Showing all 6 results

  • 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 – 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

  • 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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  • Marketing Lessons From The Movies

    $25.00

    This fascinating and funny session uses clips from the movies and television to illustrate crucial marketing lessons that you will never forget!

    (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 ‘Marketing Lessons From The Movies’

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  • Four Keys to Marketing Your Practice

    $25.00

    Over 18 years of helping attorneys get new clients, four key strategies have emerged as most effective. SmartMarketing president Mark Merenda shares the techniques you can use immediately to grow your revenue, increase your profit, and achieve your ideal practice.

    (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 ‘Four Keys to Marketing Your Practice’

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