Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?
March 19, 2017
Dissecting Exit Planning & the Value Acceleration Methodology – And How to Use Them to Enhance Your Practice and Reach Your Clients
March 19, 2017
Cloud Based Software – Everything You Always Needed and Wanted
$25.00
Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Tomas to make sense of the decision you have to make. NOTE: We moved from Time Matters!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ali Mirdamadi and Tomas Suros
PREVIEW:
Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Tomas to make sense of the decision you have to make. NOTE: We moved from Time Matters!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ali Mirdamadi and Tomas Suros
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The Gathering 2017 – The Complete Package
$300.00The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?
$25.00How 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. Darin will explain how to use potential client conversion software while remaining profitable and professional.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Darin Adams
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Dissecting Exit Planning & the Value Acceleration Methodology – And How to Use Them to Enhance Your Practice and Reach Your Clients
$25.00The advisors in the future will be more than a specialist. Exit planning is a growing need and advisors have an opportunity to understand their role in the exit planning ecosystem and position themselves for more visibility (both to clients and referral sources) and as a true provider of solutions. Join Scott as he overviews the market statistics from the State of Owner Readiness Survey, dissects the exit planning and value acceleration process, showcases models that can be used to educate owner and advisor groups, gives real-world examples in an Aspire Management Case Study, and provides actionable takeaways that you can use immediately in your business development strategy.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Snider
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