Creating Your Customized Client Care Program Workshop

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.

Registration & Investment

• Standard Fee: $14,995 per firm (includes up to three attendees)
• Additional Attendees: $1,000 per person beyond the initial three
• Early Bird Rate: $13,495 if you register by December 31, 2024

For questions, contact us at [email protected] or call us directly. Our team is here to assist you.