This week, Client Care Academy will be attending the annual Symposium presented by WealthCounsel and ElderCounsel in San Diego. We hope you’ll come by and say hello to Vinnie Bonazzoli, Steve Riley and Megan Davitt – we’ll be at booth # 2. We’ll be talking with WealthCounsel and ElderCounsel members, estate planning attorneys and elder
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The simple answer is because they are not easy to create from scratch. We know that first-hand –it’s taken us decades to create the systems and processes that we used in our own client care program. The Client Care Academy was a natural outgrowth of our sharing our knowledge with other attorneys. Like so many
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We are so excited about presenting the Foundations Workshop in partnership with WealthCounsel and ElderCounsel on September 20 – 21 in Orlando, Florida. Details and registration information can be seen here. You will leave this program with everything you need to start your own unique client care program, one designed by you for your practice. That
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We estate planning and elder law attorneys know how important it is to update documents, check beneficiary designations and title assets properly. But just as leading your favorite horse to water does not mean he will drink, no amount of cajoling, pleading or even describing nightmare scenarios will move most clients to update their estate
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