Showing all 2 results

  • 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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  • 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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