Join the Funding is Dead Movement

Client Care Academy, Author at CCA

Join the Funding is Dead Movement

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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SAVeT. Funding is Dead.

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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The First Step to Success

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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How I Learned the Work I Do is Unique

At CCA, we talk about the importance of your team, so this week, we asked Rachel Hicks, one of our valued team members at Family Estate Planning Law Group, to share her experience with attending the Foundations WorkshopTMand working with other firms: As a team member of Family Estate Planning Law Group, attending the Foundations

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