Your Client’s Employee Benefits Package
December 17, 2015
What Rich People Really Want
December 17, 2015
The Four Keys To Marketing Your Practice
$25.00
This presentation will share what Mark Merenda has learned in 18 years of marketing professional services. It will discuss branding and image; building a professional referral network; marketing directly to the consumer; and using the Internet to attract your ideal clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘The Four Keys To Marketing Your Practice’
This presentation will share what Mark Merenda has learned in 18 years of marketing professional services. It will discuss branding and image; building a professional referral network; marketing directly to the consumer; and using the Internet to attract your ideal clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘The Four Keys To Marketing Your Practice’
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What Now for Estate Planning – 20% Off – Full 9 Part Series
$180.00What Now for Estate Planning Attorneys and Their Practice?
March 22, 2013, San Diego, CA
COMPARE AND CONTRAST VENDORS AND PROGRAMS THAT WANT TO HELP YOU INCREASE YOUR REVENUE
The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to
compare and contrast various services such as marketing, drafting software, practice management, communication
software, and education programs – all in one place! Join us for a full day with the providers themselves –
understand the tools available to help you determine what you should be doing to attract, engage, and work with your
favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.(Purchase of this product will include an Audio recording of each presentation and a PDF copy of most presentations.
Some presentations were presented using proprietary software and no Power Points were provided.) -
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Business Owners with More Than 50 Employees
$25.00With margins for these business owners having been so tight over the past few years, the increased cost of health care for their employees may cause many businesses to go into the red. Join the leadership team as they reveal the truths behind health care reform and how it affects the business owner that is your client. Come away with the language and tools to help your client see into the future, understand the real risks, and plan for the contingencies.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Sharp HealthCare Executive Leadership Team
Click play to watch a short video about ‘Business Owners with More Than 50 Employees’
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Shifting Focus to Grow Your Business
$25.00Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
