Your mission is clear: you and your team take care of families. But you're also running a business. The two don't have to be mutually exclusive!
On day three of The Summit, you will learn how a client care program isn't just the best option for your clients, it's the best way to grow your business. With your client care program, you'll have more goodwill from clients, receive referrals from the professionals they work with and generate regular recurring revenue. These make up just a few of the additional revenue streams from your new program. We will look at ways to capture these new revenues and watch your business flourish.
Learn from the Expert
We have invited our client, attorney Vinnie Bonazzoli, a pioneer and recognized expert on client maintenance programs, to teach this special session. Vinnie created a unique client maintenance program out of his passion to take care of families when it really matters. He recalls the first time one of his client families came back to him after a death, only to learn their plan was outdated.
“It was a real empty feeling,” he says. “I remember talking to some of the attorneys about it and they said, ‘Well, it’s their problem, not yours. They need to come in.’ And that just didn’t sit right for me.”
So when he started his own firm, he was determined to find a way to “actually take care of families in the estate planning context; not the way a lawyer wants them to be taken care of, but the way a client needs to be – the way the family needs to be taken care of.”
Vinnie’s passion drove him to create this unique program after struggling for a decade, trying to get families to come back to review and update their plans.
“In January 2001, after hearing other attorneys talk about it, we decided to have a maintenance program where, instead of just hiring the attorney to draft documents, you would actually hire the attorney to create a plan for a family and actually maintain it afterwards. No hourly billing, a flat price, so you can have an actual relationship with the family.”
He is now bringing this program to other firms through his Client Care Academy. To date, the Academy has trained nearly 50 firms nationally on the creation, communication and delegation of client care programs. Firms have gone on to grow and produce successful programs of their own, each with their own unique flavor.
Hear Vinnie’s powerful story and learn more about finding your own passion and how to implement a client care program in your own firm.
Vinnie’s story may challenge some of your limiting beliefs:
- My clients will not pay for a maintenance plan.
- There really is no room for passion in a law firm.
- I cannot implement my own ideas, I should do what everyone else does.
To ensure your space, register online at www.TheSummit2017.com
Early registrations save $200 before Sept. 15