How to Avoid Conflict Before Estate Settlement
September 9, 2016
Long Term Care Planning Book
October 27, 2016
Brain Injury and Special Needs Trusts
$25.00
Queen and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Gain an understanding of several brain exercises, compensatory tools, resources, strategies, and approaches to strengthening client-vendor relationships that will help you connect better with clients and families dealing with TBI (Traumatic Brain Injury). Also learn how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by: Queen Mateo and Scott Stewart
Queen and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Gain an understanding of several brain exercises, compensatory tools, resources, strategies, and approaches to strengthening client-vendor relationships that will help you connect better with clients and families dealing with TBI (Traumatic Brain Injury). Also learn how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by: Queen Mateo and Scott Stewart
Related products
-
Add to cart
The Power of Parables
$75.00A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.
(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 play to watch a short video about 'The Power of Parables'
-
Add to cart
The Elusive $15MM – $75MM Entrepreneurial Family
$25.00Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM+ lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.
Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’
-
Add to cart
Changing the Dialogue
$25.00Collaboration – often talked about, seldom done well, and mostly boring. Join Joe and Steve in an interactive dialogue as they review how to change the client/advisor conversation; reinforce yourself as a consultant instead of just another sales person; and bring various parties together focusing on clients’ priorities. Increase the probability of a client engagement through financial/legal strategies as well as choosing from client advising, engagement, or partnering practice models.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Changing the Dialogue’
