$25.00
Celesd will have a conversation with you about the financial and emotional benefits of pre-arranging funeral and cemetery needs long before the need arises. What you learn in this course will position you to better help your clients understand the advantages of pre-planning and securing this final piece, and how it will positively impact their overall financial and family protection strategies. We will also discuss how to supplement your service offerings through professional collaboration.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Celesd. F. Willoughby, Advanced Planning Department Manager for Dignity Memorial
Celesd will have a conversation with you about the financial and emotional benefits of pre-arranging funeral and cemetery needs long before the need arises. What you learn in this course will position you to better help your clients understand the advantages of pre-planning and securing this final piece, and how it will positively impact their overall financial and family protection strategies. We will also discuss how to supplement your service offerings through professional collaboration.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Celesd. F. Willoughby, Advanced Planning Department Manager for Dignity Memorial
A 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.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'The Power of Parables'
Working with clients and their advisors can be full of different dynamics and models. From a collaborative approach to a one time technician approach, this session will explore various models of working with clients and their advisors. Often times, professionals have difficulty balancing their time, expertise, and/or services with proper compensation for the appropriate effort involved. You will learn how to navigate through those discussions and find out how to be compensated for the work you do and the expertise you have.
(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 'Client Facilitation'
In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham
Click play to watch a short video about ‘Secrets from the BoardRoom – Trusts & Public Mutual Funds for Accountants’