Creating Your Customized Client Care Program Workshop
Creating Your Customized Client Care Program Workshop
Save the date for our next workshop! March 30th-31st, 2023 from 9am-4pm at the Hyatt Regency Boston Harbor in Boston.
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.
RESERVE YOUR SPACE FOR THE MARCH WORKSHOP!
The cost for the Client Care Program Workshop is $8,000 (per firm, up to three attendees) and $500 per person for any additional attendees beyond three from the same firm. We encourage you to bring team members!
For the Workshop, please use the registration form here. Any questions, call or email [email protected].
To get your best value – register today!
