. Your Board Must be United for a Special Assessment (00:00:00)
2. How do You Pass a Special Assessment? (00:01:10)
3. Communicating Urgency (00:05:02)
4. Recruiting Allies (00:07:18)
5. Belief and Fiduciary Duty (00:09:45)
6. Engaging Community Volunteers (00:12:27)
7. Ad Break - Association Reserves (00:15:16)
8. Getting Different Points of View From Your Association (00:15:47)
9. Handling Questions and Objections about Special Assessments (00:22:20)
10. Robert’s story on a failed assessment turned success (00:26:17)
11. Closing Thoughts (00:29:32)
71 episoder
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