Showing all 5 results

  • The Gathering 2018 – The Complete Package

    $300.00

    Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

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

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Lunch Presentation: Care To Know

    $0.00

    Joe will discuss why it is important as Advisor that we Care To Know… what drives our clients, what concerns our clients, and what we can do to help.  He will discuss the importance of being well connected in the community to “know the right person” to help our clients because we can not be the expert in everything.

    (Purchase of this product will include a Video recording and an Audio recording of the Presentation.)

    Presented by Joseph Strazzeri, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

    Add to cart
  • Collaboration

    The Art of Professional Collaboration

    $25.00

    Affluent clients require increasingly sophisticated strategies and tools to adequately address their estate, financial and philanthropic objectives. It is becoming more difficult as well as risky for any individual firm or practitioner to attempt to address all of these needs. As a result, it is necessary for professionals to work collaboratively. If you are interested in working collaboratively, this workshop will introduce and define the creation, structure, operation, challenges and rewards of professional collaboration.

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

    Presented by John Jenkins, AEP®, EA, CFP®

     

     

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  • Collaboration

    Changing the Dialogue

    $25.00

    Collaboration – often talked about, seldom done well, and mostly boring. Join Joe and Steve in an interactive dialogue as they review how to change the client/advisor conversation; reinforce yourself as a consultant instead of just another sales person; and bring various parties together focusing on clients’ priorities. Increase the probability of a client engagement through financial/legal strategies as well as choosing from client advising, engagement, or partnering practice models.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq. and Stephen Mancini, Esq.

    Click play to watch a short video about ‘Changing the Dialogue’

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  • Collaboration

    SCI

    $25.00

    Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help. Join Shelley to learn more about Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and our Speakers Bureau.

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

    Presented by Shelley Lightfoot

    Click play to watch a short video about ‘SCI’

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