Can you believe we are weeks into December already? Wasn’t it just July? The dawn of a new decade is upon us in what will seem like mere days. At Client Care Academy, we make a commitment to walking the talk of what we will teach you in our workshops and we are committed to
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At Client Care Academy, we are starting a movement. It’s simple: Funding is Dead. You read that right. Funding is dead. It causes frustration and can deteriorate profits. If funding is dead, what’s the alternative? Asset alignment, verification and tracking. To kick off the death of funding, we attended WealthCounsel’s Symposium last week, and we
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For those of you who have already completed our Foundations WorkshopTMand those who have yet to take the leap and join Client Care Academy, we wanted to take a minute to address “funding”, or as we call it in our firm, asset alignment. We have found this to be the greatest challenge for firms once
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Joining Client Care Academy and establishing a customized, profitable, and sustainable ongoing client care program is more than just drafting a plan for new estate planning processes and client care. The impact of the concepts and approaches we teach goes much deeper. You will be strategically maneuvering your practice, team, and mindset to chart a
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