The Bucket Plan – Segmenting Your Money Based on Purpose and Time Horizon
August 4, 2017
Crisis Planning – What to do when the Worst Case Scenario Happens
August 18, 2017
LinkedIn New Business Class – How to Generate Referrals in Less Than 5 Minutes
$25.00
In today’s busy world of Social Selling, you need to make the most of the time you have online. Dean and Shelley will guide you through some amazing time-saving power moves. Learn a proven outcome-based system that allows you to dramatically increase referrals in less time. In fact, once you start the process you will literally get referrals while you sleep! Dean and Shelley will cover specific techniques to immediately use after leaving the class:
• Find business owners in your target market
• Attract new referrals from your network
• Learn how to be effective in just a few minutes online
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Dean DeLisle, Forward Progress and Shelley Lightfoot, Executive Director
In today’s busy world of Social Selling, you need to make the most of the time you have online. Dean and Shelley will guide you through some amazing time-saving power moves. Learn a proven outcome-based system that allows you to dramatically increase referrals in less time. In fact, once you start the process you will literally get referrals while you sleep! Dean and Shelley will cover specific techniques to immediately use after leaving the class:
• Find business owners in your target market
• Attract new referrals from your network
• Learn how to be effective in just a few minutes online
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Dean DeLisle, Forward Progress and Shelley Lightfoot, Executive Director
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to watch a short video about ‘Are You A MAC or a PC’
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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.
