Medi-Cal Assisted Living Waiver Program: Your Questions Answered
February 15, 2017
7 Steps to a Successful Business Exit
February 28, 2017
Depolarizing the Millennial Workplace
$25.00
What is your company doing to stay relevant, connect and drive engagement with the next generation? Don’t be left behind. Your company must understand the dramatic shift taking place in the workplace and the marketplace. Today, there are 2.4 billion millennials, they represent 36% of the workforce, control $660 billion in spending and will be 75% of your employees and customers by 2025. With valuable insights, extensive experience, and a great sense of humor, Dan delivers aha moments as he shares:
- The key trends that define the millennial generation
- 6 steps to bridge the generational gap between youth and experience
- How to deliver value to connect with your customers and employees
- How to stay relevant in today’s crazy, fast-changing world
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Dan Negroni, Founder and CEO of Launchbox
What is your company doing to stay relevant, connect and drive engagement with the next generation? Don’t be left behind. Your company must understand the dramatic shift taking place in the workplace and the marketplace. Today, there are 2.4 billion millennials, they represent 36% of the workforce, control $660 billion in spending and will be 75% of your employees and customers by 2025. With valuable insights, extensive experience, and a great sense of humor, Dan delivers aha moments as he shares:
- The key trends that define the millennial generation
- 6 steps to bridge the generational gap between youth and experience
- How to deliver value to connect with your customers and employees
- How to stay relevant in today’s crazy, fast-changing world
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Dan Negroni, Founder and CEO of Launchbox
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Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices
$25.00Like 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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The Gathering 2018 – Lunch Presentation: Care To Know
$0.00Joe will discuss why it is important as Advisor that we Care To Know… what drives our clients, what concerns our clients, and what we can do to help. He will discuss the importance of being well connected in the community to “know the right person” to help our clients because we can not be the expert in everything.
(Purchase of this product will include a Video recording and an Audio recording of the Presentation.)
Presented by Joseph Strazzeri, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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7 Steps to a Successful Business Exit
$25.00Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed:
- Structuring your business to attract buyers
- Selling your business to family members or key employees and still getting the cash you need
- Decreasing the amount of time and risk it takes to get your money from a sale to key employees or family members
- Selling to whom you want, when you want, and get the income you want
- The Seven Steps to a Successful Exit
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.
