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  • Monetizing Current/Future Business Owner and Advisor Relationships

    $25.00

    “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

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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

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