Clients want their estate plan to be a set-it-and-forget-it, one-time transaction. They have to really “get” why updating an estate plan on a regular basis is important—and they have to get to this on their own. We train attorneys in how they can get clients to this answer in the Client Care Academy. It’s harder than you’d
Read More...
We’ve been to Symposium before, but this time, it was different. The level of excitement and interest about the Client Care Academy, the book (How an Ordinary Lawyer Creates and Sustains an Extraordinary Client Care Program) and the two upcoming workshops –one in September and a second in November—generated a lot of attention and excitement. Here’s what
Read More...
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
Read More...
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
Read More...
