$25.00 $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.
How 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.
(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 here to watch a short video on The Compelling Message.
What Now for Estate Planning Attorneys and Their Practice?
March 22, 2013, San Diego, CA
COMPARE AND CONTRAST VENDORS AND PROGRAMS THAT WANT TO HELP YOU INCREASE YOUR REVENUE
The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to
compare and contrast various services such as marketing, drafting software, practice management, communication
software, and education programs – all in one place! Join us for a full day with the providers themselves –
understand the tools available to help you determine what you should be doing to attract, engage, and work with your
favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.
(Purchase of this product will include an Audio recording of each presentation and a PDF copy of most presentations.
Some presentations were presented using proprietary software and no Power Points were provided.)
Why is it that some referral sources introduce clients that are excited about your advice and become your perfect client; while other referral sources seem to produce inquisitive potential clients that are at best luke warm? Through facilitation, in inter-disciplinary groups, review processes that have proven results and create your own process to implement with your referral sources and team.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director