Showing 217–240 of 260 results

  • Business Owners & Planning

    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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  • Estate Settlement

    A Different Perspective on Preparing for your Day in Court

    $25.00

    Traditional litigation is frustrating, time consuming, and expensive – and it is about more than “going to court.” Join Wendy and Alex as they discuss why understanding the people, process, relationships, personal history, assets, taxation and valuations are as important as the “facts and law.” Consider using an Estate Litigation process to help you and your clients understand the timeframe and likelihood of outcomes, and reduce stress while achieving resolution and closure.

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

    Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.

    Click play to watch a short video about ‘A Different Perspective on Preparing For Your Day in Court’

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  • 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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  • Financial Planning

    Secrets From The Boardroom – Trusts & Public Mutual Funds for Attorneys

    $25.00

    Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.

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

    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis

    Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’

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  • Retirement Planning

    Your Client Will Run Out of Money Without a Proper Distribution Plan – For Attorneys

    $25.00

    John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.

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

    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    Click play to watch a short video about ‘Your Client Will Run Out of Money Without a Proper Distribution Plan’

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  • Business Owners & Planning

    Understanding the Liabilities for Business Owners as Fiduciaries

    $25.00

    The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.

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

    Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

    Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’

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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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  • Monetizing Current/Future Business Owner and Advisor Relationships

    $25.00

    “Partnering”, “fee sharing,” and the ubiquitous “networking” and “collaborating” are almost always more sizzle than steak terms. If you don’t abide by the mantra doing the same thing over and over again will produce different results; when you’re a carpenter with a hammer, everything looks like a nail; or wondering what anyone has done for you lately, SCI’s Thursday Insights and my goal is to challenge you to leverage your talents, what and who you know, and to give others what they want…. NOT what you think they need! While this session will not teach you to turn lead into gold, it will provide some rare, and some common sense, insights on how to better approach relationship.

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

    Presented by Carl Sheeler, PhD, CBA, AVA

    Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’

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  • Asset Protection

    Realities and Benefits of Using Alaska Trusts

    $25.00

    Most advisors and attorneys wonder “How do I play with that person?” and “Do I lose control?” Alaska trusts are not only an advantageous asset protection method, but also allow the local financial planner to manage the assets. Tax reporting allows use of trust ID or the individual’s SSN.

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

    Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M

    Click play to watch a short video about ‘Realities and Benefits of Using Alaska Trusts’

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  • Financial Planning

    Secrets From The Boardroom? Trusts & Public Mutual Funds for ICAs

    $25.00

    You’re helping your wealthiest clients and prospects plan their future. What’s really happening in the investment business? Expose the trust about “no load” mutual funds. Did you know you can pay fees based on results? Help those with piles of muni bonds understand and avoid the train wreck. Also understand what the buzz is about Nevada Trusts. Hear ways to bond with your clients in a very personal way for generations. Help them pass on more than just money – pass morals and values. Secure YOUR seat at the table for generations.

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

    Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst

    Click play to watch a short video on ‘Secrets From The Boardroom? Trusts & Public Mutual Funds’

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  • Financial Planning

    Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?

    $25.00

    Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey share a refreshing approach to illustrating the varied considerations for life insurance.

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

    Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA

    Click play to watch a short video about ‘Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?’

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  • Asset Protection

    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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  • Asset Protection

    Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”

    $25.00

    From Ryan’s and John’s different and sometimes similar professional perspectives, explore the trials and tribulations that our clients are going through with their real estate as an investment class. With such client frustration and confusion, there is not only a need for collaborative tax, financial, and legal advice; there are also compensation opportunities for the wealth planner.

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

    Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®

    Click play to watch a short video about ‘Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”‘

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  • Business Owners & Planning

    Understanding the Liabilities for Business Owners as Fiduciaries for ICAs

    $25.00

    The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.

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

    Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial Advisor

    Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’

    Add to cart
  • Retirement Planning

    Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs

    $25.00

    John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.

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

    Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.

    Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’

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  • America’s New Gold Rush – Working with Affluent Foreign Nationals

    $25.00

    Historically, America has been a land of opportunity attracting immigrants. Today, more than any other time, large numbers of affluent foreign nationals and then inbound money, are coming to America. These foreign nationals represent a little understood and vastly under-served client who is in need of new advisors. Ryan and Alex will explore and discuss the different paths to America, helping you identify new investment and advisor opportunities.

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

    Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq.

    Click play to watch a short video about ‘America’s New Gold Rush – Working with Affluent Foreign Nationals’

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  • Business Owners & Planning

    A New Way to Attract Business Owners

    $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. Paul and Shelley will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy. Consider your practice and consider a new way to attract business owners.

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

    Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive Director

    Click play to watch a short video about ‘A New Way to Attract Business Owners’

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  • What Now for Estate Planning – 20% Off – Full 9 Part Series

    $225.00 $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.)

    Add to cart
  • Behind the Conversation – Full 6 Part Series

    $450.00 $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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  • Collaboration

    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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  • Philanthropic Planning in SD with Sharp HealthCare

    $25.00

    During the last decade the Foundations of Sharp HealthCare, through helping advisors and their clients, have generated more than $160 million in philanthropy. For many years, Sharp has been the beneficiary of not only generous planned gifts from individuals and families, but also of the support, engagement, and advice of gift and estate planning professionals; notably through the Sharp Family of Advisors and its series of small group forums. Learn how to be part of the Sharp Family of Advisors, help your clients, and stay informed in the ever changing health care landscape.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Bill Littlejohn, CEO, Sharp HealthCare Foundation

    Click play to watch a short video about ‘Philanthropic Planning in SD with Sharp HealthCare’

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  • Asset Protection

    And the Winner Is . . . Nevada?

    $25.00

    Nevada is a top tier jurisdiction when it comes to asset protection and trust planning . . . WHY IS THIS? This presentation will address key advantages of Nevada jurisdiction and laws, including asset protection strategies, tax environment, and dynastic planning. Attorneys, financial advisors, CPAs, and other key client advisors will learn how to help clients reach their planning goals while growing their own practices and profitability.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Jeffrey Dunham and Jeffrey Burr, Esq.

    Click play to watch a short video about ‘And the Winner Is … Nevada?’

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  • Business Owners & Planning

    The Elusive $15MM – $75MM Entrepreneurial Family

    $25.00

    Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM+ lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.

    Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’

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  • Business Owners & Planning

    Business Owners with More Than 50 Employees

    $25.00

    With margins for these business owners having been so tight over the past few years, the increased cost of health care for their employees may cause many businesses to go into the red. Join the leadership team as they reveal the truths behind health care reform and how it affects the business owner that is your client. Come away with the language and tools to help your client see into the future, understand the real risks, and plan for the contingencies.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Sharp HealthCare Executive Leadership Team

    Click play to watch a short video about ‘Business Owners with More Than 50 Employees’

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