Same Old Estate Planning Practice or Something New and Different?

Same Old Estate Planning Practice or Something New and Different?

Back-to-school means different things for different people. For college kids, it’s back to studying and catching up with their friends. For younger students, it’s time to show off how tall they got over the summer or a new wardrobe (or phone).

For estate planning attorneys, it’s time to prepare for other end-of-year traditions:

  • Clients who wait until the weeks between Thanksgiving and Christmas to meet a December 31 deadline for a multitude of tasks.
  • Clients who put off updating their estate plan until after the holidays.
  • Clients who wake up after postponing appointments all year and want to have everything done by December 31.

If you’re groaning because you recognize one or more of these traditions and have sworn every year that it’s just not going to happen THIS time, we have a solution. It’s called a client care program, and we can help you put it into place faster than you ever imagined.

It will help you move away from clients who don’t value your time or your knowledge, making you and your team frantic with last-minute details and changes. It will weed them out, to be replaced by clients who value your services, are ready to work with you to take care of their estate plan in a timely basis and will even pay you annually to be a member of your client care program.

You don’t have to wait until next year to implement this plan either. We’ve got two programs this fall that can get you and your team started. You’ll leave the Foundations Workshop with a year-long plan in place, ready to go when you walk in the door the following Monday morning. By the end of 2018, you’ll already be seeing changes in your office, in your team, and in the kinds of clients who walk in your door.

We will show you how to create an effective, profitable and sustainable client care program that takes care of clients and generates predictable recurring revenue that helps your practice grow in size and profitability.

Here’s how to make this happen:

If you are a member of WealthCounsel or ElderCounsel, you are invited to join us on September 20 -21 at the Hyatt Regency Orlando International Airport. Please click here to learn more and to register. Enjoy the video of Client Care Academy founder Vinnie Bonazzoli speaking about the workshop.

We are also offering the Foundations Workshop on November 29-30th, also at the Hyatt Regency Orlando International Airport. You can register here, on the Client Care Academy website.

Two important points to note:

  • If you are thinking about doing this, don’t wait—the prices of the workshop are going up to $7,995 in 2019.
  • You know the saying: if you keep doing what you’ve been doing, you’ll keep getting what you’ve been getting.

Questions? Contact Program Coordinator Megan Davitt [email protected] or call 888-341-6222.

Let’s take your practice to extraordinary!TM