We are so excited about presenting the Foundations Workshop in partnership with WealthCounsel and ElderCounsel on September 20 – 21 in Orlando, Florida. Details and registration information can be seen here. You will leave this program with everything you need to start your own unique client care program, one designed by you for your practice. That
Read More...
We estate planning and elder law attorneys know how important it is to update documents, check beneficiary designations and title assets properly. But just as leading your favorite horse to water does not mean he will drink, no amount of cajoling, pleading or even describing nightmare scenarios will move most clients to update their estate
Read More...
Put a handful of estate planning attorneys or elder law attorneys in a room, and sooner or later the topic of profitability will come up—along with a list of complaints about clients and billing: Small matters that blossom into large matters and were retained on a fixed fee; Clients who don’t understand how much time
Read More...
We are pleased to announce that Client Care Academy is partnering with WealthCounsel and ElderCounsel in presenting a special Foundations Workshop program in September, which will be here before you know it! The Foundations Workshop will be held at the Hyatt Regency Orlando International Airport, taking place on Thursday, September 20, starting at 1:30 PM
Read More...
