

$25.00
“Partnering”, “fee sharing,” and the ubiquitous “networking” and “collaborating” are almost always more sizzle than steak terms. If you don’t abide by the mantra doing the same thing over and over again will produce different results; when you’re a carpenter with a hammer, everything looks like a nail; or wondering what anyone has done for you lately, SCI’s Thursday Insights and my goal is to challenge you to leverage your talents, what and who you know, and to give others what they want…. NOT what you think they need! While this session will not teach you to turn lead into gold, it will provide some rare, and some common sense, insights on how to better approach relationship.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler, PhD, CBA, AVA
Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’
“Partnering”, “fee sharing,” and the ubiquitous “networking” and “collaborating” are almost always more sizzle than steak terms. If you don’t abide by the mantra doing the same thing over and over again will produce different results; when you’re a carpenter with a hammer, everything looks like a nail; or wondering what anyone has done for you lately, SCI’s Thursday Insights and my goal is to challenge you to leverage your talents, what and who you know, and to give others what they want…. NOT what you think they need! While this session will not teach you to turn lead into gold, it will provide some rare, and some common sense, insights on how to better approach relationship$.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler, PhD, CBA, AVA
Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’
Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help. Join Shelley to learn more about Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and our Speakers Bureau.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Shelley Lightfoot
Click play to watch a short video about ‘SCI’
WealthCounsel has helped thousands of members build rewarding practices for more than 15 years.
Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and
serve clients with compelling services in a post-ATRA world.
(Purchase of this product will include an Audio recording of the presentation. Presentation made
using proprietary software and no Power Point was used.)
Presented by Matt McClintock
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’