Showing 241–260 of 260 results

  • Estate Planning

    What Matters?

    $25.00

    Traditionally, people, especially professionals, have limited any discussion of wealth to financial assets: investments, real estate, cash, and worldly possessions. But when asked what we value most in life the majority of people say: family, health, friends, values, skills, and relationships. We might even add our accumulated wisdom, education, life lessons, and our experiences in the school of hard knocks. Furthermore, when asked what the biggest investment we ever made in our lives was, people typically respond with the time, energy, love, and commitment they made in building their family. “What Matters” will introduce you to a more holistic view of Family Wealth. This discovery will change everything you’ve ever thought about estate planning.

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

    Presented by John Jenkins, CEO

    Click play to watch a short video about ‘What Matters?’

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  • Collaboration

    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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  • Premier Software

    $25.00

    Premier has unique practice area add-ons and a one of a kind support forum with live web based classes, training videos, best practice knowledge base and more. They are committed to use of technology to make you and your staff far more efficient and effective in all you do.

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

    Presented by Tom Caffrey

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

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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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  • Collaboration

    SCI

    $25.00

    Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help. Join Shelley to learn more about Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and our Speakers Bureau.

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

    Presented by Shelley Lightfoot

    Click play to watch a short video about ‘SCI’

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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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  • Elder Care Planning

    ElderCounsel

    $25.00

    Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.

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

    Presented by Valerie Peterson

    Click play to watch a short video about ‘ElderCounsel’

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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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  • Business Owners & Planning

    Shifting Focus to Grow Your Business

    $25.00

    Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.

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

    Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant

    Click play to watch a short video about ‘Shifting Focus to Grow Your Business’

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  • Asset Protection

    In the Brave New World of FATCA & Co: Is Offshore Planning Dead?

    $25.00

    Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.

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

    Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.

    Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’

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  • Asset Protection

    Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants

    $25.00

    You’re helping your wealthiest clients plan for their future, but how can you help protect them without taking on too much liability yourself? 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 secure a seat at the table for generations by pulling the curtain back to expose the Wizard of Oz – be a hero in front of your clients, tell them the truth about “no load” mutual funds, paying fees only for results, and help those with piles of muni bonds avoid the train wreck. Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysem.

    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 Analyzer

    Click play to watch a short video about ‘Secrets from the Board Room – 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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  • Business Owners & Planning

    The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation

    $25.00

    Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.

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

    Presented by Mike Rodman, CFP

    Click play to watch a short video about ‘The 5 Most Common…’

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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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  • 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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  • 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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