Link & Learn Workshop Series:
Financial Wellness & End-of-Year Planning

Prepare to tackle year-end financial planning and sharpen your financial strategies as the year wraps up, ensuring you’re set for success in the new year. This session will arm you with the necessary tools to secure and advance your business’s financial health.

Event Details

• November 12, 2024

• 8:30 - 10:00 AM

• PWSB Community Room (218 E Washington St, Port Washington, WI 53074)

Speakers

• Angela Ryan, Founder, Angela & Co. and Exotic Species

• Erika Gordon, Associate Finanical Advisor

Workshop Highlights

• Personal Planning: Learn how to establish a robust financial foundation personally and professionally, while keeping personal and business finances distinct.

• Business Planning: Discover effective strategies to retain top talent through benefits and incentives aligned with your business goals.

• Taxes: Explore ways to minimize your tax liabilities and enhance financial efficiency as the fiscal year ends.

• Succession Planning: Plan for your retirement or the transfer of your business with confidence and clarity.

• Live Q&A Session: Bring your questions and get direct answers from our financial expert.

Hosted by: Angela & Co. and Downtown Port

Link & Learn Workshop Series:
Seasonal Engagement for Client Relationships

This workshop transforms the holiday season into a prime opportunity for enhancing business relationships and driving growth. It’s ideal for business leaders and account managers looking to utilize the festive season to reinforce client loyalty, increase referrals, and enhance conversions.

Event Details

• October 8, 2024

• 7:30 - 9:00 AM

• PWSB Community Room (218 E Washington St, Port Washington, WI 53074)

Speakers

• Angela Ryan, Founder, Angela & Co. and Exotic Species

• Jamie Shibley, Co-Founder & CEO, The Expressory

Workshop Highlights

• Identifying Key Relationships: Understand which connections can significantly impact your business growth and how to nurture them.

• Deepening Your Knowledge: Gain insights into gathering and utilizing information about your contacts to tailor your engagement effectively.

• Thematic Engagement: Discover how to select themes that resonate with your audience and strengthen your relationship through meaningful interaction.

• Crafting Touchpoints: Learn to develop strategic storylines that integrate your appreciation and gratitude, creating memorable experiences for your clients.

By the end of this session, you’ll have a clear plan to make the most out of your seasonal engagements, ensuring your gestures of appreciation leave a lasting impression and pave the way for a fruitful business relationship.

Hosted by: Angela & Co. and Downtown Port

Link & Learn Workshop Series:
Finding & Landing Right-Fit Clients

An insightful breakout session where we'll delve into the core principles of client acquisition and how they can revolutionize your client acquisition approach.

Event Details

• September 10, 2024

• 7:30 - 9:00 AM

• PWSB Community Room (218 E Washington St, Port Washington, WI 53074)

• BONUS: Receive a FREE copy of Craig’s Book, Trusted Advisor Confidential

Speakers

• Angela Ryan, Founder, Angela & Co. and Exotic Species

• Craig Lowder, Founding Principle, Mainspring Sales

Workshop Highlights

You will learn the formula for right-fit client acquisition from Craig Lowder’s book, ‘Trusted Advisor Confidential’ called the NavSTAR Client Acquisition℠ System, six steps — called STARS:

• Targeting Is Star One: Focus your efforts on prospects that match your expertise perfectly.

• Messaging Is Star Two: Develop messages that resonate deeply with your target audience, fostering engagement and interest.

• Business Development Process Mapping is Star Three: Optimize your client acquisition process for peak efficiency and effectiveness.

• Business Development Success Scorecard is Star Four: Measure your progress and fine-tune your system with precise metrics.

• Lead Generation Is Star Five: Employ innovative methods to attract a consistent flow of potential right-fit clients.

• Feed The Funnel Is Star Six: Expertly nurture leads to ensure a continuous stream of new right-fit clients.

• Through this workshop, we'll explore The Connector Compass™, a powerful tool that will guide you in identifying, engaging, and nurturing valuable referral networks.

About Craig Lowder:

Craig Lowder is a client acquisition specialist with a 40 year track record of empowering independent trusted advisors such as accountants, attorneys, business consultants, and financial/wealth advisors to achieve their business growth and income goals.

Hosted by: Angela & Co. and Downtown Port

Link & Learn Workshop Series:
Leveraging Content & Social Media in 2024

Whether you’re looking to boost your social media presence or just starting out, this workshop will provide valuable insights, recommendations and live Q&A about online content creation and the social media landscape.

Event Details

• August 13, 2024

• 7:30 - 9:00 AM

• PWSB Community Room (218 E Washington St, Port Washington, WI 53074)

Speakers

• Angela Ryan, Founder, Angela & Co. and Exotic Species

• Catherine Melotik, Founder, CemartCreative

Workshop Highlights

• Overview of Platforms & Their Audiences: Understand the best platforms for your needs and the demographics they attract.

• Current Social Media Landscape: Dive into the trends and strategies that are shaping the way we use social media.

• Types of Content & When to Use Them: Learn about the various types of content available and how to effectively deploy them.

• Basics of Content Creation: Get practical advice on creating engaging and effective content.

• Live Q&A Session: Have your specific questions answered by our expert speakers in real-time.

Hosted by: Angela & Co. and Downtown Port