Showing 25–31 of 31 results

  • From Their Perspective – How to be Relevant in “Google-Land” for Attorneys

    $25.00

    Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Shelley as they give you an overview of the various internet tools and social media that you’ve heard about as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.

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

    Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

    Click play to watch a short video about ‘From Their Perspective – How to Be Relevant in “Google-Land”‘

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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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  • 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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  • Dunham Trust Company

    $25.00

    In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.

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

    Presented by Jeffrey Dunham

    Click play to watch a short video about ‘Secrets from the BoardRoom – Trusts & Public Mutual Funds for Accountants’

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  • Social Media – Creating Your Online Presence and Keeping Compliant?

    $25.00

    Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Many advisors today are faced with the challenge of creating an online presence that also keeps the compliance officers happy. Join Jeff and Rob as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about.

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

    Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication

    Click play to watch a short video about ‘Social Media – Creating Your Online Presence and Keeping Compliant?’

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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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  • 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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