Showing all 5 results

  • Business Owners & Planning

    Supporting Family Offices, Trust Companies, and Fiduciaries


    “Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals. Joe and Carl share a way to collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them. The family engages the firm directly and in turn, with disclosure, and where appropriate, the law firm engages the necessary collaborative advisors in order to:
    • Protect the other collaborative advisors’ work product as attorney client privileged;
    • Create an open exchange of information among the family and all advisors; and
    • Compensate the collaborative advisors from the over-all “Family Partnering” fee.

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

    Presented by Joseph Strazzeri, Esq. and Carl Sheeler, PhD, CBA, AVA

    Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’

    Add to cart
  • Monetizing Current/Future Business Owner and Advisor Relationships


    “Partnering”, “fee sharing,” and the ubiquitous “networking” and “collaborating” are almost always more sizzle than steak terms. If you don’t abide by the mantra doing the same thing over and over again will produce different results; when you’re a carpenter with a hammer, everything looks like a nail; or wondering what anyone has done for you lately, SCI’s Thursday Insights and my goal is to challenge you to leverage your talents, what and who you know, and to give others what they want…. NOT what you think they need! While this session will not teach you to turn lead into gold, it will provide some rare, and some common sense, insights on how to better approach relationship.

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

    Presented by Carl Sheeler, PhD, CBA, AVA

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

    Add to cart
  • Behind the Conversation – Full 6 Part Series


    Through-out our teaching courses we often get asked “but how is it really done and what do you say?”  With Shelley’s help, the Fellows of the Southern California Institute have boiled down the essence of successful conversations and what is behind them.  Join us for an informative and interactive day with Joe and Steve as they guide conversations on six specific subjects to help you attract, engage, and work with affluent families and business owners.

    EXPECTATION MARKETING – setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings

    THE COMPELLING MESSAGE – attracting and engaging through your Benefit & Process

    CURIOSITY – the key to client understanding, comfort, and planning

    THE POWER OF PARABLES – being vulnerable to help others see

    CLIENT FACILITATION – listening, restating, understanding, and guiding toward their Summary to Action

    CLIENT PARTNERING – applying “what’s behind it counseling” and rapport for deeper commitments

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the presentations.)

    Presented by Joseph J. Strazzeri, Esq.

    Add to cart
  • Collaboration

    Client Partnering


    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'

    Add to cart
  • Collaboration



    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’

    Add to cart