March 6-7, 2025 from 9am-4pm at the Hyatt Regency Boston Harbor in Boston (directions).
What We’ll Cover
- SAVeT™ Program – Focus on reverse-engineering the traditional estate planning “funding” process and developing the systems needed for asset alignment (traditionally called “funding”) in preparation for a client care program.
- Introduction, overview, pre-systems for creating your customized client care program, and the Seven Sources of Revenue.
- With your team, you will create your own customized client care program, name it, price it and be prepared to introduce the program to both current and former clients.
Why Choose the Client Care Academy?
- Proven Results: Our methods, refined over decades, are designed to help practices like yours thrive.
- Tailored Solutions: Customize our approach to fit the unique needs of your firm and clients.
- Deepened Relationships: Move beyond transactional processes to build meaningful, trusting connections with your clients.
- Increased Revenue: Implement a sustainable client care program that drives profitability and growth.
- Continuous Support: Benefit from ongoing resources and guidance to ensure long-term success.