Building a More Modern Portfolio
December 17, 2015
Tax-Advantage Opportunities for Business Owners
December 17, 2015
Introducing Collaborative Partners & Understanding Their Revenue
$25.00
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
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
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Expectation Marketing
$75.00Often times when you are marketing to potential clients or referral sources, you may not receive your ideal client or referrals. In this session, you will learn why it is important to set the stage before the first meeting and lay out the expectations prior to, allowing for a smoother initial visit. Learn specifics on how to implement a proper marketing approach that gives potential clients and referrals sources a window into who you are and your expectations before hand.
(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
Check out the short video below to learn more about 'Expectation Marketing'
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Social Media – Creating Your Online Presence and Keeping Compliant?
$25.00Clients 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. Many advisors today are faced with the challenge of creating an online presence that also keeps the compliance officers happy. Join Jeff and Rob 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.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication
Click play to watch a short video about ‘Social Media – Creating Your Online Presence and Keeping Compliant?’
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California Forum for ICAs – Full 12 Part Series
$300.00$240.00The 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 DirectorAmerica’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 AdvisorToday’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, CPASecrets from the Boardroom? Trusts & Public Mutual Funds
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client AnalystRealities and Benefits of Using Alaska Trusts
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.MSocial Media – Creating Your Online Presence and Keeping Compliant?
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and CommunicationThe Four Keys To Marketing Your Practice
Presented by Mark MerendaMarketing 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.)
