Buy Sell Agreements
August 25, 2015
Engaging Clients with Real Estate at Thursday Insights
August 25, 2015
Are you Referable?
$25.00
We 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?’
We 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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$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.
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Click here to watch a short video on The Compelling Message.
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Political Showdown on Taxes
$25.00Join Laura and Steve as they discuss the most current tax reform activity in Washington and how it will affect you and your clients’ income tax planning for 2013. Politicians have been busy in Washington with each party challenging the other to a showdown. No matter which way you voted, it is clear that the passage of any sort of tax reform is going to require hard work and compromise on both sides of the aisle – learn how to help your clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to view a short video about ‘Political Showdown on Taxes’
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Advisor in Wealth Strategies Program Deposit – May 2018
$450.00Place Your $450 Deposit – Reserve Your Seat for our
Advisor in Wealth Strategies (AWS) May 2018
Increase Your Technical Knowledge
The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:
- The difference and intricacies between wealth strategies advice and engagement;
- Product and strategy marketing;
- Practice management processes; and
- Technical knowledge.
AWS serves as a pre-requisite for the LWS Program.
$4,500 Participation Fee
Program Dates: Tuesday, May 1 – Saturday, May 5, 2018
Application completion is required before attending first session.
