Joseph J. Strazzeri – Page 2 – Southern California Institute Wealth Strategies Education & Advisor Resources

California Forum for ICAs – Full 12 Part Series
$240.00
The Southern California Institute presented the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.

This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.

A New Way to Attact Business Owners
Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive Director

America’s New Gold Rush: Working with Affluent Foreign Nationals

Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq. (PDF Only)

Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.

Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial Advisor

Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and those “Other Investment Classes”
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®

Captive Insurance Companies – Opportunities and Hazards
Presented by Celia Clark, Esq. and Joe Strazzeri, Esq.

Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs, and Five Needs?
Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA

Secrets from the Boardroom? Trusts & Public Mutual Funds
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst

Realities and Benefits of Using Alaska Trusts
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M

Social Media – Creating Your Online Presence and Keeping Compliant?
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication

The Four Keys To Marketing Your Practice
Presented by Mark Merenda

Marketing Lessons From the MoviesYour Practice
Presented by Mark Merenda (PDF Only)

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

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California Forum for Attorneys – Full 6 Part Series
$120.00
This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.

(Purchase of this product will include Audio recordings and PDF copies of the presentations.)

Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

Secrets from the Boardroom – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

From Their Perspective – How to be Relevant in “Google-Land”
Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

A Different Perspective on Preparing for Your Day in Court
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.

Evolving the Business – Yours and/or Your Clients’
Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.

(Purchase of this product will include Audio recordings and PDF copies of the presentations.)

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Expectation Marketing
$25.00
Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. But the two most common questions are “What do I say?” and “How do I say it?” – join Shelley and Joe as they discuss what’s really important and how you can deliver a consistent and effective message during all those conversations and presentations to lead to larger engagements with your favorite type of clients.

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

Presented by Shelley Lightfoot, Executive Director and Joseph J. Strazzeri, Esq.

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Introducing Collaborative Partners & Understanding Their Revenue
$25.00
Why is it that some referral sources introduce clients that are excited about your advice and become your perfect client; while other referral sources seem to produce inquisitive potential clients that are at best luke warm? Through facilitation, in inter-disciplinary groups, review processes that have proven results and create your own process to implement with your referral sources and team.

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

Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

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The Valuation Enhancement Approach (Gathering 2013)
$25.00
Help Entrepreneur Families identify risk concentration and build value in: Businesses, Real Estate, Alternative Investments, and Conventional Investments. Review and learn how to capitalize on the unique differences among building value, driving cash flow, as well as minimizing cost and vulnerability. Identifying and reducing risks has the effect of increasing valuation multiples. Carl and Joe will share how to fill knowledge gaps and get to the heart of the true client issues through intake, research, analysis, and perspective before planning.

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

Presented by Carl Sheeler PhD, CBA, AVA & Joseph J. Strazzeri, Esq.

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Traditional Estate & Business Planning
$25.00
By combining your client’s legal, financial, tax, philanthropic, and business matters into a unified plan, you can:

– Increase your client’s control over his or her affairs;
– Assure the continuance of your client’s lifestyle and the protection of your client’s assets;
– Enable your client to pass his or her values and work ethic to his or her heirs;
– Substantially reduce excise, gift, estate, income, and generation-skipping taxes;
– Manage the value of your client’s business interests; and
– Keep your client’s affairs free from publicity and the costs and delay of probate.

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

Presented by Joe Strazzeri, Esq. and Alejandro Matuk, Esq.

Click play to watch a short video about ‘Traditional Estate & Business Planning’

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How to Protect Your Business Owner Clients’ Most Valuable Assets
$25.00
This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.

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

Presented by Greg Banner, CPU, CLU and Joe Strazzeri, Esq.

Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'

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Supporting Family Offices, Trust Companies, and Fiduciaries
$25.00
“Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals. Joe and Carl share a way to collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them. The family engages the firm directly and in turn, with disclosure, and where appropriate, the law firm engages the necessary collaborative advisors in order to:
• Protect the other collaborative advisors’ work product as attorney client privileged;
• Create an open exchange of information among the family and all advisors; and
• Compensate the collaborative advisors from the over-all “Family Partnering” fee.

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

Presented by Joseph Strazzeri, Esq. and Carl Sheeler, PhD, CBA, AVA

Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’

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Evolving the Business for Accountants – Yours and/or Your Clients’
$25.00
The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.

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

Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.

Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’

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Evolving the Business for Attorneys- You and/or Your Clients’
$25.00
The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.

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

Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.

Click play to watch a short video about ‘Evolving the Business – You and/or Your Clients’

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Captive Insurance Companies – Opportunities and Hazards
$25.00
Too many times promoters try to sell an idea to clients for the wrong purpose, which only drives eventual client dissatisfaction and IRS scrutiny. Although captive insurance companies are often thought of as an income tax strategy, the primary reason to consider and implement a captive insurance company is and must always be the covering of an insurable risk to the client’s primary company. Join Celia and Joe as they discuss appropriate goals and needs of the client, along with the intent of the laws and code sections as they relate to planning for captives.

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

Presented by Celia Clark, Esq. and Stephanie Downer, Esq.

Click play to watch a short video on ‘Captive Insurance Companies – Opportunities and Hazards’

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What Now for Estate Planning – 20% Off – Full 9 Part Series
$180.00
What Now for Estate Planning Attorneys and Their Practice?

March 22, 2013, San Diego, CA

COMPARE AND CONTRAST VENDORS AND PROGRAMS THAT WANT TO HELP YOU INCREASE YOUR REVENUE

The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to
compare and contrast various services such as marketing, drafting software, practice management, communication
software, and education programs – all in one place! Join us for a full day with the providers themselves –
understand the tools available to help you determine what you should be doing to attract, engage, and work with your
favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.

(Purchase of this product will include an Audio recording of each presentation and a PDF copy of most presentations.
Some presentations were presented using proprietary software and no Power Points were provided.)

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Behind the Conversation – Full 6 Part Series
$397.00
Through-out our teaching courses we often get asked “but how is it really done and what do you say?” With Shelley’s help, the Fellows of the Southern California Institute have boiled down the essence of successful conversations and what is behind them. Join us for an informative and interactive day with Joe and Steve as they guide conversations on six specific subjects to help you attract, engage, and work with affluent families and business owners.

EXPECTATION MARKETING – setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings

THE COMPELLING MESSAGE – attracting and engaging through your Benefit & Process

CURIOSITY – the key to client understanding, comfort, and planning

THE POWER OF PARABLES – being vulnerable to help others see

CLIENT FACILITATION – listening, restating, understanding, and guiding toward their Summary to Action

CLIENT PARTNERING – applying “what’s behind it counseling” and rapport for deeper commitments

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

Presented by Joseph J. Strazzeri, Esq.

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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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Client Partnering
$75.00
Are you able to achieve a true “team” through collaborating with a variety of professionals for your client? Are all professionals contributing intellectual property and feel more bought into the process and plan for the client? How will you achieve the goals your clients have? In this session, you will be able to work through the process of a type of Review, Design, and Implementation strategy so that you have your client's best interest in place and allow room for proper compensation for all professionals involved.

(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 play to watch a short video about 'Client Partnering'

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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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Strazzeri Mancini, LLP
$25.00
All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.

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

Presented by Joseph J. Strazzeri and Stephen Mancini

Click play to watch a short video about ‘Strazzeri Mancini, LLP’

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Client Facilitation
$75.00
Working with clients and their advisors can be full of different dynamics and models. From a collaborative approach to a one time technician approach, this session will explore various models of working with clients and their advisors. Often times, professionals have difficulty balancing their time, expertise, and/or services with proper compensation for the appropriate effort involved. You will learn how to navigate through those discussions and find out how to be compensated for the work you do and the expertise you have.

(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 play to watch a short video about 'Client Facilitation'

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The Power of Parables
$75.00
A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.

(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 play to watch a short video about 'The Power of Parables'

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Business Valuations LTD
$25.00
Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.

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

Presented by Carl Sheeler and Joseph J. Strazzeri

Click play to watch a short video about ‘Business Valuations LTD’

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Curiosity in Counseling
$75.00
This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.

(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 play to watch a short video about 'Curiosity in Counseling'

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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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Laureate Program
$25.00
All of our practices have the core area that we are comfortable in and has served our clients well. In today’s market the questions that face us are: Do I continue to serve this market?; If I continue to service this market, should I add another?; Am I qualified, or how do I become qualified in another area?; and What should that other area be? If you are considering planning for those 200,000 (or 2,000,000) families in America, the compensation that accompanies it, and the maintenance programs for sustaining a practice, then review with Joe how the Laureate Program can help.

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

Speakers: Joseph J. Strazzeri, Stephen Mancini

Click play to watch a short video about ‘Continuous Training and Insight to Attract and Engage Wealthy Clients and the Advisors They Work With’

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