

$25.00
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’
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’
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'
What is your company doing to stay relevant, connect and drive engagement with the next generation? Don’t be left behind. Your company must understand the dramatic shift taking place in the workplace and the marketplace. Today, there are 2.4 billion millennials, they represent 36% of the workforce, control $660 billion in spending and will be 75% of your employees and customers by 2025. With valuable insights, extensive experience, and a great sense of humor, Dan delivers aha moments as he shares:
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Dan Negroni, Founder and CEO of Launchbox
Affluent clients require increasingly sophisticated strategies and tools to adequately address their estate, financial and philanthropic objectives. It is becoming more difficult as well as risky for any individual firm or practitioner to attempt to address all of these needs. As a result, it is necessary for professionals to work collaboratively. If you are interested in working collaboratively, this workshop will introduce and define the creation, structure, operation, challenges and rewards of professional collaboration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP®, EA, CFP®