America’s New Gold Rush – Working with Affluent Foreign Nationals
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Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?
August 25, 2015
Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs
$25.00
John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.
Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’
John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.
Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’
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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.
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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'
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Laureate in Wealth Strategies Program November 2017
$4,500.00Improve Your Quiet Confidence
The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with. In this collaborative model, Laureates learn:
- Wealth strategies client partnering; benefit and process marketing;
- Advanced case management – process and protocols; and
- Integrated wealth strategies case studies in review, design, implementation, and maintenance labs.
Program Dates: Tuesday, November 7 – Saturday, November 11, 2017
Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course
