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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
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
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.
All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about ‘Strazzeri Mancini, LLP’