Although You May Get Some Referrals from Professionals and Clients…

Do You Have a System
That Consistently Generates Millions
in Referral Revenue Each Year?

One attorney does… and whether you’re a CPA, financial advisor, life insurance agent or estate planning attorney, you’ll want to hear all about it.

The attorney’s name is Joe Strazzeri. He and his partners have built one of the largest estate planning practices in all of California, one of the most competitive markets in the country - - not by presenting retail seminars to the public, but almost entirely through a unique, time-tested referral system.

Now, Joe will reveal his team-driven system to you on the first of a special 3-part series entitled, “A Proven System for Continuously Getting Great Referrals from Professionals and Clients”.

Part 1: Opening the Referral Process

  • How to develop the “Stewardship” mindset essential to the referral process
  • How to craft your own “compelling message” to potential referral sources (and potential clients, too)
  • How to build Wealth Advisor “Partnering Programs” by asking advisors the 9 Critical Business Questions
  • How to present “Signature Events” that attract and engage wealthy clients and the advisors they work with

Part 2: Generating Consistent Referrals From Your Best Sources

  • How to “vet” the best referral sources, rather than manage too many relationships
  • Teaching your referral sources the “Collaborative Introduction Protocol”, a process to get more referrals for their own business (as well as yours)
  • Continuing to build rapport through giving value to referral sources, so they want to partner with you
  • Staying in front of them and maintaining your status as “top of mind and market”

Part 3: The Overlooked Ingredient - - Gratitude

  • How to say “thank you” in the most sincere and moving way
  • Appropriately including the referral source in the planning process, client meetings, and correspondence
  • Generating more business for the referral source through ongoing maintenance programs and by keeping in touch regarding changes in client circumstances (such as through the “you had a grandchild” letter)
  • And much, much more!
  • Program Title: A Proven System for Continuously Getting Great Referrals from Professionals and Clients
  • Speaker:
  • Duration: 90 minutes

Joseph J. Strazzeri

J.D., Attorney, Principal
Joseph J. Strazzeri

Professional Accreditation :

Admitted to the California State Bar. Courts Admitted to: California Supreme Court; United States District Court, Southern District of California.

Education

J.D., Western State University, San Diego, CA; Undergraduate Study in Civil Engineering, Business Administration and Architecture at, respectively, Loyola Marymount University, Los Angeles, CA; University of San Diego, San Diego, CA; and New School of Architecture, San Diego, CA. A Fellow at the Esperti Peterson Institute, a Laureate in Wealth Strategies at the Laureate Center For Wealth Advisors, and a Fellow at the Southern California Institute.

Positions

Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues; Principal of The Founders Group, a Business Strategies Collaborative; Co-Founder of The Southern California Institute; Former Mediator for ARBITRATIONWORKS (A.W.), a California Dispute Resolution Corporation; Level II Arbitrator for State of California, Department of Consumer Affairs, Contractor State License Board through A.W.; Chair for the Sharp Healthcare Foundation Board of Directors; California B-licensed General Contractor; and Real Estate Developer.

Educator

Approved provider for Continuing Education through the State of California Department of Insurance. Speaker for Continuing Education for financial professionals including Certified Public Accountants, Attorneys, Fiduciaries, and Financial Planners. Former Adjunct Faculty Member of the Estate and Wealth Strategies Institute at Michigan State University. Education Fellow at the Southern California Institute. Instructor for Estate and Trust Education Resources—Exam Prep Course for the State Bar of California Certified Specialist Exam in Estate Planning, Trust and Probate Law.

Publications

Books: Co-author, “Generations — Planning Your Legacy,” 1999; Co-author, “Strictly Business — Planning Strategies for Privately Owned Businesses,” 2002; Co-author, “Giving — Philanthropy for Everyone,” 2002; Co-author, “For California Doctors – a guide to asset protection, tax, and estate planning,” 2009; Co-author, “Business Succession Planning – Strategies for California Estate Planners and Business Attorneys,” CEB 2010. Course Manuals for State of California Department of Insurance for approved Continuing Education: Trust Fiduciaries; Basic Estate Planning; Family Limited Partnerships; Advanced Estate Planning, Charitable Remainder Trusts and Asset Protection—Offshore Planning. Course materials on Irrevocable Life Insurance Trusts for the Academy of Multidisciplinary Practice, accredited by the Estate and Wealth Strategies Institute at Michigan State University.

Community Service

Former and/or present member, Board of Directors for Charities such as: The Coming Together Foundation; Army-Navy Academy; ANA Alumni Association and Sharp Healthcare Foundation.

Personal

Joseph has structured his practice to allow him and his wife Antonietta to enjoy time with their family and to be active in their community.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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