P&C Contracts – Have You Read the Fine Print?
October 20, 2017Financial and Estate Strategies for the Large IRA
November 3, 2017
Engaging Closely Held Businesses – Value Creation and Transitions
$0.00
Often, many of the business transition conversations business owners have already had have not addressed the design of the transition itself. The topic has been overly generalized and prematurely narrowed: keep versus sell. Help your business owner clients navigate the tributaries and ramifications of their potential choices and figure out what they want. Learn how to implement a process that leads business owners through all phases of transition, from their current Wisdom-driven Business to a Value-driven Business. The resulting increased clarity for the owner and market value of the business expands options and solidifies choices for eventual transition: if, when, how and how much.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, and Joe Strazzeri, Esq.
*PLEASE NOTE: The Audio and Video for this product is being prepared for delivery. You can Order this item now and product access will be automatically be sent to your email when the Audio and Video files are ready for distribution.
Often, many of the business transition conversations business owners have already had have not addressed the design of the transition itself. The topic has been overly generalized and prematurely narrowed: keep versus sell. Help your business owner clients navigate the tributaries and ramifications of their potential choices and figure out what they want. Learn how to implement a process that leads business owners through all phases of transition, from their current Wisdom-driven Business to a Value-driven Business. The resulting increased clarity for the owner and market value of the business expands options and solidifies choices for eventual transition: if, when, how and how much.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, and Joe Strazzeri, Esq.
*PLEASE NOTE: The Audio and Video for this product is being prepared for delivery. You can Order this item now and product access will be automatically be sent to your email when the Audio and Video files are ready for distribution.
Related products
-
Add to cart
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'
-
Add to cart
Expectation Marketing
$25.00Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. But the two most common questions are “What do I say?” and “How do I say it?” – join Shelley and Joe as they discuss what’s really important and how you can deliver a consistent and effective message during all those conversations and presentations to lead to larger engagements with your favorite type of clients.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Shelley Lightfoot, Executive Director and Joseph J. Strazzeri, Esq.
-
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’
