VIRTUAL SAVeT™ AND FOUNDATIONS WORKSHOP – NEW FOR 2021
Our SAVeT™ and Foundations Workshops, now offered in an interactive, live-stream format, broken up into three sessions, taking place over the course of a month. These courses are designed to transform your practice from a transactional estate planning firm that drafts documents, to a relationship-based firm built on proven systems that takes care of families, provides recurring revenue to your firm and builds a natural marketing system.
What We’ll Cover
Session 1: Thursday, September 23, 2021, Noon-5pm Eastern – 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.
Session 2: Thursday, October 7, 2021, Noon-5pm Eastern – Foundations Workshop, Part I
Introduction, overview, pre-systems for creating your customized client care program, and the Seven Sources of Revenue.
Session 3: Thursday, October 21, 2021, Noon-5pm Eastern – Creating Your Own Customized Client Care Program
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.