Showing 25–29 of 29 results

  • Are you Referable?

    $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 an Audio recording of the presentation.)

    Presented by Shelley Lightfoot, Executive Director, and Steve Mancini, Esq.

    Click play to watch a short video about ‘Are You Referable?’

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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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  • 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

    $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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  • 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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