Showing all 8 results

  • Get More and Better Clients From Professionals and Clients

    $25.00

    Generate consistent referrals by developing a “Stewardship” mindset and crafting your own compelling message, partnering programs, and signature events that attract and engage wealthy clients and the advisors they work with. Learn how to “vet” the best referral sources, rather than manage too many relationships – and continue to build rapport through giving value and staying “top of mind and market.” Shelley will also share The Overlooked Ingredient – how to say “thank you” in the most sincere and compelling way.

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

    Presented by Shelley Lightfoot, Executive Director and Nathalie Fairfax, Professional Problem Solver

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  • The Gathering 2018 – Lunch Presentation: The Southern California Institute at a Glance

    $25.00

    Shelley, Joe, and David will share with you an overview of who the Southern California Institute is and how it helps others advisors.  They will describe  variety of programs hosted by SCI which occur on a weekly, monthly and annuual basis, such as The Gathering.  Joe and David will highlight The Laureate Program and how it can help you grow your practice and work with higher net worth Clients, and the Advisors they work with.  ning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.

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

    Presented by Shelley Lightfoot, Joseph Strazzeri, Esq., and David K. Cahoone, Esq. 

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

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  • The Gathering 2018 – How to be a Business Influencer – Your Pathway to Motivation

    $25.00

    Whether you work for an organization or you’re building one, being a business influencer is critical to developing new business. As you seek for you or your brand to be known, there is a lot of noise that can get in the way to the ideal target clients actually finding you in their search. With a plan and a few key steps, we show you how to get started. Join this active workshop where we show you how to jump in, have fun and get started to become an influencer in your professional world.

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

    Presented by Dean DeLisle and Shelley Lightfoot

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

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  • The 4 Essential Elements Your Future Practice Needs to Survive and Excel

    $0.00

    Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.

    Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue

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

    Presented David K. Cahoone, Joe Strazzeri, Steve Mancini and Shelley Lightfoot

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  • Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices

    $25.00

    Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up.  How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope?  Lost opportunity is loss of pure profit.  Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)
    Presented by Myke Edelman & Shelley Lightfoot

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  • Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!

    $25.00

    We make mistakes – lots of them.  But one thing we know for sure is that the only way to be a leader in your industry is to try new things and then share what you’ve learned with your friends.  Get down and dirty with Shelley, Mike, and Brett as they share how we do what we do in the big bad world of digital communications.

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

    Presented by Shelley Lightfoot, Executive Director, Mike Armstrong, Electronic Presence Director, and Brett Littlewood, Social Media Director

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  • Are you Referable?

    $25.00

    We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.

    (Purchase of this product will include an Audio recording of the presentation.)

    Presented by Shelley Lightfoot, Executive Director, and Steve Mancini, Esq.

    Click play to watch a short video about ‘Are You Referable?’

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  • Are You A Mac or PC?

    $25.00

    When it comes to pricing, Apple and PC manufacturers adopted opposite pricing strategies. PCs won 90 percent of the market. But Apple is the most valuable company in the world. Who won? This presentation explores the psychology of pricing, what constitutes value, and why you may be drastically underpricing your services.

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

    Presented by Mark Merenda

    Click play to watch a short video about ‘Are You A MAC or a PC’

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