Showing all 7 results

  • Behind the Conversation – Full 6 Part Series

    $397.00

    Through-out our teaching courses we often get asked “but how is it really done and what do you say?”  With Shelley’s help, the Fellows of the Southern California Institute have boiled down the essence of successful conversations and what is behind them.  Join us for an informative and interactive day with Joe and Steve as they guide conversations on six specific subjects to help you attract, engage, and work with affluent families and business owners.

    EXPECTATION MARKETING – setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings

    THE COMPELLING MESSAGE – attracting and engaging through your Benefit & Process

    CURIOSITY – the key to client understanding, comfort, and planning

    THE POWER OF PARABLES – being vulnerable to help others see

    CLIENT FACILITATION – listening, restating, understanding, and guiding toward their Summary to Action

    CLIENT PARTNERING – applying “what’s behind it counseling” and rapport for deeper commitments

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the presentations.)

    Presented by Joseph J. Strazzeri, Esq.

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  • Collaboration

    Client Partnering

    $75.00

    Are you able to achieve a true “team” through collaborating with a variety of professionals for your client? Are all professionals contributing intellectual property and feel more bought into the process and plan for the client? How will you achieve the goals your clients have? In this session, you will be able to work through the process of a type of Review, Design, and Implementation strategy so that you have your client's best interest in place and allow room for proper compensation for all professionals involved.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Speakers: Joseph J. Strazzeri and Stephen Mancini

    Click play to watch a short video about 'Client Partnering'

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  • Expectation Marketing

    $75.00

    Often times when you are marketing to potential clients or referral sources, you may not receive your ideal client or referrals. In this session, you will learn why it is important to set the stage before the first meeting and lay out the expectations prior to, allowing for a smoother initial visit. Learn specifics on how to implement a proper marketing approach that gives potential clients and referrals sources a window into who you are and your expectations before hand.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Speakers: Joseph J. Strazzeri and Stephen Mancini

    Check out the short video below to learn more about 'Expectation Marketing'

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  • Client Facilitation

    $75.00

    Working with clients and their advisors can be full of different dynamics and models. From a collaborative approach to a one time technician approach, this session will explore various models of working with clients and their advisors. Often times, professionals have difficulty balancing their time, expertise, and/or services with proper compensation for the appropriate effort involved. You will learn how to navigate through those discussions and find out how to be compensated for the work you do and the expertise you have.

    (Purchase of this product will include a Video recording, an Audio recording and a PDF copy of the presentation.)

    Speakers: Joseph J. Strazzeri and Stephen Mancini.

    Click play to watch a short video about 'Client Facilitation'

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  • The Power of Parables

    $75.00

    A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Speakers: Joseph J. Strazzeri and Stephen Mancini

    Click play to watch a short video about 'The Power of Parables'

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  • Curiosity in Counseling

    $75.00

    This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Speakers: Joseph J. Strazzeri and Stephen Mancini

    Click play to watch a short video about 'Curiosity in Counseling'

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  • The Compelling Message

    $75.00

    How do you create a message for yourself and/or your firm that causes the listener to want to work with you? Many times the way we, as professionals, use words and phrases are generic and can be used across the board by other organizations and firms. Does your message include ways to communicate your unique difference amongst competitors? Are potential clients able to identify who you are, why you do what you do, and the things that make you ideal for them? Or create a desire in them to want to work with you? This session will teach you the why and how on forming this type of message.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Speakers: Joseph J. Strazzeri and Stephen Mancini

    Click here to watch a short video on The Compelling Message.

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