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