Showing all 12 results

  • 9 Ways out of Highly Appreciated Property

    $25.00

    The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Eight Exit Strategies that may be more appropriate than traditional methods. Join Maureen and Joe for a dynamic discussion about how these strategies can help your real estate investor clients.

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

    Presented by Maureen Verduyn, CFP, EA, M.Ed. and Joe Strazzeri, Esq.

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  • Related Industry and Topics

    Tell Your Clients and Your Friends: What To Do, and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail

    $25.00

    Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution. Join Richard as he shares insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.

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

    Presented by Richard Katzman, Esq.

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  • Financial Planning

    “Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics

    $25.00

    Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.

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

    Presented by Barry Waxler and Marc Schwartz

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  • 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 – 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.

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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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  • Are Your Referable? – The Practice Experience

    $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 a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Shelley Lightfoot, Executive Director & Stephanie Downer, Esq.

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  • Collaboration

    How to Build an Effective Multi-Disciplinary Team

    $25.00

    In our complex world of wealth, business, and tax planning, no one profession has all the answers. Successfully attracting and helping affluent families in today’s market requires a multi-disciplinary approach. However, developing a successful team is more challenging than it sounds. This presentation will provide an overview of half or full day programs where you will learn the 4 steps to creating an integrated collaborative team: 3 key concepts common to all successful teams, choosing a process, introducing each other, and ways to market together.

    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Shelley Lightfoot, Executive Director and Barry Waxler, The Founders Group

     

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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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  • 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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  • 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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