Running Out of Money Without Proper Distribution Planning
August 25, 2015
Heritage Planning
August 25, 2015
Are You A Mac or PC?
$25.00
When it comes to pricing, Apple and PC manufacturers adopted opposite pricing strategies. PCs won 90 percent of the market. But Apple is the most valuable company in the world. Who won? This presentation explores the psychology of pricing, what constitutes value, and why you may be drastically underpricing your services.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Are You A MAC or a PC’
When it comes to pricing, Apple and PC manufacturers adopted opposite pricing strategies. PCs won 90 percent of the market. But Apple is the most valuable company in the world. Who won? This presentation explores the psychology of pricing, what constitutes value, and why you may be drastically under-pricing your services.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Are You A MAC or a PC’
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The Compelling Message
$75.00How do you create a message for yourself and/or your firm that causes the listener to want to work with you? Many times the way we, as professionals, use words and phrases are generic and can be used across the board by other organizations and firms. Does your message include ways to communicate your unique difference amongst competitors? Are potential clients able to identify who you are, why you do what you do, and the things that make you ideal for them? Or create a desire in them to want to work with you? This session will teach you the why and how on forming this type of message.
(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 here to watch a short video on The Compelling Message.
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Are you Referable?
$25.00We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Shelley Lightfoot, Executive Director, and Steve Mancini, Esq.
Click play to watch a short video about ‘Are You Referable?’
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The Gathering 2018 – Lunch Presentation: The Southern California Institute at a Glance
$25.00Shelley, Joe, and David will share with you an overview of who the Southern California Institute is and how it helps others advisors. They will describe variety of programs hosted by SCI which occur on a weekly, monthly and annuual basis, such as The Gathering. Joe and David will highlight The Laureate Program and how it can help you grow your practice and work with higher net worth Clients, and the Advisors they work with. ning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Shelley Lightfoot, Joseph Strazzeri, Esq., and David K. Cahoone, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
