Family Businesses: Options for Growth, Succession, and Exit
June 8, 2018
California Forum 2018 – Today’s Solution for Family Businesses
June 14, 2018
LA Exit Planning Institute (EPI) – Business Owner’s Forum 2018
$99.00
The Los Angeles Chapter of the Exit Planning Institute (EPI) is hosting the Business Owner’s Forum 2018.
Click Here for more details, list of topics, and presenters.
Hosted by the Greater Los Angeles Exit Planning Institute and the City of Commerce. Contact Melisa Silverman at (818) 758-8457.
The Los Angeles Chapter of the Exit Planning Institute (EPI) is hosting the Business Owner’s Forum 2018.
Click Here for more details, list of topics, and presenters.
Hosted by the Greater Los Angeles Exit Planning Institute and the City of Commerce. Contact Melisa Silverman at (818) 758-8457.
Related products
-
Add to cart
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'
-
Add to cart
How to Protect Your Business Owner Clients’ Most Valuable Assets
$25.00This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CPU, CLU and Joe Strazzeri, Esq.
Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'
-
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’
