

$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’
WealthCounsel has helped thousands of members build rewarding practices for more than 15 years.
Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and
serve clients with compelling services in a post-ATRA world.
(Purchase of this product will include an Audio recording of the presentation. Presentation made
using proprietary software and no Power Point was used.)
Presented by Matt McClintock
Premier has unique practice area add-ons and a one of a kind support forum with live web based classes, training videos, best practice knowledge base and more. They are committed to use of technology to make you and your staff far more efficient and effective in all you do.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Tom Caffrey
Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’
Between 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’