Active Roster



The Client Care Foundations Workshop™

There are TWO Foundations Workshops being offered this fall:

We are partnering with WealthCounsel and ElderCounsel to present a September Foundations Workshop at Orlando’s Hyatt Regency International Airport hotel and conference center on Thursday, September 20 – Friday, September 21.

A second Foundations Workshop for NOVEMBER has been scheduled at Orlando's Hyatt Regency International Airport hotel and conference center on Thursday, November 29 - Friday, November 30.

Both Foundations Workshops are one and a half day workshops that will take you through the basic steps and systems you need to start your client care program. You’ll come away with everything you need, including a one-year implementation roadmap to generating recurring revenue while providing your clients and their families with the protection that you know they need.

You'll learn how to:

  • Create and price your own customized, sustainable and profitable client care program
  • Effectively communicate the value of the client care program to clients and referral sources

Here are some of the topics we’ll cover in the Foundations Workshop:

  • How To Create A Client Care Program And Integrate It Into Your Practice
  • Examine Your Current Process – And What It Could Be
  • The Seven Sources Of Revenue From A Client Care Program
  • Step-By-Step Approach To Implementing A Client Care Program
  • You Have Always Wanted to be the Trusted Advisor
  • How to Convert Existing Clients to Become Members of the Client Care Program


The cost for the September 20 – 21 and 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!

For the SEPTEMBER Workshop, please register directly through the WealthCounsel website - click here to register today!

For the NOVEMBER Foundations Workshop, please use the registration form BELOW. Any questions, call or email

In addition to the one and a half day workshop, you’ll receive:

  • Two webinars in preparation for the Foundations Workshop
  • Three follow up coaching calls

Please note: Pricing for the Foundations Workshop will increase to $7,995 in 2019.

To get your best value – register today!