Why a Client Care Program Makes Sense for Your Practice

Why a Client Care Program Makes Sense for Your Practice

This week we are gathering with a large group of estate planning attorneys and team members in Orlando Florida for the Foundations Workshop, presented with WealthCounsel and ElderCounsel. We’re excited about bringing our message and our program to this group.

If you’re wondering why they are taking two days out of their busy, post-summer schedule to attend the Client Care Academy program, we have a few answers. See what you think, as you consider your plans for 2019 and your own estate planning practice.

Vincent Bonazzoli has been developing his client care program over the course of nearly 20 years, testing and refining it in his own law practice. It’s a working program that has brought his firm to a high level of success on many levels.

Perhaps Vinnie’s favorite part of the client care program: it’s the right thing to do.

This client care program takes care of the family. When a loved one dies, there are no frantic searches for assets, no post-mortem attempts to minimize tax liability, and no questions as to what the decedent wanted.

The assets have been aligned with the estate, titles and documents of ownership are up-to-date, trusts, if any, have been funded, and the proper power of attorney forms have been prepared in cooperation with financial institutions, so power of attorney forms are not an issue.

All of these details are managed through a series of processes and systems that the lawyers and team members attending the workshop will put into place this week.

They will leave the Foundations Workshop with a year-long road map for their own client care program. Depending on the size of the firm and their diligence, they can have their client care program up and running in a matter of weeks.

Could a client care program work for your estate planning practice?

We are sure of it. We are so sure, we offer a money-back guarantee.

Our next program takes place on November 29 – 30thRegistration details are here.

Wondering if this is for you? Here’s what you and your team members will learn to help you create a client care program:

  • Basic steps and systems necessary to set up a client care program.
  • How to convert existing clients to become members of your client care program
  • Two webinars in advance of the Foundations Workshop so you are prepared
  • Two follow-up coaching calls with Vincent Bonazzoli, creator of the Client Care Academy

Here’s another reason to register for the November program: prices are going up in 2019.

The November 29-30 Foundations Workshop is $3,995 (for two people), and a $500 materials charge for each additional person. We encourage you to bring team members!

Still not sure? Read the book, How an Ordinary Lawyer Creates and Sustains an Extraordinary Client Care Program to learn about the philosophies and realities of a client care program.

If you have any questions, please call Megan Davitt, Program Coordinator: [email protected], or call 888-341-6222.