What Rich People Really Want
December 17, 2015
Building a More Modern Portfolio
December 17, 2015
Rising Above The Numbers/Technical – Real Planning Done Right
$25.00
Join Scott and Marty to review a case study from a funding and outcome perspective. See how the correct tax answer may have underserved the client’s desires and how Scott’s process attracted and bonded the client to the “solution” and his practice. Focus on and protect the most important values and objectives of the client while still serving the tax, numbers, and technical factors – a practical discussion to apply in your business.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Scott Noble, CPA, PFS & Marty Burbank, Esq.
Join Scott and Marty to review a case study from a funding and outcome perspective. See how the correct tax answer may have underserved the client’s desires and how Scott’s process attracted and bonded the client to the “solution” and his practice. Focus on and protect the most important values and objectives of the client while still serving the tax, numbers, and technical factors – a practical discussion to apply in your business.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Scott Noble, CPA, PFS & Marty Burbank, Esq.
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(Purchase of this product will include a PDF copy of the presentation.)
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Click play to watch a short video about ‘Business Owners with More Than 50 Employees’
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WealthCounsel
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Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and
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The Elusive $15MM – $75MM Entrepreneurial Family
$25.00Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM+ lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.
Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’
