$25.00
Premier has unique practice area add-ons and a one of a kind support forum with live web based classes, training videos, best practice knowledge base and more. They are committed to use of technology to make you and your staff far more efficient and effective in all you do.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Tom Caffrey
Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’
Premier has unique practice area add-ons and a one of a kind support forum with live web based classes, training videos, best practice knowledge base and more. They are committed to use of technology to make you and your staff far more efficient and effective in all you do.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Tom Caffrey
Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’
We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
(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 & Stephanie Downer, Esq.
All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about ‘Strazzeri Mancini, LLP’
A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.
(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 'The Power of Parables'