WHAT’S YOUR WHY?
wanted to be.
To take care of families. We have discovered that is the “why” of almost every estate planning attorney we have met. We want to equip attorneys and their teams to transcend from transactional to relational, to increase profits, so they can take care of families when it matters most.
Your clients deserve it. So do you. We help make it happen.
We know you care deeply about your clients and want to ensure the welfare of their families when it really matters at the time of death or disability
Value that delivers
We understand cash flow can be a continuous struggle. Through CCA, gain the skills to make compensation commensurate with the high value you deliver to your clients
Achieve a greater, more rewarding balance between your professional and personal life while instituting mutually beneficial systems for you and your clients and their families
This is fundamental to our process, you will be reputed as a trusted advisor and gain more high caliber & multi-generational clients
Your team is your biggest asset
One simple fact that sets us apart from other coaching programs is that we train your entire team because we know they are eager to learn and grow along with you
Your firm’s chances of success will vastly improve with the assistance of experienced mentors, we stand behind you beyond the Foundations Workshop™ to lend you continued support
When you invest in Client Care Academy, we guarantee you will see results. You will be profitable and create a customized ongoing client care program you can implement immediately. We know you can transcend the transactional approach to estate planning, and you can increase your firm’s revenue while doing so; you and your team. After completing CCA, you will be able to communicate the immense value of your ongoing client care program to clients, and once they discover that you are taking care of their family, you will be compensated consistent with the increased value you now provide.
Beyond the increase in profits, Client Care Academy helps attorneys and their team members get back to the original reason they entered into this professional service in the first place, to take care of families. CCA goes beyond guiding you through creating your own customized, profitable, and sustainable asset alignment process and client care program that provides immediate value to the client and their families. We help you shift your mindset from transactional to relational. In today’s world, relationships are key and people place immense weight on interactions and personalization when considering brands and services. CCA teaches you how to
invest in developing long-lasting client relationships so you can attract better clients, gain better referral sources, and tailor each estate plan to truly take care of clients and their families when it really matters.
The Client Care Academy was created, tested and refined over the course of several decades by Vinnie Bonazzoli, his dedicated team and the many loyal clients who share his vision of an estate planning practice centered on caring for families throughout their lives.
Vinnie established his solo practice, now the Family Estate Planning Law Group, in 1990, determined to create processes and systems to keep estate plans up-to-date and promote regular communication with clients. Despite all of his best efforts, he realized he’d approached the problem of providing the best possible client care in the wrong way. Keeping documents up to date, or pressing clients to return for document updates wasn’t the problem. It was helping clients to fully understand the value of aligning the assets they owned—and had worked a lifetime to achieve—with their estate plan.
This revolutionized the way he approached his practice. While quality estate planning documents are a necessary part of any estate plan, his focus shifted to educating clients on the impact of asset ownership on their plan. As the success of this approach grew, Vinnie received numerous inquiries from other estate planners about his client care program. Other firms wanted to know how he’d created such a program, especially one so popular with clients, so he decided to share what he’d learned through trial and error over the years.
To date, the Academy has trained hundreds of attorneys and paralegals from across the country with a fully-developed client care program. These firms have gone on to grow and produce successful programs of their own, each with their own unique flavor. Vinnie’s own practice, Family Estate Planning Law Group, thrives, with more than 500 clients in the firm’s client care program.