Last Foundations Workshop For 2018 – Still a Few Seats Open – November 29 – 30

October 2018 - CCA

Do Client Care Programs Really Work?

There’s a lot of discussion in the estate planning world about how to grow a practice, especially with the increasing commoditization of document preparation that has, frankly, threatened a lot of practitioners. We have found great success with the client care program that took decades to refine, and our clients are equally enthusiastic about the