Monetizing Current/Future Business Owner and Advisor Relationships
August 25, 2015
Your Client Will Run Out of Money Without a Proper Distribution Plan – For Attorneys
August 25, 2015
Marketing Lessons From The Movies
$25.00
This fascinating and funny session uses clips from the movies and television to illustrate crucial marketing lessons that you will never forget!
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Marketing Lessons From The Movies’
This fascinating and funny session uses clips from the movies and television to illustrate crucial marketing lessons that you will never forget!
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Marketing Lessons From The Movies’
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LinkedIn New Business Class – How to Generate Referrals in Less Than 5 Minutes
$25.00In 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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Mistakes & Lessons – Marketing and Practice Management
$25.00Join Shelley and friends as they share practical tools to launch your practice into the next generation with social media mastery, client conversion strategies and tracking, and your dream cloud software package. Find out how to make it (and how not to) all flow and work together like a fine-tuned machine!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Shelley Lightfoot
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Dunham Trust Company
$25.00In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham
Click play to watch a short video about ‘Secrets from the BoardRoom – Trusts & Public Mutual Funds for Accountants’
