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The 4 Essential Elements Your Future Practice Needs to Survive and Excel
$0.00
Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.
Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue
(Purchase of this product will include a Video recording, a PDF copy of the presentation, and associated documents.)
Presented David K. Cahoone, Joe Strazzeri, Steve Mancini and Shelley Lightfoot
Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.
Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue
(Purchase of this product will include a Video recording, a PDF copy of the presentation, and associated documents.)
Presented David K. Cahoone, Joe Strazzeri, Steve Mancini and Shelley Lightfoot
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Laureate Program
$25.00All 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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Introducing Collaborative Partners & Understanding Their Revenue
$25.00Why 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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The Valuation Enhancement Approach (Gathering 2013)
$25.00Help Entrepreneur Families identify risk concentration and build value in: Businesses, Real Estate, Alternative Investments, and Conventional Investments. Review and learn how to capitalize on the unique differences among building value, driving cash flow, as well as minimizing cost and vulnerability. Identifying and reducing risks has the effect of increasing valuation multiples. Carl and Joe will share how to fill knowledge gaps and get to the heart of the true client issues through intake, research, analysis, and perspective before planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler PhD, CBA, AVA & Joseph J. Strazzeri, Esq.
