Client Partnering
August 25, 2015
What Now for Estate Planning – 20% Off – Full 9 Part Series
August 25, 2015
Behind the Conversation – Full 6 Part Series
$450.00 $397.00
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.
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.
Related products
-
Add to cart
California Forum for Accountants – Full 7-Part Series
$175.00$140.00This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an accountant’s point of view – and will provide relevant information to help you protect your clients, recognize reporting requirements, and provide opportunities to grow your practice.
Proper Reporting May Prevent Estate Litigation
Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.Secrets from the Board Room – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client AnalystEvolving the Business – Yours and/or Your Clients’
Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.From their Perspective – How to be Relevant in “Google-land”
Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Esq.Understanding the Reporting Requirements and Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn. CFP®, MEd and Nick GardnerLife Insurance – Appropriate? Or Even Necessary?
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.Running Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
-
Add to cart
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. -
Add to cart
California Forum for ICAs – Full 12 Part Series
$300.00$240.00The Southern California Institute presented the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.
This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.
A New Way to Attact Business Owners
Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive DirectorAmerica’s New Gold Rush: Working with Affluent Foreign Nationals
Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq. (PDF Only)
Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial AdvisorToday’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and those “Other Investment Classes”
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®Captive Insurance Companies – Opportunities and Hazards
Presented by Celia Clark, Esq. and Joe Strazzeri, Esq.Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs, and Five Needs?
Presented by Trey Fairman, JD, LL.M and Laura Stees, CPASecrets from the Boardroom? Trusts & Public Mutual Funds
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client AnalystRealities and Benefits of Using Alaska Trusts
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.MSocial Media – Creating Your Online Presence and Keeping Compliant?
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and CommunicationThe Four Keys To Marketing Your Practice
Presented by Mark MerendaMarketing Lessons From the MoviesYour Practice
Presented by Mark Merenda (PDF Only)(Purchase of this product will include Audio recordings, and PDF copies of the presentations.)
Reviews
There are no reviews yet.