The Case for Baby Boomer Clients in Your Practice
April 17, 2017
Trump’s Tax Reform – Where Are We Now?
May 1, 2017
Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices
$25.00
Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up. How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Myke Edelman & Shelley Lightfoot
Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up. How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Myke Edelman & Shelley Lightfoot
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Curiosity in Counseling
$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(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 'Curiosity in Counseling'
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From Their Perspective – How to be Relevant in Google-Land for Accountants
$25.00Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Pablo as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.
(Purchase of this product will include an Audio recording and PDF copy of the presentation.)
Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Attorney
Click play to watch a short video about ‘From Their Perspective – How to be Relevant in Google-Land’
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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?’
