help_outline Skip to main content
Shopping Cart
cancel
HomeDTP EventsBerkeley, California - Chapter Meeting

DTP Events - Event View

This is the "Event Detail" view, showing all available information for this event. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

Berkeley, California - Chapter Meeting

When:
Tuesday, March 2, 2021, 8:15 AM until 9:30 AM
Where:
CA  
Additional Info:
Contact(s):
Jason A Russell
510-844-4772 (p)
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
No Fee
No Fee
No Fee
No Fee



About Divorce Transition Professionals (DTP)

 

Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specializes in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more......

This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.



This Month's Program


Mary Cravets

 

Magnify Your Messaging: How to Explain Your Business so You Attract Great Clients

What you do is amazing. It’s transformational. And… it can be REALLY hard to explain! How do you describe the value of what you do so you're attracting new clients, instead of confusing or overwhelming people?

In this class, we will have a frank discussion about the counter-intuitive leap you'll need to make in order to speak directly to the deepest desires of your prospective clients.

Come ready to challenge your assumptions and make a big shift in how you're talking about your business!

Participants will:

  • Dig into why you feel it’s so important to explain what you do, and shine a light on when (with the best of intentions) you’re making the conversation about you instead of your prospect
  • Discover the right time to explain the mechanics of your business, and why this timing is so important
  • Develop a clear, compelling answer to the question “what do you do?”
  • Step back and look at the bigger picture by assessing the 6 essential elements of client generation so you can attract more great clients, without working nights and weekends

Mary Cravets is a Client Generation Expert and International Speaker, who helps entrepreneurs significantly grow their businesses without working nights and weekends. Using her methods, the majority of her clients quickly increase their income by 50% or more.

Mary’s clients include the former CFO of Microsoft North America, thought-leaders in the coaching industry and rising stars in a variety of other professions, including doctors, lawyers, consultants, and graphic designers.

Mary is also an avid roller coaster enthusiast, obsessed with otters, longtime NAWBO member and a member of her local NAACP branch.













DTP Berkeley Chapter Leader



Jason Russell, Financial Advisor

I have 30 years of a diverse professional life in international markets. As a 'serial entrepreneur' I built successful small businesses which included bars and restaurants in Prague, an export and distribution business in India; a franchise of English language schools for children in Italy; and finally a real estate investment company in Florida.
Each chapter of my professional life presented its own challenges and opportunities and contributed in profound ways to my ability to assess situations, listen with great care, identify pain points and provide real, tailored solutions. As an Edward Jones financial advisor, I have found my calling.

PHILOSOPHY
I take the time to get a clear understanding of what's important to my clients, then use an established process to build personalized strategies to help achieve their goals. Finally, I partner with them throughout their lives to help keep them on track. Many of my clients seek to achieve their financial goals through investments which are in alignment with their ethics. To that ends, I work deeply with my clients to build portfolios suitable to their financial goals while incorporating ESG investing principles (Environmental, Social, and corporate Governance).

MY CLIENTELE
While I welcome the opportunity to meet with anyone who has questions and/or concerns about their financial life, and to seek mutual agreement if we are a 'good match' of client and advisor, I also focus on two major demographics:
--Early to Mid-Career Professionals seeking to design a 'work optional' lifestyle who may have irregular streams of income (small business owners, real estate agents/real estate investors, sales representatives, etc.)
--Late career households which are approaching or already living in retirement with concerns about maximizing their investments to live a full life in a tax efficient way, not outlive their money and leave a legacy for their loved ones and/or charitable causes important to them.




 

 



DTP President & Founder


Neil Palache
The Wealth Creator Company For Women

Tel: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.