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Conversations with Your Clients – This Week – April 30, 2020

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Conversations with Your Clients This Week 

Timely Webinar Series with Simon and Joe

Current Case Studies with Guest Caroline Banzali, Partner at Squar Milner

Join industry leaders, Caroline Banzali, Simon Singer and Joe Strazzeri, as they continue this frank conversation about the importance of how we communicate with our clients during these difficult and unprecedented times as a myriad of challenges and fears unfold before us.

In the first 10 minutes we will recap the concentration of the last three webinar’s:

  • The legal, financial, business, and social environment;
  • What is Behind Your Conversation with Curiosity and Facilitation as your allies;
  • Commonalities of how our experts got to what it is “Really About” and ultimate clarity of the client’s: problem(s), possible solution(s), and summary to action plan; and
  • The 4 Buckets of what is on business owners’ minds right now regarding the CARES Act and PPP.

Then Caroline, Simon, and Joe (seasoned experts in tax, financial advice, life insurance, trust, legal, and counseling) will discuss the most recent technical details of the new CARES Act and Stimulus (PPP) packages, specifically focusing on the loan forgiveness portion of the program including calculation of forgiveness amount, what constitutes payroll costs, application for forgiveness, deferral period, interest accrual, tax consequences, misuse of funds, and more.  

We will review actual conversations and current case studies of business owners in the past week who have received a small business loan and are now turning to their trusted advisor to help them understand the details and requirements surrounding forgiveness and/or repayment.

This will be a dynamic back and forth conversation about Understanding What Your Clients Are Really Asking as well as “phraseology” that not only answered what the client called about but also the true drivers “Behind the Conversation.”

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Joe Strazzeri and Simon “Stuffy” Singer, with guest, Caroline Banzali

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Description

Conversations with Your Clients This Week 
Timely Webinar Series with Simon and Joe

Current Case Studies with Guest Caroline Banzali, Partner at Squar Milner

Join industry leaders, Caroline Banzali, Simon Singer and Joe Strazzeri, as they continue this frank conversation about the importance of how we communicate with our clients during these difficult and unprecedented times as a myriad of challenges and fears unfold before us.

In the first 10 minutes we will recap the concentration of the last three webinar’s:

  • The legal, financial, business, and social environment;
  • What is Behind Your Conversation with Curiosity and Facilitation as your allies;
  • Commonalities of how our experts got to what it is “Really About” and ultimate clarity of the client’s: problem(s), possible solution(s), and summary to action plan; and
  • The 4 Buckets of what is on business owners’ minds right now regarding the CARES Act and PPP.

Then Caroline, Simon, and Joe (seasoned experts in tax, financial advice, life insurance, trust, legal, and counseling) will discuss the most recent technical details of the new CARES Act and Stimulus (PPP) packages, specifically focusing on the loan forgiveness portion of the program including calculation of forgiveness amount, what constitutes payroll costs, application for forgiveness, deferral period, interest accrual, tax consequences, misuse of funds, and more.  

We will review actual conversations and current case studies of business owners in the past week who have received a small business loan and are now turning to their trusted advisor to help them understand the details and requirements surrounding forgiveness and/or repayment.

This will be a dynamic back and forth conversation about Understanding What Your Clients Are Really Asking as well as “phraseology” that not only answered what the client called about but also the true drivers “Behind the Conversation.”

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Joe Strazzeri and Simon “Stuffy” Singer, with guest, Caroline Banzali