Social Media – “Smocial” Media
March 19, 2017
Cloud Based Software – Everything You Always Needed and Wanted
March 19, 2017Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?
$25.00
How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Darin will explain how to use potential client conversion software while remaining profitable and professional.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Darin Adams
PREVIEW:
How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Darin will explain how to use potential client conversion software while remaining profitable and professional.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Darin Adams
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Get More and Better Clients From Professionals and Clients
$25.00Generate consistent referrals by developing a “Stewardship” mindset and crafting your own compelling message, partnering programs, and signature events that attract and engage wealthy clients and the advisors they work with. Learn how to “vet” the best referral sources, rather than manage too many relationships – and continue to build rapport through giving value and staying “top of mind and market.” Shelley will also share The Overlooked Ingredient – how to say “thank you” in the most sincere and compelling way.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, Executive Director and Nathalie Fairfax, Professional Problem Solver
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The Compelling Message
$75.00How do you create a message for yourself and/or your firm that causes the listener to want to work with you? Many times the way we, as professionals, use words and phrases are generic and can be used across the board by other organizations and firms. Does your message include ways to communicate your unique difference amongst competitors? Are potential clients able to identify who you are, why you do what you do, and the things that make you ideal for them? Or create a desire in them to want to work with you? This session will teach you the why and how on forming this type of message.
(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 here to watch a short video on The Compelling Message.
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The Gathering 2018 – Lunch Presentation: The Southern California Institute at a Glance
$25.00Shelley, Joe, and David will share with you an overview of who the Southern California Institute is and how it helps others advisors. They will describe variety of programs hosted by SCI which occur on a weekly, monthly and annuual basis, such as The Gathering. Joe and David will highlight The Laureate Program and how it can help you grow your practice and work with higher net worth Clients, and the Advisors they work with. ning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Shelley Lightfoot, Joseph Strazzeri, Esq., and David K. Cahoone, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
