The Client Care Foundations Workshop

The Client Care Academy is partnering with WealthCounsel and ElderCounsel to present the next Foundations Workshop!


Thursday, September 20, 1:30pm - 6:00pm

Friday, September 21, 8:30am - 4:00pm


Hyatt Regency Orlando International Airport
9300 Jeff Fuqua Blvd
Orlando, Florida


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

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