

$1,700.00
THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?
How will your planning strategies and tools be affected? Which are safe or need to change?
How will your clients be affected – financially and emotionally?
What should you do to help?
Everything you Need to Know, Do, and Say After the Election
THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?
How will your planning strategies and tools be affected? Which are safe or need to change?
How will your clients be affected – financially and emotionally?
What should you do to help?
Everything you Need to Know, Do, and Say After the Election
This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(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 play to watch a short video about 'Curiosity in Counseling'
What Now for Estate Planning Attorneys and Their Practice?
March 22, 2013, San Diego, CA
COMPARE AND CONTRAST VENDORS AND PROGRAMS THAT WANT TO HELP YOU INCREASE YOUR REVENUE
The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to
compare and contrast various services such as marketing, drafting software, practice management, communication
software, and education programs – all in one place! Join us for a full day with the providers themselves –
understand the tools available to help you determine what you should be doing to attract, engage, and work with your
favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.
(Purchase of this product will include an Audio recording of each presentation and a PDF copy of most presentations.
Some presentations were presented using proprietary software and no Power Points were provided.)
Why is it that some referral sources introduce clients that are excited about your advice and become your perfect client; while other referral sources seem to produce inquisitive potential clients that are at best luke warm? Through facilitation, in inter-disciplinary groups, review processes that have proven results and create your own process to implement with your referral sources and team.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director