Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!
July 29, 2016
How to Turn Opportunity Into Revenue
August 1, 2016
The Big 10 Questions Every Client is Thinking About
$25.00
You’ve done your “targeted” marketing correctly and have the right person sitting in front of you, fully qualified…Now what? During the initial consultation you can easily, effortlessly and automatically build trust, establish credibility, exude confidence, and maintain control of the interview without being controlling. In this talk, Max and Shelley show us exactly how to anticipate these questions and clearly and succinctly articulate our answers, prompting potential clients not to say at the end of the initial interview, “This sounds good…Let me think about it.” but rather, “This sounds good…How do we get started?”
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Max Bolka and Shelley Lightfoot, Executive Director
You’ve done your “targeted” marketing correctly and have the right person sitting in front of you, fully qualified…Now what? During the initial consultation you can easily, effortlessly and automatically build trust, establish credibility, exude confidence, and maintain control of the interview without being controlling. In this talk, Max and Shelley show us exactly how to anticipate these questions and clearly and succinctly articulate our answers, prompting potential clients not to say at the end of the initial interview, “This sounds good…Let me think about it.” but rather, “This sounds good…How do we get started?”
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Max Bolka and Shelley Lightfoot, Executive Director
Related products
-
Add to cart
Expectation Marketing
$75.00Often times when you are marketing to potential clients or referral sources, you may not receive your ideal client or referrals. In this session, you will learn why it is important to set the stage before the first meeting and lay out the expectations prior to, allowing for a smoother initial visit. Learn specifics on how to implement a proper marketing approach that gives potential clients and referrals sources a window into who you are and your expectations before hand.
(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
Check out the short video below to learn more about 'Expectation Marketing'
-
Add to cart
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
Click play to watch a short video about ‘SCI’
-
Add to cart
Philanthropic Planning in SD with Sharp HealthCare
$25.00During the last decade the Foundations of Sharp HealthCare, through helping advisors and their clients, have generated more than $160 million in philanthropy. For many years, Sharp has been the beneficiary of not only generous planned gifts from individuals and families, but also of the support, engagement, and advice of gift and estate planning professionals; notably through the Sharp Family of Advisors and its series of small group forums. Learn how to be part of the Sharp Family of Advisors, help your clients, and stay informed in the ever changing health care landscape.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Bill Littlejohn, CEO, Sharp HealthCare Foundation
Click play to watch a short video about ‘Philanthropic Planning in SD with Sharp HealthCare’
