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
$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.
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Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’
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Expectation Marketing
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(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
Check out the short video below to learn more about 'Expectation Marketing'
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