Name
Unlocking the Success of Your Client Care Program: Establishing, Maintaining, and Maximizing its Profitability
Date & Time
Wednesday, September 25, 2024, 2:00 PM - 3:00 PM
Description

Learn from Attorney Vincent E. Bonazzoli, Attorney Josh Dorcey, and Attorney Cameron Jones about creating, sustaining, and maximizing profitability in client care programs across diverse market sizes. Whether you're starting from scratch or seeking to refine your existing program, this session is tailored for you. Attorney Vincent Bonazzoli, renowned for founding the Family Estate Planning Law Group and Client Care Academy, will spearhead a discussion alongside Attorney Josh Dorcey and Attorney Cameron Jones. Gain insights into crafting client care initiatives as each speaker shares their unique program development journeys, implementation strategies, and indispensable best practices. Together, their firms boast over 2500 families enrolled in client care programs and collectively possess over 45 years of experience in optimizing profitability. Additionally, they will explore the adaptability of client care programs across large, medium, and small markets.

Track
Practice Building