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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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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Relationships are paramount in business, service, and marketing. Estate planning may feel like it is in its own little niche, but in reality, it is in the professional services industry and cannot escape this trend. Building relationships with clients equates personalization, and this personalization is what ultimately leads to better referral sources and more consistent revenue
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