$450.00
(Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.)
Improve Your Quiet Confidence
The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with. In this collaborative model, Laureates learn:
$4,500 Participation Fee
Program Dates: Tuesday, May 1 – Saturday, May 5, 2018
Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.
Enrollment in this program also entitles you to attend the Gathering 2018. Upon completion of this purchase, you will receive an email with instructions.
(Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.)
The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with. In this collaborative model, Laureates learn:
wealth strategies client partnering; benefit and process marketing;
advanced case management – process and protocols; and
integrated wealth strategies case studies in review, design, implementation, and maintenance labs.
$4,500 Participation Fee
Program Dates: Tuesday, May 1 – Saturday, May 5, 2018
Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.
Enrollment in this program also entitles you to attend the Gathering 2018. Upon completion of this purchase, you will receive an email with instructions.
Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. But the two most common questions are “What do I say?” and “How do I say it?” – join Shelley and Joe as they discuss what’s really important and how you can deliver a consistent and effective message during all those conversations and presentations to lead to larger engagements with your favorite type of clients.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Shelley Lightfoot, Executive Director and Joseph J. Strazzeri, Esq.
Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler and Joseph J. Strazzeri
Click play to watch a short video about ‘Business Valuations LTD’
The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.
Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’