Showing all 3 results

  • 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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  • Business Owners & Planning

    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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  • 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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