Client Partnering
August 25, 2015
What Now for Estate Planning – 20% Off – Full 9 Part Series
August 25, 2015Changing the Dialogue
$25.00
Collaboration – 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’
Collaboration – 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’
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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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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.)
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Click play to watch a short video about 'The Power of Parables'
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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.
