Showing all 4 results

  • 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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  • 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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  • 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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  • 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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