$25.00
Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Pablo as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.
(Purchase of this product will include an Audio recording and PDF copy of the presentation.)
Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Attorney
Click play to watch a short video about ‘From Their Perspective – How to be Relevant in Google-Land’
Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Pablo as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.
(Purchase of this product will include an Audio recording and PDF copy of the presentation.)
Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Attorney
Click play to watch a short video about ‘From Their Perspective – How to be Relevant in Google-Land’
So, you tried it yourself, you paid others, and you got even more frustrated – at best your increase in business has been inconsistent and you are thinking this is a waste of time! Today, true message impact and the steps to get there will be unveiled. Join the party . . . and the future!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Dean DeLisle
PREVIEW:
This fascinating and funny session uses clips from the movies and television to illustrate crucial marketing lessons that you will never forget!
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Marketing Lessons From The Movies’
The Southern California Institute presented the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.
This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.
A New Way to Attact Business Owners
Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive Director
America’s New Gold Rush: Working with Affluent Foreign Nationals
Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq. (PDF Only)
Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.
Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial Advisor
Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and those “Other Investment Classes”
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®
Captive Insurance Companies – Opportunities and Hazards
Presented by Celia Clark, Esq. and Joe Strazzeri, Esq.
Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs, and Five Needs?
Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA
Secrets from the Boardroom? Trusts & Public Mutual Funds
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst
Realities and Benefits of Using Alaska Trusts
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M
Social Media – Creating Your Online Presence and Keeping Compliant?
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication
The Four Keys To Marketing Your Practice
Presented by Mark Merenda
Marketing Lessons From the MoviesYour Practice
Presented by Mark Merenda (PDF Only)
(Purchase of this product will include Audio recordings, and PDF copies of the presentations.)