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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The Elusive $15MM – $75MM Entrepreneurial Family
$25.00Between 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’
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Curiosity in Counseling
$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(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 'Curiosity in Counseling'
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Client Facilitation
$75.00Working with clients and their advisors can be full of different dynamics and models. From a collaborative approach to a one time technician approach, this session will explore various models of working with clients and their advisors. Often times, professionals have difficulty balancing their time, expertise, and/or services with proper compensation for the appropriate effort involved. You will learn how to navigate through those discussions and find out how to be compensated for the work you do and the expertise you have.
(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 'Client Facilitation'
