WealthCounsel and ElderCounsel – Come by and Say Hello!

WealthCounsel and ElderCounsel – Come by and Say Hello!

This week, Client Care Academy will be attending the annual Symposium presented by WealthCounsel and ElderCounsel in San Diego. We hope you’ll come by and say hello to Vinnie Bonazzoli, Steve Riley and Megan Davitt – we’ll be at booth # 2.

We’ll be talking with WealthCounsel and ElderCounsel members, estate planning attorneys and elder law attorneys about our upcoming Foundations Workshop, coming up on September 20 – 21 in Orlando, Florida. This Foundations Workshop is being hosted by WealthCounsel and Elder Counsel, and we’ll be happy to answer any questions you have when you stop by our booth at the Symposium.

Here’s one of the reasons our Client Care Program has helped so many attorneys that WealthCounsel and ElderCounsel decided to partner with us:

At the workshop you and your team will create your own customized care program, learn how to communicate the value of your client care program and be ready to enroll clients on your client care program. We guarantee it! That’s what you can expect during the one-and-a half day workshop.

We recognize that every practice is different. Some skew to an older client base and elder law as well as estate planning issues, while others include Millennials as well as Baby Boomers.  Some include a large number of family business owners, while others serve family farms and ranches.

Our program works for all of them.

We give attorneys the tools they need, as well as the systems and processes, so that they and their teams can get up and running fast. We have seen law firms adopt our systems and start working with new clients in a matter of days.

And what’s really interesting – some of our biggest fans aren’t even estate planning lawyers. Some attorneys read my book first – “How an Ordinary Lawyer Creates and Sustains an Extraordinary Client Care Program,” and run with it. We’ve heard from corporate and matrimonial attorneys, to name just two, who found the book, read it, and transformed their law practices.

Interested? You’re invited!

We look forward to seeing you soon!