Creating Your Customized Client Care Program Workshop
The Future of Client Care Starts Here
Our 2025 workshop has officially wrapped—thank you to everyone who joined us! We’re already planning what’s next. Stay tuned for event dates and details for 2026 as we continue helping attorneys design, build, and grow impactful client care programs that unlock predictable revenue and deepen client relationships for sustainable growth.
Why Attend the Client Care Academy Workshop?
- Accelerate Profitability: Develop a reliable client care program that not only adds value but also drives ongoing, predictable revenue streams.
- Proven Success Stories: Leverage our decades of experience and refined methodologies to help your firm achieve measurable results—faster.
- Tailored to Your Practice: Work closely with our experts to design strategies that meet your firm’s unique challenges and client needs.
- Build Trust: Move beyond transactional client engagements and learn how to foster lasting, meaningful relationships that stand the test of time.
- Support: Gain access to post-workshop resources, ensuring you maintain your momentum and reach your firm’s full potential.
What You’ll Leave With
- A Unique Client Care Program for Your Firm: With guided instruction, your team will build a personalized client care package from scratch—naming it, pricing it, and preparing to launch it confidently to both current and past clients.
- A Roadmap to Revenue: Get a complete overview and step-by-step guidance on establishing customized pre-systems, along with introducing the Seven Sources of Revenue unique to sustainable growth.
- The SAVeT™ Program: Reverse-engineer the traditional estate planning “funding” process. Learn how to create the necessary systems for seamless asset alignment that will serve as the bedrock of your client care program.
For questions, contact us at [email protected] or call us directly. Our team is here to assist you.