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The Client Care Foundations Workshop™

We are partnering with Wealth Counsel and Elder Counsel to present the next Foundations Workshop at Orlando’s Hyatt Regency International Airport hotel and conference center on Thursday, September 20 – Friday, September 21.

The Foundations Workshop is a one and a half day workshop 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 Foundation 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

Register today - Before Workshop Price Increase!

Special Pricing – For Wealth Counsel and Elder Counsel members for the September 20 – 21 Foundations Workshop is $3,995 (for two people), and a $500 materials charge for each additional person. We encourage you to bring team members!

Please register for this workshop directly through the Wealth Counsel website - click here to register today!

A final Foundations Workshop for 2018 is being scheduled – call or email for details.

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 the fall.

To get your best value – register today!