Customized Client Care Program Workshop

May 2nd-3rd, 2024 from 9am-4pm at the Hyatt Regency Boston Harbor in Boston.

What We’ll Cover

1. 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.
2. Introduction, overview, pre-systems for creating your customized client care program, and the Seven Sources of Revenue.
3. 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.

Additional Information