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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The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
$25.00Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
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Behind the Conversation – Full 6 Part Series
$397.00Through-out our teaching courses we often get asked “but how is it really done and what do you say?” With Shelley’s help, the Fellows of the Southern California Institute have boiled down the essence of successful conversations and what is behind them. Join us for an informative and interactive day with Joe and Steve as they guide conversations on six specific subjects to help you attract, engage, and work with affluent families and business owners.
EXPECTATION MARKETING – setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings
THE COMPELLING MESSAGE – attracting and engaging through your Benefit & Process
CURIOSITY – the key to client understanding, comfort, and planning
THE POWER OF PARABLES – being vulnerable to help others see
CLIENT FACILITATION – listening, restating, understanding, and guiding toward their Summary to Action
CLIENT PARTNERING – applying “what’s behind it counseling” and rapport for deeper commitments
(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the presentations.)
Presented by Joseph J. Strazzeri, Esq.
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SCI
$25.00Whether 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
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